Business Owner Financial and Tax Saving Strategies podcast explains financial and tax savings strategies so you as a business owner keep more of your hard earned dollars. We explore everything from how to set up your company's 401k retirement savings plan, run your 401k plan efficiently, and how to maximize your 401k savings. Your controller and CPA are not experts in financial planning or tax strategy savings across your personal and business life. This podcast will help you with some often missed common savings opportunities and lessor known strategies that will help you save more money. All legal. Inspired by how much money Brandon realized he could have been saving as a small business owner over twenty years, This podcast is for all solopreneurs, entrepreneurs and small to medium sizes business owners so they don't leave money on the table.
Types of safe harbors and why you need one.
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In today's episode what happens after the safe harbor deadline.
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Learn about the pros and cons of a simple IRA.
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Learn how to build a 401k to retain employees.
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Learn what the 401k programs are for restaurant owners and their employees.
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Not all 401k plans are the same. Different professions and businesses require building specific 401k plans to assure maximum savings for the owners.
We go over the type of 401k plan design you want as attorney.
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How to switch from a Simple IRA to a 401k.
This is a SECURE 2.0 updated rule.
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In this episode we cover how to build a business with a highly paid sales team.
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In this episode we are going over the Secure 2.0 tax credits are still available.
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We review the 2024 401k Contribution Limits that has been updated since 2023.
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The 3 Roles of a 401k Plan
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What is Auto-Enrollment in a 401k Plan, and Why You Need It
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Year end incoming planning is VERY important when it comes to your 401k retirement plan for the existing tax year.
Get the key things you need to decide and cut off dates to do it.
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How exactly to set up your 401k retirement plan to double dip in your company's 401k plan for yourself as a business owner and entrepreneur.
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How to implement advanced profit sharing techniques for your company's 401k retirement savings plan that will allow you to save a lot of money tax free.
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The Mega Backdoor 401k strategy, exactly how to implement them in your company and save big money for retirement as a business owner and entrepreneur...tax free.
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Learn about Safe Harbor 401k retirement plans and how to implement them in your company to save money for retirement. You'll be surprised how much money you can save with this retirement savings strategy!
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A refund check from your 401k retirement plan means that money gets taxed and doesn't grow tax free. Matt explains how to fix that.
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Learn how to navigate the gray areas of control groups and ensure fairness to employees. Discover the three rules of control groups, including parent subsidy, fifty percent threshold, and family attribution.
The Controlled Groups 401k retirement plan code applies to business owners, real estate investors, venture capital firms and other businesses that often have multiple corporations or LLCs to separate assets.
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An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.
The official podcast of comedian Joe Rogan.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
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