Mike,
It's November. The year-end advice is coming: "Buy a truck before December 31."
A truck your business needs is a fine deduction, and 100% first-year depreciation is now permanent. But spending a dollar you didn't need to spend, to save part of it in tax, still leaves you poorer. That's a shopping trip, not a strategy.
If you paid more than $50,000 in federal and state tax combined for all of 2025, discover your #1 tax-planning gap in about 2 minutes.
I think of the tax law as a set of incentives. It rewards people who do what the government wants done: build businesses, hire, invest and provide housing. Do those things on purpose, document them, and the law works for you.
That's where our goal to save you 10 to 40% in 6 months or less comes from.
The incentives have names:
- How your business is set up, and how you pay yourself
- How your retirement plan is designed
- Depreciation, including cost segregation on real estate
- Real estate investments
- Family members on payroll, doing real work
- Timing: when income lands, and when expenses do
Every move is legal and documented, so it can be defended if anyone asks. Boring, on purpose.
Our free, 60-minute Tax Strategy Review identifies which of these may fit your situation. It isn't advice; that comes only under a services agreement. If you're a fit and we work together, our goal is to legally reduce your tax bill by 10 to 40% in 6 months or less.
→ Discover your #1 tax-planning gap that may be costing you thousands and see if you qualify. If you do, you'll be invited to apply for your free review, starting with a 15-minute prep call with our team.
Live Tax Free,
Tom Wheelwright®, CPA
Founder & CEO
PLA Software & WealthAbility®
P.S. Review slots are limited. If you want a review before year-end, take the assessment by Friday, November 20. After that, we can't promise one before December 31.
The Tax Strategy Review is free. It identifies opportunities and isn't tax, legal or accounting advice; advice comes only under a services agreement with a TFW Advisors franchise firm. Results depend on your situation and aren't guaranteed.
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