Kamis, 20 Maret 2025

💵 your CPA "forgot" to tell you this

| Kamis, 20 Maret 2025
Subscribe here | Unsubscribe here | FIV #68 Mar 20, 2025
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A quote from Tommy G. Thompson that says, "There are only two ways to make a lot of money: One is to be rich. The other is to understand taxes." Accompanied by a black and white image of Tommy G. Thompson.

✅ Today's Checklist:
  • How to MAJORLY reduce your taxes
  • The "AI business growth" scorecard
  • Buy this book to build tax-free wealth (no affiliation)
🤔 Trivia Question: Which of the following is a tax deduction that many entrepreneurs overlook, despite being eligible for it?

A) Interest on business loans
B) Premiums for life insurance
C) Personal expenses that benefit the business
D) Membership fees for business associations

(Find the trivia answer at the bottom)

QUICK LINKS


📈 Growth.  Take this "AI Business Growth" Scorecard to discover hidden AI growth opportunities in 2 minutes.

🧠 Mental health. How to get rid of brain fog: 6 science-backed tips.

🚀 Leadership. The one trait that all successful founders share—according to OpenAI CEO Sam Altman.

💊 Supplements. What's the best time to take your vitamin D?

📱 Marketing. How to sell directly to your customers through social media.

The Wealthy Pay Fewer Taxes—Here's How You Can Too

 
I'm finishing up the book Tax-Free Wealth by Tom Wheelwright and am amazed by the complexity of the US tax code.

But I'm even more amazed by the fact that it feels like every year, I learn something new about how to save money legally on taxes…learning about strategies most CPAs ignore or tell their clients nothing about.

And the book also pissed me off.

Not because it was bad...but because it exposed how much money I've been leaving on the table all these years.  

💰 Here's a fun stat that'll ruin your day: The average American spends 34% of their lifetime earnings on taxes.

That's more than housing, food, and healthcare COMBINED. Let that sink in...you're literally spending MORE on taxes than you spend keeping yourself alive.

And the worst part? Most people are massively OVERPAYING... taxes are their biggest expense simply because nobody taught them the rules of the game.

Here's what the wealthy already understand: The tax code isn't designed to take your money—it's designed to show you how to keep it.

But here's where it gets even more interesting...the biggest tax breaks aren't for employees.

They're for business owners, investors, and the people who actually know how to play the game.

If you're an entrepreneur and you're not leveraging these strategies, you're working way harder than you need to.

The Tax Code Is a Cheat Code—If You Know How to Use It


Tom Wheelwright, tax strategist and the author I mentioned above, breaks down a crucial concept:

➡️ The tax code is NOT just about paying taxes—it's actually a map of incentives. Governments reward people who help grow the economy—by creating jobs, investing in housing, and building businesses.

🚨 80% of the tax code is written to help you pay LESS in taxes—but only if you take advantage of it.

Employees don't get those benefits. Business owners and investors do.

That's why entrepreneurs and the ultra-wealthy pay significantly less in taxes than the average person.

Not because they're cheating. Because they understand the system.

The Smartest Tax Strategies That Save You Thousands

 
🤔 
A graphic illustrating a statement about taxes. It reads, "The biggest scam in life: Paying taxes on the money you make. Paying taxes on the money you spend. And paying taxes on things you own that you already paid taxes on with already taxed money.

Here are some strategies I actually use—and what most entrepreneurs completely overlook:

1. The Augusta Rule (Free Tax-Free Income) The IRS allows you to rent your home to your business for up to 14 days per year—and that income is 100% tax-free.

Example:

🏡 Market rate to rent a space like yours for an event? $1,500 per day

📅 14 days x $1,500 = $21,000 of tax-free income

✅ Your business gets a deduction
✅ You personally pay zero tax on that money
✅ You don't even need an LLC to do this

Most people miss this one. Don't be that person.

2. Vehicle Deductions (Write Off Your Car Like a Boss)

If you use your car for business, you can deduct mileage or even the entire cost of your vehicle.

Mileage Deduction: You can deduct 67 cents per mile (2024 rate) for business use.
Bonus Depreciation: If your vehicle is over 6,000 pounds (like a Tesla Model X or a Range Rover), you may be able to deduct the entire purchase price in year one. Check out Section 179 to learn more.

Imagine writing off a $100,000+ SUV against your taxable income. That's real money.

3. Invest in Real Estate (The IRS Loves Landlords)

Why do so many wealthy people own real estate? Because the tax benefits are insane.

Here's how it works:

Depreciation allows you to deduct "phantom losses"—even if your property is making money
✅ You can use rental losses to offset business income
1031 Exchanges let you sell properties TAX-FREE and roll the gains into another property

Example:

You make $50,000 in rental income but have $50,000 in tax deductions from depreciation—you pay $0 in taxes.

It's why so many millionaires invest in real estate instead of stocks.

Right now my wife and I are converting our primary residence to a rental property in Marina Del Rey. The income + tax benefits created make more sense than selling the home as we explore and move to Orange County.

