This in-depth course introduces CPAs to a cutting-edge end-of-year tax planning strategy using the BASE (Business Asset Structured Entity) model. BASE is designed to maximize long-term tax benefits through leveraged asset purchases and contractual cash flow arrangements. Participants will explore the powerful 4:1 leverage structure, which enables clients to unlock substantial tax deductions while securing strong cash flow potential. By mastering the mechanics of BASE, CPAs will gain essential knowledge on how to offer a value-added solution that enhances client returns, creates immediate tax benefits, and strengthens CPA compensation structures. Join us to expand your expertise in high-level tax planning and add this powerful tool to your strategic advisory services. Substantial Advisor compensation.
Learning Objectives:
Advanced Monetization LLC
Co-Founder
[email protected]
(845) 598-4170
Eric currently serves on the Investment Committee of Acquis Capital, a private investment firm that specializes in acquisition and project financing. Graduate of the Wharton School and Penn Law. He is a member of the New York State Bar Association.
$3Bn in corporate finance transactions
30 years in financial services
$150 million in tax deductions for clients since 2022
Over $2bn in financial planning transaction
> 55 years in financial services
PHD, MBA
Best Selling Author
Past President The Million Dollar Roundtable
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
Advanced Monetization partners with leading CPAs, attorneys, and qualified financial advisors to provide exclusive opportunities for high-income individuals.
Our mission is to empower tax professionals to deliver sophisticated, compliant, and economically sound investment solutions that offer significant tax advantages for their clients.
With over 50 years of experience leading complex planning transactions, we have curated a portfolio of opportunities that not only enhance wealth but also align with the highest standards of compliance. Our deep understanding of tax strategies allows us to integrate financial growth with optimized tax planning, ensuring that every opportunity delivers both economic benefit and substantial tax deductions.
We are proud to be a trusted partner for professionals who advise ultra-high-net-worth clients, enabling them to elevate their service offerings and secure unparalleled value for their clientele. At Advanced Monetization, we are committed to excellence, transparency, and delivering results that meet the unique needs of the most discerning investors.