274. Expert Tax And Wealth Strategies With Mark Miller

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Send us a textJoin us on Average Joe Finances as our guest Mark Miller the CEO of Hilton Tax and Wealth Advisors discusses his career and collaboration with the Hilton family highlighting the importance of advanced tax mitigation strategies that can significantly reduce tax liabilities and enhance wealth for business owners and high-income earners He also shared the proprietary techniques used by the Hilton Financial Network methods for optimizing tax brackets in high-tax areas and debunk common tax myths In this episode Discover the power of tax planning to cut costs and boost your wealth potential Learn smart non-traditional strategies to reduce taxes without relocating Experience the value of expertise to shift from conventional advice to wealth-maximizing solutions Unlock wealth-building insights that balance safety with growth for lasting success And so much more Key Moments 00 02 07 Meet Mark Miller CEO of Hilton Tax and Wealth Advisors00 02 24 Mark Miller apos s Journey and Expertise00 06 20 Advanced Tax Mitigation Strategies00 06 38 The Importance of a Formalized Tax Plan00 07 27 Proprietary Strategies for Tax Savings00 08 28 Client Success Stories and Minimum Requirements00 09 01 Beyond Basic Deductions Deep Dive into Tax Codes00 09 50 Home Office and Accountable Spending Plans00 10 18 Tax Mitigation for W-2 Employees00 10 58 Living in High-Tax States Strategies to Save00 11 43 The Legal and Ethical Side of Tax Mitigation00 12 25 The Role of Legislatures in Tax Codes00 12 52 Achieving Zero Tax Bracket Real Examples00 14 34 Fee Structure and Client Proposals00 15 36 Hilton Wealth Investing Like an American Dynasty00 16 57 Mark Miller apos s Personal Motivation and Background00 23 16 The Role of CPAs and Red Flags to Watch For00 25 18 The Importance of Trust in Financial Relationships00 26 03 Understanding the Role of CPAs and Financial Advisors00 27 57 Success Stories Transforming Financial Futures00 30 12 Addressing Common Fears in Personal Finance00 32 53 Lessons Learned from Financial Mistakes00 35 30 The Value of Conservative Investment Strategies00 41 28 Getting Started with Financial Planning00 44 00 Final Thoughts and Words of WisdomFind Mark Miller on Website http hiltonwealth comLinkedIn https www linkedin com in markmiller-hiltonfo Facebook https www facebook com HiltonWealthYouTube https www youtube com hiltontaxwealthadvisors6590Average Joe Finances All of our social media links and more https averagejoefinances com linksAbout Mike https mikecavaggioni comAbout Tawnya https www themoneylifecoach com Show Notes add-on continued here https averagejoefinances com show-notes DISCLAIMER https averagejoefinances com disclaimerSee our full episode transcripts here https podcast averagejoefinances com episodesSupport the showClick here to visit this podcast episode