30 min
Secret Systems to Strategic Planning The Confident Retirement
-
- Investing
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.”
Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.
Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.
Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.
Listen to this informative The Confident Retirement episode with Bruce Willey about secret systems to strategic tax planning.
Here is what to expect on this week’s show:
Why Bruce is a tax preparer and not a planner.
How Bruce picked the services his firm offers.
The difference between reactive vs proactive tax planning
Americans view tax refunds incorrectly.
The amount of retirement from the IRS is alarming.
What is an outsourced CFO and who is a good candidate?
What is the Secret System?
Connect with Bruce:
Americantpb.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.”
Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.
Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.
Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.
Listen to this informative The Confident Retirement episode with Bruce Willey about secret systems to strategic tax planning.
Here is what to expect on this week’s show:
Why Bruce is a tax preparer and not a planner.
How Bruce picked the services his firm offers.
The difference between reactive vs proactive tax planning
Americans view tax refunds incorrectly.
The amount of retirement from the IRS is alarming.
What is an outsourced CFO and who is a good candidate?
What is the Secret System?
Connect with Bruce:
Americantpb.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
30 min