I had a blast recently joining Candy Messer on the “Biz Help for You” podcast! On it we discussed:
- 0:02 – Why entrepreneurs experience “tax FOMO”
- 1:00 – The difference between a tax strategist and a traditional CPA
- 2:17 – How a business loss created a $110,000 tax savings opportunity
- 4:15 – The real cost of DIY and low-cost tax preparation
- 6:49 – Four core tax strategies every entrepreneur should review
- 7:49 – How entity selection can save thousands every year
- 8:52 – Understanding and maximizing the QBI deduction
- 11:05 – Using pass-through entity tax to bypass deduction caps
- 13:03 – Retirement strategies that lower taxes and increase net worth
- 16:27 – Capital gains strategies: 1031 exchanges, installment sales, and opportunity zones
- 22:42 – Why a big tax refund is often a red flag
I really enjoyed my time with Candy, and I hope you get a lot of value out of the tax tips in this podcast!
