WELCOME BACK TO THE BLITZ

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1 WELCOME BACK TO THE BLITZ This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities.! Past performance is no guarantee of future results.! All investments involve risk, including the loss of principal.! Want Real Estate As Leverage for FREE? Go To -> LiveOutLoud.com/BlitzHomework 1) You Must Have Participated in the Poll questions 2) Complete ALL the Worksheets on the Homework Page and Discuss with Your Strategist at Your GAP Strategy Session. A) GAP Analysis Worksheet B) Balance Worksheet C) Profit & Loss Worksheet Everyone Attending Now Off Wall Street Assets Gap Analysis 8 Questions in 8 Minutes to Qualify Call or ) Complete the Survey Quiz on the homework page 4) Don t Forget to Ask About Business Funding CALL NOW! Download the Ask Loral App Search Ask Loral Millionaire Maker System 1

2 Tax Strategies & Entity Structures Tax Strategies Learn from the Past Bookkeeping Corporate compliance Credits and Carryovers Potential Tax Liabilities or Refunds Access the Present Current Income Available Credits Income Classification Plan for the Future Political Environment Income Classification Entity Structure Is this the correct entity for the income I m producing C Corporation or S Corporation C Corporation S Corporation Is this entity protecting my assets Is this entity being taxed correctly for my situation Is this the correct entity for my future or for my heirs Pays own Tax Potential Double Tax How to get Cash out Assets Shareholder Pays Tax Shareholder Limitations How to get Cash out Liabilities Income Classifications Rental Income Real Estate Rental Income Active RE Professional Earned and Ordinary W2 Business Income LLC and LP as Manager or General Partner Unearned or Investment Income (Passive) Interest and dividends S Corporation Flow Through LLC and LP Deductions Depreciation Depletion Amortization Intangible Drilling Costs (IDC) Ordinary Business Deductions Potential Limitations Gifts Meals and Entertainment 2

3 Domestic Production Credit - Oil and Gas Activities - Film Production - Manufacturing and Construction Investment Credit Biofuel Producer Credit Credit for Increasing Research Activities Renewable Electricity Credit Small Employer Health Insurance Credit Work Opportunity Credit American Samoa Economic Development Credit Mine Rescue Team Training Credit Carbon Dioxide Sequestration Credit Credits Orphan Drug Credit Disabled Access Credit Empowered Zone Credit Indian Employment Credit Biodiesel and Renewable Diesel Fuel Credit Fuel Tax Credit New Markets Credit Credit for Small Pension Plan setup Credit for employer provided Child Care Low Sulfur Diesel fuel production Credit Foreign Tax Credit Distilled Spirits Credit 1031 Exchange Real Estate Personal Property used in Business Oil and Gas Investments DEAL STRUCTURE Dave Hare PLUS 1 Ticket to OWSA Workshop PLUS Archived Group Coaching Calls PLUS Debt Calculator PLUS One-on-one Red, Blue, Green Conversation with Rob Kolb! BONUSES: The Millionaire Maker ebook Wealth Cycle!"#$%&'()*+&,-)*.+& Extensive Master Course 17 Online Modules Presented by Loral Langemeier, and Live Out Loud s A-List Wealth Team Module 1: Diversity and Sequencing Module 2: Entity Structure (Update) Module 3: Tax Strategies Module 4: Due Diligence & Money Rules Module 5: Oil and Gas Module 6: Real Estate Module 7: Franchising Module 8: IRAs Module 9: Lenders and Debt Instruments Module 10: Wealth Off the Radar Screen Module 11: Success Stories Module 12: Q&A Sessions Module 13: Cryptocurrency Module 14: Business of Cannabis Module 15: Entity & Tax in Canada Module 16: Entity & Tax in Australia Module 17 : New Tax Reform Module 1 - Diversity and Sequencing Lifestyle comes after you build your wealth and you really build your assets. Most people tangle it up and start building their lifestyle before their asset base is built. There are a lot of programs that just focus on income generation, which we do that too, but we want your business generating millions of dollars. Module 2: Entity Structure When beginning a business, you must decide what form of business entity to establish. The most common forms of businesses are the sole proprietorship, partnership, corporation, and S corporation. Module 3: Tax Strategies This topic is critical, right behind the corporate structure that you set up is the taxation of those structures and making sure that they stay compliant. There are seventy-three thousand pages of tax code and most people use about five pages to file their taxes! 3

4 Module 4: Due Diligence & Money Rules What are your Money rules? There s so much common to due diligence that people just make decisions out of emotional urgency and not based on educational factors. Here you will learn a due diligence check list, what questions to ask and when to say yes to a deal. Module 5: Oil and Gas This course will review the Gas & Oil proof of concept, how to get returns, better understand the investment options as well as the barrier to entry. Here s what we do. We take a very high risk investment and we try to bring it to a medium-risk investment. Module 6: Real Estate In this course we re not going to talk about the real estate the most people think about, which is single family homes, we ll be talking about those instruments, commercial real estate, in various ways that real estate can play into all of our lives. Module 7: Franchising Ever thought of investing in a Franchise? In this course you will hear from Fred Auzenne, and learn more about franchising as an investment opportunity. This is how to create substantial wealth, we will teach you how to exit using franchising and make some serious money. Module 8: IRA s If you want to be a three to five-year millionaire, you need to start taking the income you re making and get it directed into alternative assets. Now, one asset that everyone sits on that s usually pretty lazy is your IRA. In Canada, it s your RRSP. In Australia, it s your superannuation. Module 9: Lenders and Debt Instruments In this course we will learn the benefits of being the lender, debt instruments as well as lending investment options. What is a lender, and what are the right steps in building this as an investment tool? We will also discuss the four C s of lending and the Rule of 72. Module 10: Wealth Off the Radar Screen In this course, we teach you how to take your wealth off the radar to invest and keep your money. We will also talk about asset allocation, maximum efficiency, understanding annuities and indexed interest potential. Module 11: Success Stories Included Listen to testimonials of students that are educating themselves on the right ways to invest, benefiting from this program and what has made the most impact for them in Off Wall Street Assets! Module 12: Q&A Sessions Included Questions and Answers from the Off Wall Street Assets wealth team. We talk about Due Diligence, hiring the right team, the park and pray method of investing money. Here are a few answers to your critical investing questions. Module 13: Cryptocurrency In this course, we you educate you on the vast choices of crypto-currency and how to invest in them. Module 14: The Business of Cannabis Learn about the newest Off Wall Street Assets on the block, Cannabis. In this course, we educate you on the business of Cannabis. Module 15: Entity & Tax in Canada COMING SOON! In this course we educate you on the best practices for forming a business in Canada. Module 16: Entity & Tax in Australia COMING SOON! In this course we educate you on the best practices for forming a business in Australia. Module 17: New Tax Reform BONUS MODULE! In this course we educate you on the latest in Tax Reform in the United States! MONEY MAKEOVER CALL OR

