Here at Tax Plan For Wealth, we pride ourselves on maximizing the wealth of our clients and being exactly what the need.
We excel in helping our clients pay the least amount of taxes legally possible while solving really BIG tax problems. We use strategies, tactics and products like our Enhanced Roth Conversion that only a small percentage of financial advisors nationwide can provide.
The Enhanced Roth Conversion process is a strategy, not a product.
We use a combination of timing, shifting, IRS codes, tax advantaged products and discounting that when combined properly and in the correct sequence then you get massive tax reduction.
To provide this service, we have to handpick our dedicated, experienced, professional team. The Tax Planners are the elite when it comes to strategic tax planning, Roth conversion & wealth maximizing specialists.
We’re made up of a REGISTERED FINANCIAL CONSULTANT™ professional (RFC™), Certified Estate Planner and even Certified 401(k) Professional™ (C[k]P™).
Just so you know, the RFC designation is awarded to financial advisors who meet high standards of education, experience, and integrity. In addition, designees must agree to devote a minimum of forty (40) hours per year to continuing professional education in the field of personal finance and professional practice management.
The C(k)P designation requires 140 hours of retirement plan coursework and passing of a final exam as administered through The Retirement Advisor University and The Anderson School of Business at UCLA.
We have a team member that is also a member of the Society of Senior Advisors, a registered Charitable Emissary for the National Community Foundation, and he was also conferred the Accredited Investment Fiduciary™ (AIF™) designation by Fi360, and The Center for Fiduciary Studies.
The head of our team, David is an Enrolled Agent with the Internal Revenue Service. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee.
Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF).
He believes in service and actively donates his time and professional talents to charities close to his heart.
As the father of a son with muscular dystrophy, he is passionate about the work done by Parent Project MD
(www.parentprojectmd.org) and Canine Companions For Independence (www.cci.org). To help his clients incorporate philanthropy into his financial strategies, David donates 20% of all financial planning fees to the charity of his clients choice.
He has been asked to be a featured contributor and author on several articles that have been published in the newspapers such as The Wall Street Journal, major magazines such as BusinessWeek, as well as industry publications.
He is a Registered Representative and Investment Advisor Representative offering securities through FSIC. Member FINRA/SIPC, and has a Series 6, 7, 63, and 66 registrations. In addition, he is licensed in Life, Health, and Long-Term Care Insurance.
Now that you know a little more about us, we can’t wait to hear from you!
The Tax Planners Team