Proactive Tax Strategies

Dec 04 2024 33 ep. 31 mins 3

Proactive Tax Strategies Podcast artwork

Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies.
To connect with Ken New, founder/owner of Pinnacle Financial Wealth Management and host of Proactive Tax Strategies Podcast, please call his office at (321) 454-3623 or email [email protected].

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Dec 04 2024 36 mins

Are reverse mortgages misunderstood financial traps, or can they be strategic tools for secure retirements? In this episode, Ken New speaks with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage and a seasoned expert in reverse mortgages, about the often misunderstood world of reverse mortgages. They explore how these financial tools have evolved and … Read M

How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

Jul 18 2024 44 mins

Do you think tax planning is just about preparing for the upcoming tax season? Think again. The most effective tax strategies require year-round planning and can even start years in advance! In this episode of Proactive Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the … Read More Read More

How to Elevate Your Charitable Contributions With Aleksander Dyo (Ep. 12)

Jun 12 2024 37 mins

While many are aware that charitable donations can help reduce your tax bill, strategies for amplifying this technique are not so commonly talked about. Join host Ken New as he speaks with Aleksander Dyo, Managing Director of Wealth Excel who focuses on advanced retirement plans and specifically financial charitable giving strategies. Together, they cover the … Read More Read Mor

Settling for Standard Deductions Could Be Costing You With Roger Roundy (Ep. 11)

May 29 2024 35 mins

Looking to keep more of your hard-earned money in your pocket but don’t know what more you can do? Explore some tax strategies you may not have heard of before this week on Proactive Tax Strategies Join Ken New as he speaks with Roger Roundy, the CEO of Strategic Associates, LLC about finding money that’s … Read More Read More

How Cost Segregation Can Maximize Cash Flow for Property Owners with Joel Grushkin (Ep. 10)

May 08 2024 42 mins

Are you a small business owner, or building owner looking to mitigate taxes and boost cash flow? Ken New and Joel Grushkin dive into the intricacies of cost segregation—a powerful tax planning tool for commercial real estate depreciation. Joel, with 40 years of executive experience and Regional Director of Cost Segregation Initiatives, shares his wealth … Read More Read More

Exploring Cost Remediation with Jeff Stolper (Ep. 9)

Apr 24 2024 39 mins

Are you a business owner looking to significantly lower your bills without downgrading your services or switching providers? Well, you have come to the right place! In this installment of Proactive Tax Strategies, host Ken New dives deep into the world of cost remediation with Jeff Stolper, owner of iDeal Advocates Consulting Agency. Jeff shares … Read More Read More

Unraveling the IRA Bailout Plan with Darren Sugiyama (Ep. 8)

Apr 08 2024 21 mins

Are you looking for a strategy that could help you secure your legacy and set future generations up for success? The IRA bailout plan might be right for you! In the latest installment of Proactive Tax Strategies, Ken New speaks with Darren Sugiyama, who explains the intricacies of the IRA bailout plan. Darren sheds light … Read More Read More

The Power of Premium Financing With Darren Sugiyama (Ep. 7)

Mar 20 2024 34 mins

Many affluent professionals and business owners need to catch up to the traditional wealth threshold for certain strategic tools. One such tool, premium-financed life insurance, remains underutilized and often misunderstood. In this episode, Ken New speaks with the Founder of Lionsmark Capital Darren Sugiyama. Together, they delve into the intricacies of premium-financed life insur

The Most Valuable Tax Credit Strategies for Business Owners with Ryan Foncannon (Ep. 6)

Mar 05 2024 33 mins

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Navigating Private Securities with Alan Hardee (Ep.5)

Feb 15 2024 37 mins

Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments? Ken New, joined by guest Alan Hardee, discusses the role of private securities in diversifying investment portfolios. Together they focus on the potential benefits … Read More Read