Episodes
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As we step into 2025, let’s take a moment to reflect on the wins, lessons, and growth from 2024. In this special episode, I’m sharing the things I’m most thankful for—both in business and life. From reaching over 100,000 podcast downloads to improving my health, breaking free from constant overwhelm, and leading my team with a renewed vision, it’s been an incredible year of transformation.
Whether 2024 was a great year for you or brought challenges, this episode will inspire you to find gratitude and prepare for a fresh start. Join me as I highlight the power of reflection, resilience, and a mindset of gratitude to set the stage for a successful year ahead.
Let’s celebrate what’s behind us and get ready for the exciting opportunities in 2025! Tune in now.
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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This is part 2 of our series on uncovering if your CPA is really on your team—or working for the IRS. In this episode, we dive into three more powerful questions you need to ask your tax professional to ensure they’re helping you save money and reduce your tax bill.
If you missed part 1 in episode 168, make sure to go back and listen! In that episode, we shared the first three must-ask questions to determine if your CPA is proactive, strategic, and truly on Team Taxpayer.
This follow-up episode builds on that foundation, giving you even more tools to make smart decisions for your business finances. Learn how to identify the right tax plan, assess your professional team, and position yourself for a more profitable year.
Don’t leave money on the table—listen now and take control of your financial future!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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Missing episodes?
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Have you been told that payroll is your biggest expense as a business owner? Think again! In this episode, we uncover the real budget-buster: taxes. From income tax to property tax (and even taxes when you die), they add up fast. But here's the good news—reducing your tax bill is possible with the right strategies and professionals on your side.
We’ll explore three key questions to ask your CPA to know if they’re truly helping you save or playing for the IRS. Plus, learn how to spot missed opportunities to keep more money in your pocket. If you’re ready to take control of your finances and make 2025 your best year yet, this episode is a must-listen.
Don’t leave money on the table—tune in now and get the tools you need to start saving!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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As 2024 wraps up, it’s time to set your sights on a bigger, better, and more successful 2025! In this episode, I’ll share the three powerful strategies I’m using to prepare my business for growth in the new year. You’ll learn why playing it safe holds you back, how to set goals that challenge and inspire you, and the secret to delegating effectively. Whether it’s building the right team, breaking down big goals into actionable steps, or giving yourself the space to think and grow, these tips will help you take your business to the next level. If you’re ready to lead with intention and make 2025 your best year yet, this episode is for you. Let’s dive in and get you on the path to thriving in the new year!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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As the year wraps up, it’s the perfect time to reflect, plan, and prepare for a successful 2025! In this episode, I share four essential strategies that every small business owner needs to focus on to make the new year their best yet. From investing in yourself and creating strong systems to preparing your team and aligning with external partners, these actionable tips will help you level up both professionally and personally.
You’ll learn how to set clear goals, streamline your operations, and build a team that’s ready to grow with you. Whether you’re aiming for more balance, higher revenue, or smoother workflows, this episode is packed with practical advice to help you hit the ground running in 2025. Don’t miss out on these key insights!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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If you’re a business owner living in a state with high income taxes, this episode is for you! Discover a powerful tax strategy that could save you thousands of dollars. I break down how a special workaround called the Pass-Through Entity Tax (PTET) can help you get a bigger tax deduction while still benefiting from the standard deduction. This strategy is perfect for owners of S corporations or partnerships, especially in states like California, New York, and New Jersey.
We’ll dive into how the SALT cap affects your taxes, why this tax break is so valuable, and the steps to make sure you qualify. Plus, find out why 2025 could change everything. Don’t leave money on the table—tune in to learn how to maximize your tax savings!
Ready for expert advice? Click the link in the show notes to book a free tax assessment with my team.
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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Did you know there’s a legal way to contribute to a Roth IRA even if your income is too high? In this episode, we’re uncovering the Backdoor Roth IRA strategy—a simple, two-step process that allows high earners to grow their retirement savings tax-free. We’ll break down who qualifies for a regular Roth IRA, how this strategy works, and the key things you need to know before using it.
We’ll also talk about why taxes might go up in the future and how this strategy could save you big in retirement. Whether you’re a business owner or just someone looking to make smarter financial decisions, this episode will give you the tools to start planning for a more secure financial future.
