Ankur Nagpal

Get Set for 2025 - Your End of Year Tax Saving Checklist

Founder of Carry, previously founded Teachable

A list of seven time-sensitive strategies that everyone should look into before the end of the year to save money

7 strategies to save money on 2024 taxes

Learn about the most powerful retirement account in America and how it can save you tens of thousands in taxes

The $69K tax deduction for anyone self-employed

Not all investments are taxed the same, and careful end of year planning can result in no capital gains taxes at all!

Being smart about investments to bring down your taxes

We'll send everyone who registers a free copy of the downloadable version of the End of Year Tax Saving Checklist!

Get free access to the downloadable tax saving checklist!

I get it. You're a talented creative professional. You've designed amazing products, crafted beautiful user experiences, and maybe even shipped a few apps to the App Store.&nbsp;But the leap to freelancing? That feels like a whole different ball of wax. Perhaps you've tried to figure it out on your own. Late nights spent scouring blogs, devouring books, and binge-watching YouTube videos. You've taken guesses on different pricing structures and paid for way too many project management tools. Yet still, things aren’t quite clicking into place. The advice is often conflicting and either too generic or so niche that it doesn't meet you where you're at.&nbsp; That’s because freelancing isn't one-size-fits-all. You need education, adaptable frameworks, and support to learn how to make freelancing work for YOU. In 2016 I quit my corporate job as a product design director and left behind what wasn’t working for me, and I’ve been creating a new way of working, for myself, ever since. And you can too. The top 3 things freelancers worry about most involve:(1) finding work to make money(2) keeping organized with operations, and(3) setting boundaries and attaining balance You no longer have to worry whether you're doing it right. After our time together, you'll not only have foundational systems to help you run your business but you will be inspired to redesign your work life by: ✦ Creating a flexible schedule that works for you ✦ Building a sustainable income on your own terms ✦ Choosing projects that ignite your passion ✦ Making a real impact with your work ✦ Going from in-house employee to successful freelancer – even if you're afraid of giving up that steady paycheck ✦ Finding fulfillment in being a business owner

Does the thought of freelancing both excite and terrify you?

<ul><li>Define your values, why freelance?</li><li>Identify your unique service offering to better connect to the right clients</li><li>Setting expectations on expected challenges of freelance and what to watch out for</li></ul>

Doing work differently

<ul><li>Get checklists on how to setup your business with necessary registration, insurance, and taxes</li><li>Differentiate between pricing models</li><li>Calculate your rate structures by outlining your ideal income and budget</li></ul>

Making it too legit to quit

<ul><li>Discover practices and recommended tools for running an organized business</li><li>Construct the client experience through all touchpoints: biz dev, to proposals, to onboarding, to handoff, to invoicing</li><li>Practice role play with a biz dev call!</li></ul>

Designing the client experience

<ul><li>Tip to manage your workload and burnout</li><li>Build practices for sustainability</li><li>Design your time and day to day practices through personal rituals</li></ul>

Prototyping balance and boundaries

Course syllabus

Recorded lessons of lecture and demo walkthroughs that you can watch on your own time and return to at any point in the journey of launching or running your business.

Exclusive video content

Specific course assignments will help you get hands on with building your business and your operating procedures. You'll be able to leverage coaching and peer feedback from the cohort community to help you progress.

Weekly projects

Our live time together is spent on live review, interactive workshopping, and group critiques.<ul><li>Workshop 1: Weds 10/25</li><li>Workshop 2: Weds 11/1</li><li>Workshop 3: Weds 11/8</li></ul>

Live workshopping

Take a break in your day and join me in my afternoon office hours for small group coaching and additional guidance on your projects.

Additional "Tea Time" office hours

Course schedule

Aspiring freelancers who want the confidence to quit their 9-to-5 (or 9-to-9!) job even if they don’t have a solid game plan (yet)

Active solopreneurs struggling with inefficient systems and overwhelm who want to design more intentional processes that lead to growth

Design/Tech industry creatives who worry about finding consistent, high-quality clients and want to become magnets for dream projects

Creative business owners who are ready to attract better clients, and achieve the harmony in their work AND life they’ve been looking for

This course is designed for

In Designing Your Freelance Business you'll...

