If you are like most Americans, you’ve built your nest egg – whether it’s $10,000 or $10 million – through hard work and success in your career or business.
And through the ups and downs over the years, you’ve grown your savings with careful investing and solid financial planning...
So the last thing that you want to have happen is to see your wealth sucked away by Uncle Sam.
But as you look to establish a solid financial future for your family, plan for your retirement years, or begin to enjoy the fruits of your life’s work – that’s exactly what’s about to happen.
Our national debt now stands at $16.8 trillion, up a mind-boggling 58% from $10.6 trillion just five years ago. That works out to more than $50,000 owed by every American.
More than 100 million citizens currently receive benefits from Uncle Sam – other than Social Security and Medicare.
And estimates show that the cost of benefits promised to Americans amounts to an average total of more than $250,000 per citizen.
Politicians won’t cut spending... not if they want to get re-elected. And even when they do make modest reduction in increases, they might as well be bailing out the Pacific Ocean with a teaspoon.
Meanwhile, 10,000 of America’s 78 million baby boomers turn 65 every day. And they all expect every dime that’s been promised to them.
So with ever-increasing debt... ballooning social programs... and entitlement programs on the verge of bankruptcy... the big question is...
Where is all this money going to come from?
If you haven’t already guessed, there is only one answer... And that answer is “you.”
And it’s already starting...
The Great American Taxpayer SqueezeOn Jan. 2, 2013, President Barack Obama signed the so-called “American Taxpayer Relief Act” into effect.
Hikes in capital gain and dividend taxes... an increase in the “death tax”... phase-outs of key deductions and credits...
And as we approach the end of the year, millions of U.S. taxpayers, including many active investors, don’t fully understand how many provisions buried within the 59-page bill could absolutely devastate them just months from now.
Further, many certified public accountants – and even tax software programs – are either still in the dark or dead wrong about the full implications of this new law.
Bottom line: Today, your wealth is in immediate and serious danger.
And these new laws are just the first shots of the coming tax war against any American with two nickels to rub together.
With out-of-control government growth and spending... a still unstable economy... and dozens of new laws and regulations coming into full effect, many middle- and upper-class Americans are looking at a coming “Tax Crisis.”
But here’s the thing...
The few who fully understand what’s happening behind the scenes in Washington can get a leg up starting today.
You can avoid these imminent threats to your wealth...
And actually turn the tables and profit massively with a “tax advantaged” life.
That’s why we are inviting you to attend our urgent FREE presentation...
Wealth Survival Summit:
At this groundbreaking video event, you’ll get answers to the most urgent issues facing U.S. taxpayers today.
Tax-Slashing Secrets to Outsmart Big Government
Tuesday, Dec. 3, 2013, at 2 PM EST
(And keep in mind: If you can’t make this premier air date and time, we plan to provide a replay afterward. But you still must register today to receive guaranteed access to this event.)
We’ll reveal the biggest single misunderstanding about the new tax provisions that could cost you thousands or more... how some tax brackets can take advantage of one of the few remaining little-known “loopholes” many don’t even know about... and what’s the most critical step you must take today to avoid getting blindsided by the IRS.
In this breakthrough roundtable, our world-class team of tax-reduction experts will present their top strategies for legally and ethically outsmarting Uncle Sam’s coming “big money grab,” and you’ll discover...
- The most important single factor that differentiates the ultra-rich from the rest of us (Hint: It’s NOT the size of their nest egg)...
- The biggest “flaw” common amongst 99% of all CPAs that could be costing you a ton of money...
- How to reduce your chances of an audit by 60% to 80% – while getting an even LARGER refund...
- The key to writing off certain tax losses 33 times faster (or more) than most investors...
- How one man turned the nightmare of an IRS audit into “a glorious experience” (seriously)...
- A surprising fatal flaw with tax software programs (even the expensive ones)...
- A new “tax on the wealthy” that could blindside you – even if you are not rich (yet)...
- Why up to 90% of all American taxpayers are likely throwing away $6,900 a year...
- How to pocket an extra $400k to $4 million from your portfolio (without buying a single new stock or bond)...
- And much, much more.
When it comes to taxes, you DO have a choice.
Like many, you can gripe, throw your hands in the air and say, “But there’s nothing you can do about it.”
Or you can spend a few moments at our upcoming event and reap the financial benefits for the rest of your life.
Our Panel of Expert Speakers
Senior Fellow, The Cato InstituteDaniel Mitchell is one of the nation’s leading authorities on tax reform and supply-side tax policy. He currently serves as a Senior Fellow at the Cato Institute. Prior to joining Cato, Mitchell was a senior fellow with The Heritage Foundation, and an economist for Senator Bob Packwood and the Senate Finance Committee. He also served on the 1988 Bush/Quayle transition team and was Director of Tax and Budget Policy for Citizens for a Sound Economy.
His articles have appeared in publications including The Wall Street Journal, The New York Times, Investor’s Business Daily and Washington Times. He is a frequent guest on radio and television, and a popular speaker on the lecture circuit. Mitchell holds bachelor’s and master’s degrees in economics from the University of Georgia, and a Ph.D. in economics from George Mason University.
In the Wealth Survival Summit, he’ll explain just how America got into its current state of economic crisis, and lay out the tough choices politicians must make to save our country (and your wealth) from disaster.
Dr. Scott Brown, Ph.D.
Professor of Finance and Investment U Director of EducationDr. Scott Brown is a 15-year veteran of the futures, forex and options markets. He holds a Ph.D. in finance from the University of South Carolina and an MBA from Thunderbird School of Global Management in Phoenix, Arizona, ranked No. 1 by U.S. News and World Report. His doctoral dissertation in futures trading attracted the interest and sponsorship of the Chicago Board of Trade.
