I remember the day it hit me.
Less than a year into being a CPA, I handed Tom his tax return across the table. Eighty-odd pages, and I was proud of every one of them — complex, compliant, done right. That’s what he was paying me for.
He never made it past the cover page. He just stared at the number he owed: $35,560. How do I owe that much? Where am I going to get it? What can I do to lower it?
I slid my $650 invoice across the table and felt my face go red. It was clear which bill he cared about. He’d come to me because he thought I had the answer to the thing taking bigger and bigger bites out of his profits. I didn’t have one.
That day I made myself a promise: I’d find real answers — for Tom, and for everyone like him.
Finding them took fifteen years and three walls.
The first was my own profession. I went back to my university textbooks — nothing. I spent $500 on the AICPA tax manuals and read them cover to cover — compliance guides. I sat through continuing education. I called CPAs I respected, and they told me plainly: we don’t do planning, we file the returns with the information we’re given.
The second was the code itself. I went straight to the source, and anyone who’s opened an IRS publication knows how that goes — layer on layer, law upon law. Sorting through it is the job. It still isn’t any wonder nobody can make sense of it.
The third was tax court. Once I had strategies, I had to know which ones would hold — cases, the Dirty Dozen, listed transactions, prosecutions. For a long stretch I couldn’t have told you where planning ended and trouble began.
Those three walls weren’t just the painful part of my journey. They’re the walls between you and the answer to Tom’s questions.
Somewhere in there my own firm grew, and I started having my clients’ problem. I’m an entrepreneur with over a dozen businesses now, including real estate syndicates. Everything I teach, I’ve run on my own money first.
And then I found a new problem: me. I had the strategies, so I became the bottleneck. My clients still couldn’t solve this for themselves.
What actually moves the needle isn’t my knowledge of the tax code. It’s a mindset and a set of frameworks the wealthy have used for generations. They don’t do the technical work — they direct it. The wealthy guide the direction, and the experts take care of the details.
That’s the whole idea. You in the driver’s seat, telling your advisors where you’re going, instead of finding out what happened once April gets here.
So I built the thing I couldn’t find. Build Wealth Save Taxes is the course, the platform, and the strategy library — an implementation engine that puts the frameworks in your hands instead of mine. Win the Tax Game is the compass: short enough to read in an evening, written to tell you which part of the game to play first.
Underneath all of it is something simpler. We’re each given time, abilities, and resources we’re responsible for. What we’ve been given, we’re called to steward and grow, and to bless the people around us with. I believe you can be a better steward of your wealth than any government can.
Money isn’t everything. But we all trade our time for money — so when the government takes 30 to 50 percent of it, what they’re really spending is your life.
What could your wealth do for your family and your community?
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