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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Pre-Tax Wealth
Creation Blueprint is a tactical strategy for profitable small business owners
to realize substantial savings by maximizing income tax deductions, minimizing asset
exposure, and maximizing tax deferral growth through precision retirement
planning and enhanced employee benefits.
Small business
owners with 50 or fewer employees and $500,000 or more in net taxable income
are ideal candidates for the Pre-Tax Wealth Creation Blueprint. Business owners
in the 40-65 age range can profit the most by fully maximizing their private
retirement accounts. Clients can save an average of $150,000 annually using tax
savings strategies.
Following are the benefits of the Pre-Tax Wealth Blueprint:
This CE/CPE Tax webinar will help you to create pre-tax wealth for small business owner clients by using a combination of tax savings strategies.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Speaker, Wealth Excel
For over 17 years, wealth strategist Aleksander Dyo has been on a mission to help profitable small business owners and high-net-worth individuals protect and grow their prosperity. As a serial entrepreneur, venture investor, and advisor, Aleksander brings his real-life experience and a practical rather than a theoretical application of wealth-building techniques to his clients.
He developed the Pre-Tax Wealth Creation Blueprint to help his fellow business owners maximize their savings and protect their assets in order to excel personal wealth while continuing to build a profitable business. Throughout his career, he has helped generate over $40 million in tax savings with an average annual contribution of $380K per client to their private retirement accounts.
Wealth Excel is a team of highly specialized financial consultants providing wealth-growth solutions for profitable small business owners and high-net-worth individuals through comprehensive tax-saving strategies, precision retirement planning, and custom-built investment portfolios. Headquartered in Los Angeles, California, the Wealth Excel team has over 30 years of combined experience serving the needs of high-income clientele nationwide.
120 Ratings
SL
May 20th, 2022
It was very informative
ET
May 20th, 2022
n/a
JG
May 19th, 2022
Valuable information was presented and no where else have I seen such money saving ideas for high income small business individuals owners.
ZT
May 19th, 2022
valuable and informative
BK
May 18th, 2022
Good Learning experience
1 Credit
Subject Area
Jul 05, 2022 | 09:00 AM EDT
Jul 05, 2022 | 09:30 AM EDT
Jul 05, 2022 | 09:30 AM EDT
Jul 05, 2022 | 10:00 AM EDT
Jul 05, 2022 | 10:00 AM EDT
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