Episode 82: Start Planning Now with Angela Castillo

This episode breaks down the critical difference between tax preparation and proactive tax strategy for law firm owners. Jessica and Angela walk through common tax mistakes attorneys make, why so many end up surprised by large tax bills, and how intentional planning throughout the year can significantly reduce taxes while building long-term wealth. From entity structure and retirement strategies to quarterly projections and cash flow alignment, this episode offers practical guidance on when to start planning, what opportunities still exist early in the year, and how consistent tax strategy can eliminate surprises and support smarter business growth.