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Owned by Neal

The Tax Strategy Network

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Discover and implement proven tax strategies used by smart owners to legally reduce taxes and keep more of what you earn

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40 contributions to The Tax Strategy Network
Never Misplace a Receipt Again
Something I started working on last night... Be somewhere, get a receipt, snap a picture and text it. On the back end, our system receives the receipt, analyzes it, documents it, and saves it in a ledger tied to the transaction permanently. Instant IRS-proof archive with no manual effort beyond that original text message. This is all part of my AI Auditing thesis. We have to build these systems now to get ahead of the attacks that are coming. I got the bare bones working, but it is still in development. Eventually we will be able to use this type of system for receipts, accountable plan documentation, bank statement processing, and more. I'll keep you updated.
No Navigators Meeting 7/2/26
Had a scheduling conflict come up.
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Real Estate Investors Toolbox Update
New web address: https://reitoolbox.taxsherpa.com/ Fixed some bugs. More updates coming soon!
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Rodrigo knocked out some updates with a quickness. - Edit portfolio properties - Move portfolio cards - Edit posted transactions & see notes
Bookkeeping Buddy Update
Some behind the scenes updates. We migrated the server, but you should not notice any changes. What you will notice is that your password disappeared. We are now using magic links. You put in your email and you get sent a code. 90% of the problems we have had were about passwords. We migrated all the data, so you should not be missing anything. If you are, DM me here on skool. Happy bookkeeping!
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Summit strategy system
I had an idea yesterday to timestamp summit strategy sessions with text messages. In the classroom there is an education module on summit strategy sessions but no implementation module yet. That’s because I’ve been thinking about the best way to implement. And the best answer I’ve come up with is a text based system. This does a few things simultaneously: 1, starts automatically (no willpower or remembering required) 2, creates a verifiable, contemporaneous log through third party time stamps 3, guides the discussion with the framework. 4, makes sure you hit the actionable decision thresholds I think this could be a huge unlock for people
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Neal McSpadden
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6points to level up
@neal-mcspadden-7378
Chief Tax Strategist at Tax Sherpa figuring out ways to defund the government... legally

Active 4h ago
Joined Mar 16, 2026
INTJ
Atlanta, GA
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