Business Owners: Legally & Ethically Cut Your Tax Bill
Join The Workshop On Tax Reduction To Learn How 6 & 7 Figure Business Owners Use The Real Wealth Matrix™ To Reduce Their Taxes Significantly ... Without Landing On The Bad Side Of The IRS.
With Edward Collins, JD, CFP®, AAMS, RFC
Who it's for
You've already learned how to make the money.
This room is for business owners earning $500,000 or more, or $250,000 or more with a tax bill of at least $50,000.
You have or have had financial professionals in your life: CPAs, attorneys, financial advisors, insurance agents, bankers. But what you haven't had is someone who has mastered the art and science of coordinating them on one blueprint.
This Workshop is not for anyone who's simply looking for loopholes or “pay‑zero” promises.
In the room
Three things I'll open.
The Tax Reduction Triangle
Three corners. You only get two. One pairing lands good owners in the prison league.
The IRS, now using AI
126 active AI use cases, including audit selection.
Scenarios built to look like yours
Business owners, dual-income households and real estate investors … and what the Team found once we dove into their facts and circumstances.
The scenarios
The scenarios change. Who they're built for doesn't.
Tax reduction opportunities from the mid five figures to the high six figures in a single year … across three kinds of households.
The business owner
One company, and a tax bill that grows right along with it.
The dual-income household
A W-2 alongside a business or rental real estate.
The real estate investor
Properties that produce income, and the rules that decide who actually gets to use the losses.
Opportunities are identified on each household's own facts. Some are one-time or timing benefits. Your facts will differ, and so will your result.
Why the bill keeps growing
Nobody was ever hired to close the gaps between the professionals in your life.
Your CPA files. Your attorney papers. Your advisor invests. Each may do the job they were hired to do well … and the gaps between them are where the money leaks.
We name it what it is … Fragmented Advice Disguised As Strategy.
The fix isn't another strategy. It's structure.
Explore Whether It's A FitHow it works
Here's how to get in the room.
Answer a few short questions about your business and your tax picture.
Find out whether the Workshop is a fit for where you are right now.
If it is, I'll show you exactly how to secure your seat for the next live Workshop on Zoom … a $97 investment ... and every seat includes ongoing access to The Uplevel Community (your resource for the financial literacy every business owner needs).
Your host
Edward Collins, JD, CFP®, AAMS, RFC
Founder & Generational Wealth Creation Architect · Uplevel By Design, LLC
I have specialized knowledge in tax, estate, and business law, and I've helped thousands of high-income earners get their financial lives dialed in.
In the Game of Wealth, I'm both a player and a coach.
From the room
“The deciding factor was Uplevel's willingness to let my CPA verify IRS compliance of the strategies they shared.”
“I was getting one piece from this side, one piece from that side. Edward brought it all together.”
Individual experiences, not a guarantee of results. “Verified” means a Member, quoted with permission.
Fair questions
Before you click.
It's a working session … 90 minutes to 2 hours of the actual framework. There's nothing for sale on the Zoom. Toward the end, I'll explain how we work with owners, and anyone who wants that help can apply for a call with my Team. That call isn't guaranteed … we're not a fit for most. But here's my commitment: you'll leave feeling the Workshop was the most valuable time you've invested in this topic to date.
A few quick questions about your tax bill, your income and how it's made, then where to send your result. If it's a fit, I'll show you how to secure your seat, and an optional VIP upgrade is offered after that. If it isn't, I'll tell you, and point you to a better place to start.
Good … keep them. This is about the layer above them: the structure your CPA files within, and the strategies that structure unlocks.
Live on Zoom. Plan on 90 minutes to 2 hours, and join from a laptop or desktop if you can … there's a lot to see on screen.
Email events@uplevelbydesign.com, and we'll move your seat to a later session. Tickets are non-refundable.
The invitation