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with Jeff Watson , Esq. “The Lawyer To The Gurus”

“Tax FREE Money Forever”. with Jeff Watson , Esq. “The Lawyer To The Gurus”. What You’re About to Discover A roadmap to an unfair business advantage 3 Keys to Building & Keeping Wealth. The Challenge For Real Estate Investors. “Cookie Cutter” Legal Advice – SAM’S STORY

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with Jeff Watson , Esq. “The Lawyer To The Gurus”

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  1. “Tax FREE Money Forever” with Jeff Watson, Esq. “The Lawyer To The Gurus”

  2. What You’re About to Discover A roadmap to an unfair business advantage 3 Keys to Building & Keeping Wealth

  3. The Challenge For Real Estate Investors • “Cookie Cutter” Legal Advice – SAM’S STORY • Not Getting Ahead – Paying too much in Taxes • Little Or No “REAL” Wealth Protection • Struggle to Keep “Hard Earned” Wealth

  4. Challenges for RE Investors • Don’t FLIP and HOLD Property in same business • Not understanding the important differences between a single member LLS and multiple member LLC

  5. A couple of very important CONCEPTS… • “Contingent Fee” Attorneys • “Heat Seeking Missiles” • There are only a few “Power” States • Not all Operating Agreements are created equal

  6. ?

  7. SAM’S STORY • REHABBER • LANDLORD • 1 LLC FOR EVERY REHAB • 1 LAWSUIT • LOST IT ALL: 30 PROPERTIES • -B.K. • -MULTIPLE FORECLOSURES • -DIVORCE

  8. “Litigation can be War” • It’s very important to know how a contingent fee attorney thinks. • Would it help to know what your opponent is thinking? • Just imagine how it would feel to use that knowledge to your advantage when you ever get sued or threatened with a lawsuit

  9. “The Omega Wealth Protection System”

  10. “3 Keys To Building & Keeping Wealth” • Put Your Wealth Behind “The RIGHT Shield” • Do Business The Right Way • Distribute Your Legacy As You Want

  11. #1 - Put Your Wealth Behind The RIGHT Shield • An entity is a business organized according to state law to limit the liability of the owners • Entities can be… • Corporations • Limited-liability companies (LLCs) • Limited partnerships (LPs) • Not All Entities Are Created Equal

  12. #1 - Put Your Wealth Behind The RIGHT Shield • Move Your Assets Into a Low Risk Entity with proper Operating Agreements • Do Business In The Name of an Entity • NEVER HOLD properties in Corporations • Not All Entities Are Created Equal • Beware of the “FREE LLC” • Most Importantly …

  13. “Remember... Best block, no be there”

  14. Not All Paperwork is Created Equally

  15. #2 - Do Business The Right Way • Keep A Record Of… • Capital Contributions • Ownership • Operations Made easy by Omega System

  16. “My client, Wil’s Story” 865 N.E.2d 944 (Ohio App. 11 Dist. 2007) 170 Ohio App.3d 26, 2007-Ohio-122 SNYDER, Appellant, v. SNYDER et al., Appellees. No. 2004-A-0056. Court of Appeals of Ohio, Eleventh District, Ashtabula County. Jan. 12, 2007 Nicholas A. D'Angelo, Painesville, for appellant. Jeffery S. Watson, for appellees.

  17. #3 - Distribute Your Legacy As You Want • Avoid Unnecessary Taxes • Prevent Your Heirs From Fighting • Avoid Lengthy Probate Delays • Transition Your Business To The Next Generation

  18. Rockefeller Family

  19. What is H.I.N.T.? High Income No Taxes

  20. You know… How to do deals How to make money

  21. HIGH INCOME Be able to invest in “good deals” based on what you are learning and understand!

  22. Cash Flow Appreciation

  23. YOU KNOW That taxes are eating lots of your profit!

  24. I WANT BOTH! Cash Flow Appreciation Without taxes!

  25. Make TAX Free Money For Life

  26. Which would you rather have? $1,000,000 CASH Right NOW OR $.01 (one penny) that doubles in value every day for 30 days

  27. Penny doubled every day for 30 days is TAXED.  $5,368,709.12      vs.    $86,495.82*

  28. Congress told IRS “These Special Accounts are Tax Protected”

  29. Learn the unique rules for self-directed accounts “Mumbo jumbo” deciphered “Riches are in the niches”

  30. You can invest your self-directed account         into almost anything Just a few limits investments

  31. Take the Fear and Confusion out of IRA rules, forms, paperwork

  32. Concept 1 - Types of Accounts and Basic Rules of Self Directed Accounts

  33. Concept 2 - Self Directed vs. Stranger Managed Accounts

  34. Concept 3 - Detailed Study of Rules Unique to Self-Directed Investing

  35. Concept 4 - Understanding the Paperwork Components

  36. Learn the vital how and why of D.O.I. ‘s

  37. Concept 5 – Deal Structuring Part 1

  38. “Rule of 72" Avoiding taxes is vital… 45-year old | 15K Investment | 30% ROI 2.5 year double 45 to 65 = 20 years /2.5 = 8 doubles 15K becomes $3,840,000

  39. Concept 6 - Structuring Deals Part 2

  40. Concept 7 – Inherited Accounts

  41. Roth Magic If you left a Roth IRA with just $30,000 in an account earning 10% annually to an eight year old child, the distributions over the child’s lifetime would total over 5.5 million Completely Tax Free

  42. Concept 8 - Tax Free Living Before 59 1/2

  43. The Omega Wealth Acceleration Event absolutely blew me away. This is without a doubt, the single most important event that I have ever attended in my life. I cannot find the words to stress the importance of this event to my financial life. M. Bradley Gaskins, AIA – The McIntosh Group, LLC – Principal

  44. Case Study #46 • “I could have never afforded to have Jeff and Denise as my legal dream team to help me set everything up right. Now I have it plus I have lifetime updates to all my legal paperwork.” Justin S. Covington, KY

  45. “Small Change BIG Impact” With Jeff and Tim’s help I am able to virtually eliminate taxes on most of my deals. It was a small change to doing deals but is making a BIG Impact Jason Zak RE Investor Brunswick, OH

  46. I highly recommend the Omega system for any new real estate investor or brand new business owner in general. As a “newbie” I was concerned… “Omega” provided me with first steps to take to set my business up right. I obtained tremendous knowledge from the packaged program.

  47. “The Omega Wealth Protection System”

  48. “The Omega Wealth Protection Benefits” • More Time & Money • Works With Any Type of Business • Easy To Implement / Turn key • Peace of Mind • A Serious Competitive Advantage • FINANCIAL FREEDOM

  49. Why are HINT & Omega Different? • These are Dynamic Wealth Protection Products • Laws Change so HINT & Omega change with them. • Membership portals are living and breathing sites with new legal forms and updates

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