John is an attorney, accountant, and investor with a deep understanding of tax law. He's spent years working with individuals, small businesses, and real estate investors, helping them achieve their financial goals through strategic tax planning. John has also successfully defended clients in IRS audits and Tax Court, ensuring they pay only what they legally owe. He's a frequent speaker and author on tax-related topics, sharing his expertise with audiences nationwide.

John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry. As Director, Head of Education and Investor Success at Equity Trust Company, John draws from his 20 years in the real estate industry and his experience as an active real estate investor. He has trained over 70,000 investors, sharing his knowledge about building tax-free wealth through alternative investing. John is a Certified IRA Services Professional (CISP) and has co-authored a book on self-directed IRAs.

Danielle Michel is a successful entrepreneur and leader with nearly two decades of experience in business and tax strategy. She has a proven track record of guiding entrepreneurs to achieve growth and profitability. Currently, Danielle is a key player at Collective Influence Group, a venture capital firm. As CEO of Checkmate Tax Advisors, she provides high-level tax strategies to help clients achieve their financial goals.