Discover Your Path to Tax Freedom

Proactive tax planning for 2025 and beyond. The Business Owners Guide to Tax Freedom is designed for business owners who want to better protect the businesses they’ve built, minimize taxes, boost cash flow, and enjoy more of life. Too often, tax professionals focus solely on compliance—recording what has already happened—instead of proactive planning for the future. Entrepreneurs, by contrast, are forward-thinking by nature, always looking to optimize their businesses and maximize value. The goal of this book is to equip you with strategies to improve your future by uncovering what you may not yet know.

If you’re searching for a one-size-fits-all, automated “set it and forget it” solution that works for every business in every situation, this book won’t provide that—because such a solution simply doesn’t exist. Business is dynamic, constantly evolving, and unique to each entrepreneur. The key to successful business and tax planning lies in knowing your options and understanding when to use or adjust them. This book is packed with tax-efficient strategies and concepts to help you keep more of your hard-earned money. As your business and revenue grow, your current structures and systems may no longer fit your needs—and this book will help you identify when and how to adapt.

Unlike many tax guides written for professionals, this book was created specifically for business owners. We’ve kept technical tax jargon to a minimum, focusing instead on clear, actionable insights that are easy to understand and apply. For those who want deeper details or tax code references, we can provide those as needed. But our primary aim is to help you grasp the concepts that can drive real change in your financial outcomes.

It’s worth noting that some of the strategies presented in this book may be unfamiliar even to your most trusted advisors. With over 80,000 pages in the federal tax code, no one professional can know it all. To offer you the best insights, we’ve collaborated with some of the nation’s leading tax experts in specific fields. Together, we’ll explore the difference between tax reporting and comprehensive tax planning—a distinction that could transform how you approach your finances.

Traditional accountants are trained to document and report past events. They act as historians, focused on compliance rather than future-focused tax savings. As a business owner, this distinction matters. Ask yourself: Do you currently have a tax historian, or do you have a proactive tax strategist on your advisory team? The answer could make a significant difference in the taxes you pay—and the money you keep.

Ultimately, you alone are responsible for ensuring you pay only what you legally owe, no more and no less. So, ask yourself: How much did you overpay on last year’s taxes? And more importantly, when will you stop overpaying?

Change requires both knowledge and a willingness to act. The purpose of this book is to empower you with the knowledge you need to decide whether to make a change—or remain where you are today. The choice is yours, but the tools and strategies in this book could reshape your financial future. Are you ready?

ALL PROCEEDS FROM THIS BOOK ARE DONATED TO THE SALVATION ARMY.

 

Proactive tax planning for 2025 and beyond. The Business Owners Guide to Tax Freedom is designed for business owners who want to better protect the businesses they’ve built, minimize taxes, boost cash flow, and enjoy more of life. Too often, tax professionals focus solely on compliance—recording what has already happened—instead of proactive planning for the future. Entrepreneurs, by contrast, are forward-thinking by nature, always looking to optimize their businesses and maximize value. The goal of this book is to equip you with strategies to improve your future by uncovering what you may not yet know.

Sell Smart: How to Keep More When You Sell Your Business
The ultimate guide to a tax-savvy exit every business owner needs before signing the dotted line.

You’ve spent years—maybe decades—building your business. Now you're thinking about selling. Here’s the part most owners never see coming: up to 30-40% of your sale price could vanish in taxes. Capital gains, depreciation recapture, state taxes—it adds up fast. But it doesn’t have to be that way.

Sell Smart is a no-fluff, strategy-packed guide for business owners who want to maximize their exit and avoid costly tax surprises. Whether you’re already in talks or just starting to think about life after business, this book gives you the playbook most sellers never get until it’s too late.

Inside, you’ll learn how to:

• Structure your sale to reduce or eliminate capital gains tax
   
• Use charitable trusts, ESOPs, and other legal tools to protect your proceeds
   
• Build a tax-smart advisory team that works together—not in silos
   
• Avoid the most common traps that cost sellers millions
   
• Turn your exit into a legacy—for your family, your employees, and your future
   

This isn’t theory. It’s a field guide built on decades of experience and packed with real-world stories and step-by-step examples. You’ll see how smart owners stack strategies—often years before a sale—to cut taxes, control timing, and walk away with more.

Don't go into the biggest financial event of your life unprepared.
Plan smart. Sell smart. And keep more of what you’ve built.

Change requires both knowledge and a willingness to act. The purpose of this book is to empower you with the knowledge you need to decide whether to make a change—or remain where you are today. The choice is yours, but the tools and strategies in this book could reshape your financial future. Are you ready?

ALL PROCEEDS FROM THIS BOOK ARE DONATED TO THE NATIONAL CHRISTIAN FOUNDATION.