Course 09 · Tax Planning
The Top 25 Tax Planning Strategies
The twenty-five strategies that carry most real-world planning value, counted down one at a time.
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$59
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What this course covers
The working strategy playbook: the twenty-five strategies that carry most real-world planning value, taught one at a time — client signals, projection effects, tradeoffs, and implementation steps.
The goal is recognition and responsible development: which strategies fit which client, what each is worth, and how to present it without overpromising. Paired with projection fundamentals, this is the core skill set.
What you leave with
A practical core strategy playbook for recognizing and developing tax-planning opportunities responsibly.
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 Countdown Begins: Strategies 25 Through 22
Open the Top 25 countdown with the four specialist plays: qualified small business stock, self-rental, the 1031 exchange, and real estate professional status — rare, narrow doors that carry enormous dollars when they fit.
~20 min
- 02
Retirees, Rentals, and the Household Payroll: Strategies 21 Through 18
Four high-frequency fall-meeting strategies: qualified charitable distributions, the short-term rental loophole, employing a spouse with a §105 medical plan, and tax-loss plus 0%-bracket gain harvesting.
~20 min
- 03
Big Deductions on Demand: Strategies 17 Through 14
Four strategies that create large, controllable deductions: bunching and donor-advised funds with appreciated stock, defined benefit plans, the backdoor Roth, and cost segregation.
~20 min
- 04
Bracket Control: Strategies 13 Through 10
Four strategies that manage which bracket income lands in: the pass-through entity tax election, Roth conversions, income and expense timing, and the Augusta Rule.
~20 min
- 05
The Owner's Benefits Stack: Strategies 9 Through 7
Three owner-side benefits that stack cleanly when the facts fit: vehicle strategy, S-corp owner health insurance, and HSA maximization.
~20 min
- 06
Family and Equipment Playbook: Strategies 6 Through 4
Three high-frequency operating strategies: hiring your children, §179 and bonus depreciation, and accountable plans.
~20 min
- 07
The Entity System: Strategies 3 and 2
The two entity-level strategies that reshape almost every owner plan: QBI maximization and the S-corp election with reasonable compensation.
~15 min
- 08
Retirement Plan Selection: Strategy 1
The number-one strategy on the countdown: choosing and funding the right retirement plan for the owner and the firm.
~15 min
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 10
The Complete Tax Planning Strategy Library
The Next 25 beyond the core Top 25: rarer plays, specialist shelves, and the 2026 personal deduction stack.
Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.