Pelosi’s $3 Trillion Wish List

Click Here to access all Coronavirus (COVID-19) Relief posts! House Passes Next Relief Bill When House Speaker Nancy Pelosi announced the $3 trillion coronavirus spending bill that was written and passed by House Democrats Friday night, most people understood that it...

Save Tax on Your Money in 2020

Please Click the Video to Watch This Important, Short Message Our clients have shared that I’m one of the few people that they enjoy talking to about taxes. The reason I like talking about taxes is that I enjoy teaching people how much less tax they have to pay....
Coronavirus Tax Planning Strategies

Coronavirus Tax Planning Strategies

Click Here to access all of our Coronavirus (COVID-19) Relief posts! CARES Act Tax Provisions On March 27, 2020, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act. The new tax laws and provisions introduced by the CARES Act, along...

Remove Retirement Tax

 Please Click the Video to Watch This Important, Short Message Let me ask you a question. Do you have a retirement plan that fully addresses the risk of taxes in retirement? Does your plan reduce or eliminate all retirement related taxes? I’m excited to...

Coronavirus Crash Tax!

 Please Click the Video to Watch This Important, Short Message 2020 is the Year to Protect Your Money! In this week’s Hidden Wealth Review, I hope that you’re surviving this coronavirus crisis and that you are doing as well as possible. There’s a lot...

Why 2020 is the Best Year to Save Tax

 Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth Review, I have three words for you: tax, tax and tax. You deserve to pay the lowest amount of tax possible and I want to teach you how to save tax and explain why 2020 is...

CARES Act Help for Small Business Owners

There is a lot to learn about and digest when it comes to the Coronavirus Aid, Relief and Economic Security (CARES) Act with its new stimulus packages. Clearly, we are experiencing great uncertainty in our economy. I want to share with you the misunderstood...