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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice - Podcast

SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice

Confused about small business taxes? Not sure if you’re doing it right—or if you’re missing out on legal tax deductions and savings? You’re not alone.

This podcast delivers real CPA advice for small business owners who want practical tax strategies, smarter money decisions, and confidence with business finances. Whether you’re worried about the IRS, unsure how to handle tax planning, or need help understanding your numbers—this show is your guide.

I’m Tiffany Phillips—CPA, tax advisor, and small business finance expert with 20+ years of experience helping entrepreneurs save thousands in taxes every year. I make accounting and finance simple, and I specialize in helping women entrepreneurs and husband-wife business owners stop overpaying and start building real wealth.

Each episode breaks down business tax tips, tax savings strategies, and financial systems that actually work. If you’re ready to understand your tax strategy, feel confident in your financial decisions, and finally take control of your business finances—you’re in the right place.

Next Steps:

☎️ Discover How Much You’re Overpaying the IRS:  https://phillipsbusinessgroup.com/

📧 Contact Me --> [email protected]

Business Business:Entrepreneurship Entrepreneurship Management
Update frequency
every 2 days
Average duration
18 minutes
Episodes
273
Years Active
2022 - 2025
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192 \\ How to Scale and Sell Your Business: Exit Lessons with Eric Malka

192 \\ How to Scale and Sell Your Business: Exit Lessons with Eric Malka

What does it really take to build, scale, and sell a business for millions? In this episode, Tiffany talks with Eric Malka, co-founder of The Art of Shaving, about his journey from starting with noth…

00:32:37  |   Mon 03 Mar 2025
191 \\ Deferred Sales Trust: The Tax Strategy That Can Save You Millions

191 \\ Deferred Sales Trust: The Tax Strategy That Can Save You Millions

If you’re selling a business, investment property, or stock with major capital gains, this episode is for you. Tiffany reveals a powerful tax strategy—the Deferred Sales Trust—that can significantly …

00:24:40  |   Fri 28 Feb 2025
190 \\ How to Get the Best Business Loan and Grants with Elizabeth Gore

190 \\ How to Get the Best Business Loan and Grants with Elizabeth Gore

Getting a business loan today feels impossible with high interest rates—but there are smart ways to do it. In this episode, Tiffany talks with Elizabeth Gore, co-founder and president of Hello Alice,…

00:36:09  |   Wed 26 Feb 2025
189 \\ How Letting Go Saved My Business: Lessons from Burnout and My Dad’s Work Habits

189 \\ How Letting Go Saved My Business: Lessons from Burnout and My Dad’s Work Habits

Growing up, I watched my dad run his construction business alone—doing everything himself. It taught me how burnout happens when you try to control everything. In this episode, I share how his exampl…

00:22:06  |   Mon 24 Feb 2025
188 \\ Tax Fraud Risks Every Business Owner Must Know with Kevin Knull

188 \\ Tax Fraud Risks Every Business Owner Must Know with Kevin Knull

In this episode, Tiffany talks with Kevin Knull, CFP and President of Tax Status, about a growing financial threat that many small business owners overlook: tax-related identity theft. Kevin explains…

00:19:29  |   Fri 21 Feb 2025
187 \\ Wealthy Roth IRA Strategy: Tax-Free Retirement with Indexed Universal Life

187 \\ Wealthy Roth IRA Strategy: Tax-Free Retirement with Indexed Universal Life

If you’ve ever been told you make too much to contribute to a Roth IRA, this episode is for you. Tiffany explains a powerful advanced strategy known as the “Wealthy Roth IRA,” using indexed universal…

00:23:28  |   Wed 19 Feb 2025
186 \\ Trump’s 2025 Tax Plan: 5 Big Changes Business Owners Must Know

186 \\ Trump’s 2025 Tax Plan: 5 Big Changes Business Owners Must Know

In this episode, Tiffany breaks down five key tax changes coming under Trump’s new tax agenda and what they mean for business owners. From eliminating taxes on tips, overtime, and Social Security ben…

00:20:52  |   Mon 17 Feb 2025
185 \\ Cash Balance Plans: The Tax Strategy High-Income Business Owners Overlook

185 \\ Cash Balance Plans: The Tax Strategy High-Income Business Owners Overlook

In this episode, Tiffany reveals one of the most underutilized tax strategies for high-income earners: the cash balance plan. If you own a profitable business and feel limited by IRAs, 401(k)s, or SE…

00:22:29  |   Fri 14 Feb 2025
184 \\ The $2,500 Tax Election That Can Save You Money and Prevent an IRS Audit

184 \\ The $2,500 Tax Election That Can Save You Money and Prevent an IRS Audit

In this episode, Tiffany uncovers one of the most overlooked tax elections that can protect your business from costly mistakes and IRS audits. If you own a business and purchase equipment, computers,…

