Tax Advisory
Tax Advisory
Navigating the complexities of tax regulations and financial planning can be daunting. At Kent Steven Foltz, CPA, we offer comprehensive tax advisory services designed to help you achieve your financial goals with confidence and precision.
Trademarks and Intellectual Property
Energy Investments
Tax Deduction Strategies
Oil and Gas Tax Benefits
Understand when, why, and how to write off trademarks and intellectual property. Optimize the tax benefits associated with your intangible assets.
Tax Advisory
Tax Advisory
Navigating the complexities of tax regulations and financial planning can be daunting. At Kent Steven Foltz, CPA, we offer comprehensive tax advisory services designed to help you achieve your financial goals with confidence and precision.
Our team, led by a former IRS Revenue Agent, brings unmatched expertise and personalized attention to each client engagement.
Trifecta Planning
Comprehensive Consultation
A comprehensive 3-hour advisory meeting where we'll identify, understand, and implement asset protection, estate planning, and innovative, legal tax strategies. Save taxes on your 2024 return and continuously grow your wealth tax-free.
Trifecta
Identify, understand and implement asset protection, estate planning and new, legal tax strategies and deductions to grow wealth tax-free.
What's included:
Financial Goals Consultation
Asset Protection & Tax Reduction Strategies
Estate Planning
Comprehensive Financial Goals Consultation
Our expert team will work closely with you to establish clear and attainable financial goals. Whether you’re looking to protect your assets, reduce your tax liabilities, or plan your estate, we provide personalized strategies to help you achieve your objectives. We ensure your financial roadmap aligns with your long-term vision, giving you peace of mind and a clear path forward.
Asset Protection & Tax Reduction Strategies
Protecting your assets and reducing your tax liabilities are crucial for long-term financial success. Our team will identify and implement effective asset protection strategies, ensuring your wealth is safeguarded against potential risks. We will also develop tailored tax reduction strategies, utilizing the latest tax laws and regulations to minimize your tax liabilities. Our proactive approach ensures you benefit from every available deduction and credit.
Estate Planning for a Secure Future
Estate planning is essential for preserving your wealth and ensuring it is passed on to future generations according to your wishes. Our experts will guide you through the intricacies of estate planning, from creating wills and trusts to managing estate taxes. We help you develop a comprehensive plan that reflects your values and secures your legacy, providing for your loved ones and minimizing estate tax burdens.
Trifecta Planning
Comprehensive Consultation
A comprehensive 3-hour advisory meeting where we'll identify, understand, and implement asset protection, estate planning, and innovative, legal tax strategies. Save taxes on your 2024 return and continuously grow your wealth tax-free.
Trifecta
$500
Identify, understand and implement asset protection, estate planning and new, legal tax strategies and deductions to grow wealth tax-free.
What's included:
Financial Goals Consultation
Asset Protection & Tax Reduction Strategies
Estate Planning
Comprehensive Financial Goals Consultation
Our expert team will work closely with you to establish clear and attainable financial goals. Whether you’re looking to protect your assets, reduce your tax liabilities, or plan your estate, we provide personalized strategies to help you achieve your objectives. We ensure your financial roadmap aligns with your long-term vision, giving you peace of mind and a clear path forward.
Asset Protection & Tax Reduction Strategies
Protecting your assets and reducing your tax liabilities are crucial for long-term financial success. Our team will identify and implement effective asset protection strategies, ensuring your wealth is safeguarded against potential risks. We will also develop tailored tax reduction strategies, utilizing the latest tax laws and regulations to minimize your tax liabilities. Our proactive approach ensures you benefit from every available deduction and credit.
Estate Planning for a Secure Future
Estate planning is essential for preserving your wealth and ensuring it is passed on to future generations according to your wishes. Our experts will guide you through the intricacies of estate planning, from creating wills and trusts to managing estate taxes. We help you develop a comprehensive plan that reflects your values and secures your legacy, providing for your loved ones and minimizing estate tax burdens.
