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Track 07330 minutes6 courses, 0 available now

Tax Reduction and Strategy

Cut your tax bill without an entity or a trust

This track is the on-ramp for the whole curriculum and the one most people should take first. It teaches how the system works, what the One Big Beautiful Bill changed, and the moves that cut a tax bill without an entity or a trust: retirement accounts, timing, charitable giving, and staying out of penalty range.

Everyone: W-2 earners, families, investors, and retirees.

This track is for you if

  • You are a W-2 earner, family, investor, or retiree
  • You want to understand your own return
  • You are new to the curriculum and want to start somewhere

How the track builds

  1. 01

    Start with how brackets, deductions, and credits actually work

  2. 02

    Use the big deductions after the One Big Beautiful Bill

  3. 03

    Work retirement accounts, timing, and charitable giving

  4. 04

    Finish with estimated taxes, notices, and audits

Courses in this track

  • 7.1

    How the Tax System Actually Works: Brackets, Deductions, Credits, and Your Real Rate

    Coming soon

    Read your own tax return, know your real marginal rate, and see exactly where every dollar of tax comes from, so every strategy in this curriculum makes sense.

    View the course
  • 7.2

    The Big Deductions After the One Big Beautiful Bill: State Taxes, Charity, Mortgage, Medical, Tips, Overtime, and Seniors

    Coming soon

    Capture every deduction the new law gives you and plan around the caps, floors, and phase-outs that quietly take them back.

    View the course
  • 7.3

    Retirement Account Strategy: Roth Conversions, Backdoor Roths, Health Savings Accounts, and Required Distributions

    Coming soon

    Choose between traditional and Roth with real numbers, execute a backdoor or mega backdoor Roth cleanly, and time conversions and required distributions to pay the least tax over your lifetime.

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  • 7.4

    Timing and Income Shifting: Deferral, Harvesting, Bunching, and Opportunity Zones

    Coming soon

    Move income into low-tax years and deductions into high-tax years, harvest gains and losses on purpose, and know where opportunity zones fit after the new law.

    View the course
  • 7.5

    Charitable Giving Strategies: Donor-Advised Funds, Appreciated Stock, Qualified Charitable Distributions, and Charitable Trusts

    Coming soon

    Give the way the wealthy give, so each gift costs you less, and use charitable trusts to turn a big gain or a business sale into income and a deduction.

    View the course
  • 7.6

    Staying Clean: Estimated Taxes, Penalties, Notices, and What to Do If the IRS Audits You

    Coming soon

    Pay the right amount on time, avoid the penalties that eat your savings, and handle any IRS letter or audit calmly and correctly.

    View the course

What every course includes

  • A narrated lesson of 45 to 60 minutes, produced as audio
  • A designed slide deck you download and keep
  • A computational workbook that runs the actual legal tests
  • A toolkit of checklists and protocols
  • A legal authority appendix carrying the two-pass vetting protocol

Want this applied to your facts?

The curriculum teaches the framework. If you would rather have it run against your own returns and structure, that is the paid consult track.

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Educational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.