Tag: Leveraged Charitable Gifting
Settling for Standard Deductions Could Be Costing You With Roger Roundy (Ep. 11)

Settling for Standard Deductions Could Be Costing You With Roger Roundy (Ep. 11)

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Looking to keep more of your hard-earned money in your pocket but don’t know what more you can do?

Explore some tax strategies you may not have heard of before this week on Proactive Tax Strategies

Join Ken New as he speaks with Roger Roundy, the CEO of Strategic Associates, LLC about finding money that’s slipping through the cracks due to over-taxation. Roger brings his extensive knowledge to the table, discussing innovative strategies that many CPAs might not be fully aware of. This conversation isn’t just about saving money through taxes; it’s about optimizing your financial future so that your legacy will be carried on. Stay tuned and you will learn the importance of timely tax planning, the power of understanding the tax code, and the impact of specialized strategies that could transform your approach to handling taxes.

Ken and Roger discuss: 

  • Above and below-the-line deductions: How they impact your financial planning and tax savings
  • Tax strategies for business owners: Section 831(b) captive insurance plans, solar tax credits and more
  • The importance of timing in tax planning: Why the last quarter of the year is crucial for making strategic decisions
  • Leveraged Charitable Gifting: Increasing the value of your donations and maximizing tax benefits
  • 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.

 

About Our Guest: 

Roger Roundy is the CEO of Strategic Associates, LLC and the Owner of The Alivint Group, LLC. His expertise lies in consulting with business owners, high-earning W-2 employees, beneficiaries of large liquidity events, and any taxpayers potentially overpaying in taxes. He firmly believes that citizens should fulfill their tax obligations to the fullest extent required by law, but not a cent more. Roger has dedicated countless hours to studying and educating taxpayers, tax preparers, advisors, and consultants on diverse tax incentives within the tax code. Whether the tax liability stems from business income, personal income (W-2), or a liquidity event (capital gains), Roger knows numerous solutions and incentives are available to assist taxpayers in retaining and utilizing more of their hard-earned money and works with clients to obtain those benefits.

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