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419 Plan Promoter Sued
 

            Thank you for your interest in learning more about the 419 plan promoter that was recently sued by the U.S. District Attorney in the Northern District of Illinois.

            As I indicated in my newsletter, this is a good reminder for everyone that if it sounds too good to be true, that may really be the case. 

            And even if a tax structure is legitimate, if promoters over promote and flaunt it in the face of the IRS, typically the IRS issues negative press, or in this case negative Revenue Rulings, to throw cold water on it (and also in this case 419 plans funded with life insurance were added to the listed tax transaction list).

            To download the actual “Complaint for Permanent Injunction and Other Relief,” please click on the following link:

http://thewpi.org/pdf_files/Sunderlege.complaint.pdf

Taking your consulting to the next level!

            While you may already be a CPA/EA/accountant, attorney, or have a CFP, CLU, etc., designation, if you have not taken the CWPP™ course, you are missing out on a unique opportunity to grow your practice and provide the “best" advice to your clients.

            If you have not yet taken an advanced education/certification course and are considering taking one, you have come to the right place.  The Certified Wealth Preservation Planner (CWPP™) is the only “advanced” course in the industry designed to teach advisors unique practical tools to help high income and/or high net worth clients.
           
            To learn more about the CWPP™ you can click here to take a look at the 25-page course outline or go to www.thewpi.org/cwpp.

            Should You Become a CWPP Advisor?

            -You should if you are looking to significantly grow your practice and earn more money.

            -You should if you do not know, in detail, the following topics and how they can help your clients protect, preserve, and grow their wealth.

Domestic LLCs, FLPs and offshore asset protection trusts"Freeze" Partnerships"Advanced" College Planning, Section 79 PlansEquity Indexed Annuities, The Maximizer, 401k Plans, New Comparability PSPs, Defined Benefit and 412(e)3 Defined Benefit Plans (Cash Balance and Carve Out Plans), ESOPs, Life SettlementsLife Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, Medicaid Planning, Corporate Structure and many more topics.

 
 
 

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