Category Archives for Strategic Tax Mitigation

Develop a Culture of Service

I wrote this after clients complained of poor service with one of our vendors:

If you are in a customer/client based company the most important thing to emphasize in the day to day operations would be service. Unfortunately, a lot of companies overlook this very simple concept. Actually, many think first about monetary gains and second about the customer/client. Putting the dollar in front of the service is the equivalent of putting the cart before the horse. It's a losing equation for all parties. The company, while they may see short-term profits, will never retain long-term loyalty, and the client gets poor service and has a bad experience. Developing a culture of service should be the highest priority for any company or entrepreneur that wants to stand the test of time. The only way to differentiate, create loyalty, and ensure you have made a good first and last impression on every customer/client that you deal with are to put that individuals needs above your own. When the customer service that you render is of the highest quality there will be no shortage of money flowing in.

Sincerely and with gratitude,

Joseph P. Tufo

Cash Flow Specialists, Inc.

Certified Cash Flow Consultant, Certified Capital Specialist

925-352-6000 Cell 800-669-2700 (USA Only)

josephptufo@gmail.com joe@joetufo.com

http://www.workingcapitalfast.com

http://www.stryde.me/161424 WOTC Tax Credit to $9,600 Per Newly Hired Qualified Employee

http://www.StrydeAdvisors.com/161424 Agent Opportunity: Tax Credits, Expense Reduction Save Big Bucks!

https://db202.isrefer.com/go/pfp/a1488/ PFP, Community Opportunities, REEP

Skype: jptufo

LinkedIn: http://www.linkedin.com/in/joetufo

Facebook: http://www.facebook.com/joetufo

Twitter: https://twitter.com/joetufo

Commercial Real Estate Loans, Business Funding, Specialized Tax Credits, WOTC, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, and More...

Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation

Trust, Integrity and Service Here Today Here Tomorrow

You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area

Available 8am to 6pm Pacific Any Day But Sunday And Holidays

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #Uo To 100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Debt/Equity Funding, #SBLC, #BG, #SWIFT, #Proof of Funds, # Gold, #Silver, #Precious Metals, #Hard Assets, #Complex Trusts, #Foundations, #Private Banking, #Hard Money, #Private Money, #Direct Conduit Lender,#Strategic Alliances, #Specialized Tax Incentives, #Expense Reduction, # WOTC Tax Credit, #LinkedInProfile #LinkedInSummary #LinkedInTips #LeadGeneration #Sales #Marketing #BusinessDevelopment #LinkedInMarketing #LinkedInBook #LinkedInTraining #LinkedInExpert

Hidden Traps to Success

Hidden Traps to Success
The naive believes everything: but a wise man looks well to a matter. – Proverbs 14:15
Solomon reveals that a similar kind of trap in your personal or professional life can have
an equally devastating effect. What is the name of that hidden trap? Naiveté. And it can
ambush anyone, regardless of their intelligence, education, financial success, or personal
achievements.
Naiveté and IQ
Naiveté has less to do with intelligence and more to do with the way a person approaches
individual situations and life in general. A naive person tends to oversimplify a situation
and thereby fails to see critical factors that may significantly affect an outcome.
Solomon describes a person as naive when he or she doesn’t “look well into a matter”
before choosing a course of action.
Oversimplification – In Proverbs 1:22, Solomon chides, “How long, O naive ones, will
you love simplicity?” Important decisions are never simple. Dig deeper.
Presumption In Proverbs 27:1, Solomon warns, “Do not boast about tomorrow for you
do not know what a day may bring forth.”
Misplaced Trust – We often put more trust than we should in people whom we don’t
know well. More often than not, people are less capable, less experienced, less competent,
and less honest than they seem to be. People always put their best foot forward, and we
usually make judgments of them in a matter of minutes or seconds.
Superficial Appearances – Our response to a person or a situation is often based entirely
upon appearances. A person may be charismatic or extremely personable, or a business
opportunity may appear extraordinary at first glance. But appearances almost never tell
enough of the story to base any important decision upon.
Laziness – Our natural inclination is to do as little as possible to get what we want. The
same is true in the decision-making process. “Looking well into a matter” requires a lot
more effort and creativity than simply accepting a statement or person at face value.
Haste – When we are in a hurry to make a decision, we will usually make it without
taking enough time to look into the matter thoroughly. In Proverbs 21:5, Solomon warns,
“But everyone who is hasty comes surely to poverty.”
Narrow Vision – More often than not, our vision is far too limited to make the best
decision based only on our own knowledge and experience. Solomon cautions in
Proverbs 15:22, “Without counsel plans are frustrated, but with many counselors they
succeed.”
Integrity – Honest people never think of lying, stealing, or defrauding someone of their
life savings. Such thoughts are so foreign to their character they can’t imagine anyone
else doing such things to them.
Greed – Wrong motives for making a decision can lead you to detrimental circumstances.
Arrogance – Arrogant people often think they’re smarter than everyone else. They don’t
feel they need to seek outside counsel or perform due diligence—they already know what
they need to know. Solomon said, “Pride goes before destruction, and an arrogant spirit
before a fall.” (Proverbs 16:18)
Wrong Priorities – Sometimes a person chooses not to look in depth into a matter before
making an important decision, because they don’t think due diligence is that important.
The Solution
Diligence is like a giant floodlight: turn it on, and naiveté’s darkness disappears.
Look well into a matter before making any important decision. If a person is truly honest,
they will respect your thoroughness and welcome any due-diligence efforts you
undertake.
Don’t Be Naive When It Comes to Making Wrong Choices
In Proverbs 22:3, Solomon warns us, “The prudent sees the evil and hides himself, But
the naive go on, and are punished for it.”
Most people rarely find themselves in unethical or illegal situations by surprise. Usually,
they see a red or yellow flag or two first. At that point, they have a choice. Solomon tells
us that a wise man will turn away. Those who are naive, however, see the red flag, feel a
twinge in their conscience, and then choose to keep moving in the same direction.
“There Is a Way That Seems Right . . .”
In Proverbs 14:12, he says, “There is a way that seems right to a man, but in the end it
leads to death.” Diligently looking into a matter will ensure that doesn’t happen.
How to Make Wise Choices
Choose to Look Well into Matters.
Seek Outside Counsel – Over and over again in Proverbs, Solomon cautions us to seek
outside counsel. His advice is clear, his wisdom undeniable. Follow it.
Choose Your Friends and Associates Wisely – In Proverbs 13:20, Solomon writes, “He
that walks with wise men shall become wise. But a companion of fools shall be
destroyed.”
But you should be careful about whom you partner with or attach yourself to in any
significant way. Look at a person’s wisdom and integrity. Be sensitive to any red flags
that would warn you of dishonesty. Look at what their priorities are and how they order
their lives. How do they treat their parents, spouse, siblings, or children? What do they
value most? Don’t let yourself become the companion of fools.
Being Prudent Is a Choice You Must Make Every Day
Being prudent is a decision that needs to be made every time you face an important
decision in any area of your life. Whether you are facing a business decision, a financial
decision, or a personal decision, choose first to “look well into the matter.”
Sincerely and with gratitude,
Joseph P. Tufo
Cash Flow Specialists, Inc.
Certified Cash Flow Consultant, Certified Capital Specialist
925-352-6000 Cell 800-669-2700 (USA Only)

https://db202.isrefer.com/go/pfp/a1488/ PFP, Community Opportunities, REEP


Skype: jptufo
Commercial Loans, Business Funding, WOTC, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, and More...
Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation
Trust, Integrity and Service Here Today Here Tomorrow
You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area
Available 8am to 6pm Pacific Any Day But Sunday And Holidays

