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Free 412 Split Funded Defined
Benefit Plan Feasibility Study
Tax, Litigation and Retirement Planning
  412 Split Funded Defined Benefit Plan
  Captive Insurance
  Premium Financing
  Corporate Charitable Planning
  Family Limited Partnership
  Survivorship Stand-By Trusts
  Qualified Money Conversions
  CRT Rescue
  IRA Exit Strategy
  Section 79
 


 


A Qualified Plan Consultant will prepare a custom 412 Plan Feasibility study for your business or practice based upon your unique goals and circumstances and your business's cash flow.

 
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Tel: 800-433-9667
   

 

Doctors, Lawyers,
CPA's, Business Owners,

High Wealth and High Income Individuals

 

Special Road show coming to a city near you!
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Contact Bert, Cash & Hy to arrange for a meeting in your area.

Have you done your planning?



 

Charitable Funding Network
Convert your Hidden Asset into hundreds of thousands of dollars!

 

412 Split Funded Defined Benefit Retirement Plans
Simplicity, High Income Tax Deductible Contributions, Guaranteed Benefits.

 

Long Term Care
To Protect your Assets against Health Care expenses

 

Asset Protection Planning
To Protect your Assets from Creditors

 

Income Tax Planning
To Minimize your Current Income Taxes

 

Retirement Planning
To Maximize your Retirement Income

 

Estate Planning
To Maximize the Estate Passed to Heirs

 

Financial Calculators
To Assist with Your Planning


Let

Bert & Cash Cutler and
Herman "Hy" Yurman,
one of the founders of the College of Financial Planning,

Help with your planning.

Bert and Hy, with over 60 years of working with taxes and how they impact Americans, provide Income Tax planning for Business Owners and Professionals, together with Asset Protection, Estate planning, and Retirement planning.

The late Judge Learned Hand, Chief Justice of the Court of Appeals, New York State, said "so arrange your affairs, as to pay the least amount of tax." Hy & Bert will assist you, using the Internal Revenue Services' own code, to do just that!

Read what the Tampa Bay Business Journal said about Bert and Hy in January of 1998.

Contact Us with our Information Request Form

Taxstrategy.com,  Tel: (800) 433-9667
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