Trifecta Planning
Comprehensive Consultation
A comprehensive 3-hour advisory meeting where we'll identify, understand, and implement asset protection, estate planning, and innovative, legal tax strategies. Save taxes on your 2024 return and continuously grow your wealth tax-free.
Trifecta
Identify, understand and implement asset protection, estate planning and new, legal tax strategies and deductions to grow wealth tax-free.
What's included:
Financial Goals Consultation
Asset Protection & Tax Reduction Strategies
Estate Planning
Comprehensive Financial Goals Consultation
Our expert team will work closely with you to establish clear and attainable financial goals. Whether you’re looking to protect your assets, reduce your tax liabilities, or plan your estate, we provide personalized strategies to help you achieve your objectives. We ensure your financial roadmap aligns with your long-term vision, giving you peace of mind and a clear path forward.
Asset Protection & Tax Reduction Strategies
Protecting your assets and reducing your tax liabilities are crucial for long-term financial success. Our team will identify and implement effective asset protection strategies, ensuring your wealth is safeguarded against potential risks. We will also develop tailored tax reduction strategies, utilizing the latest tax laws and regulations to minimize your tax liabilities. Our proactive approach ensures you benefit from every available deduction and credit.
Estate Planning for a Secure Future
Estate planning is essential for preserving your wealth and ensuring it is passed on to future generations according to your wishes. Our experts will guide you through the intricacies of estate planning, from creating wills and trusts to managing estate taxes. We help you develop a comprehensive plan that reflects your values and secures your legacy, providing for your loved ones and minimizing estate tax burdens.
All Advisory Topics
All Advisory Topics
Our expert insights cover everything from tax strategies to wealth building, ensuring you have the knowledge and tools to succeed.
Our expert insights cover everything from tax strategies to wealth building, ensuring you have the knowledge and tools to succeed.
Trademarks and Intellectual Property
Energy Investments
Tax Deduction Strategies
Oil and Gas Tax Benefits
Understand when, why, and how to write off trademarks and intellectual property. Optimize the tax benefits associated with your intangible assets.
Trademarks and Intellectual Property
Energy Investments
Tax Deduction Strategies
Oil and Gas Tax Benefits
Understand when, why, and how to write off trademarks and intellectual property. Optimize the tax benefits associated with your intangible assets.
Life Insurance for Safe Wealth Building and Tax Savings
Tax-Free Investments
Life Insurance Strategies
Family Wealth Protection
Tax-efficient, low fee insurance to safely protect children and family while growing a nest egg tax-free. Evaluate and control this investment thru the passages of life. How to identify and select the insurance agent to best match your needs.
Life Insurance for Safe Wealth Building and Tax Savings
Tax-Free Investments
Life Insurance Strategies
Family Wealth Protection
Tax-efficient, low fee insurance to safely protect children and family while growing a nest egg tax-free. Evaluate and control this investment thru the passages of life. How to identify and select the insurance agent to best match your needs.
Advanced LLC Strategies
LLC Tax Benefits
Charging Order Protection
Series LLC
Utilize advanced LLC strategies for multiple rentals, charging order protection, and series LLCs. Enhance asset protection and tax efficiency.
Advanced LLC Strategies
LLC Tax Benefits
Charging Order Protection
Series LLC
Utilize advanced LLC strategies for multiple rentals, charging order protection, and series LLCs. Enhance asset protection and tax efficiency.
Maximizing Deductible Business Expenses
Business Expense Optimization
Key-Man Insurance
Small Business Tax Credits
Key-man Insurance: Protect your business Associates and beneficiaries. Continuing business income stream even upon your passing. Captive Insurance: When to consider and when to run. Small Business Tax Credits: dollar for dollar tax reduction.
Maximizing Deductible Business Expenses
Business Expense Optimization
Key-Man Insurance
Small Business Tax Credits
Key-man Insurance: Protect your business Associates and beneficiaries. Continuing business income stream even upon your passing. Captive Insurance: When to consider and when to run. Small Business Tax Credits: dollar for dollar tax reduction.
1031 Tax-Free Exchanges: Basics and Current Trends
Real Estate Tax Deferral
1031 Exchange Rules
Property Investment Strategies
Trade-up and use the leverage of depreciation to help grow real estate assets.
