Empowering Healthy Business

The episode touches on a useful range of small-business tax topics (Wayfair/nexus, BOI filings, pass-through entity elections, SALT cap changes) with some actionable specifics, but much of the content is standard tax-education material delivered at a beginner level, padded with repetition and filler asides. The signal-to-noise ratio is moderate at best.

“if you come to me in March and April of the following year and ask me to save money on taxes, there's not much I can do. Uh at that point, I'm really just more of a historian.”

“just recently we elected a pass-through entity election for a client, and we ended up saving them$29,000 in tax just by changing where you or how you pay the the state tax”

Nearly all advice here - year-round tax planning, track your mileage, maximize deductions, check your entity structure - is textbook CPA guidance recycled across countless small-business finance podcasts. The 'historian vs. tax planner' line is a mildly fresh metaphor but the underlying ideas are not contrarian or first-principles.

“we take more of like a 15-month approach”

“tax planning is a year-round sport, and it's something that you should be having conversations with, especially if you're a profitable company”

Greg is a working CPA and Certified Tax Coach with real client examples and current awareness of BOI deadlines and legislative proposals, which puts him above a generic thought-leader. However, he does not demonstrate practice at notable scale, and the episode functions partly as a business-development pitch for his and the host's firm.

“just recently we elected a pass-through entity election for a client, and we ended up saving them$29,000 in tax”

“you know, where the the certified tax coach designation really comes into um play”

The episode earns credit for actual dollar figures ($29k saved on PTE election, SALT moving $10k to $40k, child tax credit up to $2,000, meals 50% deductible, 2018 entertainment elimination) and a concrete home-office ratio example, giving practitioners real reference points. Weakened by speculative legislative commentary and some vague illustrative examples without sourcing.

“we elected a pass-through entity election for a client, and we ended up saving them$29,000 in tax just by changing where you or how you pay the the state tax”

“they want to increase that from $10,000 to$40,000”

The host asks useful definitional clarifying questions (SALT, bonus depreciation, home office) and makes one genuinely helpful historical correction about the old unreimbursed-expense rule, but never challenges the guest, probes for edge cases, or pushes back on speculative claims about future legislation. The interview reads as a friendly educational chat rather than a rigorous conversation.

“So what uh Greg, just to clarify one thing, because people my age or older, we we still remember there being like this official home office deduction with the IRS like 20 plus years ago”

“So remind us, what exactly does bonus depreciation mean?”