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Capital Crusaders: Long Term Planning To Legally Reduce Your Taxes Every Year

Capital Crusaders: Long Term Planning To Legally Reduce Your Taxes Every Year

by Todd Mardis, Walt Dallas
Capital Crusaders: Long Term Planning To Legally Reduce Your Taxes Every Year

Capital Crusaders: Long Term Planning To Legally Reduce Your Taxes Every Year

by Todd Mardis, Walt Dallas

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Overview

Thousands of people just like you work hard day after day, trying to plan the right way to save money for retirement and leave something tangible behind for loved ones. But your federal tax burden is taking such an enormous bite out of your profits each year that you're almost reluctant to expand your company further and create even more taxable wealth.

If that sounds like you, try to get your mind around cutting that federal tax bill to approximately fifteen percent each year — and keeping it there. How, you ask, is that possible without running afoul of the IRS?

Todd Mardis, a consultant with over 25 years in the financial services industry, and tax attorney Walt Dallas head up Capital Preservation Services (CPS), a unique wealth management firm that will partner with you to not just put your money to work more effectively, but make sure you receive every last deduction possible — completely legally — from the federal government.

Written in an engaging, conversational style and brought to life with examples of specific U.S. Tax Code deductions you can begin using right away, Capital Crusaders is a real-world look at the many ways you will acquire crucial tax code knowledge as well as developing good habits that will last a lifetime.

Why wait any longer to get started? The book you hold in your hands will literally change your life.


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Product Details

BN ID: 2940162169246
Publisher: Republic Books, LLC
Publication date: 05/25/2021
Sold by: Barnes & Noble
Format: NOOK Book
File size: 9 MB

About the Author

Todd Mardis:
I began in the financial service industry in 1993 with Revere Financial Services. I was straight out of college and I had little to no experience in the world of finance other than a few college courses. I had the benefit of working with Gerald Sartin and Bruce Sartin. These two individuals had as much impact on me professionally then as they do now. They taught me the importance of learning at a deep level any product or service I offered. They emphasized filling a “hole” for the client’s financial portfolio, and everything else would fall in place. Over the next twenty-eight years my practice evolved into filling a hole, which was focused on reducing income taxes for successful business owners. This evolution was completed in 2009 when I strategically partnered with Walt Dallas, the book’s co-author. Over the last eleven years, Capital Preservation Services has expanded into a national consulting firm with clients in forty-six states. CPS has partnered with multiple national professional associations and continues to grow. Our success is built on service as much as it is black letter tax codes. This book is written in a conversational form, and the intent is to provide insight into high-level tax planning processes without putting the reader straight to sleep.

Walt Dallas:
As a tax attorney, I have the opportunity to assist clients on many different levels. These levels have included estate tax planning, asset protection, business succession planning, and obviously income tax planning. As a young attorney, I was introduced to real income tax planning in the 1990s by a group called Fortress Financial Group. This group was comprised of tax attorneys, CPAs, and some of the country’s top financial planners. The lesson learned was with planning and thinking outside the box, as there are a great deal of opportunities for legal tax reduction. Many of these opportunities begin with a proper corporate structureThe strategic alliance with Todd and Capital Preservation Services has allowed me to share these processes and techniques with successful business owners on a national level. I have written and co-authored several books including: The Complete Guide to Estate and Financial Planning in Turbulent Times and How to Pay Less in U.S. Taxes: Change Your Facts to Change Your Tax. This book, Capital Crusaders, is a very informative book that offers the reader a great deal of insight into true tax planning.

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