How Small Business Owners Can Save On Taxes

Season 1 -

Episode 8

In this episode, Ben and Alex dive into the real-life tax quirks, small business loopholes, and investment mistakes that they see every week working with clients. They start with a client case involving the sale of a C-Corporation and the Qualified Small Business Stock (QSBS) exclusion, explaining how some owners can completely avoid capital gains taxes when selling their company.

The conversation then moves into year-end tax planning, the traps of putting municipal bonds inside IRAs, and why chasing “hot” tech or AI stocks can backfire. It’s a candid, down-to-earth talk about how small mistakes or misunderstood tax rules can quietly cost investors thousands, and how to spot them before they do.

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About Fuchs Around & Cal Them Out

Fuchs Around & Cal Them Out is a retirement and financial planning podcast hosted by Ben Fuchs, CFP®, CPWA®, founder of Fuchs Financial, and Alex Cal, CFP®, CPFA®

The podcast covers the full spectrum of financial and retirement topics, including:

  • Retirement Income Planning – How to create sustainable income streams that last a lifetime.

  • Investment Strategy & Market Insights – Structuring portfolios to weather volatility and market downturns.

  • Tax Planning & Roth Conversions – Smart strategies to minimize taxes before and during retirement.

  • Social Security & Medicare – Guidance on when to claim Social Security benefits and how to navigate Medicare enrollment.

  • Wealth Management & Estate Planning – Protecting, preserving, and passing on wealth effectively.

  • Healthcare & Long-Term Care Costs – Preparing for one of the most underestimated retirement expenses.

Listeners can tune in for both educational episodes that break down complex financial topics and real-world examples that lead to discussions that highlight different planning strategies and their potential outcomes. Each episode is designed to be straightforward, easy to understand, and directly applicable to individuals and families planning for retirement.

As part of the Fuchs Financial commitment to “Planning Without Pressure,” the show provides actionable takeaways and encourages listeners to think about their own goals, risks, and opportunities. Whether you are nearing retirement, already retired, or just beginning to plan, Fuchs Around & Cal Them Out helps you take control of your financial future.

You can listen to the latest episodes on Apple Podcasts, Spotify, YouTube, and other major podcast platforms with new episodes airing every Tuesday at 6am.

© 2025 Fuchs Financial. All rights reserved. Created September 2025. Hosts: Ben Fuchs and Alex Cal. Producers: Brandon Holland and Fuchs Financial. Reproduction or distribution without written permission is prohibited

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