Sabina Pan

November 17, 2022

financial planning, financial security, Money Smart, tax smart, tax strategy

(Medical) Premium Tax Credit

Sabina Pan

November 17, 2022

financial planning, financial security, Money Smart, tax smart, tax strategy

Thanks to new regulations adopted by the IRS in October 2022, more individuals are eligible to receive subsidies for purchasing health insurance through government health insurance exchanges starting in 2023. Here are some examples:

Sabina Pan

November 17, 2022

financial planning, tax smart, tax strategy, Money Smart

Inflation Reduction Act

Sabina Pan

November 17, 2022

financial planning, tax smart, tax strategy, Money Smart

As you know, the Inflation Reduction Act was signed into law.

Several tax and health care benefits contained in the bill may positively impact your family and/or business.

Here are the highlights:

Sabina Pan

November 17, 2022

Money Smart, tax strategy, tax smart

Understand How the IRS Contacts Taxpayers & How to Identify Field Employee

Sabina Pan

November 17, 2022

Money Smart, tax strategy, tax smart

With continuing phone and in-person scams across the country, the IRS wants to help tax professionals understand how and why agency representatives may contact taxpayers. Check out this IRS tax sheet to help educate yourself.

Sabina Pan

March 24, 2022

ebook, financial planning, financial security, tax smart, tax strategy

Are Tax Changes Coming?

Sabina Pan

March 24, 2022

ebook, financial planning, financial security, tax smart, tax strategy

Tax laws may be changing! n our eBook Are Tax Changes Coming? We’ll take you through some of the potential changes ahead for taxes and ask you the question.

Sabina Pan

March 17, 2022

ebook, estate planning, financial planning, financial security, tax smart, tax strategy

Retirement Questions for Educators

Sabina Pan

March 17, 2022

ebook, estate planning, financial planning, financial security, tax smart, tax strategy

As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This eBook addresses common questions and offers strategies to help you plan for a comfortable retirement.

Sabina Pan

March 10, 2022

ebook, estate planning, financial planning, financial security, tax smart, tax strategy

Preparing for a Satisfying Retirement

Sabina Pan

March 10, 2022

ebook, estate planning, financial planning, financial security, tax smart, tax strategy

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this eBook to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.

Sabina Pan

March 3, 2022

business, finance 101, financial planning, tax smart, tax strategy, small business

Estate Plan & Qualified Small Business Stocks

Sabina Pan

March 3, 2022

business, finance 101, financial planning, tax smart, tax strategy, small business

With changes in tax rates on the horizon, proactive planning is recommended to mitigate the potential impact of higher taxes. Check out our tax-efficient strategies.

Sabina Pan

March 3, 2022

estate planning, financial planning, financial security, tax strategy, ebook

Planning a More Secure Future for Your Child with Special Needs: A Guide for Parents and Guardians

Sabina Pan

March 3, 2022

estate planning, financial planning, financial security, tax strategy, ebook

Every family is different, and each of us must create financial strategies with our particular circumstances in mind. Download our eBook Planning a More Secure Future for Your Child with Special Needs: A Guide for Parents and Guardians below, to help you with these considerations.

Sabina Pan

February 24, 2022

business, financial planning, financial security, tax smart, tax strategy

Why Smart Entrepreneurs Need Tax-Smart Financial Advisors

Sabina Pan

February 24, 2022

business, financial planning, financial security, tax smart, tax strategy

The world of money has gotten exponentially more complicated in recent years. There are now almost twice as many mutual funds and other packaged investments than there are stocks to put in them - that’s why Smart Entrepreneurs Need Tax-Smart Financial Advisors.

Sabina Pan

October 13, 2021

finance 101, financial planning, small business, tax smart, tax strategy, video

Video - Be Sure to Place or Maintain Sell-Stop Orders on Your Stock and ETF Holdings

Sabina Pan

October 13, 2021

finance 101, financial planning, small business, tax smart, tax strategy, video

It’s is always a part of Sabina's strategy, but it’s even more important now. Sabina urges you to place sell-stops on your holdings now if you haven’t already done so. Here’s why:

Sabina Pan

October 11, 2021

finance 101, financial planning, small business, tax smart, tax strategy

Be Sure to Place or Maintain Sell-Stop Orders on Your Stock and ETF Holdings

Sabina Pan

October 11, 2021

finance 101, financial planning, small business, tax smart, tax strategy

It’s is always a part of my strategy, but it’s even more important now - I urge you to place sell-stops on your holdings now if you haven’t already done so. Here’s why:

Sabina Pan

September 17, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy, video

Video - What to Do if You Get Audited by the IRS

Sabina Pan

September 17, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy, video

Being on the receiving end of an IRS audit is not as prevalent as you might think. But what if you get an actual audit letter? Let Sabina take you through how to handle it.

Sabina Pan

September 16, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy

What to Do if You Get Audited by the IRS

Sabina Pan

September 16, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy

Being on the receiving end of an IRS audit is not as prevalent as you might think. But what if you get an actual audit letter? Here’s how to handle it:

Sabina Pan

September 15, 2021

financial security, tax smart, tax strategy, finance 101, family, video

Video - 7 Deadly Retirement Disasters to Avoid at All Costs

Sabina Pan

September 15, 2021

financial security, tax smart, tax strategy, finance 101, family, video

Nearly half of boomers are “at-risk” of not having enough income in retirement. Let Sabina take you through 7 of the biggest retirement planning disasters most people make and how to avoid them.

Sabina Pan

September 14, 2021

financial security, tax smart, tax strategy, finance 101, family

7 Deadly Retirement Disasters to Avoid at All Costs

Sabina Pan

September 14, 2021

financial security, tax smart, tax strategy, finance 101, family

Nearly half the boomers are “at-risk” of not having enough income in retirement. Here are 7 of the biggest retirement planning disasters most people make and how to avoid them.