Most business owners have one tax strategy: wait for April. By then, the year that created your tax bill is over. This free guide shows you seven legal levers to bring to your advisor this year, in plain English.
Seven levers. Not all of them fit you. Each one comes with who it fits, what to watch for, and the question to bring to your CPA.
When an S-corp election can split profit into a reasonable salary plus distributions, and when it costs more than it saves.
Solo 401(k), cash balance and defined benefit plans built for larger deductible contributions.
A reasonable wage for real work, using their standard deduction, and the payroll rules that come with it.
Up to 14 rental days a year, fair market rent for real business meetings, and the paperwork to back it up.
Depreciation, cost segregation and bonus depreciation, plus what recapture means down the road.
How your S- or C-corp can reimburse home office, mileage and phone the right way.
The December 31 deadlines: equipment placed in service, plan setups, gifts, Roth conversions and income timing.
Seven one-line checks. Two or more and it's worth a conversation with your advisor before December 31.
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You have until December 31 to make most of this year's moves. Live, I'll show you how to plan them so more of what you earn gets redirected, not sent to the IRS. At the end, I'll open founding memberships to Tax Redirect Lab.
The Compliance Trap is believing tax is a once-a-year filing problem. Filing looks backward. Strategy looks forward.
"It was never about making more. It was about keeping what you made."
Six years ago I moved to California with a place for one month. Then I had nowhere to go, so I stayed in an Airbnb. Tax strategy was the turning point.
I played football, and I learned the game is won with strategy. Money works the same way. Today I help self-employed professionals and business owners stop the Leak, the money escaping through structure, not spending, and redirect it toward what they're building.
More than 100,000 people follow along on Instagram. Tax Redirect Lab is where we go deeper.
Many year-end moves have to happen by December 31. I'll walk you through how to plan them live, so you can redirect what you'd otherwise send to the IRS. Your guide comes with a free seat.
The guide shows you the levers. The training shows you how to plan them. Tax Redirect Lab is where we do the work together: step-by-step lessons, tax tools, and a room full of operators who plan forward instead of filing backward.
I'll open founding memberships live at the training on Nov 12. If you want in early, start with the guide. You'll be on the list.
Read it, check the levers that might fit you, and bring that list to your CPA before December 31.
Yes. Enter your details and the guide is sent to your email right away. No credit card.
No, and that’s the point. Each lever shows who it fits and what to watch for. Check the ones that might fit you and bring that list to your CPA.
A free live training on Thursday, Nov 12 at 4 PM PT. I’ll walk through how to plan year-end moves before December 31. Your guide comes with a free seat.
The live Q&A after the training and a copy of the slide deck.
My community on Skool, where we go deeper with lessons and tax tools. I’ll open founding memberships live at the Nov 12 training: $97/month or $600/year for the first 50 members, then the price goes up.
No. Everything here is education only. Every lever has to be set up and reviewed by your advisor. Not a DIY move.
Education only. Not tax, legal, or investment advice. Results vary and aren't typical. Every lever has to be set up and reviewed by your advisor; confirm any move with your CPA.