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

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 t...

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 throug...

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...

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...

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 s...

You can now write off up to $100,000 in equipment—no loopholes, no stress. In this episode, I break down how Section 179 and bonus depreciation work under the new 2025 tax rules. You’ll learn how to use this deduction for vehicles, tools, tech, and more—and how it fits into your small business tax strategy. This is real CPA advice that helps you spend smart and save even smarter.   Next Steps: 💰...

What do wealthy entrepreneurs look at every month? In this episode, I reveal the four core numbers that drive business growth and smart tax planning. You’ll learn how to use these numbers to make sharper money decisions, build stronger small business finance habits, and plan with intention—not guesswork. If you're ready to get strategic with your numbers, this one's for you.   Next Steps: 💰 Start...

Most business owners are following tax advice that’s 10 years behind—and it’s costing them real money. In this episode, I explain why generic CPA advice doesn’t cut it anymore and what you need to do instead. You’ll learn how to apply modern tax savings strategies, rethink your financial mindset, and stay ahead of 2025 changes. If you’re tired of overpaying, this is your episode.   Next Steps: 💰...

After nearly a decade in business, I’ve seen what works—and what doesn’t. In this episode, I share the key tax strategies I’d use again, the finance advice I wish I had earlier, and how my mindset has shifted around money, growth, and business decisions. Whether you’re new or nine years in yourself, this honest reflection will save you time, money, and mistakes.   Next Steps: 💰 Start Paying Less...

In this episode, Ashley Patrick shares how she overcame bankruptcy and paid off $45,000 in debt. We talk about the mindset shifts that made it possible, the finance advice she wishes she had earlier, and the money decisions that got her back on track. If you’re overwhelmed by debt or looking to take control of your small business finances, Ashley’s story will inspire you—and give you the steps to...

Think millionaires all drive Teslas and live in mansions? Think again. In this episode, I break down how real wealth often looks boring—and how business owners who focus on tax planning, smart savings strategies, and financial mindset actually build sustainable success. This one will challenge your assumptions and help you shift how you view money, growth, and what being "rich" really means.   Nex...

Old money habits and triggers can quietly hold your business back. In this episode, I share how personal money stories show up in small business finances, pricing, and spending—and how to rewire your mindset to support business growth. We also talk through smart money decisions and tax planning that help you take control, not just react. If you're stuck at a plateau, this could be what’s keeping y...

Falling behind on taxes doesn’t mean you’re doomed. In this episode, I explain what to do if you can’t afford to pay the IRS right now. We cover payment plan options, common mistakes, and how to get back on track without wrecking your business. You’ll also learn how better tax planning and small business finance systems could’ve prevented the issue—and how to avoid it in the future.   Next Steps:...

Money lessons start young—and in our house, they start with the truth. In this episode, I share how I talk to my kids about taxes, spending, business, and what it really means to earn and grow money. You’ll get ideas for age-appropriate money decisions, how to introduce basic finance advice, and why small conversations now can create financially confident kids later.   Next Steps: 💰 Start Paying...

Some of my wealthiest clients—people with eight and nine-figure net worths—pay less in taxes than business owners making $50K a year. In this episode, I pull back the curtain on how they do it. You’ll learn the tax planning moves and savings strategies that give them a massive edge, and how to legally use the same tools in your small business. No fluff. Just real CPA advice on how to stop overpayi...

The R&D tax credit isn’t just for tech giants. In this episode, Kevin Zolriasatain and I break down how small business owners can qualify and use this tax deduction to improve cash flow. You’ll learn who qualifies, how to claim the credit, and why most accountants don’t even mention it. This is tax savings on the table—real CPA advice that’s easy to miss if you don’t know where to look.   Next...

What if one 60-minute meeting a month could change your entire financial situation? In this episode, I explain the money habit that my most successful clients never skip. We’ll talk about how it improves business finance, supports better money decisions, and keeps your tax strategy on track all year. Simple, repeatable, and powerful—this is one shift you’ll wish you made sooner.   Next Steps: 💰 S...

AI isn’t just for tech bros and startups—it’s helping small business owners save thousands in taxes. In this episode, I break down the real tools my clients use to automate bookkeeping, improve cash flow, and upgrade their tax planning. You’ll hear how using the right tech can strengthen your savings strategies and free up hours of your time. The future is here—and it’s saving you money.   Next St...

In this episode, I talk with attorney Leslie H. Tayne about retirement planning, business tax strategies, and the Profit First method. We cover what most small business owners overlook, how to make better money decisions, and practical ways to strengthen your business finance today. If you want smarter tax planning and more profit in your pocket, this conversation delivers.   Next Steps: 💰 Start...

In this episode, I walk through the exact financial checklist that helped one of my clients save $48,000 in business tax. You’ll get the real steps we took—from tax planning and tax reduction to smarter money decisions. This isn’t fluff—it’s the CPA tax advice that works. Whether you're focused on small business finance or trying to stop overpaying the IRS, this checklist is your roadmap for 2025....

Is your S Corp giving you real tax savings—or just extra paperwork? In this episode, I break down how to know if your setup is working, plus the tax strategies and CPA advice that make S Corps worthwhile. We’ll cover small business tax traps to avoid and how to align your entity with your broader business strategy. This is a must-listen before your next tax season hits.   Next Steps: 💰 Start Payi...

Nick Prefontaine shares how he overcame trauma, rebuilt his life, and became a successful entrepreneur. This episode is packed with mindset for entrepreneurs, owner mindset, and real talk about money decisions that fuel long-term business success. If you’ve faced setbacks, this interview will inspire you to take control of your business finance and make smart moves with your money.   Next Steps:...

Could tariffs replace income taxes in the U.S.? In this episode, I break down the logic, the flaws, and the real impact on small business tax. We’ll also explore how this concept ties into current tax planning strategy, and why understanding tax policy helps you make stronger financial decisions for your business. It’s not just theory—it’s how to think like a strategist.   Next Steps: 💰 Start Pay...

Tax law isn’t just about collecting money—it’s about guiding behavior. In this episode, we dig into how Trump’s tax code changes shaped business tax policy and what it means for your financial mindset. You’ll learn about wealth planning, tax minimization, and how to use the system to your advantage. This is strategy, not guesswork—and it matters for every small business owner.   Next Steps: 💰 Sta...

Let’s talk about the truth behind money, taxes, and why the system isn’t built for small business success. In this episode, I unpack the tax planning gaps, missing CPA advice, and financial mindset issues that keep entrepreneurs broke. You’ll learn how to flip the script with smart strategies that put you back in control of your income and tax savings. If you’re ready to stop playing defense, this...