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The Brand Blueprint - Navigating Tax Season and Building Wealth | Insights from Patrice Malloy, The Affluent CFO
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In this episode of 'The Brand Blueprint,' host Dana Ammons welcomes Patrice Malloy, also known as the Affluent CFO and the Financial Theory, to discuss essential financial strategies for founders, particularly around tax season.
The conversation covers a range of critical topics including the importance of year-round tax planning, favorite tax saving tips, managing crypto investments, the value of proper business structuring, and the necessity of tracking documentation.
Furthermore, Patrice stresses the need for proactive retirement planning and the complex considerations surrounding business valuations and investments. This episode provides a wealth of practical advice aimed at helping founders optimize their finances, reduce tax stress, and build wealth.
00:00 Welcome to the Brand Blueprint
00:09 Introducing Patrice Malloy: The Affluent CFO
00:18 The Importance of Tax Preparation
01:39 Rapid Fire Q&A with Patrice
02:04 Surprising Tax Facts and Tips
03:40 Crypto and Taxes: What You Need to Know
07:01 Advice for Founders Facing Financial Challenges
10:44 Setting Up Your Business Finances
13:26 Leveraging Business Credit
16:04 Overlooked Tax Deductions
19:46 Retirement Planning for Entrepreneurs
23:20 Understanding Quarterly Taxes
24:07 Understanding Payroll and Quarterly Taxes
25:17 Choosing the Right Business Structure
28:02 Common Tax Filing Mistakes
35:35 Handling Investments and Valuations
44:38 Preparing for Tax Season
46:02 The Importance of Professional Tax Services
47:24 Conclusion and Contact Information
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