The #1 Event For Small Business Owners in America

Business owners know they need to be creating content but don't know where to start. The overwhelm of platforms, equipment, and strategy keeps them stuck before they ever hit record. This class breaks down everything you need to go from idea to execution, covering how to identify the right platforms for your audience, select the essential equipment, structure and script compelling content, and build a simple, repeatable process that makes showing up consistently achievable for any business owner.

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

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
• Identify scenarios when cost segregation studies provide the greatest tax benefits
• Evaluate the financial impact of cost segregation
• Recognize the tax implications upon the sale or disposition of assets
• Assess when cost segregation may not be beneficial

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

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
• Identify how intangible drilling costs (IDCs) create immediate first-year deductions
• Explain the 15% depletion allowance
• 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

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

• Understand how to separate business from life
• Create a disciplined cash-flow system
• Avoid blunders and common mistakes
• Invest tax-efficiently and intentionally
• Apply a Savings Waterfall Blueprint

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 and apply the primary vehicle deduction methods
• Apply depreciation strategies correctly
• 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

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 available to business owners
• Walk away knowing which paths might be right for your situation
• Discover how to turn equity into wealth
• Learn how savvy business owners structure transactions
• Understand the critical tax and legal differences between an asset sale vs. a stock sale

Most business owners look at their financial reports and see a blur of numbers they are supposed to understand but nobody ever really explained. This class takes the intimidating out of financial reports and key performance indicators, translating them into plain English and real visuals that actually make sense -- no math degree required. You will learn why the average can lie to you, how the IRS uses the same concepts to decide whose return gets a closer look, and which handful of numbers will tell you more about your business than a hundred-page report ever could. If you have ever felt like financial data was a language everyone else speaks fluently except you, this one is for you.

Learning Objectives

• Explain the difference between averages and medians
• Read a basic profit and loss statement
• Calculate gross profit margin and net profit margin
• Define customer acquisition cost
• Build a simple dashboard that gives a reliable weekly or monthly read on business health

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

This class equips you with practical, battle-tested methods to shield real assets- like property and investments- from lawsuits, creditors, and economic threats. This class will provide instruction on how to build an airtight protection plan tailored to your situation.

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.

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
• Test and scale ads without wasting money
• Capture more leads from your existing traffic
• Implement top of mind awareness strategies
• Create content that connects with your audience

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
• Evaluate current AI language tools
• Construct basic Zapier workflows
• Apply foundational API integration concepts
• Design a small-business operating system framework

This class guides you through the complete acquisition process from start to finish- from LOI to due diligence to closing and final purchase agreements- showcasing how I draft key documents and provide expert business valuation advice. You'll gain hands-on tools and discover the full end-to-end steps to scale your business through seamless deals.

Learning Objectives:

• Guide clients step-by-step from initial LOI drafting through due diligence to closing and final purchase agreements.

• Discuss essential acquisition documents (e.g., LOI, bill of sale, purchase agreements) with real-world examples.

• Discuss the due diligence checklist used to uncover risks and opportunities at every stage of the process.

• Provide expert business valuation advice to ensure fair pricing and maximize deal value from LOI to close. How to negotiate and finalize terms that protect your interests through closing and beyond.

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

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
• Build the framework to establish a board of advisors
• Learn how to shift income and build wealth faster
• Understand business credits
• Gain expertise on how having a strategic tax advisor instead of just a tax preparer can save you thousands

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
• Identify the key limitations of a will
• Evaluate the benefits of a revocable living trust
• Apply strategies to protect your assets and honor your wishes
• Develop a clear action plan

(VIP + New Members)

Join an exclusive breakfast with direct access to speakers, followed by an open forum to get your questions answered and connect with fellow members.