Understand how personal taxes, investments, real estate, and business structures fit together—and build a defensible strategy for keeping more of what you earn.
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Tax Strategy Intensive is a four-session course with Neal McSpadden that replaces isolated tax tips with a systems-based view of how personal and business taxes work. Starting with Form 1040, the course follows money from income through deductions and credits, then examines how investments, retirement accounts, real estate, and business entities change the result.
Across practical examples and extended Q&A, you’ll learn to compare entity structures, assess strategies such as cost segregation and 1031 exchanges, and build defensible reimbursement and family-employment systems. The emphasis throughout is on documentation, implementation, and asking better planning questions—not simply preparing a return after the year is over.
President · Tax Sherpa
Neal McSpadden is an engineer, entrepreneur, and tax strategist who applies systems thinking to business finance and tax planning. As president of Tax Sherpa, he helps business owners build clear, resilient structures that support growth, control, and personal freedom.
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