Dawn talks with Chase Insogna, founder of Insogna CPA, a highly successful Austin, Texas-based CPA accounting firm. What makes Chase and Insogna CPA different from other accounting firms and investment advisors is that he works with business owners to build their wealth while they’re building their businesses. Dawn and Chase talk about tax strategies and some things to consider.
In this episode…
Who is Chase Insogna and whom does he serve? (00:59).
Do you think we're missing out by only talking to our accountants once a year? (2:01)
Why do we need to strategize for taxes? (4:42)
How do tax strategies impact your cash flow and decisions about loans in today's economy? (7:42)
Optimize financial decisions and minimize expenses by monitoring business trends monthly, such as adjusting payroll to match changing circumstances. (11:04)
In an inflationary environment, it's crucial to focus on gross and net margins by managing costs, adjusting prices, and optimizing expenses.(13:45)
Is relying on selling your business as a retirement plan realistic, given that 85% of businesses don't sell as expected? (15:54)
Having regular, strategic planning sessions with your accountant to adapt to changing business dynamics can save you a lot of money. (21:39)
Chase Insogna’s Information.
Website:https://insognacpa.com/
Linkedin:https://www.linkedin.com/in/chase-insogna-cpa-cgma-4182539/
Twitter/X:https://x.com/InsognaCPA
YT: https://www.youtube.com/@insognacpa7527
IG:https://www.instagram.com/insognacpa/
FB: https://www.facebook.com/InsognaCPAs
Yelp: https://www.yelp.com/biz/insogna-cpa-austin-6
Thanks for listening. If you liked what you heard and want more, please visit and subscribe:
Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP
Follow us on Instagram https://www.instagram.com/dawnkkennedyxo
Follow us in Tiktok: https://tiktok.com/dawnkkennedy
For weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com
Dawn’s Website: https://dawnkkennedy.com/
Links and Freebies: https://dawnkkennedy.com/resources
Order Dawn’s book, The Profit Accelerator for Small Business ...
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com