Call today to learn how we may serve you

NEWS AND ARTICLES DESIGNED TO HELP YOU UNDERSTAND YOUR TAXES

Partners in Your Financial Planning

Partners in Your Financial Planning

Financial planning should be about you and not the planner and their products. I entered the investment advisory field for two reasons. First, is because I was sick and tired of financial planners telling people that they must have these huge sums of money saved in order to retire. Secondly, because I was tired

Categories : financial planning, Uncategorized
Posted by Joe Fragnoli
,
Comments Off on Financial Planning Should be About YOU!
Tax Planning

Tax Planning

Section 125 plans are an effective tax planning strategy. This is one of the many strategies that we utilize at Joseph F. Fragnoli, CPA, PC and its affiliate company, Triumph Wealth Management, Inc. in Nashville, TN. Employers utilize a number of benefit plans for employees. One of the most economical and efficient plans is a section 125 plan.

Categories : Uncategorized
Posted by Joe Fragnoli
Comments Off on Section 125 Plans – Effective Tax Planning
Financial Foundation

Plan to Retire!

You need less to retire than you think!  I have been preaching for a while now that many individuals have been fooled into thinking they need some ridiculously large sums of money in a retirement plan in order to retire. This is just not true. But, commissioned based investment advisors and financial planners don’t make any money

Categories : retirement, Retirement Planning, Tax, Tax Planning, Uncategorized
Posted by Joe Fragnoli
,
Comments Off on You Need Less to Retire than You Think!
Tax Planning

Tax Planning

Tax planning is an art. The process and strategies are ever changing depending on the situation and circumstances. There is far more to it than calculations and projections. There is law interpretation and application and how the tax code and regulations are applied to each taxpayer’s given situation. This is why, unless you have engaged a true tax

Categories : Retirement Planning, small business, Tax, Tax Planning, Uncategorized
Posted by Joe Fragnoli
, , ,
Comments Off on Tax Planning is an Art
Joseph F. Fragnoli President of Joseph F. Fragnoli, CPA, PC and PInnacle Tax Planning Services, Inc.

Joseph F. Fragnoli
President of Joseph F. Fragnoli, CPA, PC and PInnacle Tax Planning Services, Inc.

People ask me what type of firm I have and what do I do and I now say I am a  TAX MINIMALIST STRATEGIST!  When I tell people I am a CPA they

Categories : retirement, small business, Tax, Tax Planning, Tax resolutions, Uncategorized
Posted by Joe Fragnoli
, , , ,
Comments Off on Tax Minimalist Strategist
Joseph F. Fragnoli President of PInnacle Tax Planning Services, Inc.

Joseph F. Fragnoli
President of Pinnacle Tax Planning Services, Inc. and Joseph F. Fragnoli, CPA, PC

Tax planning needs to begin NOW!! I can’t emphasize enough to my clients and prospects the necessity to begin the process of developing a tax plan for 2016 and tying it into a financial plan now.

Categories : financial planning, Tax, Tax Planning, Uncategorized
Posted by Joe Fragnoli
, ,
Comments Off on Tax Planning Needs to Begin NOW!!
Formal Tax Planning

Formal Tax Planning

Tax planning using Medical Expense Reimbursement Plans (MERPs) is one of the many planning strategies that we use in our planning practice at Joseph F. Fragnoli, CPA, PC and Pinnacle Tax Planning Services, Inc. A Section 105 medical expense reimbursement plan, or MERP, is a long-established benefit plan dating back to 1954. The MERP lets

Categories : financial planning, Tax, Tax Planning, Tax resolutions, Uncategorized
Posted by Joe Fragnoli
, , ,
Comments Off on Tax Planning Using Medical Expense Reimbursement Plans
Financial Planning

Financial Foundation

Make a New Year’s resolution to “build a financial foundation”. Each year most of us make some resolutions at the beginning of the year:

  • I am going to save more money.
  • I am going to lose weight.
  • I am going to workout regularly.
  • I am going to get work/ life balance.

These are just

Categories : financial planning, Retirement Planning, Tax Planning, Uncategorized
Posted by Joe Fragnoli
, , ,
Comments Off on A New Year’s Resolution – Build a Financial Foundation

Pinnacle Tax Planning Services, Inc. in NashvilleHave ever taken a tax awareness survey? Do you feel you have a good awareness of your tax situation? Do you have a plan that maximizes the income you keep? Take a look at this survey to assist you in determining whether or not you have a tax plan that coordinates with your financial objectives to maximize your financial position. 

Categories : Tax, Tax Planning, Uncategorized
Posted by Joe Fragnoli
,
Comments Off on Tax Awareness Survey – Does Your Tax Plan Work for You?
Formal Tax Planning

Formal Tax Planning

Clients come to me all the time and ask me “what should I be investing in these days”? While I used to hold my series 7 and 63 licenses and offer investment advisory services, I tell them that I don’t do that anymore; but, why not may your next investment a formal tax plan. At Joseph F. Fragnoli,

Categories : financial planning, Tax, Tax Planning, Uncategorized
Posted by Joe Fragnoli
, , ,
Comments Off on Your Next Investment – A Formal Tax Plan