book presale: The Smart Family Tax Guide
About the Book
Mike Nie: Smart Family Tax Guide — Gifted Life Coaching
Tired of paying too much in taxes and feeling like the system is stacked against you? The Smart Family Tax Guide: 101 Ways to Keep More of What You Earn is your go-to guide for keeping more of your hard-earned money. I also included a special bonus chapter on SMART tax planning under the "One Big, Beautiful Bill Act" (OBBBA).
See a sample book chapter: How to Use AI to Do Your Tax Planning: Sample Book Chapter
How to Order: SMART Family Tax Guide Book Presale Ticket Entry Form - Google Forms
Tax Preparation
Our team of experts has the experience and knowledge to prepare accurate tax returns efficiently and effectively. We stay up-to-date with the latest tax laws and regulations to ensure that you receive the maximum refund possible and avoid any penalties.
How to Order: SMART Family Tax Guide Book Presale Ticket Entry Form - Google Forms
Early Praises
“This book is a spiritual and financial blueprint, brilliantly merging vision, clarity, and action. In the tradition of transformational guides like The Soul of Prosperity, Mike Nie invites you to create not just a vision board—but a living covenant with your family’s financial future. Through stories, practical steps, and heartfelt reflection, this work reminds us: we don’t just build wealth—we become it.”
- Rev. Jim Webb, Author of Create a Self-Manifesting Vision Board and The Soul of Prosperity
Exclusive Perks for Book Launch Supporters
When you buy a ticket to my launch, you’ll receive:
- A signed paperback or eBook at publication
- A handwritten thank-you note
- Your name in the Acknowledgments (“Special Thanks to…”)
- Access to my private Author Community for behind-the-scenes updates
- Early excerpts, including the Introduction, with a chance to give feedback
- A vote on the final book cover and title
- A bonus worksheet or toolkit inspired by the book
- Exclusive launch event invite (virtual Q&A or celebration)
- A sneak peek at future projects and offers
The Author
As a CPA with over 25 years of experience in finance, tax, and accounting, I wrote The Smart Family Tax Guide: 101 Ways to Keep More of What You Earn to fill a critical gap I’ve observed in the profession—while many CPAs act as information processors, few serve as true tax advisors. This book is my effort to change that by translating complex tax laws into practical, empowering strategies that help hardworking middle-class families build wealth, retire early, and create lasting legacies through ethical, informed tax planning.
How to Order: SMART Family Tax Guide Book Presale Ticket Entry Form - Google Forms
six week small business tax planning training (each january)
Covered Topics
· 10 tax strategies for small business families (LLC filing Schedule C)
· Small business tax planning under new tax law on the horizon
· LLC business plan & record keeping template
· Auto expense deduction strategies
· How to hire children by personal LLC
· LLC retirement plan (solo 401(k) and matching)
· Home office strategies & Augusta rule
· Travel on business with family board of advisors
· Small business health & medical cost deduction
What format?
The format of this course will entail Zoom recordings, AI transcripts, and slides .
What time?
- Every Thursday 9pm EST
About Coach Mike, CPA, CFA, CFP, EA
six-week Family Foundation Class (each May)
Agenda
1. 10 IRS rules regarding family foundation (5%, 1.39%, 60%, 30%, 20%, 5 year, 3 year, and more)
2. 10 key documents to make your family foundation audit proof
3. 10 AI use cases regarding family foundation
4. 10 reasonable expenses you can deduct within your family foundation
5. 10 things you don’t know about family foundation
6. 10 family foundation 990 PF tax returns for your deep searching & learning
7. How to donate your RSU stocks into family foundation
8. How to establish cash value life insurance within your family foundation
9. How to use your family foundation to invest in crypto currency
10. How to use your family foundation to create career pathway for your children
Audience
- Mid to high-income families
AI Era Bonus
- Use Tax GPT to run your family foundation
Six week fly program (financial literacy for young pros)
Topics to cover
***Targeted to young professionals ages 25-35***
1. First job - employee benefits
2. First house - tax savings and credits
3. First marriage - MFJ or MFS
4. First rental - Schedule E
5. First baby - UTMA, 529, ESA and cash value whole life
Bonus Content
1. Tax planning around medical power of attorney & living trust
2. Tax strategies for your first LLC or side business/gig income
3. Tax benefits for solo 401(K), HSA and back door Roth IRA
Sponsored by Chinese American Network, a 501(c)(3) non profit
- Zoom class
- Recording
- One sign-up
- Parents able to listen in for free
Family Centered Real Estate Tax Strategies (each june)
Six week workshop
Zoom Class. Thursday in Chinese. Friday in English
9/12/2024 class 1
Topics (subject to change)
1. Schedule E deep dive
2. Section 121 and 1031 exchange combo
3. LLC & S corp and Rental Combo (IRS self-rental safe harbor)
4. Real estate professional – do’s and don’ts
5. Hire your child in rental
6. College campus rental with 529 distribution combo
7. Real estate K-1 case study
8. Real estate legacy planning: “swap until I drop”
9. Cost segregation strategy
10. Property management company strategy
Real Estate Tax Consulting
Experienced CPA provides expert tax consulting services for any tax issue you may be facing. Let us help you find the best solution for your tax needs.
SIX-WEEK FLY class (FINANCIAL LITERACY FOR YOUth) (each july
Zoom class every Thursday 8:30pm Eastern
Toward high school and college students
Tax matters you should know but college does not teach you
1. Ten strategies to fund college expenses.
2. How to use compound growth to achieve 'Let money work for you; not you work for the money."
3. Do not chase hot stocks. Do not chase hot girls.
4. Ten things to do for your eighteenth birthday.
5. Rich dad vs. Poor dad.
6. Professional and financial career advice in the AI age.
Prior year student feedback (Aileen from Columbia University)
S Corp Boot Camp – four weeks upon request
Tax Planning
- Tax planning strategies for S Corp small business owner
Tax Preparation
- Form 1120S deep dive
Bilingual Zoom class
- Zoom class with recording and materials (Thursday in Chinese, Friday in English)
Speakers
- Mike and Yinan are both seasoned CPAs (with Big Four prior working experience PwC and Deloitte)
Charity giving back
- Half of your tuition (50% of $300) will be donated to non profit such as CAPA.
tax tips for holiday season (each Thanksgiving & Christmas e
Tax Planning
Monthly tax workshops
Each 4th Tuesday of November and December
Fun to learn; fun to earn
Zoom ID 9049835892; PIN: CAPA
We provide audit-proof workpaper templates: Schedule C, E, home office, auto, donation and more