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Jeff Gurman

Advanced Strategies to Help Lower Your Taxes and Protect your Wealth

Jeff Gurman is the CEO of Gurman Wealth Management, Inc. Insurance Strategies, a company he founded in 2000.1 With over three decades of experience in the financial services industry, Gurman has been providing financial services and advanced insurance planning to successful businesses and individuals in Los Angeles and surrounding areas since 1990.1

Professional Background

Gurman's expertise spans several areas, including:

  • Business Consulting
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Insurance
  • Personal Tax Planning2

He is known for developing and implementing advanced strategies to help clients lower their taxes and protect their wealth.24

Education and Career

Jeff Gurman graduated Cum Laude from the University of Maryland, where he studied from 1986 to 1989.2 He began his career in the financial services industry in January 1991, when he assumed the role of CEO at Gurman Wealth Management, Inc. Insurance Strategies.2

Community Involvement

Gurman is actively involved in his community and various charitable organizations:

  • He served on the Board of Directors of Young Professionals Against Cancer (YPAC) for many years.1
  • He founded and served as the President and Chairman of the Board of the Los Angeles Jewish Chamber of Commerce for ten years, from October 2007 to March 2017.12

One of Gurman's specialties is working with charitable organizations and assisting philanthropic individuals in transitioning from "Success to Significance".1

Personal Life

On a personal note, Jeff Gurman enjoys spending time with his wife Yaira and their three sons: Joshua, David, and Nathan. He has a passion for traveling and discovering new locations and cultures around the globe. In his spare time, Gurman can be found on the golf course, tennis courts, or ski slopes.1

Currently based in Boca Raton, Florida, Jeff Gurman continues to lead Gurman Wealth Management, offering strategic, comprehensive, and tactical financial services to his clients.23

Highlights

Sep 30 · linkedin

Have you heard of the new tax hike bill that is currently being voted on in congress?  P.S. It can be passed without any Republican support.

Among its many provisions, some important points to highlight are: Increase the top individual tax rate to 39.6% ($400k - $450k depending on filing status);  Increase the top capital gains rate to 25% (filing status $400k+): Expands the Net Investment Income Tax to capture more income (filing status $400k+) Increase the top corporate tax rate to 26.5% for businesses with income above $5M and lower the rate to 18% for small business under $400k  Reforms to Mega IRAs such as mandatory distributions once your balance exceeds $5M (conditions apply) Elimination of Back Door and Mega Back Door Roth IRA’s and limits who can convert Expands Wash Sales rules by including commodities, currencies, and digital assets.   What can you do?  Consider turning “always taxed assets” into “never taxed assets” and build a tax-free retirement! Take advantage of the current historically low tax rates and look into a Roth conversion before it’s prohibited!! Make sure to plan NOW and continue following up on this topic or you might be caught off guard by a Tax Slap!

Aug 4 · linkedin

Related Questions

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Jeff Gurman
Jeff Gurman, photo 1
Jeff Gurman, photo 2
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Experience

CEO at Gurman Wealth Management, Inc. Insurance Strategies (January 1991 - Present)
President and Chairman of the Board at Los Angeles Jewish Chamber of Commerce (October 2007 - March 2017)

Education

University of Maryland (1986 - 1989)

Location

Boca Raton, Florida, United States