Pratt and LeFevre Corporation
https://prattandlefevre.com/contact-us/
450 Simmons Way, Suite 760,
Kaysville, Utah 84037
833-722-8848

A monthly newsletter brought to you by your Pratt and LeFevre Corporation Team
VOL. 1, ISSUE 12 December 2022

HOW TO PROTECT YOUR ASSETS DURING INFLATION

As inflation creeps up, many people worry about how they can protect their assets. One way to do this is to put your assets into a trust. This can help shield them from estate taxes.

When it comes to protecting your assets during inflation, there are a few key things to keep in mind. First, remember that inflation is when prices rise. So your goal is to maintain the purchasing power of your assets.

Another key thing to remember is that trust and estate planning can be very important during periods of inflation. Pratt & LeFevre's O.N.C.E. strategy protects your assets and will continue to protect you and your family even if prices go up.

Finally, don't panic! Inflation can be unsettling, but as long as you take some basic steps to protect your assets, you'll be in good shape. With a little planning, you can weather any inflationary storm.


MAKE THE INFLATION REDUCTION ACT WORK FOR YOU

Millionaires and big corporations will pay more taxes under the Inflation Reduction Act. Most people making $400,000 per year or less will see a boost to their income. So says the New Jersey Society of Certified Public Accountants (NJCPA).

Aren't you glad you've implemented Pratt & LeFevre's proprietary tax mitigation strategy? Our strategy lowers the taxable income for your business and for yourself!

For a refresher on how our strategy helps you save on taxes refer to the videos on our website.

https://prattandlefevre.com/corporate-videos/


HELP SOMEONE ELSE GET THE SAME TAX-ADVANTAGED BENEFITS YOU ENJOY

There are many benefits you enjoy from implementing our O.N.C.E. strategy. When you refer clients to us, you can enjoy further benefits. For starters, you get the satisfaction of knowing that you’ve helped someone receive the same tax benefits you received. In addition, you may earn referral bonuses and other advantages.

When you refer clients to us, you can rest assured that they will receive high-quality care. We are dedicated to providing our clients with the best possible experience, and we’re always looking for ways to improve.

We know that your time is valuable, so we make it easy for you to refer clients to us. Simply reach out to your Account Executive. Our referral program gives you bonuses for every client you refer.

Contact Daniel McCraine, our National Sales Director at: Danielm@prattandlefevre.com


Have you been to our website lately?

Meet our team specialists at https://prattandlefevre.com/our-specialists/

Each of our specialists follow the O.N.C.E. (Own Nothing, Control Everything) Process in their own business. Our team has their own successful business and contracts with Pratt and LeFevre Corporation to work with clients, bringing their expertise in business, accounting, taxes, financing, marketing and more. Visit our website today to learn more about Pratt and LeFevre Corporation team of specialists ready to work with you.

In addition, you can read all of the back issues at www.prattandlefevre.com/newsletters-2/


DISCLAIMER: Pratt and LeFevre Corporation has several attorneys on retainer. Any information contained herein should not be considered legal advice. The above is only an explanation of instructions given to Pratt and LeFevre Corporation by our attorneys which we have been given permission to explain from a lay-person’s point of view only. Any clarification or questions must be answered directly by an appropriate attorney.

Pratt and LeFevre Corporation
https://prattandlefevre.com/contact-us/
450 Simmons Way, Suite 760,
Kaysville, Utah 84037
833-772-8848

Memberships & Affiliations

NATIONAL SOCIETY OF ACCOUNTANTS

AMERICAN COLLEGE OF FORENSIC EXAMINERS, INTERNATIONAL

UNIVERSAL ACCOUNTING

BYU MANAGEMENT SOCIETY

Get In Touch

    Corporate Headquarters:

    Pratt and LeFevre Corporation
    450 Simmons Way, Suite 100
    Kaysville, Utah 84037
    (By appointment only)
    833-772-8848
    info@prattandlefevre.com