Category archive: Blog

A Single Idea to Save Your Clients Thousands This Year

Having just one powerful idea that saves your clients LOTS of money each year can give you the value you need to charge premium fees. The funny thing is, these tax breaks belong to your client – but they may not be getting them. This allows you to swoop in, recommend a few tweaks and…

How to Save Your Clients Over $2 Million in just 90 Days!

Do you know how much you are saving your clients each year on average? Is it close to $33,125 each year? Your clients can take that money and use it for lots of other things, and that makes them HAPPY WITH YOU! Meet Certified Tax Coach Shauna Wekherlien. Shauna became certified in tax planning in…

21 Day Challenge Day 1

Welcome to the 21 day challenge!  Registering for the challenge is a smart move, but only a small percentage of the commitment if you want to make December your biggest cash flow month of the year!     To start out this challenge right, you need to be intentional with your efforts and MAKE THE…

Social Security Benefit Questions

I want to thank CPA Academy for inviting me to share my knowledge of Social Security benefits with their community.  During the webinar the participants brought up some really important questions and while I’ve responded to every question via email, I also wanted to make sure to make my answers available here as well. Feel free…

Staff Bleeding You Dry??

The problem today is it seems nearly impossible to find and retain qualified, irreplaceable staff to actually HELP you in your business. Since it is all up to you to ensure that everything is right at work, you are completely limited in growing and shaping the business into what you want it to be. Here…

How to Protect Your Client’s Retirement

Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many individuals, financial advisors included, do not have the knowledge or training necessary to do this correctly. Thousands of dollars may be forfeited in this way, resulting in a lower standard of living for your clients….

Paperless Office

I must admit, when it comes to a paperless office – I’m the worst offender. There’s something about touching, highlighting, creating dogears, and flipping the pages that provides a level of comfort. When I saw this video, I knew that we could never be 100% paperless. Please let me know I’m not the only one…

Common Miscues That MAY Get Your Client Audited

Is one of your clients about to get audited by the IRS? Have you ever wondered why some tax returns are audited, while others aren’t? The IRS doesn’t have enough personnel and resources to examine every tax return, so they rely on a variety of systems to target the returns that will generate the most…

Tax Secrets Most Financial Advisors Forget to Tell Their Clients

Your clients can take the money they would have given to Uncle Sam and grow their wealth instead! If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly. Here are two tax planning secrets most financial advisors forget to tell their clients. Tax Planning Secret…

Personal Exemption Phaseout & PEASE

What do PEP and PEASE stand for? In the fiscal cliff deal, Congress surprisingly reinstated two additional tax increases. The Personal Exemption Phaseout (PEP) and “Pease,” the limitation on itemized deductions, were 2 tax policies revived beginning January 1, 2013. Itemized deductions (except for medical expenses, investment interest, casualty and theft losses, and gambling losses)…

Menu