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The Road Show Begins
Tax Strategy Seminars ... In a City Near You
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Bert and Hy hold tax planning workshops with CPA's, Attorneys,
Planners and brokers, and respond to individual requests - personally at a city
near you.
If you would like to meet with them to discuss your personal or
business income and estate tax planning or asset protection problems send them
an e-mail outlining what you would like to accomplish... or call them at
1-800-433-9667... and they will set up a date...
There is of course no obligation and no charge for the meeting
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IF YOU HAVE POTENTIAL INCOME OR ESTATE TAX PROBLEMS, ARRANGE
A MEETING TODAY...
We use the Internal Revenue Service's own code to arrange your
affairs in a manner designed to help you pay the least amount of tax... If you
are planning the sale of a business, or trying to arrange the family finances
so as to retain control of the assets while giving them away for tax reasons,
Or would just like to know the ins and outs of setting up Dynasty or Incentive
Trusts or Family Limited Partnerships, or how best to provide for asset
protection or if you would like to arrange a charitable strategy or simply
concerned about the amount of tax you are paying...
Use our
Information Request Form
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