Got a huge

Tax Liability?

You've come to

the right place.

We're experts at
tax-saving strategies.

You've worked hard for your money - you

deserve to KEEP it.

We've helped over 5,000 clients

cut their tax bills in HALF!

“I needed tax savings, and they delivered.”

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Jeff Maguire

If you're ready to stop giving the IRS all your money, let's shift the focus

to keep your money and build true wealth!

We help our clients skip ‘rich’ and go straight to wealthy.

‘Rich‘is a temporary place, and it can be a risky place to be. When you're rich, all it takes is one wrong move, an injury, or a job loss, and poof.

It's all gone.

We don't just help you save on

taxes. Lots of people do that.

After we save you thousands on your taxes, we'll teach you everything you need to know about savvy investing so you can start building wealth. And we'll be there every step of the way.

You can't just work for your money. You've got to put your money to work for you.

We focus on building wealth through asset accumulation. If you love real estate, that's what we focus on. You're in the right place.

“Instead of paying more in taxes, I'm investing that money to build wealth”

Image
Able Olivera

Start creating wealth right now

Only 3% of taxpayers have figured out how to legally pay zero taxes.

We call them the 3% Club.

We're on a mission to get more

people into the 3% club.

We're on a mission to get more people into the 3% club.

Learn our 3-step Wealth Strategy and join this elite club.

Keep

Tax Optimization

Protect your money with smart tax strategies & keep more of it. Do more with it than the IRS ever will.

Grow

Wealth Creation

Unlock the path to long-term wealth and learn how to invest your money for the best returns.

Grow

Wealth Preservation

Protect your assets from creditors and lawsuits while future-proofing them with expert guidance.

Want in the club?

Everyone talks about being rich, but nobody talks about BUILDING WEALTH.

We'll create a plan so you can:

  • Invest your income in assets

  • Build your portfolio

  • Build wealth for future generations

Rich people pay taxes. Wealthy people avoid taxes.

Ready to build wealth?

Ready to have more control over your future?

Maximizing Your Tax Savings in 2025: Strategies to Keep More of Your Hard-Earned Money

As we approach 2025, it's never been more important to stay informed about effective tax-saving strategies. ...more

Marketing ,Financial

December 17, 20246 min read

Maximizing Your Tax Savings in 2025: Strategies to Keep More of Your Hard-Earned Money

Gain FREEDOM while building REAL WEALTH for your family.

Over the last 3 years alone, we've helped clients save MILLIONS in taxes.

If you owe more than $10,000 in taxes, we can help! Want to join the 3% Club? Stick with us. We'll lead the way.

1 Huntington Quad, Ste 1C07

Melville

11747

USA

info@smbtaxplanning.com

2024 © LI Wealth Management - All Rights Reserved

DISCLAIMER: We do not believe in illegal tax evasion. Our strategies are legal, ethical and stand the test against the IRS. Our clients' success is our reputation.