Jaime Staley is joined by partner and CFO, Katina Peters, to break down what's actually changing, who may benefit, and how to start planning before year-end instead of being surprised next April.

In this episode, we cover:

• How the 2025 tax brackets and standard deduction look under the new bill

• "No tax on tips" and "no tax on overtime" - who qualifies and what the limits are

• Updates to the child tax credit, senior deduction, SALT cap, and estate & gift tax exemption

• Key small business changes, including QBI, bonus depreciation, Section 179, and more

• What Trump child accounts are, how they work, and why starting early can matter

• Why proactive mid-year and year-end tax planning is still essential

If you're wondering how the Big Beautiful Bill might affect your 2025 tax return or your business, this conversation will give you a clear starting point and the right questions to take to your tax advisor.

This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Please consult your tax professional about your specific situation.

Is your tech stack helping your business grow, or holding it back?

In this episode of the Cultivating Business Growth Podcast, host Katina Peters, CPA & CGMA, talks with Brian Zielinski, President and Managing Director of ShapeConnect, about how a technology audit can uncover inefficiencies, streamline data flow, and set your business up for scalable success.

Brian shares real stories of companies that transformed operations and doubled revenue through the right software systems, and why even small and mid-sized businesses should regularly assess their technology.

• Practical examples of businesses that grew by upgrading or optimizing their systems

Connect with Brian Zielinski:
ShapeConnect.com
ShapeConnect on LinkedIn

Learn more about Willow Virtual CFO:
willowcfo.com

Choosing the right entity taxation is not just a startup decision, it's a lever that can create or erase six figures as your business grows. In this episode, Jaime and Katina discuss the difference between an S Corp and a C Corp, how LLCs fit into the picture, and why entity choice should be reviewed over time, not just once when you file paperwork.

Katina explains the tax implications of each structure, including when C Corp double taxation is actually worth it, how reasonable compensation works for S Corp owners, and the five-year lock-in rule when switching. We also talk about the types of businesses that should consider each approach and why service-based businesses often start with S Corp but shouldn't assume they'll stay there forever.

If your business has grown and you've never re-evaluated your entity structure, this episode will help you know what to revisit with your CPA or CFO.

This episode is for educational purposes only and not legal or tax advice.