Terra Firma

ASSET COACH & TAX STRATEGIST

 

 

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diagram showing various plans and strategies terra firma uses for tax planning strategies

WHAT IS A PERSONAL CFO

CFO is an acronym for Chief Financial Officer. A CFO has the primary responsibility for the planning, implementation, managing and running of all the financial activities for a company, including business planning, budgeting, forecasting, and negotiations. As your Asset Coach & Tax Strategist, you can think of us as your personal CFO helping you attain greater net worth.

As your personal CFO, Asset Coach and Tax Strategist, we will uncover ways to help you increase your bottom line and your net worth. We’ll do this by using little-known IRS-approved tax credits, providing ongoing tax planning to help reduce taxes for the short- and long-term, making sure you are taking all of the legal deductions you are entitled to, and helping you build assets to increase your wealth.

The Income Funnel

Custom Financial Planning

Unique Planning Solutions Designed To Move You Towards Your Goals

√ In-depth analysis by a dedicated Asset Coach & Tax Strategist
√ Fusion with Tax, Legal & Estate Planning
√ On-demand scenario analysis to support ongoing decision-making

Our CEO Robert Wolf

headshot of a tax strategist robert wolf

Robert Wolf is an Asset Coach and Tax Strategist who can help you reduce your taxes in some cases up to 20%, and double your asset worth within 12 months to increase your cash flow. His firm, Terra Firma, can help you with comprehensive asset building and tax reduction solutions.

“I believe that if we can help you increase your cash flow while protecting you with a plan to keep those Economic Termites at bay, then we can help our communities thrive because our businesses thrive.”

The Economic Termites

ROBERT WOLF

WHAT IS AN ASSET COACH?

An Asset Coach is with you every step of the way as you learn the nature of “opportunity costs” for your particular business, and the differences between types of income.

WHAT IS A TAX STRATEGIST?

Paying the least amount of money possible in taxes just makes good business sense for you and your employees as well as the community at large. The IRS is your biggest fan and your best business partner. They provide your business with tax deductions because they want your company to thrive.

HOW CAN A CONSULTANT HELP?

Each business is as different and unique as its owner’s goals and objectives are. Robert Wolf works as a consultant to develop a comprehensive plan, which you can then execute yourself, or hire Terra Firma to implement for you.

A Few Of Our Client Reviews

TAKE CONTROL OF YOUR FUTURE

LET US HELP YOU CREATE A PLAN TO ACHIEVE YOUR GOALS.
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Tax Planning

Taxes are one of the big “Economic Termites” which can drastically eat away at your wealth. That’s why Terra Firma Consulting focuses on strategies to mitigate taxation in order to build wealth. It’s not just how much you make, it’s about how much you keep. And as a business owner, you have more options available to you than an employee when it comes to paying your fair share to the IRS.

As a business consultant for business owners, Terra Firma will help you get a handle on your cash flow and taxation for both your business entity, as well as your personal financial life. The two are inextricably linked, and at the end of the day, building your personal wealth using your business is our goal. We can help you analyze where you may be losing money, and help you change course.

How a Furlough or Layoff Affects Your Finance and Retirement

Here are six things you need to know if you or a family member has been furloughed—or laid off—from their job A furlough is an unpaid leave of absence. You don’t report to work, you don’t get paid, and you may lose some of your benefits. Getting fired or laid off is...

Stock Market Volatility: It Helps to Look Backward

Stock Market Volatility Obviously, many of our clients are worried about the news, the headlines about coronavirus, and the drops in the stock market happening at the time of this writing. As you know, our firm focuses a lot of attention on protecting your savings as...

What is a Personal CFO?

In today’s article, I felt it time to write about something near and dear to me, understanding what a personal CFO is and why each family, who is serious about changing their financial future needs one.

How To Build Financial Confidence.

I find it unnerving how complicated the financial services industry as a whole try to make things out to be.  Granted I understand each person has gifts or likes about things. 

How Do You Implement The Ideas And Concepts From A Book

I find it unnerving how complicated the financial services industry as a whole try to make things out to be.  Granted I understand each person has gifts or likes about things.

Financial Management – Flow of Cash is King

I did a dinner workshop for small business owners talking about finances and how to look at ways to lower some of the taxes they may be paying. I spent about 15 minutes with intros of myself and the group.

Finding a Tax Strategist

I did a dinner workshop for small business owners talking about finances and how to look at ways to lower some of the taxes they may be paying. I spent about 15 minutes with intros of myself and the group.

Expenses Based Planning

Today I’d like to address an area of planning that I think is extremely important, expenses based planning. As a business owner, the understanding of not only what expenses I have but what kind of expenses I have is important.

What Does An Asset Coach and Tax Strategist Do?

This seems to be the right question to ask for my first blog. Simply put I help people who have assets and pay lots of money in taxes learn how to double assets

Disclaimer

“Terra Firma Business and Financial Consultants, LLC is a comprehensive consulting firm. Our goal is to assist our clients in determining the appropriate planning needs for today with flexibility to help determine possible exit strategies in the future. Our main goal is to educate you on the necessary strategic plans and designs that are available today to assist you in meeting your goals. We bring our expertise to inform and educate on the strategies available within the guidelines of your goals and objectives. We want to help you protect what you’ve worked so hard to earn and we are dedicated to accomplishing this goal!

All materials provided or communicated are not to be intended to be used, nor can it be used by any taxpayer for the purpose of avoiding U.S. federal, state or local tax penalties. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from their own legal and tax advisors. Terra Firma Business and Financial Consultants, LLC and its consultants and/or affiliates do not provide legal or tax advice.

NOTICE: Nothing in this message should be interpreted as a digital or electronic signature that can be used to form, execute, document, agree to, enter into, accept or authenticate a contract or legal document unless otherwise expressly stated herein. This message and any attached documents contain information from the sender that may be confidential and/or privileged in nature. This message and any attached documents are intended only for the use of the intended recipient and any applicable privileges are not waived by virtue of this having been sent by e-mail. If you are not the intended recipient, you may not save, read, copy, distribute, or use this information in any way or for any purpose. If you have received this transmission but are not the intended recipient, please notify the sender immediately by reply e-mail and then permanently delete this message and any attached documents.

IRS CIRCULAR 230 DISCLOSURE: United States Department of Treasury Regulation Circular 230 requires that I notify you that, with respect to Federal Tax penalties only, unless expressly stated otherwise above, (1) You cannot rely on this advice for protection against Federal tax; (2) nothing contained in this message was intended or written to be used, can be used by any taxpayer, or may be relied upon for the purpose of avoiding any federal tax penalty under the Internal Revenue Code; and (3) nothing contained in this message may be relied on to support the promotion or marketing of any Federal tax transaction or matter that may be subject to Federal tax penalties. Any taxpayer may seek advice based on the taxpayer’s particular circumstances from an independent tax advisor with respect to any Federal tax transaction or matter contained in this message as it relates to Federal tax penalties.”