Episode Description
In this episode, Catrina Craft shares overlooked tax strategies that entrepreneurs often miss, including entity stacking, income shifting, and leveraging family offices to build long-term wealth. Discover how to maximize your tax benefits and grow your business effectively.
Welcome back to the show, Catrina! Head to the bottom of the episode description to stay current in on tax savings and tips.
As You Listen
00:00 Introduction and Series Overview
01:11 The Difference Between a CPA and a Tax Strategist
02:18 Stop the Simple Strategies: Beyond Basic S-Corp Filing
04:13 Entity Stacking: Using C-Corp and S-Corp for Tax Flexibility
05:12 Income Shifting: Family Members and Business Support
07:06 Stop Chasing Revenue: Invest in Wealth-Building Assets
08:57 Investing in Film Production for Tax Deductions
10:15 Using Real Estate and Oil & Gas for Tax Savings
11:29 Recap of Entity Strategies and Their Benefits
13:40 The Power of Family Management Offices
16:30 Personal Story: Overcoming Financial Challenges
18:27 Working with the Right People and Building Wealth
19:34 Teaser for Next Episode and Final Thoughts
20:09 Where to Find Katrina Kraft Online
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- "Most CPAs are not doing that.”
- "Family offices help grow long-term wealth.”
- "Don’t put all your eggs in one basket."
Takeaways:
-Most CPAs focus on compliance, not strategy
-Entity stacking can delay income and reduce taxes
-Income shifting to family members lowers overall tax
-Family offices can be used for business expenses and deductions
-Investing in real estate and film offers significant tax benefits
Prepping you for Tax Season with Top 1% Tax Strategist Catrina Craft:
Episode 1 - Unlocking Tax Strategies for Entrepreneurs (January 26, 2026)
Episode 2 - Unlocking Home Deductions (February 9, 2026)
🚀 DOWNLOAD YOUR FREE PODCAST LAUNCH CHECKLIST HERE TO LAUNCH A SUCCESSFUL PODCAST or visit https://comingalivepodcastproduction.com.
Music Credits: Copyright Free Music from Adventure by MusicbyAden.