by Ileana Bravo | Sep 27, 2018 | blog, LinkedIn
2018 has been a banner year for American business. A soaring stock market and booming economy has contributed to many business owners boasting record income years. But with big earnings, come big taxes. The 2017 Tax Law didn’t really help much due to the reduction or...
by Gene Gordon | Aug 20, 2018 | blog, LinkedIn
By now you’ve seen the big headlines in financial news publications touting Cash Balance and Defined Benefit Pension Plans as the new secret weapon to powerful tax savings for wealthy business owners and professionals. The eye-popping facts grab your attention:...
by Gene Gordon | Jun 18, 2018 | blog
You made the right moves to realize tax savings by creating tax-sheltered retirement plans and implementing a 401(k), Profit Sharing Plan, or SEP. Those with bigger needs might have used a more sophisticated strategy to help clinch bigger deductions by stacking a Cash...
by Gene Gordon | Apr 9, 2018 | blog
As our money managers and CPAs put the finishing touches on our 2017 tax returns, we are already pivoting and have the 2018 tax situation on our minds. What surprises will next year bring with the looming new Tax Cuts and Jobs Act? What will the near future spell in...
by Gene Gordon | Nov 20, 2017 | Industry News Links, Members Area, PensionQuote Blog
If you are in the top tax bracket and wish you could significantly reduce your tax bill next spring, there are tax mitigation approaches that can fulfill your wish. With our strategy, high earners can defer significantly more taxes and in some cases avoid taxes...
