SERVICES
Group 1 - Specialized Tax Incentives Group​
It has been estimated the majority of US small businesses have not applied for and received the R&D Tax credits or refunds because they think that they do not qualify. Leaving lots of money on the table!
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CLICK HERE to find out if your company qualifies for
R&D (Research and Development) Tax Credits/Refunds
Other Tax Incentives:
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CostSeg - Annual savings on Income Taxes​
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Work Opportunity Tax Credit (WOTC) - Incentives to $9,600 per person based on hiring qualified workers.​​
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Employee Retention Incentives (ERC)​
CLICK HERE to find out if your company qualifies
for any of these Other Tax Incentives
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Notes:
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​Using our advanced technology, we can determine IF the Client may have tax incentives available to them - This process takes about 15-20 minutes. If our Client qualifies for any of these savings, our Team will do the detailed analysis and due diligence at NO COST to the Client. If our Client chooses to take advantage of any of these savings, Client will be charged a fee based on the actual amount of savings acquired. ​ Our Team will also prepare the necessary forms and paperwork for the Client's CFO and CPA to implement the plan at no additional costs.​
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A lot of CPA firms and Tax Attorneys say that they have a person who can identify the tax incentives and refunds for a Client meaning they issue a paid purchase order or subcontract to 1 or 2 people to do the analysis. In 95% of the cases, the initial process usually takes 30 to 90 days. Further, the benefits that report are typically 50% to 60% of what is available to be claimed. This occurs because the individuals doing the analysis do not fully understand the dynamics of company operations and impact on work distribution when a special project is assigned to company personnel. This is especial true regarding the R&D Tax Incentives.
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THE SECRET
COMPOUND INTEREST THAT GROWS BASED ON STOCK MARKET
PERFORMANCE WITHOUT THE FEAR OF FINANCIAL LOSSES!
Use the MARKET WITHOUT BEING in the MARKET!
EXAMPLE:
Sevings account A and savings account B each have $100,000 cash balance in January 1996.
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Account A earns interest based on the performance of the S&P 500 stock market index, both gains and losses. If the index exceeds 0%, the interest credited to the account balance is the growth of the index. If the index is less than 0%, the account is adjusted by the negative interest and the principle balance changes accordingly.
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Account B earns interest based on the performance of the S&P 500 stock market index also but has a floor. If the index exceeds 3%, the interest credited to the account balance is the growth of the index less 3%. If the index is 3% or less, the account balance receives no interest and the principle balance does NOT change.
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Using this example over the period 1996 through 2016, Account A would end the period wilh a gross principle balance of $304,567. Over the same period, Account B would have a gross principle balance of $551, 921.
21st CENTURY INNOVATION
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INDEXED UNIVERSAL LIFE INSURANCE (IUL)
THE NEW STANDARD IN WEALTH ACCUMULATION AND PROTECTION
IT JUST KEEPS GETTING BETTER!
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Leading Carriers Have New and Improved Performance Options that Opens the Maximum CAP on Accrued Compounded Interest to Unlimited Growth.
IUL - Indexed Universal Life Insurance
Alliance Group
Frequently Asked Questions
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How does IUL compare to a normal investment savings plans (e.g., 401K, Roth IRA, 403b -457 plans, pensions, or mutual funds) in terms of performance, flexibility, taxes, & risks? The answer will likely surprise you!
What appears on the surface to make sense in these normal investment portfolios may actually degrade your ability to achieve your goals - You will most likely have a higher probability of OUTLIVING your available money!
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What If I have already have some of these plans in-place? Sterling Secure's Strategic Life Planning will help you to align all of your assets that works best for your short-term and long-term needs and goals.
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Contact Sterling to get the amazing details!
612-819-2460
Performance - Flexibility
Safety - Freedom
INCOME - EQUITY PROTECTION GROUP
Accelerating Results
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