by Joe Fragnoli | Apr 27, 2016 | financial planning, Tax, Tax Planning, Uncategorized
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. Don’t wait until November or December to do the planning....
by Joe Fragnoli | Jan 22, 2016 | financial planning, Tax, Tax Planning, Tax resolutions, Uncategorized
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...
by Joe Fragnoli | Jan 6, 2016 | financial planning, Retirement Planning, Tax Planning, Uncategorized
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...
by Joe Fragnoli | Jul 21, 2015 | financial planning, Tax, Tax Planning, Uncategorized
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...
by Joe Fragnoli | Oct 24, 2014 | financial planning, Tax Planning, Uncategorized
Capital gains – losses and the tax treatment of them can be a significant planning consideration. The careful handling of capital gains and losses can save taxes. For the educated in tax compliance and planning, this is an obvious tax planning strategy. However,...
by Joe Fragnoli | Jul 15, 2014 | Business Management, financial planning, Tax, Tax Planning, Uncategorized
Efficient tax planning begins now. To properly plan for tax efficiency, the tax planning process should begin now for individuals and companies with calendar year ends. Notice I said tax efficiency and not tax minimization. Not all planning is should be done with...
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