COURSE SYLLABUS

Easy Steps to Tax Planning

Instructor: Coach Greb
Duration: Two-Day Course (3 hours per day)
Languages Offered: English, French, Spanish, and other languages upon request
Delivery Mode: Online (via Zoom) or Onsite (ISBF Institute / Financial Power Institute / Community Partners)
Course Fee: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Organized by: ISBF Institute and Financial Power Institute

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COURSE OVERVIEW

Easy Steps to Tax Planning is a foundational two-day course that simplifies the tax process and empowers participants to make smart, legal, and financially beneficial tax decisions. This course helps individuals, families, and small business owners understand how taxes work, how to plan ahead, and how to minimize liability while maximizing savings.

Led by Coach Greb, the course combines live instruction, case studies, and guided exercises. Participants will learn how to track income and deductions, choose the right filing status, understand tax credits, and identify common deductions often missed. More than a tax prep course, this workshop focuses on year-round tax planning and integrating taxes into a broader wealth-building strategy.

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COURSE BENEFITS

Participants will leave the course with a clear understanding of how to avoid tax surprises and take control of their tax outcomes. They will learn how to plan for tax season months in advance, keep effective records, lower their taxable income legally, and avoid IRS penalties.

This course also helps entrepreneurs and contractors understand their tax obligations and how to use business structure, deductions, and planning to their advantage. Whether the participant uses a tax preparer or files independently, this course builds the confidence and knowledge to be an informed taxpayer.

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TARGET AUDIENCE

This course is designed for:

• Employees who want to keep more of their paycheck
• Gig workers, freelancers, and small business owners
• Families navigating dependents, childcare credits, and household income
• First-time taxpayers and young professionals
• Anyone who wants to build long-term wealth while lowering their tax burden
• Students in the full 12-course Easy Steps series

No prior tax education is required. The course is structured for beginners and intermediate learners, using plain language and real-life examples.

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COURSE OUTCOME

Upon completion, participants will:

• Understand how federal and state income taxes are calculated
• Learn how to organize and track tax-related documents year-round
• Identify common deductions and tax credits for individuals and families
• Understand tax benefits related to retirement accounts, education, and homeownership
• Know how to reduce taxable income legally through timing, expenses, and strategic planning
• Create a customized annual tax planning strategy
• Be equipped to make informed decisions about filing status, withholding, and estimated taxes

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COURSE PREREQUISITES

There are no formal prerequisites. Participants are encouraged to:

• Bring a copy of their most recent tax return (if available)
• Be familiar with their current income sources, expenses, and financial goals
• Have access to a digital device for using provided templates and tax planning tools
• Have a basic working knowledge of budgeting and saving principles

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PARTICIPANT GUIDE

Every participant will receive:

• Easy Steps to Tax Planning Workbook (digital or print version)
• Annual Tax Planning Calendar and Checklist
• Income and Deduction Tracker
• Tax Bracket and Credit Reference Sheets
• Small Business Expense Organizer (for self-employed participants)
• IRS Publications Quick Reference Guide
• Excerpts from the Teach Me Money™ Book Series
• 30-Day Replay Access to All Course Sessions
• Certificate of Completion

These tools are designed to encourage long-term tax discipline and to support annual review and filing practices.

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COURSE COST

The full tuition for this course is $59 per participant, which includes:

• Two 3-hour sessions of live instruction and interactive planning
• All workbooks, tools, and resource guides
• Real-world scenarios and tax planning exercises
• Certificate of Completion
• Access to optional post-course tax coaching or referral network

Participants can register at https://Isbfinstitute.com/easysteps. Payments are accepted via credit/debit card, Zelle, or Cash App.

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FOLLOW-UP SOLUTION

After the course, each participant will develop and implement a personalized tax planning strategy using either downloadable templates or recommended tax planning software (such as SmartAsset, Keeper, TaxSlayer, or a spreadsheet model). This strategy will include goal-setting, deduction tracking, estimated tax planning (if applicable), and checklist-based execution throughout the year.

Participants will be invited to join a post-class accountability or coaching group to continue their progress, ask questions during the tax year, and receive ongoing updates about changes in tax law.

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COURSE SCHEDULE

DAY 1 – UNDERSTANDING TAX BASICS AND INDIVIDUAL STRATEGY

Theme: “Make the Rules Work for You”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Welcome and Tax Planning Overview
  Introduction to the purpose of tax planning and course objectives.
• 0:15 – 0:45: Module 1 – How the Tax System Works
  Understand marginal tax brackets, federal vs. state income tax, and the difference between credits and deductions.
• 0:45 – 1:30: Module 2 – Income, Withholding, and Filing Status
  Learn how income is categorized, how withholding works, and how filing status affects your return.
• 1:30 – 2:00: Module 3 – Common Tax Deductions and Credits
  Explore benefits like the standard deduction, Earned Income Tax Credit, Child Tax Credit, and education credits.
• 2:00 – 2:30: Module 4 – Year-Round Tax Planning Strategies
  Discover how to reduce taxable income by adjusting income timing, maximizing pre-tax contributions, and tracking expenses.
• 2:30 – 3:00: Module 5 – Building Your Tax Planning Roadmap
  Guided worksheet session to begin developing a custom tax plan.

Homework Assignment:
Gather income records, last year’s tax return, and a list of major expenses. Use the workbook to begin identifying areas for tax savings.

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DAY 2 – ADVANCED PLANNING, BUSINESS INCOME, AND IMPLEMENTATION

Theme: “Plan Ahead, Pay Less, Build Wealth”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Recap and Review of Key Lessons
  Group discussion on findings from homework and clarifying questions.
• 0:15 – 1:00: Module 6 – Tax Planning for the Self-Employed
  Learn how to manage taxes as a sole proprietor, LLC, or gig worker. Understand business deductions, estimated taxes, and self-employment tax.
• 1:00 – 1:30: Module 7 – Retirement and Education Planning for Tax Savings
  Explore how IRAs, 401(k)s, HSAs, 529 plans, and other accounts offer tax benefits and compound savings.
• 1:30 – 2:00: Module 8 – Avoiding Tax Penalties and Preparing for Filing
  Understand deadlines, penalties, audit triggers, and how to stay compliant.
• 2:00 – 2:30: Module 9 – Choosing a Tax Preparer vs. Filing Yourself
  Tips on selecting the right support and what documents you’ll need for successful filing.
• 2:30 – 3:00: Module 10 – Finalizing Your Annual Tax Planning Strategy
  Each participant completes a full tax planning worksheet and receives personalized guidance on implementation.

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CERTIFICATE OF COMPLETION

A Certificate of Completion will be awarded to each participant who completes both sessions and submits a tax planning worksheet. This certificate is jointly issued by the ISBF Institute and the Financial Power Institute and can be counted toward credit in the 12 Easy Steps to Financial Empowerment Series.

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COURSE VENUE AND DELIVERY OPTIONS

Participants may attend:

• Onsite:
  Financial Power Institute
  2070 Sugarloaf Parkway, Suite 600
  Lawrenceville, GA 30045
• Online:
  Zoom link will be provided after registration, with class recordings available for 30 days
• Partner Locations:
  Community centers, churches, and nonprofits may host the course in English, French, Spanish, or other languages.

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COURSE REGISTRATION

To register for this course or others in the Easy Steps Series, please visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121