Tax Free Tutors

Tax Free Tutors teach Tax Professionals (& their clients) how to retire earlier, happier and TAX FREE - without working longer.  At https://www.udemy.com/course/tax-free-degree/, in 16 video courses, each just 5 MINUTES long, you'll learn at least 12 new secrets that could add more than $1M to your retirement income.  Based on our founder's 40+ years as a CPA and 35+ years as a CFP. Get the most valuable advanced and practical education available today, at your own pace, in 5-minute bites.  Graduate in 90 minutes . . . 2 weeks . . . or 2 months!  If you don't learn something worth at least $100,000 to you, then you just weren't paying attention!  Watch a sample course under my LinkedIn 'Featured" section.

Founder, Tax Free Tutors

Palladium Wealth Management, LLC

Investment advice offered through Palladium Wealth Management, LLC, headquartered at 10621 Battalion Landing Ct., Burke, VA 22125. Securities offered through Purshe Kaplan Sterling Investments, Inc., headquartered at 80 State Street, Albany, NY 12207 Member FINRA/SIPC.  PKS Investments, Inc. and Palladium Wealth Management, LLC are unrelated separate entities.

Registered Investment Advisor

I teach tax professionals (& their clients) how to retire earlier, happier and tax free . . . without working more hours or charging higher fees.

Founder

Palladium Wealth Management

Securities offered through Purshe Kaplan Sterling Investments, Inc., headquartered at 80 State Street, Albany, NY 12207 Member FINRA/SIPC.  Investment advice offered through Palladium Wealth Management, LLC, a registered investment advisor. PKS Investments, Inc. and Palladium Wealth Management, LLC are unrelated separate entities.  For a list of states in which I am licensed and registered to do business, please visit www.PalladiumWealthManagement.com.

Purshe Kaplan Sterling Registered Representative, CPA, CFP, CLU & PFS 

Campbell Wealth Management

After a Hall of Fame career at AXA Advisors, I transitioned to one of the nation's largest independent broker/dealers, LPL Financial.

LPL Investment Advisor Representative, IRA Rollover Specialist, CFP®, CPA, CLU

AXA Advisors

Assisted other advisors with advanced case design and implementation, including personal financial plans, business succession plans, estate plans, retirement plans, executive benefits, business valuations, etc.

AXA Investment Advisor Representative, CPA, CFP®, CLU, Financial Planner, Estate Planner

James M. Bridges, Ltd, CPA

I spent nearly six years helping to grow a prominent CPA firm in Northern Virginia, providing small businesses and individuals with tax and accounting services and the federal government with compliance audit services.  I managed government audits for HUD, DOL, DOD and NCUA.  I also started and directed the firm's Personal Financial Planning Department.

Manager, CPA

I arrange AMICABLE DIVORCES from the IRS! You CAN retire earlier, happier and TAX FREE.

I am the Founder of Tax Free Tutors, an online platform that teaches tax professionals and their clients how to retire earlier, happier, and tax-free, without working longer. I have over 40 years of experience as a CPA, CFP, CLU, and PFS, and I have developed a unique and valuable curriculum based on my extensive knowledge and insights in tax planning and wealth management.

My mission is to help people divorce the IRS and protect their retirement income from the looming tax train wreck caused by inflation, interest rates, and national debt. I offer 16 video courses, each just 5 minutes long, that cover at least 12 secrets that could add more than $1 million to your retirement income. I also provide guidance and referrals to qualified tax-free tutors who can assist you with your specific needs and goals. Whether you are a tax preparer, a tax planner, or a tax payer, you will benefit from taking my online course and learning how to create a tax-free retirement plan.

From my LI post on April 24:
“My days in the trenches are over. This will be my LEGACY – 
To empower Tax Professionals to fill the EXISTING GAPS,
Where clients go to buy crappy products & follow bad advice.”

Please read that whole post before the rest of this post.

I know there are many TPs (Tax Professionals) who should & could 

Offer FUTURISTIC TAX PLANNING that covers the next DECADES,

Not just the next year or two. And I can help you get there.

Whether you’re learning to CRAWL, WALK, RUN or FLY, (earlier post),

I know what you need, what may scare you, and what your clients want.

I’ve experienced each stage of delivering tax, financial & estate planning.

I’m building a TRIBE of TPs like you who will all learn from each other.

And protect their clients from bad advice and crappy products.

Without selling any financial products! Without becoming a CFP.

[It also works if you do have your CFP or ANY other certifications.]

I’ve reduced the monthly membership dues to $50 to CRAWL,

$100 to WALK, $250 to RUN, and $500 to FLY. PLUS cancel anytime!

(See link to program details in comments.) But I’ve never done THIS before:

I’m offering TPs the next 3 months FREE. Then, continue only if you wish to.

May, June and July are “on the house”. Live sessions, recorded sessions,

Videos, case reviews, Q&A sessions, everything you need to decide if . . . 

You are meant to become a real Tax Planner, and 3x your income. ✅ ✅ ✅ 

My VISION is to help thousands of taxpayers save millions in lifetime taxes,

And avoid costly missteps through the ADVICE of their Tax Professionals.

I’ve done this myself and helped several Tax Pros do it as well. 

You have much to gain, and nothing to lose. The risk is all on me.

And I’m okay with that. Are you in? 💯 

PLEASE SHARE THIS OFFER WITH OTHERS and let me know - 

In the comments, via DM, or my personal email (in my profile)!

Let’s make next Tax Season different, starting May 1, 2024!

Dave Spence, CPA, CFP, CLU, PFS

Dona M. Shimer, CPA

I tripled my income in the first year I STOPPED doing tax returns.

Nowadays, you can keep tax clients and QUADRUPLE your fees.

