Palmer Czaplicki
- Role
- Founder at Lion\'s Share Wealth
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Palmer Czaplicki
Retiring with confidence requires preparation… Does your nest egg diminish with…
Experience
Founder
Oct 2020 — Present
Palmer started working with legal experts to facilitate advanced retirement, wealth preservation, and tax planning structures. With an emphasis on mitigating taxes, Lion\'s Share Wealth\'s focal point is Other People\'s Money (OPM). You can enjoy Double-Digit Returns for lifetime Tax-Free Income by leveraging Other People\'s Money. In addition, Lion\'s Share Wealth promotes a legal strategy to \"Rollover\" your qualified plan (401[k]/IRA) penalty-free and tax-free. This process gives you the keys to have complete control over your financial future and choose where to place your capital with your previously restrictive program. In 2022, Lion\'s Share Wealth launched a PACE-Approved educational course,\"Proactive Planning for Doctors from Starting, Operating & Exiting a Practice,\" which provides 1.5 CE credits to Doctors. This course covers topics important to doctors to ensure their practice is legal and tax-efficient, including how to exit a practice and defer the capital gains tax for 20 years.
Skills
- Laboratory
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