Dear Professionals and Business Owners,

Income taxes often represent the most significant expense for families and businesses, and unfortunately, many taxpayers do not receive adequate tax advice on how to reduce their tax bills. As a result, they leave thousands of dollars on the table each year.

But what if I told you that you could embark on a magical journey with your loved ones, create cherished memories, experience exciting adventures, and save BIG on your taxes?

Yes, it’s possible, and with the guidance of our tax-saving experts, your family affair can become a tax-deductible extravaganza.

Imagine transforming your family trip into an incredible tax-saving adventure. We know how to show the IRS that your getaway has a primary business purpose without requiring you to spend your days in a board room. So, gather your loved ones, prepare to make memories, save money, and embark on a unique family adventure!

Let’s explore the possibilities and see how you can maximize tax deductions while enjoying quality time with your family:

1. Unleash the power of a family-oriented purpose: Ensure your trip has a primary business purpose. Attending family-oriented conferences, exploring potential business opportunities, networking with like-minded families, capturing content for promotional purposes, or conducting market research with your children as enthusiastic participants. The options are limitless and transform your family affair into a tax-deductible extravaganza!

2. Turn transportation expenses into deductions: Say goodbye to worrying about airfare, baggage fees, rental cars, or transportation services. You can deduct these costs, including mileage, if you’re driving. It’s like getting reimbursement for your journey to create unforgettable memories!

3. Turn transportation expenses into deductions: Say goodbye to worrying about airfare, baggage fees, rental cars, or transportation services. You can deduct these costs, including mileage, if you’re driving. It’s like getting reimbursement for your journey to create unforgettable memories!

4. Feast on delicious meals with tax savings: Indulge in culinary delights while benefiting from tax deductions. You can deduct meal expenses, with the IRS allowing for a 50% write-off. So, relish each bite without going overboard. It’s like having a financial advisor discreetly whispering, “Bon appétit!”

Now, you might be wondering how to keep the IRS happy while having all this family fun—the secret lies in meticulous record-keeping. We’ll guide you in documenting the agenda, taking the idea through the actions – every receipt, invoice, and family-oriented business activity, ensuring the IRS sees your sincere intention to combine family bonding with business purposes.

Why choose us for this incredible tax-saving adventure? We’re not your ordinary tax professionals or financial advisors. We’re experts at turning tax planning into an enjoyable experience. Our goal is to save you a bundle on your tax bill, giving you more resources to invest in creating magical memories with your family. We’ll make sure you’re the king or queen of tax deductions!

Please share this message with other families and let them enjoy the tax-saving fun. Gather your loved ones and call us today to unleash the power of tax deductions for your family affairs. Get ready to plan, bond, and pay fewer taxes. Let’s create lasting memories while keeping more money in your pockets.

We wish you and your family an incredible adventure filled with joy, love, and tax-saving triumphs!

Ready to take action? Click this unique link to schedule a Zoom call and discover how our proactive tax planning services can help you minimize taxes for professionals and business owners.

Not ready to act today? We know how life happens and gets in the way. When you are ready to spend more money on yourself and your family versus the IRS, set an appointment and learn how we support our clients in minimizing their tax bills.

Call us at 214-239-4700 or click to set up a ZOOM MEETING


Michael Tannery CPA CDFA® AIF® ● CEO
Registered Principal | Tannery & Company

 Be A Financial Olympian™

 The opinions expressed in this material are for general informational purposes only and are not a substitute for professional advice.  Individual circumstances do vary. Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as a RR. These matters should be discussed with your tax professional.

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