Course 10 · Tax Planning
The Complete Tax Planning Strategy Library
The Next 25 beyond the core Top 25: rarer plays, specialist shelves, and the 2026 personal deduction stack.
One-time purchase
$39
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What this course covers
The optional advanced library beyond the core Top 25 — the next twenty-five strategies counted down from #50 to #26. Less-common fact patterns, specialist plays, equity compensation, wealth-transfer moves, investor mechanics, staff benefits, the small-business credit stack, distribution-phase planning, and the 2026 personal deduction stack every client will ask about.
Use it as a reference system: recognize the client situation, evaluate whether the strategy is worth developing, and know when to escalate to a specialist instead of owning work outside the firm's lane.
What you leave with
A broader reference system for recognizing, evaluating, and escalating less-common planning opportunities.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
8 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
The Library Opens: Strategies 50 Through 47
Open the Next 25 with the far-shelf plays: oil and gas working interests, farm income averaging, Puerto Rico Act 60 with the foreign earned income exclusion, and promoter-scheme defense.
Coming Soon
- 02
Exits and Deals: Strategies 46 Through 43
Cover the deal shelf: section 1042 ESOP rollovers, Opportunity Zones 2.0, installment sales, and asset-versus-stock sale planning with F-reorg exits.
Coming Soon
- 03
The Equity Compensation Shelf: Strategies 42 Through 39
Teach equity compensation as a planning shelf: 83(b) elections, ISO exercise and AMT, RSU and NSO timing, and net unrealized appreciation.
Coming Soon
- 04
Giving and Legacy: Strategies 38 Through 35
Move from ordinary giving into the legacy shelf: charitable remainder trusts, private foundation versus donor-advised fund, the $15M estate and gift exemption with annual gifting, and the section 121 home-sale exclusion.
Coming Soon
- 05
The Investor Shelf: Strategies 34 Through 32
Handle investor mechanics: passive-activity grouping elections, NIIT reduction planning, and asset location with municipal bonds.
Coming Soon
- 06
Family and Benefits: Strategies 31 Through 29
Cover the two families every owner has: the college and newborn account stack, ICHRA and QSEHRA for staff, and the section 127 education benefit including student-loan assistance.
Coming Soon
- 07
Credits and the Drawdown: Strategies 28 and 27
Teach the small-business credit stack and the distribution-phase shelf: R&D expensing and credit work, plan-startup and auto-enrollment credits, and RMD, IRMAA, and distribution sequencing.
Coming Soon
- 08
The 2026 Personal Deduction Stack: Strategy 26
Close the library with the 2026 personal deduction stack every client will ask about: tips, overtime, seniors, car-loan interest, and the non-itemizer charitable rules.
Coming Soon
Related courses
Course 07
Building a Tax Planning Practice
Design and deploy tax planning as a reliable value-add inside the client relationship.
Course 08
Form 1040 and Tax Projection Fundamentals
Learn the tax return and projection from the ground up, with no prior tax knowledge assumed.
Course 09
The Top 25 Tax Planning Strategies
The twenty-five strategies that carry most real-world planning value, counted down one at a time.
Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.