The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
Description
President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity.
In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You’ll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing from scratch.
Inside:
• What to include in your $349–$750 planning session
• Real prompt sequences you can use in MAX today
• Ready-to-run campaigns for families, seniors, freelancers, and business owners
• A step-by-step plan to turn tax law into client growth
This episode is your playbook for turning policy into profit—and scaling your firm with smart, proactive tax planning.
United States
