Are you looking for expert guidance on how to plan for your financial future and retirement?  Look no further than Pinnacle Financial Wealth Management’s latest podcast episode, where we introduce you to our team and the proven strategies and processes we use to engineer retirement plans for our clients. Join Ken New, the Founder, and …  Read More  Read More

Retirement Fundamentals Part 1: The Essential Guide to Income Planning (Ep. 3)

Did you know the average CPA spends most of their time on tax preparation, audit functions & delivery requirements? Did you know that most business owners and high-net worth individuals would prefer their CPA spend much more time creating solutions to reduce the amount of money they owe in taxes each year?  There are many tax reduction strategies available that, when used correctly, could save you a ton of money and we are here to let you in on those financial industry secrets.  Welcome to Proactive Tax Strategies, a podcast for CPA’s and high net-worth individuals, where we discuss advanced tax strategies and solutions that are available, but often overlooked or underused, such as: cost segregation, bonus depreciation, the Agusta Rule and many more.  Want to learn more and start saving money on taxes?  Listen in as our host, Ken New and his rotating guest lineup of national experts teach you how to effectively utilize tax-saving strategies that will have you bragging to your friends