SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Big changes are here — and they could shake up your small business in 2025. In this episode, Tiffany breaks down the new SBA loan rules that just took effect and what they really mean for business owners like you. Whether you're thinking about getting a loan or already have one, these updates could impact your taxes, your cash flow, and your ability to grow. You'll learn: Why SBA loans are now harder to get What the IRS and SBA aren't telling you The 3 biggest money traps to avoid What to do right now to protect your business If you want to stay ahead of the curve (and keep more of your money), this episode is a must-listen. Don't wait until it's too late — tune in and get the tools you need to win in 2025.   Next Steps:

Did you know some of the wealthiest people pay less in taxes than someone making $50,000 a year? In this episode, we uncover the secret tax strategies the rich use to build wealth and pay almost nothing in taxes — and how you can start using them too! You'll learn how to turn your business into a tax-saving machine, why borrowing money can be smarter than earning it, and how real estate and life insurance can protect and grow your money tax-free. We'll also share real client stories and simple steps you can take today. Don't let tax season scare you — get ahead, save more, and build lasting wealth!   Next Steps:

In this episode, Tiffany talks with Kevin Akeroyd, the CEO of Sovos, about how taxes are changing fast for small business owners. They cover new rules that could lead to big fines—even for simple mistakes. Kevin shares how smart software can help business owners stay out of trouble, avoid audits, and even grow into new markets. From selling online to crossing borders, the world of tax is more complex than ever. But with the right tools, staying safe (and stress-free) is possible. You'll learn how to keep things simple, save time, and protect your business from costly problems. If you're a small business owner who wants to stay ahead of the game, this episode is for you!   Next Steps: ✅ Learn More About Sovos

Are you making a money mistake that's costing you big time? In this episode, we're breaking down one of the biggest problems small business owners face — and most people don't even know they're doing it! Studies show 87% of entrepreneurs make this mistake, and it could be stopping you from hitting your money goals. I'll explain what this mistake is, how it happens, and the simple steps you can take to fix it before the year is over. You work hard for your money — let's make sure you keep more of it in your pocket. Tune in now and learn how to clean up your 2025 finances, avoid surprise tax bills, and build smarter tax strategies for your business!   Next Steps:

Are you still doing your books the old-school way? In this episode, I'm sharing how smart small business owners are using AI to save thousands on taxes and hours each week on bookkeeping. I'll tell you the story of how one client saved $48,000 in taxes—just by using the right tech. You'll learn which tools actually work, how to start small, and what mistakes to avoid. This isn't about replacing your accountant. It's about making smarter moves with your money in 2025. If you've ever felt overwhelmed by finances or like you're missing out on deductions, this episode is for you. Let's turn your financial mess into a money-saving machine.   Next Steps:

In this episode, we talk with Leslie Tayne, a financial attorney with over 25 years of experience helping people and businesses deal with debt. She shares the truth about what really causes debt, how it grows, and why fast cash options like merchant cash advances can be a big mistake. Leslie explains how she works with clients to build smart plans for getting out of debt and moving forward. You'll learn what makes some debt “good” and other debt “bad,” and why it's important to know the difference. If you've ever felt stuck in a money mess or wondered how to avoid one, this episode is for you!   Next Steps: ✅ Connect with Leslie Tayne

Discover the exact financial checklist that helped one business owner save $48,000 in taxes this year! In this episode, we break down the 2025 tax law changes every small business owner needs to know about. You'll learn nine simple steps to audit your business structure, master cash flow management, and implement smart tax strategies like the "Augusta Loophole." We cover everything from retirement planning for entrepreneurs to year-end expense timing that could save you thousands. Plus, learn about the three "wealth villains" that destroy business finances and how to avoid them. Whether you're making $50,000 or $500,000, these strategies work for any size business. Don't let another year pass by overpaying taxes! The window to implement these 2025 strategies is closing fast. Get ready to take notes - your future self will thank you for listening to this episode.   Next Steps:

Are you throwing away $30,000 in taxes every year? You might be if your business has the wrong structure! In this eye-opening episode, I reveal how I saved a client exactly that amount by switching them from an LLC to an S Corporation. But wait - this strategy isn't right for everyone! I'll break down: The big differences between LLCs and S Corps How each affects your tax bill When the S Corp starts saving you money (hint: it's around $60,000 in profit) What "reasonable salary" means and why the IRS cares The 5 questions to know if you should switch Plus, I share real stories of business owners who saved thousands - and one who got caught by the IRS and paid dearly! Don't miss this episode that could be the most profitable 30 minutes you spend all year. Your future self (and bank account) will thank you!   Next Steps:

In this powerful episode, Nick Prefontaine shares the amazing story of how a snowboarding accident changed his life forever. After falling into a coma and being told he might never walk or talk again, Nick beat the odds and ran out of the hospital just months later. He didn't just recover—he used his story to build a thriving real estate business and now helps others through tough times using his "S.T.E.P. System." You'll hear how support, trust, energy, and persistence helped him go from a hospital bed to big stages, inspiring thousands. This episode is full of hope, action steps, and heart. If you've ever faced something hard and wondered how to keep going, this is one you don't want to miss.

In this episode, we break down the big claim that tariffs could replace U.S. income taxes — and what that really means for your wallet, your business, and the economy. We explore how much money the government collects from income taxes versus tariffs and why swapping one for the other isn't as easy as it sounds. You'll hear why raising tariffs could mean higher prices at the store and new challenges for small businesses. We also look at how these changes would affect families at different income levels. By the end, you'll understand the real numbers behind the headlines — and why smart tax planning matters more than waiting for big government changes. Stay tuned to learn practical tips to take control of your tax bill and protect your finances today!   Next Steps:

This episode reveals shocking hidden details from Trump's Big Beautiful Bill that could make or break your small business! We dive deep into five buried provisions that most business owners don't know about yet. You'll learn about new reporting rules that carry $10,000 daily penalties, international tax requirements that affect "domestic" businesses, and state-by-state complications that create a compliance nightmare. We also expose the powerful enforcement tools the IRS now has to seize your assets without going to court first. But it's not all bad news! We share amazing loopholes and strategies that smart business owners are already using to save huge amounts of money. From entity restructuring tricks to timing strategies, these legal methods could save you hundreds of thousands of dollars. This isn't just about tax cuts - it's about survival in a completely new business environment. Some rules are already in effect, others start when the bill is signed, and the penalties are automatic. Don't get caught unprepared when your competitors are getting ahead!   Next Steps:

This episode reveals shocking hidden details from Trump's Big Beautiful Bill that could make or break your small business! We dive deep into five buried provisions that most business owners don't know about yet. You'll learn about new reporting rules that carry $10,000 daily penalties, international tax requirements that affect "domestic" businesses, and state-by-state complications that create a compliance nightmare. We also expose the powerful enforcement tools the IRS now has to seize your assets without going to court first. But it's not all bad news! We share amazing loopholes and strategies that smart business owners are already using to save huge amounts of money. From entity restructuring tricks to timing strategies, these legal methods could save you hundreds of thousands of dollars. This isn't just about tax cuts - it's about survival in a completely new business environment. Some rules are already in effect, others start when the bill is signed, and the penalties are automatic. Don't get caught unprepared when your competitors are getting ahead!   Next Steps:

Is your CPA really helping you save money — or just filing your taxes? In this episode, we break down five smart questions every business owner should ask to find out if their CPA is doing enough. You'll learn about key tax strategies like the Augusta Rule and family payroll, why meeting with your CPA year-round matters, and how to tell if it's time to coach or switch advisors. We also share real-life examples of entrepreneurs who saved thousands by making simple changes. Whether you run a small business, are growing fast, or just want to keep more of what you earn, this episode will help you think like a CFO — not just a taxpayer. Tune in now to make sure your CPA is helping you win in 2025 and beyond!   Next Steps:

Most people think putting their home in a trust is enough to protect their family — but that's only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You'll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these steps can cost you thousands or even wreck your family's future plans. We'll also show you how to turn a simple trust into a powerful tool that manages life insurance, supports your business, and creates income for your family long after you're gone. Whether you're a small business owner, parent, or just planning ahead, this episode will help you protect what matters most and build a lasting legacy. Tune in and take control of your 2025 finances today!   Next Steps:

In this episode, Tiffany talks with Erica Ash from Fund Her about how women can take control of their business money without feeling lost or ashamed. Erica shares how most business owners avoid their numbers because they think they're bad with money—but that's just not true! You'll hear real stories, simple tips, and powerful advice that will help you feel more confident with your finances. Erica also explains her “FLIGHT Method,” a super helpful plan for business owners who want to grow their money skills and build a business that supports their life. If you've ever felt confused about your profits, unsure how to pay yourself, or scared to look at your bank account—this episode is for you. It's time to stop avoiding and start leading with clarity. You'll leave this episode feeling more powerful, prepared, and ready to make smart money moves!   Next Steps: ✅ Connect with Erica Ash & Determine Your Financial Alter Ego HERE!