1031 Tax-Free Exchanges: Basics and Current Trends
Real Estate Tax Deferral
1031 Exchange Rules
Property Investment Strategies
Trade-up and use the leverage of depreciation to help grow real estate assets.
401k Options for Small Business Owners
Small Business Retirement Plans
Roth IRA Strategies
Self-Directed 401k
Equations for Tax-Free Wealth. Advanced Self-Directing Strategies. Decision Tree: 1. W-2 wage earner; 2. W-2 wage earner and Self-Employed; 3. Business Owner; with no employees; 4. Business owner; with employees. 5. Real estate investor; no W-2 or incorporated/LLC entities. Customize a strategic path forward based specifically on your circumstances.
401k Options for Small Business Owners
Small Business Retirement Plans
Roth IRA Strategies
Self-Directed 401k
Equations for Tax-Free Wealth. Advanced Self-Directing Strategies. Decision Tree: 1. W-2 wage earner; 2. W-2 wage earner and Self-Employed; 3. Business Owner; with no employees; 4. Business owner; with employees. 5. Real estate investor; no W-2 or incorporated/LLC entities. Customize a strategic path forward based specifically on your circumstances.
Intangible Drilling Cost Deductions/Investments
IDC – Intangible Drilling Cost Tax Deduction Unleashed. Are you looking to deploy 100k or more in a cash flow investment and need a powerful tax deduction.
Intangible Drilling Cost Deductions/Investments
IDC – Intangible Drilling Cost Tax Deduction Unleashed. Are you looking to deploy 100k or more in a cash flow investment and need a powerful tax deduction.
Vehicle, Cell Phone, Office-In-The Home
Business Expense Deductions
Office Tax Benefits
Vehicle Depreciation
LLCs and Corporations must adopt Accountability Plans to legally and properly deduct the business portion of these personally owned assets. Identify the vehicle depreciation method that gives you the most advantageous deductions. Review EV tax credit. Review documentation requirements.
Vehicle, Cell Phone, Office-In-The Home
Business Expense Deductions
Office Tax Benefits
Vehicle Depreciation
LLCs and Corporations must adopt Accountability Plans to legally and properly deduct the business portion of these personally owned assets. Identify the vehicle depreciation method that gives you the most advantageous deductions. Review EV tax credit. Review documentation requirements.
Trademarks and Intellectual Property
Energy Investments
Tax Deduction Strategies
Oil and Gas Tax Benefits
Understand when, why, and how to write off trademarks and intellectual property. Optimize the tax benefits associated with your intangible assets.
Life Insurance for Safe Wealth Building and Tax Savings
Tax-Free Investments
Life Insurance Strategies
Family Wealth Protection
Tax-efficient, low fee insurance to safely protect children and family while growing a nest egg tax-free. Evaluate and control this investment thru the passages of life. How to identify and select the insurance agent to best match your needs.
Advanced LLC Strategies
LLC Tax Benefits
Charging Order Protection
Series LLC
Utilize advanced LLC strategies for multiple rentals, charging order protection, and series LLCs. Enhance asset protection and tax efficiency.
Maximizing Deductible Business Expenses
Business Expense Optimization
Key-Man Insurance
Small Business Tax Credits
Key-man Insurance: Protect your business Associates and beneficiaries. Continuing business income stream even upon your passing. Captive Insurance: When to consider and when to run. Small Business Tax Credits: dollar for dollar tax reduction.
1031 Tax-Free Exchanges: Basics and Current Trends
Real Estate Tax Deferral
1031 Exchange Rules
Property Investment Strategies
Trade-up and use the leverage of depreciation to help grow real estate assets.
401k Options for Small Business Owners
Small Business Retirement Plans
Roth IRA Strategies
Self-Directed 401k
Equations for Tax-Free Wealth. Advanced Self-Directing Strategies. Decision Tree: 1. W-2 wage earner; 2. W-2 wage earner and Self-Employed; 3. Business Owner; with no employees; 4. Business owner; with employees. 5. Real estate investor; no W-2 or incorporated/LLC entities. Customize a strategic path forward based specifically on your circumstances.
