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Tax Planning Gems
This video series explores proactive tax strategies that can make a meaningful difference when structured correctly. Andrew Jordan, CPA, shares practical insights on underutilized planning opportunities—from retirement and depreciation strategies to entity optimization—to help business owners build smarter, long-term tax plans.
Tax Planning Gems: Powerful Strategies Most Business Owners Overlook (Series Introduction)
Tax Planning Gems: Powerful Strategies Most Business Owners Overlook (Series Introduction)
Retirement Tax Strategies for Business Owners | IRAs, 401(k)s, and Defined Benefit Plans
Bonus Depreciation vs. Section 179: How to Use Depreciation Strategically to Lower Taxes
S Corporation Tax Savings: How Reasonable Compensation Really Works
Advanced Tax Strategies: Medical Reimbursement Plans, Puerto Rico Incentives & Captive Insurance
Explore Proactive Tax Planning
The strategies discussed in this series are part of the proactive, advisory-level planning Jordan CPA Services provides to clients. These tools are not one-size-fits-all and require careful analysis, documentation, and long-term strategy.
If you’re an existing client and would like to explore how these strategies apply to your situation, bring them to your next advisory meeting. If you’re not currently in an advisory relationship and want to learn how proactive tax planning could help your business, we’d love to start that conversation.