47 Years of Experience Mitigating Taxes

Mr. Jones entered the financial services industry in 1970 and has taught the subjects of tax management and financial strategy planning since 1974. 

He is a Certified Tax Coach™, Chairman of the Strategy Planning Professional Advisory Council, an alliance of Tax and Estate Planning Attorneys, CPAs, Real Estate and other financial professionals, and a member of the Planned Gift Development Committee for St. Mary’s Medical Center Foundation in Long Beach, CA. 

Mr. Jones is also a co-founder of the Aliso Viejo (CA) Chamber of Commerce, writes on tax planning issues and speaks extensively on this topic at public and trade association forums.


What you’ll learn about in this episode:

    • Why it’s important to understand and have a working knowledge of tax codes
    • The benefits of getting a second opinion tax diagnosis
    • Why you can never beat a tax credit when you’re dealing with mitigation of income taxes
    • The amount of money you can save for retirement if you set aside $1/day for an entire year starting at age 20 & averaging 14% average rate of return
    • Why inflation is our friend
    • What you really get when you work with a CPA or accountant
    • Different approaches that you can use to sell real estate or businesses
    • Why there is no cure-all in tax planning
    • How you determine whether or not something is worthy enough to purchase & is going to make a good investment
    • The importance of using written tax laws when it comes to tax planning

Click Here for the Podcast





If you haven’t given us a rating or written a review in iTunes yet — we would greatly appreciate your help! 
Here’s how: 
Step 1: Open iTunes.com  & Login
Step 2: Search for “Real Estate Investor Summit” in the upper right corner in the iTunes search box
Step 3: Click on the Real Estate Investor Summit show icon in the search results
Step 4: Our show page has a tab for Reviews. Click on the “Ratings and Reviews” tab
Step 5: Give us a star rating and then click the “Write a Review” link to leave your review 
Don’t have an iTunes account?  Here is how to get one:

Get an Apple ID to subscribe and review the podcasts: 

If you don’t have an Apple ID or have never used iTunes before you should first go to:



This will let you create an apple account.  

Then download iTunes: 


Look on the left hand side about halfway down the page for the Blue Download button

Let me know if you have any troubles at support@1000Houses.com