The Workshop On Tax Reduction · Live · 7:00 PM ET
The Workshop On Tax ReductionFree · Live on Zoom · For business owners earning $250K+
Next year's tax bill is being decided right now. Learn to pay what the law requires … and not a dollar more.
In 75 live minutes, Edward Collins, JD, CFP®, AAMS, RFC walks you through the Real Wealth Matrix … the structure that decides whether a business owner overpays, or pays the legal minimum. You leave with your own Tax Gap Map.
Free · Zoom
In this session you'll discover
- 01The one structural decision that shapes more of your tax bill than every deduction combined … and why your CPA isn't paid to make it.
- 02Why owners with a CPA, an attorney and an advisor still overpay … the coordination gap where the money actually leaks.
- 03How to map your own tax gaps live, in the room, so you leave knowing where the leakage is … and what to fix first.
Reserve your free seat
Tuesday, September 8 · 7:00 PM ET · live on Zoom
Free. Your seat is held the moment you submit.
In this session you'll discover
- 01The one structural decision that shapes more of your tax bill than every deduction combined … and why your CPA isn't paid to make it.
- 02Why owners with a CPA, an attorney and an advisor still overpay … the coordination gap where the money actually leaks.
- 03How to map your own tax gaps live, in the room, so you leave knowing where the leakage is … and what to fix first.
Edward Collins, JD, CFP®, AAMS, RFC
Founder & Generational Wealth Creation Architect · Uplevel By Design, LLCWhat you leave with
Not notes. Your own Tax Gap Map.
01
Your number
The gap between what you pay and what the structure would allow … written in your own hand, on your own figures.
02
Your map
The Tax Gap Map Workbook, filled in live across the four moves of the Real Wealth Matrix … tax reduction, asset protection, wealth accumulation, intentional legacy.
03
Your first move
The one structural decision to examine before anyone sells you another strategy.
The enemy isn't the IRS
You don't have a tax problem. You have a coordination problem.
Your CPA files. Your attorney papers. Your advisor invests. Not one of them is responsible for the whole picture … and the gaps between them are where the money leaks.
We call it Fragmented Advice Disguised As Strategy … the single most expensive line item on most owners' balance sheets, written in invisible ink.
This session is not a bag of tax tricks. It's the architecture … the structure that has to exist before any strategy is worth executing.
Read this before you register
This room is built for a specific owner.
This is for you if …
- You own a business producing $250K+ in annual income
- Your annual tax exposure is $50K or more … and climbing
- You have a CPA, an attorney, an advisor … and no one coordinating them
- You want the structure examined before another strategy is sold to you
This is not for you if …
- You're looking for a loophole rather than a structure
- You'd rather not look at your own numbers
- You want someone to sell you a strategy tonight
Who's teaching
A player and a coach.
“I have specialized knowledge in the areas of tax, estate, and business law. With my J.D., CFP®, AAMS, and RFC, along with decades of experience building and scaling my own companies and helping thousands of high-income earners across the country get their financial lives dialed in … In the Game of Wealth, I'm both a player and a coach.”
Edward Collins, JD, CFP®, AAMS, RFC · Founder, President & CEO · Uplevel By Design, LLC
Questions
Is it free?
General admission is free. After you register you can upgrade to a Premium Seat.
How long is it?
75 minutes of working session, then open questions.
Is there a replay?
The replay posts after the session. The full recording, including the pre-show Q&A, belongs to Premium Seat holders.
Do I need to prepare?
Bring a pen. The workbook meets you in the room.
Will you sell me something?
At the end, Edward describes how we work with business owners. That is the only pitch in the room.
Tuesday, September 8 · 7:00 PM ET · doors open 6:30 PM ET
Next year's bill is being decided now. Be in the room where it happens.
Free. 75 live minutes. Your own Tax Gap Map.
Reserve your free seat
Tuesday, September 8 · 7:00 PM ET · live on Zoom
Free. Your seat is held the moment you submit.