Tax Planning Articles
Proactive strategies to legally minimize your tax burden and keep more of what you earn.
You formed the LLC. You didn't fix the tax bill.
Having an LLC doesn't reduce your taxes. The S-Corp election does. Here's what the difference actually looks like — and how to find the salary
Filing your taxes in April is a mistake
Extensions aren't procrastination. They're strategy. Here's the tax calendar every S-corp owner needs to understand.
Stop Leaving Thousands on the Table Every April.
6 weeks until April 15th. Here's what smart business owners do before they file — entity structure, QBI, extensions, and deductions most CPAs m
The 248% Tax Rate Nobody Talks About
Your tax bracket isn't your real marginal rate. Hidden cliffs in the tax code can turn $1 of income into $2.48 of cost. Here's where they hide.
The tax framework that saved my client $15 million
The tax framework wealthy people use: AVOID, DEFER, MINIMIZE. Learn the three strategies that save business owners millions.
New Year, New You: Stop Getting Surprised By Your Tax Bill
Three January moves that eliminate tax surprises. Build systems that save thousands instead of scrambling in March.
The January Move That Beats Any New Year's Resolution
From hobby to real business in 30 days. The January foundation moves that unlock $25K+ in annual savings.
How to control your tax rate in retirement (starting now)
Tax diversification matters more than asset allocation for retirement. Learn how to split savings across taxable, Roth, & deferred accounts.
The year-end tax checklist that saves $10K+
Three December 31st deadlines that save $10K-$25K. Your year-end tax checklist: Seven actionable steps to take to save thousands.
Donate $100K to charity. Your true cost? $63K.
Turn $100K of charitable giving into $63K out of pocket. Learn the tax strategy that helps you give more while the IRS collects less.
Stop thinking about taxes one year at a time. Do this instead.
The $200K mistake hiding in conventional tax advice. How to think about taxes over 30+ years instead of just 12 months.
The year-end tax conversation that can't wait until December
Five year-end tax strategies you need to act on now. Entity structure, salary optimization, retirement planning, and more—before it's too late.
5 Low-ROH Money Moves That Waste Your Time
Successful people don't only think in terms of ROI (Return on Investment) but also ROH (Return on Hassle).
Fix Your Tax Strategy Before Year-End
Stop scrambling in April. The quarterly tax planning rhythm that saves successful business owners $15,000-$50,000 every year. Start now.
The Permanent QBI Deduction (And How to Unlock Every Dollar)
The QBI deduction is now permanent. One bonus payroll before Dec 31st could unlock $30K-$50K in tax savings. Here's the exact math & timeline.
Why the $5/sq ft method doesn't work — and what does
The $5/sq ft simplified home office method doesn't work for S-Corps. Here's the accountable plan structure worth $2,500–$8,000+ annually...
Subscribe to The General Ledger
Join thousands of business owners, investors, & advisors who already read The General Ledger weekly.