Audience: W‑2 high earners, consultants, business owners

Focus: High‑income tax strategy, compliance, and optimization

This class breaks down how high earners can legally and strategically reduce their tax burden. You’ll learn how income brackets actually work, which deductions and credits still apply at higher income levels, and how to structure compensation to minimize tax exposure. Perfect for anyone who wants to keep more of what they earn while staying fully compliant.

Managing Your Job & LLC

Audience: Dual‑income earners, side‑hustlers, new LLC owners 

Focus: Balancing W‑2 income with business income

This session teaches you how to balance traditional employment with running an LLC. We cover how to track expenses, when to elect S‑Corp status, how to avoid double taxation, and how to stay compliant with IRS rules while maximizing deductions. You’ll leave with a clear blueprint for managing both income streams without confusion or penalties.

Mastering Your S‑Corp

Audience: S‑Corp owners, entrepreneurs scaling their business

Focus: Reasonable compensation, payroll, distributions, compliance

This class is designed for business owners who want to run their S‑Corp the right way. We walk through reasonable compensation, payroll setup, owner distributions, bookkeeping requirements, and year‑end filings. You’ll learn how to avoid the most common S‑Corp mistakes and how to use the structure to unlock real tax savings.

Mastering Your LLC

Audience: LLC owners, partnerships, investors

Focus: Entity structure, compliance, tax benefits, management

This course provides essential insights and practical strategies for effectively overseeing and maximizing the benefits of your LLC or partnership. Whether you're a business owner, investor, or member in an LLC, this class equips you with the knowledge to navigate these entities successfully.

Buying a Home While Self‑Employed

Audience: Entrepreneurs, contractors, gig workers

Focus: Mortgage qualification, lender requirements, tax planning

This class guides self‑employed individuals through the mortgage process, explaining how lenders evaluate income, what documents are required, and how to structure finances to qualify for the best rates. We cover tax return planning, debt‑to‑income ratios, and how to avoid the common mistakes that cause loan denials.

Tax Planning for  Married Couples

Audience: Married couples earning $250K+ combined

Focus: Joint tax strategy, income stacking, marriage penalties, planning

This brand‑new class focuses on strategic tax planning for married couples with high combined income. You’ll learn how filing jointly vs. separately impacts tax liability, how to reduce marriage‑penalty exposure, how to coordinate deductions and credits, and how to structure income between spouses for maximum tax efficiency. Ideal for dual‑income households, business‑owner couples, and families preparing for long‑term financial growth.