Let’s save your clients some money!
Real Wealth Tax is passionate about minimizing clients’ tax liabilities. Many tax professionals look for solutions for today. Real Wealth Tax finds solutions to lower your tax bill not just now, but over a lifetime! We can work with your own CPA to train them on these strategies, or you can use our team as a back office. Contact us to learn more about how we can serve you and your clients.
Services & strategies:
- Charitable Lead Annuity Trusts
- Charitable Remainder Trusts
- Roth Conversion Analysis
- Tax Preparation & Recommendations
- Tax Analysis
- CPA Training
Please note: You’ll need to consult a local attorney if legal advice is desired for outside of Wisconsin.
Free Webinar Training Session on these strategies:
Charitable Planning for the Middle Class – presented 6/19/2018 (see webinar details)
Video appears at 1:38
Notes & Resources:
- “Are your clients not charitably inclined? Just call it the tax avoidance trust!”
- How to start this conversation with your clients? Plant seeds now! Whether or not they disclose to you that they have rental property, land, etc., let them know before they make a big sale to talk to you first. Remember, once the sale starts it’s too late!
- “Clients are sick of the tenants, toilets, and termites of their rental property, but they won’t sell because of the tax. Share these ideas with them and you could be their hero!”
- “If I could show you a way to sell this without you having to pay all that tax, would you be interested in knowing how that might work?”
- The 13 states that tax Social Security benefits
- PragerU video on how the tax system works
- Tax Planning from the Heart book!
- Helpful Resource: Warren Buffet’s 2012 Article on Gold (Fortune.com)