Tax Strategies

 Since biblical times, people have dreaded the tax collector – and no wonder. The tax codes and rules shift about, and there seems to always be an unpleasant surprise lurking somewhere. There’s the haunting spectre of losing all your savings to the IRS. Even with the advice of an accountant, you can end up paying more in taxes on your retirement assets than you imagined, and tax losses can amount to $1 million or more. Many people just give up, thinking there is nothing much they can do about taxes.


Retirement Financial Planning
But wealthy people take a proactive approach, wanting to know how to keep their earnings tax-free, how to save taxes, how to create tax-efficient cash flow from their investments and more. In short, wealthy people are financially well-educated, and make the right moves. Jack Patterson can show you how they do it – and help you achieve the best possible tax outcomes, now and in the future.

In Just one hour we can explore powerful tax planning strategies.


You owe it to yourself and your heirs to benefit from Jack Patterson’s knowledge and experience. Jack can show you:


  • How to capitalize on new tax law changes.
  • Techniques that may reduce or even eliminate estate taxes.
  • How to cut all or as much as possible of your capital gains tax on the sale of stocks, real estate or a business.
  • What the three biggest tax breaks in the tax code are, and how you can be sure you use them all.
  • What he knows from his extensive training on how the wealthy become wealthier while working people just keep working.
  • Why retirement assets are the worse you can hold.
  • How to address the biggest problem in your portfolio – the taxman.

Jack will keep you up-to-date on the latest tax changes in Washington, and the most current money-saving strategies that affect your specific circumstances.

Remember, unless you have a well-thought out and dynamic strategy for dealing with taxes, you will pay the price.

Make a positive step today:

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Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters.
Jack Patterson
Retirement Planning for Successful Entrepreneurs

2655 LeJeune Road, Suite 909, Coral Gables, FL 33134
phone: (305) 648-3080    fax: (305) 441-0217
e-mail: Jack@PattersonAdvisors.com

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 Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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