C.A.R.E. Asset Management & Straegies logo

C.A.R.E. Asset Management & Strategies, Inc

John A. Epeneter, PC
     CPA logo

Paying for college without sacrificing retirement and lifestyle

3 Russell Avenue, Maynard, Massachusetts 01754  info@johnecpa.com  Voice:  978-897-0741   FAX:  978-897-1055  
 


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How to save taxes

Today’s tax law, regulations, rulings, and court decisions are voluminous enough to leave anyone novice unprepared to deal with the uncertainty, confusion, and fear.

Our job is convert the changes, new developments, and trends into tax planning strategies that can be employed before a tax year ends, not after.

We will work with you year-round to show you how minimize your tax burden.

For example, we will show you    

1)   How to set up a company tax-wise
2)   How closely-held businesses can beat the IRS legally
3)   How individuals can beat the IRS legally
4)   How to minimize taxes for the sole proprietorship business
5)   How the IRS can help you save for retirement
6)   How to choose the best retirement plan for your business
7)   How to maximize the retirement benefits for owners
8)   How to maximize fringe benefits
9)   How you should own the business vehicle
10) How to choose the vehicle with the heftiest tax savings
11) How to claim the domestic production activity credit
12) How cost segregation studies can increase deductions
13) How to allocate the purchase price of a business
14) How to qualify for the cash method of accounting
15) How to deduct business travel for the spouse
16) How a home-based business can beat the IRS legally
17) How to maximize depreciation
18) How to avoid the $25 deduction limit on gifts
19) How to exclude gain on both the principle residence and the second home
20) How to get tax-free treatment on real estate exchanges
21) How to get IRS to pay for some of the kid’s college expenses legally
22) How trusts can avoid state taxation
23) How to convert certain traditional IRAs to ROTH IRAs at little or no tax cost
24) How to best manage IRA rollovers
25) How to turn vacation trips into deductible business trips
26) How to avoid the kiddie tax
27) How to protect against the IRS classifying your business as a hobby
28) How to split income with your children legally
29) How to minimize dividend income from mutual funds
30) How to minimize estate taxes
31) How to maximize gift provisions in the law
32) How to value property in an estate
33) How to handle tax aspects of the death of a spouse
34) How to minimize the AMT

And many more

 

© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS.   All rights reserved.