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Organize your investments and better understand your tax situation with the Tax Free Tutors Template! This three-bucket template has been proven to be very helpful in determining where your assets are and what things you need to consider before moving them around and trying to get yourself to a 0% tax bracket or as close to there as possible.
https://vimeo.com/816222094
50% off SECRET TAX SAVINGS course for all clients TFT Training Library – Concepts & Case Studies 50% off 3 Buckets Proforma Fact Sheet Recorded Case Reviews with TFT/Dave Spence Recorded Monthly Mastermind Sessions Hrly Rate for TFT/Dave Spence Add-ons – $350
Unlimited Seats for SECRET TAX SAVINGS course TFT Training Library – Concepts & Case Studies Re-useable 3 Buckets Proforma Fact Sheet Up to 3/mo. Live Reviews with TFT/Dave Spence Live (& Recordings of) All Mastermind Sessions Facilitate Outsourced Financial Advisors Facilitate Licensing & Rev-sharing for Tax Pros Hrly Rate for TFT/Dave Spence Add-ons – $200
10 $0 Seats/Mo. for SECRET TAX SAVINGS course TFT Training Library – Concepts & Case Studies Re-useable 3 Buckets Proforma Fact Sheet Recorded Case Reviews with TFT/Dave Spence Up to 2/mo. Live Reviews with TFT/Dave Spence Live (& Recordings of) Mastermind Sessions Facilitate Outsourced Financial Advisors Hrly Rate for TFT/ Dave Spence Add-ons – $250
