The 4 Essential Element

Tax Planning

Taxes are life’s single biggest expense. Yet, like most expenses, paying taxes is a choice that you make. This is the principle of “The Net” which states, “It’s not what you make, it’s what you keep that matters.” It’s not that you get to choose if you should or should not pay taxes.  It is, however, a matter of making Better, Smarter, Safer tax-efficient financial decision

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The 4x4 Financial Independence Plan ˢᵐ

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The Smart Tax Minimizer (For Consumer and Home-Based Businesses) ˢᵐ

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The Smart Tax Planning System for Business Owners ˢᵐ

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Annuities

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Charitable Trusts & Annuities

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Deferred Sales Trusts

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Delaware Statutory Trusts

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In-Service Alternative Rollovers

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Insurance-Disability

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Insurance-Life

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Insurance-Long Term Care

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Micro-Captive Insurance Companies

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Mortgages-Forward

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Mortgages-Reverse

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No-Load Annuities

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Research & Development Tax Credits (R&D, etc.)

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Retirement Plans - Pension & Profit Sharing Plans - The Super(k)

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Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

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Self-Directed Brokerage Accounts

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Browse All Tax Planning Articles, Videos, Podcasts

8 Reasons Not To Do a Roth Conversion

8 Reasons Not To Do a Roth Conversion

Tax PlanningThe Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you make the move.We love Roth IRAs and...

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The Cost-of-Living Adjustment and What it Means for You

The Cost-of-Living Adjustment and What it Means for You

Tax PlanningEach year, the Social Security Administration (SSA) announces the cost-of-living adjustment for the next year. Whether you are retired or not, you should be aware of what the changes mean.In October the Social Security Administration announced that the...

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The Smart Tax Planning Newsletter April 2021

The Smart Tax Planning Newsletter April 2021

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: PPP Extended - Act Fast or Miss Out Double Benefits: Claiming Both the ERC and...

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Key Changes to the Tax Cuts & Jobs Act

Key Changes to the Tax Cuts & Jobs Act

Tax PlanningWhile the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review the changes every year as your tax situation may be different. Certain areas such as deductions and estate planning should be looked at every year. For...

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The Smart Tax Planning Newsletter March 2021

The Smart Tax Planning Newsletter March 2021

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Covid-19 tax relief measures Business tax breaks thanks to the recently...

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The Practical Guide to S Corporation Taxes

The Practical Guide to S Corporation Taxes

An exclusive report from Bradford Tax Institute.Topics Lock in the Home-Office Deduction for Your S Corporation Avoid Trouble: Don't Let the IRS Set Your S Corporation Salary Avoid this S Corporation Health Insurance Deductible Mistake Terminating Your S Corporation...

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Episode 19 Getting Started

Episode 19 Getting Started

Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss mindset and what it takes to overcome doubts and procrastination and get started...

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