Join Our 2026 Investing for Kids – 6-Week Zoom Series

Ten tax free accounts for families with children

This is a six-week live Zoom course designed to help families build long-term financial foundations for their children using practical, tax-efficient strategies.

Dates: March 12, 19, 26, April 2, 9, 16
Time: Thursday nights at 9:00 PM ET
Format: Live Zoom (recordings available)
Language: English
Fee: $400 per family

Register for class and learn from the tax professional

Scan the QR code

PayPal $400 to help@smart1040.us

Zelle to 703-606-0270

use ai tools to do tax planning

Tax Planning with Hazel, Tax GPT, and Ask BlueJ

AI tools help families be tax smart, gain peace of mind, and reduce financial burden

Real life case study of 1040 and S corp tax returns

Updated a return (redacted); ask questions, and gain knowledge

Zoom format

We cover buy borrow and build tax planning as well

BBA - Buy Borrow Appreciating Assets

BBB - Buy Borrow Build

BBC - Buy Borrow Crypto

BBD - Buy Borrow Die

BBE - Buy Borrow Estate Planning

BBF - Buy Borrow Family Foundation / Family Bank / Family Business

BBG - Buy Borrow Generational Wealth

BBH - Buy Borrow HSA

BBI - Buy Borrow Interest tracing

BBJ - Buy Borrow Joint Venture

BBK - Buy Borrow Key Assets

BBL - Buy Borrow LIBLOC

BBM - Buy Borrow Millionaire

BBN - Buy Borrow Notes

BBO - Buy Borrow Opportunity

BBP - Buy Borrow Privacy

BBR - Buy Borrow Retirement / Roth Conversion / Real Estate

BBS – Buy Borrow SBLOC

BBT – Buy Borrow Trust

BBU – Buy Borrow UTMA/Youth Accounts

BBV – Buy Borrow Venture Capital

BBW – Buy Borrow Whole Life

BBX – Buy Borrow 1031 Exchange

BBY – Buy Borrow Yield Assets

BBZ – Buy Borrow Zero-Tax Planning

how to issue 1099 diy?

Monthly Tax Workshop

Date: Tuesday, January 20, 2026, 8:30 – 9:30 PM (Eastern Time)
Speaker: Mike Nie, CPA, CFA, CFP, Enrolled Agent
Hosted by: CAPA-NoVA

Zoom Information: 904 983 5892; Passcode: CAPA

The 1099 filing deadline (2/2/2026)

1. Who must issue 1099-NEC vs. 1099-MISC

2. Common filing mistakes and how to avoid penalties

3. Practical DIY tips for filing your own 1099s correctly

This seminar is ideal for:

Small business owners / Independent contractors
Nonprofits and treasurers
Landlords with rental repairs

Exciting News: New Book to Publish

My new book “Financial Literacy For Young People, Series 1: Become A Homeowner And Real Estate Investor By Age 25” is accepting pre-ordering: Join the FLY Book #1 Preorder Community!

· If you are between 18 and 25, you will receive it for FREE, with your name and one sentence quote about wealth.

· Parents: You are welcome to order with my autographed paper copy ($49) by PayPal to help@Smart1040.us

Use AI tools to optimize tax planning

Tax Planning with AI tools

Ten AI use cases in funding your child education
Ten AI use cases in funding your retirement
Ten AI use cases in analyzing life insurance policies
Ten AI use cases in applying the Buy, Borrow, and Build tax-free strategy
Ten AI uses cases in managing rental property bookkeeping
Ten AI use cases in discerning AI hallucination

Tax Preparation 2025

Use AI to prepare your 2025 tax return (federal plus Virginia state)

How to register?

$400 sign up/family. Educational & training expense can be deductible from your business or rentals. Half donate to CAPA or non profit