Insights, Inspirations, and Practical Principles for Living a Prosperous Life

Welcome innovators, movers & shakers, & visionaries!

Welcome innovators, movers & shakers, & visionaries!

I’m excited to launch this new program that can have a huge financial impact on you, your business and your money … “Cha-Ching!”.

Tell me more … 

Being a seasoned business owner myself, I know that owning your own business is an amazing feeling and a huge accomplishment. There is nothing more fulfilling than creating a business and income stream from something you love to do, and that you are passionate about. On the flip side, I also understand the responsibilities and financial challenges of a small business owner. In many cases, small business owners, like you, don’t have the time or mind space to think about how to make their financial situation more efficient. Or how to strategically leverage their business so that you can put more money away for yourself and increase your assets. That’s where this unique program comes in! 

This program is for business owners who want to:

  • Save on taxes that they pay the IRS
  • Get big business tax saving as a small business owner
  • Increase cash flow without having to expand operations or selling more products
  • Implement proper Asset Protection for Key Employees
  • Increase personal and business financial Assets
  • Start a formalized business entity
  • Pay off their mortgage in potentially half the time than their mortgage term
  • Start a college plan and increase their dependent’s potential for receiving scholarships and grants
  • Save for future medical expenses

How Tax Savings Works

The first step is a FREE Assessment to see if you qualify for this program. 

This program can help business owners next level their business! It creates a professional support team that helps to create tax efficiency, tax savings, increases your cash flow, increase your assets, and so much more. The goal of this professional support team is to create opportunities that lead you towards Infinite Wealth.

Who can qualify for this program? 

  • Solopreneurs who pay taxes to the IRS at a minimum amount of $2,000 per year
  • Small business owners with minimum of 1 employee who pay the IRS a minimum of $2,000 per year 
  • Gig worker who receives one or multiple 1099(s) and pays IRS Self Employment taxes at a minimum amount of $2,000 per year
  • W2 employee with a Spouse who has a full time or part-time business and as a combined household pays IRS & state taxes per year 

Let’s talk, sign up for a FREE consultation to see if you qualify for this program!

Documents Needed For The Qualification Process: 

  • 1 to 2 years of tax returns (personal & business) 
  • Retirement accounts (401k, 403b, IRA, Stocks) statements

Who are the professionals that would be working with you in this program? 

About Your Tax Planners

Ed Lyon, JD.

Chief Tax Strategist

Ed Lyon is an authority on tax planning – an author, consultant, speaker, Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.

Jay Kim

Esq., M.S. Tax, CPA

As a lifelong learner and entrepreneur, Jay is passionate about helping businessowners reduce their personal income tax. Jay Kim is a dually licensed California Tax Attorney and Certified Public Accountant with several years of sophisticated experience from KPMG and Deloitte and focused on international tax matters affecting businesses and individuals, including executive compensation arrangements, expatriate and foreign national tax compliance.

Jay Kim also had worked at a prestigious law firm representing clients in tax audits and controversies in both criminal and civil cases. Jay Kim owns a law firm that specializes in taxation and business support services for individuals, professionals and small businesses. Jay Kim graduated from Loyola Law School, earning a J.D., after graduating from DePaul University with a Master of Science in Taxation. He is also admitted to the California State Bar and runs a Tax Law firm specializing in audits and US Tax Court Representation.

“Show me the money!” 

If you are a visual person like me, you not only need to understand the benefits, you also need to see the results. These are real-time cases from the first quarter of 2020. Will you be added to this on-going list? 

Yearly Tax Savings

Bob & Angie’s Story

Check out this video that shows a husband and wife duo’s experience with this business owner program!

Let’s talk, sign up for a FREE consultation to see if you qualify for this program!

Bottom line, this program takes strategies and tools used in big business and brings them to Main Street. This can be a game-changer in your business and your personal finance. Take action today! Your business and your bank account will thank you for it. 

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