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Karl Frank, contributing editor for 2014 "Tax Facts"

A&I Financial Services president follows "Go Tax Free" with another publication.

After the successful release of his first book "Go Tax Free," Karl Frank joined the editorial board for the 2014 "Tax Facts,"  a set of professional reference books published by the National Underwriter Company. Appearing in the Individual and Small Business book of the four-book set, Karl draws from his experience as a financial planner to include numerous real-life examples and interpretations of tax law used by tax professionals across the United States. "Tax Facts on Individuals and Small Business" provides a single source of authoritative answers to questions affecting individuals and small businesses.

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 Tax_Facts_Press_Release.pdf

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Public speaking is energizing and powerful!

Karl enjoys speaking to audiences ranging from personal investors and community organizations to financial professionals and corporations.

Using stories, vignettes, and the power of "absolute principals," Karl makes complex topics easy to remember, understand, and act upon. Karl will work with you to make sure that the presentation is focused on the outcomes you would like to achieve.

Check Karl’s Availability

What You Can Expect

Here’s what you can expect from Karl and our team:

  1. Prompt, professional replies to your phone calls and email messages.
  2. A personal phone consultation prior to your event, so we can better understand how Karl can best serve you and your audience.
  3. An announcement about your event on my blog and social media channels. (This assumes that your event is open to the public and you want additional visibility for it.)
  4. A professionally prepared, dynamic presentation focused on achieving the outcomes you want with your audience.
  5. A custom resource page, exclusively created for your attendees. It will include the slides Karl used in the presentation, along with links to books, articles, and other resources Karl believes will be helpful.
  6. A follow-up communication after the event with someone on my team, to make sure Karl met your expectations. (Karl also wants to know how you think we can improve.)

A Little Bit About Karl

Karl frequently speaks to media outlets, groups, and organizations. Karl helped spearhead public relations for the Colorado chapter of the Financial Planning Association and led media training efforts. Learn more about Karl Frank.

Karl is a proud to be a member of the FPA and Million Dollar Round Table (MDRT) Speaker’s Bureaus.

For a high-resolution, high-quality photo of Karl, click here.

My Video Clips

Karl speaks to media outlets, as well as to corporations, professional organizations, and non-profits. Here are some samples of Karl speaking to various audiences.

  1. Best Ways to Invest During the Recovery
  2. 3 Things to Do if You Win the Mega-Millions Lottery
  3. Help for Student Loan Borrowers
  4. Where to Invest in Times of Turmoil

Most Requested Topics

Karl speaks on topics related to financial planning, traditional and Roth IRAs, retirement planning, and tax mitigation strategies. Keep in mind that Karl can present these as a keynote or a workshop. Also, Karl has a half-day, and in some cases, full-day seminar version.

Recent Engagements

Million Dollar Round Table Annual Conference, Philadelphia, Pennsylvania. Karl spoke to a crowd of more than 1,000 at this international conference of financial services professionals on June 11, 2013.

Please note: These dates are subject to change without notice. Please check the event website and conference details before you make plans to attend.

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Discover 17 Ways to Go Tax Free and how they might benefit you. Learn about Roth IRAs, life insurance, retirement planning and more.

A&I Financial Services President presents Go Tax Free to an international audience of industry professionals.

Empower yourself with the 17 ways to Go Tax Free! Learn good ideas to gain choice and control over how much and when you pay tax. Written in an easy-to-understand (and implement) manner, you’ll be able to have a great conversation with your financial planner, CPA and other expert about what is right decision for you and your family.

Taxes are the biggest cost we pay in the USA! More than food, shelter and clothing combined, taxes eat up a lot of our retirement nest egg. Tax free is different, and usually much better than, tax-deferred. Tax-free and tax-deferred are not the same thing. Read the book to find out if you might benefit with a tax-free retirement plan. Discover if your current plan—likely a tax-deferred retirement plan—is really best for you.

Going tax-free is not a scheme for the wealthy or a scandalous nightly news story. It’s the right of every American! Choosing to pay the right amount—and no more—in taxes is a prudent financial planning decision that gives you control and confidence. With a Go Tax Free financial plan, you’ll be able to sleep at night knowing that you are making good decisions for your family.

Three big reasons make it of paramount importance to learn about how to Go Tax Free!

