Tax Planning

At the core of our financial philosophy lies the awareness that taxes represent life’s most significant expense. Although paying taxes is not optional, the power to optimize how you manage them lies in your hands. This principle, known as “The Net,” underscores the importance of what you keep, not just what you make. Making better, smarter, and safer tax-efficient financial decisions is key to preserving your hard-earned wealth. We are here to empower you with the knowledge and expertise to navigate the complexities of taxation, ensuring you make informed choices that lead to a brighter financial future. Let us guide you on this journey of financial optimization, helping you secure a more prosperous and fulfilling life.

Proprietary Services for Tax Planning

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

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The 4x4 Financial Independence Plan ℠

Specialty Proprietary Services for Tax Planning

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The Smart Tax Planning System for Business Owners ℠

Products for Tax Planning

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Annuities

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Charitable Trusts & Annuities

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Delaware Statutory Trusts

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Employee Retention Tax Credit (ERTC)

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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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Coaching and Consulting

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Browse All Tax Planning Articles, Videos, Podcasts

Holding Real Property in a Corporation: Good or Bad Idea?

Holding Real Property in a Corporation: Good or Bad Idea?

Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values are actually dropping after reaching all-time highs in the middle of last year. Gasp! Even so, real property is still probably a wise investment over...

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The Smart Tax Planning Newsletter September 2023

The Smart Tax Planning Newsletter September 2023

Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into Depreciation HSAs for Business Owners When enacted, the Affordable Care Act (ACA) eliminated most small-business health plans that reimbursed...

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The Smart Tax Planning Newsletter August 2023

The Smart Tax Planning Newsletter August 2023

Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for Small Businesses Update on State Pass-Through Entity Taxes Beating the SALT ICHRA Unleashed: Transforming Small Business Health Benefits The...

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Tax Exempt Cash Reserve for Elder Care Expenses

Tax Exempt Cash Reserve for Elder Care Expenses

Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple...

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2023 Health Insurance for S Corporation Owners: An Update

2023 Health Insurance for S Corporation Owners: An Update

Tax PlanningBradford InstituteIf you operate your business as an S corporation, you continue to enjoy good news in 2023 when it comes to your health insurance. In this article, we give you the ins and outs of what you need to do with your S corporation to ensure your...

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Q2 2023 Quarter End Securities Update

Q2 2023 Quarter End Securities Update

Retirement Planning:  SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500 up +8.3%, and the Dow Jones Industrial...

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The Smart Tax Planning Newsletter June 2023

The Smart Tax Planning Newsletter June 2023

Tax PlanningIn this issue: Act Now to Qualify for your 2020 and 2021 ERC Money Claim Your 2020 Covid Sick and Family Leave Credits Today Cleaning Personnel and Your Home-Office Deduction Shutting Down a C Corporation Act Now to Qualify for Your 2020 and 2021 ERC Money...

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A Securities Market Update for You – May 2023

A Securities Market Update for You – May 2023

Retirement Planning:  SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for the week, all of which changed the outlook for the...

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SPECIAL REPORT for 2023

Crucial tax changes and updates that will impact individuals and businesses in 2023.

Key Topics We Cover in this Special Report:

  • Alert: A Massive New FinCEN Filing Requirement Is Coming
  • $80 Billion to the IRS: What It Means for You
  • New Law Improves Energy Tax Benefits for Business Owners and Landlords
  • Buying an Electric Vehicle? Know These Tax Law Changes
  • Get Ready to Say Goodbye to 100 Percent Bonus Depreciation