Keeping our community on the cutting edge of tax, business and more
We produce weekly content for both the general public as well as more exclusive content for our client community. Our focus is on fresh tax strategies, relevant law changes and business opportunities.
Founders Under Pressure QSBS Part III
In this Founders Under Pressure clip, John breaks down one of the biggest misconceptions around Qualified Small Business Stock (QSBS): founders hear about the potential tax-free capital gains exclusion, but many never realize certain industries are excluded entirely.
1031 Exchange Alternatives: How Real Estate Investors Reduce Capital Gains Taxes (US Tax Strategy)
Most investors rely on a 1031 exchange to defer capital gains taxes… but it’s not always the most flexible option. In this clip, we break down why traditional 1031 exchanges can limit your strategy — and how tools like cost segregation can still help reduce tax exposure, even after a property is sold. If you’re a real estate investor or business owner, understanding these alternatives can make a significant difference in your long-term returns.
Weekly Content
Your Tax Strategy Needs Fixing
September 19, 2025
Most people pay estimated taxes wrong. Here’s the fix: AGI under $150K? Pay 100% of last year’s tax (split quarterly) AGI over $150K? Pay 110% instead That avoids IRS penalties—but doesn’t guarantee you won’t owe more. If you’re an S Corp owner, boost W-2 withholding to simplify your tax life. Want a penalty-free tax plan that works for your income? Subscribe and reach out now.
The 183-Day Myth Busted
September 19, 2025
What really matters is Nexus—and you could owe taxes in multiple states without even knowing it. Remote employees, inventory, or just $100K in sales can trigger filing requirements. Post-COVID, this catches many off guard. Want to avoid penalties and overpaying? Get ahead of multi-state tax.
Dave Ramsey Rejects $1 Billion?
May 16, 2025
Anomaly's take on rejecting $1 billion
Why take a $0 Salary?
December 19, 2024
A dive into Billionaires $0 Salary
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