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.
What you’ll walk away with
Skills, not certificates of attendance
Curriculum
4 chapters · 19 lessons
6h 07m total01The Structure Decision4 lessons+
- 1Sole trader, LLC, corporation: what actually changesVideo21:40
- 2The profit thresholds where structure starts paying for itselfVideo18:15
- 3Holding companies and subsidiaries: when they are real, when they are theatreVideo24:05
- 4Restructuring mid-year without triggering a tax eventVideo16:30
02Paying Yourself Without Paying Twice5 lessons+
- 1Reasonable salary: how the number is actually benchmarkedVideo19:50
- 2Salary, dividends, distributions and loans compared on one pageVideo26:10
- 3Retirement accounts as the biggest legal deduction most founders skipVideo23:35
- 4Director loans and owner draws: the traps that create tax billsVideo15:20
- 5Paying a spouse or family member defensiblyVideo14:45
03Deductions, Credits and Grey Areas5 lessons+
- 1The deduction audit: 40 categories most small businesses missVideo28:00
- 2Home office, vehicle and travel without inviting scrutinyVideo22:25
- 3R&D and innovation credits for non-technical businessesVideo25:10
- 4Capital versus expense: timing purchases for maximum reliefVideo17:55
- 5Where founders cross the line: five real disallowancesVideo13:40
04Systems, Cash and Your Accountant5 lessons+
- 1The quarterly tax reserve account and the percentage to holdVideo16:05
- 2Receipts, mileage and a records stack that survives an auditVideo19:30
- 3The annual tax calendar: eleven dates that matterVideo12:50
- 4Hiring, briefing and grading an accountant or tax adviserVideo21:15
- 5The year-end planning meeting: agenda and questions to askVideo18:40
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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