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Average Joe Finances
On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
Average Joe Finances
274. Expert Tax and Wealth Strategies with Mark Miller
Join 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 Advisors
00:02:24 Mark Miller's Journey and Expertise
00:06:20 Advanced Tax Mitigation Strategies
00:06:38 The Importance of a Formalized Tax Plan
00:07:27 Proprietary Strategies for Tax Savings
00:08:28 Client Success Stories and Minimum Requirements
00:09:01 Beyond Basic Deductions: Deep Dive into Tax Codes
00:09:50 Home Office and Accountable Spending Plans
00:10:18 Tax Mitigation for W-2 Employees
00:10:58 Living in High-Tax States: Strategies to Save
00:11:43 The Legal and Ethical Side of Tax Mitigation
00:12:25 The Role of Legislatures in Tax Codes
00:12:52 Achieving Zero Tax Bracket: Real Examples
00:14:34 Fee Structure and Client Proposals
00:15:36 Hilton Wealth: Investing Like an American Dynasty
00:16:57 Mark Miller's Personal Motivation and Background
00:23:16 The Role of CPAs and Red Flags to Watch For
00:25:18 The Importance of Trust in Financial Relationships
00:26:03 Understanding the Role of CPAs and Financial Advisors
00:27:57 Success Stories: Transforming Financial Futures
00:30:12 Addressing Common Fears in Personal Finance
00:32:53 Lessons Learned from Financial Mistakes
00:35:30 The Value of Conservative Investment Strategies
00:41:28 Getting Started with Financial Planning
00:44:00 Final Thoughts and Words of Wisdom
Find Mark Miller on:
Website: http://hiltonwealth.com
LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/
Facebook:https://www.facebook.com/HiltonWealth
YouTube: https://www.youtube.com/@hiltontaxwealthadvisors6590
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
*DISCLAIMER* https://averagejoefinances.com/disclaimer
See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
