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The insurance claim filing process is often intimidating and difficult, particularly for people who haven’t experienced any major damage to their property before. In this session Benny Wright will discuss how to get the most out of claim filings. Property ownership is often born out of investment opportunities or pride of ownership - shouldn't your clients be able to protect their wealth when disaster strikes?
Learn how clients can set up a charitable giving strategy to generate immediate income tax savings. An "iCLAT" is simply a trust that makes annual distributions to charity for a specified term of years and then, at the end of the term, distributes the remaining trust assets back to its grantor (i.e. the donor or the client). For legal and IRS purposes, an iCLAT is known as a "reversionary" charitable lead annuity trust, which is treated as a "grantor trust" for federal income tax purposes. Think of an iCLAT as an "Income Tax Savings CLAT."
Contact Jerry Winkelmann to discuss
David Spray will share information on how privately-held exporters can increase their after-tax income by utilizing the IC-DISC program. IC-DISC stands for Interest Charge Domestic International Sales Corporation and is also referred to as a “DISC”. As a tax-exempt corporation, the IC-DISC earns income that would otherwise be taxable to the exporter. The spread between dividend tax rates and ordinary tax rates creates the tax savings when distributed to the shareholder(s).
This session focuses on exploring how benchmarking and comparative analytics can help your clients by providing competitive insights they can use to improve their business. If you have a desire for your firm to become more consultative, analytics and forecasting tools can enable you to develop a course of action with your clients, determine who will do what, and help them manage the improvements in their businesses.
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
This session will focus on the WOTC (Work Opportunity Tax Credit) and ERTC (Employee Retention Tax Credit) programs available to employers, both large and small. The credits are designed to offset Federal income tax liabilities. When executed the right way, employers can capture enough tax credits to significantly reduce, or even eliminate, their Federal income tax liabilities. Philip Wentworth of Rockerbox will discuss how to screen an employers new hires to determine if the new hire satisfies one of nine criteria. If the new hire satisfies one of the criteria, these valuable tax credits can be captured, allowing business owners to mitigate/eliminate Federal income tax liabilities and thus improve cash flow.
This session will provide information on how to scale your practice, expand your niche offerings, and build up a virtual tax practice.
Explore how you can implement cost segregation strategies to capture accelerated depreciation and improve cash flow for your clients.
SCHEDULE A CALL WITH HEIDI
Today, the research and development (R&D) tax credit is one of the most significant domestic tax credits remaining under current tax law—a substantial tool maximizing a company’s cash flow and bottom line.
R&D tax credits are permanent federal and state tax incentives meant to stimulate innovation, technical design, and product development and enhancement; as a result, they keep the U.S. on the forefront of innovation. Above all else, the research & development tax incentive allows companies to realize tax savings, increase cash flow, and stay competitive in the marketplace. In fact, many qualifying activities are considered day-to-day operations in many industries, but the problem is, many companies are unaware they’re eligible for the credit. In this session, you’ll explore how the R&D tax credit can provide a hidden but immediate source of cash for your clients.
SCHEDULE A CALL WITH KIM
There are now Qualified Opportunity Zones (QOZs) in three territories and 15 states. These zones were designated by the IRS and the US Treasury Dept. According to the IRS, private investments in these specific QOZs receive preferential tax treatment. This session will review how to help clients put QOZ opportunities to work.
SCHEDULE A CALL WITH MIKE