--- title: Club Capital Blog | Tax description: Tax | Club Capital Blog from the largest accounting & advisory firm for insurance agents in the country. image: https://blog.club.capital/hubfs/Accounting%20%20Tax%20%20CFO%20%20People%20Advisory%20(3).png --- [Skip to content](https://blog.club.capital/tag/tax/page/1#content) [![](https://blog.club.capital/hs-fs/hubfs/CC%20Logo_Transparent%20Small%20Size.png?width=1000&height=188&name=CC%20Logo_Transparent%20Small%20Size.png)](http://www.club.capital) - Industries - [Insurance](https://club.capital/industries/insurance/) - [Youth Soccer](https://club.capital/industries/youth-soccer/) - Solutions - [Monthly Accounting](https://club.capital/solutions/monthly-accounting/) - [Tax Service](https://club.capital/solutions/tax-service/) - [CFO Services](https://club.capital/solutions/cfo-services-for-your-business/) - [Digital Marketing Services](https://club.capital/solutions/digital-marketing-services/) - Resources - [Our Company](https://club.capital/our-company/) - [Testimonials](https://club.capital/testimonials/) - [Webinars](https://club.capital/webinars/) - [Partnerships](https://club.capital/partnerships/) - [Referral Program](https://club.capital/referral-program/) - [Est-Tax-Payments](https://club.capital/est-tax-payments/) - [Podcast](https://club.capital/podcast/) - Blogs - [Small Business Finance Blog](https://blog.club.capital/) - [Youth Sports Finance Blog](https://blog.club.capital/sports) - [Marketing Blog](https://blog.club.capital/club-capital-marketing-blog) [Client Login](https://club.capital/client-login/) [Schedule a Demo](https://club.capital/schedule-a-demo/) - Industries - [Insurance](https://club.capital/industries/insurance/) - [Youth Soccer](https://club.capital/industries/youth-soccer/) - Solutions - [Monthly Accounting](https://club.capital/solutions/monthly-accounting/) - [Tax Service](https://club.capital/solutions/tax-service/) - [CFO Services](https://club.capital/solutions/cfo-services-for-your-business/) - [Digital Marketing Services](https://club.capital/solutions/digital-marketing-services/) - Resources - [Our Company](https://club.capital/our-company/) - [Testimonials](https://club.capital/testimonials/) - [Webinars](https://club.capital/webinars/) - [Partnerships](https://club.capital/partnerships/) - [Referral Program](https://club.capital/referral-program/) - [Est-Tax-Payments](https://club.capital/est-tax-payments/) - [Podcast](https://club.capital/podcast/) - Blogs - [Small Business Finance Blog](https://blog.club.capital/) - [Youth Sports Finance Blog](https://blog.club.capital/sports) - [Marketing Blog](https://blog.club.capital/club-capital-marketing-blog) [Client Login](https://club.capital/client-login/) [Schedule a Demo](https://club.capital/schedule-a-demo/) - [Blog](https://blog.club.capital) - / - Topic ## Tax ### Stay up to date ### Topics - Select a Topic - [All](https://blog.club.capital) - [Tax](https://blog.club.capital/tag/tax) - [Financials](https://blog.club.capital/tag/financials) - [CFO](https://blog.club.capital/tag/cfo) - [Case Study](https://blog.club.capital/tag/case-study) - [People Advisory](https://blog.club.capital/tag/people-advisory) - [Industry News](https://blog.club.capital/tag/industry-news) - [COVID](https://blog.club.capital/tag/covid) [![](https://blog.club.capital/hubfs/ChatGPT%20Image%20Aug%207%2c%202026%2c%2002_04_15%20PM.png)](https://blog.club.capital/the-expenses-your-s-corp-should-be-paying-you-back-for) [Tax](https://blog.club.capital/tag/tax) #### [The Expenses Your S-Corp Should Be Paying You Back For](https://blog.club.capital/the-expenses-your-s-corp-should-be-paying-you-back-for) By [Club Capital](https://blog.club.capital/author/club-capital) on October 13, 2026 If you own a captive insurance agency, you're probably covering more agency expenses out of your own pocket than you realize. You renew a license on your personal card. You drive to a... [Continue Reading](https://blog.club.capital/the-expenses-your-s-corp-should-be-paying-you-back-for) [![](https://blog.club.capital/hubfs/scorp-accountable-plan-featured%20(1).png)](https://blog.club.capital/the-s-corp-accountable-plan-a-complete-template-setup-guide) [Tax](https://blog.club.capital/tag/tax) #### [The S-Corp Accountable Plan: A Complete Template & Setup Guide](https://blog.club.capital/the-s-corp-accountable-plan-a-complete-template-setup-guide) By [Club Capital](https://blog.club.capital/author/club-capital) on June 30, 2026 If you own an insurance agency — or any small business — taxed as an S corporation and you're covering mileage, your home office, or your cell phone out of your own pocket, there's a strong... [Continue Reading](https://blog.club.capital/the-s-corp-accountable-plan-a-complete-template-setup-guide) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(45).jpg)](https://blog.club.capital/the-hidden-profit-center-why-strategic-tax-planning-is-essential-for-insurance-agency-owners) [Tax](https://blog.club.capital/tag/tax) #### [The Hidden Profit Center: Why Strategic Tax Planning is Essential