Thought Leadership

Self-employed entrepreneurs often leave money on the table for reasons that have little to do with how hard they work and everything to do with structure, timing, and discipline. In a conversation with Charlie Dombek, CEO of Axium Wealth, three themes keep surfacing: choose the right entity, claim what you are legitimately allowed to claim, and plan before December 31, not after. His guidance reads less like theory and more like a practical operating system for keeping more of what you earn. The Quickest Wins Sit in Plain Sight Dombek starts with a simple question: Are you still filing as a sole proprietor out of habit? Many are, and that choice can be costly. Sole proprietors pay self-employment tax of 15.3% on all business profits....

Through a nationwide education effort, Charlie Dombek and Axium Wealth equip investors with tax-smart strategies to build and protect wealth. Axium Wealth, opens new tab, a leading provider of advanced wealth management and tax mitigation strategies, launched a nationwide financial education initiative led by its founder and CEO, Charlie Dombek. The program is designed to help investors, entrepreneurs, and high-income professionals grow their wealth more rapidly through a combination of tax-smart strategies and by improving investment performance through reallocation of market-based capital into off-market alternative and real estate investments that have the potential to generate returns and yields 3 to 4 times that of traditional financial products. With more than 25 years of experience as a CPA and wealth architect, Dombek is recognized as one...

The line that separates thoughtful tax planning from desperate tax side-stepping has always been blurred for the ultra-wealthy. For them, crossing or defining this line can be costly. Charlie Dombek, CEO of Axium Wealth, has provided fresh insights into strategic tax planning demonstrating that this line can be well-defined. He has mastered this complex tax blueprint to provide effective tax planning without manipulation. Axium Wealth is a trusted tax advisory platform for many affluent families and business owners in America. The firm helps clients with long-term wealth planning while abiding by the rapidly evolving tax code. Charlie Dombek has shared these valuable strategies to balance compliance, creativity, and sustainability in tax planning without shortcuts. Guiding Principle: Tax Efficiency, Not Evasion “Our overall goal with tax...

Discover how the wealthy use proactive tax strategies to cut rates, build tax-free wealth, and protect estates. When it comes to taxes, most Americans take a passive approach: gather receipts, hand them to the accountant, and brace for the final number. The ultra-wealthy, however, play an entirely different game — one that treats taxes not as a fixed cost but as a controllable expense. Charlie Dombek, CEO of Axium Wealth, has spent decades guiding affluent clients through the ever-changing tax landscape. In a conversation with Forbes, he shared why proactive planning is more critical than ever — and why the wealthy rarely pay anything close to the headline rates most people assume. The Changing Tax Landscape The 2017 Tax Cuts and Jobs Act (TCJA) created...