
Free Webinar — Tax Year 2026
Legally save $10,000–$100,000+ in 2026 with proactive tax strategy — not guesswork. Built for high-income earners, entrepreneurs, and professionals who are done overpaying.
in client tax savings documented
IRS-backed strategies in our playbook
CPA experience, Masters in Taxation
No gimmicks — IRS-backed strategies only
No gimmicks — IRS-backed strategies only
No gimmicks — IRS-backed strategies only
No gimmicks — IRS-backed strategies only
Your CPA optimizes for compliance — not for what you keep
Major financial decisions made without modeling the tax impact first
Entity structure set up once, years ago — never reviewed
Retirement vehicles underutilized or not in place at all
Filing correctly is not the same as filing optimally
Reactive CPA
MUSE Method™
Files what happened
VS
Plans before it happens
Annual review
VS
Year-round strategy
Compliance focus
VS
Wealth-building focus
Reacts to tax law
VS
Leverages tax law
Generic advice
VS
Situation-specific modeling
These are structural changes that high-income earners use to move from reactive filing to proactive wealth-building — each implementable in 2026.
Sole Prop vs. S-Corp vs. C-Corp — the wrong choice costs thousands per year. The right choice is specific to your income, structure, and growth trajectory.
Quarterly beats yearly. Income shifting, deduction acceleration, and 401(k) deferrals done at the right time — not the deadline — change your effective rate materially.
Model, Understand, Strategize, Execute. A year-round tax planning system for high-income earners who are done making six-figure decisions without a written tax model first.
Solo 401(k), SEP IRA, Cost Segregation, Section 179, Captive Insurance. 200+ IRS-backed strategies exist. Most earners use three. You should be using the right ten.
Tax is a team sport. The right CPA relationship — proactive, licensed, coordinated with your attorney and financial advisor — pays for itself before Q2.
California
Paying $74K in taxes annually. No entity structure. No proactive plan. 1099 income with no optimization in place.
Before
Saved
Strategy: Entity shift + Section 179 deduction optimization
Texas
No retirement structure in place. Incorrect income classification. Leaving significant tax-advantaged space unused every year.
Structure
Saved
Strategy: Solo 401(k) implementation + proper income classification
// 01
A clear, sequenced framework for moving from reactive to proactive — applicable to W-2, 1099, and business income structures.
// 02
Specific dollar outcomes from real clients at comparable income levels. Not theoretical — what happened and exactly how.
// 03
A clear path to a personalized Tax Freedom Session — a written analysis of your specific situation before you commit to any engagement.
The IRS code contains hundreds of legal, documented strategies for reducing
taxable income. The question is never "are there strategies?" The question is
"which ones apply to my income structure?"
S-Corp Election
Solo 401(k)
SEP IRA
Section 179
Cost Segregation
Captive Insurance
Augusta Rule
Backdoor Roth
Defined Benefit Plan
QBI Deduction
Income Shifting
Deduction Timing
Family Employment
Entity Splitting
Cash Balance Plan
Bonus Depreciation
QSBS Exclusion
Opportunity Zones
16 years as a Licensed CPA
Masters in Taxation — Fordham University
Co-Founder, MUSE AI Tax Platform
Former EY / KKR / J.P. Morgan
$100M+ in documented client savings

documented client tax savings
across 16 years of engagements
200+
IRS-backed strategies in
our active advisory playbook
$38K
average Year-1 savings identified
in a Tax Freedom Session
A written analysis of your specific tax picture — what you're overpaying, what you're missing,
and the exact next step. Before you commit to anything.
Only 7–8 families and business owners will be accepted this month.
This is your chance to secure your legacy and protect your family’s wealth.
BigApple Accounting Tax & Advisory LLC
| 201-925-1679
This webinar is for educational purposes only. Results are not guaranteed.
Past client outcomes are illustrative. Individual results will vary. Not legal or financial advice.