Curriculum

12 Chapters · 23 Lessons

  1. 1

    January 2025 Zoom Meetings

    1. (Included in full purchase)

      Beneficial Ownership Information Report - FinCEN and the Corporate Transparency Act

    2. (Included in full purchase)

      Unlocking Wealth: Mastering the ROBS 401K Strategy

  2. 2

    February 2025 Zoom Meetings

    1. (Included in full purchase)

      Unlocking the Secrets of Depreciation: A Must-Know for Business Owners

    2. (Included in full purchase)

      Mastering Section 1031 Exchanges

  3. 3

    March 2025 Zoom Meetings

    1. (Included in full purchase)

      Tax Efficient Exit Strategies in Real Estate

    2. (Included in full purchase)

      Tax and Economic Benefits of Employing Family

  4. 4

    April 2025 Zoom Meetings

    1. (Included in full purchase)

      Maximize Your Deductions: Health Insurance & Medical Costs

    2. (Included in full purchase)

      How to Qualify as a Real Estate Professional and Slash Your Taxes

  5. 5

    May 2025 Zoom Meetings

    1. (Included in full purchase)

      Using Short Term Rentals to Lower your Tax Bill

    2. (Included in full purchase)

      How To Convert You Traditional IRA/401K to a Roth IRA/401K And Not Get Killed At Tax Time!

  6. 6

    June 2025 Zoom Meetings

    1. (Included in full purchase)

      S-Corporation Basics and Benefits

    2. (Included in full purchase)

      How to Maintain an Entity

  7. 7

    July 2025 Zoom Meetings

    1. (Included in full purchase)

      One Big Beautiful Bill - Depreciation Changes

    2. (Included in full purchase)

      OBBB Energy Credit

  8. 8

    August 2025 Zoom Meetings

    1. (Included in full purchase)

      OBBB - Unlock Tax Savings with Section 1202

    2. (Included in full purchase)

      BBB - Unlocking New Opportunity Zones

  9. 9

    September 2025 Zoom Meetings

    1. (Included in full purchase)

      The Augusta Rule

    2. (Included in full purchase)

      Using an Irrevocable Trust to Defer Taxes

  10. 10

    October 2025 Zoom Meetings

    1. (Included in full purchase)

      Understanding Partnership K-1s

    2. (Included in full purchase)

      Tax Effective Charitable Giving

  11. 11

    November 2025 Zoom Meetings

    1. (Included in full purchase)

      Get Ready for Tax Season

    2. (Included in full purchase)

      Vehicles - The Best Way to Write Them Off

  12. 12

    December 2025 Zoom Meetings

    1. (Included in full purchase)

      Basics of Picking the Right Entity Structure