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February 26, 2024 54 mins

Had an amazing conversation with Courtney Epps, a tax strategist, international speaker, and author of the best-selling books “More Relaxing Less Taxing” & “What’s Your Plan B?” She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets the firm apart is the tax strategy that it offers to clients, as the focus is not just on preparing returns but on freeing up money legally, morally, and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start-ups to $100 million companies.

Her TED Talk, "Why you would be brain dead not to own a business," is so eye-opening and helpful if you have not watched it. The average household is going into debt of $4k per year to work 40 hours a week, 50 weeks a year to take 2 weeks of vacation. It is imperative that we learn how to keep more of our hard-earned money so this does not continue to happen. As tax is our number one expense, we must do everything legally, morally, and ethically to reduce our tax liability so that we can get ahead in life. The best way to do that is to move into the tax system that was created for the wealthy, the business owner tax system. 

Courtney shares her transformational journey from chronic illness to healing and helping thousands of children through innovative tax strategies. Learn how to maximize deductions for medical expenses, home offices, travel, and more. Discover opportunities to structure your business for charitable giving while saving substantially on self-employment taxes. Serena and Courtney will inspire you to turn your passion into a purpose-driven enterprise and free up resources to support important causes. Don't miss this opportunity to learn from two successful entrepreneurs who overcame adversity through education, mindset shifts, and giving back.

(00:00) - Intro

(02:37) - Meet Courtney Epps: tax strategist and international speaker

(04:15) - Understanding the two tax systems

(05:38) - Courtney's personal health journey

(09:37) - The impact of nutrition on health

(13:40) - Turning personal pain into a mission

(13:40) - The financial struggles and triumphs of a business owner

(15:11) - The benefits of having a home-based business

(20:33) - How to make your personal life tax deductible

(28:20) - The journey from surviving to thriving

(28:57) - Transitioning into a social business

(30:01) - Understanding tax deductions in business

(31:40) - The impact of income and cost of living on American families

(32:33) - The importance of quality nutrition and health

(33:24) - Creating income through a home-based business

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