In this week’s Hidden Wealth Review, I teach that the timing of customized tax cutting couldn’t be more important than it is right now! The number one reason people overpay their taxes is that they fail to plan or to understand the significance of strategic tax planning.

Strategic tax planning is different than tax accounting. The most common error we see is that consumers confuse what their tax preparers do, putting the right numbers in the right boxes, completing the right forms and then submitting them at the right time, with tax planning. What I just described is simple tax accounting, not tax planning. They report the damage, send you an invoice for their services and then it’s your responsibility to pay the tax on time. 

I strongly encourage you to eliminate the frustration of this annual exercise. This is currently very important, in light of the new tax reform law just enacted. We now have a very short window of opportunity before some of these strategies will close out, so now’s the time to act!

Between 2018 and 2025, there are significant strategic tax solutions available. We’ve already successfully helped several clients implement these strategies. The big question I want to ask you is, “Are you satisfied with the taxes you pay?” In my over 20 years of experience in this industry, the answer is almost always, “No!”

I met with two clients this past week. One was facing a very large tax on a distribution and the other was looking at paying tax on a very sizable capital gain. Using tax cutting customization, we helped them completely eliminate these tax liabilities, resulting in a tax obligation of zero dollars! As Chief Justice William Rehnquist said, “There’s nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code does not prevent that.”

There are four core tax cutting optimization areas that we use:

  1. Timing Based – now is the ideal time to undertake this strategy because we currently have this window of opportunity with the new tax reform package,
  2. Income Shifting Based – a very unique strategy using what we call an “IRS Tax Offset,”
  3. Code Based – using one section of the tax code to “wash out” the tax in another section,
  4. Program Based – getting 100% deductions from the changes in the tax reform law. Many people are unaware that these are available.

Let me teach you an introduction to one of the ways in which you can protect yourself from unnecessary taxes. This coming Tuesday, I will be teaching my Retirement Protection Webinar. This log-on and learn event will teach you how to avoid paying a higher percentage of your income in taxes during retirement than you did in your highest wage-earning years.

To register for this no-cost, no-obligation educational event, simply go to, enter the required information and submit your registration. Once you’ve registered, you’ll receive an email containing a personal link to join Tuesday’s event. These events fill quickly so hurry and register. Just for registering and attending, I will gift you an e-copy of my book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

-Spouses are encouraged to attend this event together-

Or Call

(855) No Tax 2 U

(855) 668-2928

Here’s to your Hidden Wealth,

Chuck Oliver
Best-Selling Author