“My CPA referred me to Neil Jesani at BeamaLife for additional tax deduction strategy. They not only helped me reduce my income tax substantially but also helped me to secure my retirement by almost doubling my projected retirement income and creating substantial inheritance for my family. They are very innovative and creative. Smart folks.”
"When my friend first referred Neil Jesani at BeamaLife, I was not very sure that you will be able to help but I must say that you have done superb job of almost doubling my life insurance amount without any additional premium and help me take much higher income tax deduction. I admire your expertise in wealth creation and tax planning areas."
“I want to say thank you for your help in setting up pension plan and help us take substantial more income tax deduction even with many employees at my practice. We appreciate your creative pension plan design and innovative pension plan funding ideas – thanks again.”
As a high income dentist or physician you're at a disadvantage compared to other small business owners.
There are certain tax deductions you're not able to benefit from.
Another disadvantage is the maximum retirement savings that you're able to set aside tax exempt is a much smaller percentage of your income than most other individuals.
Plus, you're under a higher degree of IRS scrutiny when it comes to income reporting and tax deductions.
Advanced tax-reduction using these 3 strategies: