In this episode of The Kelly Roach Show, Kelly dives into year-end tax strategies for business owners with expert insights from tax advisor John Briggs. As the year draws to a close, proactive tax planning becomes essential for entrepreneurs looking to minimize tax burdens and enhance financial benefits. Briggs shares actionable, easy-to-implement tips, covering often-overlooked areas such as reviewing business entity choices, optimizing deductions, and accurately calculating estimated tax payments. This episode highlights the importance of reassessing business structures—whether LLC, S Corporation, or C Corporation—to align more strategically with financial goals. With practical advice on identifying deductible expenses and setting up a tax payment plan to avoid penalties, this discussion equips business owners with the tools to confidently manage year-end tax planning.

Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/

Check out the Year-End Planning Guide from John Briggs - https://incitetax.com/yekr

Get a copy of John's Book: https://33rulebook.com 

Connect with John's team: https://incitetax.com/contact/

Also in this episode:

• Implementing a tax payment plan that includes setting aside a percentage of income regularly can prevent unexpected tax bills and penalties.

• Utilize available resources, like comprehensive tax guides, to stay informed on current tax laws and strategic actions.

• Continuously educate yourself on tax strategies and consult with experts to ensure your approach is aligned with both current laws and personal business goals.

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