Joshua Betancourt

Joshua has over 18 years of experience working with business owners, families and individuals to lower their State and Federal Taxes via unique structures so they can accumulate and keep more of their wealth including maximizing Social Security. Joshua has logged thousands of hours of training on State and Federal Taxes and Tax minimization, Pension plans & Profit Sharing Plan re-design, Social Security, Medicare, insurance financing & refinancing, and financial planning. He is also currently completing a Masters Degree in Accounting (M.S.A) with a focus on taxation.


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