Choose Your Level of Depth
From a free email course to the complete toolkit with sample clause language and case studies — pick what fits your needs.
Free
OA Tax Basics
$0
A 5-part email course covering allocation language, liability allocations, minimum gain, and practical tips. Plain English. No fluff.
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Bundle
Tax Review Bundle
$47
Everything you need to assess the tax provisions in your operating agreement — decision matrix, red flags checklist, and a recorded walkthrough.
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Tax-Smart Package
$297
The complete toolkit: full whitepaper with case studies, sample clause language library, loss allocations deep dive, and everything in the $47 bundle.
Instant access to all materials
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Feature
Free
$47 Bundle
$297 Premium
5-Part Email Course (OA Tax Basics)
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Blog Articles and Resources
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Decision Matrix (Interactive)
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Top 10 Red Flags One-Pager
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30-Min Recorded Walkthrough
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Full Whitepaper with Case Studies
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Sample Language Library (Clause Templates)
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Loss Allocations Deep Dive Guide
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Who This Is For
Real estate sponsors drafting operating agreements for new deals
GP/LP investors reviewing agreements before signing
CPAs preparing partnership returns
Business owners with multi-member LLCs