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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The Smart Tax Planning Newsletter January 2021

The Smart Tax Planning Newsletter January 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: New Forgiveness Rules for Past, Current and New PPP Money Round 2: Additional...

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Bitcoin: New IRS Cryptocurrency Guidance

Bitcoin: New IRS Cryptocurrency Guidance

Tax PlanningThe IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold cryptocurrency and didn’t report it on your tax return. Here are the tax basics. You’ll treat cryptocurrency as property for tax purposes: If you receive...

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8 New Tax Breaks

8 New Tax Breaks

Tax PlanningAs you doubtlessly know, Congress recently passed a massive new stimulus bill that was enacted into law on December 27, 2020. Most of the public’s attention has been focused on the bill’s authorization of additional stimulus checks and new PPP loans and...

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Monthly Client Newsletter December 2020

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...

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The Smart Tax Planning Newsletter December 2020

The Smart Tax Planning Newsletter December 2020

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: Good news if your PPP loan is for $50,000 or less Four things to know when...

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2021 Key Financial Data

2021 Key Financial Data

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...

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The Smart Tax Planning Newsletter November 2020

The Smart Tax Planning Newsletter November 2020

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: 2020 Last-Minute Year-End General Business Income Tax Deductions 2020...

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