Free Entry to Our Tax Planning Cohort

Forward this to one poor soul paying too much in taxes. We’ll load you up with $4,580+ in tax-saving resources. You get the credit. They get the help. Win-win.

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Get Free Entry to Our Upcoming 2025 Tax Planning Cohort

We’re giving away 5 free entries to our 2025 Tax Planning Cohort—a 4-week, hands-on program (normally $995) packed with proven tax-saving strategies for business owners, real estate investors, and even W-2 earners. You’ll get $4,580+ in value, including live sessions, tools, templates, and direct access to Vince.

Want in? Here’s how:
Refer our newsletter to a client, colleague, or friend using your unique referral link below.
If they sign up, you’ll receive a link to register for the cohort—completely free.

✅ Important: Your referral must complete the sign-up for it to count.
🎉 Bonus: Your referral will also receive a free copy of our Big Beautiful Report—and if you’d like one too, just reply to this email and I’ll send it your way!

Don’t want the free option , you can still sign up here - 2025 Tax Planning Cohort

Our Upcoming Calender -

I’m everywhere the next month—live events, deadlines, webinars—if you miss me, it’s on you.

9/15 – Business Tax Deadline , Q3 Estimated Tax Deadline

9/17 – Tax Planning Cohort Live Event #1 -5 Ways to Reduce Your Taxes with the New Tax Bill

9/24 -Tax Planning Cohort Live Event #2 - Building a Tax Efficient Business 

9/26 – 9/27– Join me and 800+ Multi-Family Investors, Brokers & Funding Partners at Dallas Event - Ultimate Partner Event  

10/1 - Tax Planning Cohort Live Event #3 - Tax Strategies for W2 Earners

10/2 - Simplifying Customizable Fund Taxes - I will be joining our friends at Avestor to speak on Fund Taxes-Avestor Retreat

10/8 - Tax Planning Cohort Live Event #4 Unlocking Real Estate Tax Secrets

10/9 – Old Capital Conference - Frisco, TX - We are sponosoring a table with OldCapital , a conference focused on owners of multifamily properties in DFW and surrounding metros in Texas - Old Capital Conference 

10/15 – Personal Tax Deadline - You gotta get your 1040 in by this date.

MF Operators - I WANT YOUR HELP


We’re exploring a new idea and need your input: What if our CPA team could serve as a second set of eyes on your multifamily deals—not to sell anything, just to pressure test assumptions, spot red flags, and offer unbiased feedback on the numbers? No fluff, just honest insights before you close. Think this would be helpful—or totally unnecessary?

Take 2 minutes and let me know here: MF Survey

Honest opinions welcome (especially the brutal ones).

As always , Thanks for reading and if you have anything you wanna hear about in the future , just hit reply and let me know. I love feedback.

Vince