Learning Path 16
Taxes and Legal Structure
Entity strategy, tax mechanics, deductions, and protecting what the business builds.
- Advanced
- ~13h estimated
- 14 modules
- 92 topics
Suggested before this path:
Why this path matters
Structure decides what you keep. Getting it roughly right early avoids expensive rework later.
What you will understand
- The failures nobody sees coming — until they do.
- How structure shapes what you keep and what you risk.
Modules in this path
Dependency Risks · Risk
- Key-person Risk in Operations
- Supplier Risk
- Customer Risk
- Platform Risk Exposure
- Fraud Risk
- Chargeback Exposure
Financial and Legal Exposure · Risk
Operational Threats · Risk
External Shocks · Risk
- Currency Risk
- Geopolitical Risk
- Concentration Risk
- Black Swan Events
- Continuity Planning
- Crisis Communication
Resilience Planning · Risk
- Cash Reserves
- Scenario Planning
- Stress Testing
- Recession Survival
- Knowing When to Shut Down
- Foreign Exchange Exposure
Pricing and Transferring Risk · Risk
- Interest-rate Risk Management
- Captive Insurance
- Risk Transfer versus Risk Retention
- Reinsurance and How an Exposure Gets Passed Up the Chain
- Deductibles, Retentions, and Buying the Right Amount of Cover
- Contractual Risk Transfer: Indemnities, Hold-harmless, and Additional Insureds
Deciding Under Deep Uncertainty · Risk
- Risk versus Uncertainty: Deciding When the Probabilities Do not Exist
- Choosing the Option That Survives Every Scenario, not the Likeliest One
- Power Laws, Fat Tails, and the Loss That Has No Natural Ceiling
- Correlation Breakdown and Why Hedges Fail Exactly When They Matter
- Parametric Cover and the Basis Risk You Keep
- Ruin Risk, Ergodicity, and Why the Average Outcome Is Never Yours
Entity Types · Taxes & Entities
- Sole Proprietorships
- LLCs
- S Corporations
- C Corporations
- Partnerships
- Holding Companies
- Operating Companies
- IP Holding Companies
Company Architectures · Taxes & Entities
- Parent Companies
- Subsidiaries
- Series LLCs
- Taxable Income versus Cash Flow
- Payroll Taxes
- Self-employment Tax
- Sales Tax Nexus
- Economic Nexus
How Business Taxes Work · Taxes & Entities
- Resale Certificates
- Depreciation for Taxes
- Bonus Depreciation
- Section 179
- Cost Segregation
- Tax-loss Harvesting
- The Qualified Business Income Deduction
- Estimated Taxes
Deductions and Timing · Taxes & Entities
- Tax Reserves
- Deductions versus Personal Expenses
- Asset Protection
- Piercing the Corporate Veil
- Personal Guarantees and Entities
- Insurance as Legal Protection
- Entity Structure Early versus Later
- Employee versus Contractor
Protection and Strategy · Taxes & Entities
- Hiring Your First Employee
- Business Licenses and Permits
- Record Keeping and Clean Books
- The Business Tax Calendar
- Protecting Intellectual Property
- Deferred Taxes
- Research and Development Tax Credits
- 1031 Exchanges
Advanced Tax Positions · Taxes & Entities
- Purchase Price Allocation
- Net Operating Losses
- State Tax Apportionment
- Section 382 and the NOL Limitation
- SRLY Limits in a Consolidated Return
- GILTI, FDII, and Subpart F
- Check-the-box Elections and Hybrid Entities
- Debt-equity Characterisation Under Section 385