You're at a mastermind event.
The guy next to you is celebrating. Big smile. Drinks for everyone.
You ask what happened.
He says:
"We just reclassified one of our income streams. Saved $60K this year. Every year going forward."
You freeze.
Because you have the EXACT SAME income stream. Same business model. Same revenue structure.
But your CPA never mentioned reclassifying anything.
So you ask:
"Wait, what do you mean 'reclassified'?"
He explains. His tax strategist showed him how to restructure how that income flows through his entities. Changed it from ordinary income to something more favorable under current rules.
$60K saved. Just from asking one strategic question.
You go home sick.
Not because he's smarter than you. Not because he's doing something shady.
Because his strategist adapts with him. Yours doesn't.
And now it's too late. The year's over. Your income is locked in. You can't retroactively reclassify.
$60K gone. Forever.
Here's what nobody tells you:
Your business changes. Tax laws change. What worked last year might be costing you money this year.
But your CPA? They're filing based on last year's structure. Because that's what they know. That's what's in the system.
They're not proactively asking every quarter:
"Has anything changed? Is there a new way to structure this? Did a new law open up an opportunity?"
So you keep bleeding money.
Not because you have a bad CPA.
Because nobody's adapting the strategy as you grow.
Now imagine this:
You're in the WealthAbility Advantage.
Every month, we get on a live call.
I walk you through current law changes. New opportunities that opened up in the last 30 days.
And you bring YOUR situation. YOUR entities. YOUR income streams.
You ask:
"Tom, I've got this income stream structured like this. Is there a better way with current rules?"
I look at it. I see the opportunity.
I say:
"Yeah, reclassify that. Move it through this entity instead. That'll save you $60K/year starting now."
You implement it. The savings hit your account. Every year. Forever.
Same business. Same revenue. Different structure. $60K saved.
This is what ongoing strategic support does:
It adapts with you.
As your business grows, we adjust the strategy.
As laws change, we capture new opportunities.
As your income shifts, we optimize the structure.
You're not stuck with last year's playbook.
You're working with this month's rules.
And you get:
→ Monthly live calls (current law changes + Q&A on YOUR situation)
→ Tax-Free Formula System (implementation guides your CPA executes)
→ Private community (gut-check deals with operators at your level)
→ Checklists & templates (step-by-step, no confusion)
→ Time-stamped recordings (jump to what matters)
Most programs charge $5,000-$25,000 for this.
WealthAbility Advantage: $1267/year
If we help you implement just 2-3 strategies, you're looking at $1,000-$5,000 in monthly tax savings.
That's as much as a 3,000% return. Every single year.
But here's what you need to understand:
That income reclassification that saves $60K?
It needs to happen at the beginning of the year, not the end.
That entity restructure that optimizes your flow?
The earlier you do it, the more months of savings you capture.
That depreciation strategy on new assets?
It only works on purchases made THIS year.
You can't go back and retroactively optimize 2026 in January 2027.
The decisions you make in the next 90 days set your tax bill for the entire year.
Every month you wait is a month of savings gone.
– Tom
P.S. Right now, you're making decisions without asking. Which means you're missing optimizations worth $50K-$200K/year.
The Advantage fixes that.
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