(480) 406-1975 jb@IntegrumWealthManagement.com
  • Privacy Policy
Integrum Wealth Management
  • Financial Planning
  • Tax Planning
  • Estate Planning
    • Estate Planning
    • Insurance Planning
  • Retirement Planning
    • Retirement Planning
    • Investment Planning
    • Education Planning
    • 401(k) Planning
  • Business Planning
    • Business Succession Planning
    • Business Exit Planning
    • 401(k) Planning
  • Articles
  • About
    • About
    • Philosophy
    • Contact
Select Page
NEW COVID-19 Self-Employment & Payroll Tax Credits

NEW COVID-19 Self-Employment & Payroll Tax Credits

by John Boyle, CFP®, EA, CTC, CEPA | Apr 13, 2020 | Business Planning, Tax Planning

Here’s some possible good news: Congress decided to give you significant relief with self-employment and payroll tax credits due to the COVID-19 pandemic. If you own a corporation or you’re self-employed, then self-employment tax and payroll taxes are likely two...
2019 Last-Minute Year-End Medical and Retirement Deductions

2019 Last-Minute Year-End Medical and Retirement Deductions

by John Boyle, CFP®, EA, CTC, CEPA | Nov 12, 2019 | Business Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning

When you get busy with your business, it’s easy to forget about your retirement accounts and medical coverages and plans. But year-end is approaching and now is the time to take action. Here are the six strategies that you can implement before the end of the year....
How to Deduct Medicare as an Expense

How to Deduct Medicare as an Expense

by John Boyle, CFP®, EA, CTC, CEPA | Mar 11, 2019 | Business Planning, Insurance Planning, Tax Planning

Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if … you have a high income, and you’re married and both you and your spouse are paying premiums.  Fortunately, the premiums can potentially help your tax...
IRS Clarifies Net Capital Gains In Final 199A Regulations

IRS Clarifies Net Capital Gains In Final 199A Regulations

by John Boyle, CFP®, EA, CTC, CEPA | Feb 18, 2019 | Business Planning, Investment Planning, Retirement Planning, Tax Planning

New tax code Section 199A can give you a tax deduction of up to 20 percent of your taxable income reduced by net capital gains. In new final regulations, the IRS has provided clarity on the capital gains component of the Section 199A tax deduction. The Section 199A...
Protecting the Value of Your Business: Buy-Sell Agreement Financial Planning

Protecting the Value of Your Business: Buy-Sell Agreement Financial Planning

by John Boyle, CFP®, EA, CTC, CEPA | Jun 17, 2018 | Business Planning, Estate Planning, Insurance Planning, Tax Planning

Most business partners have briefly reviewed their Buy-Sell Agreement while consulting with their attorney though I’ve found most of those attorney-client discussions tend to have been limited to quick-start legal provisions, which fall short of meeting their...
Next Entries »

Follow by Email

Enter your email address to follow my blog and receive new post notifications by email.

Join 4 other subscribers

Categories

  • Business Planning (11)
  • Education Planning (3)
  • Estate Planning (5)
  • Insurance Planning (4)
  • Investment Planning (7)
  • Retirement Planning (6)
  • Tax Planning (15)

Follow On Facebook

Follow On Facebook
  • Privacy Policy
© 2020 Integrum Wealth Management, LLC.
Neither Integrum Wealth Management, nor its representatives offer legal advice.
Securities and investment advisory services offered through Integrum Wealth Management, LLC.
Registration is not an endorsement of the firm by securities regulators
and does not mean the advisor has achieved a specific level of skill or ability.