Emphasis on saving taxes!

In this week’s Hidden Wealth Review, I teach that the emphasis now is on saving taxes. Several people have shared their frustration about how much tax they overpaid. I spoke with one client who was disappointed that he did not address tax mitigation through our Hidden Wealth Tax Savings Solutions as we suggested to him last year. He now realizes that he …

You Are the Key Tax Target!

In this week’s Hidden Wealth Review, I teach that, although tax day is now in the past, don’t let another tax year go by overpaying your taxes. Don’t allow yourself to be the federal government’s key tax target. This week, CNBC announced that the deficit is unsustainable. That’s not really news to anyone, it’s just that the situation is now direr than even the …

Create Your Own Tax Reform Plan

In this week’s Hidden Wealth Review, I teach that tax day is now upon us. Are you satisfied with the taxes you pay? Do you prefer to work with someone who tells you what you owe or do you prefer to work with someone who shows you how much you can save? This is the difference between simple tax accounting versus Strategic …

Eliminate the IRS from Your IRA

In this week’s Hidden Wealth Review, I teach that achieving a zero percent tax bracket in retirement starts with eliminating the IRS from your IRA. Because it’s tax time, we’ve received numerous calls from people asking how they can pay less tax. Some people have asked how they can keep the government from being the biggest beneficiary of their IRA when their …