Want to make money from real estate without buying a house or dealing with renters? In this episode, we break down Real Estate Investment Trusts (REITs) — a smart and easy way to grow your money without the stress of being a landlord. You'll learn how REITs work, why they pay out big dividends, and how they help you invest in places like shopping malls, apartments, hospitals, and even cell towers. We'll explain the benefits, the risks, and how you can get started with just a few hundred dollars. Whether you're a busy entrepreneur, saving for retirement, or just curious about building wealth, this episode will show you how REITs can fit into your 2025 finances. Tune in to hear real tips, clear examples, and why REITs might be the most overlooked money tool you're missing!   Next Steps:

Get ready to rethink everything you know about taxes! In this episode, we dive into the weirdest — and totally legal — tax deductions you've probably never heard of. From backyard pools and body oil to pets that work for your business, we're breaking down the surprising ways people have saved big with the IRS. You'll hear fun stories, learn the rules behind these quirky tax breaks, and find out how they might even apply to you or your small business. It's not just about laughs — you'll walk away with real tax tips that could help you save money in 2025. Whether you're an entrepreneur, small business owner, or just someone curious about “IRS secrets,” this episode is packed with insights you don't want to miss. Tune in now and start seeing taxes in a whole new way!   Next Steps:

Breaking news! A massive tax bill just dropped, and I've spent 48 hours digging through all 389 pages so you don't have to! This game-changing bill could put thousands back in your pocket with 18 major tax changes including: • Tax-free tips and overtime pay for service workers • A bigger Child Tax Credit ($2,500 per child!) • New "MAGA Accounts" with a $1,000 bonus for babies born in 2025-2026 • Triple the SALT deduction cap ($30,000 instead of $10,000) • Permanent business tax breaks that were set to expire Whether you're a server, parent, business owner, or retiree - there's something in this bill for you! I break down exactly who benefits, who doesn't, and most importantly - what you need to do RIGHT NOW to take advantage of these changes before they expire. Don't miss this urgent episode that could save you thousands in taxes!   Next Steps:

Are you tired of paying too much in taxes? In this episode, we reveal 17 powerful tax strategies the wealthy use to save money — and how you can use them too! From hiring your kids and cutting your business taxes to saving on healthcare and even renting your home to your business, we break it all down in simple, clear steps. You'll learn how smart tax moves can help you keep more of your money, grow your wealth, and plan for a strong future. Whether you're a business owner, freelancer, or investor, this episode is packed with tips you can start using today. Get ready to think differently about taxes — and discover how the tax code can work for you, not against you!   Next Steps:

What if your kids could grow up smart about money—before life teaches them the hard way? In this episode, we talk about the 18 money lessons wealthy families teach their kids early on. You'll learn how to help your child think about money, save smart, invest wisely, and build good habits. These lessons aren't just for rich families—they're for anyone who wants to raise confident, money-smart kids. Even small changes can make a big difference. Whether your child is 5 or 15, it's never too early—or too late—to start. Get ready to learn simple tips that will change how your family talks about money.   Next Steps:

In this episode, I talk with Trevor Greenway, CEO and co-founder of InterVal — a company that's helping small business owners better understand the value of their business. Trevor shares how most owners don't know what their business is worth, even though it's usually their biggest asset! He explains why that's a problem and how InterVal is solving it using smart technology. You'll hear how their platform helps business owners track their value over time, make smarter money decisions, and reach their retirement goals faster — all while working with their current accountant or advisor. Best part? It's easy to use and even free through partner banks and firms. If you want to build a business that's worth more and be ready for a big exit one day, this episode is a must-listen!   Next Steps: ✅ Connect with Trevor Greenway

