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The Smart Tax Planning System for Business Owners ℠

Minimize the taxes your business pays.

Benefits

If your business is successful, taxes are one of your biggest expenses. Like any other line-item on your P&L, taxes should be reviewed regularly to find ways to reduce the costs.

The tax code is very complicated and your current tax preparers may be doing an excellent job with filing your business tax returns correctly to avoid audits. As a result, many opportunities to implement strategies that could reduce the taxes your business pays are overlooked.

Rather than sending your money to Washington, those dollars paid in taxes would be better served in growing your business and funding your retirement. That is why we created The Smart Tax Planning System for Business Owners ˢᵐ.

The Smart Tax Planning System for Business Owners ˢᵐ analyzes your business’ tax situation and then makes specific recommendations to improve it and reduce the costs.

The Smart Tax Planning System for Business Owners ˢᵐ uses the tax code to your advantage, looking for legitimate but often overlooked ways to reduce the taxes your business pays.

Get Started

Enroll now to get started with The Smart Tax Planning System for Business Owners ˢᵐ.  Discover a better, smarter, safer way to minimize the taxes your business pays. 

Featured Newsletters

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and...

The Smart Tax Planning Newsletter December 2020

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Good...

2021 Key Financial Data

Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good...

EPISODE 17 Year-End Tax Savings for W2 Employees and Self-Employed

Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss year-end tax...

The Smart Tax Planning Newsletter November 2020

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: 2020...

EPISODE 16 The Tax Saving Logic Behind Roth IRAs

Financial Independence A Better Perspective Podcast Presented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy do a deep dive into...

How Tax Planning Changes Throughout 4 Stages of Retirement

Tax PlanningPeople often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Because your tax exposure will...

5 Year-End Strategies for Charitable Giving

Tax PlanningWith these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.Many people have charitable inclinations, however,...

Retirement Plan Deductions: 4 Things to Consider Before Year-End

The clock continues to tick. Your retirement is 1 year closer. You still have time before December 31 to take steps that will help you fund the retirement you desire. Here are 4 things to consider:...

Income Shifting Hire Your Kids or Other Family Members and Reduce the Taxes You Pay

Income Shifting Hire Your Kids or Other Family Members and Reduce the Taxes You PayYou can create tax benefits for you and your family members by using a strategy called “Income Shifting”.   For...