Tax Strategy 101 with CPA Deborah Daniel

Entrepreneur and CPA Deborah Daniel breaks down the “Big, Beautiful Bill” and what it means for your money - especially if you’re a small-business owner. We cover winners and gotchas (QBI made permanent, 100% bonus depreciation, senior standard deduction increases, tip income exclusions), plus practical plays you can act on now: choosing the right entity (LLC vs. S-Corp), hiring your kids, the “Augusta Rule” home rental, timing Roth conversions, harvesting gains/losses, and why proactive tax strategy (not just tax prep) helps you keep more money.
 
Deborah's bio:
Deborah brings over 3 decades of experience as founder and CEO of Charter Accounting and Tax Service – a CPA firm based in Atlanta Georgia with clients all over the country. Deborah brings a unique blend of financial expertise, real world authenticity and practicality to help her clients really understand and master the whole money equation. Her goal is to help clients Make More Money, Keep More Money and Grow More Money.

Through her platform at WomensWealthSecrets.com she covers all of the money and financial aspects of both business and personal finance- from teaching individuals financial confidence up to helping her small and medium size business client’s scale past the 7 figure mark. Deborah is a speaker, author of 100 Innovative Ways to make more Profit and the soon to be released “Women’s Wealth Secrets” and host of the podcast show “Money Without Limits”. Deborah’s goal is to change the Money conversation especially for Women --to support her belief that when one of us prospers, we all do.

Resources + replay: DeborahDaniel.com

For more awesome episodes visit our podcast website at [email protected]

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!