• Boost Your Small Business With These CPA-Approved Tax Tips

  • Jun 10 2024
  • Length: 19 mins
  • Podcast

Boost Your Small Business With These CPA-Approved Tax Tips

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  • Summary

  • Welcome back to the Financial Foundations Podcast, brought to you by Base Wealth Management, where we lay the groundwork for your financial success. In this episode, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, are joined by Josh Pisa, a CPA who specializes in working with small businesses. Dive into the intricacies of small business tax strategies, retirement planning, and the long-term impact of different tax decisions. Discover common tax mistakes small business owners make, how to optimize your business structure, and the benefits of incorporating retirement plans.

    Join us for insightful discussions on maximizing tax savings, succession planning, and leveraging financial tools like Roth conversions and HSAs. Whether you're a seasoned business owner or just starting, this episode offers valuable advice to help you navigate the complexities of financial planning and tax optimization.

    Have questions or topics you'd like us to cover? Send them to question@basewealthmanagement.com.
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