Identify where you're legally overpaying in taxes — and the structural reasons most high-income business owners keep making this mistake year after year
If you're generating $300,000 or more annually and your current tax strategy mostly involves filing a return after the year is already over, this free live training will show you exactly what's been costing you, and what proactive planning actually looks like.
Identify where you're legally overpaying in taxes — and the structural reasons most high-income business owners keep making this mistake year after year
Use entity structure and strategic income positioning to reduce your taxable income — through the tax code, not around it
Implement proactive tax strategies before the year ends — because waiting until filing season closes most planning opportunities for good
Build a year-round tax plan designed to minimize your tax liability and accelerate your long-term wealth building
This free training was built specifically for:
Business owners generating $300,000 or more annually who want to stop overpaying in taxes every year
Real estate investors looking to understand how entity structure and proactive planning can reduce their tax liability
Entrepreneurs in professional services, healthcare, construction, or finance who feel their current CPA is reactive rather than strategic
High-income professionals who have never had access to a year-round tax advisory relationship — and want to understand what that actually changes
Anyone who is tired of writing a large check to the IRS every April without a clear plan to reduce it


This free training was built specifically for:
Most business owners at your income level have a CPA. And most of those CPAs are doing their job exactly right — filing accurate, compliant tax returns.
The problem is that filing and planning are not the same thing. Filing happens after the year ends. Planning happens throughout the year. And the business owners who are consistently keeping the most of their income aren't doing anything questionable — they simply have a structured, proactive strategy built around the right entity structure, the right timing, and the right implementation.
In this live training, I'm going to walk you through exactly what that looks like. You'll see the most common structural mistakes business owners at your income level are making, why those mistakes persist year after year, and what the Strategic Tax Planning Framework we use with our clients actually does to change those numbers.
This is not a pitch for a course. It's not generic tax tips you can find on Google. It's the real framework — the same approach we use with our advisory clients — broken down so you understand where the opportunity is and whether it applies to your situation.
Most people at your level already have a CPA.
But filing and planning are not the same thing.
Planning happens throughout the year, before decisions are locked in.


▪ Entity design
▪ Timing
▪ Implementation
In this live training, I will show you:
▪ The mistakes high-income business owners make
▪ Why those mistakes repeat
Most business owners at your income level are overpaying in taxes — not because they made a mistake, but because nobody ever built them a proactive strategy. Your CPA's job is accuracy. Our job is reduction. In this section, I'll show you exactly what that difference looks like in real numbers, and why it compounds year after year you don't address it.
The most powerful tax strategies available to business owners and real estate investors have to be implemented before December 31st. Not in April. Not at filing time. In this section, I'll break down the timing window, what strategies live inside it, and how our clients structure their year so nothing is ever left on the table.
Most people have never experienced a true year-round advisory relationship. In this section, I'll walk through the full Strategic Tax Planning Framework — including the quarterly meeting structure, how we evaluate entity and income positioning, and how clients save $50,000 to $200,000+ per year through a process that runs alongside their business all year long.
Jawon Merius is the Managing Director of Remis & Merius, a national CPA and advisory firm serving business owners and real estate investors across the United States. He specializes in helping high-income entrepreneurs legally reduce their tax liability through proactive tax planning, entity structuring, and advanced tax strategies.
Jawon built his practice from the ground up — starting with everyday tax clients and growing, over several years, into a firm that works exclusively with business owners and investors generating $300,000 to several million dollars annually. In 2025, he partnered with seasoned investor Adam to acquire an established firm, combining decades of expertise with a modern, strategic advisory approach.
Through his advisory work, Jawon helps clients move beyond simple tax preparation and into year-round strategic planning designed to protect cash flow, reduce tax liability, and build long-term wealth. His approach combines technical tax expertise with a relational, partner-level experience — meaning clients work directly with leadership, not a rotating junior associate.
He has advised 150+ entrepreneurs and investors on proactive tax planning and has helped clients legally reduce their tax liability by tens of thousands to over $200,000 per year.

You've never worked with a tax strategist before and don't know where to start.
You already have a CPA and aren't sure whether switching or adding advisory services makes sense.
You've tried "tax planning" conversations in the past and felt like nothing actually changed.
You're not sure if your income level even qualifies for advanced strategies.
You don't have time to become a tax expert — you just want someone to handle it correctly.
Yes. This is a completely free live training. There is no cost to attend. At the end, we'll share how you can explore working with our advisory team if you determine it's a good fit — but attending the training costs you nothing.
Absolutely. Most of our clients already have a CPA when they come to us. This training isn't about replacing your CPA — it's about understanding the difference between tax preparation and proactive tax planning, and whether the latter could meaningfully reduce what you owe.
This training is most relevant for business owners and real estate investors generating $300,000 or more annually. If you're generating $500,000 to $2 million, you are squarely in the range where proactive planning tends to produce the most significant results.
The live training runs approximately 60–75 minutes, including a live Q&A session at the end where you can ask Jawon questions directly.
At the end of the training, attendees who want to explore a personalized tax strategy for their situation will have the opportunity to book a complimentary Strategic Tax Planning Consultation with the Remis & Merius team. This is not a hard sales call — it's a genuine assessment of whether proactive planning applies to your situation.
We recommend attending live to participate in the Q&A. Register anyway and we'll do our best to keep you informed about future training dates.
