College Tax Strategy Toolkit – 3-Strategy Bundle
The College Tax Strategy Toolkit – 3-Strategy Bundle brings together three of the most powerful, IRS-compliant positioning strategies available to business-owning families preparing for college. This is not random tax advice — it is a coordinated framework designed to help you understand how timing, documentation, and business structure may influence your Adjusted Gross Income (AGI), a major driver in financial aid calculations. Each strategy is explained in plain English and supported with practical templates you can confidently review with your CPA.
Included in your bundle:
- Accountable Plan Toolkit (guide + sample policy + implementation template)
- Augusta Rule Toolkit (guide + rental agreement + meeting minutes + implementation template)
- Family Payroll Toolkit (guide + 47 task ideas + job description template + timesheet/work log)
- Bonus guide: “What If I Don’t Own a Business?” — practical insight into how some families have structured existing skills, consulting work, or hobbies into legitimate, IRS-compliant business entities.
Best value: Purchased separately, the three toolkits are $57 total. The bundle includes everything for $49.
(If you’re on our email list, you may have a coupon code available for additional savings.)
Who this is for
- Business owners planning ahead (freshman/sophomore years are ideal) who want maximum flexibility
- Parents who want clear, compliant documentation and templates — not vague advice
- Families who prefer a practical toolkit their CPA can review and implement properly
Important note
This resource is for educational purposes only and does not constitute tax, legal, or financial advice. Always review implementation with a qualified tax professional who understands your specific situation.
Instant access: You’ll receive immediate access to the downloads after purchase.