May 7 - 8, 2025
10am - 3pm CST
Are you ready to STOP PAYING UNNECESSARY TAXES?
All-Star CPAs and Experts
Reveal Their Secrets to Save on Taxes, Build Wealth Faster and
Create Financial Freedom so You Can Live Life and Retire on Your Terms!
There are 74,608 pages In the tax code and only
around 50 of them talk about paying taxes.
The rest are how to AVOID them! The tax code is
literally a ROAD MAP to building Wealth!
The ULTRA-wealthy aren’t handing 25%-50% of their hard-earned money over to the government. They keep It, invest it, and COMPOUND It! We are all playing the same money game, just not by the same set of rules.
Let’s level the playing field!
For those who don’t know me...
My name is Courtney Moeller and helping professionals offset W2 income and capital gains is my superpower. I am second generation oil and gas and love strategizing around wealth, income and investments. This has been such an incredible journey and I want to share the things I've learned along the way with you!
What Is the Advanced Tax Strategy Summit All About?
Planning Your Financial Roadmap
The Hidden Power of DAFs and Charitable LLCs
Building Business Credit
Blindsided! You thought your assets were protected and you never saw it coming!
Finding Money to Invest With - SDIRAs
Tax strategies for high-income earners
Win the money game! Build wealth and keep it for generations - tax-free the way the 1% have been doing it for decades
Tax Strategies for Large Capital Events
Income Stacking
All FREE when You Attend Advanced Tax Strategy Summit!
How Can YOU Get Access to These
Industry Leading Secrets?
Rockstar Leading
Speakers Including...
Toby Mathis - Anderson Advisors
-Tax Strategies for Large Capital Events
Toby Mathis is an attorney, speaker, author, investor and a managing partner and president of Anderson Business Advisors. Under his leadership, the company has been on the Inc List 4 times, been awarded Business of the Year, is an Intuit Firm of the Future, and has been voted a local and national Best Places to Work. He has published several books and hundreds of articles about the best business practices. Today, Toby Mathis is helping entrepreneurs around the world create lives free from the burden of financial imprisonment through wealth creation.
Jen Conkey - Warriors of Wealth
-Your 90 Day Wealth Building Blueprint
Jen, a life and business strategist, breaks down mental barriers and reconditions mindsets for unparalleled success. She's been instrumental in helping people achieve peak performance and shatter their objectives. She does this by identifying their limiting beliefs that have a chokehold on their ability to smash through their self-imposed glass ceilings. Once she helps them identify their chokehold, she unleashes them into their NEW identity as an unstoppable force that crushes all goals, free of all limitations...until they become UNSHACKLED! She has helped hundreds of clients shift from feeling afraid, doubtful, and unworthy, to confident, capable, and consistently achieving their most desired outcomes.
Courtney Moeller
-Tax Benefits of Oil and Gas
Courtney is an Amazon #1 best-selling author, US Navy Veteran, international speaker, entrepreneur and blockchain expert. Her ventures include investments in oil and gas, real estate, Bitcoin mining and blockchain technologies. She helps professionals with retirement concerns and tax problems not only retain more of their hard-earned money but also create new income streams through alternative investment options so they can feel confident in their wealth plan.
Harry Barth - Barth Calderon Attorneys
-Asset Protection
Harry Barth is the Founder and Senior Managing Partner for Barth Calderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations across the country.
Cheri Tree -
Codebreaker Technologies
-Influence, Income, Impact
Cheri Tree is a best-selling author, professional keynote speaker, and world-renowned entrepreneur and innovator. She is the Founder and CEO of Codebreaker Technologies, with Codebreakers in more than 100 countries worldwide. She is the creator of the revolutionary B.A.N.K. methodology and Codebreaker’s patented Personality Coding Technology and Artificial Intelligence, designed to help her clients increase their influence, income, and impact in the world.
Jeff Shada - Laughlin Associates
-Building Business Credit
Jeff knows the good, bad, and ugly of running your own business and being in charge of everything. Jeff believes that success oftentimes comes only with tons of demanding work and usually great personal financial risk. Jeff is an entrepreneur who served as a VP to C-Levels in all types of businesses. His experience has ranged from startups of small and medium sized firms to Multi-Billion Dollar Fortune 200 organizations. He has typically served in multiple positions at those capacities simultaneously.
