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Where Elite
Tax Planning Professionals
Become Exceptional.

Most programs hand you a roadmap.
We walk the journey with you.

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A single tax planning client brings more value than 30+ compliance clients.

Work fewer hours, even in your busiest season, while your revenue increases.

Person Silhouette

A single tax planning client brings more value than 30+ compliance clients.

Person Silhouette

Work fewer hours, even in your busiest season, while your revenue increases.

We work side-by-side with you on actual client cases, so you learn by doing it right, right from the start.

6 months

Compress years of learning into months of real-world implementation.

10 Cases

Work your first 10 cases hand-in-hand with our team of experts.

13 Strategies

Gain elite-level access to carefully vetted tax mitigation strategies that scale into hundreds of custom solutions for any HNW client scenario.

$100-$500K in new revenue

Generate meaningful year-one income while building the foundation for sustainable seven-figure growth.

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Ready to learn more?

Limited enrollment begins June 1. Download a detailed program overview here. Apply now to be part of our next cohort.