The document discusses tax and financial strategies that businesses and investors can implement before the end of 2011. It recommends that businesses (1) increase deductible expenses, (2) take advantage of Section 179 deductions for assets, and (3) sell assets that have declined in value to generate losses. It also recommends that investors consider a 100% capital gains tax exclusion by investing in qualified small businesses before January 1, 2012. The document promotes partnering with the company to provide advisory services to help clients implement beneficial tax strategies before the end of the year.

1. The Year is Almost Over
Have Your Clients Prepared for Tax Season?
November 2011
For More Than a Decade, We Have Worked Closely With Accountants,
Financial Consultants, Lawyers, and Other Professional Advisors to
Help Their Clients Become More Successful
There’s Still Time to Implement Profitable
Initiatives Before the End of 2011
Businesses Have Time to:
 Increase business expenses on strategy consulting, business planning, marketing, information
technology, and other professional services to prepare themselves for 2012. All of these
expenses are deductible.
 Take advantage of tax benefits associated with purchasing fixed assets like equipment,
computers and vehicles and completely deducting them in 2011 (Section 179).
 Quickly and efficiently sell assets that are now worth less than at purchase to generate a loss
against other gains.
 The capital gains tax is not likely going down. It may be time to consider selling a business
before rates go up. A professional sales process can take a year or more to maximize the value
to the business owner.
 Raise capital by selling stock and offering a 100% capital gains exclusion to investors (see below).
Investors Still Have Time to:
 Invest in the stock of qualified small businesses before January 1, 2012 and avoid any capital
gains when s/he eventually sells the stock. This is a 100% capital gains tax exclusion. There is
no income phase out for this program.
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2. Let Us Partner with You to Provide Platinum Level Advisory Services to Your Clients
(And Help Get Something Done in 2011 if They Need It!)
 Company and Asset Sales • Alternative Investment Opportunities
 Market Research • Capital Raising
 Strategy Consulting • Business Planning
For More Information about GT’s Capabilities and How We Can Work Together
Troy Centazzo
Engagement Partner
(310) 846-5009
Troy_Centazzo@growthink.com
Connect with me on LinkedIn. Member, FINRA and SIPC
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