We Bring Good Things To Boston

Way back in 1889, the inventor Thomas Edison and the financier J.P. Morgan put their heads together to create the Edison General Electric Company. Just seven years later, it was one of the original twelve companies listed on the new Dow Jones Industrial Average. Today, GE is the fourth-largest company in the world. It’s the very model of a modern “multinational,” with 350,000 employees generating $150 billion in annual revenue from jet engines, financial services, clean energy, life sciences, appliances and lighting, and railroad equipment. Naturally, all that money sloshing around attracts the tax man’s attention. GE files literally thousands
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Money For Lunch – With Bert Martinez

Diane Gardner guest starred on the amazing podcast, Money for Lunch with Bert Martinez Tax planning is your best strategy for getting the tax benefits you deserve. If you are an existing entrepreneur or considering leaving your existing work to start-up a new business, then a tax coach can help. They provide information on which types of entities provide which types of tax benefits, which expenses you should be writing off and how to set-up retirement and health savings plans.
Read More

Spinning Garbage Into Gold

Centuries ago, medieval alchemists used all the technology at their disposal to try to transform base elements like lead into precious substances like gold. Occasionally they even succeeded! Alas, in most cases, transmutations that seemed too good to be true turned out to be just that, and alchemists who tried to pass off their fools’ gold as the real thing could count themselves lucky if jail was all they got. Today, a new breed of financial alchemists use all the resources at their disposal to turn ordinary financial transactions into tax-advantaged gold. Occasionally they, too, even succeed! But alas, in
Read More

Are You Missing Out On Tax Relief?

Diane Gardner guest starred on the amazing podcast, Working Parents Lawyer Click Here To Listen Tax planning is your best strategy for getting the tax benefits you deserve. If you are an existing entrepreneur or considering leaving your existing work to start-up a new business, then a tax coach can help. They provide information on which types of entities provide which types of tax benefits, which expenses you should be writing off and how to set-up retirement and health savings plans. Our guest, Diane Gardner, has authored several bestselling books, works as a tax coach in her own practice and
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Golf Course Owners Go for the Green

Golf courses may be some of the most beautiful manmade environments on earth. Millions of Americans actually hate the game itself, but tolerate topping their drives, shanking their wedges, and losing $2 Nassau bets by missing three-foot putts just because they get to do it all on a golf course. But while most of us can appreciate the serene beauty of the links, that lush green doesn’t always translate into financial gold. (As Rodney Dangerfield told us in Caddyshack, golf courses and cemeteries are the two biggest wastes of prime real estate.) A “conservation easement” is a gift of a
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The Lifetime Spend of a Client

Diane Gardner guest starred on the amazing podcast, The Smart Franchise Marketing with Caroline Balinska. Click Here To Listen In this episode Diane covers topics including customer experience, the lifetime spend of a client and niching your business. Diane’s expertise lies in the area of tax planning. Her goal is to make sure successful entrepreneurs across the United States are paying the least amount of income tax they can legally pay. As a tax coach, she offers a FREE tax analysis for those interested in finding out if they are overpaying their income taxes.
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The Rich Are Different

Back in the Gilded Age, an ambitious social climber and noted toady named Ward McAllister coined the phrase “the Four Hundred,” named for the number of people that Manhattan heiress Caroline Astor could fit in her Fifth Avenue ballroom. In 1982, Forbes magazine borrowed that same number for their annual “Forbes 400” list of the richest Americans. Ten years later, our friends at the IRS borrowed it again for their annual report on America’s top earners. And while the IRS doesn’t give us the names we really want (or tell us which ones are currently single), it’s an insightful look
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We Bring Good Things To Boston

Way back in 1889, the inventor Thomas Edison and the financier J.P. Morgan put their heads together to create the Edison General Electric Company. Just seven years later, it was one of the original twelve companies listed on the new Dow Jones Industrial Average. Today, GE is the fourth-largest company in the world. It’s the very model of a modern “multinational,” with 350,000 employees generating $150 billion in annual revenue from jet engines, financial services, clean energy, life sciences, appliances and lighting, and railroad equipment. Naturally, all that money sloshing around attracts the tax man’s attention. GE files literally thousands
Read More

Money For Lunch – With Bert Martinez

Diane Gardner guest starred on the amazing podcast, Money for Lunch with Bert Martinez Tax planning is your best strategy for getting the tax benefits you deserve. If you are an existing entrepreneur or considering leaving your existing work to start-up a new business, then a tax coach can help. They provide information on which types of entities provide which types of tax benefits, which expenses you should be writing off and how to set-up retirement and health savings plans.
Read More

Spinning Garbage Into Gold

Centuries ago, medieval alchemists used all the technology at their disposal to try to transform base elements like lead into precious substances like gold. Occasionally they even succeeded! Alas, in most cases, transmutations that seemed too good to be true turned out to be just that, and alchemists who tried to pass off their fools’ gold as the real thing could count themselves lucky if jail was all they got. Today, a new breed of financial alchemists use all the resources at their disposal to turn ordinary financial transactions into tax-advantaged gold. Occasionally they, too, even succeed! But alas, in
Read More

Are You Missing Out On Tax Relief?

Diane Gardner guest starred on the amazing podcast, Working Parents Lawyer Click Here To Listen Tax planning is your best strategy for getting the tax benefits you deserve. If you are an existing entrepreneur or considering leaving your existing work to start-up a new business, then a tax coach can help. They provide information on which types of entities provide which types of tax benefits, which expenses you should be writing off and how to set-up retirement and health savings plans. Our guest, Diane Gardner, has authored several bestselling books, works as a tax coach in her own practice and
Read More

Golf Course Owners Go for the Green

Golf courses may be some of the most beautiful manmade environments on earth. Millions of Americans actually hate the game itself, but tolerate topping their drives, shanking their wedges, and losing $2 Nassau bets by missing three-foot putts just because they get to do it all on a golf course. But while most of us can appreciate the serene beauty of the links, that lush green doesn’t always translate into financial gold. (As Rodney Dangerfield told us in Caddyshack, golf courses and cemeteries are the two biggest wastes of prime real estate.) A “conservation easement” is a gift of a
Read More

The Lifetime Spend of a Client

Diane Gardner guest starred on the amazing podcast, The Smart Franchise Marketing with Caroline Balinska. Click Here To Listen In this episode Diane covers topics including customer experience, the lifetime spend of a client and niching your business. Diane’s expertise lies in the area of tax planning. Her goal is to make sure successful entrepreneurs across the United States are paying the least amount of income tax they can legally pay. As a tax coach, she offers a FREE tax analysis for those interested in finding out if they are overpaying their income taxes.
Read More

The Rich Are Different

Back in the Gilded Age, an ambitious social climber and noted toady named Ward McAllister coined the phrase “the Four Hundred,” named for the number of people that Manhattan heiress Caroline Astor could fit in her Fifth Avenue ballroom. In 1982, Forbes magazine borrowed that same number for their annual “Forbes 400” list of the richest Americans. Ten years later, our friends at the IRS borrowed it again for their annual report on America’s top earners. And while the IRS doesn’t give us the names we really want (or tell us which ones are currently single), it’s an insightful look
Read More

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