Strategic Tax Planning: Roger Pearson on Maximizing Benefits and Building Strong Accountant Relations

Richard Walsh and Roger Pearson delve into the importance of choosing the right accountant or tax professional for business success. Roger shares his background and insights on utilizing IRS rules to save money and emphasizes building strong relationships with accountants. They discuss tax mitigation strategies, strategic vision for growth, and overcoming small business challenges. The episode offers practical steps for new business success and maximizing tax benefits, including multi-state tax planning and considerations for high-income businesses. Regular tax planning meetings are highlighted as key to maintaining financial health. The conversation concludes with Roger's contact information and closing remarks.

Speakers

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Roger Pearson

Guest • 41%

Richard Walsh

Host • 59%

Chapters

0:00	Choosing the right accountant or tax professional
0:26	Sponsor: Sharpen the Spear Coaching
0:53	Introduction to today's guest, Roger Pearson
1:26	Roger Pearson's business background
2:29	Using IRS rules to save money
4:06	Learning your business for better accounting
6:03	Building relationships with accountants
10:07	Tax mitigation strategies for businesses
15:09	Strategic vision for business growth
20:29	Overcoming small business challenges
24:00	Steps for new business success
26:47	Maximizing tax benefits
28:14	Working with tax professionals
33:31	Multi-state tax planning
35:56	Tax planning for high-income businesses
38:25	Regular tax planning meetings
39:08	Guest contact information
41:24	Closing remarks and sponsor message

Transcript

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