A Free, 5-Day Playbook For Execs and CEOs:

5 Costly Tax Traps Causing Surprise Bills, Penalties, and The IRS Biting Off a Bigger Piece Than It Should!

(And How To Fix Them)

An email course by Dan Pascone

My name is Dan Pascone, and since 2006, I’ve helped hundreds of high earners save more in taxes. Subscribe and learn how to:

  • Grow your savings, helping you fund college tuition, a new car, or your dream house

  • Use smart, legal tactics to stash away more cash than your peers ever could

  • Better position every dollar for maximum savings today and in the future

Ready to maximize your tax deductions and credits?

Here's a sneak peek of everything you're going to learn inside this email course:

Day #1. The Price You Pay For Skipping Forward PlanningDay #2. Failing to Maximize Available DeductionsDay #3. Top Stock and RSU Mistakes Draining Your WealthDay #4. The Hidden Costs of Ignoring Capital Gains TaxesDay #5. Risk of Skipping Year-Round Tax Planning

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Security and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

Thank you. The 1st lesson of the Tax Traps course is on its way to your inbox.

Claim your free Tax Health Check call to make sure you're not overpaying in taxes!

High earners often have complex financial situations. On the call, we'll tackle 3 key problems to reduce your tax burden:

  • Problem #1: We’ll navigate tricky tax rules that cause overpayment- without triggering an audit.

  • Problem #2: We’ll ensure you’re not missing out on any available deductions or credits.

  • Problem #3: We'll help you build a tax-smart retirement plan, bringing you closer to early retirement.

18 years of tax expertise, delivered in one call

⭐⭐⭐⭐⭐

“Dan is absolutely phenomenal to work with! His knowledge and experience give me confidence and comfort when dealing with my finances."

“Working with Dan has been a pleasure. He's knowledgeable and provides sound financial advice. I am glad I chose to trust them with my money.”

“Dan Pascone and team provide well-informed, up-to-date financial information and guidance."

Together, we’ll cover:

  • A quick overview of your financial situation

  • Pinpointing any red flags in your current tax strategy

  • Immediate opportunities to reduce your tax liability

  • Clear next steps to save more money this tax season

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Security and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

Claim your free Tax Health Check call to make sure you're not overpaying in taxes!

High earners often have complex financial situations. On the call, we'll tackle 3 key problems to reduce your tax burden:

  • Problem #1: We’ll navigate tricky tax rules that cause overpayment- without triggering an audit.

  • Problem #2: We’ll ensure you’re not missing out on any available deductions or credits.

  • Problem #3: We'll help you build a tax-smart retirement plan, bringing you closer to early retirement.

18 years of tax expertise, delivered in one call

⭐⭐⭐⭐⭐

“Dan is absolutely phenomenal to work with! His knowledge and experience give me confidence and comfort when dealing with my finances."

“Working with Dan has been a pleasure. He's knowledgeable and provides sound financial advice. I am glad I chose to trust them with my money.”

“Dan Pascone and team provide well-informed, up-to-date financial information and guidance."

Together, we’ll cover:

  • A quick overview of your financial situation

  • Pinpointing any red flags in your current tax strategy

  • Immediate opportunities to reduce your tax liability

  • Clear next steps to save more money this tax season

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Security and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.