AN interactive workshop BY STEFAN BELHOMME
The High Income Parent's
Tax-First Approach To College Funding
A 60-minute interactive college funding workshop for high income families.
Your income is different...
your strategy should be too.
Your income is different...
your strategy should be too.
If you're like most of the families we serve, you've quietly realized something the financial aid system would prefer you not say out loud: you're too "rich" for need-based aid, and too tax-burdened to write a $90,000 check four years in a row without disrupting the retirement you've spent years building. The good news: this isn't a math problem. It's an architecture problem. And there is a smarter way.
INSIDE THE 60-MINUTE WORKSHOP
What You'll Walk Away With.
01
Tax Restructuring
How to legally redirect the $100K+ per year you're sending to the IRS toward college tuition & expenses without changing your lifestyle or your business.
02
Aid Maximization
How elite private schools actually evaluate your income and the legal structures that unlock institutional aid most that most $500K+ families assume is impossible.
03
Asset Architecture
How to position business, real estate, and investment holdings so college is funded without depleting your retirement or your liquidity.
This Masterclass Was Built For You If…
This is for you if:
- Your household earns $500K or more annually
- You own a business, practice, or hold significant investments
- Your oldest child is a high school sophomore, junior, senior - or already in college
- Your CPA files your returns but doesn't plan your taxes
This is NOT for you if:
- You're looking for FAFSA optimization tips
- You expect to qualify for need-based federal aid
- You want generic college-planning advice
- You're not willing to consider restructuring how you take income
LED BY
Stefan Belhomme
RTP, CTS, CES
Registered Tax Planner. Certified Tax Specialist. Certified Estate & Trust Specialist. Stefan has spent his career helping high-income business owners, professionals, and investors restructure income, mitigate taxes, and engineer college funding through the tax code - not around it.
ANSWERS BEFORE YOU ASK
Common Questions.
Is this just another financial aid webinar?
No. This masterclass is built for families earning $500K+ who already know they won't qualify for need-based aid. We focus on tax-first strategies that redirect dollars you're already losing to the IRS into the education you're already going to pay for.
What if my children are already in college?
You're not too late. While the most leverage exists when your child is in 9th-11th grade, families with college freshmen and sophomores still have 2-3 high-impact tax years remaining. We'll show you how to capture them.
Is this legal - or are we talking about loopholes?
Every strategy taught in this masterclass is rooted in a specific section of the U.S. tax code. We don't work in gray areas. We work in the sections most CPAs are too busy with compliance to read carefully.
Will I need to switch CPAs or advisors?
Almost never. We work alongside your existing CPA, attorney, and financial advisor. Your CPA files. We strategize. The two roles are complementary - and most CPAs are relieved to have a strategist on the team.
RESERVE YOUR ACCESS
There is a smarter way.
We'll show you how in 60 minutes.
Qualified families only. By application.
THE COLLEGE TAX CODE
Where tuition meets tax strategy.
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The content on this page and in the workshop is for educational purposes only and does not constitute tax, legal, or investment advice. Always consult qualified professionals before implementing any strategy.
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