Tax planning for business owners shouldn’t begin when tax season arrives. Jim Lineweaver, CFP®, AIF®, and Josh Wenhold of LFG Tax discuss a simple monthly and quarterly tax checklist that can help business owners stay organized, understand potential tax obligations, and plan ahead. Learn what business owners should review throughout the year, including income and expenses, financial records, tax reserves, payroll tax deposits, projected annual profit, and estimated tax payments.
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