Encouragement from Dennis Bays

As a successful business owner, you know that innovation comes with risk—and sometimes, projects don’t pan out as planned. The good news? The R&D Tax Credit is designed to reward the effort of innovation, not just the outcome. Even if your energy-saving idea didn’t work, you may still qualify for valuable tax incentives and other funding programs to boost your cash flow for your next big project.

1. R&D Tax Credit: You Don’t Need a “Win” to Benefit

The R&D Tax Credit is available to businesses that invest in developing new or improved products, processes, or technologies—even if those projects fail in testing. What matters is that your activities meet the IRS’s four-part test:

• Aimed at improving a business component
• Based on hard sciences or engineering
• Intended to resolve technical uncertainty
• Involving a process of experimentation

You can claim the credit for qualified expenses even if the project didn’t result in a commercial product or process.

2. How to Claim Credits for Past R&D Expenses

If you incurred eligible R&D expenses in previous years, you may still be able to claim the credit retroactively by filing an amended tax return. Here’s how:

Don’t Leave Money on the Table:

We help entrepreneurs claim credits for current expenses, but also for past work they put in on a project. Unfortunately, we also regularly speak with businesspeople who miss out on R&D tax credits because when they don’t realize what can be included.  Americore Group has a team who comb through information and records to determine the maximum fair credits a business can claim.

Recent Tax Credit Change:

The White House administration has made it easier to claim the credit for past years by allowing immediate expensing of domestic R&D costs (no more five-year amortization for U.S. projects), and by providing a special retroactive election for small businesses to apply this rule to 2022–2024 expenses. The deadline for this retroactive election is July 4, 2026.

3. What’s New Under the Current Administration

• Immediate Expensing Restored: You can now deduct domestic R&D costs in the year they’re incurred, rather than spreading them over five years.
• Catch-Up Deductions: If you previously had to capitalize R&D costs, you can deduct the remaining balance in 2025 (or split between 2025 and 2026).
• Retroactive Relief for Small Businesses: If your average annual gross receipts were $31 million or less (2022–2024), you can amend past returns to claim immediate expensing for those years.
• Updated IRS Forms: The IRS has revised Form 6765, requiring more detailed project-level information starting with 2026 tax returns (optional for 2025).
• Payroll Tax Offset: If you’re a qualified small business, you can use up to $500,000 of your credit per year to offset payroll taxes, improving cash flow even if you’re not profitable yet.

4. Alternative Programs to Enhance Cash Flow

If you’re looking for additional ways to fund your new energy-saving project, consider these options:

• SBIR/STTR Grants: Federal programs that provide non-dilutive funding for innovative R&D, including energy efficiency projects. The Department of Energy is a major participant.
• DOE Grants and Loans: The Department of Energy offers grants, technical assistance, and commercialization support for energy-saving technologies.
• SBA Loans: The Small Business Administration’s 7(a), 504, and microloan programs can provide working capital or equipment financing.
• State Incentives: Many states offer grants, tax credits, and low-interest loans for energy projects.
• Private Funding: Green banks, impact investors, and venture capital may be available for projects with strong commercialization potential.

Most of these programs do not disqualify you for having a previous project that didn’t succeed. They focus on the potential of your new idea and your commitment to innovation.

5. Summary Table: Key R&D Tax Credit and Funding Updates

Final Thoughts

Even if your last R&D project didn’t succeed, you have powerful tools at your disposal to enhance cash flow and fund your next venture. The R&D Tax Credit, especially with recent rule changes, can provide immediate and retroactive benefits. Combine this with grants, loans, and state incentives, and you’ll be well-positioned to pursue your next big idea.

Stay optimistic. Innovation is a journey, and every step (even the setbacks) can lead to new opportunities for growth Falcon Wealth Advisors*

The problem? Without the right advisors — including tax attorneys, CPAs, and strategic financial consultants — tax planning can become a maze of missed deductions, overpaid liabilities, and compliance risks.

At AmeriCore, we specialize in connecting clients to a trusted CPA network and tax attorney consulting team that collaborates on every aspect of your financial picture. Together, we help you minimize liabilities, maximize returns, and position yourself for long-term success.

