- Chairman and CEO of Market Street Financial Advisors, LLC and its subsidiary, Market Street Philanthropic Advisors, Inc
- Creator of the CLEAR Plan™ (Charitably Leveraged Estate Accumulation & Retirement Plan
- Author / Guest Columnist / National Speaker
This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments - the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI) - in order to achieve some amazing goals.
- Offers insights on increasing your current income while paying less tax on it
- Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes
- Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans
The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
is indispensable reading. Learn how to fight back-legally!"
- Bill O'Reilly™, Anchor, Fox News Channel
Accumulation & Retirement Plan
The Charitable Leveraged Grandparents Legacy Plan
The Charitable Leveraged Supplemental Income Pan for Professional Athletes
The Power of Leveraging the
Charitable Remainder Trust
Your Secret Weapon Against the
War on Wealth
Don't Die Until You Read This!
Avoiding the Estate Tax Trap
Charitable Remainder Trust
Your Secret Weapon Against the
War on Wealth
Don't Die Until You Read This!
Avoiding the Estate Tax Trap
Full Media Schedule - Click Here
Black Tie Magazine & Dan Nigito host Luncheon at Cafe L'Europe
Media Clips:
12/26/09 - Jordan Rich Show - WBZ (radio)
(link coming soon!)
12/6/09 - Bob Salter Show - WFAN (radio)