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In-depth, instant-download PDF guides on tax, real estate, equity compensation, investing, and finance careers — built on current 2026 U.S. rules. From $19, priced per guide.
Career & CFOBreaking Into FP&A: The Complete Career Guide
FP&A is the seat everyone in finance suddenly wants — where you stop closing the books on the past and start telling the business what to do next.
$19Get the E-Book →
Career & CFOFrom Big 4 to Industry: The Strategic Exit Guide
Big 4 was the down payment, not the destination.
$19Get the E-Book →
Career & CFOThe Bookkeeper-to-CFO Career Roadmap
A step-by-step path from bookkeeping to the CFO chair — the skills, certifications, milestones, and pay benchmarks at every stage of a finance career.
$29Get the E-Book →
Career & CFOThe Fractional CFO Pricing Bible
The open secret of fractional CFO work: the people who win aren't the best finance minds — they're the best priced.
$19Get the E-Book →
Tax & ComplianceQuarterly Tax Payments Made Simple (2026 Edition)
Stop fearing the four dates.
$19Get the E-Book →
Tax & ComplianceS-Corp or LLC? Cutting Your Self-Employment Tax (2026 Edition)
When does the S-corp election save a profitable freelancer thousands — and when does it just buy you paperwork?
$19Get the E-Book →
Tax & ComplianceThe Freelancer's Tax Survival Guide (2026 Edition)
Stop dreading April.
$19Get the E-Book →
Tax & ComplianceThe Home Office Deduction Playbook (2026 Edition)
Turn the room you already work in into one of the biggest write-offs a self-employed person gets — the right way, with zero audit fear.
$19Get the E-Book →
Tax & ComplianceThe Small Business Owner's Tax Playbook (2026 Edition)
Every deduction, entity choice, and write-off that keeps more of your profit in the business — and out of the IRS's hands.
$19Get the E-Book →
Real EstateReal Estate Syndications for Passive Investors (2026 Edition)
Own a slice of large, professionally run real estate — without tenants, toilets, or a second job.
$19Get the E-Book →
Real EstateShort-Term Rental Investing in 2026
The higher-income, higher-effort corner of real estate.
$19Get the E-Book →
Real EstateThe BRRRR Method: A Complete Walkthrough (2026 Edition)
Buy it, fix it, rent it, refinance it, and pull your cash back out to do it again.
$19Get the E-Book →
Real EstateThe Real Estate Tax Playbook (2026 Edition)
Why the tax code rewards property like nothing else — and how to use it.
$19Get the E-Book →
Real EstateUnderwriting Your First Rental Property (2026 Edition)
Learn to read a rental deal like an investor — the metrics, the hidden costs, and the math that tells you to walk away.
$19Get the E-Book →
Equity CompensationISO / NSO / AMT: Stock Options Explained (2026 Edition)
Stock options can create real wealth or a real disaster, and the difference usually comes down to two letters — ISO or NSO — and one dreaded acrony…
$19Get the E-Book →
Equity CompensationRSU Tax Strategies That Save Six Figures (2026 Edition)
High earners routinely lose six figures over a career to the same avoidable RSU mistakes.
$19Get the E-Book →
Equity CompensationThe Equity Compensation Playbook (2026 Edition)
RSUs, stock options, the 83(b) election, and the AMT trap — decoded.
$19Get the E-Book →
Equity CompensationThe Tech Worker's Equity Comp Handbook (2026 Edition)
Equity compensation is often the largest and least-understood part of a tech worker's pay.
$19Get the E-Book →
Wealth & RetirementLife After the Exit: Managing a Windfall & Building a Legacy (2026 Edition)
You built it and sold it.
$19Get the E-Book →
Wealth & RetirementMega Backdoor Roth: The Tech Worker's Wealth Hack (2026 Edition)
There's a legal way for high earners to put an extra $30,000–$40,000 into a Roth every single year — on top of the normal 401(k) limit — and let it…
$19Get the E-Book →
Wealth & RetirementThe Self-Employed Wealth Playbook (2026 Edition)
No employer match, no pension, no safety net — and bigger tax shelters than any employee gets.
$19Get the E-Book →
InvestingThe Mortgage Payoff vs. Invest Decision Guide (2026 Edition)
Pay down the mortgage or invest the money?
$19Get the E-Book →
InvestingThe Tax-Smart Investing Playbook (2026 Edition)
It's not what your investments earn — it's what you keep.
$19Get the E-Book →
Business & ScalingScaling Up: From Freelancer to a Sellable Business (2026 Edition)
Stop trading hours for dollars.
$19Get the E-Book →
Tax & ComplianceThe High-Earner's Tax Optimization Playbook
Keep more of what you earn — the legal, dollar-by-dollar system for households the tax code is built to squeeze.
$49Get the E-Book →
Wealth & RetirementThe FIRE Movement: Path to Early Retirement
The number, the math, and the tax machinery to buy back your time decades before a traditional retirement.
$29Get the E-Book →
Wealth & RetirementRoth Conversion Strategy Across Career Stages
Choose the rate you pay on your retirement money by moving it to tax-free ground in the right years.
$39Get the E-Book →
Business & ScalingThe SaaS Founder's Financial Model Bible
Build the model that runs your company — the metrics, unit economics, and forecast investors actually believe.
$49Get the E-Book →
Business & ScalingSMB Financial Health: A Diagnostic Manual
A complete checkup for your business — read the vital signs and fix the symptoms before they turn fatal.
$29Get the E-Book →
Business & ScalingCash Flow Forecasting for Service Businesses
See the crunch before it hits — the 13-week forecast that keeps a lumpy-revenue business solvent.
$29Get the E-Book →
Business & ScalingPricing for Profit: The Service Business Guide
Stop selling your hours. The models, psychology, and scripts to charge what your work is truly worth.
$39Get the E-Book →
InvestingThe 3-Fund Portfolio: Simplicity That Works
Three funds beat almost every professional — the whole low-cost system and the discipline to keep it.
$19Get the E-Book →
InvestingTax-Loss Harvesting: The Hidden Alpha
Turn market losses into tax savings — the mechanics, the wash-sale trap, and the year-round system.
$29Get the E-Book →
InvestingDividend Investing for Income Generation
Build a growing stream of income you can live on, with a clear-eyed look at what dividends really are.
$29Get the E-Book →
Wealth & RetirementFinancial Planning for Doctors and Dentists
High income does not guarantee wealth — the debt, insurance, tax, and asset-protection playbook for physicians.
$49Get the E-Book →
Equity CompensationFinancial Planning for Tech Workers (West Coast Edition)
Big comp, mostly volatile stock, highest taxes in the country — the playbook for turning tech equity into wealth.
$49Get the E-Book →
Equity CompensationFinancial Planning for Startup Founders: Pre/Post Exit
The moves that turn a paper fortune into a real one — QSBS, the exit, and surviving sudden wealth.
$69Get the E-Book →Want to Be First to Know?
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