For over a decade the CPAs, Attorneys, and Financial Professionals at CPA Due Diligence have vetted systems which save business owners and investors time, money, and risk. These best-in-class systems have no upfront cost to either a business owner or their advisors.
Increase your business profits with best in class systems which less than 1% know about.
CPAs and other Financial professionals understand the systems and solutions and help their clients implement them, at no cost to the tax professionals. This way they can offer more value to their clients.
Attorneys, M&As, Commercial Insurance, Recruiting, etc.
We add value to all business relationship with wealthy B2B and HNWI clients, at no cost to the advisor.
Industry Focused Publications or Media, Nonprofits and Foundations and Hedge Funds, Private Equity, etc.
We have partnerships with organizations and institutions that can amplify the positive impact of our organization.
For Successful Businesses and Affluent Individuals.
TWA is a proprietary Cash Management System. It is asset backed lending and competes with premium financing of life insurance and is superior in many ways. There is No Collateral required other than the life policy itself, checkbook access year 1, paying 12% compound after-tax returns with and Multiple Guarantees for Affluent individuals and Businesss Owners.
In California, a Class Action lawsuit on a 401k can be started with 6 aggrieved employees.
ERISA attorneys can go back several years to find those 6. Any employee ever leave your company on less than ideal circumstances?
IRC 1202 : Each business owner is exempt from paying capital gains tax on their first $10 million of sales proceeds in a qualified business...Google it. So if there are 3 business owners it is $30 million. Investors like ourselves only pay Capital Gains Taxes after our return exceeds 1,000% capped at $500 million.
Howard Francis, CEO (650) 449-6888 Howard@CPAddc.com
Victor Mojica, President (408) 314-3017 Victor@CPAddc.com
For over 10 years, our elite community of Attorneys & CPAs has completed Due Diligence on many cost-saving, tax mitigation, and wealth creation solutions. Most of our vetted solutions have NO NET COST and 100s of client references. CA Lic # 0812340
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