
SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
432 episodes — Page 1 of 9
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
401 \\ You're Paying Yourself Wrong and It's Costing You $15,000 a Year in Taxes
Jul 3, 202623 min
400 \\ Cost Segregation: The Boring Sounding Tax Strategy That's more Powerful Than Ever
Jun 30, 202617 min
399 \\ S-Corp Election Mistakes That Are Quietly Draining Your Business
Jun 29, 202616 min
398 \\ Business Travel Tax Deductions CPAs Still Get Wrong
Jun 26, 202616 min
397 \\ Your CPA Is Costing You $100K A Year (And They Don't Even Know It)
Jun 24, 202613 min
396 \\ Hire Your Kids? The Legal Tax Move Your CPA Didn't Mention
Jun 22, 202613 min
395 \\ Big Beautiful Bill Tax Strategy: What to Do Before It's Too Late
Jun 19, 202613 min
394 \\ Your Tax Bill Is Being Written Right Now. Here's What to Do Before September:
Jun 17, 202616 min
393 \\ Your CPA Is Leaving $50,000 on the Table Every Year
Jun 15, 202615 min
392 \\ How I Saved My Clients $100K in Taxes (3 Legal Strategies)
Jun 12, 202614 min
391 \\ 771,000 Audits Last Year 7 Triggers They're Looking For
Jun 10, 202612 min
390 \\ Your CPA Got Every Deduction… So Why Are You Still Overpaying Taxes?!?
Jun 8, 202618 min
389\\ Your CPA Never Told You This: The Tax Secrets Saving Owners Thousands
Jun 5, 202622 min
388 \\ The 5 Rich Rules That Separate Wealth Builders from Everyone Else
Jun 3, 202614 min
387 \\ The $1 Million Roth Conversion Mistake Most Business Owners Make
Jun 1, 202617 min
386 \\ The Solo 401(k) Loophole That Pays You to Save
May 29, 202612 min
385 \\ The Salary vs Distribution Strategy Most CPAs Get Wrong
May 27, 202612 min
384 \\ Why the $40K SALT Deduction Won’t Help You (Here’s What Will)
May 25, 202614 min
383 \\ The Smart Way to Move Money Between LLCs (Avoid This Costly Error)
May 22, 202613 min
382 \\ Faith, Money, and Business: What No One Tells Female Entrepreneurs
May 20, 202617 min