Strategic Tax Planning

Due to an overwhelming frustration that has been building within me, I’ve started using a new tool for my clients to understand almost every area of tax planning there is. The tool was originally designed for accountants but has been modified to provide a plain English plan for saving money on your taxes and other areas of your finances.

My frustration has arisen from analyzing my clients overall portfolios and realizing how much money has been wasted by not understanding and optimizing the current and ever changing tax laws. Please note that I am not a CPA or Accountant nor am I looking to replace that individual but I can assist them in doing a better job for you and will most likely have several ideas for them to implement on your behalf.

Most of the recommendations I make to my clients help them save taxes and they enjoy these savings as much as anything else I do for them so, I decided to make proactive tax planning a bigger part of my practice.

I’ll assist you in implementing any strategies relating to insurance, annuities, strategic mortgage planning, long term care, asset protection, reverse mortgages, college savings, legacy creation, planned giving, estate tax reduction, a 401k roll over, an Ira roll over, a stretch IRA, tax free retirement income planning, term insurance and the list goes on and on.

If I can show you how to recoup losses in your IRA or 401k and protect your nest egg from future losses, would you be interested?

If I can show you how to improve your standard of living and/or your retirement income without spending another dime more than you already spend today, would you be interested?

If you answered yes to either of the above questions, you are not alone and I can help!

Please call or email me immediately to stop the bleeding! Not one of my clients that implemented a plan from my advice in the last two years has lost a penny in that plan!

This Strategic Tax Planning service is free of charge but only until April 15th. After that deadline, this service will cost $395.00 for the consultation.

Here are just a few of the reports I'll generate for you;


Prepare for Your New Baby

Tax-Smart Day-Care Choices

Avoid "Kiddie Tax"

Tax Strategies for College Savings

Tax Strategies for College Students

Tax Strategies for College Financial Aid

Tax Strategies for Supporting Your Parents

Charitable Gifts of Cash

Charitable Gifts of Property

Own Your Home for Tax and Investment Benefits

Make the Most of Home Equity Interest

Make the Most of Your Vacation Home
Prepare for Your New Baby

Tax-Smart Day-Care Choices

Avoid "Kiddie Tax"

Tax Strategies for College Savings

Tax Strategies for College Students

Tax Strategies for College Financial Aid

Tax Strategies for Supporting Your Parents

Charitable Gifts of Cash

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Document "Business Intent" to Preserve Tax Breaks

Tax Choices for Startups

Strategies for Limited Liability Companies

Strategies for "S" Corporations

Strategies for "C" Corporations

Maximize Car and Truck Deductions

Buying vs. Leasing Your Vehicle

Make the Most of Business Meals/Entertainment

Make the Most of Business Gifts

Make the Most of Business Travelritable Gifts of Property

Own Your Home for Tax and Investment Benefits

Make the Most of Home Equity Interest

Make the Most of Your Vacation Home

There are actually over 100 reports I can generate with this new tool that will enhance your wealth and keep more money in your pocket!

I look forward to hearing from you!