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The 3% Formula: How high-income earners legally pay $0 in income tax using the same strategies the top 3% use. A free 60-minute live training with David A. Perez.

17 Years in Tax
$939M In Client Savings
64.7K Followers
1 Bestselling Book

Tuesday, 16th June 2026  ·  7:00 PM EST

Reserve My Free Seat Free to attend. Limited seats per session.

As Featured In

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This Training Is For

If You Earn Above $250K, This Is the Framework Your CPA Has Not Given You

Business owners earning $250K+ per year who watch six-figure tax bills leave their accounts every quarter

W2 high earners and executives compensated above $300K who have no real tax strategy beyond a 401(k)

Medical professionals — physicians, dentists, surgeons — earning $400K+ with no advanced planning in place

High earners who have been told "you make too much to save on tax" by their current CPA — and accepted it

Anyone earning above $250K who has read about strategies the top 3% use and wants to understand how they apply, legally

What You Are Up Against

The System Takes. Wall Street Takes.
It Is Time to Take Back.

01

You're earning more than ever and keeping less of it after federal, state, and self-employment tax.

02

You've asked your CPA about advanced strategies and been told they don't apply to you, or that they're too risky.

03

You know the wealthy use legal structures, deductions, and entities you've never been walked through.

04

You've watched your effective tax rate climb every year while your wealth-building has barely moved.

05

You've read the headlines about billionaires paying lower effective tax rates than you and you've never been shown why, in plain English.

Next Training Starts In

Tuesday, 16th June 2026  ·  7:00 PM EST

00 Days
00 Hours
00 Minutes
00 Seconds
What We Are Covering

Three Hours. The Complete 3% Formula.

A structured breakdown of the exact framework, strategies, and 90-day implementation plan — walked through live.

Hour 1

The Rich Trap — Why High Income Is Not the Same as Wealth

  • Why earning more triggers more tax, not more freedom — and the exact threshold where it compounds against you
  • The exact effective tax rate the top 3% pay vs. what most high earners actually pay
  • Why your CPA has not shown you these strategies — and the structural reason it is not in their interest to
  • The three pillars of the 3% Formula and what each one unlocks for your specific income type
Hour 1 — The Rich Trap
Hour 2

The Three Legal Levers — Entity, Income, and Deduction Strategy

  • The entity structures the top 3% use to legally shift how income is taxed at the source
  • The deduction categories most high earners never claim — and why their CPA has not raised them
  • The advanced strategies for W2 earners, business owners, and medical professionals — and which lever applies to each
  • Real numbers from David's 17 years and $939M in documented client savings
Hour 2 — The Three Legal Levers
Hour 3

Implementation — The 90-Day Plan to a Lower Effective Tax Rate

  • The exact sequence to implement the 3% Formula over the next 90 days
  • The mistakes most high earners make in year one that cost them the majority of their savings
  • How to know whether your current CPA can execute this, or whether you need a strategist
  • Live Q&A — followed by a complimentary strategy call with David's team for attendees ready to map their own plan
Hour 3 — Implementation
Documented Results

17 Years. $939M in Savings.
This Is What It Looks Like.

"

I'd been a 1099 consultant earning $480K for four years and my CPA never mentioned an S-corp election. After David's framework I restructured and saved $61,000 in year one. Legally. Documented.

Marcus

Marcus

Independent Consultant

"

I'm a physician earning $620K and I genuinely believed I had no options. The 3% Formula training showed me three strategies my accountant had never raised. I now pay an effective rate I didn't know was legally possible.

Dr. Anjali

Dr. Anjali

Physician

"

I run a business doing $3.2M in revenue. David's team mapped out a plan that saved me $187K in the first 18 months. The training was the first step. Worth showing up for.

Ryan

Ryan

Founder

Key Takeaways

What You Walk Away With

01

The exact framework the top 3% of earners use to legally reduce their effective tax rate, broken down in plain English

02

The three legal levers — entity, income, and deduction strategy — and which applies to your specific income type

03

The mistakes high earners make in year one of restructuring that cost them most of the savings

04

The 90-day implementation sequence and how to know whether your current CPA can execute it or whether you need a strategist

Attend Live and Receive

Two Complimentary Resources for Every Live Attendee

Bonus 01

One-to-One Strategy Call with David's Team

A complimentary personalised session with David's tax strategy team for every attendee who stays to the end of the training. A direct review of your current tax position and a mapped-out plan specific to your income type and structure.

Bonus 02

Digital Copy of "Building Your Own Economy"

David's bestselling Simon & Schuster book, sent digitally to every attendee who shows up live. The full framework behind the 3% Formula, in one volume — the same book that has sold in the tens of thousands since publication.

About David A. Perez

17 Years. $939M in Documented Tax Savings. One Framework.

Hi, I'm David A. Perez. I've spent 17 years in the tax industry. My strategic planning models have helped clients secure over $939 million in documented tax savings.

I'm the founder and CEO of Tax Maverick AI, an eight-figure software company that automates high-impact tax planning for accounting firms. I'm a bestselling Simon & Schuster author. I've been featured in Yahoo Finance, ABC News, U.S. News, and Schwab Network.

I built the 3% Formula because almost every high earner I meet has been told the same thing by their CPA: you make too much to save. That advice is incomplete, and incomplete advice in this area costs people seven figures over a career.

This training is the full picture, free.

Reserve My Free Seat
David A. Perez
Common Questions

Everything You Need to Know Before You Register

Is the training really free?
Yes. Free to register, free to attend, no credit card required. Enter your email and you'll receive the training link immediately.
What time is it in my timezone?
The training runs at 7:00 PM EST on Tuesday, 16th June 2026. Convert to your local time before registering.
Will there be a replay?
A replay is sent to registered attendees for 48 hours after the live session. To get the full experience, including the live Q&A and the strategy call bonus, attend live.
Is this legal?
Every strategy covered is structured around current US tax law. The framework is about legal restructuring, not avoidance. Every claim is backed by 17 years of practice and $939M in documented client savings.
Who is this training for?
US-based high earners: business owners, W2 executives, medical professionals, and consultants typically earning above $250K per year.
Who is this training NOT for?
Salaried employees earning under $150K, anyone outside the US tax system, and anyone looking for investment advice rather than tax strategy.
One Seat Remaining for You

17 Years. $939M.
One Free Training.

The strategies the top 3% use. Now available to you, legally. Tuesday, 16th June 2026 at 7:00 PM EST.

Free to attend. No credit card. Limited live seats.