Common Tax Planning Pitfalls & How to Avoid

In this episode of the Mindful Millions podcast, host Cristina Perez and guest Julia Carlos discuss the intersection of financial literacy, accounting, and tax planning. They explore the journey of becoming an accountant, the importance of financial literacy, and the various tiers of financial planning. The conversation delves into common tax planning pitfalls, the significance of entity structure, and the psychological barriers that small business owners face. They emphasize the need for collaboration with financial professionals and provide actionable steps for small business owners to improve their tax planning and financial management.

Connect with Julia Carlos:

https://summitadvisorsoc.com/

https://westernpremiercoaching.com/

Office Phone - [phone]

Work with Cristina:

Ready to take the next step in aligning your finances with your values? Visit mindfulmillions.co to learn more and connect with Cristina.

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