Media Kit for Go Tax Free

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

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.

Karl Frank owns A and amp;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.

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”?