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Capturing Tax Deductions on Money You Are Already Spending

Tax planning for future income can be a great start to tax savings. But what if you could start tax planning today and save on money you are already spending?

Listen in as Ken New speaks with Ryan Foncannon, MBA, managing partner at S.W.A.N. They explore advanced tax deduction strategies focused on the money you are already spending and how to turn that spending into tax savings. They emphasize collaboration between tax professionals and financial advisors, education for clients, and the potential for significant tax savings

Ken and Ryan discuss: 

  • How can one capture tax deductions on money that is already being spent
  • When can food and travel expenses be utilized for business purposes
  • How do tax deductions differ from tax credits
  • What are some examples of tax credits available for businesses and individuals
  • Have you heard of the Augusta rule? Or the three martini rule?
  • And more

Other ways to listen

There's quite a few different tax credits out there.

Ryan K. FoncannonManaging Partner @ S.W.A.N


Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Managing Partner @ S.W.A.N

Ryan K. Foncannon

Ryan Foncannon, MBA is an award-winning Advanced Tax Strategist and Private Wealth Advisor. He is the Founder and Managing Partner at S.W.A.N. Virtual Family Office (VFO). He has been featured in The Wall Street Journal. He won an award for being one of the top Advanced Tax Strategists in the nation at the Money 2.0 conference in December 2022. He also was recognized as the Top Retirement Planner for the State of Indiana with the Wealth & Finance Magazine, for 2023. He just recently won the 2023 CREA Global award for being an innovator and thought leader in the Finance & Tax space and is seen as a game changer in those fields. He is a major problem solver for business owners, high wage w-2 earners, and high net worth individuals & their families. His diverse background in insurance, advanced tax reduction, wealth management, financing, and business advisory allow him to bring unique strategies to the table for his clients. He looks at the whole picture, while other advisors are more transactional, another way he allows his clients to 'Sleep Well At Night'.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

Dive into practical tips and expert advice for smarter tax planning and financial growth!

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