Access to 40+ Specialists in your Virtual Family Office (VFO) $995/month Value
Access to our Exclusive Private Facebook Group for Members Only
Access to our Exclusive DropBox Full of Planning Ideas & Materials ($3,000 Value)
Bi-weekly Mastermind Meeting for Case Studies or Various Topics
Access to Multiple Opportunities for CPE Credits for Free ($100-$1,000 Value)
Can Send Up to 4-6 People Per Event (2/yr.) to get 12-15 CPE Credits for Free & Hear from Thought Leaders Across the Advanced Tax Planning Space, for FREE
Use our Information Gathering Software for FREE. Some Proprietary, Some Not. All Free
Make the Mastermind Group Your Own! Open to address YOUR Needs & Wants
Access to our Advanced Proactive Training CPA Mentor that has actually done it, and sold his business for $45+ Million. ($25k Value) Allowed 2 At a Time for FREE
Warranty 30 days
No questions asked refund your money. If you have something does not suit, get your money back.
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