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You cannot lead others where you have not gone, yourself. Winning Tax Strategies is based on decades of experience in the world of advanced charitable tax planning. We are teaching the very same tools, techniques and strategies that we, ourselves, have implemented in the field. We have used our proprietary planning software in numerous real-world cases. We have answered innumerable challenging questions from all quarters. We have implemented numerous Winning Tax Strategies for happy clients. We are, now, bringing this experience to you.
It is good to keep in mind that the power in this training does not lie with Winning Tax Strategies or any of its associates. The power is in the strategies. We will equip you with the skills, abilities and tools to harness this incredible power.
After graduating from Purdue University (1995), Mr. Ruddle eventually found his way to Family Wealth Counselors of America (2000; FWCoA), an advanced charitable tax planning firm. Mr. Ruddle helped develop the planning software used by the firm, became a trained Family Wealth Counselor and partnered with the founder of FWCoA. Now, 25 years later, Mr. Ruddle has extensive field experience and knowledge to add to his initial training. Mr. Ruddle is not a lawyer, CPA, money manager and provides no advice on securities. He is an advanced charitable tax planner. Mr. Ruddle is also an accomplished musician, a computer programmer, a lover of all things math/science, a man of strong faith and dedicated to his family.
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