Course curriculum

  • 01

    Chapter 1 - Welcome!

    • Intro Module 1

    • Intro Module 2

  • 02

    Module 2-Take Your Numbers from Jumbled to Money Saving

    • Preface to Section 1

    • Section 1 Business Structure and Benefits

    • Section 2 Income Statement

    • Section 3 Balance Sheet

    • Section 4 Cash Flow Statement

    • Section 5 Monthly Close

    • Section 6 Chart of Accounts

    • Section 7 Let's Put it All Together

    • Module 2 Course Notes

  • 03

    Module 3-Things to Know to Beat the IRS

    • Preface to Section 1

    • Section 1 Common Tax Terms

    • Section 2 Direct vs Indirect Taxes

    • Section 3 Estimated Tax

    • Section 4 How Tax Brackets Work

    • Section 5 Capital Gains Tax

    • Section 6 Citizens or Residents Test

    • Section 7 Gross Receipt Gross Income Edited

    • Section 8 Tax Credits vs Deductions

    • Section 9 Impactful Tax Deductions

    • Module 3 Course Notes

  • 04

    Module 4 - Powerful Business Strategies and Compliance to maximize your ANNUAL PROFIT

    • Preface to Section 1

    • Section 1 Cash vs Accrual Methods

    • Section 2 Accelerate and Defer

    • Section 3 Power of Accelerated Depreciation

    • Section 4 Millionaire’s Secret Like-Kind Exchange

    • Section 5 Family Income Splitting

    • Section 6 Vacation Cost Deduction

    • Section 7 LLC to C Corp Advantages

    • Module 4 Course Notes

  • 05

    Module 5- Breakdown of Schedule C Deductions to Maximize Your Gains

    • Module 5 Preface

    • Section 1 Schedule C Walkthrough Part 1

    • Section 2 Schedule C Walkthrough Part 2

    • Section 3 Startup Bonus

    • Module 5 Course Notes

  • 06

    Module 6 - *The Grand Finale* 10 Legal Loopholes You Need to Know to Maximize Your Savings Every Year

    • Module 6 Preface

    • Module 6 Section 1 Other Expense

    • Module 6 Section 2 Capital Gain

    • Module 6 Section 3 Home Based Deductions

    • Module 6 Section 4 Bonus Depreciation and Section 179 Combo

    • Module 6 Section 5 QBI

    • Module 6 Section 6 R&D Tax Credit

    • Module 6 Section 7 Employee Retention Credit

    • Module 6 Section 8 Retirement Plan Deductions

    • Module 6 Section 9 HSA

    • Module 6 Section 10 Foreign Income Exclusion and Nomad Strategies

    • Module 6 Course Notes

  • 07

    Module 7-The Road Ahead-The Financial Freedom Guide

    • Module 7 Preface

    • Module 7 Section 1 FIRE Methodology

    • Module 7 Section 2 Roth IRA Ladder Strategy

    • Module 7 Section 3 Irrevocable Trust Ultimate Asset Shield Strategy for 8 Figure+ Business Owners

    • Module 7 Section 4 Passive Income Empire with Real Estate Investing

    • Module 7 Section 5 Financial Freedom Walkthrough

    • Module 7 Course Notes

  • 08

    Conclusion Module: This Is the End or Is it just the Beginning?

    • Do You Need Further Help With Your Tax & Accounting?

  • 09

    Supplementary Exclusive Bonus Material for TFE Students

    • Ultimate Tax Planning Checklist

    • Tax Free - Tax Rate Tables

    • Schedule C Checklist

    • Referral Links and Partnerships

    • Itemized_Deductions_Checklist

    • IRS Schedule Form W-4 Employee Withholding Certificate

    • IRS Schedule C Profit or Loss From Business

    • IRS Form 8824 Like-Kind Exchanges

    • Top 25 Tax Terms

    • Publication 946 How to Depreciate Property

    • IRS Schedule Form 6765 Credit For Increasing Research Activties

    • [International] 1040NR U.S. Nonresident Alien Income Tax Return

    • [International] 2020 Form 2555 Foreign Income Exclusion Worksheet

    • [International] Form 5472 Information Return of a 25% Foreign-Owned U.S. Corporation

    • [International] Form W-8 BEN (Rev. July 2017) Certificate of Foreign Status of Beneficial Owner for United

    • International Ecom Bank Account Checklist

    • {International] Form W-7 Application for IRS Individual Taxpayer Identification Number

    • [Internationa] Instruction for Form W-7 ITIN