00:13:29  |   Wed 12 Feb 2025
183 \\ 7 Wealth Villains to Avoid: Greg Luken on Building and Keeping Generational Wealth

183 \\ 7 Wealth Villains to Avoid: Greg Luken on Building and Keeping Generational Wealth

In this episode, Tiffany sits down with Greg Luken, financial advisor and author of Unleash Your Financial Superpowers, to explore what separates people who build lasting wealth from those who lose i…

00:32:25  |   Mon 10 Feb 2025
182 \\ 5 Financial Mistakes Business Owners Must Avoid in 2025

182 \\ 5 Financial Mistakes Business Owners Must Avoid in 2025

In this episode, Tiffany lays out the five biggest financial mistakes that can derail your 2025—and exactly how to fix them before they do damage. She covers why closing out your 2024 books and doing…

00:28:07  |   Fri 07 Feb 2025
181 \\ How to Build Your 2025 Business Battle Plan (Step-by-Step)

181 \\ How to Build Your 2025 Business Battle Plan (Step-by-Step)

In this episode, Tiffany shares the exact method she used to create her 2025 “battle plan” and finally gain clarity and focus for her business goals. After years of avoiding structured goal setting o…

00:16:24  |   Wed 05 Feb 2025
180 \\ From VP to CEO: Money Secrets & Small Business Finance Tips with Dr. Annie Cole

180 \\ From VP to CEO: Money Secrets & Small Business Finance Tips with Dr. Annie Cole

In this episode, Dr. Annie Cole shares her journey from startup VP to successful entrepreneur and founder of Money Essentials for Women. Annie talks about how she built her business in just seven mon…

00:34:55  |   Mon 03 Feb 2025
179 \\ 99.5% of Tax Laws Benefit You: Tax Strategies CPAs Don’t Share

179 \\ 99.5% of Tax Laws Benefit You: Tax Strategies CPAs Don’t Share

In this episode, we uncover the truth about U.S. tax laws and how 99.5% of them are designed to help you reduce taxes—not pay more. You’ll learn why most CPAs don’t talk about these strategies and ho…

00:20:36  |   Fri 31 Jan 2025
178 \\ IRS Audit Triggers: How Schedule C Puts You at Risk and How to Avoid It

178 \\ IRS Audit Triggers: How Schedule C Puts You at Risk and How to Avoid It

In this episode, we dive into the number one IRS audit trigger you’re probably overlooking and how to protect yourself. We explain why Schedule C filers are at the highest risk for IRS audits, what t…

00:20:09  |   Wed 29 Jan 2025
177 \\ Breaking Toxic Money Myths: Rewriting Your Money Mindset with Hanna Morrell

177 \\ Breaking Toxic Money Myths: Rewriting Your Money Mindset with Hanna Morrell

In this episode, holistic financial coach Hanna Morrell shares how toxic money myths and childhood programming shape the way we think about finances as adults. Hanna explains why shame, guilt, and pe…

00:38:13  |   Mon 27 Jan 2025
176 \\ The #1 Mistake Entrepreneurs Make: Why Starting Messy Beats Waiting for Perfect

176 \\ The #1 Mistake Entrepreneurs Make: Why Starting Messy Beats Waiting for Perfect

In this episode, Tiffany opens up about the biggest mistake entrepreneurs make—waiting for perfection instead of just starting. She shares personal lessons from building her podcast and business over…

00:17:45  |   Thu 23 Jan 2025
175 \\ Tax Evasion vs Tax Avoidance: Celebrity Scandals and Smart Tax Strategies

175 \\ Tax Evasion vs Tax Avoidance: Celebrity Scandals and Smart Tax Strategies

In this episode, we break down the difference between tax evasion and tax avoidance—and why it matters to your financial health. You’ll hear about some of the biggest celebrity tax scandals in U.S. h…

00:17:42  |   Mon 20 Jan 2025
174 \\ Delegation: The Key to Explosive Business Growth in 2025

174 \\ Delegation: The Key to Explosive Business Growth in 2025

If your 2025 goal is to grow your business beyond 2024, this episode is for you. Learn why delegation is the most overlooked growth strategy and how it can free up your time, energy, and focus to tak…

00:17:24  |   Thu 16 Jan 2025
173 \\ 5 Smart Tax Strategies to Legally Cut Your 2025 Taxes

173 \\ 5 Smart Tax Strategies to Legally Cut Your 2025 Taxes

Start 2025 with a clear tax strategy. In this episode, you’ll learn the five essential steps every business owner should take to legally reduce taxes and keep more of their hard-earned money. From ch…

00:15:54  |   Mon 13 Jan 2025
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