Terms and Conditions

Welcome to What The Wealthy Do Tax Playbook for High Earners (the “Course”). These Terms and Conditions (“Terms”) govern your access to and use of our website, funnels, digital products, and paid courses. By purchasing, accessing, or using any part of the Course, you agree to be bound by these Terms.

If you do not agree with these Terms, please do not purchase or access the Course.

1. Educational Purpose Only (No Tax or Legal Advice)

The Tax Playbook for High Earners is provided for educational and informational purposes only. The content is not intended to be, and should not be construed as, tax, legal, financial, or accounting advice.

We do not provide individualized tax advice. Tax laws and regulations change frequently and vary by jurisdiction. You are solely responsible for consulting with a qualified tax professional, CPA, or attorney regarding your specific situation before implementing any strategies discussed in the Course.

What The Wealthy Do, LLC makes no guarantees regarding specific tax outcomes, savings, or financial results.

2. Eligibility and Purchase Terms

By purchasing the Course, you represent that:

You are at least 18 years of age.

You have the legal capacity to enter into this agreement.

You are purchasing the Course for your personal use only.

Access to the Course is granted only to the individual purchaser and may not be shared, transferred, sublicensed, or resold.

3. Intellectual Property and Copyright Protection

All content included in the Course and on the website—including but not limited to videos, text, worksheets, frameworks, graphics, branding, logos, slide decks, downloads, and recordings—is the exclusive intellectual property of What The Wealthy Do, LLC and Margins Capital, Inc  and is protected by copyright, trademark, and other applicable intellectual property laws.

Strictly Prohibited Actions

You may not:

a.) Share, distribute, sell, license, sublicense, reproduce, copy, or transmit any portion of the Course

b.) Upload Course materials to file-sharing sites, social media, or public/private groups

c.) Grant access to the Course to any third party

d.) Record, screen-capture, or duplicate Course content for redistribution

Unauthorized use, reproduction, or distribution of Course materials is a violation of copyright law and may result in:

Immediate termination of access without refund

a.) Legal action

b.) Monetary damages and injunctive relief

c.) Sharing paid content—whether free or for profit—is illegal.

4. Limited License

Upon purchase, you are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Course solely for your personal, non-commercial use.

This license may be revoked at any time if you violate these Terms.

5. 14-Day Satisfaction Guarantee and Refund Policy

We offer a 14-Day Satisfaction Guarantee to first-time purchasers only.

Refund Eligibility

To qualify for a refund:

a.) The refund request must be submitted within 14 days of purchase

b.) You must not have completed more than 50% of the Course

c.) You must not have accessed or downloaded all Course resources

Refunds will not be issued if:

a.) More than 14 days have passed since purchase

b.) More than 50% of the Course has been completed

c.) All resources, downloads, or bonuses have been accessed

d.) The Course has been shared or distributed

Approved refunds will be processed to the original payment method.

6. Access, Availability, and Modifications

We reserve the right to:

a.) Modify, update, or remove Course content at any time

b.) Change platform access or delivery methods

c.) Suspend or terminate access for violations of these Terms

We do not guarantee lifetime access unless explicitly stated at the time of purchase.

7. No Guarantees or Earnings Claims

Any examples of tax strategies, deductions, or financial outcomes discussed in the Course are illustrative only. Results vary based on individual circumstances, income level, jurisdiction, compliance, and execution.

We make no guarantees that you will achieve specific tax savings or financial results.

8. Limitation of Liability

To the maximum extent permitted by law, What The Wealthy Do, LLC shall not be liable for any direct, indirect, incidental, consequential, or special damages arising out of or related to your use of the Course.

Your sole remedy for dissatisfaction with the Course is to discontinue use and, if eligible, request a refund within the stated refund period.

9. Indemnification

You agree to indemnify and hold harmless What The Wealthy Do, LLC from any claims, damages, losses, liabilities, or expenses arising from:

a.) Your use or misuse of the Course

b.) Your violation of these Terms

c.) Your implementation of any strategies discussed without professional guidance

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law principles.

11. Changes to These Terms

We reserve the right to update or modify these Terms at any time. Continued use of the Course after changes are posted constitutes acceptance of the revised Terms.

12. Contact Information

For questions regarding these Terms or refund requests, please contact us through the official support channel provided on the website or purchase confirmation page.

13. SMS Messaging / Opt-In Consent

By providing your phone number and opting in through our website, you consent to receive SMS messages from What the Wealthy Do, LLC. Marketing messages may include updates about financial education resources, product announcements, promotions, and newsletter updates. Message frequency may vary. Message and data rates may apply. You can reply STOP at any time to unsubscribe or HELP for assistance. SMS messages will only be sent to users who have actively opted in via the forms on the website.

14. Carrier Liability Disclaimer

SMS messages are delivered via mobile carriers, and delivery is not guaranteed. What the Wealthy Do, LLC is not responsible for any delays, failures, or errors in the transmission of SMS messages caused by mobile carriers, network interruptions, or other technical issues beyond our control. Users remain responsible for maintaining valid mobile numbers and acknowledging standard message and data rates.