Does your advisor come up with innovative ideas to save you money? Do they spend their time “filling in the boxes” or thinking outside the box?

If you really want to take advantage of every tax break the law allows, you must think OUTSIDE THE BOX!

It doesn’t matter how good your accountant is with a stack of receipts on April 15th. If you didn’t know what deductions, credits, and loopholes are available to you, you’ve lost those breaks forever! True tax planning gives you concepts and strategies you need to minimize your taxes. Certified Tax Coaches will give you a customized plan for your small business to maximize your savings.

True tax planning tells you what to do, when … Read more →

Do you feel that you pay too much in tax? You’re not alone! The General Accounting Office estimates that Americans overpay their taxes by a total of almost a billion (yes, that’s billion) dollars each year!

Why do so many pay more than they have to? The main cause is mistakes and errors they or their tax preparers make on their tax returns!

So, how do you find a reliable person to keep some of that billion in your wallet? I put together the following criteria and questions to help you find the best advisor and stop giving Uncle Sam too much!

First ask yourself, what role will this advisor perform as part of your team? How much experience do … Read more →

If the next Presidential election were held today, the Republicans might like their odds very much. In Presidential elections, most voters care little or nothing about things like immigration policy and trade tariffs. They really only care about jobs and the economy. Right now, overall growth is strong, and the employment market is even stronger.

But a lot can happen in two years. Nothing lasts forever, and that includes economic expansions. Moreover, Special Counsel Robert Muller’s investigative report is due out sometime in 2019. His findings could be entirely benign, detail the worst high-level corruption since Watergate, or be somewhere in between.

So, it is not too early to start thinking about what if. After all, the Constitution’s Origination ClauseRead more →

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