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Why Complex Tax Strategies Require Specialized Expertise

The U.S. tax code spans over 6,500 pages, with thousands of additional pages in regulations, IRS rulings, and state-specific laws. For individuals and businesses with diverse income streams or complex holdings, the standard approach to tax preparation isn’t enough.

You may need a specialized strategy if you:

• Own a business with multiple revenue streams or operate in more than one state
• Receive stock options, RSUs, or significant investment income
• Have large charitable giving or philanthropic activities
• Hold international assets or conduct cross-border business
• Anticipate major capital gains events (real estate sales, asset liquidation, mergers)

Without targeted planning, these scenarios can lead to overpayment of taxes, audit exposure, and missed legal opportunities for savings.

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AmeriCore’s Three-Pillar Approach to Advanced Tax Planning

Our proven process is built on three core pillars:

1. Comprehensive Review & Tax Stress Point Identification

Before building a plan, we conduct a deep-dive review of past returns, current structures, and income sources. This allows us to pinpoint “tax stress points” — areas where liabilities are higher than they need to be.

Example stress points include:

• Inefficient entity structure for business operations
• Misaligned investment and tax strategies
• Underutilized retirement and deferred compensation plans

2. Collaborative Planning with CPAs and Tax Attorneys

Unlike firms that work in silos, AmeriCore coordinates CPA expertise with tax attorney oversight to ensure every strategy is legally sound and financially optimized.

Our CPA partners:

• Identify deductions, credits, and exemptions
• Provide accurate reporting and ensure IRS compliance

Our tax attorney partners:

• Structure transactions for maximum protection
• Represent clients in complex tax disputes or audits
• Advice on trust, estate, and entity structuring

By combining these perspectives, we create strategic tax solutions that address both the legal and financial dimensions of your plan.

3. Ongoing Strategy Monitoring & Adjustment

Tax planning isn’t a set-and-forget process. Regulations, market conditions, and personal circumstances change, which means your strategy must evolve as well.

We review your plan quarterly to understand:

• Capture new tax-saving opportunities
• Adjust to legislative changes
• Align with shifts in your income, investments, or goals

IRS Business/Entrepreneur Credits & Deductions

Case Study: Saving $250,000 in Capital Gains Taxes

A commercial real estate investor came to AmeriCore after years of paying steep capital gains taxes. By restructuring their business entity, timing asset sales strategically, and leveraging 1031 exchanges, we helped them:

• Reduce taxable income by $250,000 over three years
• Defer additional gains for reinvestment
• Integrate retirement contributions for further liability reduction

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When to Engage AmeriCore for Tax Strategy Support

You should consider working with us if you:

• Anticipate a major life or business change (sales, acquisition, expansion)
• Have investments with significant unrealized gains
• Feel your current CPA or preparer isn’t proactively saving you money
• Want a long-term, integrated approach to tax, investment, and business planning

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The AmeriCore Advantage

What makes AmeriCore different is our network-driven, client-first model. We don’t just prepare returns — we engineer financial strategies by tapping into an elite circle of CPAs, tax attorneys, and financial experts. Our goal is to help clients retain more of what they earn while staying ahead of tax law changes.

Final Thoughts & Next Steps

Your tax plan should be working as hard as you are. With the right advisors in place, you can transform taxes from a yearly burden into a powerful financial tool.

Contact AmeriCore today to schedule your confidential tax strategy consultation and learn how our CPA network and tax attorney consulting can help you minimize liabilities and maximize returns.

If your fund has been depleted recently due to unforeseen circumstances, now is the time to rebuild it. Here are six practical ways to help you restore your emergency fund without putting undue strain on your current budget.

1.Check your Buffer or Emergency Fund

Take a moment to look at your emergency fund balance and compare it to your cost of living at your current level. An emergency buffer should have between three and six months built up as a minimum to cover a wide variety of possible events. Next

2. Set a Clear Goal 

Before you start saving, determine how much you need in your emergency fund. Normally, people aim for three to six months’ worth of living expenses but look at your own circumstances. If you’re in a higher-risk situation—for instance, self-employed or in a volatile industry—you may need a buffer closer to nine months’ worth. Setting a specific target ensures you know exactly what you’re working toward, which can keep you motivated throughout the process.

