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E196 | Smart Tax Planning; Business Owner Case Studies

E196 | Smart Tax Planning; Business Owner Case Studies

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In this episode of Tycoons of Small Biz, hosts Austin Peterson and Landon Mance dive into smart tax planning strategies for small business owners.

They discuss the importance of proactive tax planning, share insights from their experience, and provide case studies demonstrating significant tax savings. The episode underscores the necessity of collaborating with tax and financial advisors to navigate complex tax codes and structure investments effectively.

Key takeaways include reviewing entity structures, maximizing deductions thoughtfully, and planning taxes quarterly. Real-life examples illustrate the efficacy of oil and gas investments, qualified opportunity zones, and charitable planning in optimizing tax outcomes, ensuring business growth, and preserving value.

01:08 The Importance of Small Business

01:47 Smart Tax Planning for Business Owners

07:10 Case Study: Franchise Tax Savings

15:32 Case Study: Business Owner Divorce

24:31 Key Takeaways and Actionable Strategies

28:44 Conclusion and Next Episode Preview

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