Tune in now to learn how to make the most of your retirement savings and protect your hard-earned money!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into the big buzz surrounding the Beneficial Ownership Information (BOI) Report. A recent court ruling has shaken things up, putting a temporary pause on the Corporate Transparency Act, and business owners are left wondering—should you still file or hold off? We’ll break down what this report is, what the court’s decision means, and how it might impact your business. With potential penalties of $500 a day, this is a critical issue you can’t afford to ignore.
Whether you’re a rule-follower or prefer to wait it out, this episode will help you understand your options and next steps. Stay informed, protect your business, and get the latest updates you need to make the best decision. Tune in now to stay ahead of the game!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into a big topic that could impact businesses across the U.S.—tariffs on BRICS nations. With Donald Trump preparing for 2025 and proposing a 100% tariff on Brazil, Russia, India, China, and South Africa, what does that mean for our economy, businesses, and taxes?
We break it all down, from the history of BRICS to how these tariffs could affect prices, supply chains, and small businesses. You’ll also learn about potential opportunities for growth, tax strategies, and why this shift could reshape global trade.
Whether you’re a small business owner, entrepreneur, or just curious about the economy, this episode will give you the insights you need to stay prepared. Plus, find out what actions you can take to protect your business and even thrive during these changes.
Tune in now to stay ahead of the game!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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Are you missing out on business deductions that could save you money? In this episode, we dive into how almost any expense can be a business deduction—if you follow three simple rules. Learn how to document your expenses, understand IRS guidelines, and turn everyday costs like meals, travel, and even family expenses into smart tax savings.
We’ll break down the basics of audit-proofing your deductions and share easy tweaks that can lead to big benefits. Whether you’re a small business owner or seasoned entrepreneur, these tips will help you keep more of your hard-earned money while staying completely within the law.
Tune in to discover practical strategies for maximizing your deductions and making smarter financial decisions. Don’t leave money on the table—get the tips you need to reduce your tax bill today!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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Get ready to make your 2024 tax season the easiest one yet! In this episode, we share simple, stress-busting tips to prepare for your business taxes before the year ends. From staying on top of your financials to handling W-9s and 1099s, we cover everything you need to know to avoid last-minute headaches. You’ll learn how to organize your records, work smarter with your CPA, and even save money with smart tax strategies.
Whether you’re behind on bookkeeping or thinking about switching tax preparers, this episode is packed with actionable advice to get you ready for 2025. Don’t wait until the last minute—start now and step into the new year confident and prepared.
Ready to take control of your taxes? Hit play and let’s get started! 🎧
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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Are you looking for a way to boost your cash flow right now? In this episode, we reveal an often-overlooked strategy that can help business owners like you put money back in your pocket immediately. Spoiler alert: it’s all about reducing your tax bill!
We’ll dive into how taxes are likely your biggest expense and how small adjustments can make a huge difference. You’ll learn why most business owners are overpaying and how quarterly tax planning can create instant cash flow without cutting corners.
If you’ve been stepping over dollars to save pennies, it’s time to rethink your approach. This episode is packed with actionable tips and real-life examples to show you how tax strategies can transform your finances. Don’t miss this chance to take control of your cash flow and start 2025 on the right foot!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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Are you paying too much in taxes? Most small business owners are—and they don’t even know it! In this episode, we dive into how you can save 30% or more on taxes by making simple changes to what you’re already doing. Learn how to tell if you’re ready to work with a tax advisor, why proactive planning is a game-changer, and the steps to make sure you’re not leaving money on the table.
I’ll also share my personal story of helping my dad save big on taxes, what it taught me about transforming businesses, and why 80–90% of small business owners are missing out on major savings. If you’re tired of overpaying and ready to take control of your finances, this episode is for you.
Let’s make 2025 your year for smarter tax strategies and bigger savings!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into the tricky world of taxes after selling your home at a big profit. With housing prices high, many people are making great returns, but are caught off-guard by large tax bills. I share a real-life case where my client made $800,000 on a home sale and wanted to keep as much of it as possible.
