Advanced Tax Engineering: The Strategic Tax Handbook for High Earners
Advanced Tax Engineering: The Strategic Tax Handbook for High Earners
Taxes are likely your single largest expense in life. “Advanced Tax Engineering” is not about evasion; it is about utilizing the IRS code exactly as it was written to optimize your lifetime wealth. This Hub integrates 16 strategic protocols into a cohesive roadmap, taking you from basic compliance to tax-free abundance.
๐ Strategic Roadmap
Phase 1: Foundations (Deductions & Status)
Optimizing the basics: Cost Basis, Filing Status, and Dividend types.
#353 Cost Basis Strategy
Why FIFO is Costing You Thousands and How “SpecID” Saves It.
#372 Itemized Deductions (Bunching)
How “Bunching” Unlocks Thousands in Tax Savings.
#375 The Marriage Tax Penalty
When Saying “I Do” Costs You Money.
#360 Qualified vs. Ordinary Dividends
The Tax Privilege of “Holding On”.
Phase 2: Income & Asset Engineering
Manipulating where and how you recognize income to minimize rates.
Phase 3: The “Zero Tax” Protocols
Advanced loopholes for Business Owners and Investors (IRS Sections 1202, 280A).
#392 The Mega Backdoor Roth
How to Stuff $69,000 Into Your Retirement Account.
#378 The HSA “Shoebox” Strategy
The Ultimate Triple-Tax-Advantaged Retirement Account.
#395 QSBS (Section 1202)
The $10 Million Loophole: How Section 1202 Wipes Out Your Tax Bill.
#398 The “Buy, Borrow, Die” Strategy
How Billionaires Pay 0% Capital Gains Tax.
#389 The Augusta Rule (280A)
How to Shift $20,000 from Your Business to Your Pocket Tax-Free.
Phase 4: Defense (Traps & Limits)
Avoid the mistakes that trigger audits and penalties.
Phase 5: Legacy & Wealth Transfer
Passing it on without paying 40% to the government.
COACHING DIRECTIVE
- Start Here: Master Phase 1 (Fundamentals). Correctly setting your Cost Basis (#353) and using Itemized Deductions (#372) are immediate wins.
- Business Owners: Phase 3 (Zero Tax) is your playground. Implement the Augusta Rule (#389) and Mega Backdoor Roth (#392) immediately.