Tax Planning

Myths About Billionaires And Taxes

BY Admin | December 14, 2022

When you think about billionaires and taxes, you might have some preconceived notions. You may think that there is only one way to run a business and profit, or that billionaires are self-made. Here, we go through three of the most common myths regarding billionaires and taxes – and break them down for you. What…

Tax Planning

Know The Importance Of Effective Tax Planning

BY Admin | December 9, 2022

What is your main objective when it comes to your savings and investments? Do you intend to provide an income, preserve your wealth, or generate growth? Perhaps you intend to do all of those? Regardless of your objectives, tax planning is essential when it comes to optimizing and protecting your assets. Here, we discuss the…

Asset Protection, Finances, Retirement, Small Business, Tax Planning, Wealth Management

We are Thankful for YOU!

BY Admin | December 3, 2021

As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…

Finances, IRA, Retirement, Tax Planning, Wealth Management

New Capital Gains Tax Causing Money Shuffle

BY Kendal Blunck | December 1, 2021

Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…

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