Resources — The Member Vault
Resources — The Member Vault
A single home for every Tax Sherpa tool, calculator, course, live call, and template available to members of the Tax Strategy Network. Bookmark this module — when you can't remember "where was that thing?", start here. 🆓 = Free for everyone 🔒 = Premium / VIP members only
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Navigators Call Archive
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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
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
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
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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
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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
The Secret Engine: The Family Management Company
Turn your kids' expenses into tax-free wealth generation assets
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Implementation - FMC 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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FBAR & FATCA Navigator — International Compliance
FBAR & FATCA Navigator — International Compliance
If you hold foreign bank accounts, offshore investments, or international real estate, you're inside a compliance web most people don't fully understand. This module breaks down two parallel reporting systems, FBAR and FATCA, so you know exactly what triggers each one, how to calculate your thresholds, what happens if you mess up, and how to get back into compliance if you're behind. No tax is owed just in these forms, But penalties for not filing are among the most aggressive in the code.
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The S-Corp Optimization Blueprint
The S-Corp Optimization Blueprint
This module covers the final optimization layer of your S-Corp strategy — the precise calibration of salary, reasonable compensation, retirement contributions, and QBI deductions that happens after entity selection and deduction strategies are already in place. This is Phase 1 (Definitions) and Phase 2 (Mechanics) for high-revenue operators. Master these components and you're looking at tens — sometimes hundreds — of thousands in tax savings.
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The Executive Suite - Sec 1.62-2 Accountable Plans
The Executive Suite - Sec 1.62-2 Accountable Plans
Every dollar you spend out of pocket on your business without the right legal framework costs you twice: once for the expense and again in taxes. The Accountable Plan is the IRS-approved mechanism that stops that leak. This module gives you the complete conceptual and legal foundation: what an Accountable Plan is, the three pillars it stands on, the Executive Suite strategy that unlocks home-based deductions, what you can reimburse, how the math works, and the guardrails to keep it audit-proof.
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Implementation - Accountable Plans
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Implementation - Accountable Plans
These are the steps to actually implement the Accountable Plan in your business and capture additional deductions at the entity level and reduce your tax footprint.
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Summit Strategy Sessions: The Education Module
Summit Strategy Sessions: The Education Module
This module is the education half of the Summit Strategy. It covers what the Augusta Rule (IRC §280A(g)) actually is, how it works, who can use it, and what the IRS requires you to document. By the end, you'll understand the statute, the math, the four non-negotiable rules, and the structured monthly management review that turns this into a real, defensible business deduction.
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