Just landed in Phoenix for a workshop on leverage. Catch up with you on next weeks navigators and coffee break

Most business owners can tell me their revenue. Almost none can tell me which stage they're actually in — Basecamp, Ascent, or Summit — without me pulling their P&L apart by hand. That's what ClearPath Mapper does now, on your own. Upload a P&L export (CSV or PDF). It maps every line into the ClearPath framework — Revenue, COGS, Fulfillment, Systems, People — and hands you back a stoplight scorecard: what's solid, what's bleeding, and which Basecamp benchmark you're missing. It's live, but it's beta. Expect rough edges. If you hit one, tell me — that's exactly the feedback that turns this into something I hand to the whole list with confidence. On cost: this becomes a paid tool eventually — running your data through it costs real money on my end, it won't stay free forever. Right now, in beta, it's free. And once pricing lands, Navigators and VIPs get it included, same as everything else I build. Try it: clearpathmap.taxsherpa.com — or read how it works first at clearpath.taxsherpa.com Drop your results, questions, or bugs in the comments. That's the fastest way to get this ready for everyone else.

The Wealth Climb Framework is now in the Classroom, free for every member of the Tax Strategy Network. It's the whole framework I walked through on the livestream, cut into 21 short lessons (3 to 17 minutes each), so you can take it one piece at a time instead of sitting through 2.6 hours. The idea is simple: begin with the end in mind, and work backward from there. - Base Camp (Build): design a business around the owner profit you actually want to take out of it, then check the real business against the design. - Ascent (Keep): keep what you make. Tax strategy is the fastest lever, and it works in an order. - Summit (Grow): decide what your wealth is for, and pick an approach that fits who you are. Every lesson has: - the video clip - a written page with the key points - a transcript you can download - a link to the tool I show in that lesson, where there is one At the end there's a Climb Checklist that turns the lessons into steps, and a Resources page with the map, the tools and the guidelines in one place. If you only do one thing, finish with the last lesson: open the Wealth Climb tool and find out where you are on the mountain. Start here: https://www.skool.com/tax-strategy-network/classroom/abd5f53c This is version one, the culmination of the last 25 years of me working on this stuff. If you have feedback, tell me in the comments. Which lesson helped most, and what's missing? And tell me where you are on the mountain: Base Camp, Ascent or Summit?

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.​

Those "settle your tax debt for pennies on the dollar" ads keep showing up in my feed, and they keep making me furious. So today's Coffee Break is a teardown. Live at 3pm Eastern today. The pitch sells an outcome. The IRS runs a process. Nobody can quote you a solution before they know where you actually stand, and any company that prices you on the first call is selling, not diagnosing. What this episode covers: - What "Fresh Start" really means (there's no application, it's shorthand for four ordinary tools) - Step 1: Where are you? Transcripts, notices, and what was actually filed - Step 2: Get compliant. Why missing returns come before every option - Step 3: The options ladder. Pay in full, partial payment, installment agreement, offer in compromise, currently not collectible - What the offer in compromise numbers actually say (spoiler: "pennies on the dollar" isn't a base rate) - What pauses the IRS's 10-year collection clock, and why waiting it out is a bad trade - Step 4: Check as you go - A quick checklist for spotting a bad resolution firm Who should watch this: - Anyone with IRS debt, unfiled returns, or a notice they haven't dealt with - Anyone who has seen one of these ads and wondered if it's real - Tax pros and bookkeepers who want a clean way to explain the options ladder to clients Come with questions. If you have a notice in hand, bring it to the chat. Please don't post transcripts or personal details in the group. Describe the situation in general terms. Also: I'm building a tool that reads the IRS account transcript you download and explains the codes in plain English. Everyone who joins the waitlist gets notified the day it's ready. Link is in the video description and I'll show the QR code on screen. Watch on YouTube Grab your coffee.