WELCOME TO ADVISOR TRAINING
This Advisor page has many resources for you, including:
Tax Mitigation Advisors who will help you close more business
Advisor Scripting and Training Videos (Learn the process)
Education on Product and Strategies (Learn the Strategies)
Training Opportunities and Resources (Basecamp)
BOOKMARK THIS PAGE
TAX MITIGATION ADVISOR TEAM
When scheduling with an advanced advisor below, be sure your client is QUALIFIED and commits to meeting so you do not waste the time of the person helping you close business. When booking, be sure to add your name on to the line next to the client and add your email as GUEST EMAIL.
Advisor Coach
Corbin Lindsey
425-280-9169
Birdseye Financial
Insurance Training
Birdseye Financial can help you learn how to sell Annuities, build Retirement plans, and run seminars. This company is in Texas and owned by Corbin Lindsey.
* Birdseye Financial (Main Page)
* Agent Resources (Bookmark page)
Corbin Linsey
425-280-9169
Email - [email protected]
Advisor Coach
John Dass
513-257-8447
Sales Training
Resources
Training makes us better...
* Monday at Noon CST (Terry Register)
* Thursday at 12:30 CST (Terry Register)
* BaseCamp (Training Portal by CapSur)
* Jeremy Minor @ 7th Level (independent Training)
Advisor / Business Coach
Terry Register
919-488-5840
CapSur / FMO
Terry Register
919-488-5840
Terry Register
919-349-9319
919-488-5840
- Calendar
CAPSUR is an FMO based in North Carolina by Terry Register. Terry is a master of business tax mitigation and how to work with high-net-worth clients.
* BaseCamp (Training Portal)
* SureLC (Insurance Appointments)
* Smart 360 (Videos)
Amy Brown
OPTIONAL TRAINING
- Dial In Calls 719-387-5556
then enter 4883686#
Terry is a master of marketing and has a passion to build the kingdom of God with advisors who want to work as a team.
He has so many marketing tools and sales systems, sales strategies and product knowledge you will be blessed.
Tax Attorney
Elizabeth Brown
865-239-9014
Bus Tax Mitigation
Elizabeth Brown
Elizabeth Brown, Managing Attorney
877-282-4282 (Main)
865-239-9014 (Direct)
865-564-9442 (Fax)
Pricing Sheet (for clients)
PITCH TAX MITIGATION CONCEPT
- Gather Tax Documents
# Client Questionnaire
# Most recent tax return
# Profit and Loss
#Personal Financial Statement
# Retirement Analysis (if available)
- Upload to the Dropbox (shared folder with Elizabeth Brown)
- Email notes of the call to Elizabeth Brown for review
- Elizabeth Brown will create highlevel overview of what is possible for the business owner)
PRESENT TO BUSINESS OWNER
Go over the tax mitigation high-level strategies and get the client to agree to engage in services.
Elizabeth will send:
- Engagement Letter to business owner email
- Payment Portal link for services
NEXT STEP - BOOK with ELIZABETH
WHAT WE DO FOR CLIENTS
What We do
We show business owners how to mitigate taxes so that they can keep more of what they are paying the IRS with proven tax strategies.
The Business Owner
If we could show you how to keep 40-60% or more of your taxes so that you could in the future use these for tax-free retirement income, how valuable woud that be for you?
Our Company Mission
In the pursuit of serving excellence, we help the business community, provide for our families, help advisors grow, and as a result, we rescue kids out of sex trafficking.
BUSINESS OWNER GOALS
PROTECT THE NEST EGG
Insulate your business and personal assets from accidents, death, disability, partnership breakdowns, and other frictions that arise.
Incorporation Setup (Sole Proprieter converted to LLC+)
Life Insurance (Keyman, Funding Buy-Sell Agreements, Family)
Disability Insurance
Long-Term Care Insurance
EXIT PLANNING (Selling the business)
Implement an exit strategy to mitigate the 20% capital gains tax by often using restructuring techniques required by the IRS.
Buy-Sell Agreement (Business Partner)
Succession Planning (Family - Children)
Continuation (ESOP - Employee Stock Option Plan)
Exit Planning (Marketplace / Private Equity)
BE TAX NEUTRAL
We implement tax reduction strategies that often lower taxes 40-60% and as much as 80-100% for larger companies with higher tax burdens.
Tax Deductable
Tax Deferral
Tax Credits
Tax Free
TAX-FREE RETIREMENT / WEALTH TRANSFER
With the money we save clients in taxes, we show them how to create a tax-free retirement income stream that lasts a lifetime.
Tax Free Income (IUL insured on Self or kids
Income Leveraging (Premium Finance)
Wealth Transfer (IUL insured on kids)
Do our goals align with your goals?
We strive to offer you the tax planning you deserve!
Business Tax Mitigation (Corporate Offices)
(817) 717-1487
DISCLAIMER
All details found on our website, contained in our emails, and any text messages are for educational purposes only. For legal or tax advice, please consult an attorney or tax professional.
Are you a Registered CPA? Learn More
Are you an Advisor looking to partner with us? Learn More
We Support the rescue of kids out of sex trafficking Learn More
© Business Tax Mitigation 2026