Proactive Tax Strategies

Proactive Tax Strategies


Latest Episodes

Capturing Tax Deductions on Money You Are Already Spending (Ep. 3)
January 17, 2024

Tax planning for future income can be a great start to tax savings. But what if you could start tax planning today and save on money you are already spending? Listen in as Ken New speaks with Ryan Fon

How CPAs Can Transition to Proactive Tax Strategists with Ian Welham (Ep. 2)
November 29, 2023

Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income? Join your host Ken New and Ian Welham, a Chartered Accountant, once more

How CPAs Can Transform Their Practice and Thrive with Ian Welham (Ep.1)
November 15, 2023

In an era where technologys rapid advancements are reshaping industries, CPAs find themselves at a pivotal crossroads. Theyre not just adapting; theyre racing to transform their practices, focusing

Discovering Your Investment Risk Tolerance: Part 2 (Ep.18)
September 13, 2023

Join us for part 2 of Discovering Your Investment Risk Tolerance as we delve deeper into how risk appetite shapes investor choices and financial strategies. In this episode, Ken New discusses the im

Discovering Your Investment Risk Tolerance: Part I (Ep. 17)
August 23, 2023

Risk tolerance isnt merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities. In this episode,

Adding International Adventure to Retirement Planning with Karen Bense (Ep.16)
August 09, 2023

Just because you are retired doesnt mean you cant have fun. Many retirees want to include international travel in their retirement plans, from cruises to guided tours and more. In this episode, Ken

Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)
July 25, 2023

As you enter retirement, your investments become the source of your income. But how can you ensure that your assets will sustain you throughout your retirement? Join Ken New as he unveils the power of

Ensure Your Home is Protected with Frank Hanrahan (Ep. 13)
June 27, 2023

Many retirees are becoming nervous about the cost of homeowners insurance and what that means for their future spending. How much protection does insurance provide and what should clients keep an eye

Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)
June 13, 2023

Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement look like if the pieces dont fit together? In thi

Building a Holistic Health Plan with Herbal Remedies with Christine Slotin (Ep.11)
May 23, 2023

Herbal medicine has been around for centuries, with different cultures having their own cures and uses for other plants. Today, herbalism still has a place in building a healthy lifestyle. In this epi