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Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.


Guest Bios: Alan Clopine is the CEO & CFO of Pure Financial Advisors.  Alan has provided tax planning services for individuals, corporations and trusts for over 30 years while running multiple companies. His goal is to help clients create tax-efficient income streams that are sustainable in retirement. Alan is the co-host of Your Money, Your WealthSM, a financial talk radio show, heard weekly in San Diego on KFMB, and in Los Angeles/Orange County on KRLA. Alan received a Bachelor’s degree from the University of California, San Diego and received his CPA certification in 1984. He currently volunteers at St. Peters Episcopal Church with a primary focus on outreach activities in Mexico and Africa. Prior volunteer activities have included over ten years of coaching youth sports in baseball and soccer. Alan enjoys beach activities, his condo in Kauai, sports, golf, playing guitar and hanging with his family. Alan is married to Anne and has two sons, Robbie & Ryan.

As President, Joe Anderson has led Pure Financial Advisors to achieve over $1.5 billion in assets under management and has grown their client base to over 1,300. Joe is the firm’s advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management. In addition to training Pure’s advisors, Joe teaches over 50 retirement classes a year. Joe is co-host of Your Money, Your Wealth℠, a financial talk show consistently top rated radio show in San Diego’s financial market and launched the first Your Money, Your Wealth℠ television broadcast in 2014. Joe philanthropic activities include the American Heart Association’s Heart Ball. He’s a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker, enjoys playing golf, basketball and cheering for his alma mater, the Florida Gators.

URL: purefinancial.com

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Guest: Ed Lyon
Description: If avoiding tax mistakes and penalties while maximizing tax savings is your goal then Ed Lyon, author, consultant, and founder of Tax Strategies, has knowledge-based advice for you. Ed talks with host Jordan Goodman about tax mistakes, tax planning, tax strategies, tax reform and more. Lyon is a recognized authority on tax practices. He brings his humor, insights and experience to a top-level conversation about everything taxes. Listen to hear Lyon’s counsel about tax planning and the potential to trip audit flags, the difference between tax preparation and tax planning and the question almost everyone wants to hear: how to pay less in taxes.

Guest Bio: Ed Lyon is an authority on tax planning – an author, consultant, speaker, the co-founder of TaxCoach™ Software, and Chief Tax Strategist for Financial Gravity, a Dallas-based provider of Fractional Family Office services. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed is also the Chief Tax Strategist for Financial Gravity.  Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.

URL: www.financialgravity.com 

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