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Executive Money Strategies Courses


Course Bundles:

 1. Trust Bundle
(All items in the Trust curriculum) $997
2. Business Bundle
(All ten items in the Business Entity curriculum) $4,497
3. Tax Bundle
(All items in the Tax Training curriculum) $497
4. Trading Bundle
(All items in the Trading Curriculum) $397


Courses À la Carte:

Business Entity Curriculum

1. Business Basics
(What business is, and why you want one) [1 hour] $97
2. Which Company Should I Set Up?
(Which entity is best for you) [1 hour] $397
3. Foundations In Corporate Structure
(How to mix entities for maximum benefit) [1.5 hours] $397
4. Three Pillars of Wealth: Taxes, Lawsuits, Estate Tax
(How to beat the three big business expenses) [1 hour] $397
5. Incorporate for Freedom Masterclass
(The quintessential guide to multi-entity incorporation) [7 hours] $997
6. Operating Agreements & Minutes
(Our template for these critical documents (60+ pages) for Partnership/C-Corp) $2,497
7. Required Business Forms
(A walkthrough of all the required forms, and how best to navigate them) [1 hour] $397
8. The Tax Deduction Playbook
(The biggest deductions you MUST take to compete) [1 hour] $397
9. Corporate Compliance Secrets
(Maximizing compliance to maximize asset protection) [1 hour] $397
10. Advanced Business Tactics
(Elite secrets of bundling entities and their benefits) [3 hours] $997

 

Tax Training Curriculum

 1. Business Tax Mastery
(Mastering tax reduction from the ground up) [1 hour] $397
2. Eight Lies Your CPA is Telling You
(Why you're not getting ahead with your profits) [1 hour] $397
3. Annual Tax Intensive (The 5-hour annual live tax workshop (2025)) [5 hours] $197

4. Tax Trifecta: BOI, Augusta Rule, Tax-Free Kids (Use the elite's best-kept secrets accurately, and file your BOI correctly) [1-hour] $79

Trust Curriculum

 1. "Your Trust Is Broken" (ebook)
(Why and How your trusts stop working and how to fix them) $17
2. Trust Protection Secrets (The foundation of the best uses and types of trusts) [1 hour] $397
3. Complete Trust Creation Masterclass (A complete guide -with docs - for setting up trusts) 3.5 hours] $997

Trading Curriculum

1. "Make Your Fortune Harpooning Whales" (ebook)
(How to Trade like Market Makers) $17
2. Foundations in Stock and Crypto Trading

(A foundational training for understanding business trading) [1 hour] $397
3.  "Using Bank Money to Trade" (ebook)
(Why we should never use our money to trade) $17