5 MONEY RULES What is the purpose of investing? To Create Permanent Wealth & Cash Flow What is your most important ROI? Return On Investment Reliability Of Income How do you measure wealth?!! Not a $ Amount!! The number of days you can maintain your desired lifestyle without trading time for money A Systematic Approach To Determining Your Personal Money Rules Determine Your Cash Flow Needs Select Risk Approach 1. CASH FLOW Revenue modeling to determine: Decide How Much Liquidity You Need To Be Comfortable Analyze Your Current Asset Allocation Choose Your Investment Objective Decide How Much Participation You Want Or Have Time For In Your Investments Aim For A Specific Target Rate Of Return Know The Tax Ramifications Of What Investments You Have And What Investments Your Are Thinking About Re-examine Your Asset Class Allocation And Determine The Percentage Of Your Money In Each Class "! Your current income needs "! Your future income needs "! Your gaps in either area 2. LIQUIDITY "!Immediate 3. ANALYZE ASSET ALLOCATIONS Review: Asset Class Allocation Examples: "!Short Term (within the next 2 years) Current Allocation Insurance & Insurance backed Investments "!Mid Term (2-5 years) "!Long Term (5 or more years) Performance Lazy Assets Hidden Opportunities Congruent with Values Securities Businesses Real Estate Gas & Oil Promissory Notes Precious Metals Other (mortgage notes, collectibles etc ) Cash 5

6 4. INVESTMENT OBJECTIVE Cash Flow or Appreciation? 5. PARTICIPATION "!Active "!Passive "!Pactive 6. RISK APPROACH "! Avoid Risk "! Accept Risk "! Manage Risk "! Transferring Risk 7. RATE OF RETURN Determine the minimum limits and the G O A L S for your investment returns. 8. TAX RAMIFICATIONS Who s on YOUR Team? TAX STRATEGIST CPA and/or Tax Attorney? 9. RE-EXAMINE ALLOCATIONS Asset Class Allocation Examples: "!Insurance & Insurance Backed Investments "!Securities "!Businesses "!Real Estate "!Gas & Oil "!Promissory Notes "!Precious Metals "!Other (mortgage notes, collectibles etc ) "!Cash 6

7 7 Questions of Due Diligence 1.! Is the investment congruent with my Money Rules?! 2.! What is my exit strategy? 3.! Is Big Money investing? 4.! Who has oversight? Is the information public? 5.! Are the economics of the offer sound? 6.! Will the marketing plan or business plan deliver the economics? 7.! Can the Leadership Team successfully execute the marketing or business plan? PLUS 1 Ticket to OWSA Workshop PLUS Archived Group Coaching Calls PLUS Debt Calculator PLUS One-on-one Red, Blue, Green Conversation with Rob Kolb! BONUSES: The Millionaire Maker ebook Wealth Cycle!"#$%&'()*+&,-)*.+& Extensive Master Course 17 Online Modules Presented by Loral Langemeier, and Live Out Loud s A-List Wealth Team Module 1: Diversity and Sequencing Module 2: Entity Structure (Update) Module 3: Tax Strategies Module 4: Due Diligence & Money Rules Module 5: Oil and Gas Module 6: Real Estate Module 7: Franchising Module 8: IRAs Module 9: Lenders and Debt Instruments Module 10: Wealth Off the Radar Screen Module 11: Success Stories Module 12: Q&A Sessions Module 13: Cryptocurrency Module 14: Business of Cannabis Module 15: Entity & Tax in Canada Module 16: Entity & Tax in Australia Module 17 : New Tax Reform HERE S WHAT YOU GET: The Millionaire Maker ebook - $27 Wealth Cycle Investing ebook - $27 Debt Calculator - $97 Instant Access to Archived Group Coaching Calls - $497 One-on-one Red/Blue/Green Session with Rob Kolb! - $997 1 Tickets to Off Wall Street Assets Workshop - $ Modules - Off Wall Street Assets Master Course - $3997,-)*.+&!"#$%& Off Wall Street Assets Extensive Master Course 17 Online Modules Presented by Loral Langemeier and Live Out Louds A-List Assets Team PLUS 1 Ticket to OWSA Workshop PLUS Archived Group Coaching Calls PLUS Debt Calculator PLUS One-on-one Red, Blue, Green Conversation with Rob Kolb! BONUSES: The Millionaire Maker ebook or Wealth Cycle $7139 Total Retail!%%"&&& CALL US NOW! *This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities.!past performance is no guarantee of future results.!all investments involve risk, including the loss of principal.!! 7

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