Key Takeaways: Identifying your business’s specific tax needs is the foundation of effective tax planning. Define short- and long-term tax goals that align with your
Key Takeaways: Strategic tax planning optimizes profits and ensures compliance. Minimizing tax liabilities enhances financial stability. Corporate tax rates impact investment decisions. Choosing the right
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.
