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Business Financial Consulting Winston Salem NC

See below for financial consultants in Winston Salem, NC that give access to business financial consulting, which includes advice on business financial health, business value check-ups, financial structure optimization, business cash flow analysis, as well as business competitive analysis, intangible asset value and business debt reconstructing.

Joe Boone
942 W. 4th Street 202
Winston Salem, NC
Years Experience
Years Experience: 8
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Pri

Data Provided by:
John Medwin
1120 Old Ridge Rd.
East Bend, NC
Company
Title: Retirement Specialist
Company: Medwin & Associates
Education
Gardner Webb University
Years Experience
Years Experience: 15
Service
Stock Market Alternative,Wealth Management,Life Insurance,Long-Term Health Care Planning,Estate Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Insurance & Risk Management Planning,Education Funding & Financial Aid Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning

Data Provided by:
Peter D'Arruda, RFC
1135 Kildaire Farm Road
Cary, NC
Company
Title: President & CEO
Company: Capital Financial Advisory Group. LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
UNC-Chapel Hill
Years Experience
Years Experience: 18
Service
Hourly Financial Planning Engagements,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Man

Data Provided by:
Joe Boone
942 W. 4th Street 202
Winston Salem, NC
Years Experience
Years Experience: 8
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Pri

Data Provided by:
Mr. Anthony W. March (RFC®), CEP, JD, MBA
(866) 962-1116
12324 Hampton Way Dr
Wake Forest, NC
Company
Wall Street Estate Planners
Qualifications
Education: Undergrad:University of North Carolina (Pembroke/School of Business)* Bachelor of Science Business Administration (focus Finance & Marketing). Graduate: Stafford University (UK)* MBA* JDMr. March holds the following designations and cert
Years of Experience: 14
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, CommOptions, CD Banking, Annuities, Life Insurance, Group Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Sharles Hayes
1920 Peale Terrace
Greensboro, NC
Company
Company: CLC Financial
Education
High Point University/ BS Degree/Business Economics
Years Experience
Years Experience: 9
Service
Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Long-Term Health Care Planning,Business Succession

Data Provided by:
Morgan Stanley
(800) 786-7860
380 Knollwood St. Suite 500
Winston-Salem, NC
 
Mr. Harvey Stephen Bailey (RFC®), CEP, CSA, LUTCF
(704) 563-6844
125 Floyd Smith Drive, Suite 250
Charlotte, NC
Company
HB Financial Resources, LTD
Qualifications
Education: Attended Embry Riddle Aeronautical University,Graduated from Southwood College. Was Financial services instructor for three years at Central Piedmont College.
Years of Experience: 37
Membership
IARFC, MDRT, NAPFA, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Collectable Coins , CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable F

Data Provided by:
Mr. Shane P. Snively (RFC®), MBA
(704) 644-8884
PO Box 395
Waxhaw, NC
Company
Abiding Wealth Advisors, LLC
Qualifications
Years of Experience: 11
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Harvey R. Alter (RFC®), CEP, CSA, MBA
(973) 265-2862
117 Shenandoah River Dr
Hertford, NC
Qualifications
Education: mba
Years of Experience: 33
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Data Provided by:

Maximizing Small Business Income Tax Deductions

Maximizing Small Business Income Tax Deductions

There is one paramount method of maximizing small business income tax deductions. This is to become an obsessive record keeper.

The real secret behind maximizing small business income tax deductions is to become very, very good at accounting and record keeping. The successful small businessman understands the importance of accounting for every dollar. When it comes to his income tax liability, this attention to detail will pay dividends.

There are many things involved in the running of a business that are fairly clear cut when it comes to considering them a legitimate expense. These expenses usually come with their own documentation in the forms of invoices or bills. It is the borderline items that will increase the profit of the business by reducing the income tax liability. These borderline items need to be faithfully documented. They are legitimate, legal deductions and you are entitled to them, but the IRS will not be overly trusting of your good intentions unless you are prepared to document them.

These borderline items include such things as travel expenses, business lunches, and the use of your private vehicle for business purposes. All of these are legitimate costs of doing business and therefore are business expenses that reduce your taxable profit, but unless you can document them, they will do you no good. The important thing is showing the business purpose of the expense. For example, if you entertain clients at a business lunch, business must be discussed. The documentation for this meeting must be more than the simple restaurant receipt, but also an accounting entry that explains the business purpose of the meeting.

In most cases, business expenses that total less than $75 do not need documentation. It is a good idea to ignore this limit and document everything. This serves two purposes. First, it gets you in the proper habit of saving documentation and recording details. This habit of comp...

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