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The Tax Playbook for High Earners

The Wealthy know that its about what you keep as well as what you earn.

This Playbook is for high earners who are tired of:

You earn $100,000+ (W-2 or W-2 + side income)

Feeling like you know you could be doing more with your money but you're afraid of making a mistake.

You feel like your income keeps going up, but so does your tax bill

Suspecting you’re leaving money on the table but you're unsure where to start or what to even ask.

You suspect you’re overpaying — but don’t know what to ask

Knowing that the wealthy are playing a game you can't afford to play because you're not a millionaire yet.

You are not alone. We already know that you are smart, successful, and busy. But no one is coming to save you. So it's time to take control of YOUR wealth, by learning half of the wealth building equation, which is keeping more of your hard earned money.

What You'll Learn

This playbook shows YOU how to legally use tax mitigation strategies to help you keep more of your money.

  • How the wealthy reduce taxable income well before the IRS ever shows up

  • How to legally use your money to benefit YOU rather than the US government

  • How to save thousands and document your money moves with ease like a pro

  • How to turn your CPA into a proactive collaborator instead of a reactive bystander

My parents taught me to just hand my W-2 over to a tax preparer and keep my fingers crossed to get money back. I am telling you that you make too much money to play the game that way. The average user will reduce their taxable income by $15,000 in the first year. It's time to stop giving away our wealth.

What's Included

What the Wealthy Do Presents The Tax Playbook for High Earners

LIFETIME ACCESS TO VIDEO MODULES

Introduction: Calculating Federal Taxes

Learn how to calculate taxes and deductions so you can plan strategically.

Module 1: Shifting Income to Reduce Tax Liability

Learn how private wealth managers and the wealthy use Mega 401(k)s, HSAs, & FSAs to mitigate tax liabilities.

Module 2: Tax-Loss Harvesting & Investment Strategy

Learn how wealthy investors turn market losses into long-term tax assets.

Module 3: Strategic Philanthropy

Learn how wealthy people give strategically to mitigate tax liabilities.

Module 4: Shifting Expenses to Reduce Tax Liability

Learn how ownership unlocks deductions on all earned income, even your W-2.

Module 5: Bonus Strategies

Learn tax mitigation strategies you need to know even if you don't need them...yet.

Lifetime Access to Course Resources

Use these resources to create strategies and stay compliant with the Internal Revenue Code:

  • Tax Calculator

  • Deductible Expense Log

  • Side Hustle Checklist

  • Side Hustle P & L Template

  • IRS Audit Red Flags & Risk Mitigation

  • CPA Implementation Checklist

  • Internal Revenue Code Citations

What Are People Saying About Us?

One Payment. Lifetime Access.

Let’s put this in context.

Most High Earners:

  • Pay $250–$1,000 every year just to file taxes

  • Pay thousands more in taxes because no one helped them strategically plan

  • Find out too late about strategies they could have used to save $$$

High Earners with the Tax Playbook:

  • Reduce their tax liability for 2026

  • Create strategies that saves them money for years to come

  • Become empowered and confident financial self-advocates

  • Level up their personal wealth management

"The most expensive tax we pay is ignorance tax." Alex Hormozi

Wealthy people invest millions to understand the rules.
This playbook exists so you don’t have to keep paying thousands for not knowing.

WHY THIS IS DIFFERENT

This is not a generic tax course. This playbook is:

Rooted in wealth strategy, not fear

Rooted in long term wealth strategies that private wealth managers that work with 9 figure clients use

Focused on thinking like the wealthy, not mimicking them blindly

Focused on putting YOU in the driver's seat to think like the wealthy do while you're in your wealth building phase

Designed to help you ask better questions, not chase TikTok loopholes

Designed to empower you so that you ask better questions and collaborate with your CPA

The Regular Investment is $397 But For A Limited Time,

We Are Offering This Course For $297!!!

14-Day Satisfaction Guarantee: We understand that there are lot of tax products out there. Try ours risk-free. Refunds available within 14 days for first-time purchasers who haven’t completed more than 50% of the course or accessed all resources.

WHAT YOU’LL WALK AWAY WITH

By the end of this course, you’ll be able to say:

  • “I’m no longer intimidated. I know how this game is played and I'm ready to play.”

  • “I know which strategies I can easily use today and which strategies don’t work for me yet.”

  •  “I am now proactive and meet with my CPA multiple times per year starting in Q1.”

  • “I understand why my tax bill is what it is and now I have a strategy to reduce it.”

These shifts alone can save you thousands of dollars in Year 1.

Stephanie Dorsey

ABOUT YOUR INSTRUCTOR

I’m Stephanie Dorsey, cofounder of Margins Capital, investor, fund manager, former attorney, business operator, and the voice behind the What the Wealthy Do podcast.

I’ve spent my career studying how money moves at every level. Now I'm translating that knowledge so the people in my community can apply it while they are on their journey from mass affluent to ultra high net worth.

This playbook exists because too many high-earners are doing everything “right” and are still leaving money on the table. Information is gate kept until you reach a certain level. I've learned in my 20+ year career that in order to get to the next level of wealth, we have to do what the wealthy do today.

IMPORTANT DISCLAIMER

This material is for educational purposes only. It does not provide tax, legal, or financial advice.

Every situation is unique, so you should consult your CPA or tax professional before implementing any strategy.

© 2026 What the Wealthy Do, LLC - All rights reserved.