Maximizing Tax Efficiency through Entity Selection and Retirement Planning

Points of Interest

• 0:00-1:20 - Introduction to Craig Cody, a tax strategy expert focused on helping agencies pay less tax.
• 1:21-2:12 - The unique focus of tax planning for marketing agencies.
• 2:13-3:04 - The role of business model in tax planning for agencies.
• 3:05-4:29 - Understanding the tax code and the importance of tax planning.
• 4:30-5:45 - The importance of proactive tax planning and thinking year-round.
• 5:46-6:50 - The importance of tax efficiency and its impact on building wealth.
• 6:51-7:30 - Thoughtful decisions and tax efficiency for agency owners.
• 7:31-8:31 - The tension between making business tax efficient and the reality of business costs.
• 8:32-9:45 -The impact of entities and location on tax planning.
• 9:46-10:53 - Retirement planning as a key tax strategy for agency owners.
• 10:54-12:18 -The value of documentation and proper planning for tax efficiency.
• 12:19-14:00 - Strategies for maximizing tax benefits and expenses within the boundaries of the law.

Show Notes

• 12 Biggest Tax Mistakes Book: https://craigcodyandcompany.com/ (form on homepage)
• 5 Simple Ways to Save Thousands on Taxes Course: https://craigcodyandcompany.thinkific.com/courses/5-tax-strategies
• LinkedIn: https://www.linkedin.com/in/craigcodycpa/
• LinkedIn Business: https://www.linkedin.com/company/craig-cody-and-company/
• Facebook: https://www.facebook.com/CraigCodyandCompany
• Website: https://craigcodyandcompany.com/
• Agency Research Report: https://craigcodyandcompany.com/agency-tax-research/
• Re-launching The Progressive Agency Podcast: https://craigcodyandcompany.com/agency-podcast/ - Date TBD
• Email:  craig@ccodycpa.com

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