Three January moves that eliminate tax surprises. Build systems that save thousands instead of scrambling in March.
From hobby to real business in 30 days. The January foundation moves that unlock $25K+ in annual savings.
Good bookkeeping enables advanced tax strategies that save thousands. What to look for and why clean books are your foundation.
Learn the safe harbor rule that saves business owners $7K+ in underpayment penalties on quarterly tax estimates. Eliminate penalties forever.
Tax diversification matters more than asset allocation for retirement. Learn how to split savings across taxable, Roth, & deferred accounts.
S-Corp salary isn't set-it-and-forget-it. As profit grows, your optimal number changes. Find your optimal number before the year-end deadline.
The foundation of tax savings: entity structure done right saves $15K+ annually. Here's how to calculate your savings before year-end 2025.
Three December 31st deadlines that save $10K-$25K. Your year-end tax checklist: Seven actionable steps to take to save thousands.
Congress made 100% bonus depreciation permanent. If you own investment real estate worth $500K+, here's how to write off up to 30% in year one.
Five year-end tax strategies you need to act on now. Entity structure, salary optimization, retirement planning, and more—before it's too late.
The $200K mistake hiding in conventional tax advice. How to think about taxes over 30+ years instead of just 12 months.
Turn $100K of charitable giving into $63K out of pocket. Learn the tax strategy that helps you give more while the IRS collects less.
The QBI deduction is now permanent. One bonus payroll before Dec 31st could unlock $30K-$50K in tax savings. Here's the exact math & timeline.
Stop scrambling in April. The quarterly tax planning rhythm that saves successful business owners $15,000-$50,000 every year. Start now.
The right tools give you massive leverage. The wrong ones just create overhead. Here are the tools I use every day.
Missed deductions, IRS penalties, bad decisions… it all starts with sloppy books
Successful people don't only think in terms of ROI (Return on Investment) but also ROH (Return on Hassle).
Generate cash and tax income from service business. Generate cash and tax loss from real estate (as a pro). End up with all cash and no tax.
The ink is dry, the fireworks have faded, and now the real work begins. After all the drama in the Senate and House, the One Big Beautiful Bill
