Proactive Tax Strategies

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 cover the ...

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 slipping thr...

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 knowl...

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 Consult...

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. Together, th...

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.

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?

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.

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?

Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income?

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 constant is change itse...

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.

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.

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.

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?

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 impact of those who will share...

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?