08/12/2026
Filing a tax return and having a tax strategy are two completely different things.
And this is something I wish more CEOs understood about taxes:
You see, your tax return looks backward.
It tells the IRS what your business earned, what you spent, what you deducted, and ultimately, what you owe.
A tax strategy, however, looks forward.
It asks:
What decisions can you make now that could legally change your tax outcome later?
Now, this is where the conversation gets interesting.
Listen, you may have opportunities available through your business structure.
You may have expenses you're paying personally that should be handled differently.
You may have retirement strategies you haven't considered.
You may even have deductions you qualify for that you're not maximizing.
You may have accounts that could be established that you more than likely have not opened.
And there may be financial decisions that need to happen before December 31 if you want them to impact this year's taxes.
This is why I tell CEOs:
Your CPA cannot go back in time and make a financial decision you should have made six months ago.
There comes a point when the numbers and the tax bill are a result of what you did or did not do.
That is why I'm hosting the free Say Yes To Zero Taxes Masterclass, where we'll discuss how strategic tax planning actually works.
I'll walk you through legitimate strategies that may help you reduce your tax liability, explain what makes a strategy legitimate in the IRS's eyes, and show you why timing and implementation matter just as much as knowing the strategy exists.
You see, many internet experts can tell you the strategy exists, but few can explain in depth how, what, where, when, and why to apply them to your unique situation.
My goal is for you to stop treating your tax bill like a number you simply have to accept.
I want you to proactively use the tax codes to your advantage.
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