What’s in the Tax Strategies Checklist for Business Owners?

Get the Tax Strategies Checklist as a starting point to help identify key areas to potentially maximize your savings and minimize your liabilities as a business owner.

We help business owners navigate the complex world of tax planning through strategic advice and coordination with your CPA.

When it comes to tax planning, it can be challenging to navigate the numerous strategies and regulations and to make sure you’re not missing anything.

Fill out the form to download the PDF.


This comprehensive PDF streamlines the items you should consider, categorized into 2 phases:

Phase 1: Foundational Tax Planning Items

  • Compensation Review and Design
  • Qualified Plan Review and Funding
  • Overall Savings Strategy Review
  • Mega Backdoor ROTH Conversion
  • Reviewing Your Benefits Package
  • Health Savings Accounts (HSAs)
  • Tax-Loss Harvesting
  • Charitable Contributions

Phase 2: Next Level Tax Planning Strategies

  • IRS Section 280A (The Augusta Rule)
  • Cost Segregation
  • R&D Tax Credits
  • Section 179 Accelerated Depreciation
  • Qualified Opportunity Zones

How will it help me?

It’s not just about taxes. It’s about covering all your bases to potentially optimize your compensation planning through the lens of an optimal tax strategy.

We developed this checklist after decades of work helping business owners with their financial planning and tax needs. We hope the Tax Strategies Checklist will help you:

  • Establish a strong foundation for your tax planning
  • Become even more confident about your tax strategies
  • Check a few more to-dos off of your list, without added stress

If you would like advice on where to go from here, we’d love to talk with you.