Savvy or Surrender - Your Guide to Profit, Cash Flow, and Tax Savings

7 Essential Year-End Tax Moves for Business Owners: Episode 15

Steven Young Season 1 Episode 15

Title: 7 Essential Year-End Tax Moves for Business Owners: Episode 15

❗Don’t forget to download the episode — that way you never miss the game-changing cash flow tips that keep your business running strong. 

Summary:
In this episode of the Savvy or Surrender Podcast, host Steven Young breaks down seven actionable, IRS-approved tax strategies every business owner should consider before the year ends. From accelerating legitimate expenses to leveraging retirement contributions and understanding the latest on state and local tax deductions, Steven provides practical advice to help you maximize deductions, minimize tax liability, and set your business up for financial success in the coming year. Bonus tips on charitable giving and avoiding common tax planning mistakes are also included.

Timestamps:

  • 00:00 – Introduction: Year-end tax scramble & episode overview
  • 00:28 – Host intro & subscribe reminder
  • 00:49 – No-fluff approach & who this episode is for
  • 01:39 – Move #1: Accelerate legitimate expenses
  • 03:19 – Move #2: Equipment and vehicle purchases
  • 04:31 – Section 179 & bonus depreciation explained
  • 04:51 – Move #3: Retirement contributions (Solo 401k, HSA, SEP IRA)
  • 08:09 – HSA changes & maximizing health savings
  • 09:54 – Self-directed plans & tax-free crypto trading
  • 09:49 – Move #4: Pay yourself & timing for S-Corp owners
  • 10:07 – Determining reasonable salary
  • 11:05 – Payroll, bonuses, and year-end deadlines
  • 11:45 – Move #5: Accountable plan setup for reimbursements
  • 13:12 – How to document and implement an accountable plan
  • 15:21 – Real-world example: Contractor savings
  • 16:40 – Importance of formalizing the plan & business documentation
  • 17:52 – Move #6: Harvest losses & clean up your books
  • 18:33 – Writing off bad debt, obsolete inventory, and accurate bookkeeping
  • 19:34 – Move #7: State and local tax (SALT) strategies & pass-through entity tax
  • 22:31 – Example scenario: S-Corp, state tax, and federal savings
  • 25:01 – Bonus moves: Charitable giving & Idaho Youth Ranch credit
  • 26:33 – Biggest year-end mistake: Waiting to plan
  • 27:00 – Call to action: Schedule a discovery call & subscribe

Keywords:
year-end tax planning, business tax deductions, IRS strategies, Section 179, bonus depreciation, Solo 401k, HSA, SEP IRA, accountable plan, S-Corp, payroll, pass-through entity tax, SALT deduction, bookkeeping, charitable giving, tax credits, small business, financial planning, Steven Young, Savvy or Surrender Podcast

SEO Description:
Discover 7 must-do year-end tax strategies for business owners with Steven Young on the Savvy or Surrender Podcast. Learn how to maximize deductions, leverage retirement accounts, set up accountable plans, and take advantage of new IRS rules before December 31st. Perfect for entrepreneurs, S-Corp owners, and anyone looking to save on taxes and grow their business wealth.

Hashtags:

TaxPlanning #SmallBusiness #YearEndTax #BusinessOwner #TaxDeductions #SoleProprietor #SCorp #RetirementPlanning #Bookkeeping #FinancialSuccess #SavvyOrSurrender #StevenYoung #Podcast #Entrepreneur #TaxTips

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