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Tax Planners

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Your Profession is changing... Are you keeping up?

Don't attract "more" clients... Attract "Mega" clients!

Change doesn't happen by accident.

Change doesn't happen alone.

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Business Owners

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Are you a "successful" business owner?

Are you interested in keeping more of what you've earned for your family?

Create a plan that maximizes your family's financial outcome.

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MALONE INTEGRATION GROUP

Delivering DRAMATICALLY MORE VALUE to Business Owners!

The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.

The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies to deliver dramatically more value to business owners.

Newsletters

Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators