tax shelter Archives

November 14, 2016Accounting, Tax Planning, Taxes

I cancelled pre-election tax planning offers

Tax planning has always been a larger part of my practice than tax return preparation. That means that this is my busy […]

October 25, 2015Financial Planning, Tax Planning

Initial inquiry about a private pension plan

Last night I received an anonymous post on my web site that says “I am a self-employed… with income of $1 million after […]

This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

%d bloggers like this:

Tag: tax shelter

I cancelled pre-election tax planning offers

Like this:

Initial inquiry about a private pension plan

Like this:

Share this:

Like this:

Share this:

Like this: