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
- 35
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- Sep 23, 2026
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- Jul 6, 2026
Latest episodes
436 \\ Your Will Won't Avoid Probate - And It Could Cost Your Family $60K (opens the original)
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Having a will doesn't mean your family will avoid probate. In this episode, Tiffany Phillips explains how probate works, why a revocable living trust can help, and the funding mistake that can make even a well-written trust useless. You'll learn what assets may pass outside probate, why business owners need to coordinate their LLC interests and accounts with their estate plan, and how poor planning can create major costs and delays for a family. Tiffany also explains how estate planning connects
435 \\ How Eric Saved $60,000 on Taxes with the 20% QBI Deduction (opens the original)
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The QBI deduction is permanent, but that does not mean every business owner automatically gets the full benefit. In this episode, Tiffany Phillips explains how taxable income and W-2 wages can limit your Section 199A deduction and why Q4 tax planning matters. You'll follow a real-world example of an S corporation owner with about $300,000 in qualified business income and see how year-end decisions affected a potential $60,000 deduction. You'll also learn why your spouse's income, retirement plan
434 \\ Tax Loss Harvesting: How a Business Owner Erased $47,000 in Capital Gains Tax (opens the original)
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You may already have capital gains this year, but that does not always mean the tax bill is locked in. In this episode, Tiffany Phillips, CPA and Tax Strategist, breaks down how one client used tax-loss harvesting to offset $47,000 in capital gains before year-end. You'll learn how the 61-day wash-sale window works, why automatic reinvestments can create problems, and how specific-lot identification can change your tax savings. Tiffany also explains what happens when your losses are larger than
433 \\ $200K Revenue But Barely Profitable? 5 Numbers Small Business Owners Need To Know (opens the original)
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Your business can look successful and still be losing money. In this episode, Tiffany Phillips, CPA and Tax Strategist, breaks down the accounting and finance basics every business owner should understand. You’ll learn what your income statement, balance sheet, and cash flow statement actually tell you, and why revenue is not the same as profit. Tiffany also explains cash versus accrual accounting, profit margins, break-even points, cash flow forecasting, and the numbers that can help you make s
432 \\ Donor Advised Funds: How Business Owners Deduct 3 Years of Giving in 1 Year (opens the original)
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You may give thousands to charity every year and still get very little tax benefit. In this episode, Tiffany Phillips explains how a donor-advised fund can help business owners bunch several years of giving into one high-income year. You'll learn how this tax strategy may help you itemize, increase your tax savings, and continue supporting the same charities over time. Tiffany also explains why donating appreciated investments may be smarter than giving cash, how the new 2026 charitable rules af
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