In addition to Zero Estate Tax Planning, John Morgan and his firm, J.M. Morgan Financial Partners LLC, specialize in High Deduction Tax Planning and Asset Protection. Their efforts can result in up to two million dollars in deductions annually for high income professionals like doctors and attorneys. There is absolutely no reason to pay more in taxes than you are legally obligated to pay but without expert planning, you will have no option. J.M. Morgan Financial Partners is dedicated to saving individuals from unnecessary taxation.
“Lots of people know how to make money but not how to keep it,” stated Mr. Rao Garuda in a recent interview with OTN. Mr. Garuda is considered to be one of the top people in the fields of high deduction tax planning and zero deduction estate planning. Lack of good planning can result in the loss of 80% of a person’s accumulated wealth to income and estate taxes. Helping people with strategies for keeping what they have earned is the prime objective for Rao Garuda and local partner John M. Morgan. You really have three choices for your estate: passing it along to family, to a family foundation or losing it to the IRS.
The work of Garuda and Morgan at JM Morgan Financial Partners, LLC focuses on three specialties:
In the OTN interview with John Morgan he stated, “We need to educate individuals and families on how to maximize legitimate deductions with carefully planned strategies for Zero Estate Planning, High Deduction Tax Planning and Asset Protection to avoid as much unnecessary taxation as possible. I am very appreciative of this chance to get the message out to readers of Our Town News and we would like to invite interested individuals to join us at one of the events we will be hosting over the next several weeks. During those meetings we will be able to discuss key strategies for protecting personal wealth from unnecessarily high taxation.
Invitations to the JM Morgan Financial Partners financial strategy session events will be limited. Call 954-607-3717 today to request an invitation to one of the upcoming local area luncheon or dinner events.