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YOUR MONEY’S NEW GUARDIAN ANGEL You already know how to earn money. Now, learn how to keep it.

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Page 1: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

YOUR MONEY’S NEW GUARDIAN ANGELYou already know how to earn money. Now, learn how to keep it.

Page 2: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

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My name is Tim Berry, tax attorney-at-law. After over 20 years of hacking the tax code, I’ve seen and helped people in all sorts of crazy situations.

Think yours is special? Well, I’ve dealt with billionaires, and I’ve dealt with people filing bankruptcy. If I can help them, there is no doubt that I can help you and everyone in between.

Hi!

WHAT IS TAX HACKER?If someone offered you $2 of their money for just $1 of yours, would you accept that offer?How about, “Hell yes!”Unfortunately, this scenario doesn’t come up often in real life—but with the right guidance, you can take control and force the exception.Whether you’ve hired your own

CPA, you’re a TurboTax-er, or you’re secretly haunted by built-up tax debt, you’re likely unaware of how much better your bottom line could look.And if you’ve never had a one-on-one personal tax strategy consultation, you’re almost certainly leaving stacks of money on the table.

If you’re already making the “big bucks,” that’s great! Now, when would you like to start keeping more of it?Here’s the deal: If you don’t get a 2-to-1 return on our services, our services are free.

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Believe or not, taxes are an awful lot like computer programming. (And no, I’m not referring to the fact that they both look like gibberish if you’re not an expert in the field!)

Computer programmers must follow a hard set of rules for their coding to work. Otherwise, they’ll get an error message.

Taxes have a hard set of rules, too—it’s called the US tax code. But just as it’s possible to hack computer codes, it’s also possible to “hack” the tax code.

Most of these tax hacks are completely unbeknownst to the general public. For example:

• Did you know that if you’re doing everything right, you can buy and sell real estate without ever paying a dime in taxes? (And I’m not talking about 1031s!)

• Did you know that in some cases, you can actually generate tax deductions when you sell your highly appreciated real estate?

• Did you know that the IRS will actually PAY you to do your tax planning?

• Did you know that the tax code allows your corporation to give you tax-free money (code even says you don’t have to report it!) and yet your corporation gets to fully deduct the cash it gives you?

• And many, many more...

Here at Tax Hacker, we help you find all the hidden tax hacks applicable to your situation. Then, we use them to save you as much money as possible.

Similar to how we hack the tax code, we can hack the laws that determine whether someone can take away your hard-earned assets.

These types of hacks include:

• An obvious one—protecting your real estate from creditors’ claims. Sure, you might think an LLC does that, but countless bankruptcy cases say otherwise.

• Hiding your investments and assets from prying eyes • Learning how to structure your assets so that you

control everything—and yet own nothing. This comes in handy if you lose a lawsuit as most states require you, by law, to list everything you own... (did you catch that?).

We offer everything you need to slash your biggest life expense this year (and next year... and every year).THE FRAMEWORK

TAX HACKS ASSET PROTECTION

TAX SERVICES

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Bookkeeping and tax prep are a hassle, especially when you’re working or running your own business.

That’s why we feel it’s important to offer these services to our hard-working clients. You can spend all of your time on what you’re actually good at—making money!—and leave the tedious tax stuff to us.

Live worry-free in every season knowing that your taxes are current, you’ve paid less, and the IRS isn’t after you for it.

Page 4: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

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So you’re taking the flipping world by storm, are you?

Congratulations on your success! But there’s a price to pay…

Taxes. And lots of them.

In fact, if you don’t take the proper steps to protect yourself, you’ll get hit by three different layers of taxes on the income generated by your flipping business.

The first layer consists of ordinary income taxes. These

are the taxes you pay every year around April 15th. They start off at 0 but can end up as high as 37% if you make too much money.

The second layer is state income taxes (for most of you—some lucky states don’t have income taxes). Once again, these tax rates start off at 0 and typically peak at a bit over 11%.

Right about now, I usually hear people shouting about the need

for a flat tax.

Well, guess what? You’re already paying one on your flipping profits. It’s called the “Self Employment Contributions Act (SECA) of 56” taxes. You probably know these as self-employment taxes. They’re a flat 15.3% on the first $120,000 you make flipping houses.

So, for example, if you make a profit of $100,000 flipping houses in your sole proprietorship—congratulations!

You get to pay $15,300 on top of the other 47% you might have to pay in taxes.

I understand this is a bit overwhelming to read at first—taxes really add up when you look at it all laid out like this.

But the good news is, we have a great solution that can cut your self-employment taxes in half (or even more). In fact, it’s quite easy if you do things right.

WHAT NO ONE IS TELLING YOU ABOUTTAXES & FLIPPING

Page 5: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

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REACTIVE VS. PROACTIVE TAXES

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This is a bit of a truism, but if you’re failing to plan, you’re planning to fail.

All through March and April, my phone rings off the hook. The start of these phone calls typically goes along the lines of, “Tim, I made a bunch of money last year and didn’t do any tax planning. Is there anything I can do about it now?”

