Get started with your tax savings consultation!
Get started with your tax savings consultation!
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.
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
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
“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
When you buy a ticket to my launch, you’ll receive:
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
· 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
The format of this course will entail Zoom recordings, AI transcripts, and slides .
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
***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
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
Zoom Class. Thursday in Chinese. Friday in English
9/12/2024 class 1
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
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.
Toward high school and college students
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.
Monthly tax workshops
Fun to learn; fun to earn
We provide audit-proof workpaper templates: Schedule C, E, home office, auto, donation and more
A seasoned CPA/CFP/CFA/MBA is happy to help you become tax smart.
"Do not strive to get rich; save your wisdom." Proverbs 23: 4.
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