Good Deals

The Owner's Tax Workbook

60+ moves that compound. Source-linked. Built for owners.
Andrew Escher, CFA Charterholder · IAR
Good Deals Advisors, LLC — Austin, TX
DRAFT — for discussion only

How this workbook works

This is the complete owner playbook — every structural, tax, and planning move we walk through with clients during a Foundation Review. Each item has a quick description, a dollar-value range at typical owner brackets, more context on when it applies, and a source link to the underlying tax code or IRS guidance.

To use it: Read top-to-bottom on first pass. Flag the moves that apply to you (most owners find 8-15 that fit). Take that list to your CPA + financial adviser for implementation. Or book a Foundation Review and we'll walk it together against your specific numbers.

What it isn't: Personalized tax or financial advice. The dollar values are typical-bracket midpoints — your specific savings depend on entity, state, profit level, family situation, and goals. This is the menu; the meal is custom.

Sources: Every move is paired with a primary citation — IRS publications/topic pages, Cornell LII (26 U.S.C. — Internal Revenue Code), SEC investor.gov, or Corporate Finance Institute. No fabricated URLs. We don't summarize what the source says — we link to it directly so you can verify the rule yourself.

Table of contents

Want this run for your specific numbers?

The workbook is the menu. The Foundation Review is the meal — 90 minutes with Andrew, walking through the items that apply to your specific situation, with dollar values at your bracket and a sequenced implementation plan.

Book the Foundation Review →

$500 · 90 minutes · Credited toward an engagement if we work together · Refunded if we don't.
Or start free: the 5-minute walk.

Good Deals Advisors, LLC — Austin, TX
Andrew Escher, CFA Charterholder · Investment Adviser Representative
Investments custodied at Altruist. Insurance placed via BackNine.

Educational only. Not personalized financial, tax, or insurance advice. Always engage a licensed CPA and financial adviser before implementing any move from this workbook.