UA-170695639-1 Tax Strategy for Veterinarians with Jamie O'Kane - The Veterinarian Success Podcast

Episode 74

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Published on:

14th Feb 2021

#74 Jamie O'Kane, CPA, CTC - Strategy & Advice on Taxes

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.

Jamie's LinkedIn

Abundant Beans Tax & Accounting

The Abundant Beans Podcast

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡ www.vincerewealth.com