Rebecca Walser is a Top 100 US Advisor1, a Tax Attorney, a Wealth Strategist, a Certified Financial Planner® and now a #1 Bestselling Author of her first book, Wealth Unbroken – Growing Wealth Uninterrupted By Market Crashes, Taxes, And Even Death.
Ms. Walser is D I F F E R E N T… She has combined her years of financial experience with her tax law expertise to create an approach to building and sustaining wealth that most conventional advisors never even consider. Most advisors are new to tax diversification plays, but they are quite late to the game. Furthermore, they are not actually qualified to give you tax advice as their disclosures direct you to seek the advice of a tax professional. Most often, they are just advisors with a tax message… or they are an advisor with no tax message at all – even worse.
Leveraging her background as a financial consultant and a tax attorney, Rebecca discovered the two fundamental flaws in building and accumulating wealth in America since the 1980s – a case she builds quite thoroughly in her book. The combined threats of extreme market volatility and future tax law changes – which will be necessary due to the vastly changing demographics of the US population and the economic position of America in 2018 – demand a fresh approach to building your wealth where the status quo is intentionally challenged for its glaring failures. Rebecca is uniquely qualified to structure and implement such fresh strategies for her clients.
Many people falsely believe they have everything covered through the combined advice of their advisor and CPA. But, in fact, most CPAs do not practice tax mitigation/tax minimization strategies and give the exact opposite advice they should in order to achieve those objectives. “The reality is that relying on your CPA to minimize your taxes over your lifetime will fail most Americans and their CPA doesn’t even realize it!” said Ms. Walser and she was interviewed on this exact topic by the Journal of Accountancy, the premier professional journal of CPAs. “If people have been following conventional financial advice, then, they are, without a doubt , missing the boat!” she continued.
Ms. Walser has built a national advisory wealth practice, under the overall umbrella of understanding coming taxation and where wealth should be built, with clients across the country where the practice’s tag line is appropriately ‘Challenging the Wisdom of Convention.’ “When someone has that inner voice telling them there is something more they should be doing, that is when they come to us… they get it and hopefully many more will get it before it is too late,” Ms. Walser concluded.
1 – Investopedia 2018 – Top 100 Most Influential US Advisors
Ms. Walser is a licensed tax attorney, who earned her advanced law degree in Federal Taxation from the highest rated tax law program in the US at NYU. She is a certified financial planner, CFP®, with two decades of financial and legal experience combined. She earned her undergraduate degree, summa cum laude, in Finance, her Juris Doctor degree, cum laude, from the University of Florida, her Masters of Law degree in Taxation from New York University, worked in international finance with PricewaterhouseCoopers LLP, and continues to practice law in the areas of federal taxation, wealth preservation, trusts, and legacy planning, business succession and estate planning, and asset management and protection.
Business Development Manager
Business Development Manager
Client Service Coordinator
The Walser Wealth Management Team
Please enjoy this short video into and all around our office. – courtesy of ABC’s Morning Blend