In one workshop, you'll go from "I have no idea what I'm overpaying" to thinking like a strategic wealth-builder — with a clear plan for keeping more of what you earn, year after year.
Live + recorded · No pitch — just strategy
Tax season is a once-a-year scramble that only looks backward at what already happened. The money you overpay never shows up as a line item — it just quietly leaves. After 20+ years as a CPA, Mark built this workshop to flip that: to show you the strategies most people never hear about, in plain English, before the year is already gone.
Understand what you actually pay and why — so taxes stop being a mystery that only your accountant can read.
Every tax strategy is one of five moves. Learn them and you can judge any idea that ever comes your way.
You don't just take notes — you walk away with a personalized draft of your own first moves.
Tell us who you are and grab your spot. There's a recording if you can't make it live.
Spend a focused session with Mark walking through the framework, real case studies, and live Q&A.
Leave with a tangible deliverable — the first draft of a tax plan that's actually yours.
This isn't a hyped-up replay funneling you toward a hard sell. It's founder-led, plain-English, and built to teach — the same approach Mark uses inside the course's live cohort calls. You'll leave understanding the strategy, not just impressed by it.
I expected another tax webinar. Ninety minutes later I had a framework I actually understood — and a first draft of my own plan. No pitch, no pressure.
Just a clear, founder-led session and a plan you build alongside Mark. Pick the path that fits you and save your seat.
Pick my path →Pick where you're starting from and we'll tailor the workshop to your situation.
You run a company and want your business to work harder on taxes — not just your accountant.
Save my seat →You hold real estate or a portfolio and want strategies that protect and compound your gains.
Save my seat →You earn a strong W-2 or professional income and feel the tax bite — without obvious levers to pull.
Save my seat →