About this episode

Dr. Shanda Gore interviews financial advisor Jason Harris about proactive tax planning for small business owners.

Tax season doesn’t have to mean stress and surprises. Host Dr. Shanda Gore sits down with financial advisor Jason Harris* as he breaks down what proactive tax planning looks like, how small business owners can avoid common mistakes, and how to be “audit-ready.” This episode sponsored by J. Foster Jewelers and State Farm Insurance Agent Brian Davis *Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. CA License #4293655

People in this episode

Host: Dr. Shanda Gore

Guest: Jason Harris

Topics covered

• tax planning
• small business
• financial advice
• audit readiness
• common mistakes

Sponsors

J. Foster Jewelers, State Farm Insurance Agent Brian Davis

Mentioned in this episode

Organizations: Equitable, Equitable Financial Life Insurance Company, Equitable Financial Life Insurance Company of America, Equitable Distributors, LLC, Equitable Advisors

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