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Tax Free Retirement Planning

Investing for Retirement with Life Insurance

Everyone knows that life insurance is a useful estate planning tool. But did you know there is a living benefit of life insurance that can help fund your retirement? Imagine an insurance policy that not only pays a death benefit to your heirs, but can also be a source tax-advantaged income for you in retirement.…

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Top Retirement Funding Options for Small Business Owners

As a small business owner, it’s up to you to plan for your retirement’s funding. There’s no employer there for you to fall back on here for business owner retirement funding help. Additionally, if you have employees, you’re also responsible for helping them plan for their retirement as well. With this in mind, here are…

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Is “Avoidance of Tax” a Criminal Offense?

The term “avoidance of tax” seems to indicate some auspicious behavior from taxpayers, yet the IRS manual sec says: “Avoidance of tax is not a criminal offense. All taxpayers have the right to reduce, avoid or minimize their taxes by legitimate means.” This is good news for taxpayers trying to keep more of their…

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How to Find a Good CPA [Video]

Finding a good CPA to work with can be a challenge and you may be looking for the wrong qualifications when making your final decision. If you are seeking help with your taxes, financial planning, small business or more, make sure you know what to look for to get the best services available. Find out the…

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Why Advanced Tax Planning is Important [Video]

Often times, some of our clients will contact us near the end of the year to ask “What can I do to reduce my income taxes?” At this point, there is very little time in the year left to help them secure a significant reduction and with a proactive tax planning strategy they could have avoided making…

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