# Commercial Loans, #Business Loans, #Residential Loans, #Auto Loans, #RV Loans, #Truck Loans, #Apartment Loans, # Construction to Permanent Loans, #REEP, #Savings Accounts, #IRA's, #Roth IRA's, #Defined Benefit Plans, #Defined Contribution Plans, #Keogh Plans, #403-b Plans, #Commercial Investments, #Next Generation Funding, # Crowdfunding, #Subscriber Based Plans, #Co-Op, #Franchise Funding, #Medical Financing, #Project Funding, #Worldwide Loans, #Business Consulting, #Film Funding,

#Direct Marketing, #Network Marketing, #Multiple Streams of Income, #Work From Home, #Be Your Own Boss, #Medical Opportunities, #Get Out of Debt, #IRS, #Financial Freedom, #Biggest Online Business Opportunities, #Make Millions Online, #Online 24/7 Network Marketing, #Real Jobs, #Real Opportunity, #Don't Wish For It, Work For It!, #Duplication, #Financial Halo, #MedXPrime, #Forensic Accounting, #Uncollectible Insurance Accounts Receivable, #Annual Wellness Visit, #Pharmacogenomic Testing, #PGX, #DNA, #Adverse Drug Reactions, #Toxicology, #Mentor, #Sales

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Debt/Equity Funding, #SBLC, #BG, #SWIFT, #Proof of Funds, # Gold, #Silver, #Precious Metals, #Hard Assets, #Complex Trusts, #Foundations, #Private Banking, #Hard Money, #Private Money, #Strategic Alliances

#Specialized Tax Incentives, #Expense Reduction, # WOTC Tax Credit

#LinkedInProfile #LinkedInSummary #LinkedInTips #LeadGeneration #Sales #Marketing #BusinessDevelopment #LinkedInMarketing #LinkedInBook #LinkedInTraining #LinkedInExpert

 

Happy Easter! Creative Funding Ideas $50k to $2b, Tax Credits, Consumer Alert & More Tufo/CFSI 20170414

Greetings from the beautiful San Francisco Bay Area where, Praise God! The drought is over! Daytime temps high 60's low 70's, low humidity, constant breeze - come visit and let's get your viable projects funded!

Our LinkedIn: http://www.linkedin.com/in/joetufo and http://www.workingcapitalfast.com have hundreds of articles, thousands of endorsements and dozens of testimonials.

We have many reliable, trustworthy funding sources with every type of funding possible from:

* Bridge loans/private money/hard money - fast means very expensive rates, short term funding three to five points or more and many times cross collateral,

* PFP which requires 20% cash collateral residential, 30% cash collateral commercial loans, to 40% cash collateral foreign nationals with 3% to 5% annual rates, no call feature, 30 year amortization, 60 banking days minimum to fund, two points + closing costs, and membership required. We have dozens of client/members from CFSI with more than 5,000 total members.

* 200 year old Austrian bank $5million to many billions, 20% cash down, rates 4% USA 5% all other countries, fixed for 25 years, two points plus closing costs

minimum 30 banking days to fund, two points + closing costs

* Chris requires $100,000 to $5million down payment and funds $500,000 to $50million. You can purchase multiple slots to achieve funding goals. Funds in a minimum six months. Chris has funded 54 in the past 18 months.

* PWC has programs ranging from $50,000 to $2billion and requires $7,000 for $50,000 funding to 3% for $2billion funding. Most funding takes four to eight months.

* We have many other lenders available.

Some choose to visit me in person in San Francisco and pay monthly fees for my undivided attention. All fees are credited back against commissions. They are serious about funding and I am committed and serious about their success. Everybody wins.

As always I am available 8am to 6pm Pacific any day but Sundays and holidays at 1.925.352.6000.

Remember:

New Living Translation

But divide your investments among many places, for you do not know what risks might lie ahead.

King James Bible

Give a portion to seven, and also to eight; for thou knowest not what evil shall be upon the earth.

Put your assets in seven to eight buckets: precious metals, cash, stocks/bonds/mutual funds, your own business, income producing real estate, collectibles, retirement programs, Solomon reminds us that we don't know the future and therefore we cannot know what is certain and uncertain regarding our investments. Because of this risk, we are wise to spread our investable income across a variety of investment options. A diversified investor should have no more than 12 to 15 percent invested in any single asset or category.

I taught finance from a Biblical perspective for 17 years. I was securities licensed for 19 years. Be wise.

If you're looking for a safe (insured to $1million with Travelers Insurance), terrific returns (4.9% to 19% for accounts five years with bonuses) https://db202.isrefer.com/go/pfp/a1488/ PFP: Earn Up To 19%, REEP

WHAT I DO: I help small & mid-size business owners get all the tax credits and expense savings they are entitled to.

WHO I WORK WITH: Commercial RE investors, Manufacturers, Hotels, Restaurants, Auto Dealerships, Medical Offices, Senior Centers, Software and Startup companies, and others.

TAX INCENTIVES: Cost Segregation, Property Tax Mitigation, R&D Credit, WOTC.

EXPENSE REDUCTION: Credit Card Merchant, Waste and Work Comp Audit.

WHY IT WORKS: Our proprietary platform & 15 years of experiences guarantee quick and easy process. Since 2004 we have saved clients over $500M.

HOW IT WORKS: I provide an onsite/offsite consultation. In as little as 15 minutes, we will determine for which program you qualify. I even provide an estimate of how much benefit you may be looking at.

WHAT MAKES US DIFFERENT: Qualification is FREE. If we recover benefit and you decide to proceed, we take part of it. We handle possible IRS questioning.

CURIOUS about how much money you are entitled to?

Reach out to me directly on LinkedIn, email me at joe@joetufo.com For WOTC visit http://www.stryde.me/161424 WOTC Tax to $9,600 Per Newly Hired EE

or call direct at 925.352.6000

This will show you the possible savings for your business:

http://www.gmgsavings.net/index.cfm?id=161423 Our Average Client Receives $240,000 in Tax Benefits!