for Insurance Agency Owners](https://blog.club.capital/the-hidden-profit-center-why-strategic-tax-planning-is-essential-for-insurance-agency-owners) By [Club Capital](https://blog.club.capital/author/club-capital) on July 10, 2025 Running a successful insurance agency requires more than just writing policies and managing client relationships. While you're focused on growing your book of business and serving... [Continue Reading](https://blog.club.capital/the-hidden-profit-center-why-strategic-tax-planning-is-essential-for-insurance-agency-owners) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(35).jpg)](https://blog.club.capital/staying-ahead-essential-tax-preparation-tips-for-insurance-agencies-entering-q3) [Tax](https://blog.club.capital/tag/tax) #### [Staying Ahead: Essential Tax Preparation Tips for Insurance Agencies Entering Q3](https://blog.club.capital/staying-ahead-essential-tax-preparation-tips-for-insurance-agencies-entering-q3) By [Club Capital](https://blog.club.capital/author/club-capital) on June 12, 2025 As we move into the third quarter, successful insurance agency owners are already thinking ahead to year-end tax planning. While Q4 might seem like the natural time to focus on taxes, smart... [Continue Reading](https://blog.club.capital/staying-ahead-essential-tax-preparation-tips-for-insurance-agencies-entering-q3) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(28).jpg)](https://blog.club.capital/breaking-what-insurance-agency-owners-need-to-know-about-the-proposed-2025-tax-bill) [Tax](https://blog.club.capital/tag/tax) #### [NEW 7.3.25 : What Insurance Agency Owners Need to Know About the Approved 2025 Tax Bill](https://blog.club.capital/breaking-what-insurance-agency-owners-need-to-know-about-the-proposed-2025-tax-bill) By [Club Capital](https://blog.club.capital/author/club-capital) on May 27, 2025 Important Disclaimer: This legislation HAS PASSED CONGRESS and is headed to the President's desk. President Trump is expected to sign the bill on July 4, 2025, making it law. [Continue Reading](https://blog.club.capital/breaking-what-insurance-agency-owners-need-to-know-about-the-proposed-2025-tax-bill) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(10).jpg)](https://blog.club.capital/tax-planning-and-compliance-for-insurance-agencies-maximize-deductions-while-staying-compliant) [Tax](https://blog.club.capital/tag/tax) #### [Tax Planning and Compliance for Insurance Agencies: Maximize Deductions While Staying Compliant](https://blog.club.capital/tax-planning-and-compliance-for-insurance-agencies-maximize-deductions-while-staying-compliant) By [Club Capital](https://blog.club.capital/author/club-capital) on March 13, 2025 Tax season can be a stressful time for insurance agencies, but with the right approach, it doesn’t have to be. Staying compliant with state and federal tax laws while maximizing deductions... [Continue Reading](https://blog.club.capital/tax-planning-and-compliance-for-insurance-agencies-maximize-deductions-while-staying-compliant) [![](https://blog.club.capital/hubfs/Business%20Management%20Services.jpg)](https://blog.club.capital/why-every-s-corp-owner-needs-an-accountable-plan) [Tax](https://blog.club.capital/tag/tax) #### [Why Every S Corp Owner Needs an Accountable Plan](https://blog.club.capital/why-every-s-corp-owner-needs-an-accountable-plan) By [Club Capital](https://blog.club.capital/author/club-capital) on February 13, 2025 Save Money and Stay Compliant: The Benefits of an Accountable Plan [Continue Reading](https://blog.club.capital/why-every-s-corp-owner-needs-an-accountable-plan) [![](https://blog.club.capital/hubfs/tax-filling-for-insurance-agents.avif)](https://blog.club.capital/guide-to-tax-filing-for-insurance-agents) [Tax](https://blog.club.capital/tag/tax) #### [A Comprehensive Guide to Tax Filing for Insurance Agents](https://blog.club.capital/guide-to-tax-filing-for-insurance-agents) By [Micah Cannon](https://blog.club.capital/author/micah-cannon) on April 22, 2024 Tax time can be daunting, especially for insurance agents juggling various income sources and deductions. Tax filing is about reporting what you earn and making the most of deductions to... [Continue Reading](https://blog.club.capital/guide-to-tax-filing-for-insurance-agents) [![](https://blog.club.capital/hubfs/Canva%20images/Build%20a%20Marketing%20Strategy%20With%20Salford%20%26%20Co..png)](https://blog.club.capital/the-new-year-brings-a-new-reporting-requirement-for-businesses) [Tax](https://blog.club.capital/tag/tax) [Industry News](https://blog.club.capital/tag/industry-news) #### [The New Year Brings a New Reporting Requirement for Businesses](https://blog.club.capital/the-new-year-brings-a-new-reporting-requirement-for-businesses) By [Louisa Else, CPA](https://blog.club.capital/author/louisa-else-cpa) on January 9, 2024 As we step into 2024, business owners face a new compliance obligation - the Beneficial Ownership Information (BOI) report. This requirement stems from the Corporate Transparency Act,... 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