<ul><li>Define your core values to help guide your future business decisions</li><li>Identify your unique service offerings that set you apart in the market</li><li>Establish concrete fit-for-you financial goals that motivate and guide you</li><li>Master the art of pricing your services for profitability</li></ul>

Transform your mindset from employee to entrepreneur

<ul><li>Establish daily practices and SOPs so you can spend more time on what matters&nbsp;</li><li>Create a calendar and task planning system best for your brain</li><li>Design personal rituals that fuel your creativity and well-being</li><li>Maintain healthy boundaries to manage stress and prevent burnout</li></ul>

Design a sustainable freelance lifestyle that prevents burnout

<ul><li>Develop a strategy for finding and landing clients</li><li>Craft compelling proposals that close deals</li><li>Get templates for running a project from start to finish with the support of tools like Notion</li><li>Design seamless and thoughtful client onboarding and handoff experiences</li></ul>

Create systems that attract and retain dream clients

Learn how to start and sustain a successful and fulfilling freelance practice.

Sarah Jutras

Solopreneur and design director

Cohort 7

Cohort 8

Before you can move up to the next level, you need to be a high impact, low maintenance individual contributor. If you have 5-7 years of work experience, unlocking the 5 key skills will make you an irreplaceable asset to your organization. And if you're in the top 10% of each of these 5 skills, you'll position yourself in the top 1% of all talent. And the top 1% are the ones who get the top rating, make more money, and get promoted. If you are able to take what you learn from this course and get a promotion (let's say, a $8,500 raise), the course's $850 cost represents a 10x ROI. My goal is to help you reach your career goals, faster.- Sometimes, that's in moving to the next level- Sometimes, that's in improving your relationship with your Manager so you can unlock new opportunities- Sometimes, that's in increasing visibility of your work so your Skip, your Manager's peers, and others know about the value you're providing Doing all of this will result in you being better at your job. And when you get better at your job, you get harder problems to solve with high-caliber people. And those harder problems and working with high-caliber people not only tend to get you promoted, but tend to build your brand so future opportunities come your way. ___ You're a high achiever who's used to success. You want to keep doing better and keep getting ahead. But since starting your corporate job, things have been off. Your hard work isn't paying off, and you're not getting the opportunities you deserve. It's frustrating and you're starting to doubt yourself, wondering "where did I go wrong, where did I go off track?" Boy, have I heard that before. You don't know what you don't know, and if this is your first job or you have ~5-7 years of work experience, you're facing topics that school never prepared you for. Such as: → Being "manageable"→ Staying top of mind for your busy Manager→ How to take negative feedback (constantly)→ Picking the right projects with outsized impact→ How to ask for a promotion→ Not knowing where to start HAVE YOU EVER... → Felt stuck because you're working hard but you're not getting the accolades you deserve? → Seen co-workers (less talented than you) get selected for projects that match your skill set? → Prepared hours for a presentation to senior leadership, only for them to zone out? → Struggled with talking about your work in a way that doesn't trigger your imposter syndrome? → Thought you were aligned with your Manager, only turns out you were both on different pages? → Been a top performer in school, only to struggle when you entered the corporate world? → Thought something was wrong with you and wondered if you're cut out for the corporate world? NEWSFLASH: THE CORPORATE JOB IS A GAME. And this course will help you learn the rules so you can play the game to win the game. In this course, I will share everything that I have learned (as well as from others) during my 12+ years in Big Tech,. The result?- Getting promoted to the next level- Building your group of allies (Skip, Manager's peers) so that they can back you up and speak to your work- Maximizing the people who know about your impact and value by working loudly (without the cringe)- Driving value that the corporation cares about- Getting unstuck and knowing what skills are "signals" vs "noise"- Getting better, more impactful projects- Becoming a joy to be around, which unlocks value and time for your Manager and team- Increasing your leverage which ultimately builds your brand What to expect: This is an interactive course with in-depth discussion, Q&amp;A, examples, exercises, and tactics you can apply immediately. There are 6 hours of live instruction, all live on Zoom taught personally by me. We will focus on both the "why" and tactical pieces around the "how." This also includes:• Step-by-step tactics for you to implement• Scripts for tricky work scenarios (so you don't have to reinvent the wheel)• Real-life examples• Hands-on experiences• Live coaching as we walk through key examples• Cohort-style learning where you engage with others, learn from each other, and start building a strong(er) network My goal is to help you get to the next level. I'll do this by explicitly calling out what drives value in a corporate job, what Managers appreciate (and look out for), and how you can position yourself so that when that next high-impact project comes down the line... your name comes up first. What I will teach you are the skills you need to level up and succeed as an L4/L5 in FAANG. Then, you will take it and implement it with continued practice.

