Events
Had Enough? You are invited to be my personal guest at the...
2011 Year-End Tax Mitigation & Wealth Summit for Dentists
Friday December 2-3rd from 8:00am-6:00pm
Marriott O'Hare
8535 West Higgins Road
Chicago, Illinois 60631
773-693-4444
“Because You’re On My Preferred Client List, Your Admission Is Complimentary.
Join us a my guest, at no cost! Read on for details...”
READ THIS NOW to discover what steps you need to take right now to prevent you from being the victim to another crippling tax return…by taking control and slashing your taxes with a proven plan President Barak Obama and his army of new I.R.S. Agents don’t want you to know.
The best way to beat the I.R.S. Period.
Question: What Can I Really Expect to Get From This?
Answer: Dental Practice Tax Secrets, including I.R.S. Insider Info I’ve Only Shared With My Clients, Plus Dozens of 100% Legal Ways to Dramatically Reduce Your Tax Burden!
You will get insider access to top “Business Wealth Advocate” CPA—Charlie Dombek, his partner—a Former IRS Agent, and their expert team for TWO full days to work ON your business, increase your income, and protect your wealth.
Plus: We Will Share Our New Secret Weapon That Helped Propel Our Business To Record Profits In 2011. We Will Spill The Beans On Our Most Guarded Marketing, Branding & Business Growth Strategies & Breakthroughs.
Here’s a look at some of the never-before revealed secrets and strategies you’ll learn at this 2-day seminar to...
Predictably Slash Your Tax Bill by 25% to 35%
- How your income tax is changing and what to do RIGHT NOW to keep more of your hard-earned money.
- Why you need to change your strategy for 2012 to keep up with legislative changes.
- Learn how to implement the most effective and Under-The-Radar Tax-Saving techniques you’ve ever seen.
- Why you could spend an extra five years working just to pay taxes… and how to make sure you don’t.
- Learn how to use the $1.2 million dollar tax deduction every dentist needs to know about RIGHT NOW…before you forfeit it!
- Why most dentists will pay twice as much tax under the Obama tax plan…and how to avoid this trap!
- 6 secrets your CPA and attorney may not know that you must use to mitigate the devastating effect of taxation on your family’s income.
- How ignoring one vital— but little-known—financial step could mean you lose all of your accumulated wealth.
Invest in Today’s Turbulent Times Even After Recent Market Failures (Without Worry)
- Investment Strategies that work in Changing Market Environments and what you should do today to protect yourself and your financial future.
- How active portfolio management is out performing passive buy and hold strategies and what you need to do now to change.
- The 12 most common mistakes that investors have made in the last decade and what to do to avoid and correct these errors.
- How to use and analyze investment research to help weather a turbulent market.
- How to evaluate risk in your portfolio and make adjustments in your asset allocation formula.
- The Pros and Cons of Investing in Mutual Funds and Exchange Traded Funds and how to benchmark your funds against industry standards.
- Consumer Tips on Working with Financial Advisors and how to evaluate their performance including the difference between fee and commission based planners as well as fiduciaries.
Protect Your Assets...No Matter What Happens
Discover how one Dentist nearly lost everything because of one small missing piece in his financial life and what you need to do to avoid this catastrophe.
- Learn how to position your investment equity so that these assets can never be attacked by frivolous claims.
- Learn how Old English Law can be effectively utilized to provide ironclad protection.
- Learn how to provide multiple layers of protection and implement firewalls in your asset protection plan.
- Understand how retirement plans are protected or not from creditor claims and how to protect these valuable assets from attack.
- Learn why revocable trusts provide no asset protection and what you need to add to this estate planning tool.
RETIREMENT PLAN DESIGN JUST FOR DENTISTS
(What No One Else Will Tell You)
- Learn the biggest mistake dentists make with their retirement plans and how to avoid this trap.
- Discover how to use legal discrimination tools to allocate more of the retirement plan contribution to your account.
- Find out how hundreds of my dentist clients can shelter upwards of several hundred thousand dollars per year with cash balance plans.
- Gain a better understanding of the importance of an annual census (yes, fully explained).
- Understand why you should avoid prototype plan documents that many financial advisors recommend using. Hint: They make more money by giving you an “off the shelf” solution.
Now, The Good News Just For Dentists!
- As I mentioned earlier, you’re receiving this invitation because you’re on my qualified VIP client list. It’s my mission to deliver massive transformational value to you and your practice. I want to see you succeed.
- That’s why I’ve gone to great expense to put this event together for my top dental clients.
- Your admission is FREE. Normal retail tuition for this event is $1,497 for you, and $197 for each additional guest… BUT… You’ve been invited as my personal guest so your fees are waived, and your tickets are complimentary.
