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Navigators Call Archive
Dive into the Navigator’s Call Archive for on‑demand access to recorded calls, live Q&A, and case studies.
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Trump Account - Section 530A & Section 128 Plans
Get a $2500 deduction for funding you child's future with a Trump account - but only if you do it in the right way.
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Tax-Free Disaster Relief for Business Owners
Create tax-free payments covering your disaster-related expenses using Section 139. In this training, you’ll learn how to legally move money from your business to yourself without triggering income or payroll taxes, what qualifies as “reasonable,” and how to document it properly—so you’re ready to act the moment a federally declared disaster hits.
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C-Corporation Strategies
A comprehensive course on leveraging C-Corporation structures for capital retention, tax-efficient compounding, and the Section 1202 QSBS exit strategy.
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Section 127 Educational Assistance Plan
This course walks Tax Sherpa clients through the Section 127 Educational Assistance Plan — what it is, why it matters, and exactly how to operate it inside your business month after month. Whether you're covering tuition for yourself, a spouse through a partnership structure, or an employee's student loans, this is your playbook.
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The Secret Engine: The Family Management Company
Turn your kids' expenses into tax-free wealth generation assets
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Implementation - FMC Assets
This is the operational layer for the Family Management Company strategy. It contains the step-by-step implementation checklist, AI prompts, templates, and documentation guides you need to set up and run your FMC correctly. If you haven't reviewed the strategy education course yet, start there first.
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