Learn not only about what tax strategy really is but how to use it to your advantage as a CEO Mom. Today Kimberly shines light on the differences between tax preparation, tax planning, and tax strategy, stressing how understanding these can lead to smarter business decisions. With step-by-step examples, she makes the complexity of taxes easy to understand. She emphasizes that planning for taxes shouldn't be a reactive process but rather a proactive strategy. In an episode you can’t miss, you’ll get wealth of knowledge to help you build your financial wealth! 

Links:
Episode 65

Episode 74

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Connect with Kimberly on Instagram: @kimberlytaracpa

Ever held a business meeting with a sick toddler on your lap or rescheduled an important call because your kid took a tumble? On this episode, Kimberly is joined by Kaitlin Cuevas, a fellow CEO mom and founder of Think Happy Co. They explore the realities CEM Moms face with making the plans, the reschedules, and the messy in-betweens. Kaitlin also shares the story behind her book, Think Happy, and how motherhood has been leading her to write a second edition! You won’t want to miss this episode!

Links: 

Website: thinkhappyco.com 

Podcast: The Think Happy Podcast 

Instagram: @thinkhappy_co 

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

Today’s episode is a little different, but as a fellow CEO Mom, you have to make the most of the time you have! Emily Gorrie joins Kimberly as they record an episode across their two podcasts. At the time of recording, Emily was awaiting the birth of her second child. She and Kimberly discuss the unique challenges they face, the power of community, creating balance, and defining personal success. Immerse yourself in a powerful conversation about motherhood, trust, and accepting our own unique paths. 

Links: 

Website: www.emilygorrie.com 

Podcast: Project: Mom

Instagram: Projectmompodcast

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

Start the year informed and empowered! Dive in with Kimberly as she breaks down the 2024 Estimated Income Tax Penalty change. Perfect for CEO Mom service providers or anyone with additional income, Kimberly explains why this adjustment is such a big deal, and gives easy-to-understand examples of how this new regulation can affect you and your pocket. You won’t want to miss her expert tips on how to avoid dreaded penalties!

Links:
- IRS website to make payments (https://irs.gov/payments)
- Quarterly Tax Calculator
- Episode 29 for more education on quarterly estimated tax payments

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

Kimberly recently sat down with Dorie Howell, a successful business owner, passionate photographer, coach and podcast host. Dorie had a lot of insight to share on how she navigates the ever-evolving world of entrepreneurship, all while balancing the demands of being a mom. She and Kimberly chatted about how her business had to adapt as her daughter grew older and how she realized teenagers need their parents just as much – if not more – than when they were little ones. How does she balance it all? Pull up a chair and turn up that volume!

Links: 

Website: http://www.doriehowell.com 

Podcast: https://www.harmonyhangout.com/focal-points-podcast 

Instagram: https://www.instagram.com/thedoriehowell 

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

Today Kimberly is reflecting on 2023 and looking at what's to come for 2024 both personally and professionally. She shares her particular mix of methods to prepare you for the coming uncertainty. And for the first time, Kimberly selects not one, but two 'Words of the Year.' What are they, and why did they top her list? You’ll just have to listen to find out and maybe  even get inspired to choose your words!

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Connect with Kimberly on Instagram: @kimberlytaracpa

Join Kimberly as she dives into something essential for any business owner - understanding the difference between accrual and cash-basis financials and how these two different types of statements can significantly impact your business decisions. Don't miss out on Kimberly’s guide you on who to hire, when, and why to make your 2024 business goals achievable and stress-free!

Links: S-Corp Podcast

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

Kimberly recently sat down with Kelly Sinclair, podcast host and founder of Entrepreneur School. It can be difficult to feel satisfied with the season your business or family are in. Kimberly and Kelly talk about how important it is to remember that success is subjective and you define that for yourself. You can never recreate the years your children are experiencing now. Finding the right balance without resentment is key!

Links: 

Website: http://www.ksco.ca 

Podcast: https://entrepreneurschool.ca/podcast/ 

Instagram: instagram.com/ksco_kelly 

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

In this episode, Kimberly is joined by Lauren Loreto, the founder and agency owner of Brand Good Time. She shares her journey from prioritizing business to embracing motherhood in an unexpected twist of events. Her ways of recording her child's milestones so she can still be present might just have you opening up a Google Doc! A conversation rich with insights for moms building their wealth, you don't want to miss this one!

Links: 

LinkedIn: Lauren Loreto

Website: brandgoodtime

Podcast: She’s Busy AF

Instagram: brandgoodtime

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa

Can you create magic for your kids without overspending this holiday season? Today Kimberly is talking about redefining the holiday experience for her family. She shares about money, gift-giving strategies, and creating impactful holiday experiences for her family - beyond material possessions. Whether your funds are tight or you're just looking to scale back and focus on what truly matters, this episode is for you. Tune in and you might just find new ways to make the season special for your children without emptying your bank account.

Get your VIP ticket for the KEEP MORE MONEY CHALLENGE: https://taracpafirm.com/challenge

Connect with Kimberly on Instagram: @kimberlytaracpa