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Section 79 Tax Code
00:00A brief overview of the Section 79 tax code…
Charitable Planning
00:00The use of charitable planning and gifting as an advanced tax planning strategy.
Institutional vs Retail Investing
00:00Understanding the difference between the Institutional and Retail investing models.
Captive Insurance Companies
00:00What is a Captive Insurance Company and what are its benefits?
Charitable Remainder Trusts
00:00Using a Charitable Remainder Trust as an advanced financial planning strategy.
Family Limited Partnerships
00:00Qualified Retirement Plans
00:00We assist CPAs by exploring options for their clients who own businesses. One of these options is the selection of a qualified retirement plan for their employees.
Cash Balance Retirement Plans
00:00What is a Cash Balance Retirement Plan and how can they assist business owners and professionals in achieving their retirement goals?
Non-Qualified Deferred Compensation Plans
00:00An advanced tax planning strategy for high income earners and business owners.
Fixed Indexed Annuities
00:00How a Fixed Indexed Annuity can be used to grow and protect retirement assets.
Asset Valuation
00:00The ability to assist your clients in determining the value of their business or other valuable assets.
The Many Advantages of Life Insurance
00:00When utilized properly, life insurance offers far more than just a death benefit.
Traditional IRA vs Roth IRA
00:00What is the difference between a Traditional IRA and a Roth IRA?
Roth IRA Conversions
00:00What are the benefits of converting a Traditional IRA to a Roth IRA?
Annuity Overview
00:00A brief overview of the types of annuities and the characteristics of each.
Fiduciary vs Suitability
00:00Registered Investment Advisors operate under the same fiduciary standard as a CPA. Learn more in this brief video.
Social Security Basics
00:00While receiving distributions from Social Security may sound like a simple and easy process, it is not one that should be taken lightly or without proper consultation. Scenarios can vary significantly and must be fully understood.
Tactical Portfolio Management
00:00Growing and protecting assets through the use of Tactical Portfolio Management.
Income Planning
00:00Understanding the difference between the accumulation phase of income planning and the distribution phase.
Financial Advisors: What We Do
00:00What role does a financial advisor play in helping you to orchestrate your future and retirement?
The Realities We Face
00:00Americans face a mounting number of financial challenges as the population ages.
Becoming Your Clients’ Trusted Advisor
00:00Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video.
Free Whitepaper: “Becoming Your Clients’ Most Trusted Advisor: Advanced Tax Planning Strategies for CPA’s”
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Financial Advisors: What We Do
What role does a financial advisor play in helping you to orchestrate ...
Income Planning
Understanding the difference between the accumulation phase of income ...
Asset Valuation
The ability to assist your clients in determining the value of their ...
The Realities We Face
Americans face a mounting number of financial challenges as the ...
The Many Advantages of Life Insurance
When utilized properly, life insurance offers far more than just a ...
10 Ways CPAs Can Gain More Local Exposure
As a CPA, you often spend your days buried in tax forms and computer ...
CPAs: The Retirement Horizon is Changing for Your Clients
As your clients enjoy longer, healthier lives, they can also ...
4 Surprising Ways Life Insurance Can Serve Your Clients
Your clients probably think of life insurance as a safety net for ...
CPAs: Don’t Let Your Clients Put Their Lives on Hold
A recent study by the AICPA uncovered the depth to which our ...
CPAs Should Evaluate Clients’ Life Insurance Policies
As your clients’ most trusted advisor, they may turn to you for ...
Investment Advisory Services offered through John P. Dubots Capital Management, LLC, CA License # 0822926