Venturing off the beaten path can feel daunting, especially when it comes to something as important as your finances. Many of our new members share the same hesitation: if nobody they know works with a tax strategist, why should they?

In this episode, we’ll explore why separating from the herd can be a powerful move. Hear the story of how Bob saw the massive gap in tax planning for small and medium-sized business owners and chose to take a different route. And learn why stepping away from the norm can lead to far better outcomes.

 Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

 Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

 It’s a common frustration: you ask your CPA about a tax-saving strategy, only to be met with skepticism, resistance, or a downright no. If they’re the expert, why aren’t they helping you save more? In this episode, we tackle the disconnect between tax preparation and tax planning - and why your CPA may not be equipped to maximize your savings.

Learn why most CPAs focus on filing taxes instead of strategizing to lower your tax liability and how this difference is costing you greatly. We’ll share why proactive tax planning is critical and what you can do to put an end to paying so much of your hard-earned income to the government.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

 
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Running a successful medical practice takes more than excellent patient care—it requires strong business fundamentals, too. Unfortunately, many doctors were never taught these skills. In this episode, we’re diving into how we help our members not only save on taxes but also optimize their practices for peak performance. 

Discover the strategies we use to help doctors enhance efficiency, boost profitability, and increase the value of their business for a successful eventual exit. Whether you’re early in your career or thinking about succession, this episode will provide insights to help you build a thriving practice that’s positioned for long-term success.

Value Builder Questionnaire: https://score.valuebuildersystem.com/the-free-founder/joe-arioto

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

 Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this brief episode, we look at the facts around offshore accounts. Are they really the tax-saving solution they’re often made out to be? We explain what offshore accounts are, explore their perceived benefits, and highlight the risks and compliance headaches they can create.

 Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Real estate often comes up in conversations with our prospects, and for good reason—it’s a powerful tool for building wealth and reducing taxes through strategies like depreciation. But is real estate always the best fit for your financial goals? In this episode, we explore the different types of real estate investments and break down the pros and cons of each. 

Tune in to learn how real estate can fit into a comprehensive financial plan.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

As a doctor, you start your career in a unique financial position—often with significant debt and compressed earning years. This can lead to a rush of big purchases once the paychecks start rolling in. But is your money mindset working for or against you?

In this episode, we explore the difference between scarcity and abundance mindsets and why knowing where you stand on that spectrum is crucial. We discuss the importance of aligning your financial decisions with your goals and values, and how our Freedom Roadmap conversations can help you identify tangible goals to move confidently toward financial freedom.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode, we unravel the often-overlooked tax implications of buying, selling, and holding cryptocurrency. While crypto has become a trendy and exciting asset class, it comes with unique tax challenges that could impact your financial health. 

Tune in to learn how crypto transactions affect your federal taxes, whether it’s the right investment for you, and what steps you can take to stay compliant and informed.

 Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

 Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode, we dive into the powerful role fear plays in our financial decisions - especially around taxes. Many prospective members come to us wary of tax strategies, convinced that saving on taxes might be risky or even illegal. But here’s the truth: the IRS intentionally builds the tax code to help businesses thrive.  

We unpack the roots of this fear, how it holds us back, and why the unknown should be an invitation to learn rather than a barrier that holds us back. Join us as we discuss how to reframe skepticism, overcome hesitation, and make smarter financial decisions. 

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

In a world full of investment options - real estate, stocks, business ventures, etc. - it’s easy to get lost in the noise and wonder where to invest your money.

 In this episode, we explore why a tailored plan is crucial and how what works for one person may not work for another. We’ll discuss the value of asking questions (even the ones that might feel “dumb”) until you fully understand the investment at hand. Your financial future is worth the extra clarity. Join us as we break down the key elements of navigating today’s investment landscape with confidence and purpose.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

 Learn how we can help you: https://www.terrafirmaconsultant.com/ 

In this episode, we discuss the importance of “beginning with the end in mind” when it comes to your career or practice as a doctor.  

Having a clear vision for your future not only helps guide your decisions but also ensures that you’re working toward something meaningful. Without a plan, you risk reaching the end of your career realizing you don’t have enough or should have done things differently. 

We’re here to help doctors like you gain clarity on your goals and create a strategic plan to achieve them. Listen in as we explore why a well-defined vision is the key to a fulfilling and successful career.

Endgame Ebook: https://score.valuebuildersystem.com/landing/the-endgame-ebook/bb187b99-b88c-4057-bce1-611f6c217d24

Value Builder Questionnaire: https://score.valuebuildersystem.com/the-free-founder/joe-arioto

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

 Learn how we can help you: https://www.terrafirmaconsultant.com/