Adil N. Mackwani

Tax Strategies for High Net-Worth Individuals (eBook, ePUB)

Save Money. Invest. Reduce Taxes.

• Format: ePub

Produktbeschreibung

This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of High Net-worth such as Business Owners, Doctors, and Lawyers etc. The book contains strategies that could help your overall Financial Plan after consulting with a Fiduciary Professional.

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Produktdetails

• Verlag: M&A Wealth
• Seitenzahl: 104
• Erscheinungstermin: 2. April 2020
• Englisch
• ISBN-13: 9781734792614
• Artikelnr.: 58953745

Autorenporträt

Adil N. Mackwani was born In Houston, Texas to an immigrant couple who are proud Americans that worked hard to create the American Dream. Growing up, talks around the dinner table would revolve around the businesses that his family owned. He saw how hard his parents were working and wanted to figure out instead how to make their money work hard for them. This led Adil to develop a passion for business and to study capital markets. His interest in business led him to be elected as President of DECA at Clements high school. Adil then went on to attend the University of Texas and then continued to pursue an MBA in Finance and Investment Management from the University of Houston. Throughout his studies he began to read and educate himself on teachings of value investing and financial planning. Which led him to begin his career at a Boutique Financial Planning firm in Houston. Over the years he worked with business owners and individuals to educate them on how to achieve financial freedom while growing their assets. Adil formed M&A Wealth to create more value opportunities for his clients while giving a personalized approach to financial planning that focuses on the goals of businesses and individuals.