I have been working as a financial advisor for over 13 years. Over the years I realized that helping clients reduce their taxes was the highest value I could provide. I began to take a deep dive on taxes and now I help high income clients legally reduce their taxes and clients who have a large capital gain legally reduce the taxes on the transaction.
Meet the Founder
I help clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-savings strategies. Tax Alpha strategies are largely esoteric.
When I’m not serving my clients, I am an unpaid Uber driver for 5 kids and all of their activities which include but are not limited to football, basketball, dance and jiu jitsu. When my wife and I can get away….and by get away I mean a house that’s quiet, we like to go to sporting events, eating in nice restaurants, date nights and reading.
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