The answer to this is basically, “No.” I can tell them about the excitement of $6K in IRA contributions, but other than that, there really isn’t anything I can do after the fact.

Something that perpetuates this problem is people thinking they’re covered by having a CPA.

In reality, most CPAs are just historians. They simply write down what happened in the past and don’t give you a game plan for the future. I mean, when was the last time your CPA said, “Hey, I have a great idea to help you save taxes?”

At the end of the year, these people

will be stuck with a bunch of taxes because they’re being reactive.

Here at Tax Hacker, we help people be more proactive about paying less taxes. Our clients have a plan BEFORE they make the money.

And guess what—it works!

But please… do expect to pay for quality planning. I’ve received emails from people upset about the price tag of a few thousand dollars to do their tax planning… that would slash, if not eliminate, taxes on over $300,000 of their income.

If you lack the foresight to pay a few thousand dollars to wipe out hundreds of thousands of dollars in taxes… you might want to close this eBook and go back to skimming the internet for free info.

Proactive tax planning is a small investment that yields significant returns—and Uncle Sam himself will give you his blessing.

THE TRUTH ABOUT CPAS

THE PROACTIVE TRANSACTION

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OUR SERVICESNormally, these would be the pages where we list all the services we offer to our clients.

However, that’s a bit tough for us.

We aren’t just an incorporating service offering you an LLC and a large side of fries…

Nor are we a simple tax firm looking to help you lower your taxes.

Rather, we’re a full-service wealth protection firm.

Need a specialized operating agreement for your syndication?

Great, we have an attorney who does that.

Need a trust that will legally hide 30% of the income you earned last year?

Yep, we have you covered.

Do your parents need some planning to make sure what they’ve earned gets passed down to you with the least amount of taxes? Do you need it wrapped up and protected for the rest of your life?

We can do that, too.

Are you in trouble with the IRS? Do you have an impending audit on the horizon?

We can represent you in front of the IRS. We’ll do everything that can be lawfully done to make the problems go away.

On the following pages, you’ll find some of the specific programs we offer to solve our clients’ biggest tax and legal challenges.

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TAX HACKER BASICS

Page 8: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

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TAX HACKER BLUEPRINT

One-on-one consultation to establish where you are and where you want to go

Accelerated retirement strategy so you can enjoy life while you’re still young

enough to do so

Quarterly check-ins to keep you on track toward your

goals

A custom tax action plan organized into easy-to-follow steps so you can

keep all of the money that’s rightfully yours

Asset protection plan organized into easy-to-

follow steps so you know how to protect everything

you want protected

For $3000/year (our special introductory year offer!), we’ll save you 2X as much in taxes or your money back. Enjoy all of the features below:

JUST $1500

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PLANNINGTAX

• A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours

• One-on-one phone consultation to create a custom plan focused on your unique goals

• Custom tax action plan organized into easy-to-follow steps

• One-on-one phone review of your custom tax plan to answer your questions and concerns

• Quarterly check-ins to ensure that you’re still on track to reduce your tax liability as much as possible

Page 10: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

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ASSET PROTECTION• Analysis of your current assets, structures,

and entities to identify your starting point and confirm you’re protected as well as you think you are

• Custom strategy to protect everything you want protected

• Preservation of your anonymity. Nobody needs to know your business but you

• The structure to create a legacy that will last for generations

• A plan that will help you reach your goals regardless of what life throws at you

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PREPARATIONTAX

• Hassle-free, done-for-you preparation of your tax returns

• Limited tax liability so you don’t pay more than your fair share

• Maximized bottom line to keep more of what you earned

• Comfort from knowing your taxes were prepared on time and in compliance with the IRS Tax Code

• A level playing field between you and the wealthiest 1%

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• One-on-one consultation to create an accelerated retirement plan so you can retire on your own timeline

• Preferred tax treatment and asset protection into retirement so you don’t outlive your money

• Increased control and flexibility of your retirement money so you call the shots

• Vehicles to keep your money working for you long after you stopped working for it

• Safeguards for imminent medical emergency expenses so you can enjoy peace of mind in your golden years

RETIREMENT PLANNING

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Tax Planning• Review last 3 years of tax returns• One-on-one phone consultations before creation of your

plan• Creation of your custom tax action plan• One-on-one call for full plan explanation• Future discount on services

Accelerated Retirement Planning • Generate current deductions to lower your taxable

income• Create a tax-free environment for future investments• Assets protected from claims of creditors• Get checkbook control over your retirement funds

Asset Protection• The title says it all. Protect your family’s assets from the

bad guys.

Tax Preparation• Proactive approach to your taxes• Accuracy guaranteed• Team approach to get the most benefit

Page 14: YOUR MONEY’S NEW GUARDIAN ANGELHacker+Brochure... · TAX • A review of the last 3 years of your tax returns to find hidden money that’s rightfully yours • One-on-one phone

EXTRA SERVICESBack Taxes AssistanceLet’s face it—taxes are a part of life.

