ATTN: Healthcare, Tech, and E-Commerce Business Owners Making 400K-15M+ Per Year
How High-Income Business Owners Are Legally Paying 0% in Taxes While Everyone Else Pays 40-60%
Even If You Already Have a CPA, Have Tried Tax Planning Before, or Think Your Situation Is "Too Complicated"
How Business Owners Making $250K–$1M Are Legally Cutting Their Tax Bill by 20–45%
Even If You Already Have a CPA, Have Tried Tax Planning Before, or Think Your Situation Is "Too Complicated"
What You'll Learn in the Masterclass
Secret 1: Tax Preparation and Tax Planning Are Two Different Services, and the Difference Compounds Every Year
Preparation reports what already happened. Planning looks forward and shapes what happens next. These are distinct engagements with different scopes, and many business owners are only ever engaged for one of them. Over time, that distinction can meaningfully affect the outcome. We’ll walk through how to tell which one you’re currently getting, and what a planning-level engagement actually includes.
Secret 2: The Five Phases Every Purpose-Driven Entrepreneur Moves Through, and Why Your Strategy Should Change at Each One
The right financial moves at $400K in profit look nothing like the right moves once you’re preparing for an exit. We’ll introduce the Phases of Wealth Optimization Framework: Foundation, Acceleration, Stabilization, Independence, and Legacy and show how it shapes which strategies matter most depending on where you are right now.
Secret 3: Why the Order You Implement Strategies Matters as Much as the Strategies Themselves
Some tax strategies come with tradeoffs: reduced liquidity, concentrated risk, cash flow strain that aren’t always obvious upfront. We’ll walk through a framework for sequencing decisions around tax, liquidity, risk, and cash flow, so the goal isn’t just a lower tax bill this year, but a stronger financial position as you move toward your goals — including exit.
MEET THE FOUNDER & CEO
Hey, I'm Dan Nicholson.
I started my career at the Governmental Accounting Standards Board, where I helped write national accounting standards. From there, I went to Deloitte and worked with Fortune 50 clients managing over $100 billion in investable assets.
And what I saw changed everything.
Large corporations and ultra-high-net-worth individuals were paying a fraction of what small business owners paid in taxes. Not through loopholes. Through proactive, sequenced planning, the accounting profession was never trained to deliver.
18+ years ago, I built Nth Degree CPAs to close that gap.
Ever since, I've been helping business owners earning $400K+ legally reduce their tax burden using the same strategies Fortune 500 companies use.
4x Named to CPA Practice Advisor's Top 40 Under 40 Global Accountants
Wall Street Journal and USA Today Bestselling Author of "Rigging the Game."
Built One of the First Fixed-Fee Tax Planning Firms for Small Business Owners in the U.S.
Helped a Client Reduce a $3M Tax Liability to $200K
Helped a Client Turn a $500K Tax Liability Into a $300K Refund Check
Helped a Client Exit for $50M and Then Win a $2M Tax Credit
What Other Happy Business Owners Have Said...
What Other Happy Business Owners Have Said...
Frequently Asked Questions
Why is this masterclass free?
Because I want to show you exactly how this works before you ever consider working with me. Most business owners have never been shown this information. Once you see it, you'll understand why you've been overpaying and what to do about it.
What if I fail to register before all the spots are taken?
We have limited capacity for the live training. If you're seeing this page, spots are still available. But once we hit capacity, registration closes. If you're serious about reducing your tax burden, register now to secure your seat.
Why should I join the masterclass if the information is available on the internet?
The internet is full of generic tax tips. What I'm sharing is a 25-year framework built from working at GASB, Deloitte, and with Fortune 50 clients. This isn't theory. It's the exact system I use with clients earning $400K to $15M+. You won't find this on Google.
How long is the training, and what time does it start?
The training is approximately 60-90 minutes and starts at 12 PM EST on Thursday. I recommend showing up live so you can ask questions in real time.
How do I join the masterclass?
After you register, you'll receive an email with a link to join the Zoom training. Check your inbox (and spam folder) for the confirmation email with all the details.
Will I get a recording of the masterclass?
The live training is the best experience because you can ask questions and get answers in real time. However, a replay may be available for a limited time after the event.
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