The Troncoso Group

07/04/2025

We all wish you a safe and relaxing Fourth of July as we celebrate the freedom that makes planning for your future possible!

01/22/2025

We are excited to announce our upcoming webinar on January 29 to help federal employees make the most of their benefits while preparing for the golden years!

In "From Federal Employee to Financially Independent Retiree: How to Maximize Your Benefits and Build Lasting Wealth," you'll discover:

✅ Strategies to maximize your federal benefits and TSP.
✅ Tips for building a sustainable retirement income.
✅ Insights to secure your financial independence.
✅ Practical steps to plan for a confident retirement.

We look forward to sharing our team's expertise in guiding federal employees through their retirement planning process.

📅 Date: Wednesday, January 29
⏰ Time: 4:00 PM EST
📍 Where: Online (Zoom) with recording provided to registrants

Reserve your spot now:

As a federal employee, you've provided years of service to your country, but have you taken the necessary steps to secure your financial future?

12/09/2024

I'm excited for this Wednesday's webinar where I'll be helping business owners ensure they don't miss out on last minute ways to reduce their 2024 taxes and plan for healthy, happy, and wealthy retirement!

If you're a business owner, join us to learn:

✅ Tax-saving techniques tailored for business owners.

✅ Proven strategies to optimize retirement contributions.

✅ Key moves to make before December 31 to reduce your 2024 tax liability.

✅ Actionable insights to set you up for long-term success in 2025.

We start Wednesday, December 11 at 4pm EST.

You'll receive a recording if you can't make it live.

Save your spot by using this link to register: https://mailchi.mp/jaffetilchin/retirement-planning-tax-reduction-tips-business-owners

12/06/2024

🎁 This time of year, many of our clients are looking to make the most of their charitable donations to help them reduce 2024 taxes while giving back.

Understanding the IRS charitable contribution limits for 2024 can help you optimize both your impact and tax savings.

Here’s what you need to know:
🟢 You can deduct up to 60% of your Adjusted Gross Income (AGI) for cash donations to qualified charities.
🟢 For non-cash contributions, such as stocks or real estate, the limit is typically 20-30% of your AGI, depending on the recipient organization.
🟢 Donations over $250 require a written acknowledgment for tax purposes.

If your contributions exceed annual limits, you can carry unused deductions forward for up to five years.

📚 Learn more about maximizing the benefits of your charitable giving in our latest guide here:

How can you use charitable contribution limits to maximize your charitable giving while reducing taxes? Learn about popular charitable giving strategies that can help you achieve both.

12/04/2024

If you’re a business owner, now’s the time to take the final steps needed to reduce your 2024 taxes and plan for healthy, happy, and wealthy retirement!

We’ve put together a webinar to help you do just that where you’ll learn:
✅ Tax-saving techniques tailored for business owners.
✅ Proven strategies to optimize retirement contributions.
✅ Key moves to make before December 31 to reduce your 2024 tax liability.
✅ Actionable insights to set you up for long-term success in 2025.

We start next Wednesday, December 11 at 4pm EST.

Want to join us?

Register using this link: https://mailchi.mp/jaffetilchin/retirement-planning-tax-reduction-tips-business-owners

(Can’t make it live? You’ll get a recording when you register.)

12/03/2024

A couple of weeks ago, a few of our Troncoso Group team members joined fellow Jaffe Tilchin Wealth Management employees and the Omega Psi Phi Fraternity to help package Thanksgiving meals for the Hillsborough County Public School System.

This food drive helps ensure that all children in the Tampa Bay community have the opportunity to put food on the table this Holiday season.

We are proud of Matt Rush and Cristian Troncoso for dedicating their time to help the community in this way!

12/02/2024

💰How can you keep more of your hard-earned money as a business owner and pay less taxes?

From essential deductions to overlooked credits, our latest article dives into actionable tips that can help you reduce your taxable income and boost cash flow.

What you'll learn:
📌 Key deductions every business owner should leverage
📌 Tax credits like R&D and WOTC to lower your tax bill
📌 How business structure impacts your tax efficiency
📌 Retirement plans and HSAs for long-term savings
📌 Proactive tax planning strategies to minimize stress

Whether you're running a startup or scaling an enterprise, understanding these strategies could make a significant difference in your bottom line.

🔗 Read the full article below: https://troncosogroup.com/news-articles/strategies-to-reduce-taxes-business-owners/

11/28/2024

On this Thanksgiving Day, we want to take a moment to express our heartfelt gratitude for your trust and partnership.

Working with you is a privilege, and we’re thankful for the opportunity to help guide you on your financial journey.

Your confidence in our team inspires us to continually strive for excellence, and we are honored to be a part of your financial success.

Wishing you and your loved ones a joyful, peaceful Thanksgiving filled with warmth and gratitude!

Warmly,
The Troncoso Group

11/27/2024

Today, we have the honor to introduce the founder of The Troncoso Group: John Troncoso!

Here's what John says is his favorite part of the job:

"The most rewarding part of our job is helping people achieve their highest aspirations, financially and otherwise. These are often long-term goals that we have partnered with clients to obtain…retire and travel the world, pay for your children's college tuition, or help your grandchildren buy their first car.

These are all seminal moments in our clients' lives, and we are there for them.

What a privilege to be involved and help contribute to their achievements!"

11/26/2024

🖼️ We recently got the chance to update our team photos! So we want to take this chance to re-introduce the wonderful members of our team at The Troncoso Group.

This week, we're excited to share a little more about each of our team members who contribute to making our clients' lives better every day:
John Troncoso, CFP®, CPWA®, CRPC®
Matt Rush
Cristian Troncoso
Grace Pellegrino

We've asked each of them about the most rewarding part of their work and we'll share the answers with you here over the next few posts.

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11/22/2024

Ever heard of a Donor-Advised Fund and how it can help you save on taxes (while giving to causes you care about)?

A Donor-Advised Fund (DAF) helps you streamline your charitable giving while providing immediate tax benefits.

Think of it as a charitable savings account where you can:
✅ Donate cash, stocks, or other assets and receive an upfront tax deduction.
✅ Grow your assets tax-free within the fund.
✅ Recommend grants to your favorite charities over time.

DAFs are especially useful if you want to make a long-term impact or plan your giving more strategically.

As the season of giving approaches, considering incorporating DAFs into your financial plan to support causes close to your heart while optimizing your tax strategy.

📚 Learn more about this and other giving strategies in our latest blog:

How can you use charitable contribution limits to maximize your charitable giving while reducing taxes? Learn about popular charitable giving strategies that can help you achieve both.

11/18/2024

💸As the end of the year draws near, many people are looking for ways to lower their taxes by maximizing their deductions.

This is where charitable giving strategies and the charitable donation tax deduction can come in to help!

Want to explore the best ways to contribute to your favorite charity while lowering your taxes for this year?

Read on to learn about charitable contribution limits for 2024 along with a range of other charitable giving strategies you can use to maximize both your impact and your charitable tax deduction.

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How can you use charitable contribution limits to maximize your charitable giving while reducing taxes? Learn about popular charitable giving strategies that can help you achieve both.