Tag: Private Markets
How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

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Do you think tax planning is just about preparing for the upcoming tax season?

Think again. The most effective tax strategies require year-round planning and can even start years in advance!

In this episode of Proactive Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors. Uncover strategies to mitigate tax liabilities, hear tips to help maximize your financial outcomes, and hear real life examples of their implementation. 

Ken and Mark discuss: 

  • The focus of Mark’s books and how they can help business owners save on taxes
  • The collaboration between different advisors, such as CPAs, tax mitigation specialists, and financial advisors for effective tax planning
  • The benefits of incorporating formal and comprehensive tax plans into long-term financial goals
  • Real-life success stories that illustrate the impact of meticulous financial planning
  • And more

 

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About the Host: 

Ken New brings more than 25 years of financial industry experience and expertise.  Ken began his financial career as a manager at John Hancock in 1991. Today Ken is the founder & owner of Pinnacle Financial Wealth Management, a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA’s, fellow advisors, and attorneys. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. As a team based consultant, Ken collaborates with both local and national experts within an exclusive Virtual Family Office model to provide a holistic approach to full financial planning.   Ken’s dedication to full financial planning allows him to provide more value and increases client satisfaction.  Ken is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. Ken New is the host of the Proactive Tax Strategies Podcast where he showcases many unique tax mitigation strategies and retirement topics.

 

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About Our Guest: 

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. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.

Mark is also a best-selling author, having written several books on personal finance. His latest book, The Tax-Free Business Owner teaches business owners how to zero out their taxes, just like many Fortune 500 firms.

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Navigating Private Securities with Alan Hardee (Ep.5)

Navigating Private Securities with Alan Hardee (Ep.5)

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Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments?

Ken New, joined by guest Alan Hardee, discusses the role of private securities in diversifying investment portfolios. Together they focus on the potential benefits of private markets, which include a mix of income and growth, potentially higher yields, and lower correlation to public markets, thus potentially reducing risk. They outline the due diligence process for selecting private investments, focusing on established companies with solid track records.

Ken and Alan discuss: 

  • The advantages of private securities over traditional publicly traded stocks and bonds
  • What risks are associated with private investments
  • How due diligence is conducted for selecting private securities for investment portfolios
  • What potential benefits do private securities offer, including aspects of growth, income, and tax advantages
  • And more

 

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Connect with Alan Hardee:

About our Guest: 

Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Certified Financial Planner (CFP®) designation, and the Chartered Life Underwriter (CLU®) designation, Alan has distinguished himself from the large crowd of stock brokers, wealth managers, and other investment professionals whose scope of expertise and experience is relatively limited. Although practicing law is not his profession, his legal background serves him well in evaluating private equity investment opportunities for his clients.

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