Proactive Tax Strategies
Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies. To connect with Ken New, founder/owner of Pinnacle Financial Wealth Management and host of Proactive Tax Strategies Podcast, please call his office at (321) 454-3623 or email info@pinnaclefinancialwealthmgmt.com. LinkedIn: Ken New Pinnacle Financial Wealth Management Facebook: https://www.facebook.com/321.KenNew/ YouTube: https://www.youtube.com/channel/UCrfOdr2yTaNdxslKq0RR2_Q Instagram: https://www.instagram.com/pinnaclefinancialwealthmgmt321/ Twitter: https://twitter.com/home
Episodes
December 4, 2024 • 36 mins
Are reverse mortgages misunderstood financial traps, or can they be strategic tools for secure retirements? In this episode, Ken New speaks with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage and a seasoned expert in reverse mortgages, about the often misunderstood world of reverse mortgages. They explore how these financial tools have evolved and …
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July 18, 2024 • 44 mins
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 …
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June 12, 2024 • 37 mins
While many are aware that charitable donations can help reduce your tax bill, strategies for amplifying this technique are not so commonly talked about. Join host Ken New as he speaks with Aleksander Dyo, Managing Director of Wealth Excel who focuses on advanced retirement plans and specifically financial charitable giving strategies. Together, they cover the …
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May 29, 2024 • 35 mins
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 …
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Are you a small business owner, or building owner looking to mitigate taxes and boost cash flow? Ken New and Joel Grushkin dive into the intricacies of cost segregation—a powerful tax planning tool for commercial real estate depreciation. Joel, with 40 years of executive experience and Regional Director of Cost Segregation Initiatives, shares his wealth …
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April 24, 2024 • 39 mins
Are you a business owner looking to significantly lower your bills without downgrading your services or switching providers? Well, you have come to the right place! In this installment of Proactive Tax Strategies, host Ken New dives deep into the world of cost remediation with Jeff Stolper, owner of iDeal Advocates Consulting Agency. Jeff shares …
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April 8, 2024 • 21 mins
Are you looking for a strategy that could help you secure your legacy and set future generations up for success? The IRA bailout plan might be right for you! In the latest installment of Proactive Tax Strategies, Ken New speaks with Darren Sugiyama, who explains the intricacies of the IRA bailout plan. Darren sheds light …
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March 20, 2024 • 34 mins
Many affluent professionals and business owners need to catch up to the traditional wealth threshold for certain strategic tools. One such tool, premium-financed life insurance, remains underutilized and often misunderstood. In this episode, Ken New speaks with the Founder of Lionsmark Capital Darren Sugiyama. Together, they delve into the intricacies of premium-financed life insurance and …
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March 5, 2024 • 33 mins
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 …
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February 15, 2024 • 37 mins
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 …
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January 31, 2024 • 39 mins
Have you considered using life insurance as a tax-saving tool for the next generation? High net-worth families have been using them for years, and so could other families. Discover premium financing, a method used to fund substantial life insurance policies for affluent individuals with Ken New and his guest Darren Sugiyama, founder and CEO of …
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January 17, 2024 • 33 mins
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 …
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November 29, 2023 • 21 mins
Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income? Join your host Ken New and Ian Welham, a Chartered Accountant, once more as they dive into how Certified Public Accountants (CPAs) can transition from tax preparation to proactive tax strategy and financial planning. They …
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November 15, 2023 • 30 mins
In an era where technology’s rapid advancements are reshaping industries, CPAs find themselves at a pivotal crossroads. They’re not just adapting; they’re racing to transform their practices, focusing keenly on the future needs of their clients. This shift is more than a necessity—it’s a journey into the heart of innovation and relevance, where the only …
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September 13, 2023 • 28 mins
Join us for part 2 of “Discovering Your Investment Risk Tolerance” as we delve deeper into how risk appetite shapes investor choices and financial strategies. In this episode, Ken New discusses the importance of understanding risk tolerance and its impact on investment decisions. He emphasizes the need for open communication between advisors and clients to …
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August 23, 2023 • 32 mins
Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities. In this episode, Ken New explores the importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their …
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August 9, 2023 • 45 mins
Just because you are retired doesn’t mean you can’t have fun. Many retirees want to include international travel in their retirement plans, from cruises to guided tours and more. In this episode, Ken New speaks with Karen Bense, owner of Air Land and Sea Travel, on how retirees can include adventurous travels in their retirement …
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July 25, 2023 • 18 mins
As you enter retirement, your investments become the source of your income. But how can you ensure that your assets will sustain you throughout your retirement? Join Ken New as he unveils the power of portfolio diversification. In this episode you will gain a profound understanding of why diversity is a crucial element in protecting …
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Discovering the perfect home marks merely the initial hurdle on your path to selecting the ideal place to build your life. However, it doesn’t end there. Have you pondered the intricacies of insurance and its financial implications? Is the community you’re eyeing genuinely tailored to meet your unique requirements? Moreover, have you considered the financial …
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June 27, 2023 • 45 mins
Many retirees are becoming nervous about the cost of homeowners insurance and what that means for their future spending. How much protection does insurance provide and what should clients keep an eye out for when it comes to additional costs? In this episode, Ken New is joined by Frank Hanrahan, Managing Director of RISK Strategies, …
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