The #1 Event For Small Business Owners in America

Learn how to create a content marketing plan that aligns with business goals and attracts your target audience.

Learning Objectives

• Identify the right platforms to focus on
• Understand the essential equipment needed
• Learn how to structure and script your content
• Build a simple, repeatable content creation process

Income Starts It—Systems Build It: Income creates the opportunity, but systems determine the outcome. Skip the steps and you risk both. Focus on avoiding common blunders and building foundational habits—emergency reserves, disciplined cash flow, and tax-efficient investing.

Learning Objectives

• Separate business from life:
Treat your business income as the fuel, not the finish line, by clearly separating business finances from personal lifestyle spending so profit is available to build with, not just live on.
• Create a disciplined cash-flow system:
Use a simple, rules-based rhythm (like fixed monthly owner pay, profit allocations, and scheduled transfers) so money moves automatically to the right places instead of disappearing into “miscellaneous.”
• Avoiding Blunders: "I want to keep it simple," entity structures, over-concentration, emotional decisions, ignoring tax efficiencies and insufficient liquidity... most importantly, no goals Invest tax‑efficiently and intentionally.
• Choose accounts, entities, and investment vehicles with taxes in mind so more of each hard-earned dollar stays compounding for you instead of leaking out to unnecessary tax drag.
• A Savings Waterfall Blueprint: Where to start and how to evaluate key options for savings from your first $1000 to your next $100k

Learn how to create a content marketing plan that aligns with business goals and attracts your target audience.

Learning Objectives

• Explain the difference between averages and medians in business financial data, identify how a single outlier can distort the picture, and describe how the IRS uses this same concept to flag returns for audit.
• Read a basic profit and loss statement and identify the difference between a business that looks profitable on paper and one that is actually generating cash -- and why that gap matters at tax time.

• Calculate gross profit margin and net profit margin using their own business numbers, and use those two figures to spot whether their pricing, cost structure, or spending is working against them.

• Define customer acquisition cost, lifetime value, and return on ad spend in plain terms, and use the relationship between those numbers to identify whether their marketing is building the business or just burning money.
• Build a simple dashboard of three to five numbers that give a reliable weekly or monthly read on business health, and connect those numbers back to what shows up on their financial reports.

Most people have heard of depreciation, but don't understand how powerful it can be when investing in real estate. This class will take a comprehensive look into how a cost segregation can benefit then when used correctly.

Learning Objectives

• Understand the fundamentals of cost segregation and how it differentiates between real property and personal property for depreciation purposes
• Identify the types of properties and scenarios where cost segregation studies provide the greatest tax benefits
• Evaluate the financial impact of cost segregation through real-world examples and case studies
• Recognize the tax implications upon the sale or disposition of assets, including the role of Partial Asset Disposition
• Assess when cost segregation may not be beneficial

In this class, you’ll learn the different ways to write off your vehicles, the common pitfalls that can cost you, and how to properly document everything to avoid IRS issues. We’ll also walk through real-world scenarios so you leave fully equipped to apply these strategies with confidence.

Learning Objectives

• Differentiate & apply the primary vehicle deduction methods (standard mileage vs. actual expense)
• Apply depreciation strategies correctly, including bonus depreciation and Section 179
• Identify and avoid the most common and costly vehicle tax myths
• Substantiate vehicle deductions with audit-ready documentation
• Strategically integrate vehicle deductions into broader tax planning

  Identify the right platforms to focus on

One thing we know about a lot of wealthy people, is they own real estate. This class uncovers powerful real estate tax strategies used by high-net-worth investors, from qualifying for Real Estate Professional Status to leveraging short-term rental loopholes, self-rentals, syndications, and self-directed IRAs to dramatically reduce your tax burden.

Learning Objectives

• Evaluate eligibility and implementation of Real Estate Professional Status (REPS)
• Identify and apply the Short-Term Rental Loophole to reduce taxable income
• Structure Self-Rental arrangements for maximum tax efficiency
• Analyze Real Estate Syndication opportunities for passive tax benefits
• Implement Self-Directed Real Estate IRA strategies for long-term tax advantages

Learn how investing in oil and gas, along with strategic tax planning, can boost your returns. These opportunities help build enduring wealth, provide reliable long-term income, and diversify your portfolio through intelligent, tax-efficient investments.