Interested in joining my team? This will show you how to become an agent for Stryde:

http://www.StrydeAdvisors.com/161424 Agent Opportunity: R&D Tax Credits, Expense Reduction

Stryde Call Recording Link Click Here

Other Services: Commercial Funding, Private Money, Asset Protection, Business Consulting

Consumer Alert! (This information could save your life)

 

In the U.S. 125,000 people die from Adverse Drug Reactions, the 4th leading cause of death, plus 2 million are hospitalized and many have lifelong issues. This is due to taking a medication that doesn't suit your body's genetic profile. A very simple DNA test to prevent this has been around for 8 years, believe it or not, however 90% of doctors still aren't using it even though major clinics like Mayo, Vanderbilt, Duke, and Stanford have incorporated it into their procedures. It's a simple Q-tip cheek swab, which is sent to the world class lab we've teamed up with. Within a few days the doctor gets a report that clearly shows what medications the patient can safely take and, most importantly, which they cannot take. Many insurance companies and Medicare* pay for this test (*see company information for full details).

 

A story shared by a Father:

The daughter of one of our representatives suffered for 15 years with medications that caused depression and changed her personality. After discovering our company, she was given this very simple test. The results came back to the doctor and showed that ALL the medications she had been on were all the wrong ones. In fact her doctor said to the father that he was surprised she was still alive. Needless to say, the doctor has corrected the medications and she is like another person today.

YOU MUST ATTEND THIS WEBINAR!(btw...no will talk to you or ask you questions, just grab a cup of coffee, glass of water and listen)

Please click on the link and register - 20 minutes could save your life or the life of a loved one. I'll call you soon but meanwhile, here's the link to register for the live webinar: https://attendee.gotowebinar.com/register/2976351967656433410

  • Monday, 6:00pm PST
  • Wednesday, 6:00pm PST
  • Thursday, 6:00pm PST
  • Saturday, 10:00am PST

Please let me know which day you will be able to attend.

https://www.medxprime.com/jptufo Learn about our MedXPrime programs and services

https://www.financialhalo.com/jptufo Learn about resolving items with the IRS, settling debt, restoring/building credit to 740+ and more

As always I am available 8am to 6pm Pacific any day but Sundays and holidays at 1.925.352.6000.

May God bless you and your family exceedingly, abundantly above whatever you may think or ask! He is Risen! he is Risen indeed!

Here to serve you and those whom you choose to refer.

Sincerely and with gratitude,

Joseph P. Tufo

Cash Flow Specialists, Inc.

Certified Cash Flow Consultant, Certified Capital Specialist

925-352-6000 Cell 800-669-2700 (USA Only)

josephptufo@gmail.com joe@joetufo.com

http://www.workingcapitalfast.com

https://db202.isrefer.com/go/pfp/a1488/ PFP: Earn Up To 19%, REEP

Skype: jptufo

LinkedIn: http://www.linkedin.com/in/joetufo

Facebook: http://www.facebook.com/joetufo

Twitter: https://twitter.com/joetufo

Commercial Loans, Business Funding, WOTC, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, and More...

Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation

Trust, Integrity and Service Here Today Here Tomorrow

You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area

Available 8am to 6pm Pacific Any Day But Sunday And Holidays

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Debt/Equity Funding, #SBLC, #BG, #SWIFT, #Proof of Funds, # Gold, #Silver, #Precious Metals, #Hard Assets, #Complex Trusts, #Foundations, #Private Banking, #Hard Money, #Private Money, #Specialized Tax Incentives, #Expense Reduction, # WOTC Tax Credit, #Medical Opportunities, #Get Out of Debt, #IRS, #Financial Freedom, #Biggest Online Business Opportunities, #Make Millions Online, #Online 24/7 Network Marketing, #Real Jobs, #Real Opportunity, #Don't Wish For It, Work For It!, #Duplication, #Financial Halo, #MedXPrime, #Forensic Accounting, #Uncollectible Insurance Accounts Receivable, #Annual Wellness Visit, #Pharmacogenomic Testing, #PGX, #DNA, #Adverse Drug Reactions, #Toxicology, #Mentor, #Sales, REEP, #Savings Accounts, #IRA's, #Roth IRA's, #Defined Benefit Plans, #Defined Contribution Plans, #Keogh Plans, #403-b Plans, #Commercial Investments, #Next Generation Funding, # Crowdfunding, #Subscriber Based Plans, #Co-Op, #Franchise Funding, #Medical Financing, #Project Funding, #Worldwide Loans, #Business Consulting, #Film Funding, #Pharmacogenomic Testing, #PGX, #Current Articles on Pharmacogenetics, #Drugs, the Conditions they Treat, and PGX Warnings, #Adverse Drug Reactions, #Evidence Based, #Medically Actionable, #Improved Patient Outcomes, #Uncollectible Insurance Claims, #Uncollectible Insurance Accounts Receivable, #Insurance Accounts Receivable, #Accounts Receivable, #Toxicology, #Urine Drug Testing, #Drug Enforcement Agency, #Annual Wellness Visit, #MACRA requirements, #Tomorrow’s Medicine Today, # Better Billing Solutions, #Personalized Medicine, # Credentialing, #Billing, #LinkedInProfile #LinkedInSummary #LinkedInTips #LeadGeneration #Sales #Marketing #BusinessDevelopment #LinkedInMarketing #LinkedInBook #LinkedInTraining #LinkedInExpert

Work Opportunity Tax Credit (WOTC) $1,200 to $9,600 Per Qualified Employee

WOTC is a Federal tax credit created by the Small Business Job Protection Act of 1996 and the Welfare-to-Work Tax Credit of 1996. This credit is available to employers who hire and retain from target groups. Employers claim about $1 billion in tax credits each year under the WOTC program. There is no limit on the number of individuals an employer can hire to qualify to claim the tax credit, and there are a few simple steps to follow to apply for WOTC. http://www.doleta.gov

What Types of Employees Qualify?

  • Veterans
  • TANF Recipients
  • SNAP (Food Stamp) Recipients
  • Designated Community Residents (living in Empowerment Zones or Rural Renewal Counties)
  • Vocational Rehabilitation Referral
  • Ex-felons
  • Supplemental Security Income Recipients
  • Summer Youth Employee (living in Empowerment Zones)
  • Qualified Long-Term Unemployment Recipients

How are the Tax Credits Calculated?

Employers generally can earn a tax credit equal to 25% or 40% of a new employee's first-year wages, up to the maximum for the target group to which the employee belongs. Employers will earn 25% if the employee works at least 120 hours and 40% if the employee works at least 400 hours. The average benefit per employee is $2,400.00.

Does My Candidate Qualify for WOTC?

The only way to know is by screening the candidate which we can set you up to do for as little at $19 per month. Contact me to set up a quick five minute demonstration.

Joe Tufo

925.352.6000

joe@joetufo.com josephptufo@gmail.com

http://www.workingcapitalfast.com

http://www.gmgsavings.net/index.cfm?id=161423 Our Average Client Receives $240,000 in Tax Benefits!

http://www.stryde.me/161424 WOTC Tax Credit to $9,600 Per Newly Hired Qualified Employee

Providing Business Owners Tools for Employee Tax Credits and Cost Savings

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Specialized Tax Incentives, #Expense Reduction, # WOTC Tax Credit

#LinkedInProfile, #LinkedInSummary, #LinkedInTips, #LeadGeneration, #Sales, #Marketing, #BusinessDevelopment, #LinkedInMarketing, #LinkedInBook, #LinkedInTraining, #LinkedInExpert

Cash Flow Specialists, Inc. is proud to offer the most comprehensive and proprietary business consulting services in the industry

Cash Flow Specialists, Inc. is proud to offer the most comprehensive and proprietary business consulting services in the industry.

