iWealth Tax

As the Managing Director of iWealth Tax, I am entrusted with steering the strategic vision and operational success of the organization. My role is centered around driving growth, fostering client relationships, and ensuring excellence in service delivery.

iWealth Tax is a trusted tax planning and advisory firm committed to providing tailored solutions that empower businesses and individuals to achieve their financial goals. Our services include tax preparation, tax planning and consulting, delivered with precision and professionalism.

Managing Director

Independent Wealth Connections

At Independent Wealth Connections, we are committed to providing our clients with cost-effective and client-centered wealth management solutions. We specialize in working with family-owned businesses and affluent individuals to help them build, manage, preserve and transfer their wealth.

Financial Consultant email: donald.morgan@iWealthConnect.com

Civil Air Patrol

Captain - Development Director- Volunteer - Spokane Composite Squadron

NAIFA

Board Member

Allied Pathology

Prepared chart of accounts and basic financial structure working closely with in house counsel. Monitored, analyzed and discussed financial fitness with management on a regular basis.

Chief Financial Officer

UBS Wealth Management

Account Vice President

Smith Barney

Financial Planning Specialist

Resource Computing

Created and ran sales team, especially focused on automating the retail small business community via point-of-sale, inventory control and accounting packages.

Sales Manager

North Idaho Credit

Managed sales efforts and new business development. Created the Mortgage Credit Division and added online capabilities in electronic check verification.

Director of Marketing and Business Development

Coast MedCom

Founder and CEO of a boutique financial services firm specializing in medical, commercial and casino consulting in the areas of accounts receivable, business office management and risk management.

President

Take Control of Your Future Now! Call Donald Morgan at Independent Wealth Connections – 509– 931– 1088

What if your financial legacy could empower your family and business for generations? 🌟

At Independent Wealth Connections, we turn complex financial challenges into tailored strategies that secure your legacy, reduce tax liabilities, and preserve wealth for the future. Specializing in multigenerational wealth transfer and strategic tax planning, we help family business owners and entrepreneurs navigate their unique financial landscapes with confidence.

What Sets Us Apart?
Innovative Tax Strategies: Expertise in leveraging advanced retirement planning, including Solo 401(k) and Solo Defined Benefit plans, resulting in up to $768,000 in taxable income reductions for family businesses.

Tailored Solutions: Wealth management strategies designed around your family and business goals, ensuring alignment and peace of mind.

Legacy-Focused Planning: Solutions crafted to protect your wealth and seamlessly transition it across generations.

Real Results. Real Impact.
📈 Reduced a family business's taxable income by $768,000 and enabled $632,000 in strategic retirement contributions, driving wealth growth and stability.
🏦 Supported a high-net-worth entrepreneur in preserving assets with creditor-protected ownership structures that survived a difficult legal battle, ensuring long-term financial security.
💼 Guided multi-generational family businesses through tax-efficient succession planning, saving over $500,000 in potential tax liabilities, and now supporting the establishment of their family office for long-term wealth management.
Why Work With Us?
Personalized Approach: Your goals are unique, and so are our solutions.
Proven Expertise: Over 15 years of experience empowering families and businesses to achieve financial excellence.
Proactive Support: Navigate changes in tax laws and markets with strategies that stay one step ahead.
✨ Ready to secure your financial future and build a lasting legacy?

📅 Schedule your free consultation today or connect with me here on LinkedIn. Let’s craft your success story together! 🚀

Here is my calendar https://go.oncehub.com/DonaldMorgan

What if the greatest lesson for solopreneurs came from a half-sinking ship in 1779?

John Paul Jones faced a British warship that outgunned him, outmanned him, and outclassed him. Most people would’ve turned away. He tied his failing ship to it and took the whole thing by hand.

That’s the mindset every micro-enterprise needs right now.

We’re living in a modern Midas Plague — tools are cheap, ideas move fast, and abundance rewards the bold. The solopreneur with grit can outmaneuver giants who assume you’ll quit.

Jones’s answer still echoes across the centuries:
 “I have not yet begun to fight.”

I just wrote a short parable using his battle as the blueprint for modern business grit.

