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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3
Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting.  Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes.  He has done this by using little known tax and investment strategies many other advisors overlook.

As the founder of The Prosperity Guy, Dave now spends his time educating thousands of professional advisors on how they can get themselves, and their clients, to the zero percent tax bracket and transform their retirement.

About Us: The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.

Upcoming Live Webinars

THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT

Available Date(s)
Wednesday, October 28, 2020: 10:00AM EDT
Wednesday, November 11, 2020: 3:00PM EST
Wednesday, December 02, 2020: 5:00PM EST
Thursday, December 17, 2020: 10:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other     This webinar was previously titled: HOW TO RETIRE FREE: A 3 BUCKET SYSTEM 

THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER

Available Date(s)
Thursday, October 29, 2020: 4:00PM EDT
Friday, November 13, 2020: 10:00AM EST
Tuesday, December 15, 2020: 4:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

MEDICARE IN A NUTSHELL

Available Date(s)
Friday, October 30, 2020: 11:00AM EDT
Monday, November 16, 2020: 5:00PM EST
Friday, December 18, 2020: 10:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

Available Date(s)
Monday, November 02, 2020: 4:00PM EST
Monday, November 16, 2020: 11:00AM EST
Monday, December 28, 2020: 10:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL

Available Date(s)
Wednesday, November 04, 2020: 9:00AM EST
Wednesday, November 18, 2020: 10:00AM EST
Thursday, December 03, 2020: 10:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

UNDERSTANDING REVERSE MORTGAGES

Available Date(s)
Friday, November 06, 2020: 9:00AM EST
Monday, November 30, 2020: 11:00AM EST
Monday, December 28, 2020: 4:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other, Real Estate Professional      

SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS

Available Date(s)
Friday, November 06, 2020: 10:00AM EST
Monday, December 07, 2020: 4:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

GETTING SAFELY HOME IN RETIREMENT: OVERCOMING 8 RISKS FACING YOUR RETIREMENT

Available Date(s)
Tuesday, November 10, 2020: 10:00AM EST
Monday, November 30, 2020: 4:00PM EST
Monday, December 14, 2020: 4:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

SOCIAL SECURITY: A COMPLETE OVERVIEW OF THE PROGRAM & BENEFITS

Available Date(s)
Tuesday, November 17, 2020: 11:00AM EST
Monday, December 14, 2020: 10:00AM EST

Cost$40.00  CPE Credits2.0 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET

Available Date(s)
Monday, December 07, 2020: 11:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     This course was previously titled: Puerto Rico Act 20/Act 22: The Unbelievable New Tax Strategy 

Self-Study CPE Offered

PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET

Date OfferedJuly 6, 2020  Cost$10.00  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

Archived Webinars Offered

GETTING SAFELY HOME IN RETIREMENT: OVERCOMING 8 RISKS FACING YOUR RETIREMENT

Date RecordedOctober 27, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL

Date RecordedOctober 22, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

Date RecordedOctober 20, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER

Date RecordedOctober 16, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT

Date RecordedOctober 13, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS

Date RecordedOctober 9, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

UNDERSTANDING REVERSE MORTGAGES

Date RecordedOctober 7, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other, Real Estate Professional    

MEDICARE IN A NUTSHELL

Date RecordedSeptember 30, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

FINANCIAL FREEDOM WITHOUT EATING JUST RICE AND BEANS

Date RecordedOctober 3, 2019  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other