COACHING SCHEDULE

All calls begin at 6:00 p.m. PST, unless specifically noted

2010

  • August 10: Pension Plan Investing
  • August 24: Tax-Free Benefits from Your Business
  • September 7: Basics of Understanding Financial Statements
  • September 21: Understanding Financial Statements Cycles
  • October 12: Understanding Financial Statements: Tracking Key Indicators
  • October 26: Understanding Financial Statements: Creating a 1-Page Dashboard
  • November 9: The Top 10 Agreements You Must Have
  • November 23: Year-end Tax Strategies
  • December 14: Secrets of the Rich: Legally Sidesteaming Income
  • December 28: Most Commonly Missed Deductions

2011

  • January 11: Taxes Today: What to Expect in 2011
  • January 25: Business Structures in 2011 & Beyond
  • February 8: Tricks & Traps of C Corporations
  • February 22: Winning the Independent Contractor Agreement
  • March 8: Trust Sandwich Strategies
  • March 22: Advanced Series LLC Secrets
  • April 12: Updated Real Estate Loopholes
  • April 26: Are Your Employees & Partners Ripping You Off?
  • May 10: Internet Tax Update: Nexus, Amazon Tax, iTunes, PayPal and More!
  • May 24: Annual Minutes, Annual Meetings and How to Save Money on Your Summer Vacation in 2011
  • June 14: Write Off Your Car
  • June 28: Create Multiple Streams of Income From What You Know