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

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

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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