Proactive Tax Strategies

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 how they can potentially benefit retirees by tapping into home equity without losing the house. Despite the stigma often assoc

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 Hilton Family Office and CEO of Hilton Tax and Wealth Advisors. Uncover strategies to mitigate tax liabilities, hear tips to help maximize you

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 world of charitable gift financing, revealing how high-earning individuals and business owners can amplify their donations, maximize tax s

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 through the cracks due to over-taxation. Roger brings his extensive knowledge to the table, discussing innovative strategies that many CPAs might not be fully aware of. This conversati

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 knowledge on optimizing tax savings for property developers, owners, and investors. Whether you’re acquiring new property or have been utiliz

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 insights into negotiating bill costs and maximizing savings for businesses. Discover how you could benefit from cost remediation services and the impact