
SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
387 episodes — Page 5 of 8
186 \\ Trump’s 2025 Tax Plan: 5 Big Changes Business Owners Must Know
Feb 17, 202520 min
185 \\ Cash Balance Plans: The Tax Strategy High-Income Business Owners Overlook
Feb 14, 202522 min
184 \\ The $2,500 Tax Election That Can Save You Money and Prevent an IRS Audit
Feb 12, 202513 min
183 \\ 7 Wealth Villains to Avoid: Greg Luken on Building and Keeping Generational Wealth
Feb 10, 202532 min
182 \\ 5 Financial Mistakes Business Owners Must Avoid in 2025
Feb 7, 202528 min
181 \\ How to Build Your 2025 Business Battle Plan (Step-by-Step)
Feb 5, 202516 min
180 \\ From VP to CEO: Money Secrets & Small Business Finance Tips with Dr. Annie Cole
Feb 3, 202534 min
179 \\ 99.5% of Tax Laws Benefit You: Tax Strategies CPAs Don’t Share
Jan 31, 202520 min
178 \\ IRS Audit Triggers: How Schedule C Puts You at Risk and How to Avoid It
Jan 29, 202520 min
177 \\ Breaking Toxic Money Myths: Rewriting Your Money Mindset with Hanna Morrell
Jan 27, 202538 min
176 \\ The #1 Mistake Entrepreneurs Make: Why Starting Messy Beats Waiting for Perfect
Jan 23, 202517 min
175 \\ Tax Evasion vs Tax Avoidance: Celebrity Scandals and Smart Tax Strategies
Jan 20, 202517 min
174 \\ Delegation: The Key to Explosive Business Growth in 2025
Jan 16, 202517 min
173 \\ 5 Smart Tax Strategies to Legally Cut Your 2025 Taxes
Jan 13, 202515 min
172 \\ 3 Financial Mistakes Keeping Small Businesses Broke in 2025
Jan 9, 202518 min
171 \\ Bench Accounting Collapse: Protect Your Business Finances in 2025
Jan 6, 202515 min
170 \\ Lessons and Gratitude from 2024: Wins That Will Inspire Your 2025
Jan 2, 202526 min
169 \\ How to Spot If Your CPA Is Hurting You (Not Helping) in 2025: Part 2
Dec 30, 202422 min
168 \\ How to Spot If Your CPA Is Hurting You (Not Helping) in 2025: Part 1
Dec 26, 202418 min
167 \\ 3 Things You Must Do to Grow Your Small Business in 2025
Dec 23, 202423 min
166 \\ 4 Smart Strategies to Scale Your Business in 2025
Dec 19, 202424 min
165 \\ State Tax Loophole: How Business Owners Can Slash Taxes with PTET
Dec 16, 202412 min
164 \\ Backdoor Roth IRA Strategy: CPA Advice for High Earners on Tax Savings
Dec 12, 202414 min
163 \\ Beneficial Ownership Report Update: CPA Advice on BOI Deadlines and Compliance
Dec 9, 202414 min
162 \\ Trump 2025 BRICS Tariffs: Tax Strategies for Small Business Owners
Dec 5, 202426 min
161 \\ IRS Rules for Bigger Business Deductions: 3 CPA-Approved Steps to Cut Taxes
Dec 2, 202420 min
160 \\ Year-End Tax Tips: W-9s, 1099s, and Accounting Prep for 2024
Nov 28, 202417 min
159 \\ Boost Cash Flow Fast: Tax Strategies Every Business Owner Needs
Nov 25, 202418 min
158 \\ How Business Owners Save 30%+ on Taxes with Proactive CPA Strategies
Nov 21, 202416 min
157 \\ How to Cut Capital Gains Tax When Selling Your Home
Nov 18, 202416 min
156 \\ Pay Your Spouse the Smart Way: Tax Benefits and Strategies for 2024
Nov 14, 202414 min
155 \\ Lease or Buy Equipment? Section 179 Tax Strategies for 2024
Nov 11, 202413 min
154 \\ Trump’s Win and Your Taxes: What Business Owners Should Expect in 2025
Nov 7, 202416 min
153 \\ Thinking 3 Years Ahead: Vision, Coaching, and Building a Team That Scales
Nov 4, 202420 min
152 \\ Audit-Proof Your Business: 7 Smart Steps to Avoid IRS Headaches
Oct 31, 202418 min
151 \\ 10 Essential Tips to Master State Sales Tax (and Avoid Expensive Mistakes)
Oct 28, 202422 min
150 \\ Multi-State Business Tax Traps: CPA Advice to Cut Taxes and Save Thousands
Oct 24, 202421 min
149 \\ How to Push Through the Messy Middle: Smart Strategies to Scale Without Burning Out
Oct 21, 202417 min
148 \\ 2024 Election Tax Plans: What Trump vs Harris Could Mean for Your Small Business
Oct 17, 202425 min
147 \\ How a CPA Couple Saved $67,581 in Taxes: Real Case Study and Tax Planning Tips
Oct 14, 202418 min
146 \\ 7 Smart Year-End Tax Strategies Every Small Business Owner Must Do Before 2025
Oct 10, 202418 min
145 \\ Avoid IRS Trouble: CPA Advice on Excess Distributions & Shareholder Loans for S Corp Owners
Oct 7, 202415 min
144 \\ Business Cybersecurity Tips: CPA Advice to Protect Financial Data and Prevent Hacks
Oct 3, 202416 min
143 \\ Stop Sabotaging Growth: How Coaches Help Small Business Owners Succeed
Sep 30, 202416 min
142 \\ 8 Costly Finance Mistakes Small Business Owners Make (And How to Fix Them)
Sep 26, 202424 min
141 \\ Pay Your Spouse Tax-Free: The Medical Expense Reimbursement Strategy Every Business Owner Should Know
Sep 23, 202417 min
140 \\ Avoid IRS Trouble: Stop Mixing Business and Personal Finances Before It’s Too Late
Sep 19, 202416 min
139 \\ From Bottleneck to CEO: The Mindset Shift Every Business Owner Needs
Sep 16, 202413 min
138 \\ SALT Deduction Workaround: How Business Owners Can Use Pass-Through Entity Taxes to Save Big
Sep 12, 202413 min
137 \\ Volume vs. Value: Why Your Tax Advisor Should Be More Than a Preparer
Sep 9, 202416 min