FINATION/Complete S-Corp Strategy Library

  • $79

Complete S-Corp Strategy Library

  • Bundle
  • 4 Items

Everything you need to confidently navigate life after your S-Corp election, all in one bundle. Get the S-Corp Owner’s Playbook, plus specialized guides on Hiring children and spouses, the Augusta Rule, and Retirement contributions. Build a stronger foundation, explore additional tax strategies, and make more informed decisions for your business and future.

Contents

  • $17

Hiring Your Children and Spouse Through the Business

  • Download
  • 2 files

Learn how to legitimately employ your children or spouse through your S-Corp. This guide covers real job duties, reasonable pay, payroll, documentation, child-specific rules, spouse considerations, Roth IRA opportunities, fringe benefits, and common mistakes—so family employment is structured correctly from the start.

  • $17

Retirement Contributions After the S-Corp Election

  • Download
  • 1 file

Understand how your S-Corp W-2 compensation impacts retirement contributions. Explore SEP-IRA, Solo 401(k), SIMPLE IRA, Mega Backdoor Roth, Cash Balance Plans, and SECURE 2.0 considerations, plus practical steps for choosing, reviewing, and coordinating your strategy each year.

  • $29

The Augusta Rule Toolkit

  • Download
  • 1 file

The Augusta Rule Toolkit is an educational guide and interactive workbook that helps business owners understand and implement the Augusta Rule (IRC §280A(g)). Learn how to determine fair market rent, document business meetings, maintain compliant records, and use practical templates, checklists, and worksheets to confidently implement the strategy correctly.

  • $39

The S-Corp Owner's Playbook

  • Download
  • 1 file

The S-Corp Owner’s Playbook is an owner-level advisory guide designed to help business owners understand what changes after an S-Corp election, including payroll, reasonable compensation, distributions, cash flow, reimbursements, tax strategy, common mistakes, and ongoing financial routines. It helps owners operate their S-Corp correctly and strategically.