video1.0<iframe src="https://www.loom.com/embed/d7f458eed9a545319eb8a3c823945945" frameborder="0" width="1286" height="964" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9641286Loomhttps://www.loom.com9641286https://cdn.loom.com/sessions/thumbnails/d7f458eed9a545319eb8a3c823945945-3e10ea0f16603837.gif630.186This Loom explains what strategic tax planning for business owners actually looks like and who it is best for. It is aimed at operators and owners managing businesses with at least $1 million in revenue or $500k in profit, especially if they expect to sell or transition within five years. The speaker contrasts proactive planning with most CPAs who focus on historical filing, citing cases of avoidable overpayment sometimes up to six or seven figures on exit scenarios. Their four-part process covers strategic transaction design, setting the right entity and org chart, flow of funds analysis to minimize capital tax leakage, and then operational tax planning using options like QSBS, depreciation, QBI, cash balance plans, and R&D credits.