Revenue Share Less with the IRS

Want to pay less in taxes? Ready to maximize your deductions and get a bigger return? Then you need to start tax planning!

Don’t worry; you don’t need an accounting degree to make smart tax decisions. A little planning, and the right financial advisor, can go a long way when it comes to paying the lowest taxes possible.

We can help, which is why we're hosting Revenue Share Less with the IRS on Wednesday, March 27th at 2:00 pm CDT. Join me to learn tax planning strategies to secure your financial future. If your goal is to grow your wealth, you need to start planning and stop wasting money on overpaying your taxes!

Meet Your Hosts

A seminar on tax-free retirement revealed Dale Montgomery's true passion in financial advising, prompting him to pursue mentorship and partnerships with the financial sector's elite. Throughout his career, Dale's dedication to tax reduction, asset protection, and wealth creation has consistently illuminated his path, showcasing a seamless blend of real estate acumen and financial expertise to guide others toward financial prosperity.

Jake Mellor, the visionary CEO and Founder of Strategic Wealth Solutions, Strategic Tax Solutions, and Strategic Insurance Solutions, epitomizes leadership in the financial sector. Armed with an MBA and a Master of Accounting, he excels in delivering holistic, growth-centric strategies for client enterprises. Jake is a pioneer, championing tax-advantaged wealth-building and offering elite-level financial advice to a broad audience, including successful business owners and CPA firm owners across the nation.

Todd Zabel, CPA, CITP, stands as the distinguished CEO and founder of Zabel & Co., LLC, an illustrious firm specializing in accounting, advisory, and technology solutions. Since its inception in 2004, Zabel has spearheaded the company with a visionary goal: to empower business owners in transcending the ordinary, maximizing both their business potential and life quality.

Mike Munson, serving as both the Profitability & Growth Advisor and Accounting & Tax Manager at Zabel & Co., LLC, is unwavering in his dedication to propelling clients toward their zenith of success. With a passionate belief that every business owner deserves access to the necessary tools and support to realize their vision, Munson is at the forefront of driving transformation.

Your Hosts

of Revenue Share Less with the IRS

Tax planning isn’t just for those in the highest tax brackets. No matter what your take-home income equates to, tax planning can go a long way in ensuring your hard-earned money stays in your pocket.

I have tons of strategies to share with you during Revenue Share Less with the IRS! From contributing to your retirement fund to tweaking your withholdings, there are countless ways to keep more of your pay.

Together, we’ll examine common deductions and explore different tax breaks you should be taking advantage of. This is one money-saving event you don’t want to miss!

We Look Forward to Sharing This Experience With You on Wednesday, March 27th at 2:00 pm CDT!