3.Automate Your Savings

One of the easiest ways to rebuild your emergency fund is to automate contributions. Set up an automatic transfer from your checking account to a high-yield savings account each time you get paid or at fixed intervals. Even small, consistent contributions add up over time. For example, transferring $100 each 2 week pay period will result in $2,400 saved after two years. Automation ensures that saving becomes a non-negotiable part of your financial routine.

4. Cut Back Temporarily on Non-Essential Spending

Consider reviewing your discretionary expenses and identifying areas where you can cut back for a few months. You can reduce dining out, subscription services, or luxury purchases without significantly affecting your quality of life. Redirecting this money toward your emergency fund can accelerate your progress. For instance, skipping a $40 weekly restaurant visit could free up $160 per month to contribute toward your savings.

5. Channel Unexpected Income Into Savings

Bonuses, tax refunds, or side hustle earnings are excellent opportunities to give your emergency fund a boost. Instead of using these windfalls for splurges, commit to putting them directly into your savings. Professionals often underestimate how much “found money” they receive over the course of a year; channeling these funds strategically can make a significant difference.

6. Sell Unused Items

Take stock of items you no longer need or use. From electronics to clothing, selling unused possessions can provide an immediate cash influx for your fund. Platforms like eBay, Poshmark, or Facebook Marketplace make it easy to turn clutter into savings. This approach not only builds your buffer fund but also streamlines your living or work space. It’s a win-win!

Food for Thought

Your emergency fund is the financial safety net that provides peace of mind in uncertain times. If it’s been depleted, don’t panic—start with small, actionable steps like the ones above to replenish it. Even as a busy professional, setting aside time to prioritize this aspect of your financial health is invaluable.

Remember, emergencies don’t come with warnings. By taking proactive measures today, you’ll ensure you’re prepared for whatever challenges tomorrow may bring.

Bonus Thought: Get rewarded for your good behavior.

Americore regularly helps clients analyze and improve their financial situation. We enhance wealth growth and protection through a wide range of underutilized programs the government wants Americans to use. Whether due to confusion over how to complete the application or obscurity of the program, we can help  your team to decipher and correctly apply.

Build a Strong Brand Presence

Establishing a robust brand presence is crucial for attracting customers during the holiday season. Businesses should invest in marketing efforts that resonate with their target audience. This includes maintaining an active social media presence, engaging in community events, and taking part in local partnerships. The more visible and relatable a brand is, the more likely it will attract customers during the Thanksgiving and Black Friday shopping sprees.

Learn and Understand Customer Preferences

Year-round market research is essential for understanding customer preferences and shopping behaviors. Businesses can use surveys, feedback forms, and social media interactions to gather insights into what their customers want. By knowing which products are popular, businesses can tailor their inventory to meet those demands, ensuring that they have the right items available when Black Friday arrives.

Optimize Inventory Management

Effective inventory management is key to ensuring that businesses can meet demand during the Thanksgiving and Black Friday rush. Companies should continuously analyze sales data to forecast trends and adjust their inventory levels accordingly. Maintaining a lean inventory throughout the year helps reduce waste and ensures that popular items are in stock when demand spikes. Moreover, businesses can take advantage of off-season sales to restock their inventory at a lower cost.

Enhance Customer Experience

A positive customer experience can lead to repeat business and increased sales. Companies should focus on improving their customer service, both online and in-store. This can include training staff to provide excellent service, streamlining the checkout process, and ensuring that the website is user-friendly. Creating a seamless shopping experience will encourage customers to return, especially during the busy Thanksgiving and Black Friday period.

Implement Loyalty Programs

Loyalty programs are effective tools for encouraging repeat business and increasing customer retention. By offering rewards, discounts, or exclusive access to sales for loyal customers, businesses can build a solid customer base that will be more likely to shop during the holiday season. Promoting these programs year-round keeps customers engaged and excited about upcoming sales, particularly around Thanksgiving and Black Friday.

Plan Promotions in Advance

Planning promotions and sales in advance allows businesses to generate buzz and anticipation leading up to Black Friday. Companies should consider launching sneak peeks or pre-Black Friday sales to gauge customer interest and encourage early shopping. Additionally, promoting these sales through email marketing and social media can create excitement and drive traffic to the store or website.

