Freedom Equity Group.com

FEG Inc. it's employees and agents do not give tax or legal advice.

PROCEDURES

1. Agent downloads client census data sheet and fills out as much as possible
2. Agent submits form to Bill St. Clair/FEG (email) vipbsc@fegcorp.com (fax) 619-870-0212
3. FEG Admin determines application credibility and tracking etc.
4. Case submitted from FEG to James & Susan (JSN & Associates)
5. James & Susan, (Bill)(FEG) call agent (maximum 10-minute call) for info gathering/begin relationship
6. James, Susan, (Bill)(FEG) & Agent conduct brief client call for any final information and details from client
7. James & Susan will determine the class type of case and the percentage of split proposed and email the Agent Agreement Letter to Agent and Bill/FEG
8. The agent completes the Agent Agreement Letter and signs or declines (optional)
9. If agent accepts Agreement Letter, he/she emails agreement (Bill) (FEG) (FEG) Copies sends original toJames & Susan
10. James & Susan set a phone appt with Agent & Agent's client to create Financial retirement agreement and a tax centric solution
11. Conference call with Agent, Agent's Client, James, Susan & (Bill).
12. Agent completes product application(s) and submits to FEG
13. FEG updates tracking of case and forwards copy of application page to JSN
14. We will forward the application to the life insurance caompnay.

NOTE

JSN must have all agent contact information for weekly follow up in event they may need additional assistance in closing client.
JSN also to be provided copy or access to review product/agent production reports to ensure case does not accidently slip through the process.

FORENSIC TAX AND FINANCIAL ANALYSIS

Family Security? Retirement? Legacy? Whatever the goal, it is very difficult to build wealth and impossible to preserve it without a comprehensive understanding of the United States Tax Code, Tax Regulations and Tax Law. The savviest among us have, at best, peripheral knowledge as it applies to our own circumstances. If we are lucky we have someone in our employ who does have exceptional brilliance in taxation. However, if we are lucky and smart we have a Forensic Tax and Financial Analyst. This is a person whose sole focus is intense research and carefully pointed application of all aspects of taxation, their creative genius assuring us of successfully managing and minimizing our tax consequences on ANY and EVERY financial move we make. Forensic Tax Analysis is the marriage between the subtleties and the complexities of the vast body of taxation that allows for the fashioning of a bevy of sophisticated tools used to build plans that reach into our past, cull our present, and control our future tax. The result is increased viability of a business or an investment to build significant wealth and even more importantly, to preserve it.

STRATEGIC ALLIANCE

We are proud to announce that JSN & Associates, a tax firm specializing in forensic tax and financial analysis, has entered into an exclusive partnership with Freedom Equity Group for the purpose of offering the clients of FEG the superior tax advice and guidance that support the accomplishing of their goals from a tax-centric perspective. JSN & Associates is able to make the claim that our knowledge and skill is perhaps in the top 5% in the country and that the client can rest assured that every stone has been turned, every diamond polished, until we can state with certainty that the client may move forward with a financial strategy knowing their retirement, security, legacy is protected and growing at a maximum because we are busy eliminating the greatest threat to their goals: tax.

ABOUT US

JSN & Associates prides itself in the unique approach we take with clients in combining our tax expertise with financial experts to develop a plan for a client that is designed to maximize all tax benefits as well as financial benefits. We utilize a team of experts including Tax Attorneys, CPAs, Enrolled Agents, Tax Analysts, and Research Analysts all working together toward the goal of maximizing a client's opportunity to build and preserve wealth. We look deeply into the taxation issues as applied to a client in order to assist the client in understanding there may be more options available in meeting financial objectives through the use of tax-centric strategies. A tax-centric strategy is simply a way in which a client may accomplish a financial goal or objective balanced from the view of maximized tax savings or tax benefits.

JSN & ASSOCIATES FOUNDERS

JAMES HARNSBERGER, Senior Forensic Tax Analyst and Co Founder of JSN & Associates, has been in the tax industry since 1982 at which point he opened his first tax firm. He has been a certified tax paralegal since 1999 graduating National Honor’s Roll and Phi Theta Kappa and has worked on multi-million dollar tax litigation cases overturning long-standing tax court precedent. Over the years he has invested in the purchase of tax firms, reorganized them with significant growth, and sold them. He has also had great success as a business analyst and with his wife, Susan, has been hired to come in and reorganize privately held tax firms, raising their bottom line by more than 200%. He was one of the first to become certified with the IRS as an instructor for the required continued education for Tax Lawyers, CPAs, Enrolled Agents, and Tax Professionals. He and his wife also own TaxSmart America, the facility for which they provide the continued education both in-class and online monthly with students in 14 states. It is James’ passion for the business owner and investor and his phenomenal tax expertise that puts our firm JSN & Associates in the top 5% of the country.

SUSAN HARNSBERGER, Tax Research Analyst and Co Founder of JSN & Associates, has been in the tax industry since 2006. She is currently apprenticing with her husband in the area of Forensic Tax Analysis and Business Reorganization. Prior to meeting and partnering with her husband she experienced significant success as a real estate investor and currently maintains a Realtor license. Her degree from University of California at San Diego is in Physics, and in 1999, working as a Research Scientist at Innova Laboratories, she received a patent with Principal Scientist for work on a DARPA funded project which was later sold to Raytheon. She brings to her work in taxation intense research skills developed working in Applied Physics. She too has a deep passion for the business owner and investor and believes she is meeting her goals anytime she is able to help them keep as much of their hard-earned money as is legally possible. Her guiding business principles are capitalism and meritocracy.

NICHOLAS ANGELLO, Corporate Formation and Compliance Specialist and Co Founder of JSN & Associates, graduated from Vanderbilt University in 2008 with a Bachelor's Degree in Economics. He works closely with clients helping them understand the requirements for keeping their corporations in compliance with Federal and State regulations. Monthly he meets with them in-house for our Southern California clients or by phone/internet for our out-of-state clients. These meetings are not only to keep them apprised but to interview them on their business dealings in order to keep accurate monthly minutes and records and to make sure our Tax Analysts are kept apprised for purposes of tax planning. Nicholas is currently considering returning to university for his law degree.

THE JSN & ASSOCIATES TEAM

JSN & Associates is comprised of Forensic Tax Analysts, Research Analysts, Litigation Tax Attorneys, Transactional Tax Attorneys, Bankruptcy Attorneys, Estate and Trust Attorney, Marital Family Law Tax Attorneys, CPAs, Enrolled Agents, Entity Formation and Compliance Specialists, Business Reorganization Specialists, Bookkeeping and Payroll Specialists, and all of our client support and administration people. All phone calls and correspondence must begin with FEG Corp. We do not accept correspondence until contact has been made through FEG. We look forward to helping you build and preserve your wealth!