[Top Giver Series] The Smart Tax Strategies Every Business Owner Should Know With Courtney Epps

Courtney Epps, EA, PhD, is the Founder of OTB Tax and a nationally recognized tax strategist, international speaker, and TEDx speaker. With nearly 20 years of experience, she helps entrepreneurs and businesses — from startups to $100 million companies — use strategic tax planning to legally reduce taxes and drive financial growth. She is also the Founder of Tax Rebels, an educational platform and community that teaches entrepreneurs how to use proactive tax strategies to keep more of what they earn. Courtney is the best-selling author of More Relaxing, Less Taxing and What's Your Plan B?.

In this episode…

Taxes are often treated as an unavoidable cost of doing business, something entrepreneurs simply accept each year. But what if many business owners are paying far more than they legally need to? The real question is: are you using the strategies that allow you to keep more of what you earn?

For Courtney Epps, a recognized tax strategist and financial educator, many entrepreneurs miss key opportunities to legally reduce their tax burden. She explains that common mistakes, such as improper business structure, incorrect salary payments, and overlooking eligible deductions, can cost business owners tens or even hundreds of thousands of dollars each year. Courtney highlights strategies such as the Augusta Rule, which allows business owners to rent their homes to their companies tax-free, and hiring children in the business to shift income into lower tax brackets. When used correctly, these strategies help entrepreneurs keep more of their income and accelerate long-term wealth building while making tax planning a critical financial priority.

In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Courtney Epps, Founder of OTB Tax, to discuss smart tax strategies every business owner should know. They explore common tax mistakes entrepreneurs make, how strategies like the Augusta Rule and hiring your kids can reduce taxes, and why tax planning should be a top financial priority. Courtney also shares real-world examples of saving clients millions through advanced charitable tax strategies.