Intangible Drilling Cost Deductions/Investments
IDC – Intangible Drilling Cost Tax Deduction Unleashed. Are you looking to deploy 100k or more in a cash flow investment and need a powerful tax deduction.
Vehicle, Cell Phone, Office-In-The Home
Business Expense Deductions
Office Tax Benefits
Vehicle Depreciation
LLCs and Corporations must adopt Accountability Plans to legally and properly deduct the business portion of these personally owned assets. Identify the vehicle depreciation method that gives you the most advantageous deductions. Review EV tax credit. Review documentation requirements.
The Augusta Rule
Home Office Deduction
Business Use of Home
Tax Savings Strategies
Use your home for substantial business deductions by leveraging the Augusta Rule. Optimize deductions for home-based business activities.
Non-Profits and Family Foundations:
Family Legacy Planning
Charitable Organizations
Wealth Protection
Protect family wealth, gainfully employ family members, do good and leave a mark with your legacy.
State Domicile
State Tax Planning
Domicile Strategies
Tax Residency
Planning domiciles and more. Considering relocating to a less-taxed state? Ensure your nexus is protected in a low-tax state.
Splitting Income between Family Members
Family Employment Strategies
Tax-Efficient Income Splitting
Payroll Tax Savings
Self-Employed: hire family members, 16 yrs. or older to participate and share your business acumen. In return, require dedication, discipline and hard work. This creates tax deductions for you, and it can create non-taxable or very low taxed income for the children. Wages paid by parents to children are exempt from payroll taxes.
Opportunity Zones
Tax-Free Growth
Community Investment
Long-Term Wealth Building
Invest in Opportunity Zones to grow your wealth tax-free while contributing to community development. Benefit from substantial tax incentives and long-term growth.
Vehicle, Cell Phone, Office-In-The Home
Business Expense Deductions
Office Tax Benefits
Vehicle Depreciation
LLCs and Corporations must adopt Accountability Plans to legally and properly deduct the business portion of these personally owned assets. Identify the vehicle depreciation method that gives you the most advantageous deductions. Review EV tax credit. Review documentation requirements.
Vehicle, Cell Phone, Office-In-The Home
Business Expense Deductions
Office Tax Benefits
Vehicle Depreciation
LLCs and Corporations must adopt Accountability Plans to legally and properly deduct the business portion of these personally owned assets. Identify the vehicle depreciation method that gives you the most advantageous deductions. Review EV tax credit. Review documentation requirements.
The Augusta Rule
Home Office Deduction
Business Use of Home
Tax Savings Strategies
Use your home for substantial business deductions by leveraging the Augusta Rule. Optimize deductions for home-based business activities.
The Augusta Rule
Home Office Deduction
Business Use of Home
Tax Savings Strategies
Use your home for substantial business deductions by leveraging the Augusta Rule. Optimize deductions for home-based business activities.
Non-Profits and Family Foundations:
Family Legacy Planning
Charitable Organizations
Wealth Protection
Protect family wealth, gainfully employ family members, do good and leave a mark with your legacy.
Non-Profits and Family Foundations:
Family Legacy Planning
Charitable Organizations
Wealth Protection
Protect family wealth, gainfully employ family members, do good and leave a mark with your legacy.
State Domicile
State Tax Planning
Domicile Strategies
Tax Residency
Planning domiciles and more. Considering relocating to a less-taxed state? Ensure your nexus is protected in a low-tax state.
State Domicile
State Tax Planning
Domicile Strategies
Tax Residency
Planning domiciles and more. Considering relocating to a less-taxed state? Ensure your nexus is protected in a low-tax state.
Splitting Income between Family Members
Family Employment Strategies
Tax-Efficient Income Splitting
Payroll Tax Savings
Self-Employed: hire family members, 16 yrs. or older to participate and share your business acumen. In return, require dedication, discipline and hard work. This creates tax deductions for you, and it can create non-taxable or very low taxed income for the children. Wages paid by parents to children are exempt from payroll taxes.
