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Introduction and

Meet Robert

Robert Martinelli Tax Planning

We specialize in reducing taxes for our clients over their working and retirement lifetime.

LACK OF TAX PLANNING IS COSTLY

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WE ALL PAYS TAXES  - FACT OF LIFE


We are experts in the US tax code and taxes will be the single largest expense in your retirement, and without a plan, outliving your savings could be devastating.

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EVERYONE RETIRES


It’s not a choice—but a fact that we will all retire or semi-retire at some point. The real question is how many of us can maintain our lifestyle, in some cases, for over two decades. This is the challenge and where we step in with our expertise.

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Client Success Stories

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What my clients are saying

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The Power of Tax Planning

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News

Why Wives Die Broke - The Spouse's Trap

WHY WIVES DIE BROKE

21 Sep, 2021
Why do wives die broke? It is important to have both partners there with me in the planning stages, as statistics prove that the wife will outlive her husband by perhaps 5 - 15 years and so it’s important that her financial wellbeing be protected after her husband is gone.
Tax planning for business owners

BUSINESS OWNERS

20 Dec, 2020
If you ask any business owner about retirement, the largest majority will tell you that the business is their retirement. However, few understand the options and most often assume it will be sold at a much higher valuation. Wrong.
Inheritance and tax planning

INHERITANCE

20 Dec, 2020
Over the next decade, women will break all records of the largest amount of money transference in history due to divorce settlements, life insurance payouts, and inheritance from parents.
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