In 2010 Barack & Michelle gave their CPA all of the documents they needed to file a timely and accurate income tax return. They used one of the top accounting firms in the country and they were meticulous to get the right numbers in the right boxes on the right forms by the right date knowing that their personal income tax return would be published on the White House website for all the world to review.

         Had they spent some time with me in 2009 I could have created a plan that would have saved them more than $600,000 in income tax, easily, ethically and legally. They could have also shifted a great deal of money to their daughters without paying estate or gift taxes.

        Tax Planning and Tax Preparation are two completely different skills and require completely different mindsets.

A Tax PREPARER is an historian; a Tax PLANNER is an architect.