Dear Friends and Clients,
1. Avi & Mark received positive feedback from our recent seminar. Over 90% of attendees stayed for the entire 90 minutes. If having your finances properly set up is important, go to our YouTube channel:
https://www.youtube.com/channel/UCQvDcSijAlsqFgrYJ13zbEA
Or, go directly to the most recent webinar: https://www.youtube.com/watch?v=H6wzf0UedhE
There is a mailing that went to every attendee after the seminar that had many potentially useful documents. Contact me if you want a copy.
2. Tax shelters for American tax payers. As many of you are aware, one of our close partner firms, Veracity, specializes in retirement planning and tax mitigation strategies for wealthy individuals and particularly business owners who are making major changes. Veracity works with some of the largest mid-sized accounting firms in the USA, providing tax reduction programs for their higher net worth clients. All plans have been pre-approved by the IRS.
If you pay over $5,000 in American Taxes, and especially if over $100,000 are due, be in touch with us immediately. Here are two ideas shared with us to put into this mailing.
‘We have a strategy that may be worth considering. It’s designed for individuals with $800,000+ in ordinary income or $1,000,000+ in capital gains and can reduce the effective tax rate to around 10%. Besides income, this may be useful for someone planning a Roth conversion or looking to mitigate taxes on a real estate sale.
Another option would be opening a Donor Advised Fund at Schwab for charitable planning.’
Be in touch immediately, so they can make contact with you and potentially finalize plans before the end of the tax year.
3. Two relatively recent articles discuss contemplating Early Retirement.
Press here to read an article posing 5 key questions to answer in preparation for a successful early retirement.Press here to read an article providing various strategies for those tired of working and wanting retirement to come early.
4. Press here to read an article for all those who do active investing, about the bottom line concepts needed to survive the investment world.
5. Press here to read an article that approaches savings and early wealth creation from a unique angle.
As always, be in touch for help with any of these topics.