Tag Archives: Tax Planning

Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan

February 25, 2022Financial, Financial Planning, Investing, InvestmentsDavid Vallieres, Financial Advisors, Financial Planning, Life Planning, Mark Burns, Sarah Zvekan, Synergy Capital Solutions, Tax Planning, Taxes, Your Financial Plan-Ityourfinancialplanit

Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year.

In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited about, and the importance of investment planning.

Mark and Sarah discuss:

Building a stable cash flow plan for after retirement to mitigate risk
Creating retirement plans that are client oriented and help clients visualize an end goal
Investment planning and the importance in creating a diverse portfolio of well managed assets
Passing down your values and your wealth to your family through wealth transfer planning
And more

Connect with Mark Burns:

LinkedIn: Mark Burns

Connect With Sarah Zvekan:

LinkedIn: Sarah Zvekan

Connect with David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

About Our Guests:

Mark Burns began his financial services career in 1982 and quickly became a widely recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies.

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.

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How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss

April 30, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial, Financial Planning, Gift Tax, Income Tax, Investing, Investments, Jordann Andrusiak, Richard Schloss, Synergy Capital Solutions, Tax Planning, Trust Administration, Your Financial Plan-Ityourfinancialplanit

Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening.

In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.

You will learn:

The time period when the proposal is most likely to be passed
How to use the Spousal Lifetime Access Trust (SLAT) & the Irrevocable Life Insurance Trust (ILIT) for efficient estate planning
Tips to help you fully utilize your current unused gift tax exemptions
And more!

Tune in to discover steps you can take today to minimize the impact of the new tax regulations!

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Expected Changes in Estate Planning & Income Taxes – With Richard Schloss

April 16, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial, Financial Planning, Gift Tax, Income Tax, Investing, Investments, Richard Schloss, Synergy Capital Solutions, Tax Planning, Trust Administration, Your Financial Plan-Ityourfinancialplanit

According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.

But you can take advantage of them while they last.

In this episode, David Vallieres and Jordann Andrusiak talk to Richard Schloss, member at Dawda, Mann, Mulcahy & Sadler, PLC. Join them as they explore the expected tax law changes and discuss the impact on estate planning, trust administration and income tax planning.

You will learn:

How drastic reductions in estate and gift tax exemptions may affect your financial plan
The likelihood of various tax laws being passed in the near future
Things you can do now to prepare yourself to deal with the new tax regulations
How increased tax rates might affect the M&A space
And more!

Tune in to learn how you can proactively adapt to expected tax changes!

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