$100 tax saving tip series ($100 for each subject)

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IRS rules

Mini case studies

Schedule E, Section 121, 1031 exchange, home office, hire child, real estate professional and more

IRS rules

Mini case studies

Schedule C, auto expense, meals, travel, home office, safe harbors, and S corp

IRS rules

Mini case studies

IRA (front door, back door, side door), 401(K) (W-2 job vs. solo K), mega K, and Roth  conversion 

IRS rules

Mini case studies

Pay yourself first; let money work for you, not you work for money; college campus rental; and more

IRS rules

Mini case studies

Family board; family retreat; family travel; fund contribution, distribution and allocation

Ten permanent tax code changes

Ten tax changes to small business owners

Ten tax changes to real estate investors

Ten tax changes to retirees

Ten tax changes to low to mid income families

Mini case studies

MORE 

Mini case studies

Policy loans, premium financing, and policy backed line of credit

Tax treatment on policy loan interest expenses 

Family trust and family bank 

Mini case studies

Home equity line of credit

Life insurance life of credit

Securities backed line of credit

401(K) loan 

IRS code

Mini case studies

Coverdell Edu Savings Account, State 529 plan, annual gifting into UTMA account, hire child from S corp, W-2 employee fringe benefits, cash value life insurance, minor Roth IRA, and Roth 401(K)

Ten reasons that young pros should own their home as early as possible

Ten considerations of locating a dream home for your child (either living in or rental)

Ten secrets to get the financing approved (OPM – Other People’s Money)

Ten tax saving tips to deduct meals, miles, travels, or even your child’s girlfriend / boyfriend!

Coach Mike's sons (Chris and Kevin) personal success stories in buying their first house

Note:  All sale proceeds will be donated to CAPA BC, CAPA NoVA, or other non profits that sponsored my workshops. These sponsors may have their own restrictions or conditions to meet (such as membership requirement). Contact them for detail. 

FAMILY SERIES

FAM1. One Big Beautiful Bill Act and Your Family

FAM2. Buy. Borrow. Build. Rich People’s Tax Free Secret

FAM3.10 Takeaways from the 2024 Tax Season

FAM4: Use AI Tools to Optimize Your Tax Returns

FAM5: Ten Tax Planning Tips before the April 15 filing due date

FAM 6: Ten Tax Tips for Year End Planning

FAM 7: Ten Tax Tips to Reduce Long Term Capital Gain Tax to Zero (Or Near Zero)

FAM8: Ten Tax Planning Scenarios for Important Life Events

FAM9: Ten Tax Tips of Using the IRS $18,000 Annual Exclusion 

FAM10: Ten Tax Tips for Divorced or Separated Couple

SMALL BUSINESS SERIES

SB1. Ten Retirement Tax Tips from Buffett’s 2024 Annual report

SB2. Year-End Tax Tips for Music Teachers

SB3: Solo 401(K) For Small Business Owners

SB4: How To Pay My Child From Family Business Legitimately 

REAL ESTATE SERIES  

RE1. 100 Tax Saving Tips in Real Estate

RE2. Ten Real Estate Tax Saving Strategies

RE3. The 1031 Exchange Expert Tax Consulting workshop

RE4: Ten Tax Tips to Sell Your Primary House With Section 121

RE5: Tax Planning For Energy Credit for My Home and for My EV

FLY(TM) FINANCIAL LITERACY FOR YOUTH SERIES

FLY1: Young Pro Tax Planning Fireside Chat

FY2: Tax Planning for Financial Freedom: Young Pros

FY3: Smart Finance Vision Board Event

FLY4: Tax Planning Tips for Young Pros (25-35 Age Group)

FLY5: How To Set Up an LLC for My 18+ Year Old Child? 

RETIREMENT SERIES

Retire1: Ten Tax Planning Tips for Family Trust To Protect Our Loved

Retire2: OPM Fork in the Road – What is Your Next Step?

Retire3: All about your 401(K)

Retire 4: Tax Planning Strategies for Early Retiring Federal Employees

Retire 5: Social security benefit tax planning

Retire6: 低收入群体的退休规划

Retire7: Ten Tax Planning Tips for Federal Employee

Retire8: Ten Tax Benefits for Low Income Retirees 

FAMILY FOUNDATION SERIES 

FF1: Non Profit Provides L.A. Fire Relief

FF2: Disaster Relief for L.A. County Fires

FF3: Family Foundation Primer 

COLLEGE  EDUCATION SERIES

EDU1: IRS 970 Tax Benefits for Education Deep Dive

EDU2: FAFSA And CSS - Costly Mistakes To Avoid

EDU3: May 29 on 529

EDU4: College Financial Aid Q&A

OTHER TOPICS

LI1: Ten Tax Planning Tips Around Cash Value Life Insurance

DA1: Crypto tax planning