Category: Business

In a recent episode of The Treatment Room podcast, Danielle Hayden, CPA and co-founder of Kickstart Accounting Inc., gave her best advice for small business owners who want to take control of their finances and taxes. In the interview, Danielle emphasized the importance of separating business and personal expenses to avoid legal issues and overpaying taxes. She also advised business owners to closely track all of their business expenses to be better prepared for tax time. “As a business owner, you have to advocate for yourself. We allow CPAs to…

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Cash Flow Hacks Podcast Welcomes Stephanie Georgakopoulos to Discuss the Power of Trusts for Everyone.

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Samuel Dixon discusses maximizing your legacy: tax-efficient planning for future generations. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/  Taxes in retirement are a crucial aspect that is often overlooked but can have a significant impact on wealth preservation. In a podcast episode featuring Samuel Dixon, the co-founder of Oxford Advisory Group, it was emphasized that many individuals tend to neglect taxes in retirement without realizing the potential wealth that could be lost each year due to tax implications. Samuel stressed the importance of considering taxes with…

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Danielle Hayden of Kickstart Accounting Inc. was recently featured on the popular “Oh Shoot” podcast hosted by Cassidy Lynne.  Kickstart Accounting specializes in supporting female entrepreneurs, especially women, as they build their businesses. During the insightful conversation, Danielle not only shared her strategies but for financial empowerment, goal-oriented budgets, and investment in growth, all of which are crucial for entrepreneurial success. “We tend to look at our numbers for tax purposes only,” she explained. “But I’m here to help every business owner get out of that cycle so that we’re…

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Stephen Ng discusses the importance of IRA rescue strategies.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth/  Converting an IRA to tax-free money is a crucial strategy for retirement planning that can help individuals maximize their wealth and minimize their tax liabilities. In a podcast episode of Influential Entrepreneurs, Stephen Ng, the founder of Stephen Ng Financial Group, discusses the concept of IRA Rescue and how it can be used to leverage retirement wealth. The term IRA Rescue refers to various strategies that can be employed to…

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Michael Opp discusses properly diversifying a portfolio. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification/  Michael Opp highlights the importance of properly diversifying and managing risk. Michael discusses the need to have a portion of the portfolio that is considered “must money” – money that cannot afford to be lost. This money should be invested in assets that offer guaranteed rates of return and minimal risk. On the other hand, there is a portion of the portfolio that can tolerate some level of risk in exchange for…

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Stephen Ng discusses long-term care considerations: maximizing retirement wealth and security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth/ Long-term care insurance is often viewed as expensive, but there are ways to structure it to make it more affordable. One strategy is to consider options with riders that provide additional benefits if long-term care is not needed. For example, with a fixed annuity or a life insurance policy with a long-term care rider, any unused funds can be passed on to beneficiaries, unlike a pure long-term care…

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An Exit Planning Service is designed to empower entrepreneurs and business owners to prepare for the sale or transition of their businesses strategically. This tailored service maximizes company value and ensures a seamless transition, whether for retirement, sale, or succession planning. In today’s rapidly evolving business environment, exit planning has become an essential part of a successful business strategy, yet it remains an often-overlooked aspect of business ownership. Linda Jensen addresses this gap by offering comprehensive support, including valuation enhancement, financial analysis, strategic planning, and more, all customized to meet…

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