P&C Advisory Collective - Unlock Exclusive Insights and Resources

Author

Vince Porter
January 21, 2025

I wanted to update you on the goings on over at the P&C Advisory Collective. If you haven’t seen this, or heard about this, it’s our new online forum that is bringing Advisory to our clients in mass. The P&C Advisory Collective is designed to empower you, your team, and your investors with tools to make smarter financial and business decisions.

Here’s what you can look forward to as a member:

1. Expert-Led Tax & Financial Education

  • 8-Hour Tax Planning Course: Learn proven strategies we’ve used to save clients thousands, covering everything from business structures to real estate, estate taxes, and more.

  • Bonus: Access our Maximizing Retirement Contributions for Tax Savings Guide—yours free with membership.

2. Monthly Office Hours

Join a live Q&A with me each month to address your pressing tax and financial questions. Recent topics include:

  • Maximizing 529 Plans: Turn education savings into a powerful long-term wealth-building tool.

  • Self-Directed IRAs: Use these accounts to invest in alternative opportunities, such as startups or real estate.

  • Using passive losses to offset rental property gains

  • Tax-smart cryptocurrency investments

  • 1031 exchanges and estate tax strategies

3. Exclusive Investment Opportunities

Gain early access to client deals, like last year’s multifamily project in DFW and a commercial shopping center in Prosper, TX.

What’s Coming in 2025

We’re committed to making this community even more valuable with two brand-new series:

  • Accounting Series: A multi-week deep dive into driving cash flow, understanding key performance indicators (KPIs), and mastering accounting best practices. You'll also learn about spend management strategies (including how to get $500 free!) and hear from experienced fractional CFOs who work directly with our clients.

  • Investor Tax Series: Tailored for active and passive investors, this series will teach you how to read K-1s, vet general partners, identify critical metrics, navigate partnership agreements, and handle the tax implications when deals don’t go as planned.

Membership Options

Group Advisory: $165/month

  • Full Access to the Collective: Includes all courses, workshops, monthly office hours, and the 2025 content series.

  • IRS Audit Protection: Protect yourself from IRS or state audits for returns we prepare. If you receive notices or are selected for an audit, we will handle all correspondence and represent you at no additional cost. (Please note: starting this year, IRS Audit Protection is only available to active members of the P&C Advisory Collective as we will not offer this with tax preparation.)

Strategic Advisory: $335/month

  • Everything in Group Advisory, plus:

    • Quarterly calls with our team for tax projections, accounting reviews, and personalized planning.

    • Priority service: Your emails and calls will be answered first.

Join us today and take advantage of resources that make achieving your goals easier than ever.

Free 3-Day Trial: Explore the community risk-free before committing -  

You’ll gain over $12k in value through our resources and services—before even implementing the strategies you’ll learn from us.

Features

Value

8 hours of educational content directly from Vince Porter, who has saved clients over $34M using the same strategies.

$2,800

Accounting Series  - A multi-week deep dive into driving cash flow, understanding key performance indicators (KPIs), and mastering accounting best practices. You'll also learn about spend management strategies (including how to get $500 free!) and hear from experienced fractional CFOs who work directly with our clients.

$1,200

Investor Tax Series - Tailored for active and passive investors, this series will teach you how to read K-1s, vet general partners, identify critical metrics, navigate partnership agreements, and handle the tax implications when deals don’t go as planned.

$2,000

Office Hours with P&C – Monthly live (and recorded) Zoom calls with firm leadership to answer your questions as a group.

$400

Advisory Newsletter – Receive additional insights exclusively for advisory clients.

$100

Year-Round Support and Communication – As-needed support for your tax queries, answered via phone or video chat.

$400

Tax Notice Resolution – Get assistance resolving any IRS and State tax notices.

$750

Audit Support – Premium clients receive up to $5,000 in professional fee credits for audit support.

$5,000

Total Value 

$12,650

Together, let’s make 2025 your most successful year yet.

All of us at Porter & Company CPAs