Monday, September 12, 2011
BeneTrend
Went with Benetrend. Reviewing investment plan options for the business. I never knew that in a profit sharing program you could put away (if your that profitable) $250,000 into your personal investment plan while deducting the $250,000 from the profitability of the business and reduce taxes. No one teaches this stuff!!!
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Conference call with VP at Benetrend. Talked football. Big Jets fan. Snagged a $600 discount in fees. He promised that he'll buy the tickets for the Superbowl if the Bears and Jets play. I will not foget that one.
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