Redirect your tax savings into wealth-building assets
The Tax Savvy Investor Membership is a private community designed for investors, entrepreneurs, business owners, and high-income individuals who want to take their wealth-building strategy to the next level.
For years, the most sophisticated investors and wealthiest individuals have used advanced tax and wealth strategies to keep more of what they earn, reinvest more capital, and accelerate the growth of their wealth.
Now, that knowledge is being brought directly to our members.
Built for
- Investors
- Entrepreneurs
- Business owners
- High-income individuals
Turn the tax code into a wealth-building tool
Most people view taxes as an expense they simply have to pay.
Tax Savvy Investors see the tax code differently.
Inside the Tax Savvy Investor Membership, you’ll discover strategies designed to help you understand how the tax code can potentially become one of your most powerful wealth-building tools.
You’ll learn how sophisticated investors use tax planning, real estate strategies, business structures, depreciation, credits, deductions, and other advanced strategies to potentially reduce tax exposure and redirect more capital toward investments and wealth creation.
- Tax planning
- Real estate strategies
- Business structures
- Depreciation
- Credits
- Deductions
What you’ll discover
As a Tax Savvy Investor member, you’ll gain access to education and insights covering topics such as:
Advanced tax strategies like STRs, equipment, oil and gas, tiny homes, charitable programs, solar and many more
Invite-only investment opportunities
Business entity and structural strategies
Strategies on investing in real estate
Learn about other innovative wealth-building strategies the super wealthy are using
Interviews, training, and insights from experienced tax and wealth professionals
Knowledge that can change the way you invest
The difference between an average investor and a Tax Savvy Investor isn’t simply how much money they make.
It’s understanding how to strategically use the rules of the tax code to influence where their money goes and how efficiently their wealth can compound.
When you understand the strategies available to you, taxes can become more than an expense.
They can become part of your wealth-building strategy.
Join the Tax Savvy Investor community
This isn’t just another tax course.
It’s a growing community of investors and entrepreneurs who are committed to becoming more knowledgeable, more strategic, and more intentional about building wealth.
Our mission is simple:
Give everyday investors access to the knowledge, strategies, and education that have traditionally been understood by the most sophisticated investors and wealth creators.
If you’re serious about accelerating your wealth-building journey, increasing your tax intelligence, and learning how to make the tax code work for you instead of against you, welcome to the Tax Savvy Investor.
CORE Advisors is a specialty tax and engineering firm. We are not financial advisors, not legal advisors and not attorneys. The information on this site is provided for general educational purposes only and is not tax, legal, accounting or investment advice. It does not take account of your circumstances. Speak to your own CPA, attorney or adviser before acting on anything here.
Q&A
Questions, answered
The questions we hear most about the membership, one line each until you open it.
Do I have to join the referral program to become a Tax Savvy Investor?
No. The membership comes with the Agency Partner membership, and the price is the same $2,500 either way. Refer clients if and when you want to. Most of our members find real value in the referral program, but you never have to.
So what am I actually joining?
One membership with two doors: the Tax Savvy Investor community, and the CORE Agency Partner program with its referral engine, training and overrides. Use both, or just the one you came for.
How do I get in?
Apply as an Agency Partner. Once you are approved, your first year in the Tax Savvy Investor community is included.
Tax strategies. Wealth strategies. Lifestyle freedom.
Stop thinking about taxes as simply a bill.
Start thinking about them as a strategic part of your wealth-building plan.
Become a Tax Savvy Investor.
One application. The Agency Partner membership includes your first year in the Tax Savvy Investor community.
