Advanced Tax Strategies
Going beyond the taxes overall approach, this course will teach you how to recognize and address unique situations that could have a major impact on your client’s overall tax strategies.
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About the Course
Learn
  • What to consider when a client is selling a business
  • What to consider when a client is selling taxable real estate
  • How to effectively achieve the 0% tax bracket with real-world examples of the decisions that would be required
  • How to marry one event or strategy with another to achieve a positive tax result
Demonstrate
  • Case facts and circumstance that lead to the tax strategy idea
  • The math of the idea explained outside of Spending Game
  • The math of the idea explained using Spending Game
Resources
  • Six, 75-minute, recorded sessions
  • Shared documents & client files
  • Shared Spending Game files
  • Access to your coach(es) during live sessions
  • Ability to email coach(es) course-related questions
About the Course
Learn
  • What to consider when a client is selling a business
  • What to consider when a client is selling taxable real estate
  • How to effectively achieve the 0% tax bracket with real-world examples of the decisions that would be required
  • How to marry one event or strategy with another to achieve a positive tax result
Demonstrate
  • Case facts and circumstance that lead to the tax strategy idea
  • The math of the idea explained outside of Spending Game
  • The math of the idea explained using Spending Game
Resources
  • Six, 75-minute, recorded sessions
  • Shared documents & client files
  • Shared Spending Game files
  • Access to your coach(es) during live sessions
  • Ability to email coach(es) course-related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Testimonial from past course attendees

Best course I've every taken with MoneyTrax. Glad to be part of COW!  

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Bob P. - Irvine, CA

Matt is always excellent and breaks everything down very well and simply. This is great!

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Karen P. - Atlanta, GA

$300
On-Demand Course
Get immediate access to the video recordings and shared resources
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