Thanks to David for giving the following feedback to our recent email entitled, "The HUGE difference between tax and legal terms and how it impacts your tax strategy."
Good point Tom.
Even though we have to consider taxes, and asset protection together, we also need to remember it's a joint effort by the CPA, and Attorney. It's good that a CPA find the best tax advantages, and consult with the Attorney for the best asset protection for the individual situation. A CPA that keeps an eye on the big picture is a bonus, but one that ignores tax advantages because of well known legal advice is a drawback.
After reading the part "I find that those who have the most successful tax strategies are those who understand the basics thoroughly. And by that I mean they know enough to know when to ask questions and seek expert advice. " I agree totally. Will I have access to the "Fundamentals in the Entity Formation section of Tax Mastery in Wealth Strategy U"
A: There is a tremendous amount of free information in Wealth Strategy U under the Tax Mastery section. Just log in at http://www.provisionwealth.com/wealthu. For even more information about entity formation, you might want to try our recently released home study course entitled, "How to Create Your Own Tax Savings By Building the Perfect Tax Structure: 5 Strategies to Selecting Entities that Reduce Your Taxes." You can get this through our website at http://www.provisionwealth.com/products.
Warmest regards,
Tom