Keep more of what you earn through smart business structuring, tax optimization, and strategic savings.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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whattax.substack.comLatest Issues
The Tax Strategies That Work Whether You Work for Yourself or Someone Else
The most common question I get is some version of this: Should I set up an LLC to lower my taxes?
The honest answer annoys people. A single-member LLC is a disregarded entity for federal income tax purposes. You file the same Schedule C yo...
The Tax Moves That Expire When September Ends
Q4 starts in 30 days. Five tax moves close before it does, and only one of them is actually written into the tax code as a deadline.
Every entrepreneur treats December as the month when tax planning happens. Call the CPA, run a few project...
The Retirement Income Strategy That Keeps High Earners in the Lowest Possible Tax Bracket
Deferring taxes is what triggers the torpedo. The four-ceiling framework keeps six-figure retirees taxed like they earn half that.
If you retired believing the One Big Beautiful Bill Act ended Social Security taxes, you have company, inclu...
How to Invest Business Profits Without Creating a Tax Problem
Every entrepreneur eventually hits the good problem: more cash than the business needs for payroll, inventory, or the next six months of operations. The obvious move is to put that money to work instead of letting it sit in a checking accou...
Which Investment Accounts to Fill First to Minimize Taxes Over a Lifetime
The order you fund accounts in decides more of your lifetime tax bill than any fund you’ll ever pick.
A SEP IRA and a Solo 401(k) can both hold retirement savings for a business owner with no employees. On $150,000 of net self-employment i...
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Authors
The writers behind this newsletter.
I'm Max. I offer tailored insights and strategic guidance to help you maximize tax efficiency through smart planning and optimization.
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