Introduction: As a consultant, my insurance and securities education, state licenses and experience includes providing strategies for individuals and business owners to take advantage of so that when it comes time to prepare the taxes, the plan put into place reflects the tax savings on their return. By preparing the taxes myself I assure my clients take advantage of the planning I have provided.
In cases where my consulting services were retained, and they chose to return to their current tax preparer, EA or CPA, their preparer had never heard of the tax code allowing such benefits and would not reflect my planning in their return.
Experienced in, and may consult in areas of:
Insurance, securities, estate planning, financial advisory, quick estate settlement and distribution, asset protection from taxation, i.e. income, cap gains, estate, inheritance,
Strategy Planning we provide:
401K or other penalty payment prevention
Provide (only business owners and their family) free health insurance with any carrier they choose. (must be under 1 Million in income and less than 50 employees) thanks to hidden rules in the Affordable Care Act (Obamacare).
Eliminate self employment taxes
Eliminate estimated tax payments
Own rental or investment property? Liitle known tax code that allows the ability to take ANNUAL passive activity loss tax deductions instead of waiting for the sale of the property.
401k inheritance or distribution planning
401K (403b or 457 etc.) access planning which allows 100% of assets to stay in the plan and still have the money to use. (result: no 10% early withdrawal penalty, no taxes to be paid on withdrawal, company approval not required.
My training and as the Pres / CEO of "The Complete Estate"(.com) along with 20+ years experience working with 1,000 + families or business owners, has collectively increased my knowledge, increased refunds, saved Millions in taxes, penalties and interest they otherwise would have paid.
Of course it has to be the relationships with my clients. It is a pleasure to see them again year after year, and when I am able to see changes in client circumstances or discuss future desires, that prevent tax payments in ways they are unaware.