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

Confused about small business taxes? Not sure if you’re doing it right—or if you’re missing out on legal tax deductions and savings? You’re not alone.This podcast delivers real CPA advice for small business owners who want practical tax strategies, smarter money decisions, and confidence with business finances. Whether you’re worried about the IRS, unsure how to handle tax planning, or need help understanding your numbers—this show is your guide.I’m Tiffany Phillips—CPA, tax advisor, and small business finance expert with 20+ years of experience helping entrepreneurs save thousands in taxes every year. I make accounting and finance simple, and I specialize in helping women entrepreneurs and husband-wife business owners stop overpaying and start building real wealth.Each episode breaks down business tax tips, tax savings strategies, and financial systems that actually work. If you’re ready to understand your tax strategy, feel confident in your financial decisions, and finally take c

SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice is a business podcast hosted by Unknown Host, with 438 episodes on record and a Required Pod Score of 80.

Unknown Host hosts SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice, a business show with 438 episodes published.

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  Episode #123

  440 \\ 5 IRS Red Flags Small Business Owners Must Fix Before Year-End

  Oct 2, 202618 min

  A tax problem does not always start with bad intentions. Sometimes it starts with messy records. In this episode of Small Business Finance, Tiffany Phillips explains five recordkeeping problems business owners should clean up before year-end. You will learn how payment apps, cash deposits, mixed accounts, home office records, and contractor paperwork can create problems when the numbers do not match or the documentation is weak. Tiffany also explains important 2026 reporting changes, including the new $2,000 federal Form 1099-NEC threshold, and walks through simple systems that can make January much easier. These practical tax tips can help you strengthen your tax planning, protect legitimate deductions, and build better business finance habits before filing season begins. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! if you want me to help you navigate your way through using records to support your returns, comment “AUDIT” and I’ll get you some more information!

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  Episode #122

  439 \\ How S-Corp Owners Can Save $212,000 in Taxes Before Age 72

  Sep 30, 202621 min

  You spent years building your business and saving for retirement. But a large pretax retirement account can create a tax problem later if you don’t plan how that money comes out. In this episode, Tiffany Phillips explains how one business owner’s retirement tax plan created a projected $212,000 difference in taxes and Medicare surcharges. You’ll learn how required minimum distributions, Social Security taxes, IRMAA, Roth conversions, and the widow penalty can work together. This isn’t about converting everything to Roth. It’s about using smart tax planning, tax strategies, and better money decisions while you still control your taxable income. If you’re approaching retirement with substantial pretax savings, this episode will show you why your withdrawal strategy matters just as much as your savings strategy. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! if you want me to help you navigate your retirement plan or Roth conversion, comment “KEEP” and I’ll get you some more information!

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  Episode #121

  438 \\ Solo 401k vs SEP-IRA: How S Corp Owners Save $43,000 Before Dec 31

  Sep 28, 202620 min

  A Solo 401K and SEP-IRA can look similar, but the tax savings can be very different. In this episode, Tiffany explains why an S-corp owner's December payroll decisions can determine how much retirement contribution room remains for the year. You'll see how a $75,000 W-2 can create about $18,750 of employer-only contribution room or more than $43,000 when the employee and employer Solo four-oh-one-kay buckets are combined. You'll also learn why sole proprietors have different deadline rules, how other retirement plans can affect your limit, and why payroll should be reviewed before year-end. If retirement is part of your tax planning, the account you choose, your wages, and your timing can all affect your tax savings and overall tax strategy. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! if you want me to help you navigate your Solo 401K vs SEP-IRA choice, comment STRATEGY and I’ll get you some more information!

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  Episode #120

  437 \\ How 1 Living Trust Flaw Can Cost Owners Their $2M Business

  Sep 25, 202614 min

  SHOW NOTES A living trust can own your business and still leave your family unable to run it. In this episode, Tiffany explains why your trust, operating agreement, buy-sell agreement, bank authority, insurance, and tax planning all need to work together. You'll hear two real client examples showing how business owners can lose control, create valuation problems, or put an S corporation at risk even when they already have a trust. You'll also learn how business strategy, tax planning, and wealth planning can help protect the company you've spent years building. If your business is one of your biggest assets, this episode will show you what needs to be aligned before your family has to deal with it during a crisis. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! if you want me to help you navigate this difficult tax subject, comment PLAN and I’ll get you some more information!

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  Episode #119

  436 \\ Your Will Won't Avoid Probate - And It Could Cost Your Family $60K

  Sep 23, 202614 min

  Having a will doesn't mean your family will avoid probate. In this episode, Tiffany Phillips explains how probate works, why a revocable living trust can help, and the funding mistake that can make even a well-written trust useless. You'll learn what assets may pass outside probate, why business owners need to coordinate their LLC interests and accounts with their estate plan, and how poor planning can create major costs and delays for a family. Tiffany also explains how estate planning connects with tax planning, including what can happen to the tax basis of inherited property. If you own a home, business, rental property, or investment accounts, this episode will help you understand why smart strategies and wealth planning require more than simply signing a will or trust. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! if you want me to help you navigate this difficult tax subject, comment PLAN and I’ll get you some more information!

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