
Advanced Tax Strategies for High-Net-Worth Individuals
Innovative strategies for high earners looking to reduce tax and accelerate wealth. Built around the same engineering and documentation standard as every other CORE study.
- Specialty tax and engineering since 2006
- $2.5 billion+ in client savings
- Typical value: Varies by position

In their words
What clients say about working with CORE
Q&A
Questions, answered
The detail behind this service, one line each until you open it.
Who is this actually for?
Business owners and high-income W-2 earners, typically $500,000 a year and above, whose tax position is being filed but not actively planned.
Does CORE replace my CPA?
No. CORE works alongside your CPA. The strategies are built around the same engineering and documentation standard as every other CORE study, and your CPA stays in the loop.
Where does it start?
With a conversation, not a product. What applies depends on your income, your holdings and your goals.
What is the Tax Savvy Investor Community?
A one-year membership included with the Agency Partner tier. Access to vetted investment deals, the strategies discussed here, and wealth-building and retirement concepts.
Anything I should know before starting?
- What applies depends on your income level and your personal goals, so this starts with a conversation rather than a product.
- CORE works alongside your CPA rather than replacing them.

