SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
452 episodes — Page 1 of 10
451 \\ S Corp Owners: Fix a $30K Salary Gap Before Year End
Oct 28, 202617 min
450 \\ How S Corp Owners Shift $67K to Save $20,100 Before Year End
Oct 26, 202616 min
449 \\ Why Good Income Still Overpays Taxes, and How Documented Family Hiring Fixes It
Oct 23, 202616 min
448 \\ 5 December Cash Mistakes Cost S Corp Owners $20,100 in Taxes
Oct 21, 202614 min
447 \\ Rental Owners: Defer $37,700 Tax With a 1031 Exchange on a $400K Sale
Oct 19, 202616 min
446 \\ Bank Said No Despite Good Profit? How Rental Planning Wins the Next Yes
Oct 16, 202615 min
445 \\ Depreciation Recapture on Rentals: What You Actually Keep
Oct 14, 202618 min
444 \\ $8,750 HSA Deduction Business Owners Miss: S Corp Rules Explained
Oct 12, 202618 min
443 \\ 3 Tax Mistakes Costing Business Owners Thousands in IRS Penalties
Oct 9, 202616 min
442 \\ Cash Balance Plan: How Business Owners Save $48K After Maxing the 401k
Oct 7, 202617 min
441 \\ 2 Q4 Tax Safe Harbors That Can Save Business Owners $44K
Oct 5, 202617 min
440 \\ 5 IRS Red Flags Small Business Owners Must Fix Before Year-End
Oct 2, 202618 min
439 \\ How S-Corp Owners Can Save $212,000 in Taxes Before Age 72
Sep 30, 202621 min
438 \\ Solo 401k vs SEP-IRA: How S Corp Owners Save $43,000 Before Dec 31
Sep 28, 202619 min
437 \\ How 1 Living Trust Flaw Can Cost Owners Their $2M Business
Sep 25, 202614 min
436 \\ Your Will Won't Avoid Probate - And It Could Cost Your Family $60K
Sep 23, 202614 min
435 \\ How Eric Saved $60,000 on Taxes with the 20% QBI Deduction
Sep 21, 202617 min
434 \\ Tax Loss Harvesting: How a Business Owner Erased $47,000 in Capital Gains Tax
Sep 18, 202616 min
433 \\ $200K Revenue But Barely Profitable? 5 Numbers Small Business Owners Need To Know
Sep 16, 202618 min
432 \\Donor Advised Funds: How Business Owners Deduct 3 Years of Giving in 1 Year
Sep 14, 202615 min
431 \\$200K Tax Wall: Why Business Owners Suddenly Pay More
Sep 11, 202617 min
430 \\Hiring Your Kids in Your Business Is a Legal Tax Break; Here's the Right Way
Sep 9, 202615 min
429 \\ $40K vs $98K: The Real S Corp Salary Formula That Saves Thousands
Sep 7, 202616 min
428 \\ Solo 401K vs SEP IRA (2026): How to Hit $72K Before Dec 31
Sep 4, 202614 min
427 \\ 5 Q4 Tax Moves That Saved a Business Owner $31,000 Before Dec 31
Sep 2, 202616 min
426 \\ 5 Moves to Make Before December 31 If You Want a Smaller Tax Bill
Aug 31, 202615 min
425 \\ Get $24,000 a Year Back From Your Own Company, Tax-Free
Aug 28, 202613 min
424 \\ How Kris Restructured to an S-Corp and Saved $50,000 in One Tax Year
Aug 26, 202612 min
423 \\ The HSA Tax Trap: When Triple Tax Savings Cost You More
Aug 24, 202619 min
422 \\ Cash Flow Mistake Cost Carrie $68K Before Year-End
Aug 21, 202613 min
421 \\ John Passed $500K in Rentals to His Kids and Paid $0 in Taxes
Aug 19, 202615 min
420 \\ The $2M Asset Protection Plan Every Business Owner Needs
Aug 17, 202612 min
419 \\ Real Estate Professional Status Explained: One Election Worth $50K+
Aug 14, 202614 min
418 \\ QBI Is Now Permanent: 20% Write-Off to Optimize
Aug 12, 202613 min
417 \\ How $270K in Stock Losses Cut One Business Owner’s Tax by $64K
Aug 10, 202616 min
416 \\ Self Employed Health Insurance Deduction: How It Works for S Corps & Sole Props
Aug 7, 202614 min
415 \\ The S-Corp Salary Trap: What the IRS Is Actually Watching?
Aug 5, 202613 min
414 \\ Why the Wealthy Pay Less in Taxes - And It's 100% Legal
Aug 3, 202613 min
413 \\ There’s Still Time to Shrink Your September 15 Tax Payment!
Jul 31, 202612 min
412 \\ One Lawsuit Can Reach Every Dollar You Own (Unless You Do This)
Jul 29, 202614 min
411 \\ Cost Segregation - The Real Estate Tax Secret Weapon?
Jul 27, 202619 min
410 \\ Property Tax Exemptions Homeowners and Investors Miss
Jul 24, 202619 min
409 \\ Big Beautiful Bill: What Actually Changed for Business Owners
Jul 22, 202618 min
408 \\ You Formed an LLC. Now Don’t Make These 5 Costly Mistakes
Jul 20, 202619 min
407 \\ Rental Property Repairs vs. Improvements: What You Can Deduct Now
Jul 17, 202618 min
406 \\ Why Every Business Owner Should Reconcile Their Accounts Monthly
Jul 15, 202614 min
405 \\ How to Buy a Luxury SUV for Thousands Less With IRS Tax Strategies
Jul 13, 202616 min
404 \\ Buy, Borrow, Die: The Tax Strategy Your CPA Is Too Scared to Explain
Jul 10, 202615 min
403 \\ 7 Business Tax Deductions Many Owners Miss
Jul 8, 202618 min
402 \\ 7 Property Tax Exemptions Seniors and Homeowners Are Missing (Save Thousands)
Jul 6, 202624 min