Proactive Tax Strategies

Recent Episodes

Are Reverse Mortgages as Bad as They Seem? with Harlan Accola (Ep. 14)

Posted December 4, 2024 • 00:36:13

Are reverse mortgages misunderstood financial traps, or can they be strategic tools for secure retirements?

In this episode, Ken New speaks with...

How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

Posted July 18, 2024 • 00:44:02

Do you think tax planning is just about preparing for the upcoming tax season?

Think again. The most effective tax strategies require year-round...

How to Elevate Your Charitable Contributions With Aleksander Dyo (Ep. 12)

Posted June 12, 2024 • 00:37:06

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...

Settling for Standard Deductions Could Be Costing You With Roger Roundy (Ep. 11)

Posted May 29, 2024 • 00:35:21

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...

How Cost Segregation Can Maximize Cash Flow for Property Owners with Joel Grushkin (Ep. 10)

Posted May 8, 2024 • 00:42:37

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...