Table of Contents

• Introducing the 2025 Tax Planning Cohort

• Turn a $10 investment Into $20 (In Tax Savings): I …

• Anatomy of a Deal

Introducing the 2025 Tax Planning Cohort

We’re excited to announce the launch of our 2025 Tax Planning Cohort—a hands-on, guided program designed to help you unlock real, measurable tax savings.

Inside this 4-week cohort, we’ll cover the exact strategies our clients have used to generate millions in tax savings, including:

• Smart entity selection and structuring

• Optimizing depreciation and deductions

• Tax strategies for business owners and real estate investors

• Planning moves for those making less than $200k and many for those making $200k plus

• Tools and templates you can use immediately

Important Dates & Access

• Cohort Launch: Wednesday, September 17^th , 6pm

• Duration: Every Wednesday at 6pm 4 weeks (live sessions + tools you keep for future use)

• Free for Current P&C Advisory Collective Members

• Special Offer: Join the Collective this week for $165 and get full access to the Tax Planning Cohort at no additional cost. Sign Up Here

• After This Week: The standalone course price increases to $995.

We’ve designed this program so that most participants will conservatively see a 3x return in tax savings, with higher-income earners and business owners should easily see a 10x return in tax savings.

Special Bonus for Early Access

When you join now, you’ll also get instant access to our current 8-hour Tax Planning Course—so you can start applying proven strategies and saving taxes right away, before the new cohort even begins.

You will also get access to all our Tax Planning Strategies topics that we have shared over the last 10 months

This is your chance to lock in the lowest possible rate and join a community focused on smarter tax strategies.

Join Now

Turn a $10 investment Into $20 (In Tax Savings): It’s Not a Scam, It’s Strategy

What if I told you that investing $10 into the right asset could save you $20 in taxes—effectively putting $10 right back in your pocket? Sounds like a decent return, right? Well, it's not just possible—it's happening. And in this session, we’re going to show you how.

Join us on Tuesday, September 16th at 2 PM for September’s Office Hours, featuring Chase Ravsten of Visita Capital and Christian Ravsten of VanirTax. We featured them in our 2024 Tax Planning course, and they’re back by popular demand to drop more strategy gold as we gear up for our 2025 Tax Planning Cohort.

Now, I’ve said it before and I’ll say it again: clients earning all their income on a W-2 are the hardest to plan for. That’s because the most powerful tax strategies tend to favor business owners and investors. But Chase and Christian have cracked the code on getting these strategies to work even in our trickiest planning scenarios, those on a W2.

They’ll be walking us through tax-saving plays that include:

• Investing in a movie deal (yes, really),

• Charitable land strategies,

• Oil and gas opportunities,

• …and a bunch more.

If you’ve ever thought, “How do people find these crazy deductions?”—this is the session for you.

Tuesday, September 16th at 2 PM. Don’t miss it.

Sign up here

Anatomy of a Deal

If you missed our August Office Hours, we basically played doctor...but for real estate.  We walked through the full anatomy of a multifamily investment—from acquisition (a.k.a. the “falling in love” phase) all the way to disposition (the “it’s not you, it’s the market” breakup).

We compared the dreamy promises of the pitch deck to what actually showed up in real life (spoiler: sometimes it delivers, sometimes it ghosts).

We also broke down the strategies that helped the deal thrive, shared the juicy returns, and—of course—got into the tax implications.

You can watch the replay here – Replay

Or you can get the slide deck and everything over at the Collective – Anatomy of a Deal