Proactive Tax Strategies

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. LinkedIn: Ken New Pinnacle Financial Wealth Management Facebook: https://www.facebook.com/321.KenNew/ YouTube: https://www.youtube.com/channel/UCrfOdr2yTaNdxslKq0RR2_Q Instagram: https://www.instagram.com/pinnaclefinancialwealthmgmt321/ Twitter: https://twitter.com/home

Proactive Tax Strategies is a business podcast hosted by Ken New, with 33 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Ken New hosts Proactive Tax Strategies, a business show with 33 episodes published.

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  Proactive Tax Strategies

  Are Reverse Mortgages as Bad as They Seem? with Harlan Accola (Ep. 14)

  Dec 4, 202436 minS0

  <p>Are reverse mortgages misunderstood financial traps, or can they be strategic tools for secure retirements?</p> <p>In this episode, Ken New speaks with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage and a seasoned expert in reverse mortgages, about the often misunderstood world of reverse mortgages. They explore how these financial tools have evolved and how they can potentially benefit retirees by tapping into home equity without losing the house. Despite the stigma often associated with them, Ken and Harlan reveal the facts from personal and professional perspectives, offering insights into how reverse mortgages can fit into...

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  Proactive Tax Strategies

  How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

  Jul 18, 202444 minS0

  <p>Do you think tax planning is just about preparing for the upcoming tax season?</p> <p>Think again. The most effective tax strategies require year-round planning and can even start years in advance!</p> <p>In this episode of Proactive Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors. Uncover strategies to mitigate tax liabilities, hear tips to help maximize your financial outcomes, and hear real life examples of their implementation. </p> <p>Ken and Mark discuss: </p> Th...

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  Proactive Tax Strategies

  How to Elevate Your Charitable Contributions With Aleksander Dyo (Ep. 12)

  Jun 12, 202437 minS0

  <p>While many are aware that charitable donations can help reduce your tax bill, strategies for amplifying this technique are not so commonly talked about.  </p> <p>Join host Ken New as he speaks with Aleksander Dyo, Managing Director of Wealth Excel who focuses on advanced retirement plans and specifically financial charitable giving strategies. Together, they cover the world of charitable gift financing, revealing how high-earning individuals and business owners can amplify their donations, maximize tax savings, and accelerate wealth growth without compromising their financial security. Follow along to learn innovative strategies that Aleksander has used to help clients save ov...

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  Proactive Tax Strategies

  Settling for Standard Deductions Could Be Costing You With Roger Roundy (Ep. 11)

  May 29, 202435 minS0

  <p>Looking to keep more of your hard-earned money in your pocket but don’t know what more you can do?</p> <p>Explore some tax strategies you may not have heard of before this week on Proactive Tax Strategies</p> <p>Join Ken New as he speaks with Roger Roundy, the CEO of Strategic Associates, LLC about finding money that’s slipping through the cracks due to over-taxation. Roger brings his extensive knowledge to the table, discussing innovative strategies that many CPAs might not be fully aware of. This conversation isn’t just about saving money through taxes; it’s about...

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  Proactive Tax Strategies

  How Cost Segregation Can Maximize Cash Flow for Property Owners with Joel Grushkin (Ep. 10)

  May 8, 202443 minS0

  <p>Are you a small business owner, or building owner looking to mitigate taxes and boost cash flow?</p> <p>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 of knowledge on optimizing tax savings for property developers, owners, and investors. Whether you’re acquiring new property or have been utilizing straight-line depreciation, this episode is rich in strategic insights catering to business and property owners, aiming for effective tax mitigation.</p> <...

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