Tag: tax shelter

I cancelled pre-election tax planning offers

Nov 14, 2016

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by

Tony Novak

in Accounting, Tax Planning, Taxes

Tax planning has always been a larger part of my practice than tax return preparation. That means that this is my busy season. I offered a number of fixed fee tax consultations under assumptions that the 2017 tax code will be basically the same as this current year. Now that seems unlikely. There are suddenly hundreds…
Initial inquiry about a private pension plan

Oct 25, 2015

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by

tonynova

in Financial Planning, Tax Planning

Last night I received an anonymous post on my web site that says “I am a self-employed… with income of $1 million after deductions. I am looking to find a tax deductible retirement plan that can help me reduce my tax liability. I looked in to IRA and Roth IRAs but my income is too high…