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 Videos
  • Whitepapers
  • Presentations
  • Implementation Guide
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!

Get Basic Now!

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. 

Build Your Business – Be Part of Our Network

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

CALL NOW
$ 599 Monthly
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

CALL NOW
$ 1199 Monthly
Learn More
Schedule a call to learn more about Family Officer Director membership and becoming a Family Office Director.

The Tax Master Guide to Starting and Building Your Proactive Tax Business

The Tax Master Guide to Starting and Building Your Proactive Tax Business is your step-by-step guide to building your business around something clients really want: tax savings! You’ll learn how to use tax savings to identify and attract clients who are ready to commit to doing business now. You’ll discover how to build a value-based brand that emphasizes relationships over transactions. You’ll see how to use specific tax-planning challenges to quantify and communicate the unique value you bring to your clients.

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.

Sign Up For The Briefs

Contact Tax Master Network

1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2024 Financial Gravity Companies, Inc. 

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.