Agency Owner Finances Q&A

Topic: Benefits and Tax Opportunities for Agency Owners: Don't Miss Out By Being Unaware
Join us on Wednesday, September 20, 2023 at 1pm Eastern



60-minute Open Mic Session

Your Host

Craig Cody, CPA

President and Founder of Craig Cody & Company

60-Minute Open Mic Q&A

Wednesday September 20th at

1:00pm EDT/12:00pm CDT/11:00am MDT

Tax Planning

Many agency owners wait until the last second to start thinking about taxes. The problem is that when you wait until April to start the tax planning process, you end up paying way more than you should. I will share insights about my approach to tax planning, and answer questions about what you can do to keep more of what you make this year.

Tax Strategies

Many times, business owners leave money on the table and pay more in taxes than they need to. In the Q&A, I’ll discuss often-overlooked deductions and strategies that can help you keep more of what you make…strategies you might not even know exist! Knowing your options will allow you to better plan your spending for the year.

I'll Answer Your Questions

Have a burning question about your business taxes? Want to know how government plans like PPP and EIDL can benefit you? Do you have questions about home office deductions or other complex tax-related issues? I’ll be taking YOUR questions and helping you find the clarity you need.

Craig Cody


Craig Cody is a Certified Public Accountant, Certified Tax Coach™️️️️, business owner, host of The Progressive Agency Podcast and author of The 12 Biggest Tax Mistakes that Cost Agency Owners Thousands. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September of 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps agency owners grow their practices through smart financial decisions and through financial education.