Transcript Sales Matrixs - Amazon Web Services

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
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“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
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
A couple of very important
CONCEPTS…
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“Contingent Fee” Attorneys
“Heat Seeking Missiles”
There are only a few “Power” States
Not all Operating Agreements are
created equal
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SAM’S STORY
• REHABBER
• LANDLORD
• 1 LLC FOR EVERY REHAB
• 1 LAWSUIT
• LOST IT ALL: 30 PROPERTIES
-B.K.
-MULTIPLE FORECLOSURES
-DIVORCE
“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
“The Omega Wealth Protection System”
“3 Keys To Building & Keeping Wealth”
• Put Your Wealth Behind “The RIGHT
Shield”
• Do Business The Right Way
• Distribute Your Legacy As You Want
#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)
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Not All Entities Are Created Equal
#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 …
“Remember...
Best block, no
be there”
Not All Paperwork is Created Equally
#2 - Do Business The Right Way
• Keep A Record Of…
– Capital Contributions
– Ownership
– Operations
Made easy by
Omega System
“My client, Wil’s Story”
#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
Rockefeller Family
Name
Gross Estate Settlement
Costs
Net Estate
Percentage
Shrinkage
John D.
Rockefeller Sr.
$26,905,182
$9,780,194
64%
John D.
Rockefeller Jr.
$160,598,584 $24,965,954
$135,632,630
16%
$17,124,112
What is H.I.N.T.?
You know…
Be able to invest in “good deals”
based on what you are learning
and understand!
Cash Flow
Appreciation
That taxes are eating lots of
your profit!
Cash Flow
Appreciation
Without taxes!
Make TAX Free Money For Life
Which would you rather have?
$1,000,000 CASH Right NOW
OR
$.01 (one penny) that doubles in value
every day for 30 days
Penny doubled every day for 30 days is TAXED.
$5,368,709.12
vs.
$86,495.82*
Congress told IRS
“These Special Accounts are Tax
Protected”
Learn the unique rules
for self-directed accounts
“Mumbo jumbo” deciphered
“Riches are in the niches”
You can invest your self-directed account
into almost anything
Just a few limits investments
Take the Fear and Confusion
out of IRA rules, forms, paperwork
Concept 1 - Types of Accounts and
Basic Rules of Self Directed
Accounts
Concept 2 - Self Directed vs.
Stranger Managed Accounts
Concept 3 - Detailed Study
of Rules Unique to SelfDirected Investing
Concept 4 - Understanding
the Paperwork Components
Learn the vital how and why of
D.O.I. ‘s
Concept 5 – Deal
Structuring Part 1
“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
Concept 6 - Structuring
Deals Part 2
Concept 7 – Inherited
Accounts
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
Concept 8 - Tax Free
Living Before 59 1/2
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
Case Study #46
Justin S.
Covington, KY
• “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.”
“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
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.
“The Omega Wealth Protection System”
“The Omega Wealth Protection
Benefits”
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More Time & Money
Works With Any Type of Business
Easy To Implement / Turn key
Peace of Mind
A Serious Competitive Advantage
FINANCIAL FREEDOM
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