Master the language of tax strategy and win more HNW clients.

The 2023 Tax Strategy Masterclass

3 hours of video content + 6 live weekly sessions

Here's what you'll get:

Twelve powerful strategies that can reduce HNW tax liabilities an average of 48%

Four proven marketing programs you can use to consistently attract affluent prospects

• The five experts you need on your team to execute efficiently and effectively

• The secret to attracting and closing wealthy prospects with an 80%+ success rate by proactively addressing their tax planning concerns

Lifetime access to live session recordings

What Others Are Saying

"Heath has the keys to the kingdom."

- Jonathan Howard, Accurate Wealth Management

"My CPA that works for me doesn't know 90% of the
tax strategies [Heath] is talking about"

- Brian Bowen, Integrity Financial Planning

"The value that [Heath] can provide to a financial
advisor...I haven't seen it anywhere else."

- Thomas Acerra, TJ Acerra and Associates

The Experts

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Heath Walters, CPA

The Walters Institute
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Gus Gotsis, President

Accurate Advisory Group
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Robert Leone, CTFA

Accurate Advisory Group
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Daniel Goodwin, Founder

Provident1031.com
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Matt Leonard, CPA

Leonard & Leonard CPAs

The Topics

Week 1

Intro to Tax Planning & the Family Office Model

• What HNW clients expect from their financial advisor

• The five people you need on your team

• The power of depreciation and cost segregation

Week 2

Opportunity Zones & 1031 Exchanges

• Tapping into passive and active mechanisms

• How to leverage Delaware Statutory Trusts

• The importance of Qualified Intermediaries

Week 3

Charitable Planning

• How Defined Benefit Plans improve retirement

• Why Donor Advised Funds are a powerful tool

• How Defined Benefit Plans improve retirement

Week 4

Tax Efficient Investing

• What HNW clients expect from their financial advisor

• The five people you need on your team

• The power of depreciation and cost segregation

Week 5

Estate Planning

• Why Section 706 portability is important

• How to leverage Deferred Sales Trusts

Week 6

Putting It All Together

• How to expand your team with the right skill sets

• The most effective marketing for the HNW demographic

• Becoming hyper-referable in your COI

Are you ready to make 2023
your best year yet?

Seats are limited to 10 per course, so reserve your spot today!

• Choose your start date •