HeyJaredSMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
Confused about small business taxes? Not sure if you’re doing it right—or if you’re missing out on legal tax deductions and savings?
- Indexed episodes, last 90 days
- 3
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- Sep 30, 2026
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- Sep 25, 2026
Latest episodes
439 \\ How S-Corp Owners Can Save $212,000 in Taxes Before Age 72 (opens the original)
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You spent years building your business and saving for retirement. But a large pretax retirement account can create a tax problem later if you don’t plan how that money comes out. In this episode, Tiffany Phillips explains how one business owner’s retirement tax plan created a projected $212,000 difference in taxes and Medicare surcharges. You’ll learn how required minimum distributions, Social Security taxes, IRMAA, Roth conversions, and the widow penalty can work together. This isn’t about conv
438 \\ Solo 401k vs SEP-IRA: How S Corp Owners Save $43,000 Before Dec 31 (opens the original)
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A Solo 401K and SEP-IRA can look similar, but the tax savings can be very different. In this episode, Tiffany explains why an S-corp owner's December payroll decisions can determine how much retirement contribution room remains for the year. You'll see how a $75,000 W-2 can create about $18,750 of employer-only contribution room or more than $43,000 when the employee and employer Solo four-oh-one-kay buckets are combined. You'll also learn why sole proprietors have different deadline rules, how
437 \\ How 1 Living Trust Flaw Can Cost Owners Their $2M Business (opens the original)
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SHOW NOTES A living trust can own your business and still leave your family unable to run it. In this episode, Tiffany explains why your trust, operating agreement, buy-sell agreement, bank authority, insurance, and tax planning all need to work together. You'll hear two real client examples showing how business owners can lose control, create valuation problems, or put an S corporation at risk even when they already have a trust. You'll also learn how business strategy, tax planning, and wealth
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