Portfolio knows that regular face-to-face meetings with you to review financial results will improve performance and maximize profits. Others believe that they can just send reports in the mail and hide from the dealer. OTHER PRODUCTS' PREMIUMS
Portfolio has developed a way for all of a dealer's aftermarket F&I products to have their premiums paid into the reinsurance company. Others try to keep these very profitable premiums for themselves. LEGAL AND TAX
Portfolio knows that you should have confidence in your company's structure and be protected from legal and tax issues. Portfolio has directly faced the IRS and spent over a million dollars to earn two IRS Technical Advice Memoranda (TAMs) approving our program’s structure and operations. (these are available for review upon request)
Portfolio employs the best outside legal, investment and tax consultants in the industry. We believe in the flexibility and value of outside advisors, and don't believe we need them as employees. For example, Dixon Hughes prepares the tax returns for our clients because they are the largest and most successful dealership accounting firm nationwide. Others rely on in-house personnel to provide tax services and legal advice.