259. 5 Tips So Taxes Don't Keep You Up at Night, with CPA Tatiana Podel

Weddings for Real

With finances, I still have blocks (listen to the intro) preventing me from fully feeling comfortable and empowered when it comes to things like tax planning, KPIs, and projections.

I’ve learned through conversations with wedding pros and my own real life experiences that overwhelm can lead to avoidance, so my goal is to make conversations like this one easy to digest and not something you run the other way while covering your ears.

Because as business owners, we really can’t do that. Fortunately, today’s guest Tatiana Podel is someone who explains everything in a way that anyone can understand.

Common Tax Deduction Guide

(00:00) Getting kicked out of my MBA finance class
(04:00) "It truly does not have to be very complicated." + Tip #1
(13:40) Tip #2 - Budgeting and forecasting
(24:00) Tip #3 - Outsourcing and delegating
(30:40) Tip #4 - Understanding your KPIs
(35:00) "Don't spend $1 to save 25 cents."
(37:30) The tax bill is never that big...unless you're surprised by it
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Hosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.