Tax season can feel overwhelming, but with the right tax planning help, you can reduce your tax burden and keep more of your hard-earned money. That’s exactly what we covered in our recent exclusive webinar with Joel Jensen, CPA from Advanced Tax Group (ATG)—a tax expert with decades of experience in tax planning, business frameworks, and wealth preservation.
If you missed the live event, don’t worry. We’re pulling out some of the most powerful insights shared during the webinar so you can get a taste of the tax-saving strategies that could make a big impact on your financial future. But remember—this is just the tip of the iceberg. The full replay dives even deeper.
Why Tax Planning Help is Essential
Many people approach tax season with a “file and forget” mindset, but successful wealth builders know that smart tax planning happens year-round. Whether you’re a business owner, investor, or self-employed professional, taking a proactive approach to tax planning can mean the difference between keeping more money in your pocket or overpaying Uncle Sam.
Current Tax Stats You Should Know:
- The average tax refund for 2025 is up 38.2%, reaching $1,928, compared to $1,395 last year (IRS).
- The total number of refunds issued has increased by 23.5%, with over 3.23 million already processed this tax season (IRS).
- The standard deduction has increased to $15,000 for single filers and $30,000 for married couples filing jointly, giving taxpayers a larger break in 2025 (AP News).
📖 Related Read: Want to maximize your deductions? Check out our guide on 5 Hidden Tax Strategies for Business Owners.
Top Tax Planning Strategies from the Webinar
💡 The #1 Overlooked Tax Deduction – Most taxpayers miss out on major deductions simply because they don’t know what to look for. Joel shared a surprising tax break that could put thousands back in your pocket if applied correctly.
📈 Business Owners: Are You Using the Right Tax Structure? – Choosing the right entity (LLC, S-Corp, C-Corp) can drastically impact your tax liability. Learn the mistakes that cost business owners thousands and what to do instead.
📖 Related Read: Confused about LLC taxes? Learn how to optimize your business structure in Understanding and Optimizing Your LLC Tax Rate for Success.
🏡 Real Estate & Tax Planning—A Powerful Wealth-Building Combo – If you’re an investor, real estate tax strategies can provide incredible savings. Discover how depreciation, 1031 exchanges, and passive income tax advantages can accelerate wealth creation.
💰 How to Legally Reduce Your Tax Burden – There are IRS-approved tax strategies that high-income earners use to lower their tax rates. Why aren’t more people taking advantage of them? Joel breaks down what you need to know.
📖 Related Read: Looking for small business tax credits? Don’t miss our complete guide on Small-Business Tax Credits: The Complete Guide.
This is Just the Beginning–Get the Full Details
The tax planning strategies above are just a small preview of the in-depth knowledge shared in the webinar. If you want to unlock even more game-changing tax help, watch the full replay now.
The tax deadline is approaching—don’t wait to take control of your tax planning.
