Financial Advisors Network

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(714) 597-6510Call Visit WebsiteVisit Website Map & DirectionsDirections1432 Edinger Ave Ste 200Tustin, CA 92780 Write a ReviewWrite Review

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Mon - Fri:	8:30 am - 5:00 pm

Financial Advisors Network

Tax Planning
Communication and planning have always been essential when attempting to transfer wealth efficiently. Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be the case. We believe in proactive tax planning and waiting until the tail-end of these time-constrained rules could cost you. We like to be ahead of changes, especially when it comes to potentially major tax liability.

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More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (866) 526-7726
Payment method: amex, cash, discover, master card, visa, check
Neighborhood: Tustin
Other Link: https://financialadvisorsnetwork.net
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (714) 597-6510

Address: 1432 Edinger Ave Ste 200, Tustin, CA 92780

Website: https://financialadvisorsnetwork.net

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Financial Advisors Network

Tax Planning
Communication and planning have always been essential when attempting to transfer wealth efficiently. Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be the case. We believe in proactive tax planning and waiting until the tail-end of these time-constrained rules could cost you. We like to be ahead of changes, especially when it comes to potentially major tax liability.
Charitable Giving
Finalizing your year-end charitable giving (including donating to your favorite charities and benefit from knowing you are helping others).
Estate Taxes
Avoiding Probate
Tax Services
Financial Advisors Network Tax Planning Group (FANTPG) is a growing accounting firm that offers tax planning and tax preparation services to individuals, business entities, and trusts. Founded in 2023, FAN TPG is dedicated to providing quality service and expertise to its clients.
Roth IRA
As advisors, we get great satisfaction helping parents and grandparents contribute to their loved ones lives by properly gifting funds to a retirement account (if the loved one has earned income and qualifies). Most financial professionals can agree that consistently funding your retirement plans is a healthy activity. Funding retirement accounts (Traditional and Roth IRAs) at younger ages can increase your chances of a better funded and more comfortable financial situation at your retirement.
Tax Deductions
Income Tax
In the beginning, there were no income taxes or federal government. Newly organized individual colonies made ends meet by taxing a variety of things other than income, such as occupational taxes and excise taxes on specific goods. American history classrooms teach us that one of the original prompts for the United States Revolution was “taxation without representation.”
Tax Deferral
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 1/2 may result in a 10% IRS penalty tax in addition to current income tax. Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regard to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 1/2 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change. IRA’s and ROTH conversions require understanding of specific rules, for complete rules on IRA’s (including who qualifies), please visit www.IRS.GOV Publication 590a or consult with a qualified professional. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Capital Gains Taxes
The long-term capital gains tax is a tax on profits from the sale of an asset held for more than a year. The long-term capital gains tax rate is 0%, 15%, or 20% depending on your taxable income and filing status. They are generally lower than short-term capital gains tax rates.

Investment Management
In today’s ever-changing market, responsible investment management could not be more important. There are many choices that need to be made regarding investment options, all of which can have a drastic impact on your overall investment portfolio. Proper investment management is critical in ensuring that you get the best possible return while staying within your
Mutual Funds
“Reportable Securities” means all securities in which an Access Person has a beneficial interest except: (i) U.S. Government securities, (ii) money market instruments (e.g., bankers’ acceptances, bank certificates of deposit, commercial paper, repurchase agreements, and other high-quality short-term debt instruments), (iii) shares of money market funds, (iv) shares and holdings in open-end mutual funds (except affiliated mutual funds) and (iv) units of a unit investment trust (except affiliated unit investment trusts).
Bonds
Wealth Management
We take great care to understand our clients’ lifestyles, wishes, goals, and family dynamics. After we develop a thorough understanding, we construct a detailed plan that is specific to the wealth management and life goals of our clients.
Money Market Funds

Accounting Services
Payroll Services

Financial Planning
Have enough to retire? We focus on comprehensive financial planning through our Gold Medal Services to help you find out.
Retirement Planning
Successful retirement planning can help maximize the enjoyment of your retirement years. The choices you make today may determine how well you live during retirement. Proper preparation can help you experience your ideal retirement.
Annuities
Long Term Care
Determining how much insurance you actually need can be a difficult task, and it is definitely not something that you want to miscalculate. At Financial Advisors Network, Inc, we can help you with your insurance planning needs through: Life Insurance, Health Insurance, Long-Term Care Insurance, and Disability Insurance. We will provide the following...
Asset Management
When a client participates in these collateralized income-generating investments, they fund or purchase a borrower’s loan or portion of a loan, secured by real estate, and are entitled to interest payments for the duration of the loan. This investment vehicle can act as an alternative within the fixed income portion of a client’s asset allocation. FTDs generally increase portfolio diversification and can provide consistent and regular returns during volatile markets.
Living Trusts
Gifting Strategies
Before making any moves or decisions about your gifting strategy, please consult with us. It is critical to understand potential tax implications and ensure everyone involved in your estate plan, including your heirs, optimize and take advantage of the best strategies for your situation.
College Funding

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