Dr. Brown is currently Professor of Finance at the University of Puerto Rico’s Graduate School of Business, where he teaches doctoral and MBA investments, corporate finance, asset pricing, financial theory and derivative trading classes. Scott is the author of the highly recognized program, “Doc Brown’s Futures, Forex and Options Autopilot.” He is also the creator of the best-selling stock investing course, Investment U’s “How to Build Your Million-Dollar Portfolio From Scratch,” as well as Investment U’s Director of Education. Dr. Brown has spent much of his recent career studying and perfecting the best tax reduction techniques for U.S. investors.
For the Wealth Survival Summit, Scott reveals his top strategies for protecting, preserving and growing your wealth by becoming a forward-thinking investor.
CPA and Former IRS Award-Winning EmployeeJack Cohen has spent his entire career involved with federal taxes. Jack had an exceptional career at the Internal Revenue Service (33 years) where he managed some of the largest corporate audits in the nation. For his work as a manager in the Large and Mid-Sized Business Division, he was given the David Bernard Award in 2006, which honors an employee who has made an outstanding contribution to the division.
As Director of Tax and Accounting at Nevada-based Integrated Tax Solutions, he now leads a team of professionals with many years’ experience at tax preparation as well as tax representation of clients in front of Internal Revenue Service and other taxing authorities. He is an actively licensed CPA in Nevada, Pennsylvania and New Jersey. Jack is also a licensed real estate broker in Pennsylvania.
In the Wealth Survival Summit, Jack will go to work for you and show the hidden fortune that’s likely hiding in your 1040.
Founder and Editor, Retirement WatchRobert C. Carlson is editor of the monthly newsletter and website, Retirement Watch. Carlson is chairman of the board of trustees of the Fairfax County Employees’ Retirement System, which has over $2.3 billion in assets, and was a member of the board of trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005.
He has written numerous other reports, including “Tax Wise Money Strategies,” “Retirement Tax Guide,” “How to Slash Your Mutual Fund Taxes,” “Bob Carlson’s Estate Planning Files” and “199 Loopholes That Survived Tax Reform.” He also has been interviewed by or quoted in publications including The Wall Street Journal, Reader’s Digest, Barron’s, AARP Bulletin, Money, Worth, Kiplinger’s Personal Finance, The Washington Post and many others.
Carlson received his JD and an M.S. (accounting) from the University of Virginia; he received his B.S. (financial management) from Clemson University; and he passed the CPA exam. He is also an instrument-rated private pilot. He is listed in several recent editions of Who’s Who in America and Who’s Who in the World.
For the Wealth Survival Summit, he spent the last year digging into the new tax laws, and he’ll show us important action you’ll want to take right now so that you don’t have unpleasant surprises when you file your taxes next year.
Senior Editor, Casey ResearchDennis Miller is the editor of Casey Research’s Miller’s Money Forever, a monthly investment advisory specifically focused on solutions for income investors, retirees and near-retirees. He aims to empower income investors to make sound financial decisions for today and tomorrow, to prepare and build a bulletproof retirement portfolio, and to ensure having their own money forever. Miller’s strategies include seeking low-risk, high-yield investments that provide a steady stream of income, which is especially critical for those investors who aren't working anymore.
An active international lecturer for 40 years, Dennis has written several books on sales and sales management. He was a contributor to the American Management Association, and is a former U.S. Marine and a member of the Mensa Society. Early in his career, he was an adjunct professor at Northwestern University.
In the Wealth Survival Summit, he’ll show us why the traditional old retirement investing strategies may not always apply anymore, and provide specific steps you should take to prepare for the new paradigm in retirement investing.
Chief Investment Strategist, The Oxford ClubAlexander Green is the Chief Investment Strategist of The Oxford Club, one of the nation’s most successful financial fellowships. A Wall Street veteran, he has over 25 years’ experience as a research analyst, investment advisor, financial writer and portfolio manager.
Under his direction, The Oxford Club’s portfolios have beaten the Wilshire 5000 Index by a margin of more than 3-to-1. The Oxford Communiqué, which contains the portfolios he directs, is ranked fifth in the nation for risk-adjusted returns over the past 10 years by the independent Hulbert Financial Digest.
Alex has been featured on Oprah & Friends, Fox News, The O’Reilly Factor, CNBC, MSNBC and C-SPAN, and has been profiled by The Wall Street Journal, Businessweek and Forbes, among many others.
Alex has also written three national best-sellers, including The Gone Fishin’ Portfolio: Get Wise, Get Wealthy... And Get On With Your Life, The Secret of Shelter Island and Beyond Wealth: The Road Map to a Rich Life. He is also the Chief Investment Strategist for Investment U, an Internet-based research service with over 400,000 readers.
For the Wealth Survival Summit, Alex will show how you could pocket an extra $50,000 to $300,000 with just a handful of very safe and sensible changes to your investing strategy.
Fixed Income Specialist, The Oxford ClubSteve is host and interviewer for the “Wealth Survival Summit: Tax-Slashing Secrets to Outsmart Big Government.”
Steve McDonald has been an active bond and stock trader for over 20 years. Steve specializes in high-return, high-safety income and growth investment strategies. He is currently Editor of The Oxford Club’s Bond Advantage trading service and contributing editor to The Oxford Income Letter, a monthly newsletter with over 10,000 subscribers.
Prior to joining The Oxford Club, Steve was a professional broker and led 30 to 40 investment-focused workshops a year for conservative and retired investors. Before entering the investment industry, Steve spent eight years in the Navy as a naval aviator in both fixed and rotary winged aircraft, and as a Surface Warfare Officer.