So is falling behind on your taxes, it seems.

Just recently, I got a call from someone terrified and crying over their tax situation. They’d been involved in a messy divorce for the last 15 years—yes, 15 years—and hadn’t filed during that time.

That situation might sound (and feel!) hopeless, but it wasn’t. We immediately found out the severity of their situation and came up with a game plan. At this point in time, we’re well on track to give them their life back within 30 days.

How were we able to do this? Well, it took a number of tools:

Buried in the tax code is a law that says the IRS cannot take any collection activity against you if your income is below a certain threshold. You don’t have to be in poverty, either. A family of four could probably make over $70,000 and still qualify for this loophole.

I always shake my head when I see people using credit cards to pay the

IRS. Typically, they pay three points up front and 20% annual interest on their tax bills. This is a terrible solution considering the IRS will loan you the money to pay your tax bill. Typical fees for this are about $100 up front and 3.25% annual interest (this rate varies, but hasn’t much in recent years). Approval is practically assured if you owe less than $50,000.

Have you ever heard those radio and TV commercials about paying the IRS pennies on the dollar for the debt you owe them? In many cases, those claims are actually true. I saw one case where the client owed over a million dollars, and the IRS agreed to just $2,000 to pay it off. It happens!

If you’re someone who has been plagued by your past mistakes and years of back taxes, I hope reading these solution has encouraged you to stop ignoring your tax problems. While it may be a bit hard to believe at the moment, the IRS is not in the driver’s seat. You are. All you have to do is give us a call and we can give your life back to you.

UNCOLLECTIBLE STATUS

INSTALLMENT AGREEMENTS

NEGOTIATING YOUR TAX DEBT

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MEET THE TAX HACKERSThank goodness there are people out there who actually like this stuff, right?

Want to know what makes me tick? Knowing and understanding the time value of money. (Yeah, I know—my neighbors call me Mr. Excitement.)

Why does that make me tick?

Because it’s a universal concept that can pretty much explain anything worth explaining in the world.

At its most simplistic, it stands

for the concept that says if you put in some energy and effort initially, it will pay dividends for years to come.

I use this exact same concept when I work with clients. Together, we build a plan that shows them what their dividends will be if they take certain actions. Want to slash some taxes? Great! Set up a retirement plan, create a corp, use a trust. It might cost you

some money and a few brain cells up front, but 20 years later, you’ll probably get paid 30 times over.

I’m married and have 3 kids who I appreciate more and more as they move out of the house.

Barry has been involved in the financial and investment industry for over 18 years and helped build a multi-million dollar real estate empire in Las Vegas. This real estate and financial advising experience has enabled him to assist his clients in generating wealth, protecting their assets, and especially by providing them with certainty and financial peace of mind.

Barry is the founder of Focus Wealth Group, LLC, and creator of the Real Estate Wealth System. Barry specializes in wealth and protection strategies, income optimization, and “big picture” planning. He works with clients nationwide to help them grow their personal and business wealth, increase income, lower risk, and optimize assets. Barry is great with people and loves to build

relationships with his clients. Those that work with him will appreciate his attention to detail, leadership skills, and his ability to educate clients on key concepts and ideas to generate more wealth and income, and to leave a greater legacy to heirs.

Barry and his wife Mindy, of over 23 years, have resided in St. George, Utah since 2009, and are the proud parents of 5 children.

TIM BERRY

BARRY BROOKSBY

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MEET THE TAX HACKERS

Nick Dixon is a proud husband and father. He got his start in business on the ground floor at Realtor.com. Since he left at its peak in 2006 to begin consulting, Nick has helped thousands of investors and business owners with their real estate-focused businesses, investment strategies, and financial services, resulting in hundreds of millions of dollars in revenue.

Despite being an accomplished real estate investor with ownership in numerous business ventures in a variety of industries, Nick finds consulting to be his most rewarding and fulfilling endeavor. Very little makes him happier than watching his clients succeed.

Miguel, a Southern California native, spent the majority of his early years working in public safety. In 2007, he graduated from the Los Angeles Police Academy and fulfilled a childhood dream of becoming an LAPD police officer.

Like many others, Miguel was hooked by a late-night infomercial and inspired to begin investing in real estate. He has slowly transitioned from full-time police work to full-time real estate investing, completing over 60 successful fix’n’flips along the way.

In current times, Miguel is Tax Hacker’s operations manager, responsible for ensuring every new client receives exactly what they paid for.

Led by a fascination for international business, Kent began his legal career at an international consulting firm. His focus was creating efficient tax strategies and wealth protection structures for businessmen, property owners, and investors with an international twist.

Kent decided that he wanted to take what he learned at an international level and apply it to investors in the US. His goal is to make wealth preservation strategies accessible and understandable to as many investors and entrepreneurs as will seek it.

Kent’s biggest passion is spending time with his wife. They enjoy traveling with friends to new and old places, as well as relaxing at home.

NICK DIXON MIGUEL LOZA KENT SAVAGE