Structure & Taxation
The visual primer on pass-through taxation. Visualizes how money flows from the entity to the K-1, compares S-Corp vs LLC/C-Corp liability, and checks initial eligibility.
Strategic Navigator
Persona-based guidance for Consultants, Real Estate Investors, and Tech Startups. Identifies the "Sweet Spot" for conversion and warns against asset-holding traps.
Salary vs. Distribution
The core operational engine. Interactive simulator to balance the tax savings of distributions against the IRS audit risk of low salaries.
Advanced Tax Planning
Deep dive into Solo 401(k) vs SEP IRA comparisons, health insurance deduction workflows for >2% shareholders, and year-end timing strategies.
State & Local (SALT)
Navigates the complexity of Nexus, State Conformity, and the massive opportunity of the Pass-Through Entity (PTE) tax election workaround.
Compliance & Filing
The operational dashboard. Features a filing deadline calendar, late penalty calculator, and risk checklists to keep the corporate veil intact.
Strategic Lifecycle
Advanced scenarios: Converting C-Corps to S-Corps (BIG Tax), managing Shareholder Basis, and executing an Exit (Asset vs. Stock Sale).
The Optimization Roadmap
Establish & Validate
Use Structure & Taxation to confirm eligibility and the Strategic Navigator to validate the business case.
Calibrate Operations
Set your Salary vs Distribution split. This is the single most important number for audit protection and tax savings.
Maximize & Comply
Implement Strategies (401k, Health) and leverage SALT/PTE elections while maintaining strict Compliance.
Exit or Evolve
Use the Lifecycle module to plan for an asset sale, stock sale, or conversion to C-Corp for VC funding.