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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice icon

SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice

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Most business owners underuse their retirement plans. That mistake can cost you thousands. In this episode, we break down the solo 401(k) strategy and how it helps you build wealth while reducing taxes.

You’ll learn how to maximize contributions, claim tax credits, and avoid common mistakes that wipe out savings. We also cover deadlines, contribution limits, and how to...


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Most business owners think taking all income as salary is the safest move. It’s not. In this episode, we break down the tax strategy behind paying yourself the right way—and how getting it wrong can cost you thousands.

You’ll learn what “reasonable compensation” really means and how to balance salary and distributions to reduce taxes. We also cover how this impacts tax...


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Most high-income business owners think the new SALT cap fix solved their tax problem. It didn’t. In this episode, we break down the truth behind the PTE election and how it can save you thousands in taxes.

You’ll learn how this tax strategy works, why the $40K SALT cap is misleading, and how to legally bypass the deduction limit. We walk through real numbers, common mi...


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Moving money between your businesses sounds simple. It’s not. In this episode, we break down the tax strategy behind intercompany transfers and why getting it wrong can cost you thousands.

You’ll learn how basis works and why it matters for tax savings. We explain the difference between loans, distributions, and capital contributions—and how each one impacts your abili...


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Many women feel guilt around money, success, and ambition. In this episode, we break down the truth about building a business as a woman of faith.

You’ll learn how to shift your money mindset and stop believing that success and faith are in conflict. We talk about stewardship, leadership, and how building a business can create impact for your family and others. You’ll ...


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