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In this episode we talk about the "dirty little secrets" of tax planning.
We are in the remaining years of the Tax Cuts & Jobs Act, yet everyone seems to still focus on what they can't control (the stock market) and ignoring what they can control (taxes).
Tax Planning By A Tax Attorney.........we cordially invite you to make this the year that you stop overpaying taxes, permanently reduce your tax liability and stop being suckered by those perpetrating "tax advice" and the government planned designed for the masses.
The Millionaires In This Cul-de-Sac know the difference.
Ready for your 15 minute TAX S.M.A.R.T review? Click on the link below.
https://calendly.com/harbourpointe/15min
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Do you represent Wall Street or Main Street? Or, are you just the "Mom & Pop" investor who doesn't go beyond mutual funds and has really just been living a 401(k) existence? In other words, have you just been financing Wall Street and the 1%? We have been quietly rebelling against taxation and investing via the traditional methods.
Ready for a change?
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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You've just received great news about your bonus/settlement. The bad news is that it's taxable. How do you implement tax strategies to avoid being sent into a higher tax bracket? Average Joe and Jane have a issue to solve. We can help but leave those emotions at the door.
The "Core Four", business owners, real estate investors, physicians and executives need to battle excessive taxation and W-I-N. Let us show you how!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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So today, Congress just wrote another check for $900 billion in a bank account with no money. It's been pre-decided that collecting more taxation on your 401(k) during your lifetime and taxing your heirs before even a $1 gets transferred to them through this new Secure Act Legislation will help foot the bill. Hundreds of thousands of dollars in extra taxes that you want to keep paying?
No more...........isn't about time for your complimentary consultation......or is overpaying taxes your secret wish for Christmas?
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Studies have shown that women will outlive their spouses. They will inevitably become the CFO (Chief Female Financial Officer) of the household. Thus, it would seem that relying on your husband to make health care decisions could be disastrous. Join us as we discuss how a tiny bit of ignorance can lead to hundreds of thousands of dollars in extra cost while a little bit of knowledge can lead to hundreds of thousands of dollars of tax free funds for health care.
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Both of these types of plans allow business owners to save for retirement in amounts far in excess of those for a regular W-2 employee. Imagine being able to shield 100% of income from taxation by combining them with other more sophisticated tax strategies. More importantly, just doing the same job but transferring from W-2 to "1099" status makes you eligible!!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Some benefits of the tax code are in sections you've never been exposed to or heard of. Others are hiding in plain view but require that the 99% view them or utilize them like the wealthy 1% do. If you're going to change your tax liability, you must first change your behavior followed by your willingness to understand true, hidden nuggets of tax strategy.
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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It's time for some "Wealth, Women & Power". As women rightfully claim their roles as CFO (Chief Female Financial Officer), we provide the necessary educational and support group to help in understanding the ABC's of investing. Click the link below to join our "Wealth, Women & Power" mailing list!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com
VISIT THE WEBSITE: https://www.TAXSMARTTAXZERO.com
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With all of the options under the Tax Code for small business owners to minimize if not outright eliminate taxes, is being a W-2 employee really the ideal situation? If you choose to remain as a W-2 employee, at least you should make use of those 3 pieces of tax legislation lest they are soon to vanish and maybe faster than you thought!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Join us as we discuss the true issues about your portfolio that deserve attention. At what point do we realize that there are other, more valid, measuring criteria on our journey to "tax free" wealth?
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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In today's society, we've become accustomed to using Google maps to guide us safely to our destination. Yet, for the most important goal of going from money to wealth to 100% financial freedom, we lack a financial blueprint. Join us as we learn the who, what, why and how to formulate a Financial Plan, better known as "Waze For Your Wealth".
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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In this episode, we explore the proposed increase in taxes under a Biden Tax Plan. Think the new 39.6% won't affect you if you earn less than $400,00? Think again and let's explore your options for a better solution and better outcome.
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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What's the difference between Tax Compliance vs. Tax Strategy? If your goal is a lower taxable income and thus lower or 0% taxation, shouldn't your focus go beyond just hiring someone to prepare and submit the 1040?
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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For nearly 20 years, we have stressed the importance of incorporating Tax Planning and its benefits. Whether the outcome is a lower tax bracket, creating tax free wealth or simply structuring one's assets to achieve the bottom line of paying $0 in federal income taxes, we now understand it absolutely can be achieved!!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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In this episode, we discuss and provide examples of generational wealth. We explore some very interesting methods in which successive generations can benefit albeit while minimizing or eliminating the tax burden from the transfer of wealth.
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Do I still pay social security payroll tax in retirement? Isn't my social security benefit free of taxation since I'm retired? Unfortunately, the answer is not an automatic yes, simply because you are retired. In this episode we explore the 3 layers of (1) maximizing the dollar amount of benefit (2) avoiding taxation of the benefit and (3) using strategy and loopholes to achieve other valuable benefits.
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Recent events of this year have caused many people to focus on market risk. There are 2 types systematic and unsystematic. Systematic risk cannot be eliminated through diversification.
However, taxation risk is also a consideration which must be addressed. Tax control is possible and merely requires that you recognize the causes of increased taxation and the SMART (strategy, math, analysis, retirement, tax favored status) method to start on the path to the 0% tax bracket.
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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What are the tax implications of your investment strategy as you prepare for the withdrawal phase of wealth?
Let's start with understanding tax planning for your investment portfolio. Want to pay lower taxes?
How about just learning how to reduce taxable income? Your tax liability is a function of (1) taxable income and (2) tax rate.
One is set by the government but the other is completely in your hands!!!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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The estate administration process is often long (9 months or more), tedious, and sometimes fraught with litigation. In this episode we review the 3 major strategies for avoiding probate. As always, tax deferred funds, whether in a 401(k) or traditional IRA require caution, expertise, education and avoiding the tax traps.
Don't think that Joint Tenants With Right of Survivorship solves everything!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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Average Joe is the new owner of an traditional IRA which he has just inherited from his Aunt. Unfortunately, as the owner of an "Inherited IRA" there are so many tax landmines which he must avoid, especially since he is a "non-spouse" beneficiary, and different tax laws apply. What should he know about RMD's (required minimum distributions) and how they have changed under the new SECURE ACT? He was surprised to know that RMD's apply to him even though he is younger than 72. How can he avoid further taxation and how does he "empty" the account without incurring the 50% penalty?
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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SECURE ACT-Inherited IRA
Secure Act-Inherited IRA
Required minimum distribution Inherited IRA
Step up in basis
Ordinary income tax rate
Capital gains tax rate 2020
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