How Do You Separate Yourself
From The Crowd?

10x Your Business with Our Managing Director Partnership Opportunity

"You Don't Have To Be A Heart
Surgeon To Own A Hospital."
- Bill Hall

This is a "done for you" business opportunity. As a Managing
Director, you'll have one focus: Promoting the back office. 

Partner as a Managing Director with us...or do it yourself?

We are NOT an FMO/IMO. 
Partner with our back office tax reduction specialists and million-dollar producing insurance pros! Tax reduction planning brings value before the product. This is the mindset that made William Hall millions of dollars in annuities and life insurance and qualified him for Top of the Table in his first 6 months.


License and brand with the team at Redwood Tax Specialists. With over 200 U.S. locations, become highly attractive to CPAs as a Managing Director.

​Est. Time to Complete: 10 Years Est. Value: $600,000


Regularly updated Redwood client-facing custom website

​  Est. Time to Complete: 90 days  Est. Value: $12,000


Regularly updated Redwood CPA-facing custom website

​Est. Time to Complete: 90 days ​Est. Value: $12,000


​Est. Time to Complete: 90 days ​Est. Value: $12,000


Unlimited Personal

Mentorship with Bill Hall and his exceptional team.

​Est. Time to Complete: Lifetime ​Est. Value: $5,000/year


Meet with our mastermind group for biweekly mentorship. These are live meetings with Bill Hall and/or expert guests. 

​  Est. Time to Complete: 2 Years Est. Value: $10,000


Join the community of Managing Directors, build relationships and learn how others are succeeding.

​Est. Time to Complete: 2 Years ​Est. Value: $10,000


Back office holistic tax reduction team for high-income business owners and affluent families

​Est. Time to Complete: 5 Years​Est. Value: Priceless


Mindset blog, with regularly updated letters, emails, and sales scripts to assist you in promoting your back office.


​Est. Time to Complete: Ongoing​Est. Value: $1,000/month


Yes, we answer the phone when you call, before and after you join!

Est. Time to Complete: N/A
Est. Value: You Decide


Video Landing Page to help you  attract CPAs that want to grow their businesses with advisory services

​Est. Time to Complete: 2 weeks ​Est. Value: $7,000


Learn from the best. Premium Financing Weekly Mastermind Group Meetings (Concierge Service Case Design & Illustration)

​Est. Time to Complete: 10 years​Est. Value: Priceless


Your Business In The Cloud

  • MyTaxDesign app and online MD Portal: integrated with Infusionsoft and Zoho for easy access to your back office team.
  • Track your cases from start to finish in your live Managing Director's Portal.

​Est. Time to Complete: 9mos
App ​Est. Value: $18,000​
Portal Est. Value: $3,500


Massive Opportunity
  • Gain instant credibility with over 1 million CPAs and accountants.
  • Up to 1.2 million tax preparers make a living deciphering the labyrinth U.S. tax code for taxpayers. We have more professional tax preparers in the United States than law enforcement officers (765,000) and professional firefighters (310,400) combined.
Est. Time to Complete: 5 Years
Est. Value: $10,000


"Done for you" Business Model
  • Our team creates sales presentations with landing pages designed to close premium financing prospects...this is a "done for you" business model.
  • Watch us in action until you feel comfortable doing it on your own. 
  • Use video content from our CPA to reach your prospective CPAs.

​Est. Time to Complete: 10 Years
Est. Value: $12,000


Commission Agreement

  • ​Premium financing (Up to 90%, average is 70%)​
  • Tax planning fees (10 to 40%, average is 10%)
  • By partnering with Redwood Tax Specialists, you will gain instant credibility and increase your life insurance and annuity sales and increase your AUM without having to share these commissions


They are delivering on what they said...

Bill/Ryan are going above and beyond any expectations, I ever thought of having when I joined CBA in February. They are delivering on what they said and working to make sure we experience success if we put in the work. Connecting us with Redwood Tax Specialists, Universal Tax Specialist, UFC with Steve Gilbert/Joe has been a BIG plus. It's been a long time since I have been this excited about the business.

