Wayne Firebaugh Email & Phone Number

★ TaxCast to Help Financial Advisors, Tax Preparers, Public Accounting CPA’s & Health Insurance Brokers Make a Real Financial Difference for Your Clients ★ Tax Planning Made Simple™ ★ √ Are you a Financial Advisor (RIA), Tax Preparer, Public Accounting CPA, Life & Health Insurance Broker who wants to make a real financial difference? √ What would happen if you could illuminate for would-be-retirees the life transition from accumulation to distribution? Clients recognize that taxes affect the long-term performance of their portfolios. A recent survey by investment giant Orion indicated almost 80% of clients expect their advisors to provide some advice on taxes. The first problem? Advisors think CPAs are providing this advice. They are not! The second problem? Advisors don't think they CAN provide this advice or must provide it through some sort of tired spreadsheet look alike application. Offering another option, TaxCast is the world's easiest visual tax planning tool. We will show you how to make a real financial difference for your clients in an area they CAN control or at least understand but presently feel they cannot do either. ★ NEXT STEP ★ If you'd like to chat, please contact me at 888-482-9227, wayne@taxcastplan.com or schedule directly at https://outlook.office365.com/owa/calendar/TaxCast@taxcastplan.com/bookings/s/MM7SEJpRQEu2P_9Wagi_SA2 For more information visit www.taxcastplan.com ★ The TaxCast Tax Planning Made Simple™ ★ The process allows every advisor to construct multi-year visual tax plans with no advanced tax expertise. TaxCast resulted from a year-long collaboration between a CPA (and practicing Certified Financial Planner professional) and a software architect. ★ The Magic of TaxCast is the Proprietary Drag, Drop, Deduct™ Architecture ★ Drag a new transaction from the left menu OR drag an existing transaction from another year. Drop that transaction into the year it should appear. See if changing the timing of your client’s cash flows will allow them to Deduct amounts from their multi-year tax burden. ★ Benefits of My Experience ★ In my own practice, I have had approximately $4M of new assets under management committed over the last 9 months primarily because of using TaxCast. Clients understand my advice and act on it. ★ Specialties Include ★ Tax Planning, Tax Forecasts, Tax Reduction, Tax Planning Application, Tax Planning Software, Portfolio Tax Analysis, Tactical Tax Analysis, Roth Conversion Analysis

Listed skills include Project Management, Public Speaking, Strategic Planning, Banking, and 11 others.

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  University Of Virginia

  Commerce With A Concentration In Accounting