Entrepreneurial Blueprint: Small Business Tax and CFO Talk

Two chiropractors, one practice, and a faith-first way of running it. Dr. Charlie Ward and Dr. Paige Ward of Champion Forest Chiropractic in Houston share how they went from practitioners to business owners, why hiring a business coach paid off, and how they approach S corp elections and quarterly taxes.

In this episode:

• Going from practitioners to business owners
• Why a business coach paid off
• LLC vs. S corp election basics
• Planning quarterly taxes instead of dreading them
• Faith-led leadership in healthcare

Connect with our guest:
Champion Forest Chiropractic: https://championforestchiro.com/
Instagram: @ppfc_championforest | @paigeward09
Houston Hustle Podcast: https://www.youtube.com/@houstonhustlepodcast

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

What if growth in business and in life comes from connecting deeper, not demanding more? Janet Newberry, founder of John 15 Academy, joins Dr. Jake Latimer to talk about leadership built on trust, humility and love, and how those principles can reshape your company's culture.

In this episode:

• Why connection, not pressure, drives growth
• Leading with trust, humility and love
• Reshaping the culture and direction of your organization

Connect with our guest:
John 15 Academy: https://www.john15academy.com/
Instagram: @john15academy

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

GLP-1s are changing the conversation on weight loss and health, but what is really happening behind the hype? Dr. Jake Latimer and guest Jason Phelps talk through the real impact of GLP-1s on weight loss, habits and lifestyle change, including stories of people using treatment to build better habits and quit smoking.

In this episode:

• What GLP-1s are doing beyond the hype
• How treatment can support better habits
• Real stories of lifestyle change
• Why health is part of running a business well

Connect with our guest:
Jason Phelps: (936) 333-2540

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

How did a tax and business advisory firm in The Woodlands become Blueprint Advisors? In this special Q&A, Allie, Blueprint Advisors' Marketing Manager, Entity Formation Manager and Client Onboarding Specialist, interviews host Dr. Jake Latimer about his entrepreneurial journey and the firm's wraparound approach to tax, accounting and CFO advisory.

In this episode:

• How Jake got started in entrepreneurship
• What a wraparound advisory firm looks like
• What drives his leadership and keeps him motivated
• Lessons learned building the firm

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

Is PR just a one-time news clip? Paige Donnell, founder and CEO of Paige PR, says no. She and Dr. Jake Latimer talk about authenticity, trust and faith in business, seasonality in B2B and oil-and-gas PR, hiring and mentorship, and why you should keep marketing when business is slow.

In this episode:

• How authenticity builds trust in business and personal branding
• Lessons from building a PR firm
• Why PR is not a one-off news clip
• Why to market hardest when business is slow
• Finding competent mentors

Connect with our guest:
Paige PR: https://paigepr.com/
LinkedIn: https://www.linkedin.com/in/paigepr
Instagram: @paigepr_ (https://www.instagram.com/paigepr_/)

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

What does it take to perform in the top 1% in business and life? Adam Lamb, The One Percent Doctor, joins Dr. Jake Latimer to talk about health as the foundation of entrepreneurial success, the mindset shifts high performers make, and how small, consistent habits compound.

In this episode:

• Why health is the foundation of entrepreneurial success
• The mindset shifts needed to reach the top 1%
• How small, consistent habits drive outsized results
• Lessons from working with leaders and entrepreneurs

Connect with our guest:
Adam Lamb: https://go.onepercentdoctor.com

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

Fact or fake news? Dr. Jake Latimer and Rick Yancy, CPA, cut through the social media noise on the One Big Beautiful Bill and what it could mean for your wallet, your business and your tax planning.

In this episode:

• Will Social Security now be tax-free?
• Has the SALT cap been lifted, and what changed with the estate exemption?
• How the overtime and tips deductions work, as discussed
• The 90% gambling loss limit
• Corporate rates, Roth conversions, EV credits and IRS enforcement: what is real and what is fake news

Rick Yancy, CPA, was a partner at the firm when this episode was recorded.

Let's Build your Blueprint Together...
Blueprint Advisors is a tax, accounting and CFO advisory firm in The Woodlands, TX, serving business owners across Houston and beyond. Advisory comes first: at least four planning calls a year, a custom blueprint for every client, audit protection on the returns we prepare through TaxProtectionPlus, and real CFO work led by Dr. Jake Latimer.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax or legal advice for your situation. Tax rules and figures are as discussed at the time of recording and may have changed since.

How does a side project become a brand? Dr. Jake Latimer talks with the creator behind Cowboy Jack about starting a children's show during the pandemic, the dark stretch after investing in it, balancing a national career with family, collaborations, platform algorithms and faith.

In this episode:

• How a side project became a brand
• Dealing with setbacks after investing in your idea
• Balancing content, career and family
• Why to outsource what you are not good at

Connect with our guest:
Cowboy Jack: https://cowboyjackshow.com
Instagram & TikTok: @cowboyjackshow

Let's Build your Blueprint Together...
Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax, legal or medical advice for your situation.

Twenty-six spooky tax topics in one Halloween parody. Captain Hook and Mr. Juice walk through real tax tips business owners and families ask about, from tax loss harvesting and withholding to zombie debt, hobby losses and S corps.

In this episode:

• Tax loss harvesting
• Withholding and life changes
• Unreported side income
• Cancellation of debt income
• AMT, medical deductions and EV credits
• S corp vs. C corp and hobby losses

Parody: characters and impressions are for entertainment only; the tax information is educational.

Let's Build your Blueprint Together...
Blueprint Advisors is a tax, accounting and CFO advisory firm in The Woodlands, TX, serving business owners across Houston and beyond. Advisory comes first: at least four planning calls a year, a custom blueprint for every client, audit protection on the returns we prepare through TaxProtectionPlus, and real CFO work led by Dr. Jake Latimer.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax or legal advice for your situation. Tax rules and figures are as discussed at the time of recording and may have changed since.

How do wealthy families and business owners actually plan their taxes? Dr. Jake Latimer and Rick Yancy, CPA, walk through 1031 exchanges, trusts, million-dollar Roth IRAs, deferred sales trusts, opportunity zones, oil and gas, solar, Social Security timing, asset protection and self-directed IRAs.

In this episode:

• How 1031 exchanges and boot work
• Revocable vs. irrevocable trusts
• How a million-dollar Roth IRA gets built
• Deferred sales trusts and installment sales
• Opportunity zones, intangible drilling costs and solar credits
• Social Security timing and asset protection

Rick Yancy, CPA, was a partner at the firm when this episode was recorded.

Let's Build your Blueprint Together...
Blueprint Advisors is a tax, accounting and CFO advisory firm in The Woodlands, TX, serving business owners across Houston and beyond. Advisory comes first: at least four planning calls a year, a custom blueprint for every client, audit protection on the returns we prepare through TaxProtectionPlus, and real CFO work led by Dr. Jake Latimer.
Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909
Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx

Educational only, not tax or legal advice for your situation. Tax rules and figures are as discussed at the time of recording and may have changed since.