Order the Trifecta Planner to Start Winning in 2025...and Beyond.
The Trifecta Planner is your ultimate companion for building wealth, protecting assets, and optimizing your tax strategy throughout the year.
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Inside, you’ll find everything you need to keep yourself ahead of the tax game, including:
- A 10-Year Vision Plan to chart your long-term success.
- A 3–5 Year Plan to establish strong business and financial foundations.
- Strategic & Marketing Plans to keep your goals focused and actionable.
- Weekly and Monthly Planning & Review Pages to track your progress.
- Tax Rate Charts & Guides for smarter tax planning decisions.
- State Data Graphs & Tax Rates to stay informed no matter where you do business.
- *BONUS: Mark J. Kohler's favorite book recommendations to educate and inspire
Whether you're an entrepreneur, real estate investor, or small business owner, this planner is your calendar, tax resource, business structure planning tool, and asset protection workbook, all in one!
