Live Online | August 19th @ 7:00 PM ET | Limited Spots Available

For high-income parents earning $200,000+ who pay meaningful taxes and have college costs on the horizon

Live Box House Webinar | College Funding Secrets

Your Tax Bill Could Be Your Greatest Source of College Funding

Most high-income families are told to save more, use a 529 plan, use retirement savings, or just pay cash when college costs come due.

But for the right family, the bigger opportunity may be hiding in a place they rarely connect to college planning: their annual tax bill.

On this webinar, Lance Morgan will show how high-income parents may be able to use tax-smart planning and a box house strategy to create a “tax scholarship” that helps cover tuition or college loan payments.

The College Funding Conversation

Usually Starts in the Wrong Place

Most families start with the obvious question:

“How much do we need to save for college?”

That question matters. But for high-income parents, it is often not the first question.

The better first question is:

“How much money is already leaving our family every year in taxes — and could a smarter strategy turn part of that into college funding?”

W-2 earners and high-income families often carry some of the heaviest tax burdens. Meanwhile, the wealthiest families often use assets, deductions, cash flow, and planning to make money work in a very different way.

The webinar shows how to apply that thinking to college.

Not by chasing tiny scholarships.

Not by hoping a school suddenly gives more aid.

Not by draining retirement.

By starting with the largest annual leak in many high-income households: taxes.

Instead of paying tuition and watching your savings disappear, what if those same dollars were working for you?

What if the money you are already losing to taxes could become part of your college funding plan?

How the Box House Fits Into the College Funding Plan

The box house is the simplified college-funding vehicle.

Here is the core idea:

A qualifying family may be able to create tax savings through the right strategy. Those savings can then help acquire a box house. The box house is designed to first produce tax savings and then cash flow, which can be used to help cover tuition costs or college loan payments.

In one example discussed internally, a high-income family facing private-college costs was looking at roughly $75,000 in tax savings. Instead of simply sending that money straight to the college, the strategy was to use those tax savings toward a box house and borrow for college. The estimated box-house cash flow was designed to help cover the annual college loan payments.

That is the “tax scholarship” idea:

Tax savings create the asset.

The asset creates potential cash flow.

The cash flow helps pay for college.

That is a very different conversation than simply writing checks until the money is gone.

MEET YOUR HOST →

Lance Morgan

Best-Selling Author & Certified Financial Educator™

“Parents shouldn’t have to choose between funding their child’s dream and protecting their own retirement."

Lance Morgan has spent over 20 years helping affluent families secure $100+ million in scholarships, tax savings, and retirement restoration strategies.

“We thought college would destroy our retirement — now it’s funding it.”

– BARBARA M.

“The vacation rental example changed how I see money forever.”

– JEREMY T.

What You'll Learn

Why high-income families should look at their tax bill before deciding how to pay for college

How the “tax scholarship” concept works and why it is different from traditional scholarships or 529 planning

How a box house may create cash flow that can help cover tuition or college loan payments

Why does the strategy look different for a $200,000-income family versus a $400,000+ income family

How to think about college loans when an asset may be helping service the payment

Where financial aid eligibility and school discounts may still fit into the plan

Why the box house is the college-funding solution, while larger real estate strategies may become the long-term retirement expansion

How to use the college cost calculator before the webinar so you can see the numbers more clearly

THE SIMPLE MATH

Traditional college savings (A box house strategy does not need to be complicated to understand., cash, loans) make your money vanish.

For some families, the question becomes:

If we are already paying tens of thousands of dollars a year in taxes, could better planning help us use that money to acquire an asset?

And could that asset produce cash flow that helps pay for college?

That is the core framework Lance will walk through live.

This Webinar Is Built for Families Like This

Household income of roughly $200,000–$400,000+

Meaningful annual tax bill

One or more children approaching college, already accepted, or already enrolled

Parents who want to help pay for college without blindly draining savings or retirement

Families open to real estate, but not trying to become full-time operators

Parents who want strategy, structure, and a guided path instead of another DIY idea

Families who want to explore whether smarter planning can increase financial aid eligibility or uncover school-based discounts

This Is Probably Not for You If...

You are looking only for admissions help or essay coaching

You do not have meaningful taxable income

You want a guaranteed result with no professional review

You are not planning to help your child pay for school in a meaningful way

You are looking for a cheap internet course instead of a strategy conversation

You want to become a full-time real estate operator and only need deal flow

Before the Webinar, Run Your Numbers

After you register, open the simple college cost calculator and enter a few basic numbers.

It is designed to help you see the relationship between income, college costs, tax exposure, and potential planning opportunities before Lance walks through the strategy live.

CLICK HERE TO USE THE COLLEGE COST CALCULATORNo long application. No complicated account setup. Just a quick way to see the numbers before the webinar.

Testimonial Videos

“I'm Kevin Harrington original shark from shark tank and I recommend these strategies. I wish I knew you when I was going to school.”

A few of our clients share their thoughts on working with us.

“The program has already paid for itself, in my opinion, with the savings we received from just one tax year. Now we have a long-term plan to prepare for college and grow our wealth through real estate.”

“Buying a BoxHouse eliminated our tax liability for the year and refunded everything we had already paid. I started out skeptical, but everything has gone exactly according to plan.”

“Our 2025 tax strategy reduced our taxable income to zero and produced a multi-six-figure tax refund. I did not believe it until the money actually hit our bank account.”

“We went from owing the federal government $21,786 to the government owing us nearly $3,000, with another $150,000 in depreciation carrying into the next year. It felt incredibly freeing not to write a huge check to the IRS.”

“One financial-aid appeal saved us enough to cover the cost of the program. With the tax savings and other benefits, we expect to pay under $10,000 for our daughter to attend Belmont University.”

“As a single mom raising three girls, I was going to use the equity in my home to pay for college. The team showed me a better way that protected my retirement and gave me a path to leave a legacy I never thought possible.”

“I came in with my ‘scam alert’ hat on, but I was impressed from the first call. The onboarding was organized, every meeting gave me a clear next step, and each person I spoke with was a true expert.”

“Why did I not know this existed before now?”

"For a small investment, I’ve experienced a 1,000% return and discovered the most brilliant strategy to pay for college while building real, generational wealth."

“Working with College Funding Secrets just really did give me peace of mind and it was also really nice to know that whatever dollars we were setting aside for college we’re also compounding overtime. So we were actually MAKING money.”

“College Funding Secrets is really just trying to make sure that parents understand that anyone can send their child to college… and the college that they want.”

“The College Funding Secrets plan has given my wife and I peace of mind and security in knowing that we’re going to be able to send both of our kids to college and also be able to retire.”

“I never thought I could keep my college savings and allow it to keep earning interest."

“Having a real plan for college costs gave us peace of mind and freedom we never thought possible.”

“I regret waiting so long to check this out—it's been a total game changer for our family.”

“I was amazed at how simple and beneficial it is—I’m so glad I found this approach.”

Before You Write Another Big Check for College, See Whether Your Tax Bill Can Help Fund the Plan

If your family earns strong income, pays meaningful taxes, and has college costs coming due, this webinar will show you a different way to think about the problem.

You do not have to default to cash, 529s, or retirement savings.

Start with the tax bill. Learn the box-house framework. Then decide whether this strategy belongs in your family’s college funding plan.

🎥 Live Webinar: Wednesday, August 19th @ 7:00 PM ET

👨‍🏫 Host: Lance Morgan, Certified Financial Educator™