Self-Employed Tax Playbook

A collection of strategies to help business owners & high earners keep more of their wealth. Have questions? Email Ben Stauffer, CFP®️

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Introduction

01Important Tax Rates 02Rule #1: Keep It Simple 03AI Strategist (How to install)

Optimized Earnings

04Earnings Overview 05S-Corp Election 06Tax-Advantaged Accounts 07Pay State Taxes with Business 08Qualified Business Income Deduction 09Optimal Salary 10Hiring Spouse 11Cash + Bond Selection 12Asset Location 13Clean Books 14Charitable Giving

Optimized Investments

15Investment Overview 16Tax-Efficient Investing 101 17Managing Concentrated Positions 18Direct Indexing 19Borrow Against Portfolio 20Advanced Tax-Aware Investments 21Real Estate 22Step-Up in Basis 23Box-Spread Loans

Optimized Legacy

24Estate Overview 25Exclusion Gifting 26Insurance 27Avoiding Probate 28Core Documents 29UHNW Asset Location 30Letter of Instructions

Lindy Wealth, LLC (“Lindy Wealth”) is a registered investment adviser in the State of California. Registration does not imply a certain level of skill or training. Lindy Wealth provides fee-only financial planning and investment advisory services, acts as a fiduciary in all client relationships, and does not sell financial products or receive commissions.

This website is for informational purposes only and does not constitute investment, legal, tax, or other advice, or an offer to sell or solicitation to buy any security. All investment strategies involve risk of loss; past performance is not indicative of future results.