Silly Money
Today, I’m excited to announce something I’ve been working on quietly for six months:
A complete step-by-step system for legally lowering your tax bill, including the same strategies I personally use to save 6+ figures a year in taxes.
For the first time ever, I’m organizing everything I know about tax planning into a single four hour program, so you can stop Googling random forum posts and start implementing real strategies that actually move the needle.
And it’s coming just in time for year-end, when most of the highest-value moves expire.
Important: This launch week offer is limited to 100 students to support our students and enrollment ENDS Friday, November 23rd at 11:59pm ET.
Once we hit our 100 student cap or the deadline — our launch week offer will expire!
Why I Made This
Over the last year, 10 million+ people have read my breakdowns on:
Tax loss harvesting
Mega Backdoor Roth
Direct indexing
S-Corp vs LLC
Solo 401k strategies
Cash optimization
And dozens more tax loopholes I personally use
The number one question I kept getting:
“Can you put this all in one place so I know exactly what to do?”
What’s Inside
This isn’t a theory course or a “taxes for beginners” explainer.
It’s the exact playbook I use and wish I’d had 10 years ago when I started making real money.
And especially after I sold my last company for $250M.
✓ The Complete Tax Masterclass (21+ Lessons)
A step-by-step advanced breakdown of the tax strategies high earners, entrepreneurs, founders, and creators can use to legally cut their tax bill (often by thousands per year).
Deductions, entities, real estate, retirement, planning… everything.
✓ Year-End Tax Checklist (what to do before Dec 31)
The moves that literally expire at year end and can save thousands immediately.
✓ The High Earner Playbook
What changes when you start making real money…
How to avoid the “success tax”…
And the biggest mistakes 6– and 7–figure earners make that cost them tens of thousands per year.
✓ The Business Owner Blueprint
How to optimize your entity structure, set the right W-2 salary, unlock the QBI deduction, and use advanced write-offs most founders never hear about.
✓ The Real Estate Tax Engine
Cost segregation, bonus depreciation, STR loopholes, 1031 exchanges, and how real estate can reduce (or even eliminate) taxes on your business income.
✓ Retirement & Wealth Strategies
Mega Backdoor Roth, Roth conversions, Solo 401k design, defined benefit plans, estate planning, and long-term compounding strategies the wealthy quietly use.
✓ My Personal Tax Stack
The accounts, entity, product, and structure I actually use (with numbers, examples, and real screenshots).
And you’ll also get tools and resources:
Entity Structure Decision Tree - Choose the right entity for your income and goals
Deduction Tracker Spreadsheet - Track receipts, expenses, mileage, and write-offs so nothing gets missed
S Corp Salary Calculator - So you can know what the optimal balance between W2 and distribution is for you
Net Worth Calculator - Track your wealth growth over time
This isn’t some fluffy academic stuff. It’s built to be actionable, easy to jump around, and (most importantly) work for you!
What Makes This Different
At Silly Money, we have a strict “no theory” rule.
Everything in this course is battle-tested:
We've personally used it (or know people who have)
We've helped friends understand/implement it
We’ve validated it with tax pros
We’ve saved real dollars with it
And we’ve optimized these strategies across different income levels
This is not the garbage “cut your Starbucks budget” content.
This is “legally help you learn to keep up to tens of thousands more every year” content.
Launch Week Offer (Limited)
My team has been hard at work the past 6 months to make this the best possible offer for you before Dec 31st.
Our three best mini courses for FREE! That’s our Solo 401k Mastery Blueprint, Smarter With Cash Program, & (new) Direct Indexing For Advanced Investors ($261 in value)
So, not only are we going to give you The Advanced Tax Strategy Masterclass for High Earners described above, but for anyone who buys before 11:59PM ET November 23rd, we’re also adding sponsor offers for:
Carry memberships starting at $1 for the first year (normally $299; for new Carry members only). Since Carry can help you access some of the strategies like Solo 401k, Backdoor Roth, Mega Backdoor Roth, alternative investing, and money market fund optimization, that $1 for one year benefit can basically pay for the program by itself. (terms apply)
$250 bonus credits toward Frec, my personal favorite direct indexing platform (terms apply)
$500 credit toward an accountant trained on our tax playbook (so you can get back to building)
*Silly Money may receive compensation in connection with this offers. See below for full disclosures.
That’s $1,311 of potential value right there without even touching the thousands of dollars you could save on taxes this year by implementing the strategies from The Advanced Tax Strategy Masterclass for High Earners.
But we’re limited in the quantity of special bonuses we can give out with our partners.
So, I’m looking for 100 business owners who want to learn how to legally reduce their tax bill before Dec 31st using the same strategies the ultra-wealthy use!
To see if you qualify for this program, all you have to do is:
This offer is limited to 100 students, and as of writing this on Tuesday 8:35AM ET, there are only 92 spots left. These spots will go fast!
Why Now
December 31 is the most important deadline in personal finance.
Most of the highest-leverage strategies like Roth conversions, 401k elections, tax-loss harvesting, charitable donations, SALT bunching, S-Corp payroll all expire at year-end.
If there’s one moment where learning this stuff pays off, it’s right now.
- Ankur
Full Disclosure: I'm writing this as myself, not as some investment adviser or broker-dealer. Purely educational or my personal thoughts - not investment, legal, tax, or professional advice. While my startup Carry owns an investment adviser and broker dealer, this is not meant to be an advertisement and nothing here represents them. Financial decisions involve risk, including losing money. Taxes are complex. Please do your own research or talk to a licensed pro before acting on anything you read here.
P.S. If you want to support this launch, please show some love on my announcement posts on LinkedIn, Twitter, & Threads. A like, comment, or share helps more than you know. Thank you 🙏
P.P.S. One last thing, this Thursday at 2 pm ET, I’m hosting a free, live training called How to Pay Less in Taxes (Before Dec 31). I'll also be able to answer any questions you might have about the course and if it might be the right fit you too!
In honor of launch week here, I’m going much deeper than I usually do (including several strategies I’ve never shared publicly).
We’ll cover the smartest moves to make before year-end, the exact strategies I use personally, and how to avoid the biggest mistakes people make in December.
At the end, I’ll walk through what’s inside the new Tax Strategy Masterclass and answer any questions you have!
Disclosures: Promotional discounts apply only to Carry membership fees and do not apply to applicable advisory fees, transaction fees, or any optional add-on services such as tax preparation, financial planning, or bookkeeping. Standard pricing applies to all other services.
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