Resources

Financial Knowledge
For Mogul Minds

Tools, tips, and insights to help you take control of your financial destiny.

Tax Tips

Essential Tax Knowledge

2025 Tax Deadlines

Stay ahead of the IRS. Key filing dates and deadlines for individuals and businesses in 2025.

Jan 31W-2 & 1099 forms due to recipients
Apr 15Individual tax return deadline
Apr 15Q1 estimated tax payment due
Jun 16Q2 estimated tax payment due
Sep 15Q3 estimated tax payment due
Oct 15Extended individual return deadline
Jan 15Q4 estimated tax payment due

Tax Prep Checklist

Don't walk in unprepared. Here's what to gather before your appointment.

Government-issued ID
Social Security numbers for all family members
All W-2 and 1099 forms
Bank account info for direct deposit
Mortgage interest statements (1098)
Prior year tax return
Business income/expense records

Top Deductions for Small Biz

Make sure you're not leaving money on the table. Common deductions small business owners miss.

Home office deduction
Vehicle mileage & expenses
Self-employed health insurance
Retirement plan contributions
Business meals (50% deductible)
Education & professional development
Software & subscription costs
Mogul Tips

Financial Wisdom from the Mogul Maker

01

Think Like a Business Owner

Even if you're an individual, structure your finances with the mindset of a CEO. Track income, expenses, and investments like a business — because your personal finances ARE your business.

02

Tax Planning is Year-Round

Don't wait until April. The moguls who pay the least taxes are those who plan strategically throughout the entire year, not just at filing time.

03

Separate Business & Personal

A dedicated business bank account isn't optional — it's essential. Clean books protect you legally, simplify your taxes, and make you look credible to banks and investors.

04

Leverage Every Legal Deduction

The tax code is written with thousands of legal deductions available to those who know where to look. With the right strategy, you keep dramatically more of what you earn.

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