A New Approach to Navigating One of Life’s Certainties: Tax Planning

Hey there, high achievers!

Just wrapped up your taxes for the year? I bet you're glad that's over, but let's not lose momentum just yet. Now's the perfect time to strategize for 2023 and discover ways to keep more of your hard-earned money where it belongs - with you!

"nothing is certain except death and taxes"

Remember that old saying, "nothing is certain except death and taxes"? We recently shared an article explaining why planning your taxes for two to three years at a time is smart. It's a game-changer, allowing you to make better decisions, be proactive, and ultimately, pay less in taxes over the long haul. We're all about helping you maximize your income by minimizing your tax bill.

So, here's our exclusive offer for successful earners who made over $150,000 in 2022. We're providing a complimentary tax review and analysis tailored to your unique financial situation to the first 50 respondents. If you're eager to uncover new tax-saving strategies and opportunities, look no further! Our state-of-the-art tax software uses machine learning to analyze your return and offer real-time feedback during a 30-minute call . The report will dissect your tax return, revealing potential areas for future savings.

In Search of Higher Yields

Increase FDIC Coverage, Returns, and Impact with FICA Cash Management

Are you a high-net-worth investor, business, or non-profit with more than $250,000 in cash? If so, you're not alone. According to the Wall Street Journal : Federal Reserve data, shows U.S. households held a staggering $15.3 trillion in cash and cash equivalents at the end of Q4 2022, a notable increase from $13.7 trillion at the end of the first quarter of 2020. As an investor with considerable cash holdings, you might be concerned about FDIC insurance limits, low-interest rates at big banks, and the complexity of managing funds across multiple institutions. If this sounds like you, it's time to consider a powerful solution: Verity's Federally Insured Cash Management Program (FICA) is administered by StoneCastle .

Superior FDIC Insurance Coverage

The standard FDIC limit of $250,000 is insufficient for many successful people and businesses. The FICA Cash Management Program provides a solution, offering FDIC insurance coverage of up to $25 million per tax ID through a network of banks and credit unions with a single, seamless digital interface. This coverage far surpasses the standard limit, providing you with a higher level of protection and peace of mind.

Impressive Returns with No Fees

The FICA Cash Management Program currently offers an annual percentage yield (APY) of 4.36%. This competitive rate far outpaces traditional banks’ savings accounts, ensuring your cash earns more while being securely protected. Moreover, the program comes with no fees or transaction limitations, making it a cost-effective solution for managing your substantial cash holdings.

Overnight Liquidity and Seamless Connection to Your Bank

One of the standout features of the FICA Cash Management Program is its overnight liquidity. This means you can access your funds quickly, without any delays or hassles. Additionally, the program connects directly to your bank, allowing for streamlined and efficient management of your cash.

One Account for Access to 900+ Banks, Funding Local Communities

The FICA Cash Management Program is a one-stop solution that gives you access to over 900 banks across the U.S. When you deposit funds, they are directed toward funding local communities and creating a positive social impact. This unique feature allows you to consolidate funds from various banks into a single point of management, simplifying your financial life while making a difference in the lives of others.

Ideal for Cash Proceeds, Inheritance, and Wealth Transfer

The FICA Cash Management Program is perfect for investors with significant cash proceeds from stock sales, selling a business, inheritance, or wealth transfer. This innovative solution offers a secure, high-yield alternative to traditional savings accounts, ensuring your money works harder for you while being protected by unparalleled FDIC insurance coverage.

Don't let your cash sit idle; join the FICA Cash Management Program today and maximize your security, returns, and impact. Learn more today !