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This Week's Online Workshop: The 5 Biggest Tax Strategy Mistakes of 2008 (so far)

Diane Kennedy's picture
Posted July 28th, 2008 by Diane Kennedy | permalink
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Now that I’m back doing tax strategies again, I’m seeing a lot of tax plans people have tried or heard about from a friend, neighbor, and so on. The problem is that a truly effective tax strategy is, by its very nature, personalized to you. In this week’s online workshop I’m talking about the 5 biggest mistakes I’m seeing people make so far this year.

Remember, if you’re not yet a member of First Class Lounge, you can try us out for free for 30 days. Not only will you get immediate access to my new workshop and our monthly Special Reports, you’ll also receive:

  • Participate in the informative and lively First Class Lounge Forum
  • 10% off TaxLoopholes products purchase
  • Free access to my weekly online workshops
  • Special Reports on new strategies for creating cash flow, building assets, paying less in taxes and protecting your assets

You’ll also have full access to read and comment on the TaxLoopholes Blogs, written by myself and Megan Hughes. Recent hot topics on the Blog include:

  • The New TrustSandwich – Why Everyone With Real Estate Needs One
  • Congress Sneak a New “Exit” Tax In On Us – Read this if you have, or are considering, an offshore trust
  • How to Use a Nevada TrustSandwich (Californians pay attention to this one! You’ll be very happy, I promise)
  • IRS Imposes Preparer Penalties on CPA Who LEGALLY Uses Real Estate Professional Status – When will this end?
  • California Successfully Claims CA Income Tax Because CPA is in CA (Why I opened a NV office this week)

A First Class Lounge member recently wrote: “From this day forward” is what my husband and I have decided to use as our mantra. We will move forward with the mindset of abundance and finally create the time and really attend to the structure and lifework we have committed ourselves to. Thank you so much for the inspirational “push.” – Deborah S., San Rafael

That’s why we do this. Join us at the First Class Lounge.

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On July 29th, 2008 debiathome said:

I have e-mailed customer service 3 times over the past week and left 2 phone messages. I have yet to reach a live person or have anyone contact me by phone or e-mail. I am feeling really frustrated and would like for someone to call me because I have a billing issue. Debi M

Diane Kennedy's picture
On July 29th, 2008 Diane Kennedy said:

I’m sorry you’re having trouble. We don’t have any voice mails that we can find on our system. I wonder if there is a dead voice mail box that we don’t know about. Rachel from Customer Service is trying to find your email address right now.

BillB@TL's picture
On July 29th, 2008 BillB@TL said:

Hi Debi, I apologize for any lack of response. I know we’ve got you taken care of now; we will check our voice mail system to make sure we don’t have a phantom extension.

For any of our members and clients who need to reach us, sending an email to info@taxloopholes.com will still be the best way to reach us - we have several night owls who check emails frequently and often until the “wee hours.” We take as many steps as we can to make sure our replies are timely - if for any reason you don’t get a response from us within two business days, please feel free to email me directly at bill@taxloopholes.com or call me at 602-252-1500, extension 103 (I do get tied up with projects and calls, so you may get my voice mail, but I check voice mail frequently throughout the day.)

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