Derek Miser Email and Phone Number
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How do you feel about the economic and political uncertainty in our country?I believe most of us agree that we can’t afford to ignore the elephants in our living rooms.Most of us also support and appreciate the institutions that our tax dollars fund. A strong military,healthcare system and law enforcement infrastructure are critical to internal security required tosupport economic activity and the American way of life.These institutions are funded by your tax dollars. Unfortunately, US tax laws are notoriously complicated.The indisputable consequence of the three economic crises of this century is a substantially increasedtax burden that we and future generations must bear. It is up to each of us individually to makes sure we pay our fair share while protecting the interests and future of our families.How will you respond? Will you take a pro-active approach to dealing with these challenges?I educate C-Suite executives on how to convert their largest expenses (i.e., compensation and benefits)to assets on their balance sheets that produce guaranteed income for their organization. In many cases,excise tax liabilities are reduced or eliminated while improving employee compensation/retention andreducing related costs.I facilitate Qualified Opportunity Zone investments, Delaware Statutory Trusts, Conservation Easements,Qualified Small Business Stock, and other tax mitigation strategies.Anecdotally, I work with the NCAA and the major professional sports associations as well as several largehospitals and US law firms to mitigate IRC 4960 tax liability. If you believe as I do that these issues are important, we should talk. Pick a time that works for you at https://calendly.com/miser/private-appointments.
Miser Wealth Partners, Llc
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Chief Managing MemberMiser Wealth Partners, Llc Jul 2017 - PresentFarragut, Tennessee, UsMiser Wealth Partners is a family office advisory firm. Our primary focus is first to understand your current reality and listen to your concerns for the future of your family’s wealth. We realize you may have a financial advisor or planner, a tax attorney, an accountant, or a real estate agent; our staff comprises attorneys, financial advisors, and certified tax professionals. When was the last time your attorney, investment person, and your tax professional collaborated daily on your behalf? That is what Miser Wealth Partners delivers to our clients. The lives of our clients are monitored daily. Their heirs are educated about our work with their benefactors so we can create seamless wealth transitions optimized on our client's behalf with their unique goals in mind. -
Chief Managing MemberMiser Tax Advisory Services, Llc Jan 2024 - PresentMiser Tax Advisory Services, LLC is a full-service tax compliance and strategic planning firm. The firm specializes in tactical tax planning advice for those with significant windfall income tax, complex estate planning, and challenging corporate planning challenges. -
Chief Managing MemberMiser Asset Management, Llc Jun 2022 - PresentMiser Asset Management, LLC is a TN-registered RIA providing investment management services to clients throughout the United States.
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Chief Managing MemberMiser Corporate Benefits Group, Llc Oct 2022 - Present -
Asset Protection Council MemberLodmell & Lodmell Aug 2016 - PresentPhoenix, Az, UsAsset Protection Council ™ (APC) is a premium network of affiliate Attorneys, CPAs and Financial Advisors who are focused on providing a unified approach and access to the breakthrough Asset Protection Concept called The Bridge Trust ® for our affiliates and their clients.The Bridge Trust ® combines the strength of a fully offshore asset protection trust, with the ease of use and low maintenance of a simple domestic grantor trust and has been described as “The most exciting concept to develop since the inception of Asset Protection”.Effectively used to protect thousands of clients since its first use in 1997, The Bridge Trust ® is only available through membership as an affiliate of the Asset Protection Counsel.The APC offers you the capacity to bypass the traditional approach to adding a sophisticated practice area to your practice. By affiliating with the APC you may immediately co-counsel with Lodmell & Lodmell directly to provide full Asset Protection Services, including The Bridge Trust ® , to your clients with virtually no uptime. -
Executive Producer, Social Media Host, Author And Professional SpeakerMiser Media, Ltd. Mar 2015 - Oct 2018Miser Media, Ltd., was created to produce educational media throughout the US. Productions will be airing in 2016. "Inside Social Security" is planned to air on PBS and be designed to educate those 64 million currently and soon to be over 80 million additional "Boomers" who will electing their personal Social Security benefits. The goal of the show shall be to deliver a premium level of education on the topics of worker, spousal, survivor and dependent benefits and how to optimize them when filing for Social Security.
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PartnerDauble, Miser, Worthington, Llc Jul 2016 - Sep 2017DMW, LLC, specializes in delivering institutional tax and wealth strategies to those in the highest tax brackets, as well as, those with significant estate tax liabilities. The firm services individual and corporate clients on both coasts and works in concert with the country's largest and most strategic and tax and tactical asset protection counsel to deliver institutional caliber service to our clients and their referrals.
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PresidentRetirement Income Services, Llc Sep 2014 - Jul 2016The firm specializes in educating investors on the best means to grow their assets in the most efficient tax-advantaged vehicles, withdrawing those monies tax-free and ultimately transfering those assets to their heirs tax-free. Our primary mission is to educate retirement savers about the little known IRS approved methods to optimize their saving plans and retire with a steady flow of tax-free income before or at the time they retire. If you would like to understand these methods, please contact us or visit our websites.