Amanda Holbrook -
Specialized Trust Company
-Your Money, Your Future, Your Way
Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for over 15 years and running. Her well-rounded experiences make her a triple-threat working for you at Specialized Trust Company. Empowering clients to scale businesses and create their own financial freedom by providing knowledge, opportunity, and support of the Self-Directed tools at Specialized Trust.
Tim Yurek
-Business Planning: Exit & Succession
Tim Yurek is the founder and CEO of Tier 1 Capital, a leading national financial consulting firm. Over his 35+ year career, he has worked with thousands of families across the country helping them achieve their financial goals, including sending their children to college, purchasing a new home or property, planning for business succession, and successfully navigating their way through all stages of their financial journey.
TJ Acerra - Avail Wealth Group
-Previous and Current Year Tax Strategies
Thomas H. Acerra Jr., better known as “TJ,” is the President & Founder at Avail Wealth Group. He specializes in working with business owners, executives, and affluent families on holistic planning, disciplined investment strategies, and personal service. He loves helping clients make informed and meaningful decisions based on their unique aspirations, priorities, and goals. He describes the financial strategies he builds as ones that “encourage clients to think about where they’ve come from, where they’re going, and what they want to leave behind."
Mike Kelly
Empirical Wealth Management
-Tax and Wealth Strategies
As the President and Chief Wealth Strategist, Michael is responsible for overseeing the execution of the firm's long-term vision and strategy. He leads the investment committee and oversees the creation and design of Empirical's investment strategies. Michael works directly with institutions and individual clients to design custom solutions to achieve their financial goals.
Pei Chen - Panda Group
-Passive Income Stacking
Pei Chen is a self-taught investor and recovering serial entrepreneur who embraces the spirit of “kaizen” when it comes to all things financial. She achieved financial self-sufficiency by effectively combining strategies like Infinite Banking, velocity banking and passive cashflow stacking. This allowed her to leave her public school teaching career to manage and grow her family’s investment portfolio full-time. Today she is the Managing Partner of Panda Group LLC, a private money lending company, a co-host on the Finding Financial Fitness podcast, and an advocate of the Infinite Banking Concept alongside her husband, Mike Kwong, who is the author of “DIBS on Your Money” and Associate IBC coach with Life Success & Legacy.
James Bohan
Stonehan Accountancy
-Tax Strategies
Jeff knows the good, bad, and ugly of running your own business and being in charge of everything. Jeff believes that success oftentimes comes only with tons of demanding work and usually great personal financial risk. Jeff is an entrepreneur who served as a VP to C-Levels in all types of businesses. His experience has ranged from startups of small and medium sized firms to Multi-Billion Dollar Fortune 200 organizations. He has typically served in multiple positions at those capacities simultaneously.
WOW! What a Powerful Lineup!
-with more to be announced-
Toby Mathis - Anderson Advisors
-Tax Strategies for Large Capital Events
Toby Mathis is an attorney, speaker, author, investor and a managing partner and president of Anderson Business Advisors. Under his leadership, the company has been on the Inc List 4 times, been awarded Business of the Year, is an Intuit Firm of the Future, and has been voted a local and national Best Places to Work. He has published several books and hundreds of articles about the best business practices. Today, Toby Mathis is helping entrepreneurs around the world create lives free from the burden of financial imprisonment through wealth creation.
Jen Conkey - Warriors of Wealth
-Your 90 Day Wealth Building Blueprint
Jen, a life and business strategist, breaks down mental barriers and reconditions mindsets for unparalleled success. She's been instrumental in helping people achieve peak performance and shatter their objectives. She does this by identifying their limiting beliefs that have a chokehold on their ability to smash through their self-imposed glass ceilings. Once she helps them identify their chokehold, she unleashes them into their NEW identity as an unstoppable force that crushes all goals, free of all limitations...until they become UNSHACKLED! She has helped hundreds of clients shift from feeling afraid, doubtful, and unworthy, to confident, capable, and consistently achieving their most desired outcomes.
Courtney Moeller
-Tax Benefits of Oil and Gas
Courtney is an Amazon #1 best-selling author, US Navy Veteran, international speaker, entrepreneur and blockchain expert. Her ventures include investments in oil and gas, real estate, Bitcoin mining and blockchain technologies. She helps professionals with retirement concerns and tax problems not only retain more of their hard-earned money but also create new income streams through alternative investment options so they can feel confident in their wealth plan.
Harry Barth - Barth Calderon Attorneys
-Asset Protection
Harry Barth is the Founder and Senior Managing Partner for Barth Calderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations across the country.
