Save My Seat
Half of 2026 is gone. What you do in the next six months decides whether you saved — or donated.
Eleven months after the largest tax law in a decade was signed, most successful business owners have heard the headlines. Almost none have had a strategic conversation about what it means for their specific situation. This masterclass is that conversation — built for owners over $1M in income, held before the year runs out.
You filed in April. The CPA was responsive. You wrote the check. But something about the number didn't sit right.
Most successful owners get a second opinion on everything — investments, legal, medical. Almost none get one on their tax position. Eleven months after the biggest tax law in a decade, this is still the most important conversation most of them haven't had.
Our father worked himself to exhaustion and was never shown how to keep any of it. We became the firm we wished he'd had.
For an owner over $1M in income, these changes don't just save more — they reset what optimal looks like. The owners who restructure for 2026 capture a runway that compounds for years.
Retained 100% of staff through COVID. Acquired another agency. Bought a house in Texas. The strategy was already in her business — it just hadn't been built into the tax position.
Office building, homes in two states, a full team — all from money that would've gone to the IRS.
Instead of writing that amount to the IRS, the equivalent moved into a $1.2M property in Tennessee.
Every result is specific to the client's situation. We do not promise outcomes — we promise the rigor of the review.
And roughly how much — in the language of your own numbers, not generalities.
Translated into the next 90 days of decisions, not the next 90 pages of legalese.
And what "working harder" actually looks like for your specific situation.
No theory. No homework. The kind of clarity most owners only find out they needed after the wrong decision has already cost them six figures.
Your Q2 estimated payment. Most owners write that check based on a strategy nobody has reviewed since April.
Q3 estimated payment. By the time most owners think about strategy in November, most of the year's runway is gone.
The first woman in her family to study beyond high school — she broke that pattern at fifteen, before Minal did. Co-founder, co-architect of the firm, and the partner whose discipline holds the practice to its standards.
One of 55 Certified Tax Strategists in the United States. Minal hosts the live masterclass and leads the firm's strategic work — the conversation most successful owners aren't having with their current CPA.
No. This is live only — by design. The conversation that produces real clarity for your situation only happens when you're in the room with us. If you can't attend live, the most useful next step is to book a private second-opinion call instead.
Business owners and high-income professionals over $1M in income, typically with a federal tax burden above $150K. If your decisions — entity structure, real estate, retirement, liquidity — deserve more than annual filing, this room was built for you.
A copy of your most recent tax return helps if you'd like to take notes against your own situation. Bring questions — the last 10–15 minutes are live Q&A, and that's where most of the room finds the answer to the thing they came in for.
If at the end you'd like a private conversation about your specific situation, we'll explain how to book one. If not, you'll leave with clarity on whether the gap between what you're paying and what you should be paying is worth a deeper look.
Yes — many attendees do. We don't position against other professionals. Filing and strategy are two different jobs; most CPAs were trained for one of them. Bring whoever helps you make the decision well.
The masterclass on June 10 is one door. A private conversation about your specific situation is another. Both lead to the same place — clarity on what your structure is actually doing.
Live attendance only · Capped at 200 seats