Higher rating, bigger salary, and a stronger relationship w/ your Manager

Provide a brief description for each module as a way to sell the value of what students will be learning throughout the course.

First Module

Second Module

Third Module

It'll be 3 hours each day where I provide live instruction. You'll walk away with specific tactics (e.g. step 1, step 2), resources and templates so we can help you get unstuck and reach the next level.

Sat/Sun on Feb 22/23 

Hour long implementation Q&amp;A. Why? Because as you implement what you learned in the course, I bet you might have some questions. Because nothing is perfect.

Optional - Friday, February 28th 

You want to take the next step in your career Your work doesn't feel valued or recognized, and working hard is no longer a viable solution.

You want to make more money, faster. You know the corporate basics, but you're not sure what it takes to get to the next level.

You want opportunities to come to you ﻿You're tired of pitching yourself and your skills to your Manager, Skip, and co-workers.

This course is for you if:

What you’ll get out of this course

I'll dive into the specific tactics of how to show that you're already operating at the next level, how to build the relationships that are required to support your promotion, and how to drive team &amp; company-wide impact.

Discover what it takes to be "performing at the next level"

There's a supply/demand issue in Big Tech right now - there's a lot of people ready for promotions, but not enough positions available. While you can't control the # of slots, you can control how many people know about your work and the value you provide to the team and company.

Learn how to reach the next level in your career by working loudly (without the cringe) so you stay top of mind for the people who matter

Build a winning promotion pitch that highlights the value you're bringing and the "only" factor that makes you indispensable. Plus, tips and tricks for how to seed this with your Manager, Skip and your Manager's peers.

Walk through a step-by-step plan for how to pitch a promotion to your Manager

Differentiate yourself from your peers and get an edge in the corporate job. We'll dive deep into what is most valued in individual contributors, and how to position yourself as that person. This builds your reputation, signals you're a thought leader, and attracts others.

Stand out as a top performer who the team can't live without by learning how to be an "only" 

No starting from scratch - I'll give you proven templates and resources that you can adapt to hit the ground running.

You'll leave this course with the specific tactics, knowledge, and confidence to get to the next level

Learn the performance standards you'll be judged by, and leverage the power of your most impactful employee asset: The value you provide. 

Sally Ivester

Dec 2024 Cohort 

Cohort 3

Complete Financial Wellness is a live online workshop where you will learn exactly what you need to do to effectively manage your finances with very little effort. This class is not a collection of theories and concepts. You will learn real-world information and leave with a solid understanding of your finances. You will also learn how to use an account structure to put your finances on autopilot, build wealth systematically, and have the information you need to make decisions and plans with confidence. At the end of this course you will have the information you need to solve your financial issues, build wealth faster, and live the life you have been working so hard to have. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Manage your finances and make decisions and plans with confidence

Saturday


Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

Professionals who earn a solid income but can't seem to get ahead and want to build wealth consistently and predictably.

Commissioned Employees or Business Owners with fluctuating incomes who want a way out of the feast and famine cycle.

Who benefits most from this course?


What you’ll learn in this course

<ul><li>Personal debt is greater than ever and increasing at an alarming rate</li><li>Making ends meet is getting harder each month</li><li>Financial stability seems impossible</li><li>The life we want to live feels unattainable</li></ul> Why is this happening and how do you protect yourself and your household?

