Pitch reviews: honest takes on the tax deals being sold to you

There's a whole industry selling tax strategies at dinner seminars, in podcast ads, and through "wealth strategists" on commission. Some of the underlying mechanisms are completely legitimate — for people who actually qualify, with real economics behind the deal. The pitches, though, are often built on the gap between how the strategy works in the tax code and how it's described on the slide.

These reviews cover the pattern, not any particular company: how the strategy actually works, who legitimately benefits, what the IRS has said, and the questions to ask before you wire money. If you've been pitched something and want a second opinion first, that's literally what our consultation is for.

These reviews discuss strategy patterns and marketing practices generally. They do not describe or refer to any specific company or offering, and nothing here is advice about any particular investment.