Products
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All Courses, Sole Proprietorship, Free library
Paying dependent as a business expense - Part 1
CourseElevate your tax advisory skills with our course on employing dependents. Gain insights into IRS regulations, deduction strategies, and optimizing client tax savings through legitimate family employment.
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4 types of real estate investors - infographic
Digital downloadThis 1 page infographic will clarify the '4 Categories to Classify Real Estate Investors.' Essential for clear client communications and effective team training. Simplify complex tax rules and boost understanding!
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Sole prop vs. S-corp: breaking down the tax benefits
Digital downloadDownload our visual guide to effortlessly explain the tax benefits of S-corps vs. sole props to clients. Ideal for client clarity and employee training, this tool simplifies complex topics!
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How to guide for Backdoor Roth IRA Conversion
Digital downloadUse this guide to help clients walk through what they need to accomplish a Backdoor Roth IRA Conversion.
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Formed an LLC - what to do next.
Digital downloadA flowchart walking clients through what to do after forming an LLC.
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HSA Tax Guide - quick explanation
Digital downloadDive into HSAs with our fun infographic guide! Learn eligibility, tax perks, and actionable steps. Perfect for client chats and team training.