Proactive Tax Strategies

Proactive Tax Strategies

By Ken NewBusiness
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Proactive Tax Strategies episodes

  • Capturing Tax Deductions on Money You Are Already Spending (Ep. 3)
    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? Listen in as Ken New speaks with Ryan Foncannon, MBA, managing partner at S.W.A.N. They explore advanced tax deduction strategies focused on the money you …

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    34 min
  • How CPAs Can Transition to Proactive Tax Strategists with Ian Welham (Ep. 2)
    Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income? Join your host Ken New and  Ian Welham, a Chartered Accountant, once more as they dive into how Certified Public Accountants (CPAs) can transition from tax preparation to proactive tax strategy and financial planning. They …

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    22 min
  • How CPAs Can Transform Their Practice and Thrive with Ian Welham (Ep.1)
    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 …

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    31 min
  • Discovering Your Investment Risk Tolerance: Part 2 (Ep.18)
    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. In this episode, Ken New discusses the importance of understanding risk tolerance and its impact on investment decisions. He emphasizes the need for open communication between advisors and clients to …

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    29 min
  • Discovering Your Investment Risk Tolerance: Part I (Ep. 17)
    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. In this episode, Ken New explores the importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their …

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    33 min
  • Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)
    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? Join Ken New as he unveils the power of portfolio diversification. In this episode you will gain a profound understanding of why diversity is a crucial element in protecting …

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    19 min
  • Ensure Your Home is Protected with Frank Hanrahan (Ep. 13)
    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? In this episode, Ken New is joined by Frank Hanrahan, Managing Director of RISK Strategies, …

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    46 min

About Proactive Tax Strategies

From the publisher's feed

Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies. To connect with Ken New, founder/owner of Pinnacle…