Think playing it safe with your taxes is smart? Think again. In this episode, we talk about the hidden dangers of “compliance culture”—doing everything by the book but still losing thousands of dollars. You'll learn why just filing your taxes isn't enough, how fear is costing you big, and what smart business owners do instead. We'll break down real stories, easy steps you can take, and how to start keeping more of your money—legally. If you're tired of working hard and still feeling broke every tax season, this episode is for you. Let's stop playing small and start planning smarter.   Next Steps:

What if the tax code wasn't made to take your money—but to help you keep it? In this episode, we break down why over 99% of the tax code is actually full of ways to save on taxes… but only if you own a business or invest. You'll learn how buying a business—yes, even in today's economy—can unlock powerful tax savings. We talk about how to structure deals the smart way, avoid big mistakes, and turn your taxes into a tool for building wealth. Whether you already own a business or are thinking about buying one, this episode gives you the playbook most CPAs never share.

In this episode, I chat with Andrew Jamison, CEO and co-founder of Extend, a FinTech company that helps small businesses take control of their spending. If you've ever worried about giving employees a company credit card or dealing with messy expense reports, this episode is for you! Andrew shares how Extend lets business owners safely hand out virtual credit cards — with limits, rules, and total control. You'll hear real examples of how companies are using this tool to manage purchases, stay on budget, and save serious time on monthly bookkeeping. Best part? You don't have to leave your bank or get a new card. Extend works with banks you already know and trust. If you're tired of surprise charges and end-of-month chaos, this episode will show you a smarter way to manage money in your business.   Next Steps: ✅ Learn More about Extend

Are you paying out-of-pocket for Ozempic or other weight-loss meds? You might also be paying too much in taxes—and not even know it. In this episode, we talk about smart ways to save money by turning medical costs into legal tax deductions. You'll hear real stories from business owners who missed out on big savings and how they fixed it. We'll break down what the IRS rules really say, why most people don't qualify to deduct medical expenses the usual way, and how to use special strategies like HSAs, FSAs, and business reimbursements to keep more cash in your pocket. If you want to stop overpaying the IRS and start making your health costs work for you, don't miss this episode!   Next Steps:

What happens when a country tries to tax the rich… and the rich just leave? That's exactly what happened in Norway—and it cost them billions. In this episode, we break down why raising taxes on wealth didn't go as planned, and what business owners and high-income earners can learn from it. You'll hear what happened in Norway, what other countries like the U.S. and UK are doing, and why wealthy people and companies are moving fast to protect their money. We'll also talk about smart steps you can take now—like changing your business structure, moving income, or planning ahead before tax laws change. If you're a business owner, CFO, or high-earner, this episode will help you stay ahead and save big in the future.   Next Steps:

In this episode, I sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to talk about how business owners can legally avoid big tax bills when they sell their business, real estate, or even Bitcoin. Brett shares how a smart tool called the Deferred Sales Trust helps people keep more of their money — and not hand it over to the IRS. He shares powerful stories, including how one mistake cost a family $50 million and how that could have been avoided. We also talk about the big differences between outdated tax moves like the 1031 exchange and newer, smarter options. If you're planning to sell a big asset one day (or already are), this episode will help you protect your hard-earned money and grow your wealth wisely. Don't miss this eye-opening conversation that could change your financial future!   Next Steps: ✅ Connect with Brett Swarts

Ever wonder why you still feel broke—even when you make good money? It might not be your income. It could be your thoughts. In this episode, we break down 20 toxic money beliefs that are keeping people stuck. From “money is the root of all evil” to “I'll start saving when I earn more,” we show you how these thoughts sneak in and hold you back. You'll hear real-life examples, smart money tips, and one belief change that helped a client go from broke to six-figure savings. If you've ever felt guilty about wanting more, scared to invest, or stuck in a job that doesn't bring freedom—this episode is for you.   Next Steps:

What if the IRS took 40% of your next million? That's not just a scare—Congress is working on a bill that could make it real. In this episode, we break down what H.R. 2534 means for business owners, high earners, and anyone with big income plans. You'll learn what's in the bill, how it could raise your taxes, and what smart people are doing right now to stay ahead. We'll talk about timing, income planning, and powerful tax tools you can use today. You'll also hear real stories from clients already adjusting their strategies before new rules hit. If you make over $400K—or plan to—you don't want to miss this.   Next Steps:

