There's a new proposed tax change that would mostly target the ultra-high-net-worth billionaires of the United States. While the amount of people that would be affected is very small, there's something that we commoners and the super rich have in common: We want to keep as much of our money as we can! Jeremiah and Nic highlight the importance of being tax efficient.

 

Jeremiah Bates, Financial Advisor

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com