Where should small business owners start when it comes to tax savings? The lowest-hanging fruit isn’t another deduction—it’s finding the right advisor.
Here’s why:
• Too many accountants just report taxes—they don’t plan ahead.
• Real savings happen with planning, not after the fact.
• The strategy I use is called the Trifecta:
1. Operations (your business income)
2. Assets (investments and rentals)
3. Your Trust/1040 (the foundation that ties it all together)
When you see your whole picture, you finally know the direction to build wealth the smart way.
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