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 October 2021

The Smart Tax Planning Newsletter October 2021

Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too.  What you may not know is that not all 529 withdrawals are...

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The Smart Tax Planning Newsletter September 2021

The Smart Tax Planning Newsletter September 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: Save Your Employee Retention Credit Vaccinated? Claim Tax Credits for Your...

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14 Tax Reduction Strategies for the Self-Employed

14 Tax Reduction Strategies for the Self-Employed

Tax PlanningIn June's Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed. The ideas expressed were simply one-lines. Below you will find related articles with the nuts and bolts of implementing those tax planning strategies....

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The Smart Tax Planning Newsletter August 2021

The Smart Tax Planning Newsletter August 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: Don't Miss Out on the Employee Retention Credit Loophole: Harvest Tax Losses...

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The Reality of Self-Employment Taxes for 2021

The Reality of Self-Employment Taxes for 2021

Tax PlanningWhat happens when lawmakers enact a new tax? It starts small. It looks easy. In 1935, the self-employment tax topped out at $60. Those 1935 lawmakers must be twirling in their graves with the new rules for 2021, which levy the following taxes: A...

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