Utilize Data Analytics

Data analytics can provide valuable insights into customer behavior and sales trends. Businesses should leverage data to analyze previous years’ performances during the Thanksgiving and Black Friday periods. Understanding what worked and what didn’t, can help refine strategies for the upcoming holiday season. By using data to inform decisions, businesses can better align their efforts with customer expectations.

Reach Your Goal of In the Black by Black Friday

Preparing to be in the black by Black Friday requires a comprehensive approach that starts long before the holiday season. By building a strong brand presence, understanding customer preferences, optimizing inventory, enhancing customer experience, implementing loyalty programs, planning promotions, and using data analytics, businesses can position themselves for success. As Thanksgiving approaches, those who have laid the groundwork will be well-equipped to thrive during one of the busiest shopping days of the year. Embracing these strategies year-round ensures that businesses not only survive but also flourish in the competitive retail landscape. Contact us to discuss ways we can help even now, to reduce your tax bill and enhance your cash flow.

The Secret to Accessing the Right Financial Programs

Through years of research and experience, we’ve discovered successful foundations lie in the strategic utilization of tailored financial programs. We take the time to understand the program details, for a tailored match that meets our client’s unique needs. This applies to businesses from startups seeking capital infusion to established enterprises seeking growth or optimization of working capital. In each situation, our “BlueApple” financial programs can serve as a catalyst for progress.

We can place clients in programs from government incentive programs to specialized asset-based financing and investment solutions.  In fact, we make sure our clients enjoy access to a comprehensive suite of financial resources. The true differentiator of how to succeed in business lies in the expertise that we apply to the implementation of several financial programs.

Overcoming Complex Qualifiers on Applications

As financial professionals, we are driven to bring a wealth of experience, insight, and strategic acumen to the table. So go ahead. Tap into our expertise, to gain a competitive edge and navigate the complexities of the financial landscape with confidence. We help businesses gain access to the programs meant for their businesses. From growth funding to investment strategies and financial planning, our experts are committed to providing businesses with the guidance and support they need to thrive.

Solutions for Success

To succeed in business by leveraging our financial programs and expertise, businesses must embrace a proactive and collaborative approach. It begins with a thorough understanding of their unique financial requirements, growth objectives, and risk appetite. By engaging with our team, businesses benefit from customized financial solutions aligned with their long-term vision and growth trajectory. Our commitment to fostering enduring partnerships ensures that businesses have a trusted ally in their pursuit of success, allowing them to leverage our expertise as a force multiplier for their ambitions.

We Are Informed on Current Trends and Regulations

Moreover, our dedication to staying abreast of financial innovation and industry best practices equips businesses with a competitive advantage. By providing access to innovative financial program resources, alternative financing options, and strategic insights, we empower businesses to stay ahead of the curve. We proactively monitor market trends, regulatory developments, and emerging financial instruments regularly. We do this to give our clients access to the most relevant, effective financial tools to drive their businesses forward.

Understanding the Choices

The answer to how to succeed in business doesn’t lie merely in accessing financial programs.  It lies in understanding how to choose and leverage them strategically to unlock potential. By partnering with us, businesses gain more than just financial resources. Those businesses gain a trusted advisor, a strategic ally, and a catalyst for growth. Leveraging our financial programs and expertise enables

Blue Apples

Dennis Bays, and his team of Americore professionals have decades of experience.  During those years, they became incredibly familiar with “Blue Apple” program details.  These are the details that most advisors and individuals miss at first glance.  Americore saw the value in familiarizing themselves with how the programs can free up or improve their clients’ financial position.  Ask your Americore professional about incentives, and he might tell you about an incentivized health care plan. Which program he discusses with you will be based on knowing your situation and which program would benefit you most. 

Let’s face it, employees today are very concerned about healthcare coverage.  To attract great workers, employers funnel an inordinate amount of money into covering their employees with a good, but “affordable” healthcare plan. Americore that healthcare plans for employees can pay employers when implemented.  Imagine actually getting paid while your employees get the care they want and need.  Americore loves a win-win situation and sought programs that offer beneficial situations like this.

