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  • Part 2: Close Up Radio Welcomes Back Tim Wolfe of Tax Planning IQ

    in Finance

    Mount Prospect, IL – Tim Wolfe is a Certified Tax Coach (CTC), Certified Public Accountant (CPA), tax planner, and author of Fight Back: Successful Income Tax-Savings Tips and Strategies to Keep More of Your Own Money, which is available on Amazon, and is complete with strategies on how to use the tax code as a tool to significantly reduce income taxes.
    “A tax strategist is literally the opposite of a tax preparer. The tax preparer helps you file a tax return based on last year’s transaction that is now set in stone. However, the tax strategist looks at your future transactions and advises you on how to modify or recast transactions, that enables a taxpayer to substantially reduce taxes.  You may only see your tax preparer once a year. However, a tax strategist will become a trusted adviser you can rely on through the years to work with you to achieve your financial goals.
    Tim explains that there really is no cost to use his services, only a risk-free investment from which you will receive a great return. How can it be free of risk? Because if there are no tax savings, there is no investment. And the investment is based only on first year tax savings even though there will be similar tax savings every year, unless circumstances change.
    Tim also encourages taxpayers to become business owners, including those side gigs, to turn personal expenses into tax deductions like business related mileage and home office expenses. Employees on the other hand with W2s are limited to what they can use as tax deductions.
    “I very much care about you. Please contact me so I can make sure you are not paying more tax than you are required to.”
    For more information, visit www.taxplanningiq.com

  • 12-26-22 Weekly Mortgage Industry Update

    in Finance

    Once again, the Lykken on Lending podcast provides a highly informative update on the latest mortgage industry news starting with Adam DeSanctis of the MBA with the “MBA Mortgage Minute” report, followed by Les Parker’s always insightful “Macro View of the Markets” report that always includes his signature music parody.  Next is Matt Graham of MBS Live, who provides a report on what is anticipated to be “Moving The Markets” in the week ahead. Then, David Kittle reports on “All Things Originations,” followed by Alice Alvey providing the “Regulatory & Legislative Update.”  Then Allen Pollack provides an informative “Tech Update” report that is loaded with the latest developments in technology that impacts our industry. Finally, we wrap up the program with Marc Helm, a.k.a. “Mr. Mortgage Servicing,” sharing his knowledge and wisdom on Loan Servicing and the GSEs.  We invite YOU to join the tens of thousands of mortgage professionals who listen weekly and let us know your thoughts.  We would love to hear from you.

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    canceled

    in Finance

    Canceled 

  • Surviving the Storm - The Seven Signs of a Changing Economy

    in Finance

    Read Jim Lunney's Weekly Update at http://wealthstratgroup.com/blog.  Jim Lunney is the author of Surviving the Storm.  The monthly conference call is focused on identifying current signs of economic change.  Jim Lunney is an Investment Advisor Representative of LPL Financial