Silver Program Details
I am very excited to share with you a program we have developed, called the
Silver Coaching Program
.
This program is our basic
tax, entity and wealth building
program. It is designed for individuals and businesses that have a need for simple strategies.
In the
Silver Coaching Program
, our Coaching staff will formulate and show you specifically how to implement an effective plan to:
a)
Reduce
Taxes
to a legal minimum
b)
Protect
your business & personal assets from unnecessary loss
c)
Utilize
appropriate entity structuring
d)
Educate
you with information on the appropriate entities as necessary
e)
Recommend
a sound business structure to become audit-proof.
This basic 6 session course includes:
*
Six Months of Coaching
with Tax Saving Attorney Drew Miles and his coaches, who will walk you through the necessary steps to legally minimize your taxes, properly formulate your entity structure and uncover how to best protect your assets. This includes 6 webinar classes and access to the coaches' "Office Hours" for your personalized one-on-one questions or needs.
*
5 Hour Audio Course
entitled
"Incorporating Brilliance"
with transcribed workbooks to highlight specific areas of concern.
*
Bi-Weekly Teleclasses
with question and answer sessions, these are private and passworded for our students only.
*
Access to the Pathfinder Website
which offers a comprehensive resource center to meet all of your documentation needs, audio references, bonus tax booklets and much more. This is private and passworded for our students only.
*
Monthly Newsletter and Weekly Email Tips
outlining hundreds of powerful tax savings techniques.
*
Wealth Builder's University
an ongoing educational program with current tax deduction and asset protection strategies, designed to enhance your Wealth Building education, two months included.
*
Tax Saving Scorecard
a written report, documenting tax deductions and savings before and after your Pathfinder Program.
* Tax Return Review a basic review of schedule "C" and "E" of your tax return.
*
2 Event Tickets
to one of our national seminars as part of your continuing Wealth Building education.
The cost $2795.00 - The Silver program comes with the Pathfinder Guarantee - we will teach you the strategies and techniques that will allow you to build wealth and/or save between
$10,000
and
$30,000
in U.S. taxes. If not, we will refund 110% of the program cost.

Gold Program Details
I am very excited to share with you a program we have developed, called the
Gold Coaching Program
.
This program is our intermediate
tax, entity, asset protection and wealth building
program. It is designed for individuals and businesses that have a need for more advanced strategies.
In the
Gold Coaching Program
, our Coaching staff will formulate and show you specifically how to implement an effective plan to:
a)
Reduce Taxes
to a legal minimum
b)
Protect
your business and personal assets from unnecessary loss
c)
Utilize
appropriate entity structuring
d)
Educate
you with the information on the appropriate entities as necessary
.
e)
Recommend
a sound business structure to become audit-proof.
We will advise you on major wealth building strategies including:
1)
"Upstreaming" Income
- the process of legitimately moving income from a high structure to a low tax structure. Its purpose is to virtually eliminate state corporate taxes and to keep federal corporate taxes at the lowest rate possible.
2)The power of the
IRA Business System
. This is a great way to reinvest the monies recovered from overpaying taxes, or invest other funds in a tax free environment.
3)The importance of having truly
Self-Directed
vs.
Partially Self-Directed IRA's
.
This 12 session intermediate program includes:
:
*
Twelve Months of Coaching
with Tax Saving Attorney Drew Miles and his coaches, who will walk you through the necessary steps to legally minimize your taxes, properly formulate your entity structure and uncover how to best protect your assets. This includes 12 webinar classes and access to the coaches' "Office Hours" for your personalized one-on-one questions or needs.
*
5 Hour Audio Course
entitled "
Incorporating Brilliance
" with transcribed workbooks to highlight specific areas of concern.
*
Bi-Weekly Teleclasses
with question & answer sessions. These are private and passworded for our students only.
*
Access to the Pathfinder Website
which offers a comprehensive resource center to meet all of your documentation needs, with audio references, bonus tax booklets and much more. This is private and passworded for our students only.
*
Monthly Newsletter and Weekly Email Tips
outlining hundreds of powerful tax savings techniques.
*
Wealth Builder's University
an ongoing educational program with current tax deduction and asset protection strategies designed to enhance your Wealth Building education, two months included.
