Tax Planning for Business Owners: How Mark Miller Uses Smart Money Strategies to Build Legacy Wealth | Ep. 178 cover art

Tax Planning for Business Owners: How Mark Miller Uses Smart Money Strategies to Build Legacy Wealth | Ep. 178

Tax Planning for Business Owners: How Mark Miller Uses Smart Money Strategies to Build Legacy Wealth | Ep. 178

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Episode 178 Frederick Dudek (Freddy D)

Tax planning for business owners takes center stage as Mark Miller, CEO of Hilton Tax and Wealth Advisors, joins Freddy D on the Business Superfans Podcast to break down how the smart money plays the long game.

Most entrepreneurs grind to grow revenue—but never build a tax strategy, leaving massive money on the table and risking everything on a single asset: their business. Mark reveals how family offices, institutional investors, and the Hilton legacy prioritize safety first, diversification, and tax mitigation before chasing returns.

This episode delivers a blueprint for turning financial chaos into clarity—so business owners can sleep better, scale faster, and create legacy wealth without gambling their future.

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Key Takeaways
  1. Tax strategy beats tax filing: Filing returns isn’t a plan—intentional tax planning is how smart money wins year after year.
  2. Safety-first investing mindset: Elite investors protect 50–60% of assets before taking calculated risks.
  3. Your business is one stock: Overconcentration is dangerous—diversification is defense.
  4. Family office thinking for SMBs: You don’t need $20M to apply institutional strategies.
  5. Clean books = competitive advantage: Accurate reporting uncovers risk, fraud, and growth opportunities.
  6. Stress kills scale: Removing financial chaos frees leaders to grow revenue and empower teams.
  7. Overdeliver to create superfans: Saved taxes = instant trust, referrals, and raving fans.

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Guest Bio:

Mark Miller is CEO of Hilton Tax and Wealth Advisors and manager of the Hilton Family Office. A former American Express financial consultant, Mark has authored nationally published books, spoken alongside Suze Orman and Dave Ramsey, and now brings family office strategies to everyday business owners seeking smarter investing, tax efficiency, and legacy protection.

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Freddy D’s Take

Mark Miller didn’t just drop theory—he broke down how the smart money actually plays the game. This episode felt like watching film with a championship coach. The wealthy don’t win by gambling—they win by controlling risk, protecting assets, and leveraging the tax code like a playbook.

This is exactly the type of strategy I help clients implement through my SUPERFANS Framework™ inside Prosperity Pathway coaching. When business owners stop fighting financial fires, they unlock creativity, scale faster, and turn clients into lifelong advocates.

That’s how you build superfans—on and off the balance sheet.

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