The 5 Profit Levers Ultra-Wealthy Business Owners Pull (And You’re Probably Missing)

You’ve probably heard it a thousand times: “Just get more sales, and everything will work out.” But here’s the uncomfortable truth—if you’re barely profitable now, selling more might just mean burning out faster. The ultra-wealthy don’t play that game. While most business owners are stuck in the hamster wheel of chasing volume, the smart money […]
The Queen of Tax Fraud: What Business Owners Must Know

What if the most notorious tax fraudster in recent American history didn’t start out as a criminal mastermind, but as a desperate young woman just trying to survive? The story of Rashia Wilson—dubbed the “Queen of Tax Fraud”—isn’t just another sensational crime headline. It’s a cautionary tale that reveals how fraud really works, where the […]
Can Trusts Actually Save You Money on Taxes?

Separating fact from fiction: the real truth about trust taxes, when they work, when they don’t, and how to avoid the most expensive mistakes. You’ve probably heard it before at a dinner party or seen it pop up in your late-night YouTube recommendations: “Put your money in a trust and watch your tax bill shrink!” […]
100% Tax Write-Offs in 2026: How Business Owners Can Save Thousands with the New Tax Law

Imagine walking into your accountant’s office and discovering you could legally write off your entire work vehicle this year. Not over five years. Not through complex depreciation schedules. The entire cost, right now, in 2026. Sounds too good to be true? It’s not. It’s the reality under the new tax legislation, and most business owners […]
How the Ultra-Wealthy Use Charitable Giving to Legally Slash Their Tax Bills (And How You Can Too)

Here’s something most people don’t know: when billionaires donate to charity, they’re not just being generous. They’re executing sophisticated tax strategies that can turn every dollar donated into two, three, or even five dollars in tax savings. And the best part? You don’t need a billion-dollar fortune to use these same strategies. Today, I’m pulling […]
The Tax System Secret: How Business Owners Play by Different Rules (And How You Can Too)

Have you ever wondered why some people seem to pay hardly any taxes while you’re writing massive checks to the IRS every April? It’s not luck, and it’s definitely not cheating. The truth is, there are two completely different tax systems in America, and most people are playing by the wrong set of rules. The […]
The 2026 HSA Law Changes Nobody’s Talking About: Your Guide to Saving $16,850 Tax-Free

Congress just handed you one of the most powerful wealth-building tools in decades, and chances are, your CPA hasn’t even mentioned it yet. The new 2026 HSA law represents a seismic shift in how American families can save on taxes while building long-term wealth through their health savings accounts. If you’re a business owner, entrepreneur, […]
Are You Overpaying Taxes? The Business Structure Mistake Costing You $10K-$30K Annually

Here’s something that keeps me up at night as a CPA: I meet business owners every single day who are unknowingly throwing away tens of thousands of dollars in taxes. And the frustrating part? Most of them have no idea it’s even happening. If you’re operating as a sole proprietorship or running a single-member LLC […]
The Backdoor Roth IRA Strategy Every High-Earning Business Owner Should Know Before Year-End

If you’re a successful business owner earning well into six figures, there’s a strong chance you’ve been shut out of contributing directly to a Roth IRA. And honestly? That rule blocks exactly the people who would benefit from it the most. Here’s the good news: you can still legally build tax-free retirement wealth—even if you […]
Tax Strategist vs. Tax Preparer: Why This One Distinction Can Save You Tens of Thousands Every Year

Most business owners work with a tax professional every year—but here’s the problem: they often work with the wrong type of tax professional without even realizing it. If you’ve ever felt like you’re overpaying in taxes, missing opportunities, or only talking to your CPA during tax season, you’re not alone. The truth is that tax […]