GT One Pager Nov 11

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This overview document focuses on tax strategies for the clients of CPAs, wealth advisors and lawyers

transcript

1

The Year is Almost Over

Have Your Clients Prepared for Tax Season?

November 2011

For More Than a Decade, We Have Worked Closely With Accountants,

Financial Consultants, Lawyers, and Other Professional Advisors to

Help Their Clients Become More Successful

There’s Still Time to Implement Profitable Initiatives Before the End of 2011

Businesses Have Time to:

Increase business expenses on strategy consulting, business planning, marketing, information technology, and other professional services to prepare themselves for 2012. All of these expenses are deductible.

Take advantage of tax benefits associated with purchasing fixed assets like equipment, computers and vehicles and completely deducting them in 2011 (Section 179).

Quickly and efficiently sell assets that are now worth less than at purchase to generate a loss against other gains.

The capital gains tax is not likely going down. It may be time to consider selling a business before rates go up. A professional sales process can take a year or more to maximize the value to the business owner.

Raise capital by selling stock and offering a 100% capital gains exclusion to investors (see below).

Investors Still Have Time to:

Invest in the stock of qualified small businesses before January 1, 2012 and avoid any capital gains when s/he eventually sells the stock. This is a 100% capital gains tax exclusion. There is no income phase out for this program.

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Let Us Partner with You to Provide Platinum Level Advisory Services to Your Clients

(And Help Get Something Done in 2011 if They Need It!)

Company and Asset Sales • Alternative Investment Opportunities

Market Research • Capital Raising

Strategy Consulting • Business Planning

For More Information about GT’s Capabilities and How We Can Work Together

Troy Centazzo Engagement Partner (310) 846-5009

Troy_Centazzo@growthink.com

Connect with me on LinkedIn. Member, FINRA and SIPC