Send us a text

🔗 LINKS

Visit the episode page at for more details and a transcript of the show.

Get Profit First for Commercial Construction--OUT NOW!

Subscribe to get notified as soon as new episodes go live.

ℹ ABOUT THIS EPISODE

Every contractor faces year-end tax decisions, but spending money just to save on taxes can destroy your cash flow.

Join Wade Carpenter, Stephen Brown, and guest Maureen Weick as they reveal the biggest tax planning mistakes contractors make and share practical strategies for year-end planning that protects your cash flow, maximizes your financial statement, and keeps your bonding intact. 

Learn how to plan smart, avoid emotional money decisions, and set your construction business up for success in the new year.

⌚️ Key moments in this episode:

• 00:32 Meet Our Special Guest: Maureen Weick
• 01:59 Common Contractor Mistakes
• 02:54 The Importance of Planning Ahead
• 04:32 Balancing Tax Savings and Cash Flow
• 05:57 Year-End Financial Planning Tips
• 07:16 Understanding Bonding and Financial Statements
• 09:30 Good Debt vs. Bad Debt
• 19:35 Seasonal Business Considerations

Join the Profit First for Construction community!

Find all episodes and related links at ContractorSuccessForum.com.

Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs

FIND US ONLINE
Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | SuretyAnswers.com