PRESENTS
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:
Feeling like your income and bonuses are going in the right direction, but your take home isn't.
Suspecting you’re leaving money on the table but you're unsure what to ask or where to start.
Having a reactive CPA who doesn’t proactively strategize to help you achieve your financial goals.
We already know that you are smart, successful, and busy. But now it's time to take control of your wealth, which includes keeping more of what you earn by reducing your tax liability.
What You'll Learn
Inside this on-demand playbook, I break down the exact strategies wealthy people use to legally pay less taxes and build wealth.
How the wealthy reduce taxable income well before the IRS ever shows up
Why “making too much money” is never the end of the conversation
How ownership, strategy, and timing can save you money
The language wealthy people use with their CPAs and advisors
What's Included
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
CPA Implementation Checklist
Deductible Expense Log
Side Hustle Checklist
Side Hustle P & L Template
IRS Audit Red Flags & Risk Mitigation
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 because no one helped them strategically plan
Find out too late about strategies they could have used to save $$$
If This Helps You:
Reduce your tax bill even once
Ask the right question that saves you money for years
Avoid a single costly mistake
Wealthy people invest millions to understand the rules.
This course exists so you don’t have to keep paying thousands of dollars for not knowing.
WHY THIS IS DIFFERENT
This is not a generic tax course. This course is:
Rooted in long term wealth strategies that private wealth managers that work with 9 figure clients use
Focused on helping you THINK like the wealthy do while you're in the building phase
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: Try it 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 understand why my tax bill is what it is and now I have a strategy to reduce it.”
“I know which strategies apply to me now and which don’t.”
“I am now proactive and meet with my CPA multiple times per year starting in Q1.”
“I’m no longer guessing. I’m planning.”
These shifts alone can save you thousands of dollars in Year 1.
ABOUT YOUR INSTRUCTOR
I’m Stephanie Dorsey, cofounder of Margins Capital, investor, former attorney, business operator, and the voice behind the What the Wealthy Do podcast.
I’ve spent my career studying how money moves at all levels. 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-earning women 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.
IMPORTANT DISCLAIMER
This material is for educational purposes only. It does not provide tax, legal, or financial advice.
You should always consult your CPA or tax professional before implementing any strategy.
This course exists so you can collaborate with your CPA to accomplish your goals.