One-Fifth Financial Pay Less, Keep More, Give Much!
Lloyd Boucher The Tax Forensics Expert
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 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. Transforming the good into great is what Lloyd does!
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 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 is to integrate a variety of tax rules and regulations that enables every entrepreneur to Pay Less, Keep More, and Give Much.
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
Income tax and legacy planning
As an RICP®, Lloyd's zeal for every entrepreneur is to reduce (if not eliminate) dangers to retirement savings, guarantee a lifetime of predictable retirement income, and provide satisfactory funding of legacy goals.