So grateful for the "Rockstar" mastermind I get to be a part of! Last week we met up in Park City for two days to discuss tax strategies, customer service, running better firms, and to have a lot of fun! I'm feeling encouraged, refreshed, and re-focused!

I am excited to announce that after two years proudly carrying the CTC (Certified Tax Coach) designation, I have earned the next level: 𝗖𝗧𝗣 – 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 with the AICTP! This is the result of experience + creating tax plans & saving clients money!

Honored that I got to speak at the 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗟𝗮𝗻𝗰𝗮𝘀𝘁𝗲𝗿 𝗖𝗵𝗮𝗺𝗯𝗲𝗿'𝘀 𝟮𝟬𝟮𝟱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝘅𝗽𝗼 where I led a session on budgeting & cash-flow. The two most discussed questions\topics that members had: 1) 𝘩𝘰𝘸 𝘵𝘰 𝘥𝘦𝘢𝘭 𝘸𝘪𝘵𝘩 𝘴𝘭𝘰𝘸 𝘱𝘢𝘺𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴, and 2) 𝘢𝘴 𝘢𝘯 𝘰𝘸𝘯𝘦𝘳 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘥𝘰 𝘐 𝘴𝘦𝘵 𝘢𝘴𝘪𝘥𝘦 𝘦𝘢𝘤𝘩 𝘮𝘰𝘯𝘵𝘩. Thank you SLC!

I'll be speaking at the 2025 𝘚𝘓 𝘊𝘩𝘢𝘮𝘣𝘦𝘳 𝘰𝘧 𝘊𝘰𝘮𝘮𝘦𝘳𝘤𝘦'𝘴 𝘗𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘋𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘊𝘰𝘯𝘧𝘦𝘳𝘦𝘯𝘤𝘦 on 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 & 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀.

Learn more & register: lnkd.in/eXj22Kqp

👶𝘊𝘩𝘢𝘯𝘨𝘦𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘊𝘩𝘪𝘭𝘥 𝘛𝘢𝘹 𝘊𝘳𝘦𝘥𝘪𝘵 𝘶𝘯𝘥𝘦𝘳 𝘵𝘩𝘦 "𝘖𝘯𝘦 𝘉𝘪𝘨 𝘉𝘦𝘢𝘶𝘵𝘪𝘧𝘶𝘭 𝘉𝘪𝘭𝘭."🪙

Just about everyone is a fan of the Child Tax Credit (CTC), and thanks to "One Big Beautiful Bill", there are a number of changes that are now effective:

On 8/28 I had the privilege of presenting on a Webinar on the Work Opportunity Tax Credit. Watch the replay to learn how your business can get free money just by hiring from specific target groups: linkly.link/2Exqz

I've been posting recently about ways to defer capital gains taxes, and wanted to add in one more post on Deferred Sales Trusts: linkly.link/2Dwj5

💵 One new hire could mean thousands in tax credits.

The IRS likely awarded $2.9–$4.7B in 2023 alone! With the WOTC expiring after 2025, don’t miss out. Join us Thurs, Aug 28 for a free webinar on who qualifies, how much you can save & steps to take 👉 scjobs.co/webinar

My 3 Favorite Ways to Defer Capital Gains: Qualified Opportunity Zones | Part 3 of 3 linkly.link/2DmzN

I was honored that Skyler Fleming had me on "𝗠𝗼𝗻𝗲𝘆 𝗧𝗮𝗹𝗸" recently.
I got to share real strategies for planning taxes year-round. I hope you'll take a listen!

Listen on your Favorite Podcast Platform: lnkd.in/d6dP86PK
Watch on YouTube: lnkd.in/dNDxQQUQ

💰Want a cut of $𝟰.𝟳𝗕𝗶𝗹𝗹𝗶𝗼𝗻? - The 𝘞𝘰𝘳𝘬 𝘖𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘛𝘢𝘹 𝘊𝘳𝘦𝘥𝘪𝘵 is a tax credit for hiring certain target groups. In 2023 the IRS estimates they gave out $4.7B! Join me on Aug 28 for a free webinar to show businesses how they can take advantage of this credit!

Register at: scjobs.co/webinar

$𝟰.𝟳𝗕𝗶𝗹𝗹𝗶𝗼𝗻 - That's the estimated amount of the Work Opportunity Tax Credit awarded in 2023. Want to learn how your business can get some of that in 2025?

I am honored to join Second Chance Jobs to present at this free webinar!

Register at: scjobs.co/webinar

Great summary of the most impactful changes in the Big Beautiful Bill Act (HR1) (CNBC: bit.ly/3TUzKZf)

🚀 𝙎𝙚𝙘𝙩𝙞𝙤𝙣 179: 𝙏𝙝𝙚 𝙐𝙡𝙩𝙞𝙢𝙖𝙩𝙚 𝙎𝙢𝙖𝙡𝙡 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙒𝙧𝙞𝙩𝙚-𝙤𝙛𝙛🚀
Under IRC §179, you can immediately expense (i.e. write-off) up to $1,2MM of qualifying business property—no waiting to depreciate it over numerous years. It’s extremely helpful for cash flow and for growth.

Here's one of my favorite client testimonials I got after our first time working together.

If you'd like a copy of my 𝟳 𝗧𝗮𝘅-𝗦𝗺𝗮𝗿𝘁 𝗠𝗼𝘃𝗲𝘀 for business owners to learn some of the ways I was able to help them, just comment👇 or DM me.

This week I am away with my family at Hills Creek State Park. Looking forward to some good hikes. This was taken on the Pine Creek Rail Trail.

As cliched as it is, I'm a big fan of the Eisenhower Matrix as a time management technique. What helps you organize your day?