You Missed Big Tax Savings Insights! Watch the Replay and Join Our Exclusive Tax Planning Cohort

Author

Vince Porter
October 23, 2024

If we missed you at Monday’s Five Ways to Save on your Taxes, which was part 1 of an 8 week deep dive into a group led tax planning cohort, dont worry! You still have a chance to catch up on the valuable strategies we shared! In just one session, we covered how to save thousands (or even millions) in taxes with insights tailored for high-net-worth individuals, real estate investors, and entrepreneurs.

Here’s a taste of what you missed:

  • How to unlock massive deductions through strategic tax planning.

  • Powerful methods to defer or even eliminate taxes altogether—think 1031 exchanges and estate planning tactics.

  • The ins and outs of business tax credits that directly reduce your tax bill.

  • Proven strategies to shift income into lower tax brackets—yes, including how to hire your kids!

Clients who have implemented these strategies have already seen significant tax savings. Don’t leave money on the table! Watch the replay here:

Special Invitation to Join the P&C Advisory Collective Tax Planning Cohort

If you’re looking to dive even deeper into personalized tax strategies, I’m excited to invite you to join our Tax Planning Cohort as part of the P&C Advisory Collective. Over the next few weeks, we’ll guide you through comprehensive tax planning sessions that will equip you with everything you need to minimize your tax liabilities for 2024 and beyond.

As a member, you’ll get:

  • 8 in-depth workshops covering everything from entity structuring to estate planning.

  • Direct access to Vince Porter and our CPA team for Q&A and tailored advice.

  • A private online forum to stay connected, ask questions, and collaborate with other high-net-worth clients and investors.

Why wait until tax season to start saving? This is your chance to get ahead of the game—learn actionable strategies that can help you reduce your taxes and build wealth more effectively.

Sign up today and be part of a community dedicated to your financial success. Click here to learn more and join: https://pcac.circle.so/checkout/tax-planning-cohort

Check out an overview of the P&C Advisory Collective -

Join the P&C Advisory Collective for only $995!

By becoming a member, you will receive 3 months of exclusive access to our private community. The knowledge and strategies you'll gain during the 8-week tax planning cohort alone could save you thousands on your tax returns. In fact, we estimate the total value of this service to be over $10,850, all for just $995.

Here’s what you’ll receive:

Exclusive Benefits Included in Your Membership:

Features

Value

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

$2,800

3 Months access to the P&C Collective, a private online forum to ask questions, collaborate, and stay connected with high-net-worth clients and investors.

$1,200

One-on-one meeting with our team to build a year-end tax projection and clarify any tax strategies you're unsure of.

$250

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

$350

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

Sign up today and be part of a community dedicated to your financial success. Click here to learn more and join: https://pcac.circle.so/checkout/tax-planning-cohort

We look forward to helping you maximize your tax savings!