Small business owners often have greater flexibility in shaping their tax outcomes, but that flexibility requires foresight and structure.

Common planning areas include:

• Reevaluating entity structure as the business grows or profitability changes
• Designing owner compensation strategies that balance salary and distribution
• Timing income, expenses, and capital investments to support cash flow and tax efficiency
• Planning ahead for succession, sale, or retirement

When tax planning is integrated into business operations, growth becomes more sustainable and predictable.