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.

Video is no longer an optional element in marketing and business. It’s the bridge between your message and your audience’s trust. In this class, you’ll learn how to craft videos that connect, convert, and build loyalty. Discover which videos belong on your website, how to film them effectively, and how to turn each one into a marketing asset you can use across every platform.

Learning Objectives

• Learn how to use video to build trust, engage your audience, and drive more conversions through smart placement on your website and beyond.
• Discover the key types of videos every business should have, such as brand story, testimonial, and educational content, and when to use them.
• Learn how to create professional-looking videos using simple techniques like lighting, framing, the rule of thirds, and graphics.
• Understand how to repurpose your videos across social media, ads, and email campaigns for maximum reach.

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.

Learning Objectives:

1. Understand tax reporting obligations for influencers, athletes, entertainers & artists
2. Evaluate entity structuring options to maximize protection & tax efficiency
3. Identity common IRS pitfalls & compliance risks
4. Address unique tax issues related to modern creators
5. Explore tax strategies for modern creators

Tired of drowning in admin work? See how AI can become your first affordable hire... helping you automate the boring, amplify your impact, and finally build a business that runs itself.

By the end of this session, participants will be able to:

• Identify practical ways to integrate AI into daily operations for greater efficiency and consistency.
• Apply simple frameworks like CRIT prompting to improve communication and task automation.
• Leverage AI tools to streamline scheduling, client management, and financial analysis.
• Implement repeatable systems that reduce manual work while preserving professional judgment.

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 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.

Many business owners juggle multiple activities and want a confident structure. We’ll review the tax mechanics that drive choice and then overlay the legal elements that keep the Trifecta operating smoothly. Attendees receive a practical map and checklist, plus guidance on when (and when not) to use family management companies, property-level LLCs, and COPE.

Learning Objectives:

1. Differentiate key tax mechanics of partnerships (Form 1065) and S corporations (Form 1120-S to set an initial structuring direction.
2. Identify governance provisions and intercompany agreements that support legal substance without undermining tax mechanics.
3. Apply the Trifecta framework to classify activities as Active/Operational vs. Assets/Passive and select an appropriate entity path for each.
4. Determine when converting rental activity economics to earned income is justified and estimate the tradeoffs.
5. Evaluate COPE considerations and decide when multiple LLCs provide superior liability segregation compared to a single umbrella HoldCo.

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.

In this high-impact session, Barbara shares the exact mindset, systems, and leadership strategies that top-performing firm owners use to scale to 8 figures—without burning out, sacrificing client experience, or getting buried in busywork.

Learning Objectives:

• Identify the operational foundations and financial structure needed to sustainably scale your business to 8 figures.
• Learn how to streamline workflows, delegate effectively, and remove the bottlenecks slowing down firm growth.
• Discover how to attract, develop, and retain a high-performing team that drives profitability and freedom.
• Understand the KPIs and metrics that matter most for long-term success and scalability.
• Explore proven systems and automation tools that increase efficiency and elevate client delivery.
• Master social media and marketing strategies that attract high-value clients and build your firm’s authority.
• Shift your mindset from technician to visionary CEO—so your firm can grow without you doing it all.

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.

Learning Objectives:

• Gain a working knowledge of all the various retirement savings plan vehicles, ranging from the simplest IRA to the most complex defined benefit plan including the very unique 401(h), as well as how to identify which retirement savings plan, or more often plans, are appropriate for your clients. 
• Learn how to avoid inadvertently giving "investment advice" to your clients, which is very important as most tax professionals are not licensed to do so.
• Learn how and when making Roth contributions and/or Roth conversions are in your clients' best interest, and when these strategies might actually be a bad idea.
• Learn the nuances involved with the "401(k) Match and Out" strategy.
• Learn how to help your clients to avoid receiving a tax penalty when making a Roth conversion mid-year.

This dynamic presentation delivers a comprehensive look into cost segregation—one of the most effective but often misunderstood tax strategies available to real estate investors and business owners. Attendees will learn how to properly differentiate between real and personal property for depreciation purposes, identify when and where cost segregation provides the greatest value, and evaluate real-world financial impacts through case studies. The session will also address key tax considerations such as bonus depreciation, change of accounting methods, and asset disposition under IRS guidelines. In addition, we’ll debunk common myths and misconceptions about cost segregation, helping participants avoid costly mistakes and make well-informed decisions.

Learning Objectives:

• Understand the fundamentals of cost segregation and how it differentiates between real property (IRC §1250) and personal property (IRC §1245) for depreciation purposes.
• Identify the types of properties and scenarios where cost segregation studies provide the greatest tax benefits, including bonus depreciation opportunities.
• Evaluate the financial impact of cost segregation through real-world examples and case studies, including first-year depreciation comparisons.
• Recognize the tax implications upon the sale or disposition of assets, including the role of Partial Asset Disposition (PAD) under Treas. Reg. §1.168(i)-8.
• Assess when cost segregation may not be beneficial, such as flips, nonprofit ownership, or extremely low basis properties.

Data is the most powerful tool in marketing, yet most businesses never use it effectively. Too many focus on likes and followers that look good on paper but don’t drive revenue. In this session, we’ll focus on the metrics that matter, the tools that simplify analysis, and the insights that turn behavior into conversions. Learn how to build a repeatable monthly system to keep your marketing decisions data-driven, strategic, and profitable.

Learning Objectives

• Learn how to identify which marketing metrics actually drive growth instead of focusing on likes and followers that don’t generate revenue.
• Discover how to use tools like Google Analytics, Meta Manager, and CRM dashboards without getting lost in unnecessary data.
• Understand how to analyze customer behavior and engagement patterns to refine your messaging and boost conversions.
• Leave with a clear, repeatable monthly review plan to keep your marketing data-driven, strategic, and profitable.

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.

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.