Tuesday, February 11th, 2PM EST
Live Training: Tuesday, February 11th at 2PM EST
For Financial Advisors, CPAs, and Tax Professionals ONLY
🎯
Little-known IRS rules allow certain tax strategies to be implemented retroactively for 2024
Average tax savings 35%+
100% compliant strategies that most tax professionals don't know about
Still time to implement before 2024 returns are filed
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Why traditional tax strategies aren't enough for high-income W-2 earners anymore
How to multiply your clients' tax deductions by up to 5X using IRS-approved methods
The time-sensitive opportunity window that closes April 15th
Real examples of tax savings achieved in February 2025 for 2024 returns
ARE YOU...
Watching less qualified advisors land the high-net-worth clients you deserve?
Tired of losing potential clients to bigger firms with "sophisticated" tax strategies?
Frustrated by seeing the same basic tax advice while knowing there must be better solutions?
Ready to break out of the "just another local advisor" box?
Looking for ways to attract 7-figure clients without massive marketing budgets?

YOU'RE NOT ALONE.
Many established advisors and CPAs are discovering that traditional tax planning isn't enough anymore. Your high-income clients are being approached by competitors with advanced tax strategies you may not even know exist.
The truth is: You don't need a big firm's resources or massive marketing budget to offer sophisticated tax solutions. You just need access to the right strategies.
IMAGINE:
Having high-net-worth prospects seek you out instead of chasing leads
Offering tax solutions your competitors don't even know about
Being known as the go-to expert for advanced tax strategies
Commanding premium fees without pushback
Building your practice through expertise, not sales tactics
This training will show you exactly how other independent advisors are making this transformation - and how you can too.
Years of Experience

Happy Clients

In Tax Credits

Savings Realized
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Tuesday, Feb 11th, 2025 I 11:OO AM EST
Dennis Drake has been helping clients reduce taxes and build wealth for 30+ years

Dennis is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen or heard on WDEL radio, RVN TV, USA Today, Retirement Weekly, Street Magazine, Yahoo and others.
For Financial Advisors, CPAs, and Tax Professionals Only
Important: This training is strictly limited to 100 attendees. Registration closes when full or Monday at midnight EST, whichever comes first.
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