Sneak Peek of
The SMART Savings Plan™
Term: 10 Years
Annual Tax Savings
Positive Cash Flow
Based on a closing date of January 19, 2022.
Predictable Tax Savings
The SMART Savings Plan™ is a powerful tax saving solution that allows you to substantially reduce your annual income tax burden over the course of a 10-year period.
Prior to joining the SMART Savings Plan™, we provide a detailed timeline for your expected tax benefits over the next 10 years. Once you’ve chosen your level of participation, these annual tax savings are fixed, giving you the ability to better map your financial future.
Interested in learning more now?
A SMART Investment for
From entrepreneurs to physicians to legal professionals, the SMART Savings Plan™ is quickly becoming the go-to solution to save on taxes.
With just a small annual contribution, you can quickly earn significant tax breaks generated from your participation in the Plan.
Participating in the SMART Savings Plan™ allows you to take control of your income, secure your financial future and put life-enhancing cash flow in your pocket year after year.
This summary of the SMART Savings Plan™ is for information purposes only and does not constitute or purport to constitute an offer to sell nor a solicitation to buy any securities. Securities are only being offered by and pursuant to an offering memorandum (the “Offering Memorandum”) relating to the EquiGenesis 2022 Preferred Investment LP (the “Partnership”) describing the offering of such securities (the “Offering”). Investors must receive and review the Offering Memorandum prior to subscribing for the securities described therein.
This summary is not a complete description of the securities and is in all respects subject to the provisions of the Offering Memorandum describing the Offering, especially those provisions regarding “Risk Factors” and “Forward-Looking Statements”. Prospective investors are encouraged to consult with their own professional tax and financial advisors to determine the appropriateness of an investment in the Smart Savings Plan™ in relation to their own financial objectives.
Participation in the SMART Savings Plan™ is only available to Accredited Investors.