Many business service industries across the country are experiencing a degree of commoditization. What is meant by this is that there is less "brand loyalty" than ever before. With the explosion of sophisticated services offered online and/or through chain firms, providers in industries such as tax, law and insurance have found themselves struggling in the areas of client retention and acquisition. All are working harder than ever before to simply maintain status quo. Through our platforms and approaches, professionals in these and other industries are able to immediately differentiate themselves from all of the competition in their local geography, thereby eliminating client retention issues and drastically increasing client acquisition numbers, all while spending less energy and money to do so.

MOST POPULAR SERVICES

Cost Remediation

Expense Reduction

Specialized Tax Incentives

Owner Finance Solutions

Venture Capital

Commercial Loans

Business Consulting

Strategic Alliances

ADVISORY SERVICES

  • Business Consulting
  • Business Exit Planning
  • Strategic Tax Mitigation
  • Business Acquisition
  • Strategic Alliances
  • Synergistic Development and Deployment

Business Consulting

Cash Flow Specialists, Inc. helps manufacturing and technology companies succeed. We focus in these areas because manufacturing is one of the leading contributors to GDP in our country, accounting for hundreds of thousands of jobs, and technology is the key to our future.

We are not a typical consulting company. We do not specialize in one tool or methodology that is blindly applied to every client. Instead, we partner with our clients to provide customized solutions to help improve their company. Our goal is to transform the way they do business.

Cash Flow Specialists, Inc. succeeds because of our dedicated staff and partners, with combined decades of business experience in companies large and small. We are hands-on, working closely with you and your team to transform your methods. We are not academics or theorists, but pragmatists who know what it takes to get things done. We are real-world professionals who deliver real-world results.

Business Exit Planning

"You Must Know Your Destination Port If You Wish to Catch A Favorable Wind" - Seneca (Roman philosopher 50 A.D.) When considering the failure rates associated with starting and running a business, it comes as no surprise that the successful enterprises are those whose owners, directors, and partners have given a great deal of thought in the designing of a business plan, understanding their market sector and any niches that may need servicing, finances, and every other imaginable consideration in the starting and running of their business.

The issue is that far too often, the planning stops there with little to no consideration being given to the various stages of the life cycle of a business. Every business, and its associated ownership/management, needs to have exit planning in place to fully benefit from all the effort they have put into their business. Without proper planning the eventual sale of the business and or its assets will never realize its full potential and the ownership will never experience the wealth that could be derived out of their efforts.

The point of the quote is to comment on the fact that you need to know where you're going to most effectively get there. To experience the greatest levels of success possible, there needs to be planning involved in and for every stage in the life cycle of a business; and among the most important stages is the exit, the eventual sale of the business, shares, and/or assets. We cannot anticipate when an illness or death will strike, when market conditions will shift and or when any number of circumstances may occur that will impact the timing, need, or decision to sell a business - but if that business is prepared with thorough exit planning strategies, no matter what the circumstances, the business and its ownership will be prepared to realize the full profit/income potential at this stage in the businesses life cycle.

Strategic Tax Mitigation

It is extremely important that we note that we are not a tax planning practice and that we do not give tax advice. We work closely with the tax professionals of the client to facilitate their understanding of our programs so as to enable them to make any and all determinations relative to applicability and appropriateness of said programs, strategies, and tools relative to their clients. There are a great number of areas of expertise that Cash Flow Specialists, Inc. specializes in that may provide substantial tax benefit to the client.

Some examples of these areas are:

  • Cost Segregation Studies
  • R&D Tax Credits
  • Property Tax Audits
  • Hiring Incentive Tax Credits
  • Energy and Efficiency Tax Credits
  • Exit Planning Strategies
  • Integrity Retirement Program
  • And Many More

For a business to realize its full potential, consideration needs to be given to tax efficiency. Tax efficiency is a central focus of Cash Flow Specialists, Inc. and its associated advisors and our capacity in this field is unrivaled in our respective industries.

Business Acquisition

Cash Flow Specialists, Inc. and its associates are interested in acquiring businesses in the manufacturing, distribution, and business service fields.

While private equity plays a critical role in the global M and A marketplace, this industry often has a negative perception in the minds of business founders. Unfortunately, sometimes this perception is a reality. As a result, we and our associates have built this portion of our business around providing ownership transitions specifically designed to fit the needs of founders/entrepreneurs and we work tirelessly to ensure their ideals and philosophies are not compromised.

Cash Flow Specialists, Inc. and its associates endeavor to maintain the culture that a founder has worked tirelessly to build. We strongly believe that a company's culture is a key determinate of success and are very careful to avoid disruptions post-closing.

Cash Flow Specialists, Inc. brings a highly differentiated and flexible approach to business owners. We provide a fair and transparent process that eliminates the usual pain points that arise when dealing with private equity firms and/or strategic acquirers. We look forward to the opportunity to discuss any and all opportunities that may exist.

Strategic Alliances

Cash Flow Specialists, Inc. works with professional practices across the country in many fields, chief among them are tax, legal, and financial service firms. Modern market trends have commoditized many industries once considered immune to this evolutionary reality.

With the explosion of the internet and service providers successful utilization of everything stemming from it, we find that professional practices are no longer simply competing against one another for their market share but rather are being forced to compete with powerful, inexpensive, and refined direct to consumer efforts driven and facilitated by the internet as well as the needs and demands of consumers (many focusing on efficiency and price point).

The unfortunate reality is that many professional firms are finding that they need to work longer and harder to simply maintain their profits and market standing. The work that Cash Flow Specialists, Inc. does in association with the professional practices with whom we operate is to effectively eliminate this commoditization. This is accomplished by adding to the industry specific services that the practice is able to bring to their clients - services that are strictly consulting in nature and are specific to the industry of the practice. Our strategies will enable the practice to enhance its offerings to its clients that will benefit them in a way that no one else can.

This not only eliminates the aforementioned commoditization, but also gives that practice a substantial competitive advantage over all of its peers within its functional geography or market. We accomplish this by educating the practice on our tools, providing them with an advisor to assist in their induction and serving as their back office so as to enhance their professional image rather than simply functioning in a referral structure. This ability and practice has made Cash Flow Specialists, Inc. one of the most successful facilitator of strategic alliances in the country.

Synergistic Development and Deployment

Due to the extremely broad reach of Cash Flow Specialists, Inc., we are in the unique position of being regularly exposed to all types of enterprise, relationships, opportunity, and businesses in general. It is this exposure and capitalization on same that afford us the unique opportunity to assume the role of facilitator in many instances.

