Winning Strategies: The Definitive Guide to Tax Planning, Legacy Planning and Wealth Preservation in the Current Economy

In tax planning, legacy planning, and wealth preservation there are three focuses: maximizing benefits for you, maximizing benefits for your family, or maximizing benefits for charity. Many affluent Americans are under the impression that any qualified financial professional will introduce them to these strategies. But nothing could be further from the truth.

Just like on many popular cooking shows, several chefs are put in the same kitchen stadium with the same equipment, the same ingredients, and the same amount of time. They are tasked with using the ingredients to design and produce a food creation. Even though each chef has the same amount of time, the same ingredients, and the same equipment, some chefs simply excel at producing a delectable dish.

It’s the same way with wealth preservation planning and tax reduction. While all financial professionals have access to the same tools, strategies, and Internal Revenue Code, some advisors excel and producing desired outcomes for clients.

This book is intended to introduce the reader to seldom-heard, specific strategies designed by one of the nation’s leading financial strategists who’s spent decades working with some of the brightest tax, legal, and financial minds on the planet to produce desired outcomes for clients.