Tag: Advanced Tax Planning
How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

By |

Do you think tax planning is just about preparing for the upcoming tax season?

Think again. The most effective tax strategies require year-round planning and can even start years in advance!

In this episode of Proactive Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors. Uncover strategies to mitigate tax liabilities, hear tips to help maximize your financial outcomes, and hear real life examples of their implementation. 

Ken and Mark discuss: 

  • The focus of Mark’s books and how they can help business owners save on taxes
  • The collaboration between different advisors, such as CPAs, tax mitigation specialists, and financial advisors for effective tax planning
  • The benefits of incorporating formal and comprehensive tax plans into long-term financial goals
  • Real-life success stories that illustrate the impact of meticulous financial planning
  • And more

 

Resources:

Connect with Ken New:

 

About the Host: 

Ken New brings more than 25 years of financial industry experience and expertise.  Ken began his financial career as a manager at John Hancock in 1991. Today Ken is the founder & owner of Pinnacle Financial Wealth Management, a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA’s, fellow advisors, and attorneys. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. As a team based consultant, Ken collaborates with both local and national experts within an exclusive Virtual Family Office model to provide a holistic approach to full financial planning.   Ken’s dedication to full financial planning allows him to provide more value and increases client satisfaction.  Ken is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. Ken New is the host of the Proactive Tax Strategies Podcast where he showcases many unique tax mitigation strategies and retirement topics.

 

Connect with Mark Miller:

About Our Guest: 

Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives and High-Net-Worth clients cutting their taxes significantly. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.

Mark is also a best-selling author, having written several books on personal finance. His latest book, The Tax-Free Business Owner teaches business owners how to zero out their taxes, just like many Fortune 500 firms.

Podcast: Play in new window | Download | Embed

Subscribe: RSS
Capturing Tax Deductions on Money You Are Already Spending (Ep. 3)

Capturing Tax Deductions on Money You Are Already Spending (Ep. 3)

By |

Tax planning for future income can be a great start to tax savings. But what if you could start tax planning today and save on money you are already spending?

Listen in as Ken New speaks with Ryan Foncannon, MBA, managing partner at S.W.A.N. They explore advanced tax deduction strategies focused on the money you are already spending and how to turn that spending into tax savings. They emphasize collaboration between tax professionals and financial advisors, education for clients, and the potential for significant tax savings

Ken and Ryan discuss: 

  • How can one capture tax deductions on money that is already being spent
  • When can food and travel expenses be utilized for business purposes
  • How do tax deductions differ from tax credits
  • What are some examples of tax credits available for businesses and individuals
  • Have you heard of the Augusta rule? Or the three martini rule? 
  • And more

 

Connect with Ryan K. Foncannon:

Connect with Ken New:

About our Guest: 

Ryan Foncannon is a Managing Partner at S.W.A.N. Virtual Family Office (VFO), a multi-disciplinary firm that provides a family office experience for affluent clients and business owners. With over 14 years of experience in the financial services industry, Ryan has earned the Series 65 and the National Social Security Advisor credentials, as well as the Certified Long-term Care designation. He is also an Advanced Tax Reduction Strategist at Estate Planning Team, where he helps clients implement the Deferred Sales Trust™, a tax-deferral strategy for highly appreciated assets.

Podcast: Play in new window | Download | Embed

Subscribe: RSS