Gone is the day where a business can realize its maximum potential as an island and service provider unto itself. The modern business world is built more on relationships than anything else. We possess tens of thousands of relationships by virtue of the consulting services we offer, the partnerships we maintain, the clients we have, and all of the advisors/professional practices associated with our firm.

Due to the strength of our relationships there are many instances wherein we are in the unique position of being able to align our business owner clients with relationships that will assist both parties in taking their business to the next level; allowing for growth and success that was previously impossible.

Our database of clients and relationships consists of everything imaginable and our knowledge of these businesses, due to our consulting services, is extremely expansive allowing us to consult further with them about their needs and interest in meeting others who may be of benefit to them. Cash Flow Specialists, Inc. can then work with both parties to facilitate the development and deployment of the combined effort so as to maximize the full potential of the relationship.

Joseph P. Tufo
Cash Flow Specialists, Inc.
Certified Cash Flow Consultant, Certified Capital Specialist
925-352-6000 Cell 800-669-2700 (USA Only)
https://db202.isrefer.com/go/pfp/a1488/ PFP: Earn Up To 19%, REEP
Skype: jptufo
Commercial Loans, Business Funding, WOTC, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, and More...
Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation
Trust, Integrity and Service Here Today Here Tomorrow
You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area
Available 8am to 6pm Pacific Any Day But Sunday And Holidays

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Specialized Tax Incentives, #Expense Reduction, # WOTC Tax Credit

#LinkedInProfile #LinkedInSummary #LinkedInTips #LeadGeneration #Sales #Marketing #BusinessDevelopment #LinkedInMarketing #LinkedInBook #LinkedInTraining #LinkedInExpert

Strategic Tax Mitigation: Save $80,000 to Millions!

Cash Flow Specialists, Inc. is proud to offer the most comprehensive and proprietary business consulting services in the industry.

Many business service industries across the country are experiencing a degree of commoditization. What is meant by this is that there is less "brand loyalty" than ever before. With the explosion of sophisticated services offered online and/or through chain firms, providers in industries such as tax, law and insurance have found themselves struggling in the areas of client retention and acquisition. All are working harder than ever before to simply maintain status quo. Through our platforms and approaches, professionals in these and other industries are able to immediately differentiate themselves from all of the competition in their local geography, thereby eliminating client retention issues and drastically increasing client acquisition numbers, all while spending less energy and money to do so.

MOST POPULAR SERVICES

Cost Remediation

Expense Reduction

Specialized Tax Incentives

Owner Finance Solutions

Venture Capital

Commercial Loans

Business Consulting

Strategic Alliances

ADVISORY SERVICES

  • Business Consulting
  • Business Exit Planning
  • Strategic Tax Mitigation
  • Business Acquisition
  • Strategic Alliances
  • Synergistic Development and Deployment

Business Consulting

Cash Flow Specialists, Inc. helps manufacturing and technology companies succeed. We focus in these areas because manufacturing is one of the leading contributors to GDP in our country, accounting for hundreds of thousands of jobs, and technology is the key to our future.

We are not a typical consulting company. We do not specialize in one tool or methodology that is blindly applied to every client. Instead, we partner with our clients to provide customized solutions to help improve their company. Our goal is to transform the way they do business.

Cash Flow Specialists, Inc. succeeds because of our dedicated staff and partners, with combined decades of business experience in companies large and small. We are hands-on, working closely with you and your team to transform your methods. We are not academics or theorists, but pragmatists who know what it takes to get things done. We are real-world professionals who deliver real-world results.

Business Exit Planning

"You Must Know Your Destination Port If You Wish to Catch A Favorable Wind" - Seneca (Roman philosopher 50 A.D.) When considering the failure rates associated with starting and running a business, it comes as no surprise that the successful enterprises are those whose owners, directors, and partners have given a great deal of thought in the designing of a business plan, understanding their market sector and any niches that may need servicing, finances, and every other imaginable consideration in the starting and running of their business.

The issue is that far too often, the planning stops there with little to no consideration being given to the various stages of the life cycle of a business. Every business, and its associated ownership/management, needs to have exit planning in place to fully benefit from all the effort they have put into their business. Without proper planning the eventual sale of the business and or its assets will never realize its full potential and the ownership will never experience the wealth that could be derived out of their efforts.

The point of the quote is to comment on the fact that you need to know where you're going to most effectively get there. To experience the greatest levels of success possible, there needs to be planning involved in and for every stage in the life cycle of a business; and among the most important stages is the exit, the eventual sale of the business, shares, and/or assets. We cannot anticipate when an illness or death will strike, when market conditions will shift and or when any number of circumstances may occur that will impact the timing, need, or decision to sell a business - but if that business is prepared with thorough exit planning strategies, no matter what the circumstances, the business and its ownership will be prepared to realize the full profit/income potential at this stage in the businesses life cycle.

Strategic Tax Mitigation

It is extremely important that we note that we are not a tax planning practice and that we do not give tax advice. We work closely with the tax professionals of the client to facilitate their understanding of our programs so as to enable them to make any and all determinations relative to applicability and appropriateness of said programs, strategies, and tools relative to their clients. There are a great number of areas of expertise that Cash Flow Specialists, Inc. specializes in that may provide substantial tax benefit to the client.

Some examples of these areas are:

  • Cost Segregation Studies
  • R&D Tax Credits
  • Property Tax Audits
  • Hiring Incentive Tax Credits
  • Energy and Efficiency Tax Credits
  • Exit Planning Strategies
  • Integrity Retirement Program
  • And Many More

For a business to realize its full potential, consideration needs to be given to tax efficiency. Tax efficiency is a central focus of Cash Flow Specialists, Inc. and its associated advisors and our capacity in this field is unrivaled in our respective industries.

Business Acquisition

Cash Flow Specialists, Inc. and its associates are interested in acquiring businesses in the manufacturing, distribution, and business service fields.

While private equity plays a critical role in the global M and A marketplace, this industry often has a negative perception in the minds of business founders. Unfortunately, sometimes this perception is a reality. As a result, we and our associates have built this portion of our business around providing ownership transitions specifically designed to fit the needs of founders/entrepreneurs and we work tirelessly to ensure their ideals and philosophies are not compromised.

Cash Flow Specialists, Inc. and its associates endeavor to maintain the culture that a founder has worked tirelessly to build. We strongly believe that a company's culture is a key determinate of success and are very careful to avoid disruptions post-closing.

Cash Flow Specialists, Inc. brings a highly differentiated and flexible approach to business owners. We provide a fair and transparent process that eliminates the usual pain points that arise when dealing with private equity firms and/or strategic acquirers. We look forward to the opportunity to discuss any and all opportunities that may exist.

Strategic Alliances

Cash Flow Specialists, Inc. works with professional practices across the country in many fields, chief among them are tax, legal, and financial service firms. Modern market trends have commoditized many industries once considered immune to this evolutionary reality.

With the explosion of the internet and service providers successful utilization of everything stemming from it, we find that professional practices are no longer simply competing against one another for their market share but rather are being forced to compete with powerful, inexpensive, and refined direct to consumer efforts driven and facilitated by the internet as well as the needs and demands of consumers (many focusing on efficiency and price point).

