The Hidden Tax Strategies That Saved $335K
Watch Our FREE On-Demand Case-Study Webinar Featuring Real Tax-Saving Strategies.
In 2024 alone…
in taxes Saved ($)
Clients Served
Avg Tax Savings Per Client ($)
Who Should Watch & Will Benefit The Most:
- High Income earners
- Heavy savers in 401ks & IRAs
- Business Owners
What You’ll Learn In The Webinar:
- Learn How To Save Taxes Like The Ultra-Wealthy
- Learn How To Offset ROTH Conversion Taxes and Capital Gains
- How To Get Out Ahead Of The $124 Trillion Great Wealth Transfer
- Remove Your Income And Assets From The Tax System
- How To drastically reduce income tax
- Maximize Your Legacy Transfer
Case Study Of The Week
Taxes Saved Case of the Week - Avoiding the Long-Term Costs of Waiting
This week's Tax Savings Case of the Week email will be our last one for this year. We're pausing this year's series at the end of the federal fiscal year in order to focus on serving those clients with whom we are already working, so that we can finish designing and implementing their 2025 tax plans.Show More
The IRS doesn’t retire when you do!
About The Presenter
Davis Oliver
Alternative Wealth Strategist at The Hidden Wealth Solution
Davis Oliver is a Wealth Strategist. Davis got his start working in the private equity space as an analyst. Davis works with our clients to educate them on wealth building alternatives with a focus on strategic tax savings planning. Davis currently works closely and consults with our clients and our strategic tax team.
Davis is a graduate of The University of North Carolina at Chapel Hill, earning a degree in economics with a minor in entrepreneurship.
Davis is a devoted triathlete who enjoys competing at the highest level and he has achieved high ranking results as well as qualifying for and competing in, the IRONMAN 70.3 World Championship.