 If you run a small shop, a solo practice, or a one-person content studio, this one is for you.

Curious how an 18th-century bar-fight-at-sea became a playbook for today’s creators?

Donald Morgan, AIF®, CPFA®

Picture the year 1779. The British Empire owns the oceans. Their ships are bigger, cleaner, faster. Their officers wear pressed uniforms and polished 

The Day John Paul Jones Taught Every Solopreneur How to Win

Helping Founders Build & Preserve Wealth | Tax & Risk Strategist | CPFA®, AIF® | Founder-Focused Financial Architect

🚨 New Essay Drop 🚨 
What happens when abundance replaces ambition? When AI eats the job market and comfort becomes the goal?

📌 Read: “When the Oil Runs Easy: Grit, Grace, and the Crisis of Purpose in an Age of Abundance” ➡️ Why effort still matters ➡️ How theology meets tech ➡️ What Gen Z/Millennials can do next

💥 Get real about grit. The world won’t collapse in scarcity—but in comfort. 

#TheMidasPlague #ModernEconomics #GritCulture #SpiritualDeflation #WorkEthic #PurposeDrivenLife #AIandHumanity #DonaldMorgan

#Economics #Grit #FaithAndFinance #PurposeOverPleasure #FutureOfWork #TheMidasPlague “Rise early, work late, strike oil.” That’s what J. Paul Getty to

💼🔥 When the Oil Runs Easy: Grit, Grace, and the Crisis of Purpose in an Age of Abundance

The 1936 USSR Constitution, Article 124 declared:

> “In order to ensure to citizens freedom of conscience, the church in the U.S.S.R. is separated from the state, and the school from the church.”



Sounds like freedom—but it wasn’t. The Soviet model eliminated religion from public life.

The U.S. Bill of Rights, First Amendment protects the opposite:

> “Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof...”



America bars state control of faith, not faith itself. That distinction—permission to believe vs. protection to believe—is the difference between state power and human freedom.

May I ask a favor of you?

Who’s your go-to  - - the one you recommend without hesitation?

Over the years, I’ve kept a strong list of best-in-class people across nearly every service. CPAs, attorneys, plumbers, mechanics, real estate pros. People I could send friends or clients to without thinking twice.

But things change. Some of those folks have retired, moved on, or just aren't in the game anymore. That list isn’t as sharp as it used to be.

So I’m rebuilding it.

If you know someone who’s truly best-in-class, the kind of person you’d put your name behind, I’d like to know them. Doesn’t matter if they’re in finance, roofing, estate planning, or auto sales. If they’re excellent at what they do and you’d refer them confidently, I want that name.

Drop it in the comments or message me directly. I’d love the chance to connect with them and rebuild this list the right way.

Thanks in advance. These recommendations go a long way.

Are you heading into year-end with a clear plan, or just hoping everything works out when tax season hits?

Most small-business owners wait until January to face their taxes. By then, the window has closed. Opportunities are gone. And the IRS already has ten years of your history on file.

That’s why I built a simple, powerful package that gives business owners something they rarely get: total visibility.

Year-End Tax Preparation Package – $500
 What you receive:
• A full 10-year IRS history review
 • A proactive strategy session
 • A clear picture of your risks and opportunities before December 31
 • A roadmap you can actually act on now
And if you book before December 1, the entire $500 is credited toward next year’s tax-prep fee if you retain the service. No gimmicks. Just practical planning that gives you control over the year you’re still able to influence.
I’ve seen business owners blindsided by issues buried five or six years in the past. A historical review uncovers those problems while you still have time to fix them. A strategy session helps you make smart year-end moves—timing expenses, reviewing cash flow, and understanding your positioning long before the rush begins.

If you want clarity instead of surprises, now is the moment to act.

Schedule your review:

 👉 https://lnkd.in/gX5SPbUC

Your business deserves a plan, not a scramble.

go.oncehub.com

Online appointment scheduling

The Battle Hymn of the Republic https://
youtu.be/Jy6AOGRsR80?si
=LuGI6H047nM6w4kS
 via @YouTube

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