My guest in this episode is Tim Gertz. Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals, and investors
With more than 16 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.
Tim and I discuss in this episode a conservation easement strategy, direct investment in oil, and gas, captive insurance strategies, donor-advised funds and the estate tax opportunity.
771: Mikkel Thorup: How To Secure Your New Life Abroad Through A Plan B
My guest in this episode is Mikkel Thorup. Mikkel is the world’s most sought-after expat consultant. He focuses on helping high-net-worth private clients to legally mitigate tax liabilities, obtain a second residency and citizenship, and assemble a portfolio of foreign investments including international real estate, timber plantations, agricultural land and other hard-money tangible assets.…
770: Mike Fallat: How To Multiply Your Business With The Million Dollar Book
My guest in this episode is Mike Fallat. Mike is the author of many business-related books. He has a goal of helping 1,000 entrepreneurs publish books and teaching them how to use their books as a gateway to generating 7-figures. His company, Dreamstarters Publishing, offers ghostwriting, cover design, automated funnels, and book fulfillment. They have…
769: Steven Bowles: Advanced Family Office Strategies
My guest in this episode is Steven Bowles. Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve…
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