30 episodes
Proactive Tax Strategies Ken New
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- Business
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 Financial Wealth Management and host of Proactive Tax Strategies Podcast, please call his office at (321) 454-3623 or email info@pinnaclefinancialwealthmgmt.com.
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Settling for Standard Deductions Could Be Costing You With Roger Roundy (Ep. 11)
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 … Read More Read More
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How Cost Segregation Can Maximize Cash Flow for Property Owners with Joel Grushkin (Ep. 10)
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 … Read More Read More
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Exploring Cost Remediation with Jeff Stolper (Ep. 9)
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 … Read More Read More
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Unraveling the IRA Bailout Plan with Darren Sugiyama (Ep. 8)
Are you looking for a strategy that could help you secure your legacy and set future generations up for success? The IRA bailout plan might be right for you! In the latest installment of Proactive Tax Strategies, Ken New speaks with Darren Sugiyama, who explains the intricacies of the IRA bailout plan. Darren sheds light … Read More Read More
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The Power of Premium Financing With Darren Sugiyama (Ep. 7)
Many affluent professionals and business owners need to catch up to the traditional wealth threshold for certain strategic tools. One such tool, premium-financed life insurance, remains underutilized and often misunderstood. In this episode, Ken New speaks with the Founder of Lionsmark Capital Darren Sugiyama. Together, they delve into the intricacies of premium-financed life insurance and … Read More Read More
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The Most Valuable Tax Credit Strategies for Business Owners with Ryan Foncannon (Ep. 6)
Navigating the complex world of tax credits can be daunting, but it is crucial if you want to take full advantage of the opportunities available to you. In this insightful episode, Ken New and guest Ryan Foncannon, Managing Partner @ S.W.A.N. VFO, explore the lucrative realm of tax credits with a special focus on the … Read More Read More