Master
Your Taxes.
Maximize
Your Success.
Your Comprehensive Tax Education Journey Starts Right Here.
TAILORED FOR FINANCIAL ADVISORS & BUSINESS OWNERS LIKE YOU
Our educational workshops are designed specifically for financial advisors and business owners looking to significantly boost their ROI by mastering six figure Roth conversions and other tax reduction strategies.
Unlock Your Potential
with the tax academy
We have developed and refined a process that combines financial planning and tax planning into a single step, and on average we are able to save our business owners 30-40% on taxes and convert significant pre-tax balances for 10 to 15 cents on the dollar.
How to execute six figure conversions in one year
Execute conversions of $500k-$1M within a single year for 10-15 cents on the dollar
Reduce Business Owner Taxes
Learn how to reduce business owner taxes by 40% or more
How To Defer Or Eliminate Taxes On Large Real Estate Transactions And/Or Business Sales
We will teach you how to layer multiple strategies to make this possible and give your high-net-worth clients options for tax efficiency.
Why Choose Us? Discover the Unique Benefits We Provide.
Attending our workshops equips financial advisors with actionable strategies to enhance client relationships and boost profitability. Experience firsthand how our expert-led sessions can lead to significant returns on your investment.
Applicable Techniques
We don't just present a shiny concept-we actually guide you on how to apply it effectively to your client base! If you have AUM of $50M or more, we will show you how to increase your revenue by $1M or more in one year with no additional marketing expenses.
Gain Exclusive Access
At the end of the class, you'll receive a contact sheet featuring our trusted providers, giving you direct access to their strategies!
Money Back Guarantee
If we can't demonstrate to you strategies to save at least $100K on your OWN taxes in 2025 after taking this class, we will refund your Tax Academy tuition costs in full. *Your business must have a taxable income of at least $1M for the subject tax year to qualify for the money-back guarantee.
STAND OUT FROM
YOUR COMPETITION
Join our workshop and discover strategies to elevate your financial advisory practice and boost ROI.
hear from our
Advisor experiences
Hear from our satisfied workshop attendees.
"I have spent six figures and countless days pursuing tax planning education all across the country. I have been to every conference and sat under every so called expert...I haven't learned anything...compared to what I learned in just a couple days spent with Brian Raleigh."
