2025/2026 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.

REMINDER: Members with an active subscription will automatically have access to the Trifecta Planner as part of their membership.