2026 · 04 · 28
tax
The four-quadrant tax memo.
A simple framework for organizing year-end planning across income, entity, retirement, and credits — coming soon.
04 · Notes
Strategy notes
& field reports.
Thinking in public. Tax angles, business mechanics, AI workflows that actually shipped, and the occasional rant. Curated weekly via the newsletter.
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2026 · 04 · 21
ai workflow
Agents I trust with my own books.
Notes on the small set of automations I've actually pointed at my own bookkeeping — coming soon.
2026 · 04 · 14
strategy
Why most CPAs miss the strategy.
The compliance treadmill versus the planning seat — and how AI changes who gets to sit where. Coming soon.
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