Tag: Real Estate
The Most Valuable Tax Credit Strategies for Business Owners with Ryan Foncannon (Ep. 6)

The Most Valuable Tax Credit Strategies for Business Owners with Ryan Foncannon (Ep. 6)

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Navigating the complex world of tax credits can be daunting, but it is crucial if you want to take full advantage of the opportunities available to you.

In this insightful episode, Ken New and guest Ryan Foncannon, Managing Partner @ S.W.A.N. VFO, explore the lucrative realm of tax credits with a special focus on the solar business purchase strategy. By taking advantage of green energy initiatives, such as installing solar panels on commercial properties, listeners can tap into the Investment Tax Credit (ITC) program for impressive tax credits, enhanced cash flow, and valuable depreciation deductions. 

Together, they shed light on historical tax credits, the benefits they hold for real estate owners and how staying educated is the key to capitalizing on these sophisticated tax strategies.

Ken and Ryan discuss: 

  • Tax credits for business owners and high-earning W-2 employees
  • The impact of the Investment Tax Credit (ITC) program
  • Green energy initiatives
  • And more

 

Resources:

Connect with Ken New:

    • (321) 454-3623

Connect with Ryan Foncannon: 

 

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, he 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.

Ryan’s mission is to help business owners and high-income earners build wealth by repositioning what they pay to the IRS into income-producing assets, with huge upfront tax benefits. I also help them reduce their non-labor costs, insurance costs, and labor costs, and leverage 21st-century robotic automation to grow their businesses. Additionally, he offers them a Roth alternative with no income limits, and a 2:1 to 6:1+ leveraging for each dollar going into the program. This allows them to create tax-free income for retirement, as well as advanced charity and estate planning. He is passionate about delivering a wide range of state-of-the-art expertise, by structuring cohesive teams of specialists for each client and driving down costs for both him and his clients.

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Navigating Private Securities with Alan Hardee (Ep.5)

Navigating Private Securities with Alan Hardee (Ep.5)

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Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments?

Ken New, joined by guest Alan Hardee, discusses the role of private securities in diversifying investment portfolios. Together they focus on the potential benefits of private markets, which include a mix of income and growth, potentially higher yields, and lower correlation to public markets, thus potentially reducing risk. They outline the due diligence process for selecting private investments, focusing on established companies with solid track records.

Ken and Alan discuss: 

  • The advantages of private securities over traditional publicly traded stocks and bonds
  • What risks are associated with private investments
  • How due diligence is conducted for selecting private securities for investment portfolios
  • What potential benefits do private securities offer, including aspects of growth, income, and tax advantages
  • And more

 

Connect with Ken New:

Connect with Alan Hardee:

About our Guest: 

Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Certified Financial Planner (CFP®) designation, and the Chartered Life Underwriter (CLU®) designation, Alan has distinguished himself from the large crowd of stock brokers, wealth managers, and other investment professionals whose scope of expertise and experience is relatively limited. Although practicing law is not his profession, his legal background serves him well in evaluating private equity investment opportunities for his clients.

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The Four Fundamental Themes of Retirement (Ep. 7)

The Four Fundamental Themes of Retirement (Ep. 7)

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How would you envision your retirement?

Would you like to travel the world, pursue your hobbies, or aim to leave an inheritance? What do you want your legacy to be?

In this episode, Ken New delves into the topic of retirement planning and highlights the similarities and differences between planning for an average-income household versus high-net-worth individuals. He explores the essential factors that apply to all retirement plans and the role of real estate assets in retirement planning.

During the episode, Ken covers the following topics:

  • The four fundamental themes of retirement planning and their significance
  • The impact of changes in life expectancy on retirement income planning
  • Why real estate may not always be the optimal asset to include in retirement plans
  • The calculation of taxes for real estate during retirement
  • And much more

Connect with Ken New:

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