Small Business Tax Savings Podcast

Mike Jesowshek, CPA
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Apr 27, 2022 • 11min

How Are My Assets Taxed When I Die?

Send us a textOn this episode Mike Jesowshek, CPA talks about estate tax and what you need to know.1) What Is Inheritance Tax and Estate Tax?2) When Does Estate Tax Matter?3) If I Gift Assets or Money, Is That Taxed?4) How Do I Minimize Estate Taxes?5) Estate Taxes SummaryLINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/how-are-my-assets-taxed-when-i-dieSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/how-are-my-assets-taxed-when-i-dieJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Apr 20, 2022 • 30min

What Is A Revocable Living Trust? Why Is It Important for Business Owners?

Send us a textOn this episode Mike Jesowshek, CPA talks Andrew M Ayers in a part 3 of our estate planning mini series about a revocable living trust.1) Types of Trusts2) When Should I Create A Trust?3) Do I Still Need a Will?4) What Are The Main Components of a Trust? Some Terminology5) Mistakes to AvoidLINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-a-revocable-living-trust-why-is-it-important-for-business-ownersSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-a-revocable-living-trust-why-is-it-important-for-business-ownersJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Apr 13, 2022 • 29min

What Is a Power of Attorney? What Healthcare Documents Do I Need In Estate Planning?

Send us a textOn this episode Mike Jesowshek, CPA talks Andrew M Ayers in a part 2 of our estate planning mini series about the power of attorney document.1) Financial Power of Attorney2) Signing Your POA3) Where Do You Get One?4) What Do You Do With It When It's Signed?5) Healthcare Power of Attorney6) What's in a Healthcare Power of Attorney?7) Signing Your Healthcare Power of Attorney8) HIPAA Authorizations9) Mistakes to AvoidLINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-a-power-of-attorney-what-healthcare-documents-do-i-need-in-estate-planningSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-a-power-of-attorney-what-healthcare-documents-do-i-need-in-estate-planningJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Apr 6, 2022 • 38min

What Is a Last Will and Testament? Why Is It Important For Business Owners?

Send us a textOn this episode Mike Jesowshek, CPA talks to Andrew M Ayers and kick off our estate planning mini series about the wills.1) Do I Need a Will?2) Do I Want to Avoid Probate Court?3) Probate v. Non-Probate Assets4) What's in Your Will?5) Signing Your Will6) How Often Should You Update Your Will?LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-a-last-will-and-testament-why-is-it-important-for-business-ownersSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-a-last-will-and-testament-why-is-it-important-for-business-ownersJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Mar 30, 2022 • 13min

How Should I Structure Multiple Businesses?

Send us a textOn this episode Mike Jesowshek, CPA talks about entity structure setups when you have multiple businesses.1) What Options Are Available To Structure Multiple Businesses?2) How Does a Management Company With DBAs Work?3) How Does a Management Company With Subsidiary LLCs Work?4) How Does Multiple Business in Separate Entities Owned Individually Work?5) How Should I Structure Multiple Businesses?6) How Should I Structure My Business With Multiple Owners?LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/how-should-i-structure-multiple-businessesSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/how-should-i-structure-multiple-businessesJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Mar 23, 2022 • 14min

When Should I (or Should I Not) Become An S Corp?

Send us a textOn this episode Mike Jesowshek, CPA talks about when an S Corp may or may not make sense.1) What Are The S Corp Requirements?2) When Should I NOT Be An S Corporation?3) When Should I Be An S Corporation?LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/when-should-i-or-should-i-not-become-an-s-corpSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/when-should-i-or-should-i-not-become-an-s-corpJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Mar 16, 2022 • 15min

What Is An S Corp?

Send us a textOn this episode Mike Jesowshek, CPA talks about S Corps.1) What Is An S Corporation?2) Why Would Someone Want To Be An S Corporation?3) How Is An S Corp Taxed?4) What Is The Difference In Taxes Between A Sole Proprietorship and S Corp?5) Is There Any Disadvantages To An S Corp?6) Can You Give a Quick Summary of S Corporations?LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-an-s-corpSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-an-s-corpJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/mjesowshek-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Mar 9, 2022 • 13min

Where's My Refund? What Is a Tax Refund?

Send us a textOn this episode Mike Jesowshek, CPA talks about tax refunds.1) Where's My Tax Refund?2) What Is a Tax Refund?3) Tax Refund SummaryLINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/where-s-my-refund-what-is-a-tax-refundSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/where-s-my-refund-what-is-a-tax-refundJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/mjesowshek-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Mar 2, 2022 • 10min

Is Filing an Extension a Bad Thing? What Do I Need To Know About Tax Extensions?

Send us a textOn this episode Mike Jesowshek, CPA talks about tax extensions.1) Is Filing an Extension a Bad Thing?2) What Are The Extension Deadlines For Tax Year 2021 And What Form Do I Use?3) What Happens If I Do Not File An Extension?4) Important Items / RecapLINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/is-filing-an-extension-a-bad-thing-what-do-i-need-to-know-about-tax-extensionsSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/is-filing-an-extension-a-bad-thing-what-do-i-need-to-know-about-tax-extensionsJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/mjesowshek-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
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Feb 23, 2022 • 17min

What Is a Roth IRA and Why Is It So Powerful?

Send us a textOn this episode Mike Jesowshek, CPA talks about the Roth IRA and why it can be so powerful.1) What Is a Traditional IRA?2) What Is a Roth IRA?3) Why Are Roth IRAs So Powerful?4) What Happens If I Phase Out of a Roth IRA?5) What Else Should I Know About Roth's?LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-a-roth-ira-and-why-is-it-so-powerfulSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-a-roth-ira-and-why-is-it-so-powerfulJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/mjesowshek-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com

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