Ten Tax Planning Ideas for Small Businesses

1. S Corporation: Set up an S Corporation to avoidhomeowner's insurance, etc. as well as all costs for
self-employment tax on profits. If you conductthe room such as carpeting. Although you can also
business as a sole proprietor, a partnership, or a limitedclaim the depreciation on your home used for home
liability company the first $94.200 of 2006 profits areoffice, you should consult a qualified tax advisor prior
subject to a self-employment tax rate of 15.3%. Theto doing so to understand the impact it will have on the
profits in excess of $94,200 are subject to a Medicareexclusion of gain when you sell your residence.
tax rate of 2.9%. These self-employment tax rates6. Travel Expense: Deduct business trips by putting
are in addition to paying income tax on the profits. Anyour spouse on the payroll. When spouses are on the
S Corporation is not subject to self-employment taxpayroll, even at low salaries, cost of business trips that
on the profits earned.include the spouse can be fully deducted. You should
2. Bad Debt Expense: A reserve for bad debts is notalso be aware that putting your spouse on the payroll
deductible, but you can write off accounts receivable inin 2006 will also double the amount of Social Security
the year in which they become uncollectible. Be sure totax owed up to the first $94,200 of income.
take advantage of writing off all those uncollected7. Hiring Children in the Family Business: Put your
accounts at year end. If you used a collection agency,children on the company payroll. When you employ
you can deduct a portion of the debt that will go to theyour children in the business, for 2006 you can pay
collection agency as a fee (around 25%). You canthem up to $5,150 in salary free from Federal tax. The
write off that amount at the time you turn over the"kiddie" tax doesn't apply to wages, so children under
receivable to the agency.age 14 get this tax break, too. Have your children put
3. Medical Expense: For 2006, eligible self-employed$4,000 into a Roth IRA, where it will compound
individuals can deduct from gross income 100% of thetax-free over time. When the money is left in the
amounts paid for health insurance coverage. Theaccount until they turn 59 ½, they will never have
deduction is limited to net earned income from theto pay out any tax or penalties on that money or its
business, less the deduction for 50% of theearnings.
self-employment tax. Also, you cannot take theIf your business is not incorporated, and the children
deduction for any month you were qualified toare under age 18, neither you, as employer, nor your
participate in an employer sponsored health plan.children will owe Social Security or Medicare tax on
If you conduct business as a corporation, set up atheir wages.
corporate medical reimbursement plan. Medical costs8. Retirement Planning: Put more money away in your
are generally personal expenses deductible only to thecompany retirement plan for yourself than for your
extent that they exceed 7.5% of your Adjusted Grossemployees. Business owners who are more than 20
Income (AGI). However, medical reimbursement plansyears older that other company employees can set up
set up by C Corporations let you deduct all the medicala defined-benefit pension plan instead of a
costs you incur for yourself, your spouse, anddefined-contribution plan. Because they are funding a
dependents. These plans must cover all eligiblespecific benefit (not putting away a percentage of
employees.salary) and have fewer years to do so, owners can
4. Equipment Expense: For 2006, Section 179 of thecontribute more to the plan for themselves than their
Tax Code lets companies deduct up to $108,000 ofemployees.
new equipment, subject to certain limits. Passenger9. Claiming Business Losses: Make the most of
vehicles are excluded from the expensing election. Abusiness losses. If your company has a net operating
passenger vehicle is defined as having a loaded grossloss in 2006, it can be carried back two years or
vehicle weight of less than 6,000 pounds.carried forward up to 20 years to offset future profits.
The tax code also allows an accelerated method toTo get a refund, file an application on Form 1139. Most
depreciate the remaining value of that equipment - it'srefunds are sent out by the IRS within two months.
faster than the straight-line method of depreciation.10. Education: Set up a company tuition-reimbursement
5. Home Office Expense: Write off home-officeplan to pay a child's school cost. Businesses can set
expenses. You can take this deduction even if youup plans that pay up to $5,250 in tuition per employee
use the space for administrative purposes, as long asannually. Business owners' children must work for the
there is no where else you can work. When you usecompany, be older than age 21, own no company
one room in your six room home as an office, you canstock and cannot be claimed as a dependent on the
deduct one-sixth of your costs for utilities, security,owners' tax returns.