Tax Planning2018-10-02T17:31:52+00:00

Tax Strategies

Our tax strategist, Jeff Trapp, is available for tax planning, preparation, strategies, evaluation, and more. He is an Enrolled Agent, licensed by the IRS. He is located (part time) in our office with his headquarters in Temecula.

Jeff Trapp
949.528.3800
jeff@thetaxplanningpros.com
www.thetaxplanningpros.com

For over 10 years, Jeff Trapp has been helping clients save $10,000 – $100,000+ annually. He provides his clients with tax and wealth savings strategies, so that they can keep more of their hard-earned money. That way they can invest it back into their business, invest in retirement or real estate, save for their children’s college education, or perhaps splurge on that brand-new sports car.

Jeff is not like other accountants where he enters numbers into a spreadsheet and expects you to make the crucial decisions. Instead, he works alongside you throughout the year to help you get a handle on your tax and financial situation, so that you can go to bed each night knowing that you are in a profitable place, consistently growing, and knowing how much you will owe in taxes at the end of the year.

At the end of the day, Jeff knows that you are busy person and he wants you to focus your energy on what you love to do.

Call today for a free consultation. 949-528-3800

PLEASE NOTE: Jeff Trapp is not securities licensed and therefore cannot give advice on specific investments. Jeff Trapp is not associated with Newbridge Securities Corporation, Newbridge Financial Services Group, nor Gold Coast Financial Group. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. We make no representation as to the accuracy of information provided by these websites, as this information could change daily. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.

There are risks that should be considered and reviewed when evaluating any investment. The material in this website is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. The applicable offering documents, prospectus, or private placement memorandum (PPM) will be provided to each potential investor who has completed our investor questionnaire and meets the suitability standards required by law and our firm policies. We will provide you with the offering documents prior to investing. While this is a general disclaimer, the specific offering documents should be thoroughly read to fully understand all the implications and risks of any offering of securities to which it relates. Investing involves risk and there is no assurance that investment objectives of a program or offering will be achieved. Some of the investment types listed herein may be considered highly speculative, illiquid, and have high fees and costs. It is important to carefully consider all information listed in the relative prospectus or PPM – investment objectives, risks, charges, expenses, disclaimers, source of distributions, and any other factors to assist in making an informed decision. Please refer to the prospectus or private placement memorandum for specific program risks and suitability standards in your state. Please contact us for more Information.

Accredited Investor Definition: In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year. Source: U.S. Securities and Exchange Commission / Accredited Investors

Securities offered through Newbridge Securities Corporation, Member FINRA & SIPC and Investment Advisory services offered through Newbridge Financial Services Group Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 5200 Town Center Circle, Tower One, Suite 306, Boca Raton FL 33486 P: 954.334.3450 T: 877.447.9625 F: 954.489.2390.

Check the background of your broker, investment or financial advisor here:


http://brokercheck.finra.org/

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use.

This website should not be deemed as an offer or solicitation in states where the investment advisor representative is not registered to provide services. Specific recommendations can only be based on a review of client’s individual investment objectives and a client reviewing the corresponding offering documents. Prior performance is no guarantee of future results. Please consult a tax or legal professional for tax or legal advice.

Member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

COR Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million.

This coverage does not protect against loss of market value of securities.

For more information, please visit www.sipc.org or www.lloyds.com

Gold Coast Financial Group is not affiliated with Newbridge Securities Corporation or Newbridge Financial Services Group. Gold Coast Financial Group , Newbridge Securities Corporation, Newbridge Financial Service Group are not affiliated with any other entities listed on this site.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.

Copyright 2017 Scott S. Brooks, Gold Coast Financial Group. All rights reserved.