Employee Retention

We have survived the great recession, but that doesn’t mean employee retention isn’t a priority.  Motley Fools at fool.com reminds us that hiring replacement employees is expensive. Glassdoor states it costs on average, $4000 to hire a new employee, but that doesn’t include training. In the medical field, costs can run up to six figures to hire and train.  At Americore, we offer consulting services that can help guide you with employee retention.  We start by helping you make you find the right candidates.  We can guide you to best onboarding practices.  And once you have the right people, we can connect you to incentive programs that offset your employee recognition and appreciation costs.  Perks we suggest are another way you communicate to your employees that you appreciate them.  Employees that feel appreciated are more likely to stay.

Growth Funding

It may surprise some to learn that many businesses flourished during and after the lockdown in spite of continuing supply chain issues.  Business models continue to change now and into the future.  Regardless of ongoing recession and inflation many businesses are thriving.  This especially applies to businesses with a strong online presence, that offer robust online consumer experiences.  The lockdown sped up online consumer buying trends that were already shifting. In answer, Americore has been connecting clients to growth funding programs that facilitate change necessary for accessing opportunities in 2023 and beyond.

Employee Telemedicine

This is another fairly recent evolution in employee care.  It reduces the spread of COVID19 and other infectious diseases, as well as employee down time.  Instead of taking a whole day off to visit a doctor, an employee can login to a session to real time medical care by licensed, qualified medical professionals. 

Rebates

Since 2017 Florida’s economic development officials attracted businesses to the sunshine state by offering more incentives.  Florida officials were especially frustrated after the space Command headquarters went to Alabama after incentives were cut.  What followed was the Qualified Tax Incentive program offering tax rebates to targeted industries.  The QTI program offered tax refunds ranging from $3,000 to twice that in rural counties. 

Another job creation program, known as the job growth grant fund, is available on a national level.  The job growth grant fund offers rebates for employers willing to hire skilled labor at hourly wages that exceed minimum wage.  These are only a few of the hundreds of programs that we track across the United States. 

Experience the Americore Difference

It is important for you to know that at Americore, we don’t want to replace your team of advisors. We choose to empower them to facilitate the growth and wellness of your business.  We should have a conversation about the difference that an experienced Americore business advisor offers. You’ll be glad we did.

The biggest obstacle we regularly face, is helping our clients understand government programs are real and legitimate. Those programs are the way our government encourages desirable business behaviors. You might already be practicing the behavior the government wants to reward you for doing. Why wouldn’t you accept their appreciation when it helps grow your business. To ignore the programs is to leave money on the table.

Americore Experience Yields Results.

For thirteen years Americore helped over 5000 clients receive money owed or save on tax bills. There are myriads of programs available to small and midsize businesses, yet they are rarely ever employed by those they were intended to help. Americore is intimately familiar with those programs. We know the documentation and information required for each program. We also know the proven program parameters and our clients have benefitted from our experience for years.

Our Knowledge Saves You Time.

That means we can quickly recognize which program will fit your business. The downside to using government programs is that the paperwork is cumbersome and complicated. The Upside to working with Americore, is that without any up front payments, we can guide you and your team through the application process. Trying to navigate the application process on your own often results in denials. Understanding application questions and program requirements is essential to receiving funds. With over thirteen years of experience, Americore has the expertise to guide you to approval time after time. Imagine your team, instead of applying and reapplying, working with Americore and getting the approval the on the first submission.

Instead of wasting time on programs that don’t fit, have your team or financial advisor talk to an Americore representative about which programs do fit. You can focus on plans that you and your firm are much more likely to benefit from. And that benefit comes much sooner than if you went after the wrong programs.

Learn if You or Your Business is Owed Incentive Money

Learn if your business is owed incentive, credit, or rebate money by speaking with an Americore advisor. We know the programs because Dennis Bays, CEO of Americore, has spent years investigating financially beneficial programs for clients. It is amazing to realize how rarely financial advisors use this prolific source of cash flow for their clients. Today, our focus is on guiding more business owners to funding opportunities, facilitating business growth and development.

We have become intimately familiar with a myriad of program opportunities, and we constantly watch for new possibilities. We aren’t trying to replace your existing team, but to work with them to maximize your cash flow through seldom utilized programs. There is considerable funding available, and not asking for your share is a waste.  Talk to us. Americore has a history of finding the Credits, Rebates & Incentives that businesses qualify for, but rarely ever know about.

