"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."
Free live workshop on ZoomThursday, October 8th, 7 PM EST
The 5 Tax Strategies That Could Cut Your Tax Bill By $30K+ & Add $50K To Your Investment Portfolio
A simple plan to lower your taxes before December 31st and invest what you save.
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Audience & Press
6.5M+ people follow Preston across social media.
What I'll Cover
5 things high earners are rarely told about their money
In about 90 minutes, I'll reveal where your money may be disappearing, why the traditional financial playbook can leave you stuck, and the five-part system for changing it.
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How Preston earned nearly $500K—and received a $46 federal refund
The five legal tax strategies behind that result, including one that may allow qualifying W-2 earners to use real estate deductions against active income.
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The six-figure blind spot hiding inside a “responsible” financial plan
Why filing your taxes correctly doesn’t necessarily mean filing them optimally—and the overlooked leaks your CPA or financial advisor may never mention.
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Why your 401(k) could be creating a much bigger tax problem for later
What may happen when decades of hidden fees collide with retirement taxes—and how high earners can begin shifting money toward tax-free growth.
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Where the wealthy put money after they’ve followed all the usual advice
The investing framework that combines a protected financial foundation with cash-flowing assets and carefully selected opportunities for outsized growth.
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The mistake that can leave everything you’ve built exposed
Why earning and investing are only part of the equation—and the legal structures that can help protect your assets from lawsuits, probate, and unnecessary taxes.
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. Nobody ever explained how money really works in this country. I got good grades, landed in corporate sales, and hated almost every day of it. The paychecks grew, and the tax bill grew faster.
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. The biggest gaps usually came from decisions that were never made during the year, not math errors on the return.
Today we have two little boys. 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 for the workshop
Does This Sound Familiar?
Earning more than ever, but keeping less than you should?
Your CPA may be doing exactly what you hired them to do: filing an accurate return. But an accurate return can still document an overpayment if no one planned during the year.
Some tax moves must be completed by December 31st. Others have earlier deadlines. By April, most of your CPA's job is to report what already happened. Starting in July gives you time to set things up before those deadlines.
What past attendees told Preston
"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!"
Live on Zoom
2026 still has 174 days left. Some tax moves need to happen before December 31st.
I'll show you where money may be leaking, which tax moves need action before year-end, and how the five parts work together.
Thursday, October 8th, 7 PM EST