This class teaches how to build and grow wealth by taking control of your retirement funds through self-directed IRAs and Solo 401(k)s. Participants will learn how to invest in alternative assets—such as real estate, private lending, or small businesses—while maintaining tax advantages and compliance. The session provides practical strategies for using self-direction to accelerate retirement growth and reach the $1 million milestone.

This class provides an in-depth look at current real estate market trends and insights into what may lie ahead for investors, homeowners, and industry professionals. Participants will explore key economic indicators, interest rate impacts, regional housing dynamics, and emerging investment opportunities. The session aims to equip attendees with the knowledge needed to make informed decisions in a changing real estate landscape.

This class teaches professionals how to use video effectively to enhance their website presence and marketing strategy. Participants will learn practical techniques for creating engaging, authentic video content that builds trust, improves visibility, and converts viewers into clients. The session covers video planning, production basics, and distribution strategies to help attendees stand out in a competitive digital landscape.

This class introduces participants to alternative assets and how they can diversify portfolios beyond traditional stocks and bonds. Attendees will explore investment options such as real estate, private lending, precious metals, and cryptocurrency, along with their associated risks and rewards. The session focuses on how to evaluate, structure, and manage alternative investments to build wealth and strengthen long-term financial stability.

Today's creators and performers face unique—and often confusing—tax challenges. This course unpacks the key reporting rules, audit risks, and compliance pitfalls specific to influencers, entertainers, artists, and those earning NIL income. Learn how to structure entities for protection and tax efficiency, navigate multi-state filings, and apply proven strategies that keep both income and IRS issues in check. Whether you're advising rising stars or seasoned pros, this class gives you the insights and tools to guide them with confidence.

Discover how AI is transforming the accounting profession in this forward-thinking, practical course. Learn to harness powerful AI tools to automate client emails, tackle complex tax research in minutes, and extract key data from client documents with ease. You'll explore how to generate first-draft tax strategies tailored to your clients and streamline your entire practice—from scheduling to follow-ups. Step into the future of accounting and elevate your firm’s efficiency and client experience.

Class Description: 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.

As digital assets move into the mainstream, tax professionals need to stay ahead of the curve. This course unpacks the evolution of cryptocurrency, the underlying technology, and what it means for tax and legal strategy. You’ll get up to speed on how crypto is taxed, recent regulatory updates, and how to track and report transactions accurately. Whether your clients are dabbling in Bitcoin or deep in DeFi, this class equips you with the knowledge to advise with confidence and stay compliant in a fast-changing space.

This class guides participants through the key steps and strategies for buying a small business, whether launching a first venture or expanding an existing one. Attendees will learn how to evaluate opportunities, perform due diligence, structure financing, and negotiate terms for success. The session also explores the pros and cons of acquiring versus starting from scratch, helping entrepreneurs make confident, informed decisions.

Learn how to utilize Limited Liability Companies (LLCs) as effective tools for asset protection and tax optimization. Learn about various LLC structures, including Series LLCs and IRA LLCs, and how to strategically deploy them across different asset classes to safeguard personal and business assets. Understand liability protection, corporate veil maintenance, and compliance with evolving regulations.

Go beyond the basics and explore advanced tax strategies used by the top 1%. This course covers powerful planning tools—like retirement savings optimization, strategic Roth conversions, captive insurance companies, and reverse mortgage strategies—designed to preserve wealth and reduce long-term tax exposure. You’ll also dive into the essential reporting procedures that keep these strategies compliant and audit-ready. Ideal for advisors working with high-net-worth clients, this class equips you with the insights to deliver elite-level planning and results.

This class explains how to strategically leverage a Board of Advisors to strengthen decision-making, accountability, and business growth. Participants will learn how to structure effective advisor meetings, set measurable goals, and incorporate critical accountable plan provisions for tax efficiency and compliance. The session highlights how combining advisory oversight with smart financial planning can enhance both performance and profitability.

This class explores the key strategies, systems, and mindset shifts required to scale a business to eight figures and beyond. Participants will learn how to strengthen operations, build leadership teams, optimize financial management, and expand through strategic growth models. The session focuses on sustainable scaling—helping entrepreneurs grow revenue without sacrificing profitability, culture, or control.