Is your business growing—or just getting more expensive? In this episode, we talk with Hillary Seiler, aka Coach Hill, a money coach to NFL teams and small business owners. She shares why cash flow—not sales—is the real key to business success. Hillary breaks down how to find where your money is going, what's actually bringing in revenue, and how to stop wasting money on things that don't grow your business. You'll learn the same cash flow playbook she teaches athletes and top companies. From cutting costs to investing in the right people and tools, Hillary shows how to make your money work harder—so your business doesn't burn out. If you're ready to stop guessing and start growing, this episode is packed with real-life tips and examples to help you level up your finances and your focus.

What if your tax bill could drop by thousands—just because of where you live? In this episode, we break down a new tax law being written in Washington that could raise the SALT deduction limit from $10,000 to $25,000. That's big news for folks in high-tax states like California, New York, and even Texas. We explain what this change means, who could save the most, and how it may affect your next tax return. Whether you're a homeowner, a business owner, or just curious about your money, this episode gives you the tools to think ahead and plan smart. No loopholes, no tricks—just a big possible win that most people haven't heard about yet.

Most business owners are paying way more in taxes than they should—and they don't even know it. In this episode, we reveal the #1 mistake that's costing entrepreneurs $10,000 to $20,000 (or more) every single year: picking the wrong business structure. Whether you're an LLC, S-Corp, or C-Corp, your setup could be helping or hurting your bottom line. You'll learn the truth about how each entity is taxed, how to know when it's time to switch, and the exact numbers to watch for if you want to start keeping more of what you earn. If you're running a business and want to stop handing extra money to the IRS, this episode is for you.

What if your money problems aren't just about money? In this episode, we sit down with Shang, founder of Save My Cents and author of Wealth is a Mindset, to explore how your thoughts and feelings about money can shape your financial future. Shang shares her own journey—from growing up in a frugal immigrant household to reaching financial freedom by age 38. We talk about how stress, anxiety, and even childhood experiences affect the way you spend and save. You'll learn why budgeting alone doesn't work if your mindset isn't right—and how to make small changes that really stick. If you've ever felt stuck, stressed, or like money is always a struggle, this episode will give you hope, clarity, and real steps to take today.

What if I told you Harvard's free tuition wasn't about kindness—but taxes? In this episode, we dive into a new bill called H.R.1128 that could cost big schools like Harvard and Yale hundreds of millions in taxes. To avoid the hit, Harvard made a big move: free tuition for families making under $200K. Sounds nice… but it was all strategy. So why should you care? Because this bill is just the beginning. If you're a business owner or high-income earner, the IRS might come for your money next. We'll break down what this new tax rule means, how wealthy families are staying ahead, and how you can protect your income using smart tax moves—just like the Ivy League.

Are you missing out on free money from the IRS? In this episode, we break down the most overlooked tax credits that could put thousands of dollars back in your pocket. You'll learn who qualifies, how to claim these credits, and why most small business owners don't even know they exist. We share real stories—like Lisa, who overpaid $50,000 just because no one told her about these credits. We also explain the difference between tax deductions and credits, why your CPA might not be enough, and how you can fix it fast. If you run a business, this episode could be the easiest way to save big—without working harder.

What if using cash could land you on a government watch list? In this episode, we break down a new rule that forces some businesses to report cash transactions over just $200. That's a huge shift from the old $10,000 limit—and it could affect everyday people, not just criminals. We talk about how this rule started, who it really impacts, and what it means for small business owners, families, and anyone who still uses cash. We'll also show you how to protect your money and your privacy in a world that's pushing us toward digital everything. If you care about financial freedom, you'll want to hear this.   Next Steps:

In this episode, we sit down with Jason Berube from Cornerstone to talk about a topic many business owners ignore—estate planning! Jason shares why planning for the future is key, especially if you own a construction or family business. We cover how to protect your wealth, avoid family fights, and make sure your business doesn't disappear when you're gone. You'll learn simple first steps like checking your beneficiary forms and why having the right team—CPA, lawyer, and financial advisor—makes a big difference. If you've been putting off planning your legacy, this episode is your wake-up call. Don't let taxes and legal messes steal what you've worked hard to build. Tune in and learn how to create a strong plan that protects your family and your future.   Next Steps: ✅ Connect with Jason Berube

Did you just get hit with a huge tax bill—and wonder how it happened? You're not alone. In this episode, we talk about the five biggest tax mistakes small business owners make that can cost you thousands of dollars every year. You'll learn why your CPA might not be saving you money, how the wrong business structure could be hurting your bottom line, and what tax deductions and strategies most people miss. We'll break it down in simple steps, so you can start keeping more of what you earn—legally. If you've been working hard but still feel like your money is slipping away at tax time, this episode is a must-listen.

