Yes, But... The Ultimate Tax Planning Masterclass
Includes Personal & Business Tax Planning Strategies
“The hardest thing in the world to understand is the income tax.”
Albert Einstein
Most people complain about taxes. Few people actually do anything about it. Taxes will likely be your largest expense over your lifetime. Wouldn’t you like to pay less?
The truth is that the U.S. Tax Code offers hundreds of ways to save money on your taxes, especially if you fall into one of the government’s “favorite child” statuses: Small Business Owner and/or Real Estate Investor. The Tax Code is quite favorable to people in these categories, but there are multiple ways for everyone to pay less, BUT you must PLAN. You can’t show up in April with your W2 and 1099s and expect to save any money. Your tax pro could be a genius, but there’s just not much they can do after the fact.
Tax PREPARATION is simply preparing a report of what has already happened. It’s months after the fact. It’s REACTIVE. For the most part, the Tax Code doesn’t let us rewrite history (although you may still have a few options). Tax PLANNING is PROACTIVE. With knowledge, you can make financial choices throughout the year that will benefit you when you’re ready to prepare and file your tax return.
Yes, But…
In this Ebook and Masterclass, I will introduce you to a variety of Tax Planning options that can save you thousands of dollars. Not all of them will be appropriate for you. Some of them will not be appealing to you. But many of them will fit your needs and help you save money. When people ask me “Is this deductible?” “Can I write this off?” “Will this save me some money?” My answer is almost always “Yes, but…”
The Tax Code can be quite generous, but every strategy has its own persnickety rules to follow. Don’t cross all your Ts, and the IRS could disallow your deductions and send you a bill. So, whichever strategies you choose to adopt, make sure that you get ALL the details. I will get you started here, but some of them you might need to do a little extra work, including reaching out to a Tax Pro, Financial Advisor, or Attorney. Most strategies can truly be D.I.Y., if you do your research and you’re sure you’re following the rules.
You don’t pay taxes–they take taxes.” Chris Rock
Course Curriculum
Deb Evans
Deb Evans is an Enrolled Agent, a federally-licensed tax professional, and a Certified Financial Coach and Business Coach.
