All Episodes
SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice — 61 episodes
433 \\ $200K Revenue But Barely Profitable? 5 Numbers Small Business Owners Need To Know
432 \\Donor Advised Funds: How Business Owners Deduct 3 Years of Giving in 1 Year
431 \\$200K Tax Wall: Why Business Owners Suddenly Pay More
430 \\Hiring Your Kids in Your Business Is a Legal Tax Break; Here's the Right Way
429 \\ $40K vs $98K: The Real S Corp Salary Formula That Saves Thousands
428 \\ Solo 401K vs SEP IRA (2026): How to Hit $72K Before Dec 31
427 \\ 5 Q4 Tax Moves That Saved a Business Owner $31,000 Before Dec 31
426 \\ 5 Moves to Make Before December 31 If You Want a Smaller Tax Bill
425 \\ Get $24,000 a Year Back From Your Own Company, Tax-Free
424 \\ How Kris Restructured to an S-Corp and Saved $50,000 in One Tax Year
423 \\ The HSA Tax Trap: When Triple Tax Savings Cost You More
422 \\ Cash Flow Mistake Cost Carrie $68K Before Year-End
421 \\ John Passed $500K in Rentals to His Kids and Paid $0 in Taxes
420 \\ The $2M Asset Protection Plan Every Business Owner Needs
419 \\ Real Estate Professional Status Explained: One Election Worth $50K+
418 \\ QBI Is Now Permanent: 20% Write-Off to Optimize
417 \\ How $270K in Stock Losses Cut One Business Owner’s Tax by $64K
416 \\ Self Employed Health Insurance Deduction: How It Works for S Corps & Sole Props
415 \\ The S-Corp Salary Trap: What the IRS Is Actually Watching?
414 \\ Why the Wealthy Pay Less in Taxes - And It's 100% Legal
413 \\ There’s Still Time to Shrink Your September 15 Tax Payment!
412 \\ One Lawsuit Can Reach Every Dollar You Own (Unless You Do This)
411 \\ Cost Segregation - The Real Estate Tax Secret Weapon?
410 \\ Property Tax Exemptions Homeowners and Investors Miss
409 \\ Big Beautiful Bill: What Actually Changed for Business Owners
408 \\ You Formed an LLC. Now Don’t Make These 5 Costly Mistakes
407 \\ Rental Property Repairs vs. Improvements: What You Can Deduct Now
406 \\ Why Every Business Owner Should Reconcile Their Accounts Monthly
405 \\ How to Buy a Luxury SUV for Thousands Less With IRS Tax Strategies
404 \\ Buy, Borrow, Die: The Tax Strategy Your CPA Is Too Scared to Explain
403 \\ 7 Business Tax Deductions Many Owners Miss
402 \\ 7 Property Tax Exemptions Seniors and Homeowners Are Missing (Save Thousands)
401 \\ You're Paying Yourself Wrong and It's Costing You $15,000 a Year in Taxes
400 \\ Cost Segregation: The Boring Sounding Tax Strategy That's more Powerful Than Ever
399 \\ S-Corp Election Mistakes That Are Quietly Draining Your Business
398 \\ Business Travel Tax Deductions CPAs Still Get Wrong
397 \\ Your CPA Is Costing You $100K A Year (And They Don't Even Know It)
396 \\ Hire Your Kids? The Legal Tax Move Your CPA Didn't Mention
395 \\ Big Beautiful Bill Tax Strategy: What to Do Before It's Too Late
394 \\ Your Tax Bill Is Being Written Right Now. Here's What to Do Before September:
393 \\ Your CPA Is Leaving $50,000 on the Table Every Year
392 \\ How I Saved My Clients $100K in Taxes (3 Legal Strategies)
391 \\ 771,000 Audits Last Year 7 Triggers They're Looking For
390 \\ Your CPA Got Every Deduction… So Why Are You Still Overpaying Taxes?!?
389 \\ Your CPA Never Told You This: The Tax Secrets Saving Owners Thousands
388 \\ The 5 Rich Rules That Separate Wealth Builders from Everyone Else
387 \\ The $1 Million Roth Conversion Mistake Most Business Owners Make
386 \\ The Solo 401(k) Loophole That Pays You to Save
385 \\ The Salary vs Distribution Strategy Most CPAs Get Wrong
384 \\ Why the $40K SALT Deduction Won’t Help You (Here’s What Will)
383 \\ The Smart Way to Move Money Between LLCs (Avoid This Costly Error)
382 \\ Faith, Money, and Business: What No One Tells Female Entrepreneurs
381 \\ Buying a Business? This Tax Strategy Could Save You Millions
380 \\ The LLC Mistake That Could Cost You Everything
379 \\ How the Tax System Really Works (And How to Pay Less Legally)
378 \\ The Wealth Playbook: What Rich Business Owners Do Differently
377 \\ How to Turn Bank Loans Into Long-Term Wealth (Most Don’t Know This)
376 \\ 7 Tax Write-Offs Most LLC Owners Miss (Costing You Thousands)
375 \\ The Hidden Downsides of HSAs for Business Owners
374 \\ This Simple Tax Strategy Can Save You Thousands in Penalties
373 \\ Think Home Office Deductions Trigger Audits? You’ve Been Lied To