S. Duncan Holaday

S. Duncan Holaday Email and Phone Number

Business and Financial Consultant at S. Duncan Holaday @ Business Owner Solutions & Sevices
S. Duncan Holaday's Location
San Francisco Bay Area, United States
S. Duncan Holaday's Contact Details

S. Duncan Holaday personal email

About S. Duncan Holaday

For business owners, I show them how to add tens if not hundreds of thousands of dollars to their bottom line without changing how they currently do business. And, if there is no benefit, there is no fee! Imagine getting a fat check back from the IRS, reducing your everyday expenses so you can expand, give your deserving empolyee's a raise, or surprise your spouse with a dream vacation, all without changing vendors or the way you currently conduct business. We do all the work, and if we can't find you any benefits, we don't charge you a dime! Did you know you can get a tax credit for every new employee you hire? Check this out to see if your business qualifies: https://gmg.me/224580For individuals, I show them how to grow their assets safely and in the most tax advantaged way possible. For instance, did you know that instead of investing in risky and restrictive 401(K)'s or IRA's you can fund a retirement account that has no contribution limits, grows tax-free and safely (with guarantees), and can be accessed tax and penalty free (unlike traditional qualified plans that are tax time bombs when distributed)?

S. Duncan Holaday's Current Company Details
Business Owner Solutions & Sevices

Business Owner Solutions & Sevices

View
Business and Financial Consultant at S. Duncan Holaday
Website:
boss4biz.com
Employees:
27
S. Duncan Holaday Work Experience Details
  • S. Duncan Holaday
    Business And Financial Consultant
    S. Duncan Holaday Jan 1985 - Present
  • S. Duncan Holaday
    Personal Financial Advisor
    S. Duncan Holaday Jan 1985 - Present
    San Francisco Bay Area
    Give individuals piece of mind by saving for retirement safely without the restrictions and huge tax burdens of traditional qualified plans like 401(K)'s, IRA"s, etc.Protect the assets of retirees and near retirees so they don't lose money when they need it mostGrow clients accounts competitively and risk freeShow clients how to pay themselves interest instead of paying interest to banks, finance companies, etc.Customize specific financial plans to meet families' unique needs and goalsContinuously monitor plans to keep up with life's changes
  • Business Owner Solutions & Sevices
    S. Duncan Holaday
    Business Owner Solutions & Sevices 2016 - Present
    San Francisco Bay Area
    Improve Business Owners bottom line with no risk and without changing existing business practicesWe have helped thousands of companies reduce expenses and obtain large federal tax incentives that would otherwise go uncapturedFind Specialized Tax incentives and credits, past and future, to insure the most efficient tax strategy possibleTax incentives: Review and audit Cost Segregation, R&D Credits, Property TaxesExpense Reduction: Review and audit Credit Card Account, Waste and Recycling, Workers Comp, and Parcel ShippingAverage savings: Restaurants - $230,000 Medical Facilities - $271,000. Commercial Real Estate - $240,000Software Developers - $238,000Construction - $480,000Architects and Engineering - $210,000Golf Courses - :$231,000Auto Dealerships - $$80,000Our services are not limited to any single industry focusWork with all business owners regardless of sizeWe do all the work, and if there is no benefit, there is no fee!!

S. Duncan Holaday Skills

Leadership Estate Planning Team Building Public Speaking Fixed Annuities Retirement Planning Sales Start Ups Investments Strategic Planning Strategic Financial Planning Microsoft Office Real Estate Marketing Program Management Asset Management Community Outreach Customer Service Management Project Management Coaching Retirement

S. Duncan Holaday Education Details

Frequently Asked Questions about S. Duncan Holaday

What company does S. Duncan Holaday work for?

S. Duncan Holaday works for Business Owner Solutions & Sevices

What is S. Duncan Holaday's role at the current company?

S. Duncan Holaday's current role is Business and Financial Consultant at S. Duncan Holaday.

What is S. Duncan Holaday's email address?

S. Duncan Holaday's email address is fi****@****aol.com

What schools did S. Duncan Holaday attend?

S. Duncan Holaday attended Santa Clara University, University Of California, Berkeley.

What skills is S. Duncan Holaday known for?

S. Duncan Holaday has skills like Leadership, Estate Planning, Team Building, Public Speaking, Fixed Annuities, Retirement Planning, Sales, Start Ups, Investments, Strategic Planning, Strategic Financial Planning, Microsoft Office.

Who are S. Duncan Holaday's colleagues?

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