The tax strategies most owners never hear about
Entity structuring, the Augusta Rule, accountable plans, and R&D credits. Explained in plain English, not tax code.
Most business owners have a CPA. Most have a financial advisor. Almost none have ever had them in the same room. For 90 minutes, we're fixing that. Real strategy, not a sales pitch.
Free to attend. Seating is limited to 40.
Entity structuring, the Augusta Rule, accountable plans, and R&D credits. Explained in plain English, not tax code.
How a coordinated plan changes your numbers versus two experts working off different information.
The specific moves that saved a chiropractor $47,000 in year one and a manufacturing company over $200,000.
What good coordination looks like, and the exact questions to ask if you're not sure you're getting it.
Leave with a clear list of what to do next. Not just notes to sit on.
Overpaying for years without knowing it. One entity restructure changed everything.
Six figures of avoidable tax exposure, uncovered in one full review of structure and deductions.
Same advisor for over a decade with no real tax strategy behind it. One review found what he'd been overpaying every single year.
Based in Coeur d'Alene, Collin works directly with business owners and real estate investors on proactive tax strategy, not just filing returns after the fact. His firm is built around one idea: your CPA should be finding you money, not just reporting what you already made.
Serving the Spokane and Coeur d'Alene area, focused on building investment strategy that works alongside your tax plan instead of around it.
90 minutes. No pitch. Just the plan you've never had. Seats are limited to 40.
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