Ask Your Surety Pro – How Tax Planning Strategies Affect Your Surety Bond Program

Tax planning is a normal part of running a construction business. But the strategies you use and when you use them can have a real impact on how your surety underwriter reads your financials.

In this episode of Ask The Surety Pro, Chris Ruck, Vice President at Anderson & Catania, explains how common approaches like accelerating expenses or deferring income are viewed by sureties, why transparency is the most important factor, and why starting the tax planning process several months before fiscal year-end gives you the best chance of supporting both your tax and bonding objectives.

If your CPA and your surety broker are not in the same conversation before year-end, this episode is worth your time.

Watch time: 1:05