Splitting Income between Family Members
Family Employment Strategies
Tax-Efficient Income Splitting
Payroll Tax Savings
Self-Employed: hire family members, 16 yrs. or older to participate and share your business acumen. In return, require dedication, discipline and hard work. This creates tax deductions for you, and it can create non-taxable or very low taxed income for the children. Wages paid by parents to children are exempt from payroll taxes.
Opportunity Zones
Tax-Free Growth
Community Investment
Long-Term Wealth Building
Invest in Opportunity Zones to grow your wealth tax-free while contributing to community development. Benefit from substantial tax incentives and long-term growth.
Opportunity Zones
Tax-Free Growth
Community Investment
Long-Term Wealth Building
Invest in Opportunity Zones to grow your wealth tax-free while contributing to community development. Benefit from substantial tax incentives and long-term growth.
Medical Costs
Medical Expense Deductions
Health Savings Accounts
Tax-Free Medical Investments
Arrange your medical expenses so that you can deduct ALL your medical expenses. Discover how to combine a low-cost medical plan with a tax-free investment account. Deduct contributions and grow your HSA for retirement needs. HSAs can grow to over 1 million.
Medical Costs
Medical Expense Deductions
Health Savings Accounts
Tax-Free Medical Investments
Arrange your medical expenses so that you can deduct ALL your medical expenses. Discover how to combine a low-cost medical plan with a tax-free investment account. Deduct contributions and grow your HSA for retirement needs. HSAs can grow to over 1 million.
Board of Directors/Advisors
Corporate Governance
Family Business Planning
Board Meeting Deductions
Educating Family Members, Sharing Your legacy. Deducting Travel and Meals for meetings.
Board of Directors/Advisors
Corporate Governance
Family Business Planning
Board Meeting Deductions
Educating Family Members, Sharing Your legacy. Deducting Travel and Meals for meetings.
Medical Costs
Medical Expense Deductions
Health Savings Accounts
Tax-Free Medical Investments
Arrange your medical expenses so that you can deduct ALL your medical expenses. Discover how to combine a low-cost medical plan with a tax-free investment account. Deduct contributions and grow your HSA for retirement needs. HSAs can grow to over 1 million.
Board of Directors/Advisors
Corporate Governance
Family Business Planning
Board Meeting Deductions
Educating Family Members, Sharing Your legacy. Deducting Travel and Meals for meetings.
Year-End Tax Strategies
Year-End Tax Planning
Charitable Donations
Tax-Advantaged Accounts
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. In-depth review.
Asset Protection for your personal residence
Home Asset Protection
TBE Strategies
Financial Safeguarding
Implement strategies like TBE, DAPTs, and stripping to protect your personal residence from potential risks. Ensure your home is safeguarded against financial threats.
Meals
Business Meal Deductions
Tax-Deductible Meals
Entertainment Expenses
Eliminate the word "friend" from your vocabulary. From now on, these people are sources of business, so start talking business and asking for referrals over meals and beverages. Correctly classify business meals that qualify for the 100 percent deduction rather than the 50 percent deduction.
Travel
Learn how to combine business and personal trips so that the personal side of your trip becomes part of your business deduction under the travel rules. Use the power of Dining & Travel Write-offs.
Charitable Remainder Trust
Tax-Efficient Giving
CRT Benefits
Estate Planning Tools
Do you have highly appreciated assets that you don’t want to sell because of high tax bills? Learn the Power of the Charitable Remainder Trust and how to secure life-time income, save taxes and securely benefit your financial legacy. Create cash flow, avoid tax while securing associated deductions and protect assets.
S Corporation and LLC Evaluation
Business Structure Benefits
S Corp vs LLC
Tax Classification
S corporation versus C corporation versus LLC. How each is taxed and the advantages and disadvantages of each. Operate your entity with knowledge and confidence.
