What Your CPA Firm Doesn't Know To Tell You Can Hurt You
Date: May 12, 2015 Time: 7:30 to 8:30 am Location: Wyndham Garden Hotel, 1100 Baltimore Pike, Glen Mills, PA Fee: $20 includes breakfast You count on your CPA firm to make sure your financial accounts and taxes are in compliance. For most business executives, anything else your accounting firm provides you is a bonus.
What you may not know is that there's a lot that your CPA firm isn't telling you about how to optimize your business and personal finances, as this is not their practice area. And what they aren’t telling you is likely costing you money and putting your assets at risk.
On May 12, Bob Williams, CPA of Innovative Financial Results will share his unique methodology to structure your business and personal finances for optimal performance that your CPA doesn't know to show you. Several examples of what Bob has accomplished for his clients over the past 12 months are:
1. $1 million (for real!) tax savings for one client
2. For another client, proactively restructured business assets that protected these assets from unforeseen legal action that occurred six months after the restructuring
3. Determined that one client’s estate trust documents were not properly prepared in accordance with the client’s wishes
While your CPA firm is focused on "heads-down compliance," Bob will help you to create a "heads-up plan" for your financial future. Ideally, Bob would like to work with your CPA firm and other advisors to implement strategies that will save you money, protect your business and personal assets, and maximize your wealth.
Bob’s vision for founding Innovative Financial Results, LLC is to proactively help business owners stay ahead of the curve regarding tax law changes, financial opportunities and potential liabilities. With more than three decades of creative tax and business planning experience, Bob's unique methodology has yielded tremendous tax savings, liability protections and wealth enhancement for his clients.
Email Bob now at email@example.com to join a select group of business owners on May 12th at the Wyndham Garden Hotel in Glen Mills, PA from 7:30 am to 8:30 am. This may be the most important hour of your business year!
Can’t make May 12? Bob is offering another seminar on June 9! Register by emailing Bob at firstname.lastname@example.org
IFR ... Heads-up creative, not heads-down compliance