J. Barry Watts
Tax Elimination & Reduction is the chief priority for the founder of American Tax Strategies and our principal strategist, J. Barry Watts. He helps business owners reduce their income taxes through immediate tax savings this year and every year going forward. When it comes time to sell their business, he helps owners reduce or eliminate the capital gains taxes. Those same business owners then draw tax-free income through all of their retirement years.
For a quarter-century Barry has helped business owners understand what is possible, and work with their professional advisors like CPA’s and tax lawyers to create the desired outcome for the owners—always while paying the least amount of taxes possible.
His Credentials, Awards, Articles, and Media Mentions Include:
2018 Certified Tax Master
2018 Admitted to practice before the IRS
2017 Contributing Author, Retire Abundantly
2017 Insurmark, #2 Tax Strategist Nationwide
2017 Shareholder, First Financial Resources, Newport Beach, CA
2016 Fellow, American Tax Planning Institute
2014-2015 Host of MoneyMatters on CBS affiliate KOLR.
2013 Keynote Speaker Nat’l Investment Bankers Assn, New York, NY
2012 Keynote Speaker, Investment Bankers Assn, Los Angeles, CA
2006 Leader’s Council, Raymond James Financial Services, Inc.
2005 Chairman, Money University, Springfield, MO
2004 Chairman’s Council, Raymond James Financial Services, Inc.
2004-2005 Host of The Money Show on KWTO 560 FM
2002 quoted in SmartMoney
2000 Certified Financial Planner™
1994 Financial Industry Regulatory Authority Series 7, 24, 28, 63, & 65
Nola Peterson has worked alongside Barry since 1998, when the company had only one filing cabinet with only one-half drawer of client files. Since that time she earned her NASD Series 7, 24 and 63 certifications and became an expert not only in managing the back office of a highly productive financial firm with hundreds of clients, but in managing customer service and communications for clients of the firm.
John Peterson joined his wife Nola in supporting Barry in 2000 providing back office administrative and processing support. John earned insurance, NASD series 7, 63 and 65 certifications, and handles all of the application processing to open hundreds of new accounts every year while implementing the money management among those accounts.
The American Tax Planning Institute
The American Tax Planning Institute, of which our firm is a part, is the top 1/10th of 1% of tax strategists in America. Less than 50 members comprise this elite group who work around the world helping business owners reduce their taxes and develop tax-free income. Additionally, American Tax Strategies partners nationally with Financial Gravity, Prosperity Capital Advisors a billion dollar advisory firm, and First Financial Resources to provide world-class tax strategies business owners aren’t getting from their established accountants, advisors, and agents. These affiliations make certain our clients continuously receive “best in class” methods for reducing taxes, compensating owners, and transitioning ownership to the next generation.