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The Digital Insurance Agent
The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age.
Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market.
Whether you're a seasoned pro or just starting out, this show is the ultimate guide to help you modernize your insurance agency and thrive in the digital world.
The Digital Insurance Agent
Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent
In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs.
From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally.
If you're an independent insurance agent, captive agent, Medicare broker, or small business owner who’s tired of overpaying in taxes, this episode is a must-listen.
🔔 Subscribe for more insights on growing your insurance business using digital strategies and smart financial planning.
📌 Topics Covered:
- Tax Planning vs. Tax Preparation
- Most-missed tax deductions for small businesses
- Entity selection (LLC vs S Corp)
- How to legally hire your kids
- Using a board for business and tax benefits
- Real-world examples that save agents money
📎 Resources:
Visit Mike at: https://taxsavingspodcast.com
Learn more about his software: https://taxelm.com
#TaxPlanning #InsuranceAgentMarketing #MikeJesowshek #DigitalInsuranceAgent #TaxTips #SmallBusinessCPA #InsuranceMarketing #TaxStrategy #EntityStructure #HireYourKids #BusinessDeductions #CPAadvice #CarlWillis #AgentBrandingMarketing
Visit us online - agentbrandingandmarketing.com
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Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw