Monthly Archives: March 2021

Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2



As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes.

In part two of this two-part series, Jose Feliciano and Jeff Feliciano address questions that business owners have when it comes to the structure that they need to create in order to prepare for taxes and retain their top employees.

In this episode you will learn:

  • What business owners can do to save money in taxes
  • Areas to consider when saving money for the future, whether you are a business owner or self-employed
  • How profit-sharing plans work and whether every company is eligible
  • Key ways to help retain key employees and put structure in place
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano discuss how to add business structure whether you are a business owner or self-employed!

Resources:  Feliciano Financial Group: (903) 533-8585


Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Part 1



When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you?

In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals’ commonly asked questions about saving for retirement. They discuss the four buckets of tax planning to help you be diversified by using different investment vehicles.

In this episode you will learn:

  • The types of accounts available to help you start saving money
  • What you can do to save on taxes now and how to avoid a big tax bill later
  • If you can participate in or switch from different accounts
  • What buckets will help you save money for your kids to go to college
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano to learn more about the investment vehicles individuals can start taking advantage of!

Resources: Feliciano Financial Group: (903) 533-8585