55 What Your CPA Should Be Telling You (But Maybe Isn’t) — with Greg Reed

February 17
25 mins

Episode Description

Most business owners think tax season is about filing returns.
In reality, the biggest tax opportunities happen the other nine months of the year.

In this episode of the Empowering Healthy Business Podcast, Cal Wilder talks with Greg Reed about what your CPA should be telling you—especially if you want fewer surprises and better decisions year-round.

They discuss the difference between tax prep and tax planning, why not all tax savings are equal, how multi-year strategy works, and when paying more tax can actually support growth.

In this episode:

  • Why filing early doesn’t mean you’re planning well
  • The difference between deductions, credits, and deferrals
  • Why income smoothing matters
  • When higher taxable income helps with funding
  • Why entity structure and owner pay need regular review
  • The truth about extensions and safe harbor estimates
  • Why tax planning must be proactive

If you’re only meeting your CPA once a year, this episode may change how you think about taxes.

Send a text

Thanks for listening!

Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/


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