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Exclusively for Fleet Owners, Brokers, and Logistics Leaders


Your Complimentary Business Valuation & Tax Strategy Session

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Important Questions

❓ Are you paying yourself the smart way—or the expensive way?

Most logistics owners overpay in self-employment taxes without even realizing it. Salaries, draws, distributions—are you structured to maximize profit, or leak it?

❓ Does your business structure still make sense at your current revenue level?

What worked when you had one truck may be costing you five figures now. LLC vs. S-Corp vs. C-Corp isn’t a tax label—it’s a profit strategy. Is yours working?

❓ Are you using tax season to react… or to plan?

The IRS doesn’t care how hard you work. They care about how well you plan. Are you getting proactive tax strategy—or just an annual invoice?

❓ Is your retirement plan built for owners—or for employees?

Spoiler alert: IRAs and 401(k)s may not be enough. We’ll show you how to build a true owner’s plan using tax-advantaged tools most advisors don’t even talk about.

❓ What’s your backup plan if fuel costs rise, freight rates drop, or taxes spike?

Profit isn’t just what you make—it’s what you keep. Are you protected from volatility… or praying the numbers hold?

More Info

Important
Questions Logistics Leaders Should Be Asking

❓ Are you paying yourself the smart way—or the expensive way?

Most logistics owners overpay in self-employment taxes without even realizing it. Salaries, draws, distributions—are you structured to maximize profit, or leak it?

❓ Does your business structure still make sense at your current revenue level?

What worked when you had one truck may be costing you five figures now. LLC vs. S-Corp vs. C-Corp isn’t a tax label—it’s a profit strategy. Is yours working?

❓ Are you using tax season to react… or to plan?

The IRS doesn’t care how hard you work. They care about how well you plan. Are you getting proactive tax strategy—or just an annual invoice?

❓ Is your retirement plan built for owners—or for employees?

Spoiler alert: IRAs and 401(k)s may not be enough. We’ll show you how to build a true owner’s plan using tax-advantaged tools most advisors don’t even talk about.

❓ What’s your backup plan if fuel costs rise, freight rates drop, or taxes spike?

Profit isn’t just what you make—it’s what you keep. Are you protected from volatility… or praying the numbers hold?

Looking for a First-Class Wealth Strategist Consultant?

Covenant Wealth is committed to servings you at the highest level with all your wealth strategy and wealth protection needs.


National Producer Number: 21549974

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Covenant Wealth is committed to serving you at the highest level with all your wealth strategy and wealth protection needs.

National Producer Number: 21549974

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