Why SYTB >

The IRS is a formidable opponent, but you have an advantage.

Imagine you're a football coach and you have your opponent's playbook. Or you're a baseball manager who has stolen your opponent's signs. You'd like your chances in the big game.

You're biggest opponent in the wealth management game is the IRS. Tough opponent. Big payroll. Lots of mean, shifty players. But you have an advantage. You have the IRS playbook. It's called the tax code and it allows you to predict with stunning accuracy how the IRS will play the game.
 
So you have the playbook. Why don't you use it?

In the wealth management game, we spend far more time planning for opponents we can't control -- unpredictable securities, volatile commodities, shifting bond markets -- and too little time planning to defeat an opponent we can control.

You can compete and win against the IRS by thinking intelligently and planning proactively. Rather than taking it on the chin, rather than rolling the dice, you can put the tax code to work for you. The tax code is right there, in black and white. If you plan intelligently, you'll keep more of your money. When you plan intelligently, you KNOW you will have more money to invest. That's far better than the big gamble where you play the markets and HOPE for the best.