Horsesmouth

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Career & Vocational Counseling, Charities

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(888) 336-6884Visit WebsiteMap & Directions39 Broadway Fl 23New York, NY 10006 Write a Review

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Phone: (212) 343-8760

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Horsesmouth LLC

Horses' Mouth

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https://www.horsesmouth.com

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Career & Vocational Counseling, Charities

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Phone: (888) 336-6884

Address: 39 Broadway Fl 23, New York, NY 10006

Website: https://www.horsesmouth.com

Horsesmouth

Taxes

Tax Planning
Help Retirees Pay Lower Taxes by Developing a Retirement Tax Planning Strategy—They’ll Love You for It and Refer You!
Charitable Giving
HOLISTIPLAN allows advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client. The future of tax planning is here.
Estate Taxes
Tax Services
Savvy Tax Planning is the solution to this challenge. Your clients won’t normally get proactive tax planning like this from their CPA. Few accountants know how to do it and nearly all aren’t motivated to change their traditional, backward-looking tax preparation practices.
Roth IRA
My client does not have an IRA, but she does have a 401(k) at the company she works for. Can any of her 401(k) funds be converted to a Roth IRA?
Tax Deductions
Key #1: Tax deductions you’ve counted on in the past may have gone away or changed, so you’ll need to understand the impact of the new deduction rules. Start off by explaining the familiar deductions that have gone away and introduce the new “standard deduction” so people can get a feeling for the new approach to deductions.
Income Tax
With the Lifetime Learning Tax Credit, taxpayers can claim up to a $2,000 tax credit on their federal income tax return. The credit is per taxpayer, not per child, but it can be claimed for any number of years.

Investment

Investment Management
Wealth Management
"I've never done an extensive dive into an actual discovery meeting the way I did with the workshop, and it's really improved my conversion ratio with not only clients, but with prospects. And I highly, highly recommend the Discovery Workshop." —James McLoughlin, Girard Wealth Management Group, East Setauket, NY

Accounting

Accounting Services

Planning

Financial Planning
Get the financial planning skills, client tools, and (Finra-approved) marketing and education for more than 11 personal finance and practice management areas…
Retirement Planning
Deepen Your IRA Knowledge, Learn Advanced Strategies for Lifetime RMDs, Avoid Rollover Mistakes, and Build Your Retirement Planning Skills…
Annuities
“A 60-year-old prospect came to the office because his 73-year-old wife had just been diagnosed with cancer. He wanted to retire so he could stay home with her. He wanted us to develop an income plan which included his savings, her Social Security, his company pension and what he could expect at ages 62, 66, and 70 from his Social Security. The analysis showed he could retire immediately, but wait until age 70 to maximize his Social Security and have enough income until then from annuitizing two of his annuities.
Long Term Care
That’s why we’ve created the Savvy Long-Term Care Planning program and that's why we’re making “ The Family Guide to Caregiving ” available for all advisors to use. Your clients will appreciate your thoughtfulness in taking on this topic and steering them in the right direction as they a create caregiving plan for their families.
Asset Management
Hack-Proof Your Life Now! is available at a discount for bulk sales including advisors, wholesalers, branch and sales managers, asset management firms, broker/dealers, and other organizations.
College Funding
Horsesmouth offers a wide range of informative presentations on important topics covering Social Security, Medicare, IRAs, taxes, college funding, estate planning, cybersecurity, and more. There’s something for every advisor and target market, including CPAs. There are currently 30 presentations, with more added every year.
Reverse Mortgages

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