*
Tax Saving Scorecard
a written report, documenting tax deductions and savings before and after your Pathfinder Program.
* Tax Return Review a basic review of schedule "C" and "E" of your tax return.
*
2 Event Tickets
to one of our national seminars as part of your continuing Wealth Buliding education.
The cost $4995.00 - The Gold program comes with the Pathfinder Guarantee - we will teach you the strategies and techniques that will allow you to build wealth and/or save between
$40,000
and
$70,000
in U.S. taxes. If not, we will refund 110% of the program cost.

Diamond Program Details
I am very excited to share with you a program we have developed, called the
Diamond Coaching Program.
This program is one of our most comprehensive
tax, entity, asset protection, wealth building, estate planning,
and
asset succession
programs that Pathfinder provides.
The
Diamond Program
is designed for high net-worth individuals, committed to producing results in terms of
bullet-proofing their assets, minimizing their taxes and getting their estate planning in order
.
We will analyze and recommend the best
retirement planning
vehicles for your circumstances and needs. In addition, we will provide an estate planning trust, which will
reduce your estate taxes
, give you continued control over your assets,
protect your privacy
and provide for
asset succession
.
In the
Diamond Coaching Program
,
your Coaching team will formulate and show you specifically how to implement an effective plan to:
a)
Reduce Taxes
to a legal minimum
b)
Protect
your business and personal assets from unnecessary loss
c)
Utilize
appropriate entity structuring
d)
Provide
you with the set up of the appropriate entities as necessary
e)
Recommend
a sound business structure to become audit-proof
The
Diamond Program
is an aggressive 2 to 4 month program designed for our high level students who are looking for results in terms of tax savings, asset protection and much more....
This aggressive program includes the following:
* A team of 2 Pathfinder Certified Coaches
, including at least 1
CPA
or an
Attorney
, who will work directly with you in analyzing your current situation. They will design and customize a wealth plan based on your personal needs and goals.
* Bi-Weekly Teleclasses
with question & answer sessions, unlimited. These are private and passworded for students only.
*
Access to the Pathfinder Website
which offers a comprehensive resource center to meet all of your documentation needs, with audio references, bonus tax booklets and much more. This is private and passworded for our students only.
* Monthly Newsletter and Weekly Email Tips
outlining hundreds of powerful tax savings techniques.
* Wealth Builder's University
an ongoing educational program with current tax deduction and asset protection strategies designed to enhance your Wealth Building education, 12 months included.
* Tax Saving Scorecard
a written report, documenting tax deductions and savings before and after your Pathfinder Program.
* Tax Return Review a basic review of schedule "C" and "E" of your tax return.
*
2 Event Tickets
to any of our national seminars, (unlimited), as part of your continuing Wealth Building Education.
*
Two US Home State Entities
set up by Pathfinder Business Strategies, L.L.C.
* One Family Limited Partnership
or a level-three revocable
Estate Planning Trust
or one
Treasure Coast Trust
to maximize your tax-free retirement or your personal welfare benefit package.
*
The
Diamond
format is:
* Two fact finding /coaching sessions
* Two individual sessions to discuss, design and review your Family Limited Partnership,
Treasure Coast Trust or Estate Planning Trust.
* Delivery of the Diamond Coaching Analysis, Findings and
Recommendations report (AFR)
* A session to review and implement the AFR Report
Our AFR report will provide you with:
*
An analysis
of your current tax situation and entity structure, including areas of vulnerability.
*
Detailed recommendations
for tax deductions, you are currently missing, including pertinent code sections, case law and revenue rulings.
*
A custom-designed
entity structure to properly protect both your personal and business assets.
*
Our proof of savings,
complete with supporting documentation (i.e. written plans as required by the IRS, an audit-proofing tax diary, etc.).
*
An analysis
of your opportunities for future tax savings.
* An organized written presentation
, easily used by your legal and financial support team in implementing or maintaining the strategies that will provide you with the tax savings and asset protection you require.
*
Program Qualifications
include an annual income in excess of $250,000 and/or a net-worth of $2,000,000 or more.
The cost $25,000.00 -The Diamond Program comes with the Pathfinder Guarantee - we will teach you the strategies and techniques that will allow you to build wealth and/or save between
$110,000 - $150,000
in U.S. taxes.
