Recorded Live · July 16, 2026
The halfway-mark checkpoint for high-income earners … the mid-year reviews worth running, the strategies that need runway before December 31, and open Q&A.
85 minutes, recorded live.
Ten pass-or-open checkpoints from the session … run them against your own situation this week. The recording teaches them; the sheet lets you score yourself.
Download The Checklist (PDF)The Kick-Off covered what to review at the halfway mark … the checkpoints that tell you whether your structure is working, and the strategies that can't wait for December.
The Workshop On Tax Reduction is where the work happens. Not concepts … application. Your income, your entity, your plan for the second half of 2026.
December isn't planning season. December is cleanup. The number you write next April is being decided right now … design it, or default it.
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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.