We discuss key strategies, like the IRS’s $500,000 capital gains exclusion, options for reinvesting gains, and other powerful ways to cut down tax bills. Plus, I cover the pros and cons of investing in Qualified Opportunity Zones and oil and gas strategies to minimize taxes. If you’re looking to sell your home and want to keep more in your pocket, this episode is packed with practical, money-saving tips that anyone can use.
Listen in and learn how to keep more of what you earn!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into a big question for business owners: should you pay your spouse out of your business? If your spouse is already helping out or could step in to lend a hand, paying them might actually save you money on taxes!
We’ll break down the benefits and talk about smart ways to pay your spouse—without adding payroll taxes. From saving on travel expenses to contributing to retirement plans, we explore key strategies that can boost your bottom line. Plus, learn about a “secret sauce” strategy called medical expense reimbursement that could be a game-changer.
If you’re looking to keep more money in your pocket and less going to Uncle Sam, tune in for expert tips that can make a real difference in your business finances.
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into a key reason many businesses get stuck and what you can do to finally reach that next level. I’ll share a common mistake I made for years—thinking small and staying too focused on today’s problems instead of creating a vision for the future.
We’ll talk about why a clear, big-picture vision is crucial and how it impacts hiring, team motivation, and business growth. I also explain the powerful role of coaches and mentors who’ve helped me along the way, and how their guidance can fast-track your success. If you’re ready to build a stronger, future-focused business that your team is excited to support, this episode is for you.
Join me on this journey to think bigger, plan smarter, and make decisions that lead to real growth!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into what Donald Trump’s recent election win could mean for your taxes. With Trump’s focus on cutting taxes and keeping money in American pockets, there are some major tax policies you need to know about. We discuss the future of the Tax Cuts and Jobs Act, which is set to expire in 2025, and what that might mean for individuals and business owners. Could your taxes go up? Will certain tax breaks stick around?
I’ll also cover how Trump’s plans for the economy, like bringing more business back to the U.S. and tackling inflation, might impact your bottom line. If you’re a business owner or just want to understand how these changes could affect you, this episode has the latest insights.
Join us as we break down these tax updates and what they could mean for your wallet!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
-
In this episode, we dive into a key reason many businesses get stuck and what you can do to finally reach that next level. I’ll share a common mistake I made for years—thinking small and staying too focused on today’s problems instead of creating a vision for the future.
We’ll talk about why a clear, big-picture vision is crucial and how it impacts hiring, team motivation, and business growth. I also explain the powerful role of coaches and mentors who’ve helped me along the way, and how their guidance can fast-track your success. If you’re ready to build a stronger, future-focused business that your team is excited to support, this episode is for you.
Join me on this journey to think bigger, plan smarter, and make decisions that lead to real growth!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we tackle one of the biggest fears for business owners: an IRS audit! But don’t worry – it’s all about making sure you’re prepared so you can stay stress-free. We break down 7 simple steps that will help you audit-proof your business. From keeping clean records to knowing your rights, you’ll learn what to do now so that if an audit ever happens, you’ll be totally ready. Whether you’re unsure about your tax returns or just want peace of mind, this episode will give you the tips you need to stay organized and confident.
No one likes dealing with the IRS, but by following these easy steps, you can be prepared and protect your business. So, grab a notebook and get ready to learn how to make sure your finances are audit-proof!
Links mentioned: Book a free consultation in the show notes and find out how to optimize your taxes today!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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In this episode, we dive into the often confusing world of state sales tax. If you're unsure about when to charge sales tax, what the rules are, or how to stay compliant, we’ve got you covered! I’ll walk you through 10 key things every business owner needs to know about state sales taxes, from understanding nexus and registering for permits to filing the right tax returns and avoiding costly mistakes.
Whether you're selling products or services, in one state or across many, this episode will help you navigate the ins and outs of sales tax so you can stay out of trouble and keep your business running smoothly. Don’t wait until it’s too late—tune in now and make sure you're handling your taxes the right way!
Listen in and learn how to keep your business compliant and stress-free!
Next Steps:
💰Download: The Ultimate Guide to Reducing Taxes 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> [email protected]
📲 Follow me on IG @ the.tiffany.p.cpa
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