VAlley Oak Academy
Welcome to Valley Oak Academy
a place built for people who want to actually understand their money, not just react to it.
I’m Matt, and for years I’ve worked with families and business owners navigating complex tax rules, financial decisions, and long-term planning. One thing has always been clear: the biggest advantage isn’t a secret loophole it’s education.
Valley Oak Academy exists to give you that edge.
This isn't just an offer
It's a decision
Choose your level. Everyone’s in the game—some just want to win.
Perfect for: Those who want ongoing access to real-time strategy.
Academy Member
$29
/month
- 1 Live Content Filled Webinar
- 1 Live Q&A Webinar
- Quarterly Newsletter
- Myth Buster Series
Perfect for: Those who want to learn at their own pace - your complete DIY tax playbook
Vault Member
(Coming Soon)
$99
/month
- Prerecorded Tax Strategy Courses
- 1 Live Q&A Webinar
- Quarterly Newsletter
- Myth Buster Series
Perfect for: High income earners who want access to exclusive tax strategies
Valley Oak Reserve Member
$500
/month
- Exclusive investment and tax-saving opportunities
- 1 Live Content Filled Webinar / Month
- 1 Live Q&A Webinar / month
- All Vault Courses
- Quarterly Newsletter
- Myth Buster Series
Purchase the annual package on any tier and receive 2 free months and exclusive bonuses
Interested in other Courses?
Join live or watch the replay anytime for the Zero Tax Game Monthly Webinar Series. Each month includes one strategy-packed webinar with new tax planning ideas and real case studies, plus a live Q&A where questions are answered anonymously. No spotlight. No pressure. Just clear insights to help you stay ahead.
Join live or watch the replay anytime for the Zero Tax Game Monthly Webinar Series. Each month includes one strategy-packed webinar with new tax planning ideas and real case studies, plus a live Q&A w…
Learn how to legally pay the least amount of taxes — now and for years to come. Our 2025 Webinar Series is a live, in-depth Zoom series designed to teach you proven strategies to reduce your tax burden over time.
Year-End Tax Moves That Actually Work. No fluff. Just actionable strategies to keep more of what you earn. As the year wraps up, your window to make powerful tax-saving decisions is closing fast.
Valley Oak Academy is an educational platform. Content is provided for informational purposes only and is not individualized tax, legal, or investment advice. Before acting on anything you learn here, please review our disclosures and consult your own professional advisors as needed.
Be sure to read our disclosures before proceeding.
We’re glad you’re here — and excited to help you learn, ask better questions, and make smarter financial decisions.
Welcome to Valley Oak Academy.