Short-Term Rentals
Vacation Home Deductions
Rental Property Tax Strategies
Short-Term Rental Rules
Know the entertainment facility rules so your vacation home can become a tax deduction. Unique Tax Consequences & Opportunities
College Saving Strategies
Do you have children or grandchildren you want to help save for college education expenses? Identify the most efficient method to grow a savings account tax-free to ensure a future college education. Learn the advantages and disadvantages of different IRS approved plans.
Comprehensive Consultation – Trifecta Plan
Establish financial goals. Identify action items for asset protection, tax reduction strategies and estate planning needs. Transition from high tax bracket income to passive tax-free growth.
Year-End Tax Strategies
Year-End Tax Planning
Charitable Donations
Tax-Advantaged Accounts
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. In-depth review.
Year-End Tax Strategies
Year-End Tax Planning
Charitable Donations
Tax-Advantaged Accounts
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. In-depth review.
Asset Protection for your personal residence
Home Asset Protection
TBE Strategies
Financial Safeguarding
Implement strategies like TBE, DAPTs, and stripping to protect your personal residence from potential risks. Ensure your home is safeguarded against financial threats.
Asset Protection for your personal residence
Home Asset Protection
TBE Strategies
Financial Safeguarding
Implement strategies like TBE, DAPTs, and stripping to protect your personal residence from potential risks. Ensure your home is safeguarded against financial threats.
Meals
Business Meal Deductions
Tax-Deductible Meals
Entertainment Expenses
Eliminate the word "friend" from your vocabulary. From now on, these people are sources of business, so start talking business and asking for referrals over meals and beverages. Correctly classify business meals that qualify for the 100 percent deduction rather than the 50 percent deduction.
Meals
Business Meal Deductions
Tax-Deductible Meals
Entertainment Expenses
Eliminate the word "friend" from your vocabulary. From now on, these people are sources of business, so start talking business and asking for referrals over meals and beverages. Correctly classify business meals that qualify for the 100 percent deduction rather than the 50 percent deduction.
Travel
Learn how to combine business and personal trips so that the personal side of your trip becomes part of your business deduction under the travel rules. Use the power of Dining & Travel Write-offs.
Travel
Learn how to combine business and personal trips so that the personal side of your trip becomes part of your business deduction under the travel rules. Use the power of Dining & Travel Write-offs.
Charitable Remainder Trust
Tax-Efficient Giving
CRT Benefits
Estate Planning Tools
Do you have highly appreciated assets that you don’t want to sell because of high tax bills? Learn the Power of the Charitable Remainder Trust and how to secure life-time income, save taxes and securely benefit your financial legacy. Create cash flow, avoid tax while securing associated deductions and protect assets.
Charitable Remainder Trust
Tax-Efficient Giving
CRT Benefits
Estate Planning Tools
Do you have highly appreciated assets that you don’t want to sell because of high tax bills? Learn the Power of the Charitable Remainder Trust and how to secure life-time income, save taxes and securely benefit your financial legacy. Create cash flow, avoid tax while securing associated deductions and protect assets.
S Corporation and LLC Evaluation
Business Structure Benefits
S Corp vs LLC
Tax Classification
S corporation versus C corporation versus LLC. How each is taxed and the advantages and disadvantages of each. Operate your entity with knowledge and confidence.
S Corporation and LLC Evaluation
Business Structure Benefits
S Corp vs LLC
Tax Classification
S corporation versus C corporation versus LLC. How each is taxed and the advantages and disadvantages of each. Operate your entity with knowledge and confidence.
Short-Term Rentals
Vacation Home Deductions
Rental Property Tax Strategies
Short-Term Rental Rules
Know the entertainment facility rules so your vacation home can become a tax deduction. Unique Tax Consequences & Opportunities
Short-Term Rentals
Vacation Home Deductions
Rental Property Tax Strategies
Short-Term Rental Rules
Know the entertainment facility rules so your vacation home can become a tax deduction. Unique Tax Consequences & Opportunities
College Saving Strategies
Do you have children or grandchildren you want to help save for college education expenses? Identify the most efficient method to grow a savings account tax-free to ensure a future college education. Learn the advantages and disadvantages of different IRS approved plans.
