robert fortune
STOP CALLING YOUR HOME AN INVESTMENT, IT’S AN ...

When you look at the growth in value of a single-family home over a 20-year period, the average REAL rate of return tends to be about 1%. I’m sure many of you may be thinking why is this such a low return? Well, let’s use a real-world example that I covered with a client a couple of months ago.

STOP CALLING YOUR HOME AN INVESTMENT, IT’S AN ASSET!
robert fortune
PROMISING ASSETS TO CHARITY IS THE #GOAT OF TAX ...

You might be right about me being crazy, but the above stated strategy is entirely possible. Mark Zuckerburg used a very similar strategy which eliminated billions he would have owed in capital gains tax. 

PROMISING ASSETS TO CHARITY IS THE #GOAT OF TAX PLAYS
robert fortune
WHAT IS A PAYROLL TAX REDUCTION PLAN AND HOW ...

If I told you there is a way that to reduce the amount of FICA and payroll taxes your business pays, increase employee benefits, and doing so would have no effect on any employees’ net pay; you might say I’m crazy. Well, my sanity may still be questionable, but the above stated is true.

WHAT IS A PAYROLL TAX REDUCTION PLAN AND HOW DOES IT WORK?
robert fortune
THE 6-FIGURE DEDUCTION & 20% BREAK ON YOUR ...

So, what does this mean in English? It means; if you’re a business owner that’s married (filing jointly) and you can keep your taxable income from your business under $315,000, $157,000 for all other tax payers, you will only be taxed on 80% of that income.

THE 6-FIGURE DEDUCTION & 20% BREAK ON YOUR AGI YOU MIGHT BE OVERLOOKING
robert fortune
LEAST BUSINESS FRIENDLY STATES: CAN A PTRP HELP?

Despite the states of New York, New Jersey and California containing one of the financial capitals of the world (New York City), and the first and second largest cities for venture capital, they are consistently rated by several sources to be the least business friendly states.

LEAST BUSINESS FRIENDLY STATES: CAN A PTRP HELP?

Budget

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Financial Refresh Live Q&A

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If learning how to make your money work for you is on your to-do list this year, then we've got you covered. I recently held an IG Live on Thurs. January 27 where I be answered all your burning questions on how to create and master your 2022 budget. Find that video below.

Invite your friends and come prepared to have your questions answered in the comfort of your home!

I will be having more of these sessions, with one coming in the next 2 weeks.

RSVP for a free consultation with me! *

Location: @Fortune_Advisory

*Limited time only