Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent

In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs.From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally.If you're an independent insurance agent, captive agent, Medicare broker, or small business owner who’s tired of overpaying in taxes, this episode is a must-listen.🔔 Subscribe for more insights on growing your insurance business using digital strategies and smart financial planning.📌 Topics Covered:Tax Planning vs. Tax PreparationMost-missed tax deductions for small businessesEntity selection (LLC vs S Corp)How to legally hire your kidsUsing a board for business and tax benefitsReal-world examples that save agents money📎 Resources:Visit Mike at: https://taxsavingspodcast.comLearn more about his software: https://taxelm.com#TaxPlanning #InsuranceAgentMarketing #MikeJesowshek #DigitalInsuranceAgent #TaxTips #SmallBusinessCPA #InsuranceMarketing #TaxStrategy #EntityStructure #HireYourKids #BusinessDeductions #CPAadvice #CarlWillis #AgentBrandingMarketingSend us Fan Mail Visit us online - agentbrandingandmarketing.comConnect with us on Facebook - https://www.facebook.com/agentbrandingandmarketingSubscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw