Live Tonight at 6PM: Free Bonus to show up, Fund Manager Tax Talk, and W2 Tax Saving Strategies

Table of Contents

• W2 Earners - Keep More of Your Paycheck

• Simplifying Customized Fund Taxes

• Upcoming Calendar

TONIGHT at 6PM: W-2 Earners, This One’s for You
It’s the 3rd (and most impactful) session of our Tax Planning Cohort:
"Keep More of Your Paycheck."

As Judge Learned Hand said:

“There are two systems of taxation in our country: one for the informed and one for the uninformed.”

Let’s make sure you’re in the first group.

I always say the tax code rewards businesses and investors because it drives the economy — but guess what? You don’t need to own a business to play smart.

Tonight, I’m breaking down real, accessible strategies like:
- Charitable Giving Hacks
- Alternative Investment Tax Breaks
- How to invest $100 and save $200 on taxes (yes, really)

PLUS: Attend LIVE and get a free tax-saving resource for your 2025 return — whether you file with us or not. But only if you're there at 6PM sharp.

4 Ways to Join Us Tonight:

1. Collective Members: Sign up here

2. Not a member? Join the Collective

3. Want the Cohort courses only? Register here

4. Refer a friend to our newsletter and get free access - Link below

Don't miss this — but if you do, all is not lost. If you're registered, you'll still get the recording. But you'll miss out on the special bonus that’s ONLY for live attendees tonight. And trust me — it’s a good one.

Tomorrow: I'm speaking with Avestor on "Simplifying Customized Fund Taxes."
If that doesn’t sound thrilling... you’re probably not raising capital for investors.

But if you are raising capital — and not working with Avestor yet —
1. Go check them out: AVESTOR
2. Grab our two free resources:

 Slide Deck – Simplifying Customized Fund Taxes
View it here

BONUS: K-1 Ready (32-page eBook)
At the end of the slide deck is a QR code that links to our full guide:
"K-1 Ready" — a real-world, CPA-firm-approved roadmap for syndicators and fund managers to deliver K-1s faster, cleaner, and with fewer angry investor emails.

Thousands of K-1s later, we’ve got some thoughts. You're welcome.

2-Week Countdown: 1040s & 1120s Due!
If you’re done — we love  you.
If you’re still going back and forth with our team, hang in there — we’re almost there.
And if you haven’t sent us your stuff yet…
We love you. We miss you.
But seriously… where you been, fam?
We’ve been here the whole time, just us and the tax code — waiting, hoping, spreadsheeting.

Let’s finish strong.

Heres where you can find me the next 2 weeks –