Should I Hire My Child in My Business?
Should I hire my child in business? Learn IRS rules, tax benefits, and how this strategy builds generational wealth with Roth IRAs and 529 rollovers.
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What You Need To Know About Taxes and Investing
Taxes play an important role in your financial life. Their reach extends far beyond the dreaded April 15 date and come into play much more than once per year. Taxes are actually involved in nearly every financial decision you make, chief among them being investing. Taxes are to investing as textbooks are to education—you can’t…
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Episode 103: Bookkeeping Strategies and Business with Greg Higdon
/RSS FeedThis week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. With over 13 years of experience in education, he teaches his clients so…
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Episode 58: Analyze Your Paycheck Like a Financial Planner
/RSS FeedHOW DO I BETTER UNDERSTAND MY PAYCHECK? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout…
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Episode 45: Tax Planning Hacks and Getting On Track with John McCarthy
/RSS FeedThis week I sat down with CPA and Tax Professional, John McCarthy. John is a CPA and founder of McCarthy Tax Preparation and Advisor Facing Tax where he has helped families and small businesses with income taxes and planning for the past 15+ years. He is also a past member of XY Planning Network, a…
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Episode 28: Tackling Your Business Taxes with Amy Northard
/RSS FeedThis week I sat down with CPA for Creatives, Amy Northard. Amy Northard, CPA provides tax preparation and bookkeeping services to creative small business owners. After graduation from Indiana University, and then passing the Certified Public Accountant’s exam, Amy began working at a small/mid-sized accounting firm, primarily with small businesses and personal taxes. Although she…
