SAN DIEGO
12255 El Camino Real, Suite 125
San Diego, CA 92130
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858-771-9500
MURRIETA
25109 Jefferson Ave, Suite 205
Murrieta, CA 92562
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951-677-3960
Our planning fee pricing for income tax planning services is determined using a standardized matrix based on Net Worth, Income, and Meeting Frequency. This base planning fee price may be adjusted to account for increased complexity or the occurrence of a future income event. To project tax savings, we analyze prior year tax returns to determine their past tax liability to project out the following year’s tax liability. Based on facts collected and confirmed by the client, we then identify and evaluate applicable tax strategies and the estimated annual tax savings they would produce if implemented. The estimated annual tax savings are then divided by the annual engagement price proposed to/agreed to by the client to determine the multiple on estimated annual tax savings generated as it relates to the planning fees paid. Please note, these initial projections are preliminary and based on our current understanding of the client’s situation. Outcomes may vary based on client’s decisions or chosen course of action regarding the implementation of recommended strategies, their specific goals, and risk tolerance.
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Ep. 83 ING Trusts: How to Minimize State Income Taxes
The Power of an ING Trust: Reducing State Income Taxes For high-net-worth individuals living in high-tax states, state income taxes can be a significant financial burden. However, there is a way to lower these taxes without physically moving: an Incomplete Non-Grantor (ING) Trust. In episode 83 of Live Life Liberated, Centura Wealth Advisory’s Kyle Malmstrom […]
Ep. 82 The QPRT Strategy: How to Reduce Estate and Gift Taxes
When planning to pass wealth to future generations, minimizing estate and gift taxes is a key consideration. One strategy that offers significant tax advantages is the Qualified Personal Residence Trust (QPRT). In this episode of Live Life Liberated, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, and Samantha Lawrence, CFP®, discuss how the QPRT strategy works, its […]
Ep. 81 How to Achieve Tax Efficiency With Private Placement Life Insurance With Chris Hyman
Understanding Private Placement Life Insurance (PPLI) for High-Net-Worth Individuals For high-net-worth and ultra-high-net-worth individuals, protecting and growing wealth while minimizing taxes is a key priority. However, not all assets generate tax-efficient income, making tax planning strategies essential. One such strategy is Private Placement Life Insurance (PPLI), which offers tax efficiency, flexibility, and investment customization. In […]
Ep 71: Inside Centura’s Elite Advisor Collaboration Program
At Centura Wealth Advisory, we believe that collaboration is key to achieving financial success for their clients. In Episode 71 of our podcast, Live Life Liberated, we discussed our new program, the Elite Advisor Collaboration Program (EACP), which aims to help financial advisors achieve success by collaborating with other top-tier professionals. Collaborating for Success EACP […]
Ep. 70: Everything You Need to Know about Pass-Through Entities
Pass-through entities are a popular business structure for small business owners that allow profits and losses to pass through to the owners’ personal tax returns instead of being taxed at the corporate level. In Episode 70 of the Live Life Liberated podcast, Chuck Levun, a tax and business attorney with Levun, Goodman and Cohen, shares […]
Ep. 69:The Importance of Passion and Professional Help in Starting a Business
Starting a business can be both exciting and challenging. Many entrepreneurs start their businesses out of passion, hoping to create something new, solve a problem or fill a gap in the market. However, passion alone is not enough to ensure the success of a business. A range of skills, including effective communication, problem-solving, and financial […]