Technical Training Center

Learn How to Deliver Tax Planning

Step 1

 Develop Bespoke Plan through Tax Architect™

Step 2

Learn About the Recommended Tax Strategy through Training Videos and White Papers.

Step 3

Utilize the presentation materials to help your client understand the benefits of the tax strategy.

Step 4

Use the Implementation Guides to put your clients on track to tax savings.

What you get

Training topics include videos, white papers, Power Points presentations, and implementation instructions. Members can ask topic-specific questions on-page.
Technical training covers every viable and tested tax planning strategy in use.
White papers that walk you through every tax planning strategy.
Presentations for you and your clients.
Instructional videos on every strategy.

99¢ for the First Month of Basic Membership!

Try the first month of Basic Membership for 99 cents. This is not a trial, you get full access to all membership benefits. The regular price of $99 resumes after the first thirty days. Cancel any time. 

Basic Features

Basic features are available to all membership levels. Sign up to purchase Basic membership

Advanced Features

Advanced features are available to Advanced and Family Office Director members. Schedule a call to learn more about Advanced membership

Family Office Director Features

Elite features are only available to Elite members. Schedule a call to learn more about becoming a Family Office Director.