This class teaches professionals how to attract high-value advisory clients through modern, relationship-based marketing strategies—without relying on traditional networking events. Participants will learn practical methods to build authority, generate consistent leads, and convert prospects into paying clients, even with no prior marketing experience. The session focuses on authentic connection, digital visibility, and proven systems that grow an advisory practice efficiently and sustainably.

This class focuses on the proven techniques and psychology behind successful sales conversations and closing strategies. Participants will learn how to build trust, handle objections, and guide prospects confidently from interest to commitment. The session emphasizes practical, repeatable methods for improving conversion rates and building long-term client relationships that drive consistent business growth.

Choosing the right retirement plan isn't one-size-fits-all — it depends on your income, employment status, and long-term goals. This course breaks down retirement planning options by wealth profile: W-2 employees, self-employed solopreneurs, and business owners with employees. Participants will learn how to leverage 401(k)s, Roth IRAs, HSAs, and advanced strategies like the Mega Backdoor Roth and Defined Benefit Plans. With 2025 contribution limits and tax strategies in mind, this session empowers individuals and advisors to build a customized roadmap for maximizing retirement savings at every stage of success.

This class demystifies cost segregation and explores advanced tax strategies for maximizing depreciation and managing partial asset dispositions. Participants will learn how to identify and separate building components for accelerated deductions, improve cash flow, and comply with IRS requirements. The session also covers when and how to apply partial asset disposition rules to optimize tax benefits during renovations or property sales.

This class teaches how to collect, interpret, and apply marketing data to make smarter business decisions and improve return on investment. Participants will learn how to track key performance metrics, analyze customer behavior, and refine campaigns based on actionable insights. The session focuses on turning data into strategy—helping businesses target the right audiences, boost conversions, and drive measurable growth.

Protecting wealth is just as important as building it—and the right strategies make all the difference. This course breaks down the top five asset protection tools that actually work in today’s legal and financial landscape. Learn how to use business entities to shield assets, separate liabilities effectively, and leverage trusts, retirement accounts, and privacy strategies to fortify your clients’ financial foundation. Whether you’re working with business owners or high-net-worth individuals, this class gives you the practical, proven tactics to help them sleep better at night.

Class Description: An overview of US international tax as it applies to main street

Learning Objective:

• Overview of the US Tax System: Who Does It Apply To?
• Understand Tax Obligations of US Persons & US Entities
• Understand tax obligations of Non-US Persons & Foreign Entities
• How to Identifying Key Information Returns and Avoid Penalties
• Understand Relief Procedures Available

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 session 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.

Session 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.

Learn five powerful strategies to grow your wealth by investing in real estate.

Learning Objectives:

1. Evaluate Real Estate Professional Status (REPS) eligibility and implementation
2. Identify and capitalize on the Short-Term Rental Loophole
3. Structure Self-Rental arrangements for maximum tax efficiency
4. Analyze Real Estate Syndication opportunities for passive tax benefits
5. Implement Self-Directed Real Estate IRA strategies

Class Description: In this session, you’ll learn the basics of IRS resolution: how to read and handle common IRS notices, set up proper authorizations, and guide clients through collections with confidence.

Learning Objectives:

• Differentiate between Form 8821 and 2848 authorities
• Identify key IRS collection notices & resolution types
• Learn how to troubleshoot common IRS processing issues (Form 2553, CP261, unprocessable returns)
• Evaluate eligibility for penalty abatement such as First-Time Abate
• Best practices for managing client IRS cases

This class inspires participants to define, design, and actively pursue their own version of the American Dream through entrepreneurship, financial literacy, and purposeful planning. Attendees will learn how to align their personal goals with strategic business and wealth-building decisions that create lasting freedom and fulfillment. The session blends mindset, motivation, and practical strategy to help individuals turn vision into action and dreams into reality.

Everyone is invited to Pitch, Connect & Dine

Kick off the evening with a fast-paced round of speed networking—share your elevator pitch, make powerful connections, and discover your next collaborator, client, or mentor. Then stick around for a relaxed, hosted dinner with your new Main Street crew.