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Home > Advisory Board > Tim Berry, JD
Attorney Tim Berry is the IRA expert at Global Strategic Advisors. Tim is a nationally known expert and contributing author and Senor Adviser leading the way with current up-to-date information concerning IRA assets, 401k rules and prohibited transaction rules. When it comes to knowing what is best for your IRA, and tax efficient methods of sending your retirement assets on to the next generation, Tim is considered by many to the go to person.
Tim is often invited as a distinguished guest to lecture on continuing education courses for CPAs and other professions involving Wealth Management.
Tim earned his Bachelor of Science degree in Economics from Fresno State University. At Fresno State Tim received the honor of being named by the college economics faculty as the Outstanding Graduating Student. He then advanced his career as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar.
Tim Berry continues to stay in touch with current legislation and provides educational courses on the topic of IRAs, for CPAs, Enrolled Agents, and Financial Planners. In fact, the Financial Planner’s Association selected his presentation as the Best of the Summit. Additionally he has been quoted in Journals such as Morningstar and Personal Real Estate Investor.
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Don't miss this valuable conference and the chance to meet all of our Global Strategic Advisors!
Amsterdam Meeting 2010 7-9 November: Sofitel Amsterdam The Grand
One attitude that cannot be tolerated in medicine is lack of care or apathy and physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.
Written by the foremost expert in the country!
Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas
►Asset Protection
►Estate Planning
►Income Tax Reduction
►Financial Planning
►Office Management
►Corporate Structure and Protection Structures
Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.
Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.
Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.
Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.
Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.
Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...
Would you like to remove a dollar from your company, and even better, a tax deductable dollar and pu ...
Trustmakers Estate Tax planning provides advisor direction and guide information on protecting your estate.
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