Tax Strategy for Operators
For operators making real money, hiding behind a CPA who is not optimizing.
Course material drafted and in production. Active members get access on day one of the public launch. Pre-order pricing locks in the current rate.
The ROI
Saves the typical $200K+ operator $20K to $80K per year in legal, defensible tax reduction. Year-one impact is 10x to 40x the course price for engaged students.
What you get
- 8 lesson videos with worked examples
- Tax strategy worksheet (Google Sheets)
- Cost segregation provider directory
- Sample annual tax plan template
- Quarterly live cohort call with CPAs
- Permanent access to updates
Length: 8 lessons, ~150 minutes core video plus case studies
Level: Operator and Architect.
Lesson breakdown
- 1. The Operator's Tax Position: Why W2 advice fails business owners
- 2. Entity Structure: S-corp election timing, LLC layering, when to incorporate
- 3. Cost Segregation: 5x to 20x year-one ROI on properties $500K+
- 4. Section 179, Bonus Depreciation, and the Vehicle Math
- 5. Retirement Plans for Business Owners (Solo 401k, SEP, defined benefit)
- 6. Tax-Loss Harvesting and Strategic Loss Triggering
- 7. State and Local Tax Strategy (residency, NEXUS, jurisdiction shopping)
- 8. Building Your Tax Team and the Annual Tax Plan Conversation
Stack it
If this Power Course resonates, you almost certainly want at least one of the others. Check the full Power Course catalog and the three curated bundles. Or, if you want all 8, the Architect tier includes every Power Course free along with the blueprint, the coaching, and the kit.
Buy the course
Square checkout for this Power Course goes live with the public launch. If you are reading this in pre-launch, the course is being finalized and existing Foundation, Operator, and Architect members receive priority access notification. To lock in the current price, take the profile and request a pre-launch hold from the strategist who follows up.