2025 Trifecta & Planner

This is more than a calendar—it’s your roadmap to success in 2025 and beyond!

Inside, you’ll find everything you need to keep yourself ahead of the tax game, including:

• A 10-Year Vision Plan to guide your big-picture goals
• A 3-5 Year Plan to set the foundation for success
• Strategic & Marketing Plans to keep your business on track
• Weekly and Monthly Plans & Reviews for clarity and focus
• Tax Rate Charts & Guides to simplify financial planning
• State Data Graphs & Tax Rates to inform your decisions
• BONUS: My favorite book recommendations to keep you inspired

Stay organized, focused, and balanced—so you can thrive in 2025 and make it your most productive and profitable year yet.

Orders open in January 2025

Members get a calendar as part of their active membership.