The Qualified Business Income (QBI) deduction and related rules and guidance can be difficult to navigate. Also, there are several factors and issues that eligible business owners must consider. Additionally, to help make the analysis easier, we have created the “Am I Eligible For A Qualified Business Income (QBI) Deduction?” flowchart. It addresses some of […]
Read moreWhat I do & Who I do it for: I help real estate investors and small business owners permanently reduce taxes and grow wealth through a process called ‘zero tax advisory’, empowering them to more efficiently achieve—and surpass—their financial goals. Why I do it: Small business owners and real estate investors are overpaying their taxes […]
Read moreAs a business owner you have many options when establishing retirement plans. Several key factors, specific to each client’s unique situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart. You can use this guide […]
Read moreShore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.