Free, straight-to-the-point strategies for real-estate investors and business owners. Every lesson is a 60-second video, a one-page guide, and the actual tax code behind it — so you can act, then verify.
The library
New strategies drop regularly. Here's what's live and what's coming.
Sold a rental? Defer the capital-gains tax when you reinvest — the two deadlines and one worked number.
Watch the lesson →Rent your home to your business up to 14 days a year — tax-free to you, deductible to the business.
Watch the lesson →The self-employed retirement account that lets you invest in real estate and private deals — with huge contribution limits.
Watch the lesson →LLC, S-corp, C-corp — which one actually fits how you make money, and how ROBS funds a business from retirement money.
Watch the lesson →Be the bank. How investors earn secured, real-estate-backed returns lending to other people's deals.
Watch the lesson →Pay tax once, then never again. How to build a pot of money that grows and comes out completely tax-free.
Watch the lesson →The only account with a triple tax advantage — deductible in, tax-free growth, tax-free out for medical.
Watch the lesson →The right way for your business to reimburse you for home office, mileage, and more — deductible to the business, tax-free to you.
Watch the lesson →Move money to your kids tax-free, get a business deduction, and start their Roth — all from real work in your business.
Watch the lesson →The high-earner's move: shelter far more than a 401(k) allows, with six-figure deductible contributions.
Watch the lesson →Become your own bank: use specially-designed whole life insurance to store, borrow, and recycle your own capital.
Watch the lesson →Why serious investors move from single-family to apartments — forced appreciation, economies of scale, and real cash flow.
Watch the lesson →Stop filing taxes and start designing them. The proactive, year-round approach that treats your tax bill as something you build, not something you're handed.
Watch the lesson →The structures that put a wall between what you own and who might come after it — before you ever need them.
Watch the lesson →Run your family's medical costs through your business — deductible to the business, tax-free to you.
Watch the lesson →Grow education money tax-free, and — post-2024 — roll leftovers into the child's Roth IRA.
Watch the lesson →Use Section 179 and bonus depreciation to write off equipment fast — and turn a purchase into a same-year deduction.
Watch the lesson →Turn charitable giving into a family-controlled institution — a deduction now, a legacy vehicle forever.
Watch the lesson →Your IRA can own real estate, private notes, and more — not just stocks. The rules that make it work, and the ones that blow it up.
Watch the lesson →You don't need a fortune to start. How to put small amounts to work in tax-advantaged accounts and private deals.
Watch the lesson →Why investors hold gold and silver — and how to own them inside an IRA the right way.
Watch the lesson →A grounded look at crypto as an asset class — the risk, the role in a portfolio, and how to hold it tax-smart.
Watch the lesson →The strategies pros use to manage risk and find returns in any market — translated for the individual investor.
Watch the lesson →The buyer isn't buying your job — they're buying a machine that runs without you. How to build that, years before you sell.
Watch the lesson →Skip the startup grind — buy cash flow that already exists. How to tell a real deal from a trap.
Watch the lesson →Small changes to how your business runs can multiply what it's worth. The levers that move the multiple.
Watch the lesson →The ultra-wealthy run their money like a business. The scaled-down version any serious family can adopt.
Watch the lesson →Most family wealth is gone by the third generation. A family constitution is how you write the rules that keep it.
Watch the lesson →The best strategy fails if your own behavior sabotages it. The emotional skills behind every good money decision.
Watch the lesson →Your business can't outgrow your leadership. The habits that let a team — and the owner — actually scale.
Watch the lesson →Who it's for
If you own rentals, run a business, or have a side hustle, the tax code has moves in it that are written for you. Most people never learn them. That's what this is.
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