I just uploaded the module on the education portion of the Summit Strategy Sessions. A lot of people have heard about this strategy under different names: - the Master's Strategy - the Augusta Rule - a 280A Strategy All of these are referring to the same thing. The Tax Sherpa version is the Summit Strategy Sessions because the two things that people screw up on this strategy all the time are: 1. Picking the right number for creating the tax deduction 2. Creating an actual business-related activity that enables the deduction for the operating business The Summit Strategy Sessions handles both of those and creates a defensible framework for running your business better. https://www.skool.com/tax-strategy-network/classroom/a284be55?md=37f88ac0851249e08f7d469c94570d9a

If you've been through the Accountable Plan Education module and thought, "Okay, now how do I actually DO this in my business?" — this one's for you. Note: this is for Premier Navigators or VIP clients The Implementation module just dropped. It's 19 pages of step-by-step playbook covering: - The 4-gate qualification check (before you spend a dollar setting this up) - Setting up your executive suite the right way — and the square footage trick most people miss - Adopting the written plan (includes an AI prompt you can use to draft your own) - Building your monthly expense profile across home, vehicle, travel, tech, and pro dev - Using the TaxSherpa Accountable Plan Calculator - The 60-day substantiation rule and how to build a monthly cadence that won't break - Bookkeeping + journal entries so your CPA doesn't have to guess what you did - The personal credit card points-to-profit strategy - Year-end true-up, audit-readiness folders, and the 4 red flags that blow the whole thing up Bottom line: if you run an S-Corp or LLC taxed as one and you have a qualifying home office, this module shows you exactly how to turn personal mixed-use spending into legitimate, documented, audit-proof reimbursements — month after month. Head to the Classroom → Accountable Plan Implementation to get started. https://www.skool.com/tax-strategy-network/classroom/3e72b757?md=3b5def674a734f0da01f6e8dcc69ca26 Drop questions in the comments or tag me if something needs clarifying. 👊

I just uploaded a module in the classroom on the executive suite and how to use accountable plans under Section 1.62-2 to capture personal expenses that have a business connection in the company layer for additional deductions. This is one of those plans, like the disaster relief plan and possibly a Section 127 plan for educational assistance, that really every company should have in its arsenal. https://www.skool.com/tax-strategy-network/classroom/1e5147e6?md=fdf8899157c24d0ab1e43a5212550a93

In what is one of the most important strategies when it comes to tax optimization, I've put together the module on S-Corp optimization. In general the approaches to tax planning go through a couple of different stages: 1. Entity selection. We want to make sure that the right income is in the right types of vehicles in the first place. 2. Deduction maximization. We want to prevent as much net income as possible from occurring in the first place. 3. Optimizing the remainder. That's what this module is about. It's after we're already in an S-Corp, which is going to be the right choice for a lot of people, and after we've applied all of our deduction strategies, like we covered in the Trump accounts, the disaster plans, the accountable plans, and the summit strategy sessions. All those are different deduction strategies and they are there to reduce the net income that is subject to optimization. First and then we get into wages, profits, retirement contributions, and QBI optimizations, and that's what the S-Corp optimization module goes over. Check it out: https://www.skool.com/tax-strategy-network/classroom/a7125fb6?md=fca3ddf161f04745aff90359fc2fe300

You'll see 2 new modules in the classroom: - The Secret Engine: The Family Management Company - Implementation - FMC Assets Based on the limitations in the skool platform I decided to break these up into two modules. The core strategy is available to everyone for free. The implementation checklists and other assets are available to premium and VIP members. I want to go back and revise the other modules into this split format as well so that the maximum number of people can get the strategy information.