Tag Archives: Tax Season


Florida Domicile From a Financial Planning Standpoint

People often consider moving to a different state, whether it’s for a job change, for better weather or simply to live a comfortable life after retirement.

And one of the states in hot demand right now is – Florida!

In this episode, David Vallieres is joined by Mark Burns, CEO at Synergy Capital Solutions. They discuss why so many people are moving to Florida, not just for the warm weather and the social lifestyle, but also for various tax benefits and a better asset protection offered by the state.

You will learn:

  • The key factors you should consider before changing your residency
  • How the lack of a state death tax in Florida can save you thousands of dollars
  • What the Homestead Creditor Protection program is all about – and the potential benefits from an asset protection standpoint
  • The property tax benefits enjoyed by primary residents of Florida
  • Why top wealth advisors and attorneys are setting up their practice in Florida
  • And more!

Tune in to learn why you should consider a Florida domicile, and how the rapidly growing state offers several opportunities for the future!

Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: hello@synergycapitalsolutions.com


The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin

The responsibilities of a tax advisor are no longer limited to a simple income tax return. It’s about consistently making informed decisions throughout the year to optimize your tax picture.

In this episode, David Vallieres is joined by Jordann Andrusiak, and guest Dennis Wolgin, tax consultant at Schlaupitz Madhavan, P.C. Join them as they discuss how financial planners can effectively collaborate with tax advisors to provide greater value to their clients, as the tax filing season approaches.

In this episode, you will learn:

  • How Synergy Capital Solutions works closely with tax experts to develop highly efficient tax-plans
  • Ways in which secure online portals help you keep your documents organized
  • How to prepare for the very first tax meeting with your advisors
  • Questions that you should ask while hiring a tax advisor – as an individual or a business
  • And more!

Tune in to learn how you can be better prepared to tackle your 2020 taxes during the upcoming tax season!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Schlaupitz Madhavan, P.C.