259. 5 Tips So Taxes Don't Keep You Up at Night, with CPA Tatiana Podel

 
 
 
 

With finances, I still have blocks (listen to the intro) preventing me from fully feeling comfortable and empowered when it comes to things like tax planning, KPIs, and projections.

I’ve learned through conversations with wedding pros and my own real life experiences that overwhelm can lead to avoidance, so my goal is to make conversations like this one easy to digest and not something you run the other way while covering your ears.

Because as business owners, we really can’t do that. Fortunately, today’s guest Tatiana Podel is someone who explains everything in a way that anyone can understand. 

Common Tax Deduction Guide


(00:00) Getting kicked out of my MBA finance class
(04:00) "It truly does not have to be very complicated." + Tip #1
(13:40) Tip #2 - Budgeting and forecasting
(24:00) Tip #3 - Outsourcing and delegating
(30:40) Tip #4 - Understanding your KPIs
(35:00) "Don't spend $1 to save 25 cents."
(37:30) The tax bill is never that big...unless you're surprised by it


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This episode is brought to you by The Planner's Vault, my online membership site for wedding planners who are hungry to grow, ready to hustle, and actively seeking community and education. In the vault, there are guest experts on many topics relevant to growing and cultivating a successful event planning business with new content added consistently, plus all of my templates that I have built out over the years, like How to Get on Preferred Vendor Lists, The Client Experience, and more. The mission with the vault is to elevate the industry (along with some amazing experts and fellow entrepreneurs) and I want it to be affordable so it's possible to stay invested in the community and yourself for the long haul.

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Hosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.

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260. Unraveling and Walking Away from Entrepreneurship, with Inez Ribustello

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258. Top 3 Priorities for Booking Season Success (+ Bonus Training!)