Why most people are struggling with their finances


<ul><li>Apps</li><li>Financial literacy programs</li><li>Financial planners</li></ul> With all of these resources, why can't we get our financial house in order?

The 3 options available to help you manage your finances and why they aren't working


<ul><li>Where your money comes from throughout your life</li><li>Where it's all going</li><li>How to control it</li><li>How to make financial decisions and plans with confidence</li></ul>

The 4 things you must know to live your financial life with confidence


<ul><li>Knowledge</li><li>Insight</li><li>Control</li><li>Plan</li><li>Accumulate</li><li>Deploy</li><li>Distribute</li></ul> Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.

The 7 stages of your financial life


Wealth = choices. Simple as that. The more financial wealth, the more choices you have. Learn which financial profile gives you the most choices.

The 3 financial profiles 


<ul><li>Income</li><li>Bills</li><li>Spending</li><li>Funds</li><li>Investment Contributions</li></ul> Understanding these elements and how they work together is critical to having the information you need to build the life you want.

The 5 elements of cashflow


<ul><li>How money enters and exits your life</li><li>How to use an account structure to put your money on autopilot and build wealth systematically.</li></ul>

Cashflow Logistics


<ul><li>How using proper financial management may help you build wealth 24% faster.</li><li>How to live your life at a 30%-70% discount with one simple decision.</li><li>Take chances, or assure your wealth when you are young? Debunking conventional thought.</li><li>It's just a $100 monthly payment, or is it?</li></ul>

Bonus Learning - Real Life, Real Numbers, Real Math

Practical, step-by-step instructions to effortlessly manage your money and make financial decisions and plans with confidence.


Nader Yassa

CEO of Lifestyle Plan

January 25

February 8

The first course I teach, Complete Financial Wellness, is a prerequisite to this masterclass. This masterclass is a 3-part live interactive online course that will provide you with greater knowledge and deeper insight into what you learned in the initial course. In this course we focus heavily on execution as I provide additional technical details as you: 1. Build your comprehensive cashflow plan. 2. Establish your account structure. 3. Implement a cashflow logistics process to effortlessly manage how money enters and exits your life. This course is limited to 10 participants per cohort to allow ample time for questions and answers. The three parts of the course are: The 7 Stages of Your Personal Finance Journey&nbsp;- Understanding the stages of your financial life so you know what to do today to create the tomorrows you are working so hard to achieve.&nbsp; The 5 Elements of Cashflow&nbsp;- How money enters and exits your life, and what living within your means...really means.&nbsp;The 3 Accounts You Need to Put Your Money on Autopilot - How to establish your account structure and automate cashflow logistics so that you can effortlessly manage your money. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Putting what you learned into practice.

If your events are recurring and at the same time, it might be easiest to use a single line item to communicate your course schedule to students

Saturday

Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

This course is for students who have attended the first Complete Financial Wellness course. The first course and this masterclass benefit:


What you’ll learn in this course


How making daily financial decisions and planning for your future work together and why both tactics and strategy are paramount to designing your financial life and realizing your financial goals and objectives.

Tactics and Strategy

A clear roadmap of your personal finance journey and the critical components of each. Knowledge - Insight - Control - Plan - Accumulate - Deploy - Distribute

The 7 stages of your finance journey


How money enters and exits your life. IncomeBillsSpendingFundsInvestment Contributions

How to establish an account structure to put your money on autopilot and build wealth systematically.

Establishing your account structure

How to implement an automated cashflow logistics plan so you can manage your money with very little effort.

Cashflow Logistics

<ul><li>Stock Market vs Real Estate.</li><li>Leverage into net worth, liquidate into cashflow, but only if necessary.</li><li>How to create non-taxable cashflow by managing a depreciable base.</li></ul>

Bonus Learning - The Math

Deepen your knowledge of personal finance and receive further technical instructions as you implement what you learned in the initial class.

Lightning Lessons

Get Set for 2025 - Your End of Year Tax Saving Checklist