Tax & Asset Protection Bootcamp
Keep More of What You Earn.
Protect What You’ve Built.
January 19th-21st, 2026
Tempe, Arizona
The Tax and Asset Protection Bootcamp gives you a practical, step-by-step framework to take control of your financial future.
Join Tom Wheelwright & Doug Lodmell at a powerful bootcamp designed to give you the tools to minimize taxes, maximize savings, and safeguard your wealth.
Tom Wheelwright®, CPA
Tom Wheelwright is the best-selling author of Tax-Free Wealth, a successful entrepreneur who has built and scaled multiple CPA firms. His passion is for transforming the financial services industry and helping other entrepreneurs make way more money and pay way less tax.
Doug Lodmell, JD, LLM
Co-founded and leads a top asset protection firm since 1997 • Developed The Bridge Trust®. Protects $4 billion+ in client assets. Proven speaker and CLE educator on advanced asset protection topics. Author of an influential book on legal threats to wealth preservation
What You’ll Learn
This bootcamp gives you the knowledge to cut unnecessary tax costs, maximize financial opportunities, and shield your wealth from risk.
Advanced Tax Training
- Understand how tax rules work—and how to use them to your advantage
- Pay less tax legally while reducing audit risk
- Differentiate between temporary vs. permanent tax savings
- Discover why the government wants to reward certain investing and business behaviors
- Learn entity structures, income shifting, and bracket management
- Apply proven tax strategies directly to your personal and business situation
Advanced Asset Protection Training
- Identify which of your assets are exposed to risk
- Use corporations, LLCs, and LPs for protection
- Explore land trusts, management corporations, and estate planning tools
- Build business credit while protecting your personal wealth
- Avoid scams and unsound “quick fix” strategies
- Learn corporate formalities that strengthen your protection
Here’s what past attendees have to say
I realized what I need to do to get to my dream.
This program changed a lot for me — seeing how to reduce tax and increase wealth with the savings.
It’s worth it 100%. Go take advantage of this knowledge.
This program changed the way I think about taxes, wealth, and protection.
I will recommend this class to all the business owners I know. Everyone should be here!
My biggest ‘aha’ moment was seeing how big a difference structures make to wealth and taxes. I had an epiphany about my success — how great it has been so far — and that my dream of time in the mountains can be real. There are so many things you don’t realize about tax advantages and asset protection. You really should learn it!
I realized I need ordinary deductions and documentation. The program simplified certain things and made me think of other things — I need help! If you want your eyes opened and to be educated, get your butt here.
Thinking of tax code as designed to incentivize certain activities & you can use it to grow your wealth. This has highlighted the need for good advisors & importance of structuring early in the life of a business. Valuable tax info presented in an accessible & engaging way.
I realized I have the wrong CPA. With the right team and the right structure, the fear I’ve had around taxes finally goes away.
Honestly — you can’t afford not to go.
A great experience that opened my mind about taxes and asset protection — and an amazing opportunity to connect with other entrepreneurs.
Understanding the differences between the legal and tax entities completely shifted my mindset toward taxes and the tools for creating wealth. Tax — and understanding the facts — is your/my responsibility.
Thank you for the incredible three days. My head is about to explode—there were so many tools and strategies to process! I just need time to think through how to make the most of all the options. I truly appreciate you sharing this knowledge and making a real difference.
We have to do the work and actually change the facts. Intent is different than facts.
It’s giving me critical foundational knowledge. I’m hoping to learn more operational knowledge, but I have a lot to do and lots of steps to take!
Totally worth it! I feel like I learned so much and that I’m beginning to understand new ways of going. Now I’m starting to see the optional paths.
I’ve learned how important it is to protect what we have.
If you own anything, take the Bootcamp.
The program really shifted my view of exploiting taxes as something reserved exclusively for big companies. It showed me these strategies are available to anyone willing to make smart decisions. Very quick-paced and covers lots of complex material, but it shifts your big-picture understanding so you can apply it immediately after class.
Why This Bootcamp is Different
- Practical & Easy-to-Understand – No legal or tax jargon. Just strategies you can use right away.
- Taught by Experts – Learn directly from Tom Wheelwright, CPA & Doug Lodmell, JD, LLM, recognized authorities in tax and asset protection.
- Interactive & Focused – Step-by-step exercises and real-life applications tailored to your situation.
- Protect Yourself From Unscrupulous Promoters – Learn what actually works and avoid wasting thousands on bad advice.
Who Should Attend?
Equip yourself with practical skills to reduce your tax burden, build lasting wealth, and strengthen your financial foundation.
This Bootcamp is Perfect for
– Business Owners –
– Entrepreneurs –
– Investors –
– Professionals wanting to reduce tax liability –
– Anyone serious about protecting their family’s wealth –
My big takeaway from working with Tom is that I could continue to grow my income above and beyond a couple of million dollars, and I could pay less taxes. Why wouldn’t I want to do that?
— brad sumrock, investor and entrepreneur
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This is your opportunity to learn from the best.
Your Money. Your Assets. Your Future. Take Control Today.
