The Gift of Avoiding Unnecessary Taxes

Please Click the Video to Watch This Important, Short Message  UNNECESSARY TAXES In this week’s Hidden Wealth Review, I first want to wish you happy holidays. In this holiday season, the greatest gift that our clients give to us is their feedback on what...

The Build Back Better Tax Bonanza

Please Click the Video to Watch This Important, Short Message  Tax Bonanza In this week’s Hidden Wealth Review, I talk about the Build Back Better Tax Bonanza. The Biden administration says it’s only going to tax the rich when, in reality, everyone will...

Giving Thanks for Less Tax

Please Click the Video to Watch This Important, Short Message  less tax In this week’s Hidden Wealth Review, I want to stop and give thanks for less tax. I’m reminded of a client couple from the Chicago area. I spoke with the husband this past week. He...

Certainty of Death and Now Higher Taxes

Please Click the Video to Watch This Important, Short Message  higher taxes In this week’s Hidden Wealth Review, I teach that the only things we can be certain of are death and taxes. I would go a step further and say that what we can be certain of is death and...

Avoid the $4 Trillion Tax Trick

Please Click the Video to Watch This Important, Short Message  tax trick In this week’s Hidden Wealth Review, I teach the importance of what you can do to cut your taxes in 2022. Specifically, I want to talk about the Biden “Build Back Better,” $4 trillion tax...

What You Can Do to Save Tax for 2022!

Please Click the Video to Watch This Important, Short Message  Tax Savings Done In this week’s Hidden Wealth Review, I teach what you can do to save tax in 2022. We help Baby Boomers and retirees minimize, mitigate and even eliminate unnecessary taxes. The other...