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Helping
Business Owners and Investors Pay Less Tax

Business Owners
Investors
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Gain More Financial Freedom By Paying Less Tax

  • Modern-day tax planning strategies used by the wealthiest people today
  • Comprehensive approaches to building wealth that amplifies returns while taking tax and legal issues into account
  • Planning ideas your CPA doesn’t know or isn’t telling you
  • Proven strategies you can trust that I use myself. If I wouldn’t do it, I won’t tell you to do it
  • Unbiased opinions on what strategies you should and shouldn’t use

How To Get Started Now

Getting Started by Signing Up

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for the Tax Strategies for
Business Owners course

Getting Started by Taking the Course

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and watch all of the modules to see which strategies are relevant to you and your business

Getting Started by Using the Course Guide

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to help you work with your CPA to implement the strategies

Getting Started by Getting a Lifetime Access

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to the course and any future updates or additions 

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Testimonials​

Sharon is a thought leader in the tax industry. I have worked with her personally and know that she is a highly sought after advisor for online businesses.
Joe Valley
Joe ValleyCo-Owner, Quiet Light
Sharon is my go-to expert professional for everything related to tax strategies, investments, and legal issues. I trust her sound advice, and highly respect and regard her intellect, experience, and knowledge...
She is a person of high integrity with a passion for helping others. I have found no one else in the tax industry who can do what Sharon does expertly. Her unique understanding of tax and legal issues that impact business owners, as well as her savvy investment knowledge, make her the best in the business. Sharon Winsmith is who I depend on for tax matters, legal guidance, and investment advice – and I refer all my clients and podcast listeners to her resources. Read more...
Henry Lopez
Henry LopezBusiness Owner & The How of Business Podcast Host
Sharon has been an invaluable asset to my small business and personal tax planning. Her expertise in tax strategy and financial planning has helped me to save a significant amount of money...
What I appreciate most about Sharon is her friendly and approachable style of communication. She is able to explain complex tax planning concepts in a way that is easy to understand, which has made it much easier for me to make informed decisions regarding my finances. Read more...
Dominika Sillery
Dominika SilleryCo-Owner, The Language and Behavior Center
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Optimal Asset Holding Structure

Understand how you should own different types of assets

1

Asset protection for all your investments

2

How to structure your active businesses

3

Best assets to hold in your retirement account

4

When to use a Wyoming LLC

5

How to own real estate

Homepage - Optimal Asset Holding Download Form

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DISCLAIMER: Tax Planning HQ does not provide legal or investment advice. Any information contained on this website is provided for informational purposes only and is not intended to be relied upon for purposes of avoiding any tax or penalties imposed on any taxpayer. You are encouraged to perform your own research and consult with your advisors in assessing the tax laws that are applicable to you and before implementing any transactions.

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