Are you tired of overpaying taxes and feeling like your wealth is constantly slipping away? In this eye-opening episode of The Richer Geek Podcast, we dive into the tax secrets used by the ultra-wealthy with Mark Miller, President of Hilton Tax & Wealth Advisors. For over 30 years, Mark has helped business owners, physicians, and high-net-worth clients save tens of millions in taxes while increasing their wealth by over $200 million. As a best-selling author of The Tax-Free Business Owner, he reveals how business owners can zero out their taxes just like Fortune 500 companies. Featured in top publications like The New York Times and Kiplinger’s Personal Finance, Mark’s insights will empower you to reduce your tax burden and accelerate your path to financial freedom. 

In this episode, we’re discussing…

• Beyond Basic Compliance: Don't mistake standard CPA services for proactive, advanced tax planning that can significantly reduce your tax burden.

• Family Office Strategies for Main Street: Learn how strategies historically used by the ultra-wealthy, like the Hilton family, are now accessible to a wider range of investors.

• The Power of a Formalized Tax Plan: Just like a business plan, a strategic tax plan is crucial for minimizing your biggest lifetime expense: taxes.

• Debunking Tax Myths: Understand that aggressive, legal tax planning doesn't necessarily increase audit risk and that IRS audits are often less intrusive than perceived.

• Safety First Investing: Discover the investment philosophy of the wealthy, prioritizing safety and security as the foundation for consistent, long-term returns.

• Actionable Strategies Exist: Explore advanced tax mitigation techniques beyond standard deductions and retirement contributions, potentially leading to a significantly lower or even zero tax bracket.

 

     Resources from Mark

     LinkedIn | Hilton Tax & Wealth Advisors | The Tax-Free Business Owner | Hilton Wealth: How to Invest Like An American Dynasty

     Resources from Mike and Nichole

     Gateway Private Equity Group |  Nic's guide | Franchise With Bob