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Where Do You Want the Evolution of Your Business to Begin?
Become a Proactive Tax Planner To Help Your Clients Pay Less in Taxes
A full suite of comprehensive tools and resources to put you in the Proactive Tax Planning business.
BASIC
TRY THE FIRST MONTH FOR 99¢
$
99
Monthly
Sign Up
The first month is only 99¢. Take your time over the first thirty days to explore the benefits of membership. Cancel at any time.
Proven Marketing Content to Grow Your Business Faster
Now that you are a Proactive Tax Planner, we provide you with additional tools and content to get more tax planning clients.
ADVANCED
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$
599
Monthly
-
Everything in Basic, plus:
Learn More
Schedule a call to learn more about Advanced membership.
Put Yourself at the Center of Your Client’s Financial World
You are at the intersection of Tax Strategy, Wealth Management, Retirement Planning, Risk Mitigation, and Estate Planning.
FAMILY OFFICE DIRECTOR
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$
1199
Monthly
-
Everything in Basic and Advanced, plus:
Learn More
Schedule a call to learn more about Family Officer Director membership and becoming a Family Office Director.
