Author: Tony Novak
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Sample tax return preparation fee schedule
An accountant asked for this sample tax return preparation fee schedule (dated 2012), so I am posting it here for others’ use. It is not my schedule and I do not know the source. I am not implying its usefulness in any situation. It appears to be the fee schedule of some unnamed professional firm. My…
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A holistic approach to small business benefit plans
Tony Novak, CPA financial planner
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Tax planning for small business owners in 2017
Tax laws change every year, often providing new opportunities for business and personal planning that can save money and improve our overall financial results. This year is no exception. While there are no major changes to tax law affecting small business owners this year, there are a number of more subtle developments in tax procedure…
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412i plan suitability
limitations and suitability issues for those considering the use of a 412(i) anniuty pension plan
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Use of life insurance in small business 412(i) pension plans
An explanation of the tax law changes affecting fully insured annuity pension plans
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Pension plan design and contribution calculation example
an example of how a one persion annuity pension plan contribution is calculated
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Target benefit annuity plans
how to use a 412(i) target benefit annuity pension plan for a self employed individual