Sure, there are hurdles to overcome, and I cleared each of them.

I want my legacy to be that I taught several dozen tax pros how to

3x to 4x their income, dramatically reduce their workloads,

Protect their clients from sleazy sales reps and costly mistakes,

And outsmart the IRS and our inept government in Washington.

Added BONUS #1: The work is actually more interesting and fun!

FUTURISTIC TAX & FINANCIAL PLANNING could be right for you.

I KNOW 1st hand it is right for many of your clients. To get there,

We must first learn to CRAWL, then to WALK. 

Then we learn to RUN, and if we so choose, we learn to FLY.

So, I’ve structured my offering to whatever stage you choose.

Like someone getting a Black Belt in Karate, it’s a journey.

Added BONUS #2: I promise to almost give it away.

Stand by, please, for more. I won’t disappoint!

Know what I HATE about Tax Prep? . . . . . . EVERYTHING.

First, it doesn’t PREPARE you for the future in any way, whatsoever.

It reconciles that you paid your fair share of our Annual U.S. Deficit

For LAST YEAR.

TAX PLANNING is 10 times more valuable for clients than Tax Prep!

And, I think, it’s more fun and interesting than “reconciliations.” 💯 

It’s also the biggest factor in Financial Planning and Estate Planning

But one does not need to be a CFP or J.D. to do Tax Planning

Planning for FUTURE Taxes is a gold mine just waiting for takers/miners!

I see 4 levels of FUTURISTIC Tax Planning, from Beginner to Advanced.

And it’s okay to either move through them or stick with just one level.

I nicknamed the levels, CRAWL, WALK, RUN and FLY. 💡 

And I charge a nominal monthly fee ($50 to $500), cancel anytime,

To coach tax pros at whatever level they choose.

I don’t sell any financial products; nor do the tax pros. "Whaaat?" ⁉ 

I never meet the clients, but I’ll review certain cases with TPs.

And those (and other) reviews are stored, and educate all members.

I offer videos that will bring clients to the table for Tax Planning.

TPs can voice over the videos to add credibility to their services.

I’ll work within your existing financial advisor relationships,

Or I’ll connect you with new advisors whom I have vetted.

My days in the trenches are over. This will be my LEGACY – 

To empower Tax Professionals to FILL THE EXISTING GAPS,

Where clients go to buy crappy products & follow bad advice.

If you’ve read this far, thank you! Please share it (Like & Repost).

And look for a Major Announcement from me tomorrow right here.

The FUTURISTIC TAX PLANNING Community Foundational Premise?

I’m asking every Tax Professional to join MY COMMUNITY right NOW!

By adding a new version of Tax Planning that is simple & effective,

And needed NOW more than ever before - by every one of your clients.

To get the best traction right from the start, I need a lot of Tax Pros,

So, I am offering the first three months for FREE, PLUS cancel anytime!

My goal is to makeover dozens of existing tax prep firms, and

2x to 4x your revenues, reduce your workloads (aka, FIRE WHINY CLIENTS!)

And protect your GOOD clients from bad financial advice and products.

Whether you are ready to learn to CRAWL, WALK, RUN, or FLY . . .

I will provide the training and tools that are just right for your stage.

Find your comfort zone and stay there . . . or advance at your own pace.

With your help, we’ll have EAs, CPAs, CFPs, JDs and more to add value.

I will NOT sell any financial products to you or your clients, nor will YOU.

I’m seeking membership fees from HAPPY TPs, who serve HAPPY clients,

By Month 4 (August) – IF you see the value! - then pay as little as $50/mo.

Here’s the 4-Part Foundational Premise for this Community:

1.       America’s National Debt is dangerously higher than ever before,

2.       Which will lead to higher future tax rates than we have today,

3.       Which can be avoided with proper planning over the next 6-10 yrs.

4.       Yet, for good reasons, advisors are NOT helping their clients - YET!
 
The first Tax Pros to run with this will be the most successful. And lead us all.

Other Tax Pros will follow, after a few more horrible tax seasons.

I’ve done this myself, and I’ve helped other TPs do it, too, at 6-figure levels.

Community success (& my mission) depends on the number of members!

Will you join my community? I promise the info alone will be worth it!

Session #1 is at 2:00 PM, Tuesday, May 7. 

See comments to (PLEASE!) register. 

Registered members will receive a meeting link via email. 

Let’s do this! Thanks!

NB: The date is May 7, not May 10 . . . . . . .

What tax rates may look like in the next 6 yo 10 years . . .

I was very happy to be a guest on Chayton Farlee's ACCOUNTING CONVERSATIONS podcast.

He's a real go-getter and a big "giver", with a bright future as an accounting influencer. Thanks for the opportunity, Chayton.

Here's the replay link:

podcasts.apple.com • 1 min read

‎Accounting Conversations: 13 Adding Tax Planning to Your Accounting Tool Belt with Dave Spence, CPA, CFP on Apple Podcasts

From 1040 to FUTURISTIC TAX PLANNING - Part 2 of 2 . . . 

This is the second of 2 short videos - made for underpaid Tax Pros!

Be sure you saw Part 1 of 2 first - here's the link to that one:
https://lnkd.in/eb6up6Bw

I use the term FUTURISTIC TAX PLANNING. Why? Here's part 1 of 2 to demonstrate how easy and valuable LONGER TERM PLANNING can be.

The time has come! Tax Planning made super easy! Enroll for FREE now!

From Session 1 of FUTURISTIC TAX PLANNING Community . . .

From Session 1 of my FUTURISTIC TAX PLANNING Community . . .

Most people will die after retiring, and most of their income continues (to someone). Does the amount the IRS takes change?

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