The unfortunate reality is that many professional firms are finding that they need to work longer and harder to simply maintain their profits and market standing. The work that Cash Flow Specialists, Inc. does in association with the professional practices with whom we operate is to effectively eliminate this commoditization. This is accomplished by adding to the industry specific services that the practice is able to bring to their clients - services that are strictly consulting in nature and are specific to the industry of the practice. Our strategies will enable the practice to enhance its offerings to its clients that will benefit them in a way that no one else can.

This not only eliminates the aforementioned commoditization, but also gives that practice a substantial competitive advantage over all of its peers within its functional geography or market. We accomplish this by educating the practice on our tools, providing them with an advisor to assist in their induction and serving as their back office so as to enhance their professional image rather than simply functioning in a referral structure. This ability and practice has made Cash Flow Specialists, Inc. one of the most successful facilitator of strategic alliances in the country.

Synergistic Development and Deployment

Due to the extremely broad reach of Cash Flow Specialists, Inc., we are in the unique position of being regularly exposed to all types of enterprise, relationships, opportunity, and businesses in general. It is this exposure and capitalization on same that afford us the unique opportunity to assume the role of facilitator in many instances.

Gone is the day where a business can realize its maximum potential as an island and service provider unto itself. The modern business world is built more on relationships than anything else. We possess tens of thousands of relationships by virtue of the consulting services we offer, the partnerships we maintain, the clients we have, and all of the advisors/professional practices associated with our firm.

Due to the strength of our relationships there are many instances wherein we are in the unique position of being able to align our business owner clients with relationships that will assist both parties in taking their business to the next level; allowing for growth and success that was previously impossible.

Our database of clients and relationships consists of everything imaginable and our knowledge of these businesses, due to our consulting services, is extremely expansive allowing us to consult further with them about their needs and interest in meeting others who may be of benefit to them. Cash Flow Specialists, Inc. can then work with both parties to facilitate the development and deployment of the combined effort so as to maximize the full potential of the relationship.

Joseph P. Tufo

Cash Flow Specialists, Inc.

Certified Cash Flow Consultant, Certified Capital Specialist

925-352-6000 Cell 800-669-2700 (USA Only)

josephptufo@gmail.com joe@joetufo.com

http://www.workingcapitalfast.com

https://db202.isrefer.com/go/pfp/a1488/ PFP: Earn Up To 19%, REEP

Skype: jptufo

LinkedIn: http://www.linkedin.com/in/joetufo

Facebook: http://www.facebook.com/joetufo

Twitter: https://twitter.com/joetufo

Commercial Loans, Business Funding, WOTC, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, and More...

Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation

Trust, Integrity and Service Here Today Here Tomorrow

You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area

Available 8am to 6pm Pacific Any Day But Sunday And Holidays

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Specialized Tax Incentives, #Expense Reduction

#LinkedInProfile #LinkedInSummary #LinkedInTips #LeadGeneration #Sales #Marketing #BusinessDevelopment #LinkedInMarketing #LinkedInBook #LinkedInTraining #LinkedInExpert

COMPLEX TRUST, PRIVATE FOUNDATION & PRIVATE FAMILY BANKING

"Own Nothing but Control Everything" ~ Nelson Rockefeller

“It's easier to fool people than to convince them that they have been fooled.” ~Mark Twain

 

Benefits of these financial strategies are:

Preserve and Protect Your Assets

Real Estate Investor Tax Benefits

Reduce annual tax liabilities

Reduce Property Taxes & Capital Gains

Avoid probate & death taxes

Avoid lawsuits & judgment losses

Protect retirement savings

Create generational wealth

Grow & Protect Your Money

Will break down the difference between the:

1040 tax form vs. the 1041 tax form

Grantor Trust & Simple vs. Complex Trust

Operating Foundations vs. Non Operating Foundation s

Conventional Banking vs. Private Family Banking ( 2% - 15% annual int.)

Our exclusive financial team has over 80 years experience & knowledge in constitutional law and International business & tax structuring that allows business owners and entrepreneurs to grow their business & income, protect their income & assets, and avoid lawsuits & judgments internationally without any offshore structuring or bank accounts.

FACTS:

1) A Trust is a three party contract in which one can create a binding inviolate entity. The creator is able to specify the terms, provisions and who the other parties are.

2) Article 1 Section 10 of the U.S. Constitution states; In part no state shall pass any law impairing the obligation of contracts.

3) U.S. Adopted Common Law of England with the Constitution, Caldwell vs. Hill 178 SE 383, 193 The Supreme Court holds that “A trust relationship comes under the Real of Equity Justice based upon the Common Law, and it not subject to legislative restrictions as are corporations and other organizations created by legislative authority.” -Crocker vs MacCloy, 649 US Supp 39720.

4) The Trust organization consisting of a US Constitutional right of contract cannot be abridges. The agreement when executed becomes a federal organization and not under any of the laws passed by any of the several legislatures., – Crocker vs. MacClay 619 US sup 39 at 270.

5) A Business Trust may be organized to engage in any business in which individual or corporation may lawfully engage.” Wagner Oil and Gas Co. v. Marlo, 278 Pacific Reporter 294, 137 Oklahoma 116; Weber Engine Co. v. Alter, 245 Pacific Reporter 143, 120 Kansas 557; and 46 American Law Reports 158.

6) The records of the Trust are confidential and their books and records are NOT subject to review or subpoena. (smith V. Morse, 2 CA 524)

7) This is not a grantor type trust and you can be given authority to be assigned trustee for any number of trust or foundation.

8) Look at the 1041 tax form; it addresses income, deductions and tax / payments. It requires full income disclosure and deductions include donations, distributions and other expenses. This is not a 1040 tax form and all lawful expenses are deducted.

Benefits Complex Trusts & Non Operating Private Family Foundation:

-Preserve and Protect Assets

-Private Family Banking & Financing

-Cannabis Business, Banking, Tax & Financing Solutions

-Enhance Assets and Income

-Reduce annual tax liabilities

-Reduce property taxes & capital gains

-Avoid probate & death taxes

-Avoid lawsuits & judgment losses

-Protect retirement savings

-Isolate assets from litigation and liens

-Insure personal privacy

-Create a legacy for future generations

-Provide a vehicle for the custody of children’s funds

More Facts & Trust Laws:

-It becomes essential to distinguish between what is and what is not income. Congress may not by any definition it may adopt conclude the matter since it cannot by legislation alter the Constitution, from which alone it derived its powers to legislate, and within whose limitations alone, that power can be lawfully exercised. US Supreme Court Eisner v. Macomber, 252 US 189 (1920).

-This type of trust is also sometimes referred to as a “Common-Law Trust” because it finds its basis in the law of contracts and does not depend on any statute for existence. Schuman-Heink v. Folsom, 159 NE 250 (1927

-The income tax system is based on voluntary compliance, not distraint.” Flora v. United States, 362 US 145 US Supreme Court.

