Year-End Tax Quiz...30 Seconds Could Save You Millions

Tate Johnson
2014-11-14 16:25:00

Taking this 30 second quiz could translate into millions of dollars in savings for you.


#1  Will you have taxable income for 2014?

#2  Do you have any fees payable to you before year-end?

If your answer is YES to both questions, move on to #3. 

If your answer is NO to either question, STOP.  We can talk early next year.

#3  Do you enjoy sending upwards of 50% of your hard-earned fees to the government? 

 If your answer is NO, move on to #4. 

If your answer is YES, you can STOP.   I don’t have words.  

#4  Would you like to invest your fees on a pre-tax basis, defer your tax obligation into the future, and have the option of borrowing up to 95% of your deferred fees at 2.5% fixed?

If your answer is YES, we should talk soon.  It could mean millions to you.  

If your answer is NO, again, I don’t have words.  

Check out our new website – we think it’s pretty cool.  You can see what all of your colleagues are talking about, and how we can save you millions too!

About Tate Johnson

Tate Johnson obtained his degree in Finance from The Ohio State University, where he was a member of the Buckeyes football team. Following graduation, Tate worked as an auditor and consultant with various companies, including Ernst & Young LLP. After obtaining his law degree from Roger Williams University School of Law, Tate spent 5 years as a Director at Garretson Resolution Group providing healthcare lien resolution and settlement administration solutions to plaintiff attorneys. Tate is ...

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