"Thank you for putting the webinar together. The biggest takeaway is that this is not something anyone should take on by themselves. Training and a coaching service like the one you offer is absolutely necessary. Getting a group of like-minded people together for a mastermind group will also help propel you forward once you're established. The market is always changing, so being creative about how you adjust your approach will also be key. Thank you again, Preston."
Your 2026 tax bill is being decided right now. Not in April.
Join me live and I'll show you the 5 tax strategies high earners use to cut their tax bill by $30K+ and grow their wealth... while the year is still open.
Saturday, July 11th @ 7 PM ET
Live on Zoom. About 90 minutes. No credit card required.
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Does This Sound Familiar?
Earning more than ever... but keeping less than you should?
You've spent your career earning good money. And somehow the money side still runs itself: the withholding hasn't been touched since your first day on the job, the 401(k) gets its automatic percentage, the savings sit in an account that barely moves, and your entire tax strategy is one rushed CPA meeting in April.
You've read the articles. You've saved the videos. Maybe you even asked your CPA about a strategy once, and they said “sure, we could look at that,” and then filing season came, and it never got looked at.
None of that is a mistake. Your CPA files clean returns, and filing clean is exactly what you hired them for. But a clean filing of an undesigned year is just overpayment with good paperwork.
The Clock Is Already Running
You can't design a year that's already over.
Why this matters in July, not April
Every move that cuts a tax bill works while the year is still open. That includes the entity around your side income, the retirement structure, the accounts that never got opened, and the deductions that only exist if someone builds them. Some of those moves die on December 31st. Some die earlier. And the day you sign the return, the year closes for good.
That's why April feels so useless. By then your CPA is looking at money that already flowed and tax that already came out. They can't change any of it. They can only report it accurately.
The real tax season is right now, in the middle of summer, while nobody is thinking about taxes and there's still time to act. The most expensive year to lose is always this one, because it's the one with the most time left to compound.
What I'll Cover
The 5 tax strategies high earners use to design their year
In about 90 minutes, live, I'll walk you through the five strategies high earners in our network use to design their year instead of filing it. Specifically:
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Where $150K+ W-2 earners may overpay
The withholding, the accounts that never got opened, and the deductions that only exist if someone builds them in advance.
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The two versions of the same year
I'll walk through a real plan we built for a W-2 couple earning about $250K, where the designed version models $27,639 better in one year on the same income.
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Which moves die on December 31st
And what you'd have to decide before then to make 2026 a designed year instead of a filed one.
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How the strategies work on published rules
Clean documentation, no gray areas, and nothing your CPA would flinch at.
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How to turn separate moves into one designed year
So you leave knowing where your own year may be overpaying and what needs attention before it closes.
You won't get a list of hacks. If you're looking for a trick that makes taxes disappear, this workshop will disappoint you. It's a system for households that earn well and want the year built on purpose.
Live on Zoom. No credit card required.
Meet Preston Seo
If we haven't met, my name's Preston.
8-Figure Investor, Legacy Investing Show
I grew up in a first-generation immigrant family. My parents worked constantly and saved what they could, but nobody ever sat us down and explained how money really works in this country.
I got good grades and found a good job, just like you're supposed to. Then I landed in corporate sales and hated almost every day of it. The paychecks grew, the tax bill grew faster, and the life I wanted kept getting pushed back another year.
So I studied the tax code and the investors who use it well. Over time, I built a $15M+ real estate portfolio from scratch. By 28, my wife and I had both quit our jobs. One year, I made $500K and got a $46 federal refund. That was my result. Yours will depend on your own tax situation.
Since then I've reviewed over a thousand tax returns from high earners, and the pattern never changes: nobody loses their money in April. They lose it all year long, in the structure that never got built.
Today we have two little boys, and everything I teach comes back to them. Each year, I make the tax plan before my CPA files the return. This workshop is the plain-English version of what I wish someone had handed my parents 30 years ago.
Preston Seo
The Legacy Investing Show
Join Me On The Free Workshop
What people say after the live workshop
"Thank you for the amazing webinar today! Very informative. I took plenty of notes and thought you explained everything you could in the short timeframe very well. Knowledge is power, and you shared a lot of that power tonight. Looking forward to working with you and your team in the future. Thanks again, and keep up the phenomenal job."
"Loved the live training! It had so much value, and I joined the program. Preston was so excited and was talking so fast, but I could hear the passion in his voice. Can't wait to become another success story of his. Thank you, Preston!"
"Preston, you're the man. Your live workshop was spot on! Very detailed and well organized. I can tell you are a great mentor."
"I appreciate your live workshop. It was really helpful, and hopefully I will achieve my goals and become financially free."
"Just got done with the free live workshop, and man oh man did I learn a lot. I'm looking forward to getting my business up and running!"
Questions Before You Join?
Four things worth knowing
I already have a CPA.
Keep them. This isn't about replacing your CPA, and nothing here says they're doing a bad job. Filing is what you hired them for. Designing the year is a different job that mostly happens months before they ever see your paperwork, and it's the job the workshop teaches.
I'm a W-2 employee. Don't you need a business for this stuff?
Most of the people in our network are W-2 households. You don't need to own a business today. Part of the workshop is which structures are worth setting up, when they make sense, and which strategies work on straight W-2 income.
Is this aggressive? I don't want problems.
No. Every strategy comes from published IRS rules, and the standard is boring: right rules, right documentation, built before the year closes. If a move only works in a gray area, it doesn't make the list.
What's the catch? Why free?
Nothing to buy, no card, no surprise halfway through. I teach this free because nobody ever sat my parents down and explained how money works in this country, and they paid for that their whole lives. If you show up, take notes, and run the strategies on your own year, the workshop did its job... whether we ever end up working together down the road or not.
Save Your Seat
2026 still has 174 days left to design. What you do with them is the return you'll sign next April.
Join me live and you'll know where your year may be overpaying and what to do while the year is still open.
Saturday, July 11th @ 7 PM ET