In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs.
From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally.
If you're an independent insurance agent, captive agent, Medicare broker, or small business owner who’s tired of overpaying in taxes, this episode is a must-listen.
🔔 Subscribe for more insights on growing your insurance business using digital strategies and smart financial planning.
📌 Topics Covered:
- Tax Planning vs. Tax Preparation
- Most-missed tax deductions for small businesses
- Entity selection (LLC vs S Corp)
- How to legally hire your kids
- Using a board for business and tax benefits
- Real-world examples that save agents money
📎 Resources:
Visit Mike at: https://taxsavingspodcast.com
Learn more about his software: https://taxelm.com
#TaxPlanning #InsuranceAgentMarketing #MikeJesowshek #DigitalInsuranceAgent #TaxTips #SmallBusinessCPA #InsuranceMarketing #TaxStrategy #EntityStructure #HireYourKids #BusinessDeductions #CPAadvice #CarlWillis #AgentBrandingMarketing
Visit us online - agentbrandingandmarketing.com
Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing
Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com