In this episode, I'm joined by Jamie O'Kane, CPA, CTC owner founder of Abundant Beans Tax & Accounting, and the host of The Abundant Beans Podcast. Jamie shares why tax strategy and goals matter most when ensuring your money is working for you and NOT against you. We discuss the following:
- The most common questions she is getting today.
- What does confidence look like in a tax strategy.
- Why goal planning matters in tax planning.
- The difference between a tax planner/strategist and someone who does your tax return.
- 1099 vs. W2 and the planning opportunities.
- Start-ups vs. acquisitions for veterinarians.
- The all-important questions - What's the best LLC or S-Corp?
- Retirement plans in a clinic and how to think about them.
- Her thoughts and interest in cryptoassets.