The 2024 Complete Tax Planning and Strategies Guide


Includes Workbook and PowerPoint Series

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UPDATED for the CARES ACT in 2020 and the American Rescue Plan of 2021

The 2023 Complete Tax Planning and Stratgies Guide is a 12 chapter, 340 page tax guide to assist individuals, business owners, real estate investors and stock market traders on the intricacies of legally reducing one’s overall tax obligations. 

Each chapter is accompanied by a DVD/CD/USB power point presentation to assist in explaining the topics in greater detail.  This guide is divided into twelve separate chapters, each covering a very specific topic of interest to business owners in the United States.  Each chapter lists specific references to IRS rules and regulation, along with relevant court cases and citations to the Internal Revenue Code.  It has also been updated to include numerous provisions from the 2017 Tax Cuts and Jobs Act.

All DVD/CD/USB presentations have been completely updated in 2022.  In addition, 3 additional CD presentations are included:  one CD for personal tax changes in 2021 and one CD for business tax changes in 2021, along with a 2020 update on Section 199A tax planning.  

In addition, each contains information on how to get additional information from the IRS, along with numerous forms, worksheets and sample documents for you to immediately begin using in your new or existing business.

Here is a brief overview of the contents of each chapter:

Chapter 1:  Introduction to Business Tax Planning.  This chapter contains answers to several preliminary questions about what you need to do to begin your business, how to establish a profit motive and various tax return and filing requirements to keep your business in compliance with the tax laws.  We also begin to examine preliminary ways to reduce taxes.

Chapter 2:  Employees and Independent Contractors.  This chapter goes into in-depth analysis concerning any workers for your business and how to classify them as employees or independent contractors.  It also includes a sample employment contract, an independent contractor agreement, along with other forms and logs needed to keep track of your expenses relating to your workers.

Chapter 3:  Business Property and Tax Strategies.  This chapter will discuss how to maximize your tax strategies relating to any business property or assets, including vehicles, office and other business equipment.  Many sample forms and worksheets are included to assist you with depreciation and expensing of these assets.

Chapter 4:  Maximize Your General Business Expenses.  This chapter discusses many miscellaneous business expenses which, when added together, will often amount to great tax savings.  It discusses the different types of expenses and the strategies to incorporate to maximize your business deductions.

Chapter 5:  Trains, Planes and Automobiles.  One of the largest out-of-pocket expenses for many businesses is the cost of local and out-of-town travel expenses.  This chapter goes into great detail concerning how to maximize your travel expenses so that you can claim every penny that the tax laws permit you to deduct.   In addition, a discussion on the tax rules and strategies for automobile use is also contained in this chapter.  Record-keeping is discussed so that any expenses that reduce taxes can be supported at an audit.

Chapter 6:  Meals and Entertainment.  Many business owners lose thousands of dollars every year by not deducting all business meals and entertainment.  Don’t make this same mistake.  Learn how to deduct the costs of your meals, theater tickets, golf course outings and the like to take advantage of these great (and fun) tax deductions.  Again, recordkeeping is crucial in this area if you want to be able to reduce taxes on a business and/or personal level.

Chapter 7:  Retirement Plans.  Owning and operating a business affords the owners a great opportunity to plan and save for the future.  Learn how to take advantage of these plans, such as a SEP, SIMPLE, 401(k) and the like, to obtain tax deductions today, reduce taxes and provide for a worry-free retirement.

Chapter 8:  The Home Office.  Many small businesses operate using a home office, yet many do not claim a deduction for a home office because they do not understand the rules or somehow believe it will lead to an automatic IRS audit.  By completing one of the worksheets contained in this book and applying the simple legal concepts, you will completely understand what you are permitted to claim/deduct to reduce taxes and never pay more in tax than the law requires you to pay.  The chapter also includes sample depreciation forms to help you depreciate your home.

Chapter 9:  Business Records.  Many business owners fail due in large part to not maintaining accurate records for the business.  After reading this chapter, you will not make this mistake, as you will understand what records are needed to survive and win an IRS tax audit, along with general record-keeping strategies to assist in analyzing the profitability of your business.

Chapter 10:  Business Entity Tax Planning Strategies.  This chapter discusses the different business entities from a tax perspective, including the sole proprietorship, partnership, Limited Liability Company, Limited Partnership, S corporation and C corporation.  The chapter discusses the pros and cons of each entity and gives specific examples of when each may be appropriate.

Chapter 11:  Tax Strategies for Real Estate Investors.  This chapter discusses basic tax planning concepts for real estate investors.  Included in this chapter are discussions concerning rental property income and expense deductions, along with the rules for qualifying as a real estate professional for tax purposes.

Chapter 12:  Tax Strategies for Stock Market Traders and Investors.  The final chapter discusses the tax strategies and planning options for stock market traders.  However, it can be very difficult to qualify as a stock market trader for tax purposes.  This chapter will reveal some strategies for qualifying for this favorable tax designation, along with some tax planning options for those who are stock market investors.

Includes Workbook and PowerPoint Series

* *  Completely Updated January 2022  **


CD 1:                      Tax Deductions for the Home-Based Business

CD 2:                      Employee vs. Independent Contractor (and Hiring Family Members)

CD 3:                      Business Entity Tax Planning Strategies

CD 4:                      Charitable Donations and Other Itemized (Personal) Tax Deductions

CD 5:                      Trains, Planes and Automobiles- Make the Most of Your Business Travel

CD 6:                      Meals and Entertainment- Rules and Records to Maximize Deductions

CD 7:                      Self-Directed IRAs and Tax Planning Strategies

CD 8:                      Retirement Plans and Your Business

CD 9:                      IRS Audits- Recordkeeping, Triggers and How to Avoid

CD 10:                   Tax Strategies for Real Estate Investors

CD 11:                   Advanced Tax Strategies for Real Estate Investors

CD 12:                   Tax Strategies for Stock Market Traders and Investors