Do you think tax planning is just about preparing for the upcoming tax season? Think again. The most effective tax strategies require year-round planning and can even start years in advance! In this e

While many are aware that charitable donations can help reduce your tax bill, strategies for amplifying this technique are not so commonly talked about. Join host Ken New as he speaks with Aleksande

Looking to keep more of your hard-earned money in your pocket but dont know what more you can do? Explore some tax strategies you may not have heard of before this week on Proactive Tax Strategies Jo

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 segregationa powerful tax planning tool fo

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 T

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

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

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 R

Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments?

Have you considered using life insurance as a tax-saving tool for the next generation? High net-worth families have been using them for years, and so could other families. Discover premium financing,