Manage episode 493645054 series 3613678
President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity.
In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You’ll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing from scratch.
Inside:
• What to include in your $349–$750 planning session
• Real prompt sequences you can use in MAX today
• Ready-to-run campaigns for families, seniors, freelancers, and business owners
• A step-by-step plan to turn tax law into client growth
This episode is your playbook for turning policy into profit—and scaling your firm with smart, proactive tax planning.
74 episodes