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We’re halfway through the year, now’s the best time to check if you’re on track to pay less tax and avoid surprises. Mike explains why mid-year is the perfect time to review your entity setup, learn and apply tax strategies, check your income and tax bracket, shift spending from after-tax to pre-tax, plan for retirement, and catch up on bookkeeping. Don’t wait until December; take action now and save big.
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Chapters:
(00:00) Why Mid-Year Planning Matters
Why planning now beats waiting until year-end. Avoid surprises and stay ahead.
(01:01) Review Your Entity Structure
Check if your LLC or S Corp is still right. Organize businesses and rentals smartly.
(04:50) Learn and Implement Tax Strategies
Tax breaks exist for a reason — learn, apply, and do it right to actually save.
(07:53) Check Your Income and Tax Bracket
Know where you stand. Spot bracket changes and plan moves like Roth conversions.
(10:13) Maximize Deductions: Pre-Tax vs After-Tax
Shift expenses (travel, meals, kids’ pay) from after-tax to pre-tax. Keep more money.
(18:03) Retirement, Investments & Advanced Strategies
Plan retirement accounts, strategic investments, and advanced moves like rentals, oil & gas.
(25:06) Catch Up Bookkeeping & Next Steps
Get your books in order now. Take action before it’s too late to benefit.
Podcast Host:
Mike Jesowshek, CPA – Founder and Host of Small Business Tax Savings Podcast
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🎙 ABOUT THE PODCAST
The Small Business Tax Savings Podcast is your go-to resource for cutting-edge tax strategies to help entrepreneurs legally slash their tax bills. Hosted by Mike Jesowshek, CPA, this show breaks down complex tax topics into clear, no-fluff insights so you can keep more of your hard-earned money.