Successful Business Owner Paying Too Much In Taxes

Learn More!

Tax compliance is not the same as tax planning. Your CPA or tax preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a tax planning strategy.

Keeping the most of what you make is important to your business, and we want that too. We can find the missing opportunities that may be costing you thousands in taxes every year.

Meet Dale Montgomery!

Dale was born and raised in White Bear Lake Minnesota, where he was the youngest of 8 kids. After high school, he went to school for Electromechanical Technology. However, by the age of 26, he realized that he would rather be self-employed doing something with more upside potential. So, in 1990, he followed his brother's footsteps and received his real estate license. Dale invested 20+ years in real estate. He began as a Realtor, then received his Brokers license at which time he started a successful real estate company with a partner. Dale also traveled the country and studied from some of the top real estate minds in the country. He studied investing using real estate options, land trusts, personal property trusts, using entity structuring for reducing tax liability and added asset protection.

In 2012, Dale was asked by a friend to attend a tax-free Retirement and Asset Protection Seminar as the real estate expert for anyone who might have questions pertaining to real estate. But after watching the presentation, Dale quickly realized that he had missed his calling. As he had done in real estate, he sought out some of the top minds in the financial industry, to learn from and in some cases, partner with.

Starting with his career in real estate, through today, Dale has always had a passion for tax reduction, asset protection and wealth creation.

Created by:

Tax and Retirement Specialists

Learn More!