-A business Trust is a common law entity formed by contract, and thus, is not subject to the same types of state regulation as a corporation—Elliot v.Freeman, 220 US 178 and Right to Contract” cannot be abridged. The agreement, when executed, creates a Federal organization not under the laws passed by any of the several legislatures. Boyd v. U.S., 116 U.S. 251 U.S. 385 (1920). Amendment IV, U.S. Constitution.

Private Banking Secrets Revealed:

Have you seen the recent news regarding Wells Fargo Bank?

 

Are you concerned about the future protection of your hard earned money?

How would you like to learn how to pay off all of your debts in a fraction of the time while growing your money at the same time?

The only problem is 98% of the people have not been educated about the mechanics of money and how Banks actually operate behind the scenes. Our Financial & Wealth Management Specialist(s) will customize your own private family bank with a guaranteed 2% - 15% annual compounded interest rate.

What if I was to tell you that you that if you have a 401(k), IRA, or Pension Plan I have some really bad news for you. That being said, you can start your own private family bank utilizing the tools in the videos below with a min of $ 150 per month?

Private Family Bank Benefits:

2% - 15% Compounded Annually

Borrow Money While Principle Grows Annually

Guaranteed Loan Approvals

Non-Recourse Loan Options

Start Your Own Bank w/min $ 1 50 per mo.

One of our clients has paid off $980K of debt in only 39 months and another client has paid off $450K of debt in only 54 months utilizing one of our customized financial instruments.

My question to you is why would you continue to only use your current bank that does not offer you and your family these types of benefits? If you qualify you can start your own private family bank with as little as $ 150 per month.

IRS APPROVED TAX FREE SAVING VEHICLES PT. 1

https://youtu.be/ZwJX7eq6_ZM

IRS APPROVED TAX FREE SAVING VEHICLES PT. 2

https://youtu.be/-ZMq1UNRzZI

IRS APPROVED TAX FREE SAVING VEHICLES PT. 3

https://youtu.be/RSWFIxbyZH8

You are welcome to call 925.352.6000 or meet me in the beautiful San Francisco Bay Area.

 

 

 

Sincerely and with gratitude,

Joseph P. Tufo

Certified Cash Flow Consultant, Certified Capital Specialist, Certified Trainer MedXPrime

925-352-6000 Cell 800-669-2700 (USA Only)

josephptufo@gmail.com joe@joetufo.com

http://www.workingcapitalfast.com

https://www.medxprime.com/jptufo Learn about our MedXPrime programs and services

https://www.financialhalo.com/jptufo Learn about MedXPrime/Financial Halo programs and service. Consider enrolling as a new Associate.

https://db202.isrefer.com/go/pfp/a1488/ PFP: Commercial Loans, Business Funding, REEP

http://www.StrydeAdvisors.com/161424 Agent Opportunity: R&D Tax Credits, Expense Reduction

http://www.gmgsavings.net/index.cfm?id=161423 Our Average Client Receives $240,000 in Tax Benefits!

https://about.me/jptufo/

jptufo.worldgn.com Dr Helo The BEST wearable technology for health

Skype: jptufo

LinkedIn: http://www.linkedin.com/in/joetufo

Referral Key: http://www.referralkey.com/joetufo

Facebook: http://www.facebook.com/joetufo

Twitter: https://twitter.com/joetufo

Social Media Ideas: http://www.TopLinked.com/a/?a=141714

MedXPrime, Commercial Loans, Business Funding, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, Accounts Receivable Recovery, PGX Testing, and More...

Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation

Trust, Integrity and Service Here Today Here Tomorrow

You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area

 

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Debt/Equity Funding, #SBLC, #BG, #SWIFT, #Proof of Funds, # Gold, #Silver, #Precious Metals, #Hard Assets, #Complex Trusts, #Foundations, #Private Banking, #

9 out of 10 Commercial Property Investors are Overpaying on Income Taxes

Year after year, the Federal Government has continued to incentivize those who invest in Commercial Property. The IRS has established guidelines that, if ignored, cause commercial real estate investors to pay more in taxes than they should.

What guidelines are being ignored by Commercial Property Investors?
Those revolving around Accelerated Depreciation; known in the taxation world as Property Cost Segregation.

Ramifications of Improper Depreciation Allocation

Most commercial property investors do not truly understand the substantial benefits of accelerated depreciation. This is evidenced by our analysis of thousands of depreciation schedules over the years. We have found less than 10% of investors are properly depreciating their properties. The most common misconception is, “I am going to get this money anyway”. Is this a true or false statement?

Let’s investigate…

  1. Capital Gains vs Ordinary Income Rates
    Although the mechanics of these calculations are not always as simplistic as we will be making it for this example, the short response is – increased depreciation leads to paying taxes at the capital gains rate as opposed to the ordinary income rate. Since capital gains rates are likely much lower than the Investor’s income tax rate, they would benefit from accelerated depreciation.
  2. Time Value of Money
    Simply put, your dollar is worth more today than it will be in the future. A tax dollar saved today therefore is worth more than a tax dollar saved in the future. Why lock up a tax savings in your property for 27-39 years when you can receive it today?
  3. Catch-Up Depreciation
    If you have not completed a Cost Segregation study on your property that you have held for a period of time, did you know that you can capture your entire missed benefit immediately? The IRS allows you to complete a 481 adjustment thus enabling you to catch up all the missed accelerated depreciation into the current tax year. This provision alone could save you hundreds of thousands immediately!
  4. The Power of Cash in hand
    You are a real estate “investor”. This means you understand the investing power of having funds in your hand today. Cash today [in the form of tax savings] enables you to invest in additional properties. The benefits of this are exponential and allow continued growth of your investment portfolio.

Correct allocation of real estate depreciation is essential for Commercial Property Investors to effectively manage their tax situation. Are you one of the 90% who are missing out on opportunities that 10% of your competitors are capturing?

For a free analysis of your Depreciation Schedules, please send an email to joe@joetufo.com

 

Sincerely and with gratitude,
Joseph P. Tufo
Certified Cash Flow Consultant, Certified Capital Specialist, Certified Trainer MedXPrime
925-352-6000 Cell 800-669-2700 (USA Only)
https://www.medxprime.com/jptufo Learn about our MedXPrime programs and services
https://www.financialhalo.net/jptufo Learn about MedXPrime/FH and enroll as a new Associate
https://db202.isrefer.com/go/pfp/a1488/ PFP: Commercial Loans, Business Funding, REEP
http://www.StrydeAdvisors.com/161424 Agent Opportunity: R&D Tax Credits, Expense Reduction
http://www.gmgsavings.net/index.cfm?id=161423 Our Average Client Receives $240,000 in Tax Benefits!
jptufo.worldgn.com Dr Helo wearable technology for health
Skype: jptufo
MedXPrime, Commercial Loans, Business Funding, Cost Segregation, R&D Tax Credit, Property Tax Mitigation, Accounts Receivable Recovery, PGX Testing, and More...
Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation
Trust, Integrity and Service Here Today Here Tomorrow
You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Specialized Tax Incentives, #Expense Reduction

Specialized Tax Incentives for the Medical & Health Care Industry

If you have yet to hear; Local, State, and Federal Governments have been feverishly enacting numerous incentives to help stimulate business economies. Due to the high tax brackets of most medical practitioners, these incentives are now an essential part of the tax planning process. If you haven’t had a thorough review of your qualifications for incentives, keep reading.

