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
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!