Advanced Tax Planning

New Tax Credits In 2021

Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced tax planning. They run to the tax code to look at what’s available, especially for business owners. (Note: If you are not a business owner, you know business owners. Our communities have been hit hard this year, many businesses are struggling and that means fewer jobs. Let’s help our communities by helping business owners. Please share this with any business owner you know!) In doing this,  you found some really cool benefits available now. In the CARES Act, there is a section that applies to having employees, and so that’s what you’re going to share with us today about the tax credit, right?

What Is A PEO?

We’re going to be talking today with Mike Kollath. He is a CPA and entrepreneur, and if I have to put it this way, in business just in general. We’re going to be talking about PEOs and how that they can benefit business owners. So why don’t you just tell me a little bit about what a PEO is and who can benefit from it?

Get A Grip On Your Business: Intro To EOS

We just got off of our collaborative huddle call yesterday, which is a group of advisors and professionals with a goal to always continue to learn, which is the mark of a true professional, right? Someone who continues to learn after they know it all. The topic yesterday was something that I think is going to hit all business owners because oftentimes we get so busy working in our business that we’re not enjoying it the way we once did. Sometimes it almost feels like you hit a ceiling and you just can’t get past the growth. Our discussion yesterday was all about that. It’s on the EOS, the entrepreneurial operating system, and the book called Traction and how it helps business owners. So we have Jim on with us today. He’s an EOS implementer and we just want to talk about this. So Jim, why don’t you tell me a little bit about EOS and what that’s all about.

Tax Incentives

We’ve been talking a lot about taxes the past few weeks and how it affects individuals, business owners.  I wanted to bring on another specialist today, Clark Stover. Clark is going to talk a little bit about some specialized tax incentives for businesses.

Advanced Tax Planning

Taxes are becoming a hot topic. It’s always this time of year with a lot of the extension deadlines and corporate deadlines too. Then this year is on top of the election talking about taxes continually so I wanted to bring on and talk to our tax planning team here. Todd and Dustin from CPS.