Structure

We believe our Limited Partnership structure is among the most flexible form of business organization in existence and makes possible this sound and fair our profit-sharing arrangement. Our structure allows for:

• Elimination of Double Taxation
• Participation in Firm Profits and
• Partner Input

The United Planners structure has withstood the test of time. We are celebrating more than 20 years in business and have been able to remain an independent boutique firm through our unique structure.

The Partnership structure, in addition, eliminates double taxation. There is no corporate tax to pay! Profits are passed directly through to the individual Partners who pay only one tax at their personal rates.

Finally, income reported by UPFSA's Partners is likely to qualify as "passive" income, available to offset otherwise nondeductible losses from tax shelters and other passive investments.

As a Limited Partner, YOU share the profits. You make NO investment to become either a Limited Partner or an Associate of United Planners' Financial Services of America

 

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