EP 039 - Strategic Business Expansion, Capital Gains & Exit Planning with Austin Peterson

The Mark Perlberg CPA Podcast

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Looking to grow your business and save on taxes? Austin Pearson, certified financial planner and Backbone Planning Partners' co-founder, can help. He's an expert in cost segregation, bonus appreciation, and more, using these tools to reduce tax and plan for the future.

Focusing on businesses earning $3-50 million annually, Austin shares ways to move income and growth from the corporation to the owner. He discusses profit-sharing in 401k plans, cash balance plans, and using trusts, especially charitable trusts and Delaware Statutory Trusts for 1031s.

We conclude with financial planning for small businesses. Austin details how Backbone Planning accelerates client growth with strategies like cost segregation and exit planning. The importance of consistent advice is emphasized, along with Backbone's alignment with its clients. For more insights, check the I Coos podcast by Backbone. Grow your business while managing taxes. For more on Austin and Backbone, visit: https://www.backboneplanning.com/

فصل ها

1. Business Growth and Tax Savings Strategies (00:00:00)

2. Estate Planning and Tax Strategies (00:09:48)

3. Tax Planning for Business Owners (00:17:20)

4. Collaboration and Expertise for Optimal Solutions (00:22:41)

5. Financial Planning and Virtual Reality (00:37:09)

6. Financial Planning for Small Business Owners (00:47:17)