Tax Planning and Accounting Insights

Tax & Accounting Insights for Insurance Agency Owners

Practical guidance on tax planning, accounting, entity structure, owner compensation, and other financial decisions that affect independent insurance agencies.

All articles are reviewed and approved by Ondrej Vesely, CPA, CPCU, drawing on more than 20 years of accounting and finance experience in the insurance industry.

Safe Harbor 401(k): What Insurance Agency Owners Should Review Before Year-End

September 30, 2026

No Employees Yet? SEP-IRA vs. Solo 401(k) for Insurance Agency Owners

September 22, 2026

How Much Should You Pay Yourself From Your Insurance Agency?

September 8, 2026

Reasonable Compensation for S Corp Insurance Agency Owners: What the IRS Actually Looks At

September 4, 2026

Four S Corp Mistakes Insurance Agency Owners Make

September 2, 2026

A Late S Corp Election, Cleaned Up: What It Actually Took

August 26, 2026

How Insurance Agency Owners Elect S Corp Status: Form 2553, Deadlines, and Fixing a Late Election

August 24, 2026

When Does an S Corp Actually Start Saving an Insurance Agency Owner Money?

August 17, 2026

LLC vs. S Corp for Insurance Agency Owners: The Decision Guide

August 10, 2026