What You'll Learn

  • Keep More of What You're Making Currently

    Keeping more of what you make should always be a priority, but is important now more than ever. It is critical that you take advantage of every money-saving opportunity available to you, and an innovative tax strategy is a great place to start.

  • Reduce Your Tax Liability

    In the ever-evolving landscape of tax legislation, the total amount of tax you’re responsible for paying can vary from year-to-year. You want to be sure you’re not paying the IRS any more than you’re required to. And by making the right entity selection and taking advantage of things like Qualified Business Income Deduction, Home Office Deduction, and hiring family, you will reduce your tax liability.

  • Do it Legally

    None of this is rocket science. My tax strategy is easy to learn and apply within your own business. With the tools and resources provided in this course, you will have everything you need to work effectively with your CPA—or on your own—so you can keep more of what you make without any risk.

Course curriculum

  • 1

    Introduction

    • How To Use This Course
  • 2

    Failing To Plan

    • Consequences Of Not Planning and is planning legal

    • How To Work Effectively With Your CPA
  • 3

    Entity Selection

    • The Myth

    • LLC

    • S Corporation
  • 4

    Qualified Business Income Deduction

    • QBI

    • Specified Service Income

    • Limiting factors
  • 5

    Missing the Home Office Deduction

    • Home Office Rules

    • The benefits

    • The Extras-Home Athletic Facilty/Auto

    • Accountable Expense Reimbursement Plan.PDF
  • 6

    Hiring your Family

    • The Rules for hiring family

    • The Spouse

    • The Kids

    • Hire Your Kids.PDF

    • Sample Employment Agreement.PDF

    • W4.PDF

    • Weekly Timesheet Example.PDF

Instructor

Craig Cody

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.

Don't Wait to Start Planning

With the right tax strategy in place, you will keep more of what you make.

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