A Complimentary Educational Event Hosted by [CPA Firm Name]
Find Out If Your Business Structure Is Actually Protecting You Or Quietly Costing You
Join [CPA Name] of [CPA Firm Name] and Todd Villarrubia of Fountainhead Global for a live educational session designed for business owners and families whose tax and legal structure has grown more complex than a single-advisor approach can handle.
📅 [Date] at [Time, Time Zone]
📍 Zoom - Live Online
15–60 minutes. Confidential. No obligation. No sales pitch. No products discussed.
Educational purposes only. No tax, legal, or investment advice provided. Individual results vary.
The BEAST Risk Score™
A Complimentary Wealth Risk & Readiness Assessment for Affluent Families
Here’s Exactly What This Session Covers
This isn’t a general webinar. It’s a focused, educational session covering the specific planning issues that come up when a business or family reaches real complexity, the kind a CPA can identify but that requires coordinated legal and structural work to actually fix.
Why high-income earners are often filing taxes rather than planning them and what that gap actually costs
How ownership structure, entity design, and legal coordination directly affect your tax outcome, not just on paper, but when it matters
How to pressure-test whether your current structure — LLC, S-Corp, trust, or otherwise — would actually hold up against a lawsuit, a creditor, or an audit
What integrated planning looks like when your CPA and an attorney-led team are working from the same playbook
This Was Built For You If...
You’re a business owner generating significant annual revenue and still writing painful checks to the IRS every year
You’ve ever wondered whether one lawsuit could put your personal assets at risk
You’re approaching a sale, a recapitalization, or a generational transfer and want to understand your options before decisions are made
You have LLCs, S-Corps, C-Corps, or trusts, but you’re not certain that those structures are properly coordinated and need to find out
You want answers from an attorney, not a financial product pitch
You’re a client of [CPA Firm Name] who wants to understand how structure affects your tax outcomes, not just what the return says
This is not a course. Not a subscription. Not a tax loophole pitch. Not a sales call disguised as a webinar.
It is a genuine educational session designed to give business owners and families a clearer picture of where they stand, before something forces the issue.
Your Hosts
[CPA Name], [CPA Firm Name]
[CPA Name] is a [credential, e.g., CPA / managing partner] with [X] years of experience working with business owners and high-net-worth families on [brief area of focus]. [One sentence personalizing the CPA’s approach or client base.]
Todd Villarrubia
Todd is a 30-year attorney who has helped thousands of entrepreneurs and families across the country protect their wealth from unnecessary taxes, legal exposure, and coordination failures.
• Board-Certified Estate Planning Expert
• LL.M. in Taxation
• Featured in Forbes & Worth Magazine
• Thousands of structures implemented
• Zero overturned by courts or the IRS
[CPA Firm Name] partners with Fountainhead Global to bring attorney-led planning capabilities to qualifying clients — without replacing your CPA relationship.
For Many Readers, This Is Just the Beginning
The strategies in this book are the same principles used inside a Fractional Family Office—where tax, legal, investment, and legacy planning are fully coordinated.
I’ve worked with Todd for years, and this book captures exactly how he thinks: strategically, precisely, and always several steps ahead. If you have meaningful wealth, this is required reading. It reflects the same level of rigor and foresight he brings to every decision we’ve made together.
This isn’t a typical wealth book. It forces you to rethink how everything is structured. It made me realize how many gaps exist even in well-built plans, especially when different advisors aren’t aligned. You walk away seeing your own situation more critically.
Todd has been instrumental in how we’ve structured our wealth over the years. This book distills that thinking into something every serious business owner should understand. It brings clarity to areas that are often overlooked or misunderstood.
Reserve Your Seat
Space is limited. If you’ve been meaning to take a closer look at how your current structure is actually working — this is the session to do it.
Hosted by [CPA Firm Name] in collaboration with Fountainhead Global. Complimentary. No obligation.
Questions We Get Before People Register
Is this a sales pitch?
No. [CPA Name] remains your primary advisor. The session is educational — nothing is sold during the event.
Will you discuss my specific situation?
Not during the session. The content is general and educational. If you’d like to go deeper on your own situation, there’s an option to book a private, complimentary follow-up call after the event.
Who is Fountainhead Global?
An attorney-led wealth planning firm that [CPA Firm Name] collaborates with to bring coordinated tax, legal, and structural planning to clients who need more than a single-advisor approach. They do not replace your CPA, they work alongside [CPA Name].
Is this really free?
Yes. This event is complimentary for clients and friends of [CPA Firm Name].
Presented by [CPA Firm Name] in collaboration with Fountainhead Global.
© 2026 Fountainhead Global | Wealth Planning Law Group. All rights reserved
Educational purposes only. No tax, legal, or investment advice provided. Individual results vary.
By registering, you agree that this session is for educational purposes only. No attorney-client relationship is formed by attending this event.