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Finance > Consultant, Financial Advisor
Real Estate > Consultant
TaxWealth President/CEO Privately-held |  President of TaxWealth, a tax analysis and solutions research company that identifies tax remedies for owners of real estate, businesses and other capital assets. We also provide value-added tax planning support to real estate and other advisors to help generate more business for them by solving their clients' income and capital gains tax concerns. We are headquartered in Newport Beach, California and serve our clients and professional affiliates nationally. | | | | | CONTACT INFO | | | | Join UPworld to connect to Bruce Jones | | | | WORK EXPERIENCE | | | | Company |  | | Title: | President/CEO | | Company Name: | TaxWealth | | Start Date: | Jan 1990 | | End Date: | Currently working | | Company Size: | 0-5 | | Company Type: | Privately-held | | | TaxWealth is a tax planning advisory firm which serves owners of real estate, privately-owned businesses and other appreciated assets. We are very effective in helping to reduce or even eliminate the capital gains tax concerns when an appreciated asset such as investment property is sold.
In addition to serving our own clientele, we provide value-added tax planning support to CPAs, attorneys, real estate and mortgage brokerage professionals, financial advisors, builder-developers and charitable advisory relationships by helping to solve their clients' tax problems when they want to sell highly appreciated assets. | | | | | | Experience Level | | | Expertise: I entered the financial services industry in 1970 and have taught the subjects of tax management and financial strategy planning since 1974.
In addition, I am Chairman of the Strategy Planning Professional Advisory Council, an alliance of Tax and Estate Planning Attorneys, CPAs, Real Estate and other financial professionals. A firm believer in the TEAM COUNSELING approach in serving our clients, these and other relationships help provide him extensive tax and investment research support, planning and asset management capabilities.
Our main objectives for our clients are to preserve capital, create greater tax-advantaged income and to grow and protect their estates through strategies that are expressly tailored to each individual relationship.
A Certified Financial Charitable Adviser, I have also served the non-profit community for more than 30 years. I am a member of the Planned Gift Development Committee for St. Mary's Medical Center Foundation in Long Beach, California and am also Managing Director for the TaxWealth Charitable Foundation.
| | | Skills: I am a contributing editor for real estate industry periodicals, write on tax planning issues and speak extensively on this topic at public and trade association forums.
| | | | EDUCATION | | | | School: | California State University at Fullerton | | Date Graduated: | Jun 1969 | | Degree: | Bachelor of Arts | | Study Field: | Communications | | | | GOALS AND INTERESTS | | | | Career Goals: Help to generate a significantly greater amount of business and sales for each real estate and business brokerage Affiliate. | | | | Personal Interests: Family, church and continued education in tax planning to enhance my expertise. | | |
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