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Coffee break with Neal is happening in 20 hours
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AI Auditing: the most important coffee break I've ever done.
Today's coffee break livestream was a bit different than what I had planned. I had a whole different show prepared, and then last night, as I was lying in bed, this thought struck me. AI systems are going to be issuing audit notices in the very near future. And we have to build our own AI defense systems starting now. It's way too much for a skool post so go and check out the blog post on the TaxSherpa.com site. Forewarned is forearmed. https://taxsherpa.com/post/audit-by-ai-the-future
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Welcome to The Tax Strategy Network!
You’re in the right place if you want to legally reduce taxes, keep more of what you earn, and have ongoing support as you actually implement strategies in real life.​ How the community is structured We keep things simple with three levels so you always know what you have access to and where to go next.​ - Free Forever (everyone starts here) – This is the open community where you can join discussions, see updates, and get a feel for how we think about tax strategy for business owners.​ - Navigators (labeled “Premium” in Skool) – This is for people who want access to all of the tools, trainings, and resources I’ve created (and will create) to help you design and implement tax strategies on your own.​ - VIP Tax Plans (labeled “VIP” in Skool) – These are clients who have purchased a custom tax plan; they get everything in the lower levels plus classroom resources built specifically to help operate the strategies in their plan throughout the year.​ What Navigators get If you’re in the Navigators level, you unlock the full Classroom, all current and future trainings, and our weekly live call.​ - Weekly Navigators Call: Thursdays at 3 p.m. Eastern (already on the Skool calendar).​ - Deep-dive trainings on specific strategies, tools walkthroughs, and implementation guidance so you can confidently apply what you’re learning.​ What VIP Tax Plan clients get If you’re in the VIP level, you have a personalized tax plan that lays out the math, what to do, and how to do it.​ - The Classroom includes step-by-step resources tailored to operating the strategies in your plan—things like accountable reimbursement workflows and other “how do I actually do this?” guides.​ - As life and business happen during the year, you can refer back to these resources to make sure each strategy is set up and executed correctly.​ Your first action: Coffee Break with Neal No matter what level you’re in, the best way to plug in is to add our weekly Coffee Break with Neal to your calendar.​
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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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The Tax Strategy Network
skool.com/tax-strategy-network
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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