))
Legal Tax Avoidance
Manage episode 418593852 series 3553496
Content provided by Paper Trails. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paper Trails or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we sit down with Josh Holt from Steward Partners to break down essential tax strategies and investment advice for small business owners. We'll talk through complex tax laws and discuss the value of professional advice in protecting and growing your assets.
Moreover, we delve into broader investment and financial planning, highlighting options like cash balance plans and Employee Stock Ownership Plans (ESOPs). We also cover recent updates in tax legislation that could impact your business. Join us to gain insights into securing your business's financial health.
Chapters
1. Legal Tax Avoidance for Small Businesses (00:00:00)
2. Tax Strategies for Real Estate Owners (00:07:10)
3. Business Investments and Retirement Planning (00:16:08)
4. Tax Strategies for Small Business Owners (00:22:53)
5. Tax Implications of Municipal Securities (00:31:59)
18 episodes
Share
