book presale: The Smart Family Tax Guide
About the Book
Order Book by:
https://www.giftedcoaching.info/authors/mike-nie-smart-family-tax-guide
Tired of navigating tax code maze 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
About the Author
Mike Nie is a Christian father, tax strategist, and financial educator with over 25 years of experience helping families turn everyday decisions into lifelong opportunities. As a CPA, CFP®, CFA®, and IRS Enrolled Agent based in Gaithersburg, MD, Mike specializes in faith-based, family-centered tax planning—with a focus on proactive strategy, not just tax filing.
A proud dad in a blended family of four adult children—each navigating the complex path through college—Mike brings personal insight to topics like FAFSA optimization, 529 plans, Roth IRAs for teens, and turning tuition into tax-smart planning. His areas of expertise include real estate investing, S-Corp and LLC tax structures, and building family foundations (990-PF) that align with both faith and legacy.
Mike’s clients know him as a wise, down-to-earth advisor who makes complex tax law approachable—and even a little fun. Whether online or in person, he teaches workshops that blend technical clarity with Biblical principles, helping parents model stewardship, discipline, and financial empowerment for the next generation.
With each story and strategy he shares, Mike hopes to help families not just save on taxes—but grow closer, dream bigger, and build something that lasts.
Early Praises 1
“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
Early Praises 2
Mike holds many licenses: CPA/CFP/CFA/EA, and in my more than 20 years of professional career, I have rarely encountered a peer with so many professional certifications.
In recent years, he has persistently conducted volunteer financial education seminars for our CAPA Chinese community every month, tirelessly sharing what he has learned and applied with everyone.
As a fellow professional, I admire his comprehensive knowledge system, envy his efficient execution ability, and appreciate his sincerity and chivalry. Now he has launched his first new book, and I am fortunate to be one of the three recommenders, so of course I have to support him in my social circle:
"Mike Nie's book 'The Smart Family Tax Guide: 101 Ways to Keep More of Your Earned Money' is more than just a guide—it's a blueprint for wealth planning for middle-class families. With a father's heart and a strategist's mind, Mike demonstrates that vision boards are not just for dreamers—they are tools for planners. Each chapter translates tax law into actionable steps for wealth accumulation. This book reflects what I have always believed: true financial planning starts with a vision and ends with results."
Yinan Fenley, CPA, FINRA RR | Former Deloitte Auditor | Tax Strategist for High-Net-Worth Families
Early Praises 3
"As a CPA, I found this book to be extremely helpful. It’s well-organized, resourceful, and full of practical insights on tax planning and tax strategy. It breaks down complex U.S. tax law concepts into clear, actionable steps, with real-life examples and useful resources throughout. Go FIRE! Highly recommended!"- Yuping P, Texas CPA
Early Praises 4
A Practical, Legacy‑Building Playbook
As a long-time advocate for family and charitable growth, Mike Nie delivers exactly what busy, values-driven families need: clear, actionable tax advice with a larger purpose. The Smart Family Tax Guide isn’t just about saving money—it’s about building a legacy.
Nie’s strength lies in his real-world teaching style: thoughtful, conversational, and rich with live examples. Whether you’re planning for retirement, managing rentals, or launching a family foundation, his 101 strategies are to-the-point and doable.
What makes this guide warm and personal is its focus on family impact. The foundation chapters illuminate how smart tax planning can align with your giving goals—without sacrificing compliance or financial soundness.
Overall, this is a must-read for any family serious about financial responsibility and long‑term legacy. Easy to understand, deeply practical, and inspiring—well-suited for anyone who wants to teach their kids more than just tax code.
Suzanne S. Elliott, MA, Ed.
H.O.T. YOGA on the Island
Healing. Original. Therapeutic.
Founder/Director/Lead Teacher/Professor
USA Yoga, Non-Profit Board Member
H.E.A.R.T., Non-Profit, Inc. Board Member
F.I.T. Fun Innovative Training &
W.A.Y. Wild About Yoga, Creator/Founder/Master Trainer/Coach
Early Praises 5
It is a really good read overall. I find the information helpful, the flow of the book is straightforward and logical, and for the people who are interested in managing their personal finances and taxes better, this can be a very useful resource for sure.
Rebecca Yeung
Independent Board Director
Fortune 50 Senior Executive
Author, What Rules?: Think Differently About Success and Cultivate a Happy Life
Early Praises 6
I really like the heart behind your book—it feels grounded in real life, and that's going to connect well with families who are trying to make smarter moves but don't know where to start. My suggestion would be to keep things as plain and accessible as possible—add more breakdowns in layman's terms where the content gets heavy. Maybe also break up some of the longer chapters or use formatting to highlight your main tips. Overall, it's valuable, but a few structural changes will make it even more approachable to non-tax professionals.
Lori Correa
Training Program Manager
Drake Software, Professional Tax Solutions
Early Praises 7
“Your book is SUPERB—so, it’s my pleasure. I’m hoping to get a few copies for my friends and relatives because it’s probably the most useful material I’ve ever seen on taxes!”
Frances A. Chiu, Ph.D.
Editor of nine award-winning books (2023-2025);
Author, The Routledge Guidebook to Paine’s Rights of Man;
Dissertation/thesis coach;
31x boosted writer on Medium;
Smith College A.B.; and
Oxford University, Ph.D.
Early Praises 8
" Mike breaks down intricate real estate tax strategies into clear, actionable steps suitable for investors at any level. This impactful book masterfully navigates and simplifies complex tax laws and regulations. Each page delivers game-changing advice, enriched with real-life case studies that bring the strategies to life." -- Fred W., Real Estate Professional
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