Episode 82: How Business Owners Can Reduce Taxes and Build Smarter Plans

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss tax planning strategies designed specifically for business owners and entrepreneurs. After another year end filled with frustration around tax bills, Paul and Jordan walk through practical and proactive ways businesses can improve tax efficiency, simplify structure, and create better long term outcomes.

They explore how proper entity structure lays the foundation for every strategy, along with tools such as the Qualified Business Income deduction, paying family members for legitimate work, bonus depreciation, cost segregation, research and development credits, and strategic gifting. The conversation also covers buy sell planning, exit strategies, and the importance of coordinating with tax and estate professionals. This episode provides a clear roadmap for business owners looking to reduce unnecessary complexity, retain more earnings, and plan confidently for the future.

In this episode:
● Why business structure is the foundation of effective tax planning
● Common entity mistakes that create unnecessary complexity
● Key deductions and credits business owners often overlook
● How bonus depreciation and cost segregation can reduce taxable income
● Strategies for paying family members and shifting income responsibly
● Buy sell agreements and exit planning considerations
● Coordinating tax, estate, and financial planning for better outcomes

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

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