What You'll Master

Understand the critical differences between taxable gains and how each is taxed differently.

Learn proven strategies to legally minimize your tax liability and maximize after-tax returns on your investment portfolio.

Discover how to structure your investments strategically to take advantage of tax-efficient opportunities that work with your financial goals.

Bring any questions about any topic. Learn from a group of like-minded individuals. More minds equal more ideas. Others have questions you may not have thought about.

Meet Your Expert Instructors

Scott Ellsworth

CPA | Ellsworth & Associates, Inc.

Scott graduated from Heidelberg University with a bachelor's degree in accounting and computer science. He began his career with the CPA firm of Ernst and Young. Scott has been a CPA for 36+ years. He has also served as COO and CFO of numerous companies during his career. In addition to being a CPA, Scott has been an active real estate investor for 36+ years. He enjoys assisting real estate and business clients in tax and business strategies to lower taxes and increase wealth.