This week, I had the privilege of interviewing Monica Hodgson-Daniels, an expert in financial planning, taxation, and a current CEO Table member. Monica brought a wealth of experience to the discussion, stressing the significance of meticulous record-keeping and strategic tax planning for businesses on the rise. With a background deeply rooted in finance, she offered valuable insights into navigating negotiations with tax authorities like the IRS and leveraging maximum tax benefits. Monica's message resonated with resilience, urging entrepreneurs to persevere through tough times by leaning into self-belief and determination.
Episode Highlights:
Introduction and Overview 00:00
The Love for Taxation and Helping Clients 05:45
Maximizing Tax Write-Offs and Understanding the Tax Code 11:11
Working with Clients in a Growth Trajectory 16:08
Technical Difficulties and Conclusion 26:21
Resources Mentioned:
Financial Needs Analysis - Email at monica@garnettandgold.com
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Guest: @hodgsonmonica
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