Friday, September 18, 2026 at 11:00 AM ET
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VIP Seat confirmed · the desk opens thirty minutes early.

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VIP SEAT CONFIRMED · PAYMENT COMPLETE

Welcome to the front row.

Your VIP Seat is locked, and your receipt is on its way from Stripe.

You now hold two things a general admission seat does not. Your question goes on my desk before the session starts, and the recording is yours to keep when it is over.

The question is the part that pays for itself, so write it now while it is fresh. Thirty minutes before the hour I open the doors and work through VIP Seat questions live … unscripted, no slides. Specific questions get answered first.

Doors open thirty minutes early.

Same join link. Come in early and your question is already in the room.

The recording lands in your inbox.

The full Workshop and the pre-Workshop Q&A. Yours … rewatch it, pause it on the slide that names your gap.

Bring a pen and your real numbers.

You'll definitely want to write some things down once you're there. Also, track down last year's information and make sure it's top of mind. The things we discuss in the room aren't going to be all that useful against a pure guess.

PUT YOUR QUESTION ON MY DESK

What are you actually facing?

Write it the way you’d say it across the table … your entity, your income, the decision in front of you. You can change it any time before the doors open.

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Answered live, in the order that specificity earns.

OPTIONAL · ABOUT THIRTY SECONDS

Build the room further.

Your question is already on the desk. These three tell me the shape of the situation behind it, so the answer lands where it should. Check all that apply, skip anything you’d rather not answer.

What does your entity and structure picture look like today? Check all that apply.

A
No entity yet
B
One or more LLCs
C
One or more corporations
D
One or more revocable living trusts
E
One or more irrevocable trusts

How are you taxed? Check all that apply.

A
Not sure
B
Disregarded entity (i.e., sole proprietorship / general partnership)
C
S-Corporation in the mix
D
C-Corporation in the mix

Who’s on your advisory bench today? Check all that apply.

A
No one yet
B
A CPA or tax preparer
C
A tax or estate attorney
D
A financial advisor
E
An insurance agent
F
… and nobody is coordinating them
G
An integrated Family Office
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Edward Collins, JD, CFP®, AAMS, RFC · Founder, President & CEO · Uplevel By Design, LLC

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.

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