Success Institute

Home

About Us

Services

Case Studies

Contact

HomeWho We AreAbout UsTAX PROGRAMBusiness owners and individuals have access to a variety of unique of tax decuctions. This incredible tax program will teach you what deductions are available and will provide you with personal consulting from experts that can create a tax strategy that is unique to you. Each client will receive a tax planning and corporate strategy session along with the following:Development of a personalized tax strategy for both you and your businessEntity consultationUnlimited tax planning and consulting via phone, email and faxPrepare annual Federal and State corporate and personal tax returnReview and audit of previous two years taxesAudit protectionServicesMASTERING MONEYBuilding wealth requires both discipline and knowledge. The great financial habits that you form can lead you down a path of financial independence and the creation of true wealth. The first step is to understand which tools are available to you and to construct your own personal path to financial success that consist of strategies ranging from the simple to the complex. Whatever your goals, Success Institute can help you get there.Each client will receive a printout that includes a personal snapshot of their financial position and projections of where they can be in the future in the following areas:Financial Leverage - Using other people’s money to keep more of your ownLife Insurance - How much and whenAutomobile expenses - Proper financing or no financingHome Mortgages - Don’'t be mortgaged to deathDeath and TaxesTax Free, Tax Exempt, Tax Deferred – What’s the Difference?Income Tax Odds and EndsEducational Savings PlansUnderstanding multiple streams of incomeSmall business and tax shelters –Investment portfoliosStock market investmentsTax liensReal estate propertiesTax deedsCase StudiesASSET PROTECTIONOur Asset Protection program offers numerous presentations that provides education on how to protect and build wealth and includes: lawsuit protection and prevention, tax reduction, estate planning and wealth creation strategies. Each of our clients will receive online tools and personal presentations on the following:Lawsuit Protection and Prevention Sources of lawsuits business owners are exposed to and how to protect against them. How business owners should be structured: C-corps, S-corps, FLP's, LLC's, etc. Learn how to use the only legal tool that can protect 100% of a business owner's professional and personal assets from lawsuits, liens and levies. Statistically not even one in 100,000 are using this tool. How to protect a business, property, retirement funds and assets in the event of a judgment in excess of liability insurance or exclusion in a policy. Which state laws provide the greatest asset protection? A business owner may live in one state but use the superior law of another state to his or her benefit. The serious problems caused by putting assets in a spouse's name. Why this strategy does not work to protect assets. Lawsuit protection strategies most advisors are unaware of. Only 780 of the more than 1 million practicing lawyers in American claim lawsuit protection as one of their specialties. Tax Reduction and Estate Planning How to save up to 34% in income taxes by using the "4" most overlooked tax benefits available to business owners. (It is estimated that only 2% of business owners know the "4") Legal strategies that will eliminate 100% of capital gain taxes on the sale of a business or other assets. Three tools business owners can use to pass assets to their heirs estate tax free. Without the right estate plan, up to 52% of assets will be lost to taxes upon death. ContactENTITY STRUCTURINGSuccess Institute believes in assisting clients in every step of the process of creating a new entity. We can guide you through the incorporation process and guide you to the correct choice of choosing the type of entity that best serves your needs, whether that is a C-corporation, an S-corporation or a Limited Liability Company. Each of our clients receives an individual, ongoing consultation and a business binder that includes the following:Articles of organizationList of officersBusiness licenseResale licenseBy-lawsEIN creation and processingOngoing consultationBusiness PlansBUSINESS PLANSA solid business plan is critical to the success of securing sufficient capital and organizing the thought process behind each strategy of your business. We begin with an effective questionnaire that allows you to organize your concepts which is then developed into a comprehensive business plan. This process is completed with a thorough, one-on-one consultation. This business plan can then be used for grants, loans, venture capitalists and angel investors.Each of our clients will receive a binder of a completed business plan that includes the following:Executive SummaryCiompany DescriptionMarket AnalysisBusiness StrategiesImplementation ScheduleWeb StrategyExecutive Management SummaryFinancial ProjectionsContact UsContact Us© Eastern Consulting Ltd All human and alien rights protected.