Are you working hard but still shocked by your tax bill every year? You're not alone—and you don't have to keep overpaying the IRS. In this episode, we'll show you how to keep more of the money you earn by using smart, legal tax strategies. You'll learn the big mistakes most business owners make, why your CPA might not be saving you money, and how the rich pay less in taxes without breaking any rules. We'll also share three powerful tips that could save you tens of thousands of dollars each year. If you're ready to stop feeling stressed at tax time and start building real wealth, this episode is for you.

Are you running a business, or do you just own a job? Too many business owners get stuck in the daily grind, making it impossible to scale or eventually sell their company for real wealth. In this episode, we dive into how to build a business that works without you so you can grow, take time off, and even plan a profitable exit. You'll learn: ✅ The biggest mistake business owners make that keeps them stuck ✅ How to delegate and build systems for growth ✅ Why your business should be a “we” not an “I” ✅ How to prepare for a successful exit and financial freedom If you want to stop working in your business and start working on it, this episode is for you!   Next Steps:

Thinking about selling your business? The 2026 tax changes could cost you big if you don't plan ahead. In this episode, we uncover a little-known strategy that helps business owners sell their companies tax-free while protecting their employees and legacy—Employee Ownership Trusts (EOTs). You'll learn: ✅ Why selling to private equity or a competitor could hurt your business ✅ How an EOT can help you cash out without paying capital gains tax ✅ How to keep your employees, company culture, and vision intact If you're planning an exit, don't wait until it's too late! The 2026 tax reforms are coming fast, and the right strategy could save you millions.   Next Steps:

Are you paying yourself the wrong way? Most business owners take a salary, thinking it's the smart move—but it's actually a tax trap! In this episode, we reveal how the wealthy pay themselves strategically to keep more money and give less to the IRS. You'll learn: ✅ Why salaries cost you more in taxes than you think ✅ How S-Corp owners use distributions to save thousands ✅ Simple tax-free perks that pay for your lifestyle legally ✅ The #1 mistake business owners make with their income If you're tired of losing money to taxes, this episode is for you! Tune in now to discover smarter ways to get paid and start keeping more of what you earn.   Next Steps:

Are you building a business you love—or one that's running you into the ground? In this episode, I sit down with serial entrepreneur and financial expert Taylor Kovar to talk about the real cost of success and how to create a business that actually supports your life (not the other way around). You'll learn: ✅ The 5 money personalities and how they shape your financial decisions ✅ Why some entrepreneurs burn out—and how to avoid it ✅ The secret to growing your business without sacrificing your family or happiness If you're tired of the "hustle at all costs" mindset and want to build a business that fits your goals, this episode is for you! Tune in now, and check out Taylor's book The 5 Money Personalities to learn more.   Next Steps: ✅ Connect with Taylor Kovar at Choose 11 and The 5 Money Personalities

What if the IRS could help pay for your next vacation? Sounds crazy, right? But wealthy business owners have been using this legal tax strategy for years—and now, you can too! In this episode, tax strategist Tiffany Phillips reveals how to turn your travel expenses into business deductions, cutting your vacation costs by 40%, 50%, or even more. You'll learn: ✅ How to legally deduct flights, hotels, and meals ✅ The simple formula to make your trip tax-deductible ✅ Common mistakes that get business owners in trouble ✅ How to structure your travel like the wealthy do Don't keep overpaying for vacations! Tune in now to learn how to travel smarter and keep more of your money. And grab Tiffany's book, Your Biggest Expense, for more tax-saving secrets at yourbiggestexpense.com!   Next Steps:

