Contact Us

CONSUMER VIDEOS

ADVISOR VIDEOS

Client - What we do and How

What we Do for you! (2 Minutes)

Our Tax Strategy Process (5 Minutes)

Strategy Training (Consumer Version)

Advisor - Strategy Training

Premium Finance

COMMING SOON

Cash Balance

COMMING SOON

Executive Bonus

COMMING SOON

Advisor Scripts

Advisor Overview

First Meeting Conversation

Sales - Hook and Value

Before the Meeting

What is a good practice prior to your meeting? Using a Website and LinkedIn are great tools. Be sure to prep your client 2 min in advance.

Opening Dialog

How you start a conversation is VITAL to your success. If you do this part wrong, you may build sales reluctance and not recover.

HOOK and VALUE #1

Learn how to create a HOOK and VALUE method to get the client engaged and onto the process you want them to follow.

HOOK and VALUE #2

Learn how to create a HOOK and VALUE method to get the client engaged and onto the process you want them to follow.

Connect the Value

After you have the HOOK and VALUE established, it is VITAL to connect this back to the type of services you want to offer.

Asking Questions

Learn how to gather information through conversation, not interrogation. Watch how I gather the details we need without alarm.

CPA Conversation

Every business owner should have a CPA, but we do not want this to be an objection, so we need to address it first in an effective way.

CPA and Advisors

Here is a great method for WHY the client needs your Tax Team where everyone is connected and working as a team.

Schedule the Call

Learn how to schedule a call with the client in a way that is simple and very effective, so you eliminate a NO-SHOW on your next meeting.

RETIREMENT ANALYZER SOFTWARE

SAMPLE Meeting

Here is a video about how I use the Retirement Analyzer software with the client. This is a great way to build value.

ROTH Conversion

For the right client a ROTH conversion can save them thousands of dollars if not millions. Here is how you show this value.

COMMING SOON

Selling Annuities

Using the Volatility Buffer or Bond Alternative for selling Fixed Index Annujties is a simple way for the client to see the value.

COMMING SOON

LinkedIN Training

LinkedIN

How to set it up

COMMING SOON

LinkedIN

How to post FREE content

COMMING SOON

LinkedIN

How to post messages

COMMING SOON

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