4. Max Out Your Retirement Contributions (Use the Government's Money)

Most people underuse tax-advantaged accounts, but the wealthy maximize them.

✅ Solo 401(k): Contribute up to $69,000 per year tax-deferred 
SEP IRA: Another way to stash tax-free money if you're self-employed
HSA (Health Savings Account): Tax-free contributions AND tax-free withdrawals for medical expenses
Defined Benefits Plan: Are you an entrepreneur that has at least one company without employees? You can establish a DB plan and save tens of thousands (if not six figures) in taxes annually. I set one up almost a decade ago and am damn happy I did.

Advanced Maneuver: I recently set up a Mega Backdoor Roth after learning that Peter Thiel did so to save billions. I wrote about it in this LinkedIn post HERE

Why does this matter?

Because the more money you shelter, the less tax you pay.

5. Tax Bracket PlanningStep One (Cut your taxes in half)

Paying 35% in federal taxes and would rather pay 20%? This could work for you and it doesn't entail some elaborate offshore shady strategy. This works especially well if you're starting out and making little to no profit because then you'll avoid gift taxes.

Have adult children? Give them a portion of your business. For instance, according to 2023 fed tax brackets, single filers with less than $44,725 in income and married filers with less than $89,450 in income pay only 12%. If you're currently in the 35% fed tax bracket ($231K to $578K of income) and have 3 unmarried kids, you could transfer ~$135K of income to them and save $31K in taxes annually by doing so.

Have elderly parents in a low-income bracket? You can do the same thing.

And remember, it's not how much of the business you own that matters; it's how much you control.

If you're the manager of your LLC, and your kids each have trusts where you and your spouse are the trustees, this can work wonders.

Speak to your CPA to figure this out because you want to get it right. And if you have non-adult kids under the age of 18, you can pay them up to $15K/year tax-free. Lots of options!

6. Tax Bracket PlanningStep 2

Don't waste a down year!

Many businesses have down years where a typically high earner will have much lower income in one or two years (especially in down economies).

This is all about taking advantage of your own personal tax brackets.

This may mean that in a down year, after taking all deductions, you have a loss for the year. What do you do in these situations? Create income.

You can postpone certain deductions and cause some income to be recognized in the current year that would normally have been recognized in a later year.
 
7. The Home Office Deduction (Your Rent Should Work for You)
 
You probably already know about this one, but I'll include it anyway because it's so damn easy. If you work from home, you can legally deduct a portion of:

✅ Rent or mortgage payments
✅ Utilities & internet
✅ Property taxes
✅ Home repairs & maintenance

But here's the catch: It has to be a dedicated space exclusively used for business. A simple 200 sq. ft. office in your home could translate to thousands in deductions every year.

🛠️ The Simple Rule: Structure Your Life Like an Entrepreneur
 
If you're paying taxes like an employee, you're doing it wrong.

💡 Employees pay taxes first, then spend what's left.
💡 Entrepreneurs spend first, then pay taxes on what's left.

That's the difference between playing the game and getting played.

Even if you're making good money, if you're not thinking like an investor and business owner, you're leaving money on the table.
 
⚠️ How Much Should You Focus on This?
 
Trying to game every tax rule can become a full-time job.

You don't need to get lost in the weeds. Just take the base hits that save you $10K-$30K per year—and move on.

🚀 Step 1: Get an accountant who understands tax strategy (not just filing paperwork).
🚀 Step 2: Set up your business to take advantage of legal deductions.
🚀 Step 3: Invest tax-free where possible—real estate, 401(k)s, HSAs.

Tax law favors those who build things. That's why the wealthy pay less and the middle class overpays.

The system is already rigged in favor of entrepreneurs. You just need to start using the rules to your advantage.

[Brain Fog] Killing Your Tax Deductions?


A man having his blood drawn by medical professionals for testing.

So tax season is kicking your ass, huh? I get it.

The numbers are swimming... your brain feels like mush... and that 3 pm energy crash hits harder than your accountant's judgment when they see your "business expenses."

But here's the thing about running a business...you can't afford to operate at 60% capacity just because Uncle Sam wants his cut.

That's why I've been using Lifeforce even more than usual lately. Think of it as "performance enhancement" for entrepreneurs. (The legal kind. Don't get too excited.)

Here's what they do:
 
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And right now? They're hooking up my people with $300 off their first order.

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Claim Your Discount Now

Sean's Pick of The Week

 

This week's pick is Tax-Free Wealth.

I'm just scratching the surface here, but this book will completely shift how you think about money, taxes, and building real wealth.

You'll learn how to legally keep more of your money and make it work harder for you.

Read it all the way through and start playing the game like you actually know the rules.

MEME TIME

 
A meme featuring a smiling elderly man holding a cup of coffee, sitting at a laptop. The top text reads, "JUST PAID MY TAXES," and the bottom text says, "THE ROADS SHOULD BE FIXED ANY DAY NOW."

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