Learning Objectives

• Understand the unique tax incentives available through oil and gas drilling investments.
• Identify how intangible drilling costs (IDCs) create immediate first-year deductions.
• Explain the 15% depletion allowance and how it shelters production income from taxes.
• Evaluate how drilling investments can enhance after-tax returns for high-income investors.
• Recognize the cash flow benefits from ongoing production in a tax-advantaged structure.
• Assess the role of drilling investments in a diversified, tax-efficient portfolio.

You've built something valuable and now it's time to learn how to make the most of it. This class is designed for business owners thinking about their next chapter who want to understand all available options before making one of the most important financial decisions of their lives.

Learning Objectives

• Unlock your exit options as we explore the full spectrum of transition strategies available to business owners.
• Walk away knowing which paths might be right for your situation.
• Discover how to turn equity into wealth with the most effective deal structures and strategies to maximize what you take home from your business.
• Learn how savvy business owners structure transactions to protect and grow the value they've worked hard to create.
• Understand the critical tax and legal differences between an asset sale vs. a stock sale.

Most people know they need an estate plan but put it off because it feels overwhelming or uncomfortable — and that delay can cost their families everything. This course takes an honest, practical look at the critical decisions every business owner and investor must make to protect their legacy, breaking down the key differences between a will and a revocable living trust so you can choose the right structure for your situation and ensure your wealth, your wishes, and your family are fully protected when it matters most.

Learning Objectives

• Distinguish between a will and a revocable living trust to determine the right estate planning structure for your situation.
• Identify the key limitations of a will including probate, public record, and delays that can burden your family during an already difficult time.
• Evaluate the benefits of a revocable living trust for maintaining privacy, avoiding probate, and ensuring a seamless transfer of wealth.
• Apply strategies to protect your assets and honor your wishes in the event of incapacity or cognitive decline.
• Develop a clear action plan for implementing or updating your estate plan to safeguard your legacy and protect the people you love.

Most businesses are investing in content, ads, and websites but still struggling to convert attention into actual clients — the problem isn't effort, it's strategy. This course breaks down five key areas that directly impact client growth, from building powerful calls-to-action and creating content that converts, to testing and scaling ads efficiently, turning existing traffic into real opportunities, and staying top of mind so your business is the first choice when prospects are ready to act.

Learning Objectives

• Build powerful call-to-actions that guide your audience to take clear, confident next steps
• Test and scale ads without wasting money by using a structured broad-to-narrow targeting approach
• Capture more leads from your existing traffic by improving forms, landing pages, and scheduling processes
• Implement top of mind awareness strategies to stay consistently visible and relevant to your audience
• Create content that connects with your audience and drives real engagement, inquiries, and conversions

The modern small business is drowning in manual work… not because the tools don’t exist, but because most owners and operators don’t know how to connect them. In this session, we break down how to build a small-business operating system powered by AI and automation. You’ll get a practical look at how tools like Claude (built by Anthropic), ChatGPT, and Grok can handle research, drafting, and client communication. We’ll explore how Zapier and custom API integrations can stitch your existing tech stack together without writing a single line of code. Whether you run a solo operation or a small team, you’ll leave with a clear framework for eliminating busywork, reducing errors, and getting your time back.

Learning Objectives

• Identify at least three categories of repetitive business tasks suitable for AI-assisted automation, including client communication, document drafting, and research support.
• Evaluate current AI language tools, including Claude, ChatGPT, and Grok. You’ll learn how to select the appropriate tool based on task type, output requirements, and data sensitivity considerations.
• Construct basic Zapier workflows that connect project management, billing, and client communication platforms to reduce manual data entry and improve workflow consistency.
• Apply foundational API integration concepts to build non-native connectors between software tools that lack built-in Zapier support, using publicly available API documentation.
• Design a small-business operating system framework that incorporates AI and automation tools into a sustainable, scalable model appropriate for business owners and service professionals.

Most businesses have a process for ordering equipment and office supplies. Few businesses have a process to build the people who build the business. This class will break down three essential elements of an effective people development strategy that moves people from task managers to culture leaders who unlock new levels of team output.

