CEO Moms Building Wealth: Tax Strategy for Female Service Providers

Kimberly Tara
  • 5.0 (21)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY
CEO Moms Building Wealth: Tax Strategy for Female Service Providers

Welcome to the CEO Moms Building Wealth Podcast where we redefine success and empower moms to thrive in every aspect of life.  We’ll dive deep into the unique journey of moms who are taking charge, building businesses, and creating wealth—because we know that life is about so much more than just financial success. Join us as we explore the stories, triumphs, and challenges of these incredible women who are balancing entrepreneurship, motherhood, and everything in between. We'll discuss strategies for building thriving businesses, nurturing our relationships, and taking care of ourselves—because let's face it, being a mom and a CEO requires a superpower. This isn't your average business podcast. We keep it real, raw, and relatable - just genuine conversations with amazing CEO moms who are rocking their lives while building wealth on their terms.

  1. 3D AGO

    128. The Truth About Your CPA & Tax Filing No One Is Telling You with guest Becca Aviles

    In this episode, Kimberly brings on her right-hand woman and senior tax accountant, Becca Aviles, for an honest, behind-the-scenes look at the messy tax returns, illegal strategies, and lack of client education they keep seeing from other firms. They unpack what should really come with your tax return (spoiler: depreciation schedules matter), why asking “why” is essential, and how The Tara CPA Firm is rewriting the rules. If you’ve ever felt confused, dismissed, or flat-out ignored by your CP...

    40 min

  2. APR 18

    127. Blending Compassion and Leadership in Business with guest Amy McMillin

    In this episode, I sit down with Amy McMillin of Custom Care Rehab, a powerhouse physical therapist turned business owner. We talk about how a lack of autonomy in her 9-5 and a deep passion for patient care pushed her to start Ohio’s first mobile physical therapy fleet—and how that decision changed her life. Amy shares the challenges of building a team, setting boundaries, and showing up as both a boss and a mom with compassion and leadership. She also drops incredibly practical wellness tips...

    35 min

  3. APR 11

    126. The Myth I Had to Unlearn to Grow My Business While Being a Present Mom

    Ever feel like you’re supposed to “do it all” at the same time—and smile while doing it? In this solo episode, I share the mindset shift that changed everything for me. I walk you through how I structure my day as both a CEO and a mom of four, what finally clicked for me during the pandemic, and the exact systems I use to keep my energy and sanity in check. If you’re juggling a lot and need real talk about what actually works, this one’s for you. Prices will increase April 1, 2025. Join us be...

    25 min

  4. APR 4

    125. Building a Life-First, Family-Centric Business with guest Holly Haynes

    Join Kimberly as she chats with Holly Haynes about reimagining what entrepreneurship can look like, and how to put family life at the forefront. Holly shares her journey from leaving her corporate job and launching a business, to prioritizing time with her twins. Discover how she’s built a booming business without relying on social media (and how you can do the same), plans her business around her family, and gets her girls involved in her work. This episode is filled with inspiration and pra...

    37 min

  5. MAR 28

    124. 5 Things I’m Doing in Q2 to Leap Forward and Level Up

    Join Kimberly in this honest, self-reflective solo episode as she opens up about her journey towards balancing business with motherhood. She’s sharing how she’s letting go of unnecessary tasks, delegating responsibilities both at work and home, and embracing her evolving identity of a CEO mom. Learn how she’s ditching perfectionism and trusting her team, all while staying efficient and making an impact. Tune in to hear how doing less can actually equate to achieving more! Prices will increase...

    25 min

  6. MAR 21

    123. Running Multiple Businesses as a Mom with guest Dr. Noor Ali

    In this episode of CEO Moms Building Wealth, Kimberly sits down with Dr. Noor, a health insurance strategist, owner of 3 businesses, and mom of 2 boys. Dr. Noor shares her journey from medical doctor to health insurance advisor, all while raising two young boys. Dr. Noor also gives us insight into health insurance for female founders, how she structures her week to prioritize both her work and family, and how she juggles multiple businesses. If you’re an entrepreneur trying to prioritize both...

    26 min

  7. MAR 14

    122. 7 Things NOT to Do in Your Small Business Tax Strategy

    Join Kimberly as she unpacks seven tax strategy mistakes to avoid in your small business. From the rules around hiring your kids to the timing of filing, Kimberly