Starting the Conversation…

Are you one of the 5000 clients we have saved thousands of dollars or freed up to millions of dollars for operating capital? If not, we should have a conversation.

Call our office at 747-224-8110 or contact us here. Tell your Americore Group representative what you’re looking for, and we’ll tell you how we think we can help you make that happen.

Financial Advisors Fight a Lack of Awareness

Though there are many programs designed to benefit small and midsized businesses, the business owners these programs were created for, often don’t know they are eligible to benefit. Others are concerned using the programs will raise red flags on their tax returns. The truth is that our government creates programs to encourage certain types of businesses, and behaviors.  Sadly, many businesses and their financial advisors remain largely unaware of the financial opportunities available.

Thought America is seen as a country built on self-sufficiency, all of us can benefit from help now and then. Why not take advantage of programs that will accelerate the growth of your business? Dennis Bays has spent a career familiarizing himself with programs that increase personal wealth or business cash flow, including growth funding. He can walk your team through options that can save money or increase your cash flow. He does this without charging anything up front. If you don’t benefit, neither does he.

Entrepreneurs are Frustrated With Application Process

Sometimes people tell us that they already applied and got denied for a certain program. Those same people tell us “It’s not worth the time and effort only to get turned down anyway.” Since many of the programs are government programs, there are forms and procedures that must be exactly followed. This is where an Americore professional like Dennis Bays can make the difference. Dennis can walk your team through the application process. He know what information is critical to the application decision process. He also knows what information the forms are requesting and how to complete them correctly. Often a denial is really just incorrect or incomplete forms. When Dennis helps with an application, the application package will be complete AND correct. He has years of experience and knowledge in this area, with a great record of Blue Apple, KNA Blue Partner program approval.

Concern Over Program Legitimacy

When we attend events, we repeatedly hear concerns that funding/incentive programs might be illegal scams, or IRS red flags. The opposite is true. There are many programs created by the government, to benefit small to midsize businesses. The federal government created these legitimate programs to encourage behaviors like hiring more employees, or offering health benefits. Federal Workforce Programs and the Employee Retention Tax Credit, subsidize critical desired employer behavior. There are also R&D programs for inventing or improving products and the manufacturing process. Funding and incentive programs are legitimate ways to save on taxes or increase your cash flow. Why wouldn’t you take advantage of a benefit designed just for you?

Assumption of Ineligibility

When times are tight, business owners may not be able to invest in research and development. There is a federal program that can help. Many business owners assumed their business isn’t eligible to receive R&D funding. That assumption is often wrong. Before you slash your budget, let’s start a conversation. A program designed with your situation in mind can take some of your burden off your shoulders. Contact us here or call (747) 224-8110 to speak directly with Dennis Bays and learn how to move your goals within your reach.

Americore regularly works with a business’ existing team, their CPAs and Financial Planners. We also work with lenders like regional banks, investment banks, inventory and equipment lenders to bring improved liquidity to our clients’ businesses. We are a well-capitalized organization. Our nimble organizational structure offers clients and referral sources direct access to principals and decision makers.

The Entrepreneurial Spirit

Dennis comes from a family rich with entrepreneurial spirit. His father had a law firm and real estate brokerage firm among other businesses. Since Dennis Bays was a teen he has owned several of his own businesses, even while earning a W-2 salary in corporate America. Along the way, he discovered a love for the entrepreneurs of our country and has funded well over $100,000,000 for other businesses.

As for why he loves entrepreneurs, Dennis responded, “they’re the secret sauce… They create opportunities and industries; they give most of the rest of us opportunities to work. ”    

The Tax Code is NOT just for the Rich.

But many entrepreneurs seem to be facing a disparity. Taxes are considered an unavoidable liability. Still, we’ve all seen news reports of fortune 500 companies who don’t pay them. We’ve also seen billions of dollars handed out of government programs to those same big companies. The thing is, “the tax code is written for all businesses.”  And tax savings programs are NOT just for the “big guys”.

Sadly, while small businesspeople are focused on growing their small to mid-sized businesses, they miss opportunities. The fortune 500 companies have teams of professionals spending their days in finding and leveraging those same wealth building programs.

Tax Incentives for your Business

Tax incentives have become a way for the government to stimulate certain business  activities. Small businesses are often performing the same activities the rich are getting paid to carry out. Regrettably, the government is not great at promoting those programs to more businesses.