Cheri Tree -
Codebreaker Technologies
-Influence, Income, Impact
Cheri Tree is a best-selling author, professional keynote speaker, and world-renowned entrepreneur and innovator. She is the Founder and CEO of Codebreaker Technologies, with Codebreakers in more than 100 countries worldwide. She is the creator of the revolutionary B.A.N.K. methodology and Codebreaker’s patented Personality Coding Technology and Artificial Intelligence, designed to help her clients increase their influence, income, and impact in the world.
Jeff Shada - Laughlin Associates
-Building Business Credit
Jeff knows the good, bad, and ugly of running your own business and being in charge of everything. Jeff believes that success oftentimes comes only with tons of demanding work and usually great personal financial risk. Jeff is an entrepreneur who served as a VP to C-Levels in all types of businesses. His experience has ranged from startups of small and medium sized firms to Multi-Billion Dollar Fortune 200 organizations. He has typically served in multiple positions at those capacities simultaneously.
Amanda Holbrook -
Specialized Trust Company
-Your Money, Your Future, Your Way
Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for over 15 years and running. Her well-rounded experiences make her a triple-threat working for you at Specialized Trust Company. Empowering clients to scale businesses and create their own financial freedom by providing knowledge, opportunity, and support of the Self-Directed tools at Specialized Trust.
Tim Yurek
-Business Planning: Exit & Succession
Tim Yurek is the founder and CEO of Tier 1 Capital, a leading national financial consulting firm. Over his 35+ year career, he has worked with thousands of families across the country helping them achieve their financial goals, including sending their children to college, purchasing a new home or property, planning for business succession, and successfully navigating their way through all stages of their financial journey.
TJ Acerra - Avail Wealth Group
-Previous and Current Year Tax Strategies
Thomas H. Acerra Jr., better known as “TJ,” is the President & Founder at Avail Wealth Group. He specializes in working with business owners, executives, and affluent families on holistic planning, disciplined investment strategies, and personal service. He loves helping clients make informed and meaningful decisions based on their unique aspirations, priorities, and goals. He describes the financial strategies he builds as ones that “encourage clients to think about where they’ve come from, where they’re going, and what they want to leave behind."
Mike Kelly
Empirical Wealth Management
-Tax and Wealth Strategies
As the President and Chief Wealth Strategist, Michael is responsible for overseeing the execution of the firm's long-term vision and strategy. He leads the investment committee and oversees the creation and design of Empirical's investment strategies. Michael works directly with institutions and individual clients to design custom solutions to achieve their financial goals.
Pei Chen - Panda Group
-Passive Income Stacking
Pei Chen is a self-taught investor and recovering serial entrepreneur who embraces the spirit of “kaizen” when it comes to all things financial. She achieved financial self-sufficiency by effectively combining strategies like Infinite Banking, velocity banking and passive cashflow stacking. This allowed her to leave her public school teaching career to manage and grow her family’s investment portfolio full-time. Today she is the Managing Partner of Panda Group LLC, a private money lending company, a co-host on the Finding Financial Fitness podcast, and an advocate of the Infinite Banking Concept alongside her husband, Mike Kwong, who is the author of “DIBS on Your Money” and Associate IBC coach with Life Success & Legacy.
James Bohan
Stonehan Accountancy
-Tax Strategies
Jeff knows the good, bad, and ugly of running your own business and being in charge of everything. Jeff believes that success oftentimes comes only with tons of demanding work and usually great personal financial risk. Jeff is an entrepreneur who served as a VP to C-Levels in all types of businesses. His experience has ranged from startups of small and medium sized firms to Multi-Billion Dollar Fortune 200 organizations. He has typically served in multiple positions at those capacities simultaneously.
WOW! What a Powerful Lineup!
-with more to be announced-
Join us for this much anticipated Summit, exclusively designed for professionals eager to master the art of tax optimization and strategy with experts who have kept millions of dollars in their client’s pockets!
What would your life look like if you kept more of your money? I want you to be able to take that much needed vacation or pay for your kids college. Really, I just want to help move the needle for you in a BIG way!
Need Support? Email Courtney@CourtneyMoeller.com
Advanced Tax Strategy Summit Is a website and virtual event that provides tax strategies to accredited Investors, business owners and others. We make no claims or representations that by attending the Advanced Tax Strategy Summit you will save money or reduce your tax liability. Consult with your tax and legal professional to understand how these strategies can affect your tax situation.
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