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Financial AdvisorMerrill Lynch Feb 2013 - Sep 2014New York, Ny, UsI work to deliver institutional-caliber financial solutions to corporations and not-profit organizations around the globe. Managing risk is at the very heart of what I do every day. My clients hire me ultimately for my experience and for my judgement and they expect me to anticipate risk, manage through and consisting deliver against their objectives.My clients expect me to be world-class at managing risk, underwriting risk and understanding risk. It is my job to deliver solutions which range from: Selling/Acquire Businesses; Hedging Commodities; Structuring Global Trade Transactions; Public Initial Offerings; Structured Lending, and Affluent Family Office Services.Another important area of my business is Institutional Philanthropic Consulting and Donor Advisory Service. Most of my time spent here is educating and designing successful donor supported fundraising campaigns on behalf of important regional charities. -
PresidentGryphon Private Family Wealth Services Feb 2003 - Jan 2013The Company is a private family office and concierge service provider to 100 million + families throughout the United States. Services include acquisition and deposition of large capital assets, real estate; private equity formation, structured-finance, and small-large mezzanine financing.
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OwnerDbm Wash Systems Jan 2003 - Jan 2013Developed and owned a network of over 20 autowash facilities that included express-exterior locations, full-service locations, self-service locations, in-bay automatic operations and mobile detailing through the state of Tennessee. At its peak the company washes over 300,000 vehicles annually and had sales in excess of $3.5 million. The Company also developed, supplied, serviced and maintained autowash facilities for companies such as CarMax, Enterprise Rent-A-Car and private operators throughout the southeast. The Company is a full-line distributor for over 14 manufacturers within the industry.
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Finance ChairmanWest Hills Baptist Church, Knoxville, Tn Oct 2009 - Sep 2012I completely reworked the budget process and proposed new financial controls that would tighten cash controls and eliminate human error in the cash handling processes. I worked to define the best liability coverage for the church to reduce future claim and litigation risk. Ultimately, my annual budget came in with $100 of our target in 2012.
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Chief ManagerCherokee Ridge, Llc Jan 1998 - Jul 2008Oversaw multi-million dollar commercial development in rapid growing commercial corridor. Managed many aspects of post-development operations for the partnership. Negotiated many of the lending arrangements and financial reporting for the partnership. Successfully sold all properties and closed partnership in 2008.
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Senior Financial ConsultantMerrill Lynch Mar 1997 - Jan 2003New York, Ny, UsI started my career in Houston, TX and quickly moved to Knoxville, TN, where I became one of only two financial advisors to graduate Merrill Lynch's Professional Development Program as a Far Exceeds (FE) performing Financial Advisor in 1999. I worked with several teams during my first tenure as a Financial Advisor with Merrill Lynch. I organized over $360 million of public/private financing commitments and advised on over $1 billion in commercial financing structures. -
Senior ManagerBachrach Mar 1995 - Mar 1997Clawson, Mi, UsOriginally hired as a local Store Manager in March '95, I eliminated the entire staff and recruited a talented staff of professionals and within nine months turned a troubled store in the fourth largest sales increase in the Company of over 100 stores. During those first nine months, I was asked to begin traveling throughout the Southeast from Memphis to Atlanta and eventually spent four months in '96 in Little Rock, AR, to take a quality staff over the top to become the number one stores in sales increase for the Company. Later that year, I relocated to Houston, TX, ahead of being in charge of opening the largest store in the Companies 120 year history in the Galleria. I was tasked with recruiting and training a new staff. The store was a top performer from day one. -
PresidentMiser Enterprises, Inc. Jan 1991 - Mar 1995At age 21, I inspired the design and development of what would have become one of the World's largest resort destinations. I formed Miser Enterprises, Inc., while in college and attracted and inspired the passion of the many of the Nation's most experienced and well-regarded designers and construction experts to pursue the development of Entertainment USA. MEI was responsible for the design and development effort of a $3.6 billion mixed-use resort commercial/retail/hospitality development in East Tennessee. The Company successfully organized and worked to organize options on over 8,400 acres of contiguous acres covering nearly 25 square miles of properties. As designed the project was 87% the size of Disney World and would have become the largest single employer in the state of Tennessee with over 40,000 employees supporting the operation outside of Knoxville, Tennessee.
Derek Miser Skills
Derek Miser Education Details
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Ball State UniversityBusiness -
Saint Joseph'S CollegeEngineering
Frequently Asked Questions about Derek Miser
What company does Derek Miser work for?
Derek Miser works for Miser Wealth Partners, Llc
What is Derek Miser's role at the current company?
Derek Miser's current role is Author of Dear Derek and "Golden Years, Greener Pockets" | Advisor to Those with Highly Appreciated Assets | Protector of Lifestyle & Legacy | Partner in Stewardship of Family Resources.
What is Derek Miser's email address?
Derek Miser's email address is de****@****ems.com
What is Derek Miser's direct phone number?
Derek Miser's direct phone number is +186580*****
What schools did Derek Miser attend?
Derek Miser attended Ball State University, Saint Joseph's College.
What are some of Derek Miser's interests?
Derek Miser has interest in Children, Health.
What skills is Derek Miser known for?
Derek Miser has skills like Investments, Finance, Strategic Planning, Management, Entrepreneurship, Asset Management, Financial Analysis, Mergers And Acquisitions, Financial Advisory, Financial Planning, Private Equity, Marketing Strategy.
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