Visit pamjordan.com to schedule a call with our team.
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In this episode of Pivot to Profit, Pam Jordan and tax expert Alexis Sydney dive deep into the Accountable Plan-a powerful but often overlooked IRS-approved strategy that lets business owners get reimbursed for certain personal expenses, tax-free. Learn what an accountable plan is, who qualifies, and how to set it up correctly. Pam and Alexis break down which expenses can be reimbursed (from home office costs to wellness programs), why proper documentation is crucial, and how this strategy can put thousands of tax-free dollars back into your pocket each year. Hear real-life examples of clients who saved big, discover common mistakes to avoid, and get actionable tips for maximizing this tax-saving opportunity.
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💡 Meet the Experts:
Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.
Alexis Sydney is a Certified Tax Strategist and Managing Partner of Pivot Tax Strategy, helping business owners save millions annually through actionable strategies.
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Recommended Videos:
If you liked this episode, you'll love these videos:
– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://www.youtube.com/watch?v=Y1mvyHCnFWY
– How To Hire Your Kids To Immediately Reduce Your Taxes! (Step by Step): https://www.youtube.com/watch?v=6nKN_AD21kQ
– $15000 IRS Loophole for Parents (Legal But Nobody Does It): https://www.youtube.com/watch?v=iardyOuyxxo
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Want More Financial Clarity?
YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1
LinkedIn: https://www.linkedin.com/in/pamjordan
Instagram: https://www.instagram.com/pamjordancfo/
Facebook: https://www.facebook.com/PamjordanCFO/
Want to know if an accountable plan is right for your business, or have questions about implementing it? Let me know what you’d like to explore next!
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