The Shocking Truth About This CPA’s Tax Strategy

I was left speechless when a new client revealed their story to me… Their CPA had never provided them with a tax plan! Year after year, they were handed their tax return, but left without any strategic guidance or advice. At Hilton Tax and Wealth Advisors, we pride ourselves on our proactive and comprehensive approach…

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Interested in seeing if you could benefit from the Hilton Virtual Family Office

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Interested in learning more about Family Offices and many other advanced tax planning strategies?

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As you focus on different forms of marketing campaigns for your business

As you focus on different forms of marketing campaigns for your business, consider building an email list. Collect email addresses from visitors to your website and use email marketing campaigns to go about promoting your products and services. This is an effective – tried & true – way to reach people who have an interest…

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When creating a marketing campaign for your business

When creating a marketing campaign for your business, don’t forget to invest in paid advertising. By using targeted advertising on platforms such as Google Ads, Facebook Ads, and LinkedIn Ads, you have the ability to reach your target audience, which – in turn – can help to drive more traffic to your website. Interested in…

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Investment Strategy #14: Don’t fall for telephone pitches

The investment industry is plagued by “boiler room” operations. These operations consist of little more than inexperienced people using telephones. They call you and go through a prepared script, for a penny stock or an oil lease or similar “hot” deal. Often, you’ll be assured of a huge, instant profit. Oil has been discovered but…

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Interested in learning more about advanced tax planning?

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In line with our most recent post on earning government-guaranteed interest from tax lien certificates, here is a checklist that can and should be referenced by tax lien investors.

In line with our most recent post on earning government-guaranteed interest from tax lien certificates, here is a checklist that can and should be referenced by tax lien investors. Checklist for Tax Lien Investors – Check your local county or taxing authority for where and when the auctions are held – If you are interested…

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most common tax planning myths

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Investment Strategy #13: Earn government-guaranteed interest from tax lien certificates

Many cities and local governments have auctions or sales that permit you to purchase property tax liens. A property tax lien results when a real estate owner – usually a homeowner – doesn’t pay property tax. – If you purchase the lien, you pay the delinquent taxes For this, you receive a certificate entitling you…

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