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.
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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...
The Smart Tax Planning Newsletter May 2023
Tax PlanningIn this issue: Tax Credits for Electric Vehicles: The Latest from the IRS Using Family Loans to Secure Better Home Loan Interest Rates Basic Estate Planning One Ugly Rule for S Corp Owners Deducting Health Insurance Tax Credits for Electric Vehicles: The...
Helicopter View of 2023 Meals and Entertainment
Tax PlanningAs a tax consultant, I want to provide you with the latest updates on the business meal deduction for the year 2023 and beyond. As you may already know, there have been some significant changes to the business meal deduction for 2023 and beyond. The...
SECURE 2.0 Adds New Escapes from the 10% Early Withdrawal Penalty
Tax PlanningIn late 2022, Congress passed the SECURE 2.0 Act, which made several changes to tax-advantaged retirement plans. Many of the changes create new exceptions to the 10 percent penalty on early withdrawals from IRAs and other retirement accounts before age 59...
EP 0003. The Perfect Investment
Financial Independence Now PodcastHosted by Randy LuebkeAre you searching for the perfect investment that will pave your way to financial independence? In this latest episode of Financial Independence Now, host Randy Luebke introduces you to the elusive "perfect...
EP 0002. My 3 Favorite Investments
Financial Independence Now PodcastHosted by Randy LuebkeDiscover the secrets to becoming Financially Independent; “When the assets you have provide the income you need to live the life you want, and work is no longer a requirement, it’s an option. Join host, Randy...
EP 0001. What is Financial Independence?
Financial Independence Now PodcastHosted by Randy LuebkeThis is the inaugural episode of "Financial Independence Now", and it is a “must-listen”. In this episode, Randy Luebke discusses the keys to achieving financial independence, something he calls Retirement 2.0. ...
5 Tax Gotchas In Retirement
Tax PlanningIf you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you should be aware of. Most people...
Alert: A Massive New FinCEN Filing Requirement is Coming
Tax Planningby Bradford InstituteDo you own or advise a corporation, limited liability company (LLC), limited partnership, limited liability partnership, limited liability limited partnership, or business trust? Or are you planning to form one of these entities? If...
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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