42 min
Financial Planning and Retirement for Venue Owners | The Venue RX The Venue RX
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- Education
In this week’s episode of The Venue Rx podcast, our host Jonathan Aymin sits down with Brandon West, CPA and Co-Owner of 77 Financial Group. They cover the importance of separating funds owed to vendors from taxable income, advocating for the safety of a high-yield savings account over riskier options like stocks or cryptocurrency. Additionally they discuss tax planning and retirement, and touch on the needs of venue owners considering succession and what that planning process entails.
About Our Guest:
Brandon West is a certified CPA based in California, specializing in tax matters for individuals and small businesses. He earned his degrees in Accounting and Finance from Point Loma Nazarene University. Initially, Brandon gained valuable experience at CBIZ, one of the nation's top ten accounting firms. However, driven by a desire for more direct client engagement and business development opportunities, he established his own practice.
Today, Brandon's clientele spans across 8 states and encompasses individuals, LLCs, S Corporations, C Corporations, and Sole Proprietorships. He is deeply passionate about supporting his clients' growth journeys, offering expert guidance through the intricate landscape of tax regulations.
Find Him Here:
Email: brandon@77financialgroup.com
Website: https://www.77financialgroup.com/
Instagram: https://www.instagram.com/77financialgroup/
Linkedin: https://www.linkedin.com/in/brandon-west-0814a686/
Podcast: https://open.spotify.com/show/5WdL2X4ShOSn7YrnmwOECT?si=53c44c9571324638
In this week’s episode of The Venue Rx podcast, our host Jonathan Aymin sits down with Brandon West, CPA and Co-Owner of 77 Financial Group. They cover the importance of separating funds owed to vendors from taxable income, advocating for the safety of a high-yield savings account over riskier options like stocks or cryptocurrency. Additionally they discuss tax planning and retirement, and touch on the needs of venue owners considering succession and what that planning process entails.
About Our Guest:
Brandon West is a certified CPA based in California, specializing in tax matters for individuals and small businesses. He earned his degrees in Accounting and Finance from Point Loma Nazarene University. Initially, Brandon gained valuable experience at CBIZ, one of the nation's top ten accounting firms. However, driven by a desire for more direct client engagement and business development opportunities, he established his own practice.
Today, Brandon's clientele spans across 8 states and encompasses individuals, LLCs, S Corporations, C Corporations, and Sole Proprietorships. He is deeply passionate about supporting his clients' growth journeys, offering expert guidance through the intricate landscape of tax regulations.
Find Him Here:
Email: brandon@77financialgroup.com
Website: https://www.77financialgroup.com/
Instagram: https://www.instagram.com/77financialgroup/
Linkedin: https://www.linkedin.com/in/brandon-west-0814a686/
Podcast: https://open.spotify.com/show/5WdL2X4ShOSn7YrnmwOECT?si=53c44c9571324638
42 min