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 Edited

    • 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

    • Module 6 Course Notes

  • 07

    Module 7- The Ultimate Guide to Sales Tax Implementation For 6 Figure+ Ecom Owners

    • Module 7 Preface

    • Module 7 Section 1 Sales Tax Nexus and Consequences Explained

    • Module 7 Section 2 Sales Tax Analysis for 10 Major States

    • Module 7 Section 3 Using Thresholds to your Advantage

    • Module 7 Section 4 Sales Tax Permit Registration

    • Module 7 Section 5 Sales Tax Return Reporting Walkthrough

    • Module 7 Section 6 Customer Impact Report for Sales Tax Analysis

    • Module 7 Course Notes

  • 08

    Module 8-The Road Ahead-The Financial Freedom Guide

    • Module 8 Preface

    • Module 8 Section 1 FIRE Methodology

    • Module 8 Section 2 Take 2 Roth IRA Ladder Strategy

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

    • Module 8 Section 4 Passive Income Empire with Real Estate Investing

    • Module 8 Section 5 Finanical Freedom Ecom Owner Walkthrough

    • Module 8 Course Notes

  • 09

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

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

  • 10

    Module 9 - Ultimate Guide For International Sellers Outside USA

    • Module 9.0 International Ecom Seller Module Preface

    • Module 9 Section 1 Benefits of Having a US LLC

    • Module 9 Section 2 How To Obtain a US LLC International Seller Edition

    • Module 9 Section 3 (Part 1) Acquiring a US Bank account and Stripe for Non US Seller

    • Module 9 Section 3 (Part 2) Acquiring A US Bank Account And Stripe For NON US Sellers

    • Module 9 Section 4 Definitive Tax Tips for International Ecom Owners

    • Module 9 Section 5 Sales Tax and International Ecom

    • Module 9 Section 6 Bonus Credit Card For International Business Owner

    • Module 9 Course Notes

  • 11

    Supplementary Exclusive Bonus Material for TFE Students

    • Tax Free Ecom Ultimate Tax Planning Checklist

    • Tax Free Ecom-State by State Sales Tax Checklist

    • Tax Free Ecom- Tax Rate Tables

    • Tax Free Ecom Schedule C Checklist

    • Tax Free Ecom- Referral Links and Partnerships

    • Tax Free Ecom 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

    • Tax Free Ecom Top 25 Tax Terms

    • IRS Schedule Form 6765 Credit For Increasing Research Activties

    • Publication 946 How to Depreciate Property

    • [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

    • Tax Free Ecom-International Ecom Bank Account Checklist

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

    • [Internationa] Instruction for Form W-7 ITIN