I live in Alexandria, Virginia. Near the Supreme Court chambers is a toll bridge across the Potomac. When in a rush, I pay the toll and get home early. However, I usually drive outside the downtown section of the city and cross the Potomac on a free bridge. The bridge was placed outside the downtown Washington, DC area to serve a useful social service: getting drivers to drive an extra mile to help alleviate congestion during rush hour.
If I went over the toll bridge and through the barrier without paying the toll, I would be committing tax evasion. However, if I drive the extra mile outside the city of Washington and take the free bridge, I am using a legitimate, logical, and suitable method of tax avoidance, and I am performing a useful social service by doing so.
For my tax evasion, I should be punished. For my tax avoidance, I should be commended. The tragedy in life is that so few people know that the free bridge even exists.
—Louis D. Brandeis, Supreme Court Justice, 1919–1939
WHAT THE EXPERTS SAY
“Overtaxed breaks down complicated financial concepts and makes them easy for everybody to understand. Whether you are seasoned investor or a novice, this book can guide you to lower taxes in a real way!”
JOSEPH G. D'OLIVEIRA, CPA, CGMA, A.A., LL.D
“It’s rare to find a book focused on retirement investing that is so easy to understand. Overtaxed has clear takeaways on tax free investment strategies.”
FRED S. PETERS, CALIFORNIA ATTORNEY
"From something as familiar as municipal bonds to the less well known health savings account, Ali breaks down tax reduction strategies and shines a new light on retirement planning."
DMITRIY VELIN, CPA
ABOUT THE AUTHOR
Ali Hashemian is a CERTIFIED FINANCIAL PLANNER™ professional and the bestselling author of Overtaxed: Six Powerful Tax-Free Investment Strategies. The book became a bestseller in less than 24 hours due to its simple, easy-to-understand framework to creating a tax-free investment plan. Ali works with individuals, families, and corporations in developing a holistic financial plan encompassing investments, taxes, insurance, retirement, and legal/estate planning. He has been featured a subject matter expert on most major media outlets such as CNN, FOX, ABC, Forbes, and many more.
At Kinetic Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to the “Kinetic Experience”.