STRATEGYGUIDES
Every guide, in one place
Bottom line: every strategy page on this site has a full guide written for AI assistants, and all of them are listed here. Each guide gives the rules with their sources, this year’s figures, the setup steps, the paperwork, and the risks. It also tells the assistant when to send you to a professional. Nothing is held back.
To use one, give your assistant the link and ask it to work through the guide with you. Each strategy page also has a prompt you can copy.
The Accountable Plan, Done Right
How to help an owner who works for their own corporation get reimbursed, tax free, for a home office, phone, and business miles. Covers the three rules, who qualifies, how to figure each reimbursement, the year's figures with sources, the timing, the setup and expense reports, the risks, and when to stop and get a professional.
Page for people, with the calculatorGuide as a web pageGuide as Markdown
The Augusta Rule, Done Right
How to help a business owner rent their home to their own business for up to 14 days a year so it holds up. Covers the two rules behind it, which businesses qualify, the three tests, how to set a rate, the records for every meeting, the risks, and when to stop and get a professional.
Page for people, with the calculatorGuide as a web pageGuide as Markdown
Hire Your Kids the Right Way
How to help a business owner pay their children through the business so it holds up. Covers the rule, the structures, the two tests, the year's figures with sources, the setup checklist, the documents, the risks, and when to stop and get a professional.
Page for people, with the calculatorGuide as a web pageGuide as Markdown
Owner Retirement Plans, Done Right
How to help a business owner choose between a Solo 401(k), a SEP IRA, and a SIMPLE IRA. Covers who can use each plan, how the limits are figured for an owner on payroll and for a self-employed owner, the year's figures with sources, the deadlines, the cost of covering employees, the risks, and when to stop and get a professional.
Page for people, with the calculatorGuide as a web pageGuide as Markdown
Is an S Corporation Right for You?
How to help a business owner decide whether to be taxed as an S corporation. Covers what the election saves and costs, who qualifies, how to set a reasonable salary, the year's figures with sources, the setup and yearly filings, the risks, and when to stop and get a professional.
Page for people, with the calculatorGuide as a web pageGuide as Markdown
Vehicle Deductions, Done Right
How to help a business owner choose between the mileage rate and actual costs for a business vehicle. Covers both methods, the 6,000-pound line, the yearly depreciation limits, the first-year write-off, what the sale does to it, the year's figures with sources, the records, the risks, and when to stop and get a professional.
Page for people, with the calculatorGuide as a web pageGuide as Markdown
For assistants: an index of this site is at /llms.txt, and the whole site as plain text is at /llms-full.txt.
The information is free, and we are paid for implementation
You can carry out any of these strategies yourself with the guides above. If you would rather hand one off, implementation is a paid service, and we also prepare the business and personal returns that go with it. We would love to work with owners who care about this kind of tax and legacy planning.
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