The Tax Strategy Onboarding Process gives you the exact steps of our implementation process. We go through how we will help set up your business structure, banking, and bookkeeping so you can unlock powerful tax savings. You’ll see your personalized strategies inside Tax Plan IQ, with every deduction documented and ready to implement. By the end, you’ll have a rock-solid foundation to reduce taxes, grow wealth, and confidently move forward with your financial strategy.

This video guides you through the Relaxed Investor approach, using calm imagery like Mykonos, Greece, to inspire clearer financial, relationship, and life decisions. Learn how to align strategy with peace of mind for lasting harmony and success.

This course introduces the Relaxed Investor approach — a framework that blends financial strategy with personal growth. You’ll learn how to invest not only in assets like stocks and real estate but also in discipline, patience, relationships, and self-awareness. By applying this holistic method, you’ll reduce stress, make clearer decisions, and build a legacy that grows with you.

This course teaches relaxed investors how to evaluate opportunities, people, and their own mindset to make confident, stress-free decisions. Learn to assess risk, trust your team, and align investments with your goals, ensuring smarter choices and better outcomes in finance, business, and personal growth.

Learn to identify the best opportunities, partners, and paths while managing risk and emotions. By clarifying goals and facing fears, you’ll make informed decisions that drive success and prevent costly missteps.

The analyze phase focuses on understanding yourself, not just numbers. Build self-awareness to handle wins and losses, manage fear, and strengthen decision-making in investing, business, and relationships while fostering trust with others.

The execution step is about applying your research, evaluation, and analysis. By improving just 1% each day, you build consistent progress in investments, relationships, and personal growth, turning setbacks into opportunities to become a better person, investor, and partner.

Accelerated depreciation lets you deduct the cost of business assets like equipment and vehicles faster, boosting cash flow and reducing taxes. In 2025, you can use bonus depreciation to write off 40% in year one (phasing out soon) or Section 179 expensing to deduct up to $1.25M immediately, asset by asset. The key takeaway: act now while these benefits last, keep records, and work with your tax advisor to choose the best method for your strategy

Not all LLCs are created equal. In this course, you’ll learn the differences between single-member and multi-member LLCs, manager-managed and member-managed structures, and how factors like liability, taxation, and flexibility influence the best choice for your business. By the end, you’ll know which LLC type fits your goals and protects your future.