Real-World Tax Mastery
On-Demand Course with Matt Rzepka, CPA, CFP
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About the Course
Learn
  • How to look at and interpret the personal income tax return for opportunities
  • How to look at and interpret the Corporate income tax return for opportunities
  • How to look at and interpret the Partnership/S-Corp income tax returns for opportunities
  • Split dollar, double bonus, and SERPs – real-world know how about the tax implications of these various strategies
  • Retirement income engineered for ultimate tax efficiency
  • Deductible interest expense – the do’s and don’t
  • Taxes and opportunity cost
Demonstrate
  • How to have various conversations around taxes in the PEM
  • How to talk about taxable accounts using various COW tools
  • Spending Game Walk through of various topics being taught
  • Private Reserve module and how to discuss taxes
  • Finance 101 module and how to discuss taxes
  • BTID – my walk through and presentation of this module
Resources
  • Six, 75-minute, recorded sessions
  • Shared documents & client files
  • Sample Spending Game files
  • Ability to email coach(es) course-related questions
About the Course
Learn
  • How to look at and interpret the personal income tax return for opportunities
  • How to look at and interpret the Corporate income tax return for opportunities
  • How to look at and interpret the Partnership/S-Corp income tax returns for opportunities
  • Split dollar, double bonus, and SERPs – real-world know how about the tax implications of these various strategies
  • Retirement income engineered for ultimate tax efficiency
  • Deductible interest expense – the do’s and don’t
  • Taxes and opportunity cost
Demonstrate
  • How to have various conversations around taxes in the PEM
  • How to talk about taxable accounts using various COW tools
  • Spending Game Walk through of various topics being taught
  • Private Reserve module and how to discuss taxes
  • Finance 101 module and how to discuss taxes
  • BTID – my walk through and presentation of this module
Resources
  • Six, 75-minute, recorded sessions
  • Shared documents & client files
  • Sample Spending Game files
  • Ability to email coach(es) course-related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Testimonial from past course attendees

Best course I've every taken with MoneyTrax. Glad to be part of COW!  

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Bob P. - Irvine, CA

Matt is always excellent and breaks everything down very well and simply. This is great!

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Karen P. - Atlanta, GA

$500
On-Demand
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Join Now
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