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 videoThinking of starting a small business just to get write‑offs? Use this CPA’s no‑regrets playbook: 3 rules, 2 napkin calculations, and a 4‑week test to know if business ownership helps you—or drains you.
Play videoUse these 10 legitimate year‑end tax moves before December 31 to keep more of what you earn—plus exactly what proof to keep so the IRS stays happy.
Play videoOne missed date can trigger three penalties. Here are the seven IRS deadlines every business owner must hit—plus two simple ways to set quarterly estimates so you never guess again.
Play videoIf your business has passed $1M, leaks in taxes, structure, and cash strategy could be costing you $100K+ a year. Here’s how to stop the bleeding and scale strategically.
Play videoPast $1M in revenue, bookkeeping alone won’t protect your profits. Learn why 7-figure businesses need a proactive CPA tax strategy and controller to save $50K–$100K+ every year.
Play videoIf your business is over $1M, relying on a bookkeeper alone could be costing you $50K–$100K+ every year. Learn the difference between bookkeepers, CPAs, and outsourced controllers — and how to build the right team.
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.
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.