Legacy Therapy

Found Money

Episode Summary

Karla Leonard is the CEO of IMI Asset Management Company with a concentration on Tax Incentives for businesses Retirement Planning and Insurance. She has been in the industry for more than 25 years. She specializes in working with small to mid-sized businesses assisting them with the ability to take advantage of tax incentives and aides in the design of their Exit Strategies through utilization of an individualized proprietary retirement program called the Stryde Retirement Program. Her concerns are around people outliving their money in retirement and typically, a surviving spouse has a 65% loss of income.

Episode Notes

Karla comes on the show to share her vast knowledge with Stacey about helping people find money via their taxes.

Key Takeaways:

• What differentiates your business that is going to entice someone to buy it?
• Karla can help businesses get money back on upgrades they’ve made throughout the year.
• Have you hired people? You qualify to save money.
• Karla’s work does not cost you any money. She simply takes a percentage of the savings she finds for your company. It’s a win-win for everybody!
• Just because you have a CPA, don’t assume they are searching for these tax incentives. It’s a highly different specialty and Karla partners with CPAs to bring your taxes full circle.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan
 

To get in touch with Karla:

Phone number (call): 888-383-3068

Phone number (text): 951-333-2080

Email: kmld@imiassetmanagementco.com

Website: www.imiassetmanagementco.com

Facebook: www.facebook.com/IMIAssetManagement/