Key Takeaways: Smart tax planning can increase profit margins by up to 15%. Income deferral techniques lower current tax bills by deferring earnings to a
Key Takeaways: Importance of Tax Planning: Establish a year-round recordkeeping routine and utilize digital tools for accuracy. Maximizing Deductions: Identify all eligible deductions and maintain
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
