June 16, 2022 CFO Agency

Lifetime Learning

We have been meeting with a number of new clients lately. All of whom are committed to learning new ways to work with money so they can create not only the kind of business they desire to have today but more importantly, the kind of legacy they want to leave to future generations.

Money continues to be one of the least talked about subjects in families. It is also one of the least taught subjects in school.

What if you could be the one to change that legacy in your family?

What if you could give the way you wanted to?

What if you could live the life you desire now, while at the same time grow your business and create a legacy for future generations?

What if you could truly create your dream life now?

If you have been following me for a while you know that it is my belief that the dreams you have on your heart to create in life are a gift just for you. How you want to live, the kind of difference you want to make and for who are unique to you.

What lengths are you willing to go to, to truly make your dreams a reality?

No matter what that dream looks like, money will most certainly be a part of it. Money is a tool and when it is used properly it can be very powerful in creating the picture you desire. Like any tool, it can be used in many different ways and there are things to learn about how to use it.

When it comes to money there is typically one of two areas that most people start with; either learning how to create more of it or how to keep more of it in your pocket. 

When it comes to keeping more of it in your pocket, mitigating tax is a great place to start.

Judge Learned Hand had this to say about mitigating taxes:

“In America, there are two tax systems; one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”

Are you willing to learn something new? If so, let’s talk!

In Abundance,



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