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
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 ev...
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 Mi...
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 ...
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 slippi...
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 of...
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 Co...
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 on...
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. Togethe...
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 a...
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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