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These presentations can stand alone; however, they are best when accompanied with explanations by one of our principals. You may call us  for more information toll free at (866) 693-7767.

These are the steps for a new enterprise which can be easily modified for an existing business.


ERSOP® allows our clients to be active in the management of their income properties which they cannot be in a self-directed IRA.

Here we cover several small topics.

This presentation steps through the exit strategy that assuaged CPA’s fears of double taxation back in the 1990’s. We have added several other exits successfully used by our clients in the past decade.


Here we explain what type of plan the law requires and why most new entrepreneurs really do not want or need a 401(k) feature in their Plan.