Tax Strategies for High Net-Worth Individuals: Save Money. Invest. Reduce Taxes. Paperback – March 26, 2020

Well worth reading on potentially saving $ on taxes.

I found this book to be really helpful and well worth the few $$ that I spent on it. It helped me understand more about back door Roth IRAs.

Great book to set you in the right direction for investing. Quick read, but two different grammatical errors in such a short book, discredits the source.

I’m very happy for this read, I fact checked this entire book. Using it as a fundamental to help clients understand taxes is great but the author is WRONG about Cash Value Life Insurance. It’s not how it works. The companies who SELL it actually SOLD him. It does not have a Tax Deferred option. You can read the actual cash value policies that explain that. Want to know how it works without getting a policy, read “What’s Wrong With Your Life Insurance?” It explains it in detail. Now about the other accounts & information, he is correct. Very helpful. Do not trust cash value life insurance information. You are better off buying a term insurance policy to protect your liabilities & putting the rest of your money in a money market account with a 4% rate of return.

This is my first book on tax strategies. I learned a ton and was able to understand the concepts with ease. I definitely recommend this book to high income individuals looking to shelter their income from high tax rates.

This book is a must read for high net worth and net income people. One of my best reads of 2020!

The biggest problem is that the author fails to mention the income limits on traditional IRAs, which seems like a big mistake since the book is targeting high income earners. If you're making a doctor's income, you very likely won't get a tax break on your IRA contributions.

This book was great. As a small business owner it showed me strategies which I could implement. It made a amazing differnce in how I see money and how I am able to grow my business while reducing taxes with a few simple changes.