Happy New Year!

What a year 2017 was!  I hope everyone enjoyed the growth 2017 had to offer in both your practice and personal financial life.  Right now, is a great time to be in business, and even a better time to be an investor.  Now that we’ve celebrated, we now need to digest what just happened…THE LARGEST TAX OVERHAUL WE’VE ALL SEEN IN OUR LIFETIME.  This law is affecting every American.  For business owners it can be a tremendous opportunity to save on taxes and propel growth.

I have been surprised to learn that many practitioners have not had their CPA’s and accountants ringing their phones off the hook!  There are crucial decisions that need to be made for your practice for tax year 2018.  If you file as an S-Corp, C-Corp, LLC, or Sole Proprietor, you’ve got some decisions to make and soon.  These decisions could be the difference of thousands, even tens of thousands, of dollars in tax savings and avoidance moving forward.

We’ve got you covered.  We have already adapted our process to include the crucial evaluations of tax strategy for the new law.  This year presents an incredible year to get your practice and personal financial life positioned for huge success.

How are you going to do this without a plan?  How are you going to do this without a team to help you get there?  When is the last time you had a “financial board meeting” with all the financial professionals in your life talking about you your money and your goals?  When is the last time you had your accountant, financial advisor, and insurance agent all in one room or on a phone call talking about you, your taxes, and your financial goals?  Do you have a written financial plan and road map that you can constantly refer to, that empowers you to make sound and profitable decisions day in and day out?

Without coordination of all these different aspects of your financial life, you could miss out on the potential of massive growth and significant tax savings.