The Tax Corner: Your Team and Knowing Their Roles

Most business owners have a CPA, an attorney, and a financial advisor on their team. But if nobody is driving the plan, the best opportunities get missed — not because the team is bad, but because nobody knows who is supposed to be doing what. In this episode, Andrew and Brian dig into the Tax Corner of the Four Corners of Business Owner Planning — starting with the question most business owners never think to ask: Does everyone on your advisory team actually know their role? With decades of experience working with business owners across complex planning scenarios, Brian and Andrew breaks down the difference between tax strategy and tax execution, why CPAs are built to be event-driven rather than proactive, and how the monitoring gap quietly costs business owners money every single year. You will also learn why December scrambles happen, what can still be done before your 2025 business return is filed, and how the right advisory team structure sets the stage for a strong rest of 2026. In this podcast interview, you'll learn: Why your CPA is focused on execution — and who should be driving strategy The difference between event-driven advising and proactive monitoring What a well-built planning triangle actually looks like How the Roth catch-up rule change affects business owners with 401(k) plans in 2026 What you can still do right now to maximize pre-tax dollars before year-end Find All Episode Resources Here - www.bayntree.com/123 Download your copy of The Entrepreneur's Financial Planning Checklist