Tired of QuickBooks? Feeling overwhelmed by bookkeeping? You're not alone! In this episode, I sit down with Lawrence Levinson, VP at Wave Accounting Software, to talk about simple, stress-free accounting for small business owners. We'll break down: Why so many business owners struggle with QuickBooks (and if there's a better option). How to make bookkeeping and tax prep easier – even if you hate numbers. Simple habits that will save you time, money, and stress during tax season. If you're a service-based business, freelancer, or new entrepreneur, this episode is packed with game-changing tips to help you stay on top of your finances—without the headache. Plus, we'll share easy steps to partner with the right accountant and get the best financial support for your business.   Next Steps: ✅ Connect with Lawrence Levinson on LinkedIn

Are you drowning in to-do lists, working long hours, and still feeling like you're falling behind? The truth is, trying to do everything yourself is holding your business back! In this episode, we dive into the power of outsourcing and why smart entrepreneurs delegate to grow faster. Guest expert Addie shares how she built a thriving business by outsourcing early—and how you can do the same. You'll learn: ✅ The first tasks you should outsource ✅ How to find and hire the right virtual assistant ✅ Why letting go will actually make you more money If you're ready to free up your time, scale your business, and avoid burnout, this episode is a must-listen!   Next Steps: ✅ Connect with Abbey Ashley

What if you've been giving away thousands of dollars to the IRS—without even realizing it? In this episode, we uncover the shocking truth: The tax code isn't designed to take your money; it's designed to help you keep more of it! You'll learn why business owners have massive tax advantages, how small tweaks can save you thousands, and why tax strategy is the secret weapon of the wealthy. Plus, I'll share real-life success stories of people who legally slashed their tax bills. If you're tired of overpaying and ready to start using the tax code to your advantage, this episode is a must-listen. Don't let another year go by without a plan—tune in now and start keeping more of your hard-earned money!   Next Steps:

Are you really saving money by doing your own taxes and accounting? Or could you be making costly mistakes without even knowing it? In this episode, we dive into the pros and cons of DIY taxes, the common traps business owners fall into, and how small errors can lead to big tax bills. I'll share real-life examples of DIY tax mistakes (including one that cost a business owner thousands!) and explain when it's time to bring in a professional. Plus, if you're looking to hire a CPA, I'll walk you through the right questions to ask to find the best fit for your business. If you've ever wondered whether you should handle your own taxes or hire help, this episode is for you! Don't forget to grab my free CPA hiring checklist—the link is in the show notes. Tune in now!   Next Steps:

Are you paying more for business insurance but getting less coverage? You're not alone! In this episode, we dive into the insurance crisis that's leaving business owners exposed to huge risks. Tiffany talks with Van Carlson, CEO of SRA 831B Admin, about a smarter way to protect your business. Van shares how traditional insurance is changing and why many claims are getting denied. He also explains how business owners can take control of their own risk and use tax-advantaged strategies to build a safety net. If you're tired of overpaying for insurance and feeling unprotected, this episode is a must-listen! Learn how to safeguard your business, lower your taxes, and stop relying on broken systems.   Next Steps: ✅ Connect with Van Carlson

Want to grow your business and maybe even sell it for millions? In this episode, I sit down with Eric Malka, the entrepreneur who built The Art of Shaving from scratch and sold it to Procter & Gamble. Eric shares the hard truths about scaling, why most businesses fail, and how to build a strong foundation for long-term success. We dive into the biggest mistakes small business owners make, the key principles that stand the test of time, and why slowing down at the start can actually help you grow faster. Plus, Eric reveals how great leadership and strong processes make all the difference when scaling a company. If you're dreaming of building a business that lasts—or even one day selling it—this episode is packed with insights you don't want to miss.

Are you about to sell your business or real estate and worried about a massive tax bill? In this episode, I reveal a powerful tax strategy I've never shared before—one that can help you legally defer capital gains taxes and keep more of your hard-earned money. A Deferred Sales Trust is a smart alternative to a 1031 exchange, allowing you to reinvest the full sales price instead of handing a big chunk to the IRS. Whether you're a business owner, real estate investor, or stockholder, this strategy can help you grow wealth while managing taxes wisely. I break down how it works, the key benefits, common myths, and real numbers to show you how much you could save. If you're selling a high-value asset soon, this could be a game-changer!   Next Steps: