by Joe Fragnoli | Apr 28, 2017 | Tax, Tax Planning, Uncategorized
Trump’s Tax Proposal, What’s in it for You? Tax Planning – Plan * Execute * Triumph Tax Planning – Trump’s Tax Proposal. Are you curious what might happen to your taxes under the new proposal? Do you have any idea how you might be...
by Joe Fragnoli | Feb 4, 2017 | Tax, Tax Planning, Uncategorized
TAXES – IT’S THAT TIME AGAIN! It is that time of year again. Taxpayers are thinking about getting all of their documents together to submit to their tax preparation professional or to input into their store bought tax software. People are thinking about...
by Joe Fragnoli | Jan 16, 2017 | Tax, Tax Planning, Uncategorized
Tax Planning – You are Paying Too Much in Taxes! Unless you are seeing one of my contemporary’s in the formal tax planning field, I know you are paying too much in income tax. How do I know this? Because, over thirty years of practice I have studied the...
by Joe Fragnoli | Dec 12, 2016 | financial planning, Retirement Planning, Tax, Tax Planning, Uncategorized
TAX INEFFICIENCY IN MUTUAL FUND INVESTING – There are a number if financial and tax considerations when using mutual funds as an investment tool. One thing that I have experienced is that most of the investment advisors and financial planners that...
by Joe Fragnoli | Dec 1, 2016 | Accounting/ Bookkeeping Services, Bookkeeping Services, small business, Uncategorized
Bookkeeping services, when should you outsource? This is a common question or issue that many small businesses encounter. Many small business owners are doing there own bookkeeping/ accounting utilizing software like Quickbooks or Xero. As a trusted business advisor,...
by Joe Fragnoli | Nov 15, 2016 | Tax, Tax Planning, Uncategorized
Tax Planning – A Difference Maker. What an accurate statement. I have been writing for several years about the importance and financial benefit tax planning. A solid tax plan is frequently the most profitable investment a person can make. The returns can be...
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