PRESENTS
The Tax Playbook for High Earners
The wealthy understand the rules of the tax game. This course teaches you those rules in plain English.
If you’re Earning Over 100k+, this May sound familiar…
Your salary and bonus look great on paper—but shrink fast after taxes.
Your last raise pushed you into a higher bracket, and you're looking to offset it.
You hear billionaires pay around 8.2% of their wealth in federal taxes and wonder,
“How are they doing that?”
Most of us were taught to be good workers, not tax experts.
The wealthy, on the other hand, know there are only two ways to pay less in taxes: earn less on paper, or deduct more. This course shows you how to use that same framework in your own life — using tools you already have access to.
Real-World Skills
By the end of What The Wealthy Do: Tax Strategies for High Earners, you’ll know how to:
Reduce the income the IRS can touch today by shifting money into the right investment and savings accounts.
Use losses, side hustles, and real‑life expenses to legally lower your tax bill.
Turn things you were going to pay for anyway—childcare, healthcare, travel, giving—into strategic tax moves.
This is tax education, not one‑size‑fits‑all tax advice, so you can collaborate confidently with your CPA instead of hoping they catch everything.
What's Inside
Module 1
Earn Less (On Paper),
Build More (In Real Life)
Module 2
Tax Loss Harvesting:
Turning Lemons into Tax Lemonade
Module 3
Philanthropy Like a Billionaire
(Donor‑Advised Funds)
Module 4
The Magic of the Side Hustle
Bonus
Next‑Level Moves
(For Your Future Self)
Who This Course is For
This course is for you if:
You earn $100,000+ per year and want something better than “just hope for a refund.”
You’re a W‑2 professional with access to benefits like a 401k, HSA, FSA, or dependent care FSA.
You have (or want) a side hustle, consulting income, real estate, or other business activity.
You’re already generous—tithing, giving, supporting causes—but want that giving to work smarter for your taxes.
Not required: wanting to become a tax nerd.
Required: being willing to think like an owner, not just an employee.
What Are People Saying About Us?
ABOUT YOUR INSTRUCTOR
I’m Stephanie Dorsey, cofounder of Margins Capital, investor, fund manager, former attorney, business operator, and the voice behind the What the Wealthy Do podcast.
I’ve spent my career studying how money moves at every level. Now I'm translating that knowledge so the people in my community can apply it while they are on their journey from mass affluent to ultra high net worth.
This playbook exists because too many high-earners are doing everything “right” and are still leaving money on the table. Information is gate kept until you reach a certain level. I've learned in my 20+ year career that in order to get to the next level of wealth, we have to do what the wealthy do today.
IMPORTANT DISCLAIMER
This material is for educational purposes only. It does not provide tax, legal, or financial advice.
Every situation is unique, so you should consult your CPA or tax professional before implementing any strategy.
One Payment. Lifetime Access.
You don’t have to become a billionaire to stop overpaying in taxes.
You just have to learn the rules the wealthy already use.
If you’re ready to stop leaving money on the table and start keeping more of every dollar you earn: