Smarter About Taxes
About Us
Welcome to Smarter About Taxes, your go-to resource for mastering tax knowledge. Our mission is to provide accessible and comprehensive tax education through an array of free video tutorials and downloadable PDFs. Whether you're a student, a professional, or simply someone looking to enhance their financial literacy, we've got you covered. Join our community today and empower yourself with the tax expertise you need.
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Our instructors all have decades of experience in tax-related issues for real estate investors and business owners. We cover topics from like-kind exchanges, to retirement plans, to estate planning and trusts.
The Team
Our Dedicated Instructors

Todd A Phillips, JD
Tax Attorney
Lead Instructor

Dan Werry, JD, MBA
Investment Representative
Tax-deferred Products and 1031

Garrett Farmer
Real Estate Professional
Tax Deferred Strategies
Investment Properties