 - David Brown

The results simply speak for themselves...

Bill's extensive experience in the industry, and prowess in coaching through difficult situations earns him a firm but friendly reputation, as he is referred to by some as Uncle Bill. He has certainly empowered me to take my potential to a whole new level, and the results simply speak for themselves.

 - Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA

...The client is worth in total about 50 million.

Good afternoon. Just wanted to share something with the group. Please remember to look for clients everywhere. In another Facebook group I am a member of, someone presented a question about helping a tax client with deferring taxes? This CPA said he was not familiar with all of the ways to save people money in the future on stock sales and capital gains. I said I was a part of a group that could help with that very situation and we set up a time to talk the next day, which ended up being Friday of last week. Once we started our conversation, we realized we were only about 1.5 hours away from one another and made plans to meet in the future at events. He then describes the clients and the situation. To make a long story shorter, the client is worth in total about 50 million. Man am I glad I reached out to him. We had a conversation with Scott Fedyshyn today and starting the process. Very Exciting. Just talk about what our group can do and you will benefit other people and yourself. Thanks for reading everyone. Keep on the lookout!

 -Matthew Carrier

Thx for ur wisdom!

Bill, it’s been my Achilles heel for years as a life, annuity, LTC agent, and your mentoring made me finally understand all those objects offered were to the technician!!!! Totally see the Redwood model as the ONE THING solution for me to deliver massive value and separate from the technician ‘RED OCEAN’ forever! Thx for ur wisdom!

 -Rick Hoopes

The mentorship zoom conferences are a tremendous morale boost...

The mentorship zoom conferences are a tremendous morale boost as well as a very helpful format for adding true program-related substance to our mission. Hearing about partner successes and learning curves opens us all to possible road maps to follow. Bill’s direction is inspiring and always reality-based. No BS! And, greatly appreciated!

 -Don Murphy

I have not seen this level of complete commitment...

I flew fighters in the US Air Force for 20 years. One thing I always loved about the Air Force was the amount of training they provided in order to make every airman as successful as possible, we recognized that we were only as strong as our weakest link. A lot of resources were expended on each individual to make sure the Air Force was successful whenever or wherever it was used.

I have not seen this level of complete commitment to helping everyone achieve success since I’ve been in the civilian world like I have seen with you and Redwood Tax Specialists. You have already given me more training than I have had since I retired 25 years ago. I am completely confident that I am providing outstanding value to each of my clients & I now believe I will be more successful than I ever imagined. Training builds confidence!I look forward to each day! Thanks so much Bill.

 -Terry Lang, Lt Colonel, USAF (Retired)

He just asked me, "can I just send you my tax return"

Good morning. I was on a webinar and while on my client called. He was one of the 4 referral letters that I have sent out os of this date. I have worked with this client and his firm for over 25 years. He just asked me, "can I just send you my tax return". I said sure. He pays over $330,000 in taxes. I will be sending out more of the referral letters!!! Great job that Bill, Ryan, Scott, and Chad are doing. My partner, Brian Mitteldorf and I are working hard to be in the top 30. Hopefully, we will see you all there.

 -Steven Kanner

I could not have done what he seemed to do effortlessly.

This last week Bill Hall and I met with a CPA contact about a promising case. Bill was acting as the gatekeeper before we set up a meeting with the CPA, his client, and Scott. The call lasted about 30 minutes and after introducing my CPA to Bill, I closed my mouth and listened to the conversation. Imagine watching a master perform his work as an apprentice in awe and you will have some idea of the extremely impressive and positive outcome.

If you have the opportunity to work with Bill in this capacity do not hesitate. You will not be sorry. I consider myself a well seasoned sales professional, and was at one time an internationally certified Sales and Marketing trainer.

