The Business Owner's Guide to Saving $165K+ in Taxes.
Eight pages. Plain English. Real numbers. Read it in under ten minutes - and walk into your next CPA conversation knowing what to ask for.
What a standard 401(k) lets a business owner contribute.
What a properly structured Defined Benefit plan allows.
That gap is the entire reason this guide exists.
Eight chapters. One coordinated plan.
Why the standard playbook caps out at $24,500.
The Defined Benefit plan most CPAs never mention.
Layering a 401(h) for tax-free retirement medical.
Cost segregation for owner-occupied real estate.
Charitable Remainder Trusts for concentrated stock.
How these strategies stack into a single coordinated plan.
What to ask your current CPA on Monday morning.
When (and when not) to bring in a strategist.
Written for owners who have already outgrown the standard advice.
Business owners with $1M+ revenue
S-Corps, professional practices, and founder-led companies where personal compensation is the leverage point.
Professionals nearing a liquidity event
Concentrated stock, an imminent sale, or a real-estate disposition - any moment where the bill arrives.
Households over the $400K AGI mark
Where the marginal federal rate makes coordinated tax design materially more valuable than basic deferral.
Download the guide.
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This guide is for educational purposes only. It is not legal, tax, or investment advice. Illustrative figures depend on plan design, ownership structure, employee census, and individual circumstances. Consult your own qualified CPA, attorney, and financial advisor before acting on anything inside.