A Private Working Session · Hosted Monthly · VirtualInvest four hours …
Uncover five figures.
One Saturday. Four working hours. A session engineered to uncover a minimum of $12,000 in tax reduction opportunities … for each qualified attendee.
Request My Seat
Four hours in. Five figures uncovered.
Why we say “uncover” … and not “save.”
Nobody can guarantee you tax savings. Anyone who does is selling something they can’t deliver … because they can’t make you implement a strategy, and they can’t file your returns for you from a stage.
What we can do is put decades of tested Playbooks to work on your situation … and uncover the specific opportunities sitting inside it. The savings happen when you implement. The uncovering happens in the room.
A working session … not a webinar with a workbook.
The Structure Audit. Where high-income earners leak … and why more deductions was never the answer. You map your own income, entity, and tax posture against the framework.
The Playbooks. The tax reduction tactics and strategies that actually move five figures … taught with the rules, the requirements, and the failure points. Not sound-bite advice.
The Infrastructure. Every strategy has a structure requirement. The entities, elections, documentation, and discipline each Playbook demands … so you know what implementation really takes.
Your Uncovering. Working time. You apply the Playbooks to your own numbers and leave with your opportunities identified, quantified, and sequenced … in writing.
You leave with the roadmap.
Every attendee works through a structured workbook during the session … a written map of the tax reduction opportunities uncovered for your specific situation, quantified and prioritized. This is what the four hours produce.
This room has a floor.
The $12,000 minimum uncovering target is only honest if the people in the room have the income, the burden, and the capital to support it. So we qualify every application against three thresholds:
Who should not request a seat: W-2 earners under the income floor with no business or investment income to structure … anyone looking for aggressive positions that sound smart until they must be defended … and anyone expecting savings without implementation. The room uncovers. You execute.
And here’s what the floor doesn’t tell you … the value of this room scales. The higher your income and burden climb above these thresholds, the more the four hours uncover.
Taught by the architect who designs these structures for a living.
I have specialized knowledge in the areas of tax, estate, and business law. With my JD, CFP®, AAMS, and RFC … along with nearly 30 years building and scaling my own companies and helping thousands of high-income earners across the country get their financial lives dialed in.
The Playbooks taught in this session are the same ones the Uplevel By Design Team runs for its Members and Clients … tools, techniques, and strategies tested in the trenches.
Seats are reviewed, not sold.
Request your seat. A short application … your income profile, your current tax burden, and your capacity to implement. About four minutes.
The Team reviews. Every application is reviewed against the admission criteria by the Uplevel By Design Team. This isn’t theater … the $12,000 target only holds if the room is right.
Qualified applicants are invited to purchase. If the session fits your situation, you’ll receive an invitation to secure your seat at $2,997. If it doesn’t … we’ll tell you that, too.
Do you guarantee tax savings?
No … and be wary of anyone who does. We can’t make you implement a strategy, and we can’t control how your returns get filed. What this session is engineered to do is uncover a minimum of $12,000 in tax reduction opportunities for each qualified attendee. The uncovering is our job. The implementation is yours.
Is this a pitch disguised as a workshop?
The four hours are working hours. You’ll be applying Playbooks to your own numbers … not watching a slide show that ends in a countdown timer. What happens after the session is up to you.
Why is there an application?
Because the $12,000 minimum target is a claim about the room, and the room is only right if everyone in it clears the income, burden, and liquidity thresholds. A packed room of unqualified attendees would make the number a lie. We’d rather review applications.
What do I need to bring?
A working knowledge of your own numbers … your income by source, last year’s total tax, and your entity structure if you have one. The more precisely you know your situation, the more the session uncovers.
Will it be recorded?
This is a live working session … the value is in doing the work in the room, with the ability to ask questions in real time. Attend live.
Four hours. One Saturday. Five figures uncovered.
Ready to make the trade?
The floor is the floor … the further above it you sit, the more the room uncovers.
This content is for educational purposes only. It is not the delivery of legal, tax, accounting, investment, securities, or insurance services, and nothing presented is legal, tax, or investment advice. Strategies discussed are illustrative and depend on your facts and circumstances … consult your own licensed professionals before acting. Testimonials reflect individual experiences and are not a guarantee of future results.
Meta asks us to spell that out. The rest of the fine print is below … and reading the fine print is exactly the kind of habit that helps you keep more.