  • First, tax-deferred is tax-compounded. If you put money into a tax-deferred IRA or 401k, and grow the money, you’ve grown your tax burden. Holding taxes constant, tax-deferred is tax-compounded. All things being equal, you might prefer to save a little money in a tax-free account.
  • Second, as we age, we lose tax deductions. Think about it. Many income tax deductions help you raise kids (credits, dependents, exemptions, and more). But as we age, the kids move out. Even if they move back in, we can’t claim them as dependents forever (really). Another huge tax deduction is the home mortgage interest deduction. As we age, we pay off the mortgage (hopefully, usually, at least we used to) and that’s another major tax deduction that we lose as we age. Go Tax Free discusses ways to choose when and how much to pay in taxes.
  • Third, taxes are likely to increase and not decrease over our lifetimes. For reasons many of us know, and many politicians avoid, the Federal deficit is growing, year after year. To pay for the promises we’ve made, we may need to raise taxes. Indeed, the odds point that way.

Go Tax Free reveals the hidden in plain sight truth about the Federal government’s revenue forecasts and our retirement plans. Contact us to learn how to potentially save taxes today and tomorrow, and have more spendable money too.

Kindle and hardback versions are available on Amazon.com

Get the Book

Contact an AIFS financial planner

Order a print or Kindle version on Amazon

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Contact Us

Media contact: Stacey Frank, 303-690-5070, stacey@assetsandincome.com.

Download the "Go Tax Free" Media Kit

The media kit includes:

  • A photo of Karl Frank
  • Karl Frank's biography
  • An image of the "Go Tax Free" cover
  • A PDF of the "Go Tax Free" cover

Download here.

Early Praise and Attention for "Go Tax Free"

  1. MDRT National Meeting in Philadelphia, PA, June 11th, 2013. Public speech attended by 1,200 professionals.
  2. Denver Business Journal, June 25, 2013. Interview by Bruce Goldberg.
  3. Jon Hokama, guest blog, July 2, 2013. "Best story I've ever told" guest blog column.
  4. Investor's Business Daily, July 3, 2013. Interview with Michael Mink.
  5. US NEWs, July 8, 2013. Interview with Kimberly Palmer.
  6. WKXL Radio, Bill Kearney's Financial Spectrum, July 9, 2013.
  7. Blogtalkradio/lifelessons, September 26, 2013. Radio Interview.
  8. Amazing Aging Expo in Denver, CO, September 28, 2013. Public speaking event sponsored by the Denver Post.

About the Author

Karl Frank owns A&I Financial Services LLC, a wealth management firm headquartered in Englewood, Colorado. The firm helps successful families and businesses grow and protect their wealth and choose how they want to be taxed.

Frank is a leader in the Denver business and financial planning communities. He serves on the Board of Directors for the Financial Planning Association (FPA) of Colorado, where he helped found Denver Financial Planning Day. He is also a member of the Million Dollar Roundtable, with Top of the Table distinction. He enjoys public speaking and is a contributor to numerous publications.

In addition to his Certified Financial Planner® designation, Frank holds three Masters Degrees. He earned a Masters of Business Administration and Masters of Science in Finance from the University of Denver, Daniels College and Reimann School of Finance. He also has a Master of Arts in English from the University of Colorado at Boulder. He holds FINRA securities licenses 7, 24, 52, 63, 65, as well as his life insurance license.

He lives with his family in Centennial, Colorado, where he enjoys hiking, skiing, golfing, writing, and woodworking.

Sample Interview Questions

  1. You close your book with the exhortation to "go deep" with tax planning. What does this mean, exactly? What is the opposite of going deep?
  2. Is it better or worse to be an American taxpayer today than it was ten years ago? Twenty years ago? Fifty?
  3. What is the worst tax advice you hear supposed "experts" saying today?
  4. In your chapter on real estate, you note that the appealing tax advantages of investing in real estate was a major factor in the bubble and resulting crash of 2008. Should potential real estate investors today be worried about contributing to a repeat of that unfortunate incident? What are the keys to real estate investing that is "responsible" with regards to the economy at large?
  5. What is the one most important thing (or 2-3 most important things) for the Baby Boomers to understand and do with regards to their tax burden?
  6. Layoffs remain common in today’s troubled economy. What are the most critical immediate action steps a laid-off worker should take to make the best of their uprooted financial situation?
  7. How do you foresee the near and far future of Social Security? Should it have a different role in the tax planning of younger taxpayers vs. that of older taxpayers?
  8. Concerning life insurance, is there any situation where a taxpayer who is insurable and supports a family should not be insured?
  9. What are characteristics of good financial planning professionals and how they can be identified?
  10. What is "the $600,000 mistake made by many $100,000 investors"?

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Go Tax Free

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An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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