FUTURISTIC TAX PLANNING
Subscription Pricing Definitions
Secret Tax Savings course seats
This online course educates and disturbs tax clients about the threat of higher future tax rates and introduces several ways to create tax-free income – efficiently, over a period of years. It is designed to enable tax pros to expand tax prep into tax planning, and charge higher fees for tax services.
The course has been viewed over 1,000 times and has earned 4.5 out of 5 stars. Delivered in short video segments (5 – 10 min.) lasting a total of 90-minutes, it covers the national debt, income tax basics, and a variety of tax-free income sources from Roth IRAs to HSAs, and reverse mortgages to life insurance based retirement plans.
Course tuition fees are shared with, or waived for, the referring tax professional.
Tax-Free Tutors Training Library
A continuously expanding collection of case studies and planning strategies to expand tax pro knowledge of tax and financial planning topics, such as estate planning strategies, special needs planning, buy-sell funding, college savings options, Roth Conversions, stock options, alternative investments, cryptocurrencies, and so on. [This Training Library is for tax pros, not clients.]
3 Buckets Proforma Fact Sheet
For use with clients as a basis for tax planning, the Excel sheet separates client assets into 3 categories, based on their tax treatment, and adds additional relevant information needed for futuristic tax planning. Clients may complete this fact finder themselves before beginning the planning stage, or tax pros may assist clients in preparing it.
Live Reviews with TFT/Dave Spence
Virtual live client reviews with Dave Spence or other Tax-Free Tutors to prepare tax pros for upcoming client tax planning meetings, or as a follow-up to client meetings.
Mastermind Sessions
Periodic (bi-weekly, monthly, etc.) virtual meetings of all participating TFT tax pros to share challenges, success stories, new topics and advanced planning ideas.
Facilitate Outsourced Financial Advisors
Tax-Free Tutors or Dave Spence will vet and introduce tax pros to seasoned, reputable financial advisors (FAs) and advanced strategies experts as needed, and/or work with existing advisors of tax pros or clients to ensure application of Tax-Free Tutors and concepts and teachings.
Facilitate Licensing and Rev-sharing
Dave Spence or other Tax-Free Tutors will assist tax pros with attaining securities and/or insurance licenses and registrations to enable tax pros to share revenues generated for financial advisors or other experts utilized in tax pro-referred client cases.
Tax-Free Tutors (TFT) is a DBA and division of Palladium Wealth Management, LLC (PWM), founded in 2008 and owned by David G. Spence, CPA, CFP, CLU, PFS. PWM is a registered investment advisory firm, regulated by the Commonwealth of Virginia and by the federal financial regulatory authority, FINRA.
The TFT Tax Planning Profit Service is an educational and mentoring service, designed to educate tax professionals and their clients about taxes and long-term tax-saving strategies. No investment advice or financial products are sold or offered through this service or through Tax-Free Tutors.
TFT strives to assist tax professionals to transform grueling, less profitable tax preparation services into highly profitable tax planning services. By doing so, tax professionals can expect to be more valuable to their clients and prevent clients from making under-informed decisions that could harm them financially.
The process involves raising fees, terminating less profitable client engagements, and focusing more effort on helping clients reduce lifetime taxes, rather than focusing solely on past and current taxes.
Pricing for the TFT Tax Planning Profit Service is based on four tiers of TFT involvement.
To better understand the Tax Planning Profit Service, please view the following items:
A PowerPoint video introduction. [Slides advance @ 15 seconds. Use controls at the bottom to pause, rewind, and advance. No audio involved]:
Video intro (free) to what Tax-Free Tutors does – for use by tax professionals and general public:
Additional (short) background video on founder, Dave Spence, CPA, CFP, CLU, PFS:
Foundational to the TFT Tax Planning Profit Service is a taxpayer-facing 90-minute video course entitled, “Tax Saving Secrets Your Advisors Aren’t Showing You”. This course is designed to educate and alert taxpayers to the increasing threat of higher future income tax rates that are virtually inevitable, considering the demise of America’s fiscal health and our government’s irresponsibility.
This online course currently lists for $199 on Udemy.com. Based on the selected TFT service tier, a number of free seats are allotted to tax pro subscribers each month to share with their clients. Tax pros may request (via email) a free viewing of the course at [email protected].
The www.taxfreetutors.com Resources page also offers free webinars and short courses, including:
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