The money moves your CPA assumes you already know.
Free, straight-to-the-point strategies for real-estate investors and business owners. Every lesson is a one-page guide with the actual tax code behind it — so you can act, then verify. Video walkthroughs coming soon.
Video walkthroughs — coming soon
We're producing fast, phone-friendly video versions of every lesson. The guides are live and free now.
One-page guide
A free PDF cheat sheet — the checklist and the numbers. Print it, take it to your pro.
The real tax code
Every claim links to the primary source (IRS code, regs). Verify before you rely on it.
The library
New strategies drop regularly. Here's what's live.
The 1031 Exchange
Sold a rental? Defer the capital-gains tax when you reinvest - the two deadlines and one worked number.
Read the guide →The Augusta Rule
Rent your home to your business up to 14 days a year - tax-free to you, deductible to the business.
Read the guide →The Solo 401(k)
The self-employed retirement account that lets you invest in real estate and private deals - with huge contribution limits.
Read the guide →Entity Structures & ROBS
LLC, S-corp, C-corp - which one actually fits how you make money, and how ROBS funds a business from retirement money.
Read the guide →Private Money Lending
Be the bank. How investors earn secured, real-estate-backed returns lending to other people’s deals.
Read the guide →The Roth IRA
Pay tax once, then never again. How to build a pot of money that grows and comes out completely tax-free.
Read the guide →HSA Strategy: Deductible In, Tax-Free Out
The only account with a triple tax advantage - deductible in, tax-free growth, tax-free out for medical.
Read the guide →The Accountable Plan
The right way for your business to reimburse you for home office, mileage, and more - deductible to the business, tax-free to you.
Read the guide →Hiring Your Kids
Move money to your kids tax-free, get a business deduction for the wages, and start their retirement accounts early.
Read the guide →Cash Balance Plans
The high-income shelter stacked on top of a 401(k) that can shelter six figures a year for established owners.
Read the guide →Family Banking
Policy loans, family trusts, and becoming the source of your family’s credit - the mechanics, honestly explained.
Read the guide →Multifamily Real Estate
Why 2-4 unit and apartment deals compound wealth differently - cash flow, forced appreciation, and the tax wrapper.
Read the guide →The Tax Architect Approach
Stop doing taxes once a year. The year-round operating system of a well-run business.
Read the guide →Asset Protection
Layered defense for what you own - entities, insurance, and the quiet paperwork that deters lawsuits.
Read the guide →The HRA
Reimbursing employees (including yourself) for medical costs through the business - pre-tax by design.
Read the guide →The 529 Savings Plan
Education money that grows tax-free - and the rules most families never hear about.
Read the guide →Equipment Leasing
Buy, lease, or finance the machines your business needs - the cash, tax, and balance-sheet math.
Read the guide →Private Family Foundations
Charitable capital with your family’s name on it - the control, the deductions, and the honest costs.
Read the guide →The Self-Directed IRA
Retirement money invested in real estate, private notes, and companies - what is allowed and what blows up accounts.
Read the guide →Small-Dollar Investing
Starting from almost nothing - the boring mechanics that make the first $10k compound.
Read the guide →Precious Metals
Gold and silver in a portfolio - the honest role, the tax treatment, and the collectible trap.
Read the guide →Crypto for Investors
Digital assets with real tax plumbing - cost basis, wash-sale gaps, and the records that keep you safe.
Read the guide →Hedge Fund Strategies
What funds actually charge, what the fee math does to returns, and when access is worth it.
Read the guide →Preparing to Exit Your Business
The 3-5 year pre-sale sprint that changes the multiple - clean books, transferable value, and the tax exit ramp.
Read the guide →Buying a Business
The other way in: acquire cash flow instead of building it - diligence, structure, and the SBA route.
Read the guide →Increase Your Business Value
The levers an acquirer pays for - recurring revenue, margins, delegation, and records.
Read the guide →Run a Family Office
You do not need $500M to run your family like one - the operating model scaled down honestly.
Read the guide →Family Constitutions
The document that keeps family wealth from eating family relationships - written governance for the next generation.
Read the guide →Financial EQ
The behavioral half of money - the biases and conversations that quietly cost more than any fee.
Read the guide →Leadership for Owners
Running the company instead of the company running you - delegation, cadence, and the owner’s calendar.
Read the guide →Veteran Field Manuals
The 2026 numbers every veteran should know cold — VA disability pay, TSP limits, and property-tax exemptions — each with the source behind every figure.
VA Disability Ratings: The 5% Math Behind the 2026 Pay
What each rating actually pays this year, the 5% math nobody explains, and the child/spouse add-ons.
Read the numbers →Max Out Your TSP in 2026: Catch-Ups and the Military Bucket
The $24,500 limit, the catch-ups, and how uniformed/military members can hit both buckets.
Read the numbers →Filing the Disabled-Veteran Property Tax Exemption
State-by-state reality: total exemptions, dollar-amount tiers, and how to actually file.
Read the numbers →Built for people who actually own things.
If you own rentals, run a business, or have a side hustle, the tax code has moves in it that are written for you. Most people never learn them. That's what this is.
- • Real-estate investors — rentals, multifamily, flips
- • Business owners and the self-employed
- • Anyone with a side business and a W-2
- • People who'd rather understand it than be sold it
The All-Access Field Guide — all 30 strategies, one pack.
Every money-strategy field guide in one download — the 1031, the Augusta Rule, Solo 401(k), asset protection, entity structures, and 25 more. Lifetime access. Education, not tax advice.
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