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Ultimate Strategies for Business Owner

Now, we are living in one of the worst economic times in U.S. history; record high unemployment, loss of job security and fall of small businesses.  Yet, fact of the matter is that small business is critical part of sustaining U.S. economy as

"Fully 99 percent of all independent enterprises in the country employ fewer than 500 people. These small enterprises account for 52 percent of all U.S. workers, according to the U.S. Small Business Administration (SBA)."

Currently, many small business owners suffer from various challenges as a result of this worst economic times.  It can be directly (High taxes imposed by government) or indirectly (hard time surviving in business due to economic condition).

In our opinion, there are two critical factors in order for small business to survive or even thrive from current economic condition.  Those are:

1. Reduce tax obligations like big corporations
2. Keep most productive employees or executives that contribute significantly to your company

Business with lacking those two factors may drive down your company's profitability or even worse lose out from the competition...

What if there is strategies that allow you not only to retain but also attract key executives or employees by non-traditional compensation plan, while reducing your company's tax obligation more than ever before at the same time?

If this interests you as business owner, then this session is for you.

Here is the partial topics that we show you:

• How to maximize qualified plan deferral not available to an average employee

• How to attract key employees or executive by non-traditional compensation, while reducing company's tax obligation

• How to mitigate against loss of key employees

• And many more!

If you are business owner (or person who wants to start his or her own business) and want to survive or even thrive from this current economic condition, then this session is worth your time.

See you all at the presentation.


Meet meeting organizers: 

Takeshi "Ken" Yashima, Club Organizer 
Ken is this meetup organizer. He has involved in various investment / business deals including but not limited to real estate (Part owner of 170 units apartment complex in Austin TX and SFR), paper asset as well as precious metal investment. His website analyze how global economy affects our financial future as well as how to take advantage of this coming wealth transfer. Learn more about him at www.takeshiyashima.com

Wen Kao, Club Co-Organizer 
Wen is the Wealth Producer Group co-organizer working with Ken. Wen started in investing career in real estate and transitioned his career to financial education & wealth management industry. Wen is now a branch manager for Transamerica Financial Advisors and trains various advisors in the office. He is passionate about sharing financial knowledge and solutions traditionally only had been available to the wealthy with everyone who would love to learn! Traditional financial industry advisor would advise clients to invest in "mix of well-diversified mutual fund". However, the high net worth investors do not invest in mutual fund. Instead, they have access to active tactical money management and advanced tax strategies. He is also a professional trader & investor and brings his expertise in stock market in partnering with Ken's expertise in real estate investing.

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  • James C.

    Very informative seminar in helping small business owners to understand an overview of legal entity structure, tax concerns, and creative ways to retain key employees, etc.

    The most important information I learned is continuity of business in case something happens. If this is not well-planned ahead, there will be a lot of issues and disputes that might lead to the death of a business that one spent entire life to build.

    Another crucial piece of knowledge is the difference between self-employed and a true business. A lot of small business owners think they own businesses when instead they are self-employed. This totally changes the perspective about how to build a true business system.

    Very helpful seminar!

    March 24, 2014

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