Attention ALL U.S.-Based Business Owners: Solopreneurs, Store Owners, Service Providers and More! 
PAY LESS IN TAX
GROW YOUR TAX-FREE WEALTH
Discover the insider secrets from 30+ wealth, tax and investment experts as they share how your business can pay less in tax (legally!), invest your earnings and grow / protect your personal wealth!
August 29 - 31, 2022 - Online Virtual Event
August 29 - 31, 2022
Online Virtual Event
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We Help You Pay Less - Legally

At Tax Strategists of America, our #1 goal is to help our clients preserve their wealth by finding ways they can pay less in tax using entirely legal means. 

During our inaugural online event, the "Tax Savings Summit" 2022, we are excited to share the expertise of 30+ wealth, tax and investment experts who share our vision of helping you keep more money in your pocket.

We Help You Pay Less - Legally
At Tax Strategists of America, our #1 goal is to help our clients preserve their wealth by finding ways they can pay less in tax using entirely legal means. 
During our inaugural online event, the "Tax Savings Summit" 2022, we are excited to share the expertise of 30+ wealth, tax and investment experts who share our vision of helping you keep more money in your pocket.
The Tax Savings Summit speakers have been featured in...
The Wall Street Journal
HuffPost
Forbes
The Washington Post
Forbes
OUR GUEST SPEAKERS
Listed in Alphabetical Order by Last Name
Dennis Bays
Chris Booth
Nicole Bordelon
Emily Britton-Arnold
Thomas Castelli
Dennis Bays
Chris Booth
Nicole Bordelon
Emily Britton-Arnold
Thomas Castelli
Alex Charfen
Daniel Finch
Nick Fortune
Brad Gibb
Alex Charfen
Daniel Finch
Nick Fortune
Brad Gibb
Sterling Griffin
Ashley Gunther
David Hutchinson
Portia Jackson
Ashley Gunther
David Hutchinson
Portia Jackson
AJ Lyons
Randy Lyons
Kyle Mallien
Justin Maxwell
Bryce McKinley
AJ Lyons
Randy Lyons
Kyle Mallien
Justin Maxwell
Bryce McKinley
Samuel Prentice
Frank Salas
Brian Sawtell
Aryeh Sheinbein
James Showalter
Samuel Prentice
Frank Salas
Brian Sawtell
Aryeh Sheinbein
James Showalter
David Sillaman
Kyle Stanley
Stacey St. John
Jeweliet Tangen
Carlotta Thompson
David Sillaman
Kyle Stanley
Stacey St. John
Jeweliet Tangen
Carlotta Thompson
Chantelle Turner
Paul Vassallo
Tom Wheelwright
Josh Wilson
Josh Zieglowsky
Chantelle Turner
Paul Vassallo
Tom Wheelwright
Josh Wilson
Josh Zieglowsky

Plus FREE WORKSHOP - 

LIVE Pathway to Zero: How to Legally Pay ZERO Income Tax!

Wednesday, Aug 31 - 3pm Eastern

Discover 3 Insider Secrets:

  • Why Congress and the IRS want you to pay less tax
  • How to make almost everything a LEGAL tax deduction
  • How to pay less tax and grow tax-free wealth like the rich!

Plus:

LIVE TAX SAVINGS WORKSHOP

- FREE!

