Updated and Expanded! Business, Benefits and Retirement Savings Plans

Published: Thu, 04/28/16

A year ago we updated all the Personal Planning section of the Accumulation and Preservation of Wealth set, and this year updates for the Business Planning and Benefit Plans/Retirement Savings Plans sections of the set are now edited, printed, and ready to go!

Lots of new material has been added. The Business Planning audio was significantly expanded to require a full fourth CD, benefiting from the work done on Advanced Tax Tactics 2.0 and LLC Wizard since the last time I recorded. The Benefit Plans/Retirement Savings Plans section has been completely reworked to reflect the many recent changes in benefit law over the past few years. The benefits/retirement update includes so many additional significant documents that have been added that it now needs two binders instead of one to fit them all.

Ordering these two sections of the Accumulation and Preservation of Wealth set would usually cost $1499. However, in celebration of having it up and ready, if you order by May 10, I will give them to you for only $899 when you use the promocode "BPNow". Order now and we will ship them out right away.

Lee Phillips

P.S. As a special bonus, should you decide to purchase the entire Accumulation and Preservation of Wealth set, we will give you credit for having paid the full $1499 for these two sections. Until May 10, the same "BPNow" promocode will work for the full set as well.