Technical tax, taught plainly. Small firms, run like systems.
I'm an Enrolled Agent who runs two tax practices and builds the software they run on. I speak at tax and accounting conferences on two things: the technical questions practitioners get wrong, and how a one-to-four person firm works without the owner doing everything.
Recent rooms
- July 2026NATP Taxposium Cleveland, OHThe Small-Firm Operating System
- June 2026Main Street 360 Dallas, TXFollow the Money: Managing Your Business with KPIsSystematizing and Optimizing Your Business: The Automation Advantage
- November 2025Main Street 360 Phoenix, AZUsing Artificial Intelligence to Optimize and Systematize Your BusinessCommon IRS Letters and How to Handle Them
- 2025Growth Collective VirtualStop Overpaying: 7 Expert Tax Moves to Keep More of What You Earn
- June 2025Tax and Legal 360 Anaheim, CAAdvanced S-Corp Planning and Reporting IssuesMaximizing Depreciation Strategies376in the room
Technical tax
CE-ready sessions on the questions practitioners actually get wrong, taught with the math on the screen.
S-Corp Is Not Doctrine: Running the Math
When the S election saves money, when it costs money, and how to show a client the break-even on one slide. Reasonable compensation, payroll cost, QBI interaction, and the states that punish the election.
Advanced S-Corp Planning and Reporting Issues
Basis tracking, distributions in excess of basis, loans from shareholders, accountable plans, health insurance on the W-2, and the reporting mistakes that trigger notices.
Maximizing Depreciation Strategies: Section 179, Bonus Depreciation, and MACRS
How the three regimes interact, the ordering rules, the state decoupling traps, and a decision framework for choosing between them for a given client year.
Practice and technology
How a one-to-four person firm runs without the owner doing everything, from someone who built two of them.
The Small-Firm Operating System
Simplify, systemize, staff. The one-page operating canvas, the five boxes every firm needs filled, the metrics band, and the order to build them in. Taught as a 100-minute working session with the canvas as a handout.
Machine, Team, You: Deciding What AI Does in a Tax Firm
A framework for sorting firm work into what software should do, what a trained person should do, and what only the practitioner should touch. Real tools, real failures, and the security questions to ask before any client data goes in.
Systematizing and Optimizing Your Business: The Automation Advantage
Hub-and-spoke architecture for a firm's tools, one source of truth, and the handful of automations that remove the most hours per dollar. With the specific stack and what it costs.
What I'm not going to do from your stage
Sell. The ventures are listed on this site and in the bio; the session is the session. Your attendees get the math, the process, or the system, and they can look me up afterward if they want to.
Rooms up to 376 so far, in person and virtual, 50 minutes to a 100-minute working session. Learning objectives and outlines for CE and CPE approval on request.
The rest of what I do
- Thrive Tax SolutionsCapped-membership tax advisory for creators, consultants, and S-Corp owners.
- OnCourse TaxTax resolution with published prices and a diagnostic first.
- ResolynPractice management software for tax resolution firms, built on real cases.
- Thrive Advisor PodcastConversations for small-firm tax professionals building sane, advisory-first practices.
- Thrive Advisor CollectiveWeekly training and mentorship for about 35 tax advisors running one-to-four person firms.