FREE CONSULTATION: Reduce the Cost of Taxation, Potentially Improve Investment Performance, & Grow Your Wealth
A FREE Wealth Acceleration Consultation Exclusively for MoneyShow Investors
There is still time to make changes in optimizing your tax and investment strategy for 2024.Charlie Dombek, Wealth Architect and CPA, shares insights and insider secrets that you can benefit from 30 years of work as a tax planner and investment analyst.
Get an insider view on how the IRS is spending its $80 billion dollar investment and what you need to do today to protect yourself.
Learn how to avoid the biggest investment mistakes that many Americans suffer from that prevent them from accumulating enough capital to stop working.
Learn ways to diversify your market-based investments into passive real estate and alternative asset classes that have the potential to double or triple market-based returns.
Learn how your investment capital, with a few small changes, can generate significantly more monthly income compared to stocks, bonds, mutual funds, and ETFs.
FOUR FACTORS DETERMINE
How Much and How Fast Your Wealth Grows
80% of Your Ability to Grow Your Wealth Is dependent on two of the four factors:
Taxes & Investment Performance
We Are Wealth Architects
That Focus on the
80% That Matters
Are you concerned about how the New Tax Plan affects you?
What happens when the IRS finishes hiring 90,000 new employees?Well, you should be – the current administration is trying to make the most sweeping tax changes in over 30 years.
The great news, however, is the Code is embedded with savings for Investors, Business Owners, and Entrepreneurs. At least those that are proactive and take the time to plan.
Unfortunately for those of you who don’t, there will be missed opportunities and potentially some hidden pitfalls that may cost you tens of thousands of dollars.
Millions of Americans will be audited, and what you do today matters for a minimum of 3 years and up to 7. I will show you how to fly under the radar of the IRS and protect you from a gun-carrying IRS agent.
So let me ask you. Do you want to learn how to keep more of your hard-earned money under the new plan…before it’s possibly too late?
Responsibly diversify and reallocate market-based investments into passive real estate and alternative classes, with the potential to improve performance and shelter income and gains from taxation
Focus On
Reducing Taxes
You Must Act Now!
Learn How to Immediately Recover Tax Dollars You Are Unnecessarily Paying.
Create A Lifetime Annuity Of Savings That Push Back the Retirement Clock By Years If Not Decades
Here Lies the Problem – Many CPAs Are Historians telling You How Much You Make, How Much You Owe, How to File, and Often Times Require You to Write Large Checks At the Last Minute
We Are Tax Planners – We Help You Keep More of Your Hard Earned Money.
Focus On Potentially
Improving Investment Performance
At Best, Most Americans Grow Their Wealth at 6 to 8% Over a Career of WorkMost Americans Have All Their Capital In Stocks, Bonds, Mutual Funds and ETF’s – All Financial Products.
Those With Market-Based Investments Are Lucky to Have What They Started With Three Years Ago When Interest Rates Were at 3%.
Having Counted Ultra-Successful Clients’ Wealth For 30 Years, I Have Learned the Magic Formula for Accelerated Investment Performance.
It’s Called The Three Legged Diversification Strategy with Three Distinct Investment Categories: Financials, Passive Real Estate, & Alternatives.
Three Legged Diversification Strategy
Focus On the 80% That Matters to You
Our Wealth X-ray focuses on the 80% that matters and creates a Lifetime annuity of savings- Learn How to Recover Dollars You Unnecessarily Pay in Federal and State income Taxes
- Create A Lifetime Annuity of Savings and Compound Dollars You Are Paying to the Government
- Protect Yourself From the Onslaught of Audits
- Create The Investment Report Card That Documents Performance & Benchmarks Each Individual Asset Against the Index
- Responsibly Reallocate Market Based Investments Into Real Estate & Alternatives
- Create More Tax Advantaged Cash Flow From Your Investment Capital
What Our Clients Are Saying
I advise everyone to use his strategic planning. Charlie saved me over $50,000 in the first year I worked with him. He’s consistently saved me 30% off what my former accountant could do. You have nothing to lose and lots to save!
Charlie helped me negotiate the sale of my dental practice and allowed me to get paid more than $100,000 more than I was offered initially. You need to talk to Charlie before even thinking about selling your practice!
I recovered $39K in overpaid corporate taxes by returning a net operating loss. Charlie implemented a specialized pension plan that created a $1.4M tax deduction when I sold my dental practice, which saved me $600K.
I saved over 20% in federal taxes and engineered the acquisition of a new practice building adding over $ 100K in value.
Charlie Dombek, CPA
Most CPAs are historians who tell their clients how much they make, how much they owe, when and where to file their taxes, and oftentimes how to write large checks at the last minute when you least expect. We help clients recover dollars they unnecessarily pay in State and Federal income taxes. Many Americans have all their capital in market-based investments and, at best, grow their wealth at a 6 to 8 percent annualized rate over a career of work. And then suffer major losses in down markets. We help clients create the X-Factor in their financial life by responsibly diversifying capital into off-market investment passive real estate and alternative classes, which offer the potential for both improved performance and a tax strategy that oftentimes keeps the income and gains off the 1040.
To take advantage of the tax laws, you must plan now and move your pieces on the tax chessboard in a way that benefits you rather than the Government.
Get the specific advice you need now to create a lifetime annuity of savings from impending and proposed tax law changes.
Again, If you are concerned about what’s happening, I have you covered and will stop the government tax train dead in its tracks!
To take advantage of the tax laws, you must plan now and move your pieces on the tax chessboard in a way that benefits you rather than the Government.
Axium Wealth
We are a Wealth Acceleration and Tax Mitigation Company that offers personalized financial strategies to help our clients build wealth and minimize taxes. We know that 80 percent of the ability to grow your wealth rapidly is dependent upon how much you pay in income taxes and how well your investments perform. We have a consistent track record of recovering dollars our clients unnecessarily pay in the form of state and federal income taxes. Our team helps clients responsibly reallocate capital out of market-based investments into passive real estate and alternative investments. Our clients typically save 30 percent or more on their taxes, are potentially able to increase multi-year rates of returns by a factor of three or more, and can reach their financial freedom goals years, if not decades, before normal retirement age.
Learn more about our services and how we can assist you in becoming the Architect of Your Financial Future.
