The Tax Forensics Expert
What Lloyd seeks to do with his clients is transform the good into great!
Lloyd enjoys learning about people and how to best help them. He is a good problem solver and driven to thoroughly examine what needs to be revamped, revised, modified or fixed ~ a welcomed trusted advisor. He connects the dots for people, sharing insights and opening doors to opportunity. It is easy for him to see what the future will bring and easily map out a path to help accomplish long-term goals. He uses all the tools available to design orderly and detailed tactics, creating a picture of where we (our customers in collaboration with us) want to be and how we are going to get there.
Lloyd is an Enrolled Agent (EA)
Enrolled Agents are America's Tax Experts. EAs are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before the IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS.
As an EA, Lloyd's passion is to protect individuals and business owners from the government.
Lloyd is a Retirement Income Certified Professional®(RICP®)
RICP®s are America's Retirement Income Experts. RICP®s are experts in building integrated and comprehensive retirement income plans. Their key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources—whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy. RICP® is a groundbreaking retirement income planner certification awarded by The American College of Financial Services, a leading financial education institution founded in 1927 by the industry pioneer Solomon S. Huebner.
In developing a sustainable retirement income plan, RICP®s integrate best practices in the areas of
- Social Security Claiming,
- Evaluating and addressing risks faced in retirement,
- Choosing distributions from employer sponsored plans,
- Medicare and other health insurance choices,
- Planning for long-term care needs,
- Choosing appropriate housing, and
- Income tax and legacy planning
As an RICP®, Lloyd's zeal for individuals and business owners is to reduce dangers to retirement savings, guarantee a lifetime of predictable retirement income using fixed insurance products*, and provide satisfactory funding of legacy goals.
Lloyd is a National Social Security Advisor Certificate Holder
The NSSA certificate promotes advanced Social Security education providing Boucher with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income. NSSA advisors guide their clients through the many Social Security options that are available. They are uniquely qualified to help the growing numbers of baby boomers. The NSSA program is the gold standard in Social Security certification and training in the nation.
“What we do is transform retirement from good into great!” said Boucher. He is a retirement problem solver and driven to thoroughly examine what needs to be revamped, revised, modified, or fixed ~ a welcomed trusted advisor.
As a National Social Security Advisor Certificate Holder, Boucher safeguards individuals and business owners from outliving their retirement savings, maximize social security, and prepare for a generous legacy.
*Guarantees are dependent on the claims paying ability of the issuing company.