Tax Saving Ideas

Tax & Retirement Planning

Comprehensive tax planning, retirement planning and projections that all tie in and work together with your tax return.

*We do not make commission or sell retirement products

Accountable Plans

We encourage businesses to implement an Accountable Plan.

Accountable plans allow owners or shareholders to turn in expense reports for home office use, mileage, cell phone, internet, meals, and travel.

Accountable plans are required by the IRS if you want to reimburse yourself and employ

HSA – Health Savings Account

The Modern Health Savings Account

Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today.

Self Direct with TD Ameritrade

What’s Eligible? – Full List Here

Self-Directed Accounts

Ark Wealth Advisors

Contact us for more

Tax-Free Benefit Plan Documents

Where you only pay once, not every year for a Section 125 premium only plan, health FSA, dependent care FSA, Wrap SPD, QSE-HRA or HRA plan document.

Section 125
QSE-HRA
HRA
FSA
Wrap SPD

Rent Your Home to Your Corporation

Rent Your Home to Your Corporation.

You can legally rent your home to your corporation or anyone for that matter.

The law states you can rent your home less than 15 days/year, which means up to 14 days of rent-free payments.

Form a Corporate Entity

Consider forming a corporation.

Not one size fits all.

Click to see pricing and plans for entity types.

For advanced and/or stacked entity formations please call.

Tax Loss Harvesting

Tax-loss harvesting is a strategy that can help investors minimize any taxes they may owe on capital gains or their regular income

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