College Saving Strategies
Do you have children or grandchildren you want to help save for college education expenses? Identify the most efficient method to grow a savings account tax-free to ensure a future college education. Learn the advantages and disadvantages of different IRS approved plans.
Year-End Tax Strategies
Year-End Tax Planning
Charitable Donations
Tax-Advantaged Accounts
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. In-depth review.
Asset Protection for your personal residence
Home Asset Protection
TBE Strategies
Financial Safeguarding
Implement strategies like TBE, DAPTs, and stripping to protect your personal residence from potential risks. Ensure your home is safeguarded against financial threats.
Meals
Business Meal Deductions
Tax-Deductible Meals
Entertainment Expenses
Eliminate the word "friend" from your vocabulary. From now on, these people are sources of business, so start talking business and asking for referrals over meals and beverages. Correctly classify business meals that qualify for the 100 percent deduction rather than the 50 percent deduction.
Travel
Learn how to combine business and personal trips so that the personal side of your trip becomes part of your business deduction under the travel rules. Use the power of Dining & Travel Write-offs.
Charitable Remainder Trust
Tax-Efficient Giving
CRT Benefits
Estate Planning Tools
Do you have highly appreciated assets that you don’t want to sell because of high tax bills? Learn the Power of the Charitable Remainder Trust and how to secure life-time income, save taxes and securely benefit your financial legacy. Create cash flow, avoid tax while securing associated deductions and protect assets.
S Corporation and LLC Evaluation
Business Structure Benefits
S Corp vs LLC
Tax Classification
S corporation versus C corporation versus LLC. How each is taxed and the advantages and disadvantages of each. Operate your entity with knowledge and confidence.
Short-Term Rentals
Vacation Home Deductions
Rental Property Tax Strategies
Short-Term Rental Rules
Know the entertainment facility rules so your vacation home can become a tax deduction. Unique Tax Consequences & Opportunities
College Saving Strategies
Do you have children or grandchildren you want to help save for college education expenses? Identify the most efficient method to grow a savings account tax-free to ensure a future college education. Learn the advantages and disadvantages of different IRS approved plans.
Comprehensive Consultation – Trifecta Plan
Establish financial goals. Identify action items for asset protection, tax reduction strategies and estate planning needs. Transition from high tax bracket income to passive tax-free growth.
Tax Advisory FAQ
Frequently Asked
Questions
What are the benefits of engaging in year-round tax advisory services?
How does the Comprehensive Consultation – Trifecta Plan work, and what does it include?
How can tax advisory services help in maximizing deductions and growing wealth tax-free?
What is the process for becoming a tax advisory client, and what should I expect during the onboarding process?
Tax Advisory FAQ
Frequently Asked
Questions
What are the benefits of engaging in year-round tax advisory services?
How does the Comprehensive Consultation – Trifecta Plan work, and what does it include?
How can tax advisory services help in maximizing deductions and growing wealth tax-free?
What is the process for becoming a tax advisory client, and what should I expect during the onboarding process?
Tax Advisory FAQ
Frequently Asked
Questions
What are the benefits of engaging in year-round tax advisory services?
How does the Comprehensive Consultation – Trifecta Plan work, and what does it include?
How can tax advisory services help in maximizing deductions and growing wealth tax-free?
What is the process for becoming a tax advisory client, and what should I expect during the onboarding process?
Contact Us
Schedule a Tax Advisory Consultation Today.
Take control of your financial future with our expert tax advisory services. Schedule a consultation with Kent Steven Foltz, CPA, to discover how we can help you achieve your financial goals and maximize your tax benefits. Together, we can build a solid foundation for your financial success.
Contact Us
Schedule a Tax Advisory Consultation Today.
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.
Contact Us
Schedule a Tax Advisory Consultation Today.
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.
CPA Tax Solutions
Expert Guidance in Tax Strategies
Quick Links
© KSFA LLC 2024
Expert Guidance in Tax Strategies
Quick Links
© KSFA LLC 2024
Expert Guidance in
Tax Strategies
Quick Links
© KSFA LLC 2024
