Free Virtual Event for High Achieving Women · Nov 5th

Today's Tax Savings To Tomorrow's Business Empire

Learn the exact 4-step framework that helped one client go from a $500k tax bill to under $100k in a single year.

Thursday, Nov 5th

3:00-5:00 PM PT (6:00-8:00 PM ET)

Live on Zoom

AS SEEN ON

You’ve already built real wealth.

So what’s getting in the way now?

You're probably running a high-profit business or holding a high paying job. You’re sitting on significant income, assets and investments - built over years of real work.

But now your success has outgrown your financial structure. So…

You have all this income coming but you can’t figure out what to do with it.
Your assets and businesses feel scattered without a unified system tying them together.
You’re watching a large share of what you have earned go towards taxes.

And the operational weight and tax burden just keep growing…

And all of this is leaving less of what you've earned to fund what you actually care about - your legacy, your investments, your philanthropy efforts, your family.

It's Not a Lack of Resources. It's a Lack of Structure.

You have the resources. The assets. The income. What's missing is the structure to make them work together.

Picture this instead:

Every asset working inside one protected, tax-efficient ecosystem
Thousands saved in taxes, every single year
Your business tax strategy fully optimized, so less money goes to the government and more money flows toward the future you're actually building - your wealth, legacy and impact.

That’s exactly what I’m showing you inside this live event…

What you’ll learn

A Direct Path to A More Tax-Efficient Business

Your #1 tax blind spot

Most high-earning women end up overpaying in taxes because of one structural blind spot - and it's usually invisible even to a good accountant. I'll show you exactly where it's showing up in your own business (and how to fix it).

The $500K → $100K case study

Watch the exact tax + business restructuring strategy that helped a client reduce her tax bill from over $500,000 to under $100,000 in a single fiscal year - and exactly how it worked.

My 4-part Empire Framework

Identify -> Quantify -> Analyze -> Build - the exact 4-part framework I use with my own clients to turn scattered businesses and assets into one unified structure built to protect and grow your empire.

And that’s not it. You will also witness…

2 Live Interviews with Real Clients

Live Interview 01

Client Name

Short description of this client’s story and results — coming soon.

Live Interview 02

Client Name

Short description of this client’s story and results — coming soon.

What you’ll walk away with:

Identify the blind spot causing you to overpay in taxes, and the exact structural shift needed to close it.

A tax optimization framework you can apply directly to your own business - the same method I have used with my clients (backed by 30+ years as CPA) to restructure real entities, income streams, and assets.

A clear strategy to reduce your current tax burden, starting with the exact moves that helped one client reduce their tax bill from $500K to under $100K in a single year.

The Empire Structure Roadmap workbook, ready to apply immediately, so you can start restructuring your own businesses into one coordinated ecosystem - built for legacy, not just this year's tax filing.

A real plan to fund what you actually care about - continuous wealth creation, investments, philanthropy, and your family's future, instead of watching that money disappear into taxes by default.

Finally be in control of where your money goes, instead of it quietly funding outcomes you never chose.

See what others are saying

Real Tax savings. Real Business Growth

"I was just being very reactive from a tax perspective, filing my taxes on time, but not planning for the following year or for the future in general. I have felt more peace of mind just knowing what the plan is, understanding what my potential tax burden is, and having a thought partner that I can actually work through things with.

I've also just saved a lot of money in taxes, and that's been extremely helpful because then I can reinvest that money into growing my wealth in my business.”

Ashlee Edwards

Associate Director, Corporate Counsel, Brand Regulatory

“Over the last decade, Ursula has helped me navigate the growth of my small business with tax filing and planning services that have saved me thousands of dollars and put my mind at ease.”

– Tobias Desjardins, Client

“I've deeply appreciated our competent - brilliant, honestly - and ethical accountant for a decade now. Ursula made a huge difference in our lives. If you live in California and need an accountant, your taxes done, or investment advice, she's it.”

– Mille Bon Lait, Client

“Ursula held my hand through every step of the way as I figured out how to structure my businesses. I wasn't handed a binder and left to figure out execution alone - I had guided support the entire way.”

– Jennifer, Client

Meet Your Host

Ursula Garrett

CPA, Published Author, Philanthropist, Founder

For over 30 years, I've sat across the table from entrepreneurs and business owners as their CPA - building strategy, protecting what they've earned, helping them grow.

But long before that, I was the one searching for guidance, and I couldn't find it. Every coach I found taught the same thing: accumulate “more”, because more was the point. Nobody was teaching women like me how to build wealth that actually lasts, one rooted in service and purpose.

So I built it myself.

What started as my own search became Garrett & Associates CPA, then Agenda E, then a wider ecosystem - Shades of Sisters, and a foundation doing real work across two continents. All of it built around one belief:

"True wealth is not measured by what we accumulate, but by what we build, who we empower, and the legacy we create."

30+ years as a CPA, guiding entrepreneurs through complex tax strategy and wealth preservation
Founder of a four-part ecosystem, built around one belief: wealth should fund what actually matters
Author of two books, including Plateau to Summit, on turning success into lasting legacy.
Philanthropy work spanning two continents - the United States and West Africa

My mission is simple: help successful women turn scattered success into structure that actually protects it.

That's exactly what I'm walking you through in this 2-hour free live event.

Your Business Is Only as Protected as the Tax Structure Behind It

Every dollar leaking out through poor structure isn't just a tax you're overpaying…It's a dollar that never reaches your family, your legacy, or the future you set out to build.

You don't need more income or more hard work. You need to know exactly where your structure is leaking, how to close that gap, and how to finally put your money toward the causes you actually care about.

Give me 2 hours. I'll show you exactly what most successful women don't find out until it's already cost them.