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

In this episode, Tiffany unpacks the deep connection between your money mindset and your bottom line. You’ll hear powerful stories from real clients who’ve saved over $60K in taxes—not just through smart tax strategies, but by transforming their relationship with money. If you’re a female entrepreneur tired of overworking and under-earning, this conversation will shift how you think about small business finance, wealth planning, an...

What if buying U.S. residency became the most powerful tax strategy on the table? In this episode, we break down Trump’s proposed “Gold Card” program, a bold $5 million fast-track to a green card—and what it means for small business owners, investors, and tax-savvy entrepreneurs. Discover how this could create massive shifts in the economy, investment markets, and your personal tax planning. Whether you're a CPA, financial strategi...

Most business owners are overpaying the IRS—because they don’t know the rules. In this episode, you’ll learn how the wealthiest Americans use legal tax strategies to save tens of thousands every year. Discover the Trifecta System, the power of the S corporation, and real estate tax strategies that can turn rent into equity and vacations into deductions. Whether you're a consultant, real estate investor, or small business owner, the...

In this episode, Tiffany tackles the real reason so many business owners feel lost—because they don’t know which numbers actually matter. If you're tired of flying blind in your business, this one’s for you. Learn the 5 essential KPIs that go beyond vanity metrics to reveal your true business performance. From your current ratio to customer lifetime value, Tiffany breaks down each metric, why it matters, and how it ties directly to...

In this final episode of the New Tax Laws Decoded series, we unpack how the end of popular clean energy tax credits is creating surprising new tax-saving opportunities for business owners. Host [Name] explains which incentives are disappearing—including electric vehicle, solar, and home improvement credits—and reveals what’s replacing them. Learn how to pivot your business strategy toward advanced manufacturing, childcare credits, ...

In this episode of New Tax Laws Decoded, we break down the biggest international tax changes in decades—and why they matter. If your business earns foreign income, exports products or services, or competes globally, understanding these updates could save you hundreds of thousands. We dive into updated GILTI and FDII provisions, how they impact tax planning, and why tax parity between foreign operations and domestic exports matters....

In this episode of the New Tax Laws Decoded Series, we break down how the new $2,000 1099 reporting threshold is a game-changer for small business owners. You’ll learn how this shift reduces administrative burdens, saves time and money, and creates space for real business growth. We explore what this means for your tax strategy, how to update your systems, and why this is more than just paperwork relief—it’s a chance to sharpen you...

Want to retire tax-free? The new tax law just made it easier. This episode covers how Roth conversions, solo 401(k)s, and strategic retirement planning can help you build tax-free wealth in your business. We explain how to time income, deductions, and business expenses to reduce your tax bracket and maximize long-term compounding in Roth accounts. This episode is packed with strategies for entrepreneurs who want to grow their busin...

Big win for small business owners: the Qualified Business Income (QBI) deduction is now permanent. In this episode, we walk through how to calculate and optimize your 20% deduction on pass-through income. Learn how entity structure, W-2 wages, and capital investments affect your eligibility, and how the new rules impact your 2025 planning. If you’re a sole proprietor, S corp owner, or partner—this episode shows you how to cut your ...

Real estate just became one of the most tax-efficient investments again. In this episode, we break down how the permanent changes to depreciation rules, bonus depreciation, and NOLs have unlocked major cash flow advantages for real estate investors. We cover cost segregation, real estate professional status, and how to pair these with 2025 tax laws to stack your savings. Whether you own rental properties or are planning to expand, ...

Are you unintentionally triggering the Personal Holding Company tax without realizing it? This little-known rule could be quietly costing your business thousands in taxes every year. In this episode, we explain who qualifies as a PHC, what types of income make you vulnerable, and how to restructure your entities to avoid surprise penalties. This is a must-listen if you own a C corp, manage investment income, or run multiple entitie...

If you're sitting on capital gains or planning to sell a business, this episode will blow your mind. We break down how Opportunity Zones—now made permanent—let you defer taxes today and potentially eliminate them forever. We cover how to use real estate or business investments in these zones to build long-term wealth, while also making an impact in distressed communities. This isn’t just about tax deferral—it’s about compounding we...

Selling your business? This tax rule could let you pay zero in capital gains taxes—but only if you plan ahead. In this episode, we explore how the Qualified Small Business Stock (QSBS) exclusion just got supercharged under the new tax law. You’ll learn how restructuring into a C corp and holding stock for 5+ years could eliminate your entire tax bill. We break down built-in gains, double taxation trade-offs, and real-world examples...

Think business losses always help reduce your taxes? Not anymore. In this episode, we break down the now permanent Excess Business Loss Limitation under Section 461(l) and how it restricts high-income entrepreneurs from using all their business losses to offset income. We explain how it applies to multi-entity owners, real estate investors, and startup founders, and how you can work around the limits with smarter planning. You’ll l...

There’s a massive new tax credit for U.S. manufacturers—up to 35% back on qualifying investments. In this episode, we break down how the Advanced Manufacturing Investment Credit can save you millions and give you a long-term edge. From semiconductors to equipment production, we explain what qualifies, how to pivot into eligible industries, and why smart manufacturers are already restructuring to take advantage. We also show how to ...

Good news: the tax code just made business debt far more valuable. In this episode, we explain how the permanent return to EBITDA rules can give you thousands back in interest deductions—and unlock smarter growth strategies. You'll learn how to combine bonus depreciation, Section 179, and the new interest deduction rules to scale your business fast, without overpaying in taxes. We also walk through real examples and show you how to...

Did you know your past innovation work could still earn you huge tax savings? In this episode, we unpack how the updated R&D tax rules can help you unlock up to $200,000 in retroactive deductions—even if your business isn't in tech. Learn what qualifies, how to reclaim missed credits from 2022–2024, and how smart entrepreneurs are using this to fund growth and beat competitors. If you've been developing new products, improving ...

In this episode, we break down a powerful 2025 tax law that could save your business a ton of money. Thanks to changes in Section 179, you can now write off up to $2.5 million in equipment this year. That’s real tax savings—plus a big edge over your competition.

You’ll learn what Section 179 is, what counts, and how to use it with bonus depreciation and other smart tax strategies. We explain it in simple terms, so you can take acti...

There’s a powerful tax deduction most business owners miss—and it just got even better in 2025. In this episode, I walk you through how to use this new rule to unlock big tax savings and protect your business cash flow. You’ll learn how this deduction fits into your 2025 tax planning, why most accountants ignore it, and how to apply it before year-end. Don't miss this if you're serious about tax strategy.

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