Wednesday, Aug 31

3pm Eastern

  • Why Congress and the IRS want you to pay less tax
  • How to make almost everything a LEGAL tax deduction
  • How to pay less tax and grow tax-free wealth like the rich!
See All the Summit Sessions
All interviews each day will go live at 9am eastern standard time (New York City).
DAY 1
Aug 29th
Tax Credits Congress Made for You
  • What is Tax Strategy? 
    Carlotta Thompson
  • The Necessity of a Tax Strategy Plan
    Brad Gibb
  • Business Tax Strategy Fundamentals
    Samuel Prentice
  • Business Tax Strategy: Employee Preventative Health Program
    Dennis Bays
  • Business Tax Strategy: Reduce Employment Tax
    Frank Salas
  • Business Tax Strategy: Employee Retention Credit
    Josh Zieglowsky
  • Business Tax Strategy: Research and Development Credit
    Justin Maxwell
  • Real Estate Tax Strategy: Creating Opportunity Zones
    David Sillaman
  • Real Estate Tax Strategy: Opportunity Zone Resources
    Emily Britton-Arnold
  • Real Estate Tax Strategy: Solar Energy
    James Showalter
  • Real Estate Tax Strategy: Cost Segregation
    Randy Lyons & AJ Lyons
DAY 2
Aug 30th
Tools to Plan, Produce, Protect, Prosper
  • Today's Tax Tools - Tomorrow's Tax Savings
    Carlotta Thompson
  • Plan: Identifying Your Enneagram and How it Relates to Your Business Motivators
    Portia Jackson
  • Plan: What is Your Personal Wealth Plan?
    Brian Sawtell
  • Produce: Business Funding
    Ashley Gunther
  • Produce: Insider Banking Secrets
    Nicole Bordelon
  • Produce: Using Life Insurance to Be Your Own Bank
    Paul Vassallo & Chantelle Turner
  • Protect: Legal Protection
    Chris Booth
  • Protect: Protection Concentrated Trusts
    Daniel Finch
  • Protect: Tax Incentivized Trusts
    Nick Fortune
  • Prosper: Bank Leveraged Retirement Planning
    Jeff Hill
  • Prosper: Investing in Private Businesses
    Jeweliet Tangen
  • Prosper: Using Life Insurance to Build Your Wealth
    David 'D.K.' Hutchinson
  • Prosper: Tax Incentivized Syndications
    Aryeh Sheinbein
  • Prosper: Tax Incentivized Investments
    Dana Cornell
DAY 3
Aug 31st
Pathway to Zero Tax
  • Overview of Pathway to Zero
    Carlotta Thompson
  • Real Estate: Can You Qualify as a Real Estate Professional?
    Thomas Castelli
  • Real Estate: Using Wholesaling and Flipping as Your Business
    Bryce McKinley
  • Real Estate: Using the BRRRR Method to Reduce Tax Liability
    Josh Wilson
  • Real Estate: Commercial Deals
    Sterling Griffin
  • Real Estate: Using Short Term Rental to Reduce Tax Liability
    Kyle Stanley
  • Real Estate: How to Multiply Your Cashflow with a Successful Short-Term Rental
    Stacey St. John
  • Pathway to Zero: Where to Focus During a Recession
    Alex Charfen
  • Pathway to Zero: Tax Strategy Was Made For You
    Tom Wheelwright
  • Pathway to Zero: Business Acquisitions
    Kyle Mallien
  • Pathway to Zero: Always Come Back to Real Estate
    Brad Gibb

Your Summit Host

CARLOTTA THOMPSON

When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes. She decided then that she wanted to work for the IRS, so at 14 years old, she began studying tax law with the dream of working for the Internal Revenue Service (IRS).

Shortly after attaining her dream of working for the IRS, Carlotta realized that the IRS isn’t actually in place to help small businesses like she’d thought and it felt like she was working for the wrong side. As an auditor, she saw tons of tax returns with sometimes hundreds of thousands of dollars of missed deductions that were detrimental for the client. Carlotta had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Tax Strategists of America! 

The only firm in the nation to offer ongoing implementation of tax strategies, TSOA ensures their business-owning clients are utilizing the deductions and credits they legally qualify for.

Your Summit Host

CARLOTTA THOMPSON

When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes. She decided then that she wanted to work for the IRS, so at 14 years old, she began studying tax law with the dream of working for the Internal Revenue Service (IRS).

Shortly after attaining her dream of working for the IRS, Carlotta realized that the IRS isn’t actually in place to help small businesses like she’d thought and it felt like she was working for the wrong side. As an auditor, she saw tons of tax returns with sometimes hundreds of thousands of dollars of missed deductions that were detrimental for the client. Carlotta had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Tax Strategists of America! The only firm in the nation to offer ongoing implementation of tax strategies, TSOA ensures their business-owning clients are utilizing the deductions and credits they legally qualify for.

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