Again, I listened in awe to the conversation and how a skeptical professional CPA came around to believing it would be a great idea to introduce his client to Scott and work with Redwood. Many thanks to Bill, I could not have done what he seemed to do effortlessly. Turning an analytical sceptic to an ally takes skill, and the specific knowledge and understanding of the process working with CPA's was on full display.

 -Charles Hayes

I have just submitted my first case…

I've been with Redwood for 15 months now and during that time Bill and the team have continued to add new services to enable us in the field! It's a long story, but I have just submitted my first case…….. however I currently have 4 CPA's who will be submitting cases over the next couple of weeks thanks to the tools we have available. THANKS, BILL to you and our support team!!

- Paul Kessler

The best help available in the industry...

After 29 years in the financial services industry, I have never been associated with a team of individuals who possess the integrity and competency as do the members of Redwood Tax Specialists. This team not only knows tax reducing strategies, but excel in their ability to layer those strategies to efficiently maximize tax reductions for their clients. When I refer individuals who have complex tax planning needs to the Redwood Tax Specialists team, I do so with the assurance that they are receiving the best help available in the industry today.

- Jerry Ray

We have an exceptional back-office...

By being a part of Cash Balance Advisors and Redwood Tax Specialists, we not only get to be coached by one of the top industry advisors, Mr. Bill Hall, but we have an exceptional back-office that can help business owners and affluent families by reducing their taxes by around 50% almost 100% of the time.

- Mark Gardner

The mentoring has taken root...

Submitted 2 cases this week. The mentoring has taken root, looking forward to results. Feeling the swagger!

- Charles Hayes

The ONE THING solution for me to deliver massive value...

Bill, it’s been my Achilles heel for years as a life, annuity, LTC agent, and your mentoring made me finally understand all those objects offered were to the technician!!!! Totally see the Redwood model as the ONE THING solution for me to deliver massive value and separate from the technician ‘RED OCEAN’ forever! Thx for ur wisdom!

- Rick Hoopes


Ryan, you are the man, thanks for the great tip with Google Maps, YOU ROCK! YOU ARE AWESOME!

- Michael Craigwell

Partnering with Bill Hall is one of the best decisions...

Partnering with Bill Hall is one of the best decisions Jeff Mason & I have made. First, his thoughtful approach to coaching and leading through his mentorship program has illuminated the path forward not only for our business objectives, but also those we partner with and serve in this group. Bill is an expert on cracking open the conversation with prospects and potential external CPA and Financial Advisor partners, on providing value and opportunity to them and their clients. When you experience this, your world of opportunity expands greatly.

- Jeff Mason and Chris Hammond

...The first tax return I reviewed this morning had a gross income of over $200M.

Well, this has been a very exciting week and this morning kept up that amazing momentum as well. Just got off a very spirited call with a $190M net worth attorney who's sending us all kinds of things to dig into....and the first tax return I reviewed this morning had a gross income of over $200M (single owner S-Corp). Amazing work finding these insane cases - keep em up!

- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA


Last Saturday, when I couldn't find the video of Scott telling us about the plight of the 1040 CPAs, I got a little frantic because I had promised a client/whale to show it to her, and she was about to arrive at my office. I thought to myself, "Should I bother Bill at 5:00 in the afternoon on a Saturday when he's relaxing with his family? I decided to, because of the importance of the upcoming meeting, and you answered, "This must be good news," which baffled me a little. Then, as soon as I hung up, I realized it was 8:00 pm where you were! I apologize! Never again (unless it's good news). Just goes to show that YOU ARE TOTALLY THERE FOR US.

- Tom Pattinson

I closed a premium finance life insurance deal yesterday

Just wanted to give a quick shout out to Steve Gilbert and Vince Munno and the whole UFC team that Bill Hall has introduced me to. I closed a premium finance life insurance deal yesterday with a client. It's taken about 2 months to get to this point but Steve and Vince have stuck with me the whole time and have given me guidance every step of the way. All I did was the make the introductions and listen to them do their work. After just a few conference calls and paperwork we have the client through medical underwriting and now ready to get started on financial underwriting. Thanks again guys!!

