Tax Planning
The 4 Essential Elements:
Tax MinimizationTaxes 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 decisions.
The 4x4 Financial Independence Plan
The Smart Tax Minimizer (For Consumer and Home-Based Businesses)
The Smart Tax Plan Planning System for Business Owners
Annuities
Charitable Trusts & Annuities
Deferred Sales Trusts
Delaware Statutory Trusts
In-Service Alternative Rollovers
Insurance-Disability
Insurance-Life
Insurance-Long Term Care
Micro-Captive Insurance Companies
Mortgages-Forward
Mortgages-Reverse
No-Load Annuities
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Research & Development Tax Credits (R&D, etc.)
Retirement Plans - Pension & Profit Sharing Plans - The Super(k)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Self-Directed Brokerage Accounts
Tax Minimization
Education
The material in this section is designed to help you both grow and maintain your Tax Plan so you can live more independently!
The Smart Tax Planning Newsletter August 2020
The Smart Tax Planning NewsletterAugust 2020Every month we provide you with a fairly detailed review of several...
ETF or Mutual Fund?
ETFs (Exchange Traded Funds) and Mutual Funds are similar in just enough ways to be confusing. ETF’s popularity is...
Income Crisis
We are used to talking about job losses in the midst of a recession. That’s a measurement we’ve seen before. But...
The Smart Tax Planning Newsletter July 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
The Smart Tax Planning Newsletter June 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
Key Tax Changes From The Tax Cuts And Jobs Act
As financial professionals, we all have to deal with the fallout of the Tax Cuts and Jobs Act, so I’m enclosing a very...
Estate Planning Under The New Tax Act: Everyone Needs A Review
The Smart Estate Planning NewsletterWhen was the last time you examined your will or trusts? How about power of...
The Smart Tax Planning Newsletter May 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
The Smart Tax Planning Newsletter Covid-19 Edition April 2020
The Smart Tax Planning Newsletter Covid-19 EditionEvery month we provide you with a fairly detailed review of several...