As a business owner, the line between personal and business decisions often blurs, creating a constant balancing act of priorities. When it comes to taxes—both personal and business—this overlap becomes even more significant. With the new year just around the corner, any tax strategy now will likely be reactive or unavailable. So, how can you shift gears to be more proactive in the future?
This week we’re joined by CPA Richard Huffman, to explore what it means to align your tax strategy with both your business and personal goals. Richard shares insights that every business owner needs to hear:
Aligning Personal and Business Tax Strategies: Create a plan that works across your entire financial ecosystem.
Triggering Events: Recognize moments that require proactive tax planning.
The Right Strategy for Your Business Cycle and Goals: Tailor your approach to where your business is today—and where it’s heading.
Pitfalls and Opportunities: Learn how to avoid costly mistakes and uncover hidden opportunities.
Advice for Long-Term Success: Step back, look at the big picture, and assemble your strategic advisor team.
Too often, advisors like CPAs, attorneys, and financial experts work in silos, missing opportunities for collaboration. But when they operate as a unified team, they can anticipate challenges, maximize opportunities, and streamline your decision-making process.
Join us as Richard Huffman, explains how building a strategic advisor team can set you up for long-term success, both in your business and personal life.
It’s time to stop reacting and start planning. Tune in and take the first step toward building your dream advisor team.
#IntentionalLeadershipPodcast #StrategicAdvisors #ProactivePlanning #BusinessGrowth
Show Notes:
Cerius for Clients: https://ceriusexecutives.com/
Cerius for Executives: https://ceriusexecutives.com/executives
LinkedIn: https://www.linkedin.com/company/cerius-interim-executive-solutions/
Richard’s LinkedIn: https://www.linkedin.com/in/richard-huffman-cpa-mst-918a553/