Americore makes it their business even the playing field for activities the government wants to encourage, even in small businesses. Since the government wants to foster these behaviors, they aren’t looking to punish businesses for using the related  program.

Still businesses hesitate to take advantage of available benefits. Whether it stems from unfamiliarity with the programs or incorrectly completed paperwork many entrepreneurs are missing out. By working with small to midsize businesses to correctly complete program documentation, Americore facilitates use existing program in the tax code.

As Dennis Likes to say, “CPAs help you with the [tax] loopholes; we help you with the programs.”  These are not just tax reductions or write offs. These are programs that release money set aside for certain government encouraged business activities.

Examples of Some of Dennis Bays’ Favorite Programs

You may wonder what type of activities the government rewards. You’ll be familiar with some, but we’ll go over a few anyway.

Everyone knows if you buy a house there is a mortgage interest credit. The government offers this tax break because a neighborhood with more homeowners is a more stable neighborhood than one with transient renters.

If you buy an electric car or solar panels for your home, the government will offer tax credits because they want the country to reduce carbon emissions.

For businesses who are looking for more better products or more efficient operation methods, there is an R&D credit. If you hire certain workers or have a business in a certain zip code, the government might help with your business costs.

There is also a program for employee healthcare insurance. If you offer health insurance to your employees, you can receive up to $2500 a year per employee.

These are just a few of many more programs out there, designed to encourage certain behavior.

Americore can help your business benefit from many of the same programs the “big guys” use. Call our office at 747-224-8110 or contact us here. Tell your Americore Group representative  what you’re looking for, and we’ll tell you how we think we can help you make that happen.

What The Tax Savings Summit Is

Host Carlotta Thompson founded Tax Strategists of America.  Though Carlotta Thompson began working for the IRS, she found she wasn’t doing what she had dreamed of since she was a teen.  Carlotta wanted to help small business owners with their tax challenges.  She didn’t feel the IRS was covering the need.  As Carlotta says, “It was heartbreaking to disallow and penalize taxpayers for taking a deduction that they rightfully should have used, just didn’t have all of the documentation for.”

Why You Need to Attend Now

Tax Strategy, by definition should be forward facing.  On December 31^st, it’s past time to strategize.  By then, your only option is to tweak some of your contribution amounts.  Now, you can learn from multiple tax advisors their favorite industry secrets to saving on your 2022 tax bills.  There are great programs out there to save you thousands of dollars.  Unless you have money to burn, why aren’t you checking it out.  It costs nothing for regular registration, but you can pay more to have long term access to speakers beyond the day of their presentation.

Who Are The Speakers

Businessmen today engage in a perpetual struggle. In spite of being great at product knowledge and business profitability, they constantly fight to protect their personal wealth.   Instead, many find taxes leech dollar after dollar away. How can you hang on to your own personal wealth?  Change your perspective. 

By merging tax strategies using accounting to economics to statistics, speakers share their Wall Street to your street viewpoints.  Each day of the Tax Savings Summit for Business Owners, speaker after speaker will share their own hard earned insights and favorite wealth saving perspectives.  You get to absorb, and pick your own best options to protect your personal wealth.

Challenge your self

How you select and watch the videos on different tax strategies doesn’t matter.  However, the order of how you proceed to execute your tax strategy does matter.  In fact, it could matter more than the actual steps you follow. As one speaker mentioned, unless you are Warren Buffet, you won’t be a billionaire by doing the same thing he is doing today.  Figure out what he did at your stage and you will have a better formula on how to create your own plan. 

Dennis Bays Is at the Summit Too

Meanwhile, seasoned talented financial strategists like Dennis Bays are sharing ways to build your own strategy to cut the tax bill.  It’s great to be good at what you do, but it’s better to be great and reap the benefits of that skill.  So be the incredible entrepreneur you are, but take some time and visit the Tax Savings Summit to learn more about hanging on to more of your wealth.  You earned it, now learn how to protect it.  Then call our office at 747-224-8110 or contact us here.  We’ll answer any questions on the healthcare tax savings strategy rolled out by the Mayo Clinic. Talk to us about some of your wealth protection issues and, we’ll tell you how we think we can help put you in a better position.