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Build a Better Agency Podcast

Scale and grow your agency with better clients, invested employees, and a stronger bottom line, with Drew McLellan of Agency Management Institute.
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Jul 26, 2021

Creating a solid tax strategy for your agency might not seem like the most exciting thing to think about but doing so has the potential to put a lot more money directly into your pocket. It can be daunting to try and understand all of the options available, especially when a lot of the COVID-related aid adds to the confusion, so having a solid tax advisor in your corner is more important than ever. But how can you make sure you’re getting the guidance you need if you don’t even know what questions to ask?

Craig Cody is a tax strategist and planner who has helped many AMI members better manage their money. His insights and guidance are hugely beneficial to any agency owner wanting to save money while also leveraging income and assets for personal and professional goals.

In this episode of Build a Better Agency, Craig and I discuss all things taxes. We look at COVID-related strategies that are still available. We explore surprising deductions to be found by better leveraging your home and how to get the most out of your relationship with your tax advisor, all with the goal of setting up you and your agency for the best possible financial success.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owner Tax Strategies

What You Will Learn in This Episode:

  • COVID-related tax strategies that are still available
  • Understanding The Augusta Rule
  • How putting in a home pool can be tax-deductible
  • Knowing the difference between a tax strategist and a tax preparer
  • What to expect tax advisor conversations to look like
  • The Defined Benefits Program
  • Common missed opportunities in tax preparation
  • Questions to ask a new tax advisor
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