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Coffee break with Neal is happening in 6 days
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AI Auditing: the most important coffee break I've ever done.
Today's coffee break livestream was a bit different than what I had planned. I had a whole different show prepared, and then last night, as I was lying in bed, this thought struck me. AI systems are going to be issuing audit notices in the very near future. And we have to build our own AI defense systems starting now. It's way too much for a skool post so go and check out the blog post on the TaxSherpa.com site. Forewarned is forearmed. https://taxsherpa.com/post/audit-by-ai-the-future
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Welcome to The Tax Strategy Network!
You’re in the right place if you want to legally reduce taxes, keep more of what you earn, and have ongoing support as you actually implement strategies in real life.​ How the community is structured We keep things simple with three levels so you always know what you have access to and where to go next.​ - Free Forever (everyone starts here) – This is the open community where you can join discussions, see updates, and get a feel for how we think about tax strategy for business owners.​ - Navigators (labeled “Premium” in Skool) – This is for people who want access to all of the tools, trainings, and resources I’ve created (and will create) to help you design and implement tax strategies on your own.​ - VIP Tax Plans (labeled “VIP” in Skool) – These are clients who have purchased a custom tax plan; they get everything in the lower levels plus classroom resources built specifically to help operate the strategies in their plan throughout the year.​ What Navigators get If you’re in the Navigators level, you unlock the full Classroom, all current and future trainings, and our weekly live call.​ - Weekly Navigators Call: Thursdays at 3 p.m. Eastern (already on the Skool calendar).​ - Deep-dive trainings on specific strategies, tools walkthroughs, and implementation guidance so you can confidently apply what you’re learning.​ What VIP Tax Plan clients get If you’re in the VIP level, you have a personalized tax plan that lays out the math, what to do, and how to do it.​ - The Classroom includes step-by-step resources tailored to operating the strategies in your plan—things like accountable reimbursement workflows and other “how do I actually do this?” guides.​ - As life and business happen during the year, you can refer back to these resources to make sure each strategy is set up and executed correctly.​ Your first action: Coffee Break with Neal No matter what level you’re in, the best way to plug in is to add our weekly Coffee Break with Neal to your calendar.​
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Vibe Coding R&D Credits
Edit - Ended up making a learning module on this: https://www.skool.com/tax-strategy-network/classroom/0b0f419e - free to all members This is probably going to apply to a small number of people in this group, but it's worth noting that software development under Section 174A is automatically considered eligible research expenses. Still have to pass the 4-part test. I'm working on a tool for people who use VS Code, Claude Code, Codex, etc to use the chat artifacts to create the logs required for substantiating the credit. That then gets applied to your self-employment earnings (Schedule C/1065 Partnership) or W-2 (S corporation/C Corporation). Free money from the government for those that qualify.
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New Section 139 Plan Tool
https://sec139.taxsherpa.com/ Every company should have a section 139 plan on the books. See the module at https://www.skool.com/tax-strategy-network/classroom/9cf81ead?md=ce3ed30feca548b4a69015599bcfee5f This is a simple, free tool. Use it!
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No Navs call 8/13/26
I'm at the Excel Empire Certified Tax and Business Advisor training this week. So no Navigators call tomorrow
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The Tax Strategy Network
skool.com/tax-strategy-network
Discover and implement proven tax strategies used by smart owners to legally reduce taxes and keep more of what you earn
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