Your hub for proactive tax planning across industries and income levels. Explore articles and short videos on entity design, credits, depreciation timing, monthly bookkeeping, controller practices, retirement plan design, capital gains, exit planning, and long‑term wealth strategies.
Curated articles and CPA‑recorded breakdowns to help $1M–$10M operators keep more cash, tighten forecasting, and scale with confidence.
Play videoIf you finish the month with extra profit and don’t know what to do with it, you’ll either let inflation eat it—or spend it emotionally. Here’s the 4‑bucket profit routing system (Tax, Reserves, Growth, Wealth) plus our Profit Routing Calculator + cheat sheet to set your percentages in minutes.
Play videoForming an LLC is easy. Designing it to protect you and cut taxes is the hard part. Here are the six expensive setup mistakes—and the simple three‑point checklist to fix them (including when an S‑Corp election makes sense).
Play videoIt’s rarely a work-ethic problem. It’s profit leaks, wrong advice for your stage, and reacting instead of designing. Here’s a simple system to fix profit, keep more after tax, and convert cash into real net worth.
Play videoThe tax code isn’t punishment—it’s a reward system. Here’s the CPA playbook my clients use to legally keep millions more: hire well, innovate, use real estate and energy incentives, leverage ag, and fix your structure so planning—not guessing—drives your bill.
Play videoA ‘tax strike’ won’t punish the system—it punishes you. Here’s the CPA framework frustrated business owners use to stop overpaying legally: structure, planned spending, timing, and design over tricks.
Play videoThe IRS raised HSA limits for 2026. Here’s a simple, CPA-built playbook to qualify, fund, invest, and use an HSA’s triple tax advantage—so you cut taxes now, grow tax-free, and spend tax-free later.
Fast, visual calculators and a field‑tested guide you can put to work today.
Compare S‑Corp, C‑Corp, and Sole Prop with payroll/SE, corp, and dividend layers side‑by‑side.
See the lower of prior‑year safe harbor and current‑year (90%) to plan quarterly estimates.
Estimate accelerated depreciation and federal tax impact with bonus + MACRS schedules.
Model how monthly profit gets routed into Tax, Reserves, Growth, and Wealth — and see the long‑term outcome.
Every major deduction, entity play, and retirement design in one field‑tested guide.
Our YouTube channel is packed with practical tax‑saving videos with quick tips and detailed walk‑throughs to help you keep more of what you earn. Prefer reading? You can also grab our free 67‑Strategy Tax Guide to see every major deduction, entity play, and retirement design in one concise resource.
Whether you prefer to watch or read, these resources give you actionable, compliant strategies to cut your tax bill and grow wealth year after year.