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 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 over $60 million in taxes and how you can apply these techniques to achieve your philanthropic and financial goals.

Ken and Aleksander discuss: 

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• The core principles and benefits of charitable gift financing
  
• How high-net-worth individuals can leverage this strategy for tax savings and amplified giving
  
• The role of specialized third-party lending and life insurance in securing and repaying charitable donations
  
• Fulfilling philanthropic desires and carrying on a lasting legacy of giving without compromising financial security
  
• And more
  

Resources:

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• Pinnacle Financial Wealth Management Quiz
  

Connect with Ken New:

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• Office Phone: (321) 454-3623
  
• Website: Pinnacle Financial Wealth Management
  
• Email: info@pinnaclefinancialwealthmgmt.com
  
• LinkedIn: Ken New
  
• Facebook: https://www.facebook.com/321.KenNew
  
• Proactive Tax Strategies Podcast: https://roadmap-to-retirement.blubrry.net/
  

Connect with Aleksander Dyo:

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• Wealth Excel
  
• LinkedIn: Aleksander Dyo
  

About the Host: 

Ken New brings more than 25 years of financial industry experience and expertise.  Ken began his financial career as a manager at John Hancock in 1991.  Today Ken is the founder & owner of Pinnacle Financial Wealth Management, a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA’s, fellow advisors, and attorneys. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. As a team based consultant, Ken collaborates with both local and national experts within an exclusive Virtual Family Office model to provide a holistic approach to full financial planning.   Ken’s dedication to full financial planning allows him to provide more value and increases client satisfaction.  Ken is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. Ken New is the host of the Proactive Tax Strategies Podcast where he showcases many unique tax mitigation strategies and retirement topics.

About Our Guest: 

Aleksander is renowned for his proficiency in sophisticated Qualified Plan models and Financed Charitable Gifting methodologies. Boasting a clientele of 400+ business moguls and affluent earners, he has successfully facilitated tax savings of over $60MM.

With an illustrious journey as a serial entrepreneur, a steward at a private equity fund, and an angel investor across finance, tech, and real estate sectors, Aleksander effortlessly fuses his first-hand experience into pragmatic business management and wealth multiplication strategies.

His candid demeanor, unwavering commitment to results, and ability to think beyond the conventional set him apart, paving the way for pioneering wealth generation solutions.