Incipio Academy
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Course N°181 — Finance

The Founder's Tax Playbook: Keep More of What You Earn

with Incipio Studio

Original curriculum by Incipio Academy

Entity choice, how you pay yourself, what you can legitimately deduct, and the records that survive an audit. The tax decisions that quietly decide your take-home profit.

19 lessons19 videos6h 07mIntermediateLifetime access

What you’ll walk away with

Skills, not certificates of attendance

01Choose the right legal entity for your profit level and risk
02Set a salary-versus-distribution split your accountant will defend
03Build a deduction list that is aggressive but audit-proof
04Forecast and fund quarterly tax so bills never surprise you
05Brief an accountant properly and judge whether they earn their fee

Curriculum

4 chapters · 19 lessons

6h 07m total
01The Structure Decision
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  1. 1Sole trader, LLC, corporation: what actually changesVideo
    21:40
  2. 2The profit thresholds where structure starts paying for itselfVideo
    18:15
  3. 3Holding companies and subsidiaries: when they are real, when they are theatreVideo
    24:05
  4. 4Restructuring mid-year without triggering a tax eventVideo
    16:30
02Paying Yourself Without Paying Twice
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  1. 1Reasonable salary: how the number is actually benchmarkedVideo
    19:50
  2. 2Salary, dividends, distributions and loans compared on one pageVideo
    26:10
  3. 3Retirement accounts as the biggest legal deduction most founders skipVideo
    23:35
  4. 4Director loans and owner draws: the traps that create tax billsVideo
    15:20
  5. 5Paying a spouse or family member defensiblyVideo
    14:45
03Deductions, Credits and Grey Areas
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  1. 1The deduction audit: 40 categories most small businesses missVideo
    28:00
  2. 2Home office, vehicle and travel without inviting scrutinyVideo
    22:25
  3. 3R&D and innovation credits for non-technical businessesVideo
    25:10
  4. 4Capital versus expense: timing purchases for maximum reliefVideo
    17:55
  5. 5Where founders cross the line: five real disallowancesVideo
    13:40
04Systems, Cash and Your Accountant
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  1. 1The quarterly tax reserve account and the percentage to holdVideo
    16:05
  2. 2Receipts, mileage and a records stack that survives an auditVideo
    19:30
  3. 3The annual tax calendar: eleven dates that matterVideo
    12:50
  4. 4Hiring, briefing and grading an accountant or tax adviserVideo
    21:15
  5. 5The year-end planning meeting: agenda and questions to askVideo
    18:40

Your instructor

Incipio Studio

Original curriculum by Incipio Academy

Incipio Studio is the academy's in-house curriculum team. Studio courses distill proven playbooks, frameworks, and operator interviews into structured, do-this-next lessons, researched and produced by Incipio Academy.

“I went through the deduction audit in one evening and found over nine thousand we had been leaving on the table every year. The salary split alone paid for the course many times over.”

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— 19 lessons, 6h 07m
— 19 videos
— All future updates included
— 30-day money-back guarantee