How Much Money is Available?
The average available benefit for a small practice with their own building is $160,000.

Who Qualifies?
The following is a list of common qualified practitioners:

  • Physicians
  • Dentists & Orthodontists
  • Dermatology & Skin Care
  • Vision & Eye Care
  • General Practicioners
  • Surgeons
  • Therapists
  • Medical Imaging

How Do I Qualify?
You may qualify if you meet any of the following:

  • Own Commercial Property
  • Directly Employ U.S. Staff
  • Pay Real or Personal Property Tax
  • Pay State or Federal Income Tax
  • Perform Energy Efficiency Upgrades
  • Upgraded Equipment Purchases

How Do I Learn More?
If you would like a thorough analysis of incentive dollars available for you, please contact us today.

 

 

Joseph P. Tufo
Certified Commercial Capital Specialist, Certified Cash Flow Consultant, Certified Trainer MedXPrime
Alamo California (San Francisco Bay Area)
925-352-6000 Direct 800-669-2700 USA Only

joe@joetufo.com

https://www.medxprime.com/jptufo Learn about our MedXPrime programs and services
https://www.financialhalo.net/jptufo Learn about MedXPrime/FH and enroll as a new Associate
https://db202.isrefer.com/go/pfp/a1488/ PFP: Commercial Loans, Business Funding, REEP
http://www.StrydeAdvisors.com/161424 Agent Opportunity: R&D Tax Credits, Expense Reduction
http://www.gmgsavings.net/index.cfm?id=161423 Our Average Client Receives $240,000 in Tax Benefits!
http://jptufo.worldgn.com Dr Helo wearable technology for health
Click Here -Private Webinar Joe Tufo
Skype: jptufo
Referral Key: http://www.referralkey.com/joetufo

MedXPrime, Financial Halo,
Commercial Loans, PFP, Stryde
and Business Consulting
Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation.


Trust, Integrity, and Service: Here Today, Here Tomorrow.
You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area.

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Specialized Tax Incentives, #Expense Reduction

Four Reasons Why Medical Practitioners Should NOT Own Commercial Property

Commercial property can often be a great investment for those in the medical community. Many ponder whether or not to enter the world of property ownership. Others are property owners and have the property tax bills to prove it!

After spending more than a decade in commercial property consulting, we have identified four common reasons why Medical Practitioners should not own commercial property:

1. Too Successful in their Field

Due to the highly specialized training and education necessary to participate in the medical field, most practitioners are solely focused on the business of medicine leaving no time to focus on the business of business. Often those in the medical arena find success and thus fail to focus on the financial components of their practice. Remember, the success of your practice is due to the team you have in place with each member playing his or her part. Likewise, a full team of specialists is required to maximize your investment in commercial real estate.

2. Lack of Tax Knowledge

Have you ever uttered the phrase, “My CPA handles my taxes?” If so, you should not own commercial property.

When it comes to the unique tax issues that revolve around property ownership, you need a diverse financial consulting team in place. Many owners do not have enough information even to choose the correct entity structure for their property. Those in the medical community are highly educated in the specialized areas of their practice however, extremely limited in taxation acumen. To compensate for this, they often blindly trust their CPA representation to handle all financial matters. Unfortunately, CPAs lack expertise in the specialized areas of the tax code as it pertains to commercial property ownership.

If you or your CPA has not aligned yourselves with outside expertise in specialized areas such as: Procurement of Tax Incentives, Accelerated Depreciation, Property Valuation, and Energy Efficiency Incentives – you should not own commercial property.

This leads us into…

3. End Up Paying Way too Much in Taxes

The government has done a reasonable job at providing tax incentives for property owners. The problem; they don’t know how to disseminate information to the beneficiaries. In other words, the government passes a bill and those that were intended to benefit don’t get the memo! Because of this, owners of property end up paying much more than they should in taxes. Additionally, property tax valuations across the nation are completely out of whack due to the recent recession. Properties are simply not worth the amount they are being assessed. If you are not an expert in property valuations and assessments, you either need to find one or stay out of commercial property ownership.

4. Energy Inefficiency

Is the building energy efficient? Will the state or federal government require it to be? How much are the utilities truly going to cost?

Utilities are a bottom line expense and often completely out of the owners’ control. Most in the medical community have no knowledge of how to manage this expense. Even fewer are privy to the conservation products on the market. If you are unfamiliar with terms such as: Energy Metering, Power Factor Correction, Kilowatt-hours (kWh), or Demand Rate; you definitely should not own a commercial property.

In conclusion, property ownership is not for the faint of heart. If you own property or are thinking about jumping into this world, you should consult a firm with expertise in all of the areas listed above to ensure your investment will perform as intended.

If you would like more information on how to maximize your investment through tax strategies and energy conservation products, there are free consultations available for you. Contact us for more information.

 

 

Joseph P. Tufo

Certified Commercial Capital Specialist, Certified Cash Flow Consultant, Certified Trainer MedXPrime

Alamo California (San Francisco Bay Area)

925-352-6000 Direct 800-669-2700 USA Only

jptufo@gmail.com joe@joetufo.com

http://www.workingcapitalfast.com

https://www.medxprime.com/jptufo Learn about our MedXPrime programs and services

https://www.financialhalo.net/jptufo Learn about MedXPrime/FH and enroll as a new Associate

https://db202.isrefer.com/go/pfp/a1488/ PFP: Commercial Loans, Business Funding, REEP

http://www.StrydeAdvisors.com/161424 Agent Opportunity: R&D Tax Credits, Expense Reduction

http://www.gmgsavings.net/index.cfm?id=161423 Our Average Client Receives $240,000 in Tax Benefits!

http://jptufo.worldgn.com Dr Helo wearable technology for health

Click Here -Private Webinar Joe Tufo

Skype: jptufo

LinkedIn: http://www.linkedin.com/in/joetufo

Referral Key: http://www.referralkey.com/joetufo

Facebook: http://www.facebook.com/joetufo

Twitter: https://twitter.com/joetufo

Social Media Ideas: http://www.TopLinked.com/a/?a=141714

MedXPrime, Financial Halo, Commercial Loans, PFP, Stryde and Business Consulting

Providing Honest Answers in a Timely Manner No Matter How Difficult the Situation.

Trust, Integrity, and Service: Here Today, Here Tomorrow.

You may schedule a visit and meet me in person in the beautiful San Francisco Bay Area.

#Money Available, #Next Generation Funding, #Funding, # Franchise Funding, #Medical Financing, #Hotel, #Motel, #Resort, #100% Funding, #Commercial Loans, #Commercial Investments, #Business Consulting, #Business Funding, #Commercial Real Estate, #Specialized Tax Incentives, #Expense Reduction

1 2 3