Learning Objectives

• Learn about the leadership superpower you’re probably underusing
• Understand the first and key step that makes onboarding easier
• Discuss how feedback and clear expectations contribute to growth through accountability.

Selling an asset, such as a business, real estate, or investments, can trigger a significant tax bill that catches many people off guard. But with the right planning, you don't have to hand over a large chunk of your hard-earned gains to the IRS. This class breaks down the most powerful and practical strategies available to help you keep more of what you've earned, giving you a clear roadmap to smarter, tax-efficient wealth transitions.

Learning Objectives

• Gain a foundational understanding of short- and long-term capital gains, how they're calculated, and what triggers a taxable event — so you can make informed decisions before, during, and after a sale.
• Learn how tools like installment sales, 1031 exchanges, and Qualified Opportunity Zone investments can legally push your tax liability into the future, giving your wealth more time to grow.
• Examine strategies such as charitable remainder trusts, gifting appreciated assets, and stepped-up basis planning that can significantly reduce — or in some cases eliminate — your capital gains tax burden.
• Understand how tax-loss harvesting, charitable contributions, and other deductions can be used strategically to offset gains and reduce your overall tax liability in the year of a sale.
• Learn how to evaluate which combination of tools and strategies makes the most sense for your specific situation, timeline, and financial goals — and understand when to bring in the right legal, tax, and financial professionals.

Medical expenses costs taxpayers thousands of dollars every year and are the leading cause of bankruptcy. This class explores key medical tax strategies for business owners, including Schedule A deductions, entity-specific insurance premium write-offs, and the benefits of HSAs, FSAs, and HRAs to maximize tax savings on healthcare expenses.

Learning Objectives

• Identify the limitations of Schedule A medical deductions
• Compare and contrast the treatment of insurance premium deductions across sole proprietorships, single-member LLCs, and S Corporations
• Distinguish between the Flexible Spending Account (FSA) and Health Savings Account (HSA) and when to utilize each
• Explain the triple tax benefit of the Health Savings Account (HSA)
• Apply the framework of the Health Reimbursement Arrangement (HRA) in practice

Most business owners are overpaying in taxes simply because they don't know the strategies available to them. This course breaks down powerful, actionable techniques for turning everyday expenses into real deductions, building an advisory board, involving family members to shift income strategically, and leveraging business credits — so you can move beyond basic tax preparation and into a proactive planning approach that saves you thousands year after year.

Learning Objectives

• Turn everyday expenses into powerful deductions using the accountable plan for your home office, internet, cell phone, and vehicle expenses
• Build the framework to establish a board of advisors
• Learn how to shift income and build wealth faster by involving your children in your business
• Understand business credits like the Pass Through Entity Credit and Research & Development Tax Credit
• Gain expertise on how having a strategic tax advisor instead of just a tax preparer can save you thousands

An Umbrella Won’t Fix a Broken Structure: Develop an action plan for aligning insurance, legal, and financial strategies to protect both personal wealth and business continuity. This session explores the often-overlooked insurance gaps that can quietly undermine even the most well-structured financial and business plans—revealing how a single uncovered risk can cause catastrophic personal and professional loss overnight.

Learning Objectives

• The basics: GL, Commercial, Business income, E&O, BOP, Cyber, Umbrella, Auto, Health, Life, Disability
• Identify the most common and costly insurance blind spots affecting business owners, professionals, and families
• Insurance Evolution: How a business’s insurance needs evolve from startup through growth, maturity and exit/succession identifying the most common blind spots at each stage.
• Connelly v. United States: U.S. Supreme Court case on company-owned life insurance

Most business owners and investors focus on building assets without a clear plan to protect them. This course equips you with practical, battle-tested strategies to shield real assets — like property and investments — from lawsuits, creditors, and economic threats, so you can build an airtight protection plan tailored to your specific situation and safeguard the wealth you've worked hard to create.

Learning Objectives

• Understand core threats to real assets and assess your personal or business vulnerability.
• Discuss legal structures (e.g., LLCs, trusts) to legally separate and protect real property from liabilities.
• Implement titling and ownership strategies that maximize asset shielding without tax complications.
• Learn how to create layered protection plans combining structures and tools for ultimate security.
• Discuss how to audit and maintain your asset protection system to adapt to changing laws and risks.