An immersive training that teaches you how to grow your business, save taxes for your business, save taxes for yourself, and implement processes for your staff.
Witness David present to a live dinner seminar crowd with real prospects. Debrief with David after at dinner on us!
David will walk you through over 65 Tax Strategies in an all-day training. He will cover the Core 5 Strategies that can help double your business. Breakfast, Lunch, and Top Golf too!
David will take a deep dive into advanced strategies not covered on Day 1. You will have a chance to have a Q&A with David over the material covered in the jam-packed training.
CRT
DAF
IRA to CVLI
Tax Loss Harvesting
Why We Tax Allocate
Net Unrealized Appreciation (NUA)
Cash and Tax Drag
3 Buckets of Money
1031 Exchange and Opportunity Zones
Cost Segregation
Homestead Exemption & TODD
Happy QDRO
Intro to Tax Forms
1040, Schedule 1, 2 & 3
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Income Tax Brackets Rates 2023 & 2026
Generic Dollar for Dollar ROTH (3)
My Homework (1)
Annuity Comparison Form ACF PDF
Rate vs Range updated 01-17-23 PDF.pdf
BOB & MARY NUMBERS PDF
Expense Worksheet
Over 75% of those who have attended the Tax Mastermind in the past have DOUBLED their practice since attending.
No, hear from David's staff on how to implement from an employee's perspective. Also hear from our in house Estate Planning Attorney, Property and Casualty Insurance Agent, and Tax Preparer.
Yes, hotels and food are covered as a part of your tuition. We even include a free shuttle service during your stay in Omaha. You are just in charge of your Uber to and from the airport.
13815 FNB Pkwy Suite 400, Omaha, NE 68154 Enjoy our beautiful, new, 17,000-square-foot office.
The Mid-West Learning Center is our classroom in front of our office for client classes, meetings, and training like this one.