- Luke Phelps

Lots of good questions which he handled with ease...

Had my 1st Roth conversion call with Scott today. His laid back approach and knowledge as an expert in this area were very reassuring to this couple. Lots of good questions which he handled with ease and made them hungry for more information. Thanks, Scott! Looking forward to the second appt.

 -Mark Maiewski

...This stuff works.

I just had a prospect commit to $150,000 per year and financing of $900,000 total $1,050,000 per year Scott did a nice job this stuff works.

- Robert Ross

I highly recommend you hitch your wagon...

If you’re a shy introvert and have no people skills or sales skills then you may want to just move on now and don’t bother to read this as you're probably in the wrong industry.

If you’re hungry for success and believe in yourself, if you have some game and have just been looking for and craving the right playing field to get on then I highly recommend you hitch your wagon to William Hall III and Redwood Tax Specialists. They offer a beacon of light in an otherwise murky and crowded sea of advisors and planners. Bill is a master of clearing away all the minutia and pointing you directly at the activities and road map to connecting with the right clients through the right relationships and the ability to cut away all the meaningless wasted time trying to one-up or displace some other advisor.

With Bill and Redwood you learn how to stay focused, and keep your eye on the ball, which as he likes to say is “keep the main thing the main thing.” He removes all ego from the table, and helps us to connect the back office experts with the right set of circumstances that will turn into a win-win situation for the client, the advisor and a team of trusted professionals that give the best tax advice and guidance to the clients that so need and want it. There has never been a better path to that than what Redwood has formed and continues to form.

I have worked with Bill for several years now, and I can tell you from personal experience he wants nothing more than to build a fleet of successful highly motivated financial services professionals. He is constantly thinking of ways to drill down and make us laser-focused on what we need to do to create and fill our pipeline with opportunity. It is absolutely not about being the smartest guy in the room and he shows us how being full of yourself is probably your biggest obstacle to overcome. You don’t get a hole by banging your drill and drill bit into the surface. The tool is designed to work a certain way and if you use it that way you will get results. He has designed a method with Redwood Tax Specialists to take you straight to the target you have always wanted to get to even if you never met that target before. Opportunity knocks on every man’s door but most miss it because it’s dressed in overalls and looks like work.

- John Gross

One of those rare opportunities.

I am not sure where and when I heard this, but when I did it really resonated with me. When opportunity and preparedness meet success occurs. Redwood Tax Specialists is one of those rare opportunities. Besides providing the opportunity, Bill, Ryan and Scott are taking the time to prepare all of us. Thank you Bill, Ryan and Scott for taking the time to prepare us and providing this wonderful opportunity to accomplish it. Now it's our responsibility to roll up our sleeves and do the work, and success will be the end result.

- Tom Stoltman

$19.2 million

We did our first today and this cpa is sending over a client worth hundreds of millions who earned $19.2 million and paid tax of $5.4 million in 2019. Don’t make my mistake. Take action. It works. Where in America can you get access to this type of client and change your future trajectory in a matter of weeks or months and not years or decades.

- John Leonard

Work ON your business as an entrepreneur, NOT IN your business as technicians must do. You can own and operate multiple businesses when you're not working IN them.

Branding with other CPAs was the key for me because CPAs want to do business with other CPAs who are willing to first help them with advisory services, so I branded and partnered with CPAs and accountants to scale my business to well over 10 times...

NOW, you can too - easier, faster and better because the years of hard work have been done for you.

You just don't build a company and brand like this overnight. With our 1 step at a time Accelerator Academy, bi-weekly private group meetings and our one one mentorship you will have an unfair advantage to 10X your business the Redwood Tax Specialist team!

We're asking you to stop thinking like a financial advisor and an insurance agent, and start thinking like an entrepreneur that's in the financial planning business. We help advisors to help CPAs to help the small business owner.

William "Bill" Hall

Would you rather spend years and tens of thousands of dollars replicating this yourself? Or would you rather get started today?

Join here for only $297 per month

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Recording of last webinar