- Because space is VERY limited, and this is a high demand event, all we ask is that you place a small $97 seat deposit to hold your spot. This is refundable after you attend the event. (We do this to get an accurate count and make proper arrangements at the host venue.)
- Frankly, I could easily charge thousands for a seat to an event of this quality. I have colleagues who will be attendance who suggested a price of $1,500.
- But for you, this is my way of saying thank you and showing appreciation as a client and student. That said, as a courtesy please only register if you plan on showing up.
Special “Under-The-Radar Session” On The IRS…
For obvious reasons I can’t go into too much detail on this secret session. My partner and former IRS Agent Keith will reveal the insider knowledge you need to know about changes and IRS regulations. Know this information and have the ultimate advantage. Ignore this information and face the consequences coming soon. You’ll hear all about it at the event. If you have every received a penalty notice, IRS correspondence, been audited, have unfiled returns, back taxes or want protection from these events then you must come this event to hear Keith.
More of My Dental Dream Team Financial All Stars:
Charlie Dombek: Charlie Dombek is a nationally recognized CPA and is one of the foremost authorities on dental tax planning and mitigation. His clients include over 250 dentists. Unlike most CPA’s who focus on compliance issues and have a historical emphasis, Charlie is best known for the tax savings he is able to achieve for his clients through constant planning, coaching and on-going guidance. Charlie is a graduate of Virginia Tech and holds a Master of Business Administration from the College of William and Mary
Keith Craig: Keith has over 20 years’ experience in the accounting profession. For 14 years, he served as an IRS Revenue Officer in the Eastern District. For three of those years he was a Group Manager. Keith specializes in representation before the IRS to include audit representation, payment agreements, levy & lien releases, and offers in compromise. Keith was recently nominated to serve on the highly selective IRS Taxpayer Advocate committee.
Robert Venezia: After having earned a masters degree in finance from Loyola Marymount University, Robert began his money management career in 1982. In 2002, Robert resigned from the brokerage industry and created the Key Investment Team, an independent, fee-only, registered investment advisory firm. Robert has been dedicated to finding and exploiting inefficiencies in the market for his clients since 1987.
Bill Weber: Bill Weber is a 40 year old single father of one, who between raising and home schooling his daughter, has managed to earn millions by mastering techniques in private lending that allow him to achieve outstanding investment returns. Over the years he built a successful portfolio of rental properties and been successful in buying, renovating and re-selling homes. His advice on solid investment strategies and ability to combine this success with a unique and simple lifestyle of true financial freedom are an inspiration for anyone looking to achieve their own financial goals to follow their life’s passions
Karl Huish: Karl Huish has extensive experience with insurance company formation and management. He graduated cum laude from the University of Chicago Law School, where he was a member of the University of Chicago Law Review and a recipient of the John M. Olin Student Fellowship in Law & Economics. A National Merit Scholar, he graduated magna cum laude from Brigham Young University with a B.A. in Economics, and minors in Japanese and Music. Karl is an attorney licensed with the state of Arizona.
Lee Jennings: Attorney and CPA, Lee Jennings provides employers and their advisors with a single source of comprehensive and coordinated legal and consulting services geared around retirement plan design, implementation and management. Lee has served with Pope, Ballard, Shepard &Fowle Ltd., a national law firm located in Chicago, as a member of the firm’s employee benefits department. He has also served with the Chicago office of the international public accounting firm Ernst &Whinney, where he directed the employee benefits practice. Lee is a former adjunct professor at John Marshall Law School, where he taught employee benefits law.
If you’re SERIOUS about THRIVING in business then this is a no-brainer. If you’re on the fence, you shouldn’t be. You have NO REASON NOT TO BE HERE.
Honestly, I can’t say anything else. I shouldn’t have to. It’s an EASY decision to join me. Scroll down and hit the big orange button below to get started. It’s FREE. I’m paying your admission and when you consider the venue and all the other expenses I’m spending a FORTUNE on you to put on this event. All because I want to see you succeed. It’s a small price for me to pay to help my valued clients.
The ball is in your court now.
Click the big button below, complete the form on the next page, and get all the event details sent to your inbox.
Yes! Charlie, I want to “get-it”.
Please enroll me in your upcoming
2011 Year End Tax Planning and Wealth Summit
One Payment of $1,500…
Your Price: FREE
Just a $97 Seat Deposit Refunded
When You Attend The Event!
I can’t force you to join me. If I could I would. Why? Because I know this is the right thing for you and that what we have to share will benefit you greatly. I can sleep well at night know I did the best I can to bring you only value.
I’ll have many of my top dentists in attendance, so you’ll be able to hear directly from them how much money I have helped them save.
Finally, If you don’t take responsibility for your success, who will?
A dollar saved is a dollar earned,
Charlie Dombek, Dental CPA
Directions to Marriott O'Hare