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Category: Taxes

2017 Year End Tax Planning Strategies

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation.  This is accomplished by applying ...
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Tax Preparation is not Tax Planning

More times than not after reviewing a new client’s tax returns, it is pretty evident of the lack of tax savings strategies.  Tax planning is ...
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2013 Obamacare Taxes for High Income Earners

As described in the highly acclaimed book, The Quiet Millionaire, one of the seven major obstacles to financial success is paying too much tax. Proactive ...
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American Taxpayer Relief Act of 2012 – Last Minute Tax Law Changes

As in typical government fashion our legislative bodies waited to the last minute of the last hour to pass the American Taxpayer Relief Act of ...
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