Mark Miller: Tax Planning Strategies of the Ultra-Wealthy

About Mark Miller:

Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives, and High-Net-Worth clients cutting their taxes significantly and growing their portfolios. He helps them grow and protect their business and retirement assets in good times and bad. Plus, he preserves long-lasting family legacies.

Mr. Miller is a best-selling author. His latest book, Hilton Wealth: How to Invest like an American Dynasty teaches how the Hiltons invest like the elite and zero out their taxes, just like many Fortune 500 firms. Miller shows his clients how to do the same.

Mark has attained Ethics Approved Status as a Registered Business Financial Consultant with the IARFC. Not long ago, he was one of only 50 Americans to receive the Presidential Businessman of the Year award. He also received a personal commendation from President George W. Bush for his efforts to help Americans build their businesses and wealth.

In this episode, your hosts, Jason and Scott, together with Mark Miller discuss:

• Tax planning beyond just year-end deductions
• Accessing private equity and alternative investments
• Controlling investment risk and safety
• Leveraging whole life insurance for tax-free growth
• Educating people on legal, ethical tax strategies

Key Takeaways:

• Comprehensive Tax Planning: Tax planning is not just about end-of-year deductions; It involves a deep dive into the tax code to uncover legal strategies that can save individuals and business owners up to 50% on their taxes annually.
• Alternative Investments: The wealthy focus on accessing private equity, real estate, and other alternative investments that provide higher, more consistent returns compared to traditional stock and bond portfolios. 
• Wealth Preservation: Preserving wealth is just as important as growing it. 
• Tax-Advantaged Strategies: Utilizing financial tools like whole life insurance can provide tax-free growth and income, aligning with the wealthy's focus on minimizing taxes to accelerate wealth building.
• Educating the Public: There is a significant knowledge gap between the strategies employed by the ultra-wealthy and the average investor, and companies like Hilton Tax and Wealth Advisors aim to bridge this gap by sharing these insights with a broader audience.

"90-95% of people out there are overpaying on their taxes, and they have no idea.” — Mark Miller

Connect with Mark Miller:  

LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/ 

Website: https://www.hiltonwealth.com/ 

Connect with Jason and Scott:

Website:     https://henderxcapital.com/masteryourmillions

X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs 

Facebook:  https://www.facebook.com/groups/realestateinvestorsofutah 

Instagram: @henderxcapital https://www.instagram.com/henderxcapital/

         @jasonihenderson https://www.instagram.com/jason.henderson/ 

Email: jasonchem@gmail.com, scott@henderxcapital.com