CEO Moms Building Wealth: Tax Strategy for Female Service Providers

Today's episode is all about taking the leap of faith that can change your life. CEO Mom Diana Gleason shares all the ins and outs of moving her family from New Jersey to Florida to pursue a better quality of life. Facing her fears and going against the expectations of those closest to her, Diana proves it's never too late to chase your dreams. Tune in to learn how she navigated this major transition and maybe it will make you reconsider the boundaries you've set for your own life!

Links: 

Website: www.dianagleason.com

Instagram:  @dg.consulting.services

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Today Kimberly chats with Instagram marketing expert, Holly Hillyer. Holly shares her CEO Mom journey with a deep dive into the realities of starting, running, and scaling an online business. Holly openly shares the systems in place to help her maintain a healthy balance between her business and personal life. You won’t want to miss the tips she shares on how she built her businesses using social media, create a strong relationship with her community, and the changes she makes in her business to align with the changing phases of her life. 

Links: 

Website: www.sevenstrong.com

Podcast: The Seven Strong Podcast

Instagram: @Sevenstrongco

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Picture this: you just enrolled your child in pre-school and think “How am I going to help them pay for college?!” Maybe it’s not quite that bad, but you would be in good company if thoughts of your child’s financial future cross your mind with any regularity! Today Kimberly is sharing her amazing insights as well as her own personal choices when it comes to saving for your child’s future educational expenses. There are four major options that she breaks down into pros and cons. So grab your notebook, turn up your volume, and get ready for this jam-packed episode!

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

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Today’s guest is Lynsey Mahoskey, a social media coach, agency owner, and mother who is juggling her successful business while raising two young kids. Lynsey walks us through her business evolution while sharing her insights on managing a 9-to-5, her own business, and a family. Lynsey has had unique experiences as an introverted CEO Mom and provides tips on how to shine authentically online. Your kids might get to see a silly side of you but that doesn’t mean you don’t have to hide that identity online!

Links: 

Website: heyitslynsey.com 

Podcast: Confident Content Creators

Instagram: @heyitslynsey 

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

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What if you could gain more time, unlock joy, and create efficient systems in your business? In this episode, Selina Johnson, Chief of Team Simplicity, joins us. With 20 years of experience under her belt, she shares her insights on team building, delegation, and creating empowered work environments. Listen in as Selina shares with Kimberly her journey of redefining success with a powerful delegation strategy. It's more than just a conversation, it's a game-changer that might just redefine the way you handle your business as a CEO Mom. 

Links: 

Website: http://www.selinajohnson.com/ 

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

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

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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

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

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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 

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

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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

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

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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

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

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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 

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

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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!

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

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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

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

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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 

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

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

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

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.

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

We've chosen to shake things up a bit. In the spirit of broadening perspectives and challenging the status quo, today’s episode features a non-mom guest, Lauren Felter (or simply, Felter). She is a successful entrepreneur, esteemed designer, and a noteworthy design educator for non-designers. Now, before you question why we have chosen a "non-mom" , let me tell you – this episode is surprising in the best possible way. Through sharing her journey, Felter provides valuable insights on preparing for a personal and career shift that possible future parenthood might bring. Her reflections on readiness, anticipation, and practical planning for a significant life change bring forward key considerations many of us grapple with. Plus, we delve into failed launches, rebounding with a profitable pivot, and the power of market research in business. 

Links: 

http://felterunfiltered.com/

https://www.instagram.com/felter.unfiltered/ 

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

Join Kimberly as she talks with the talented Catherine Guidry, a mom and successful wedding photographer. Cat shares her journey of balancing a vibrant career with motherhood, and the fear and uncertainty that comes with it. From learning to set strong boundaries to experiencing backlash because of her maternity, Cat's story offers valuable lessons on resilience and the power of passion. You won’t want to miss this episode!

Links: 

http://catherineguidry.com/

https://www.instagram.com/catherineguidry/

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

How many times has the beginning of the year rolled up and found you in a frenzy trying to gather paperwork, crunching numbers, and scrambling to find a tax professional? How often have you found yourself second-guessing whether you have all the information you need or if you hired the right professional? Trust me, this hits close to home for most of us. In this episode, Kimberly spills the beans about how you can navigate this decision with confidence and what to look for in a professional.

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

Today Kimberly and Emily Conley are chatting about switching on and off between business and motherhood roles. It is definitely a challenge that needs mastering. Being a mom and a business owner can allow you to enjoy the best of both worlds; being able to creatively fulfill and financially impact your family while also spending quality time with your kids. Emily is a copywriter, strategist, and teacher who helps her clients find the perfect words to show off their value and voice. She's all about helping business owners make more money and serve more dream clients in a way that feels aligned and empowering.  

In today’s episode, Emily shares how having a dedicated workspace at home can create a much-needed separation between work and relaxation/home time. Also being confident enough to set personal goals and boundaries goes a long way in achieving work-life balance. Another insight Emily gives into her business mindset is to not worry too much about the future, as most things will resolve themselves with time. You won’t want to miss this episode!

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/

Website: https://www.taracpafirm.com/

In this episode Kimberly is sitting down with Toree McQueen. Toree is a Realtor, TM Home Team Leader, Entrepreneur, Podcaster, wife and Mother to 5, and a bold dreamer always on a mission to turn nothin’ into somethin’! You won’t want to miss this episode as we talk about the importance of maintaining self-checks and ensuring your reasons behind doing certain tasks are genuinely for you and your brightest future. 

Links: 

toreemcqueen.com

Instagram - @toreemcqueen

Work Better Podcast

The Friends Club

Grab our new ebook: 205 Tax Deductions that will save you money (and 7 that won't!)

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Website: https://www.taracpafirm.com/