The Foundations · Build to last

Tax Strategy

Use the tax rules on purpose, ahead of time. Leave with a planning calendar for your own year and two or three strategies you can name, weigh, and ask your accountant for by name.

120 minutes · live, small group

What we'll cover

• Recording what happened versus planning what's next, and why one call a year with your accountant is a symptom
• The planning calendar: what gets decided in Q1, in Q3, and what's already too late by December
• Revisiting the S-corp election as profit grows
• Salary versus distributions, and where the reasonable-salary line actually sits
• SEP, solo 401(k) and defined benefit plans as tax strategy, and the profit each one needs
• Buying equipment and vehicles on purpose: depreciation, and a deduction versus a good decision
• What a planning engagement involves and costs, and how to tell whether you're ready

What you'll walk out with

A planning calendar for your own year, the strategies covered with the profit level each one needs, and questions to take to whoever files your return.

Know before you go

Real profit and real payroll. Below a certain profit most of these strategies cost more to run than they save, and you'll leave knowing whether you're there yet.

Dates for this class aren't set yet. Join the waitlist and you'll hear the day it opens.

Educational only — not tax advice for your situation. Confirm any strategy with your own CPA.