Category: Business

Arthur Cohen discusses the importance of policy review in insurance planning. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-policy-review/   Regular policy reviews are essential to ensure that insurance policies are in line with current life circumstances and needs. Arthur Cohen, founder of Arthur Cohen Insurance, discussed that policies such as life insurance, long-term care insurance, and retirement planning should be reviewed every three to five years. Arthur stressed the importance of reviewing policies to ensure they match the individual’s stage in life. Life circumstances evolve, including…

In a recent episode of The Treatment Room podcast, Danielle Hayden, CPA and co-founder of Kickstart Accounting Inc., gave her best advice for small business owners who want to take control of their finances and taxes. In the interview, Danielle emphasized the importance of separating business and personal expenses to avoid legal issues and overpaying taxes. She also advised business owners to closely track all of their business expenses to be better prepared for tax time. “As a business owner, you have to advocate for yourself. We allow CPAs to…

Cash Flow Hacks Podcast Welcomes Stephanie Georgakopoulos to Discuss the Power of Trusts for Everyone.

Samuel Dixon discusses maximizing your legacy: tax-efficient planning for future generations. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/  Taxes in retirement are a crucial aspect that is often overlooked but can have a significant impact on wealth preservation. In a podcast episode featuring Samuel Dixon, the co-founder of Oxford Advisory Group, it was emphasized that many individuals tend to neglect taxes in retirement without realizing the potential wealth that could be lost each year due to tax implications. Samuel stressed the importance of considering taxes with…

Danielle Hayden of Kickstart Accounting Inc. was recently featured on the popular “Oh Shoot” podcast hosted by Cassidy Lynne.  Kickstart Accounting specializes in supporting female entrepreneurs, especially women, as they build their businesses. During the insightful conversation, Danielle not only shared her strategies but for financial empowerment, goal-oriented budgets, and investment in growth, all of which are crucial for entrepreneurial success. “We tend to look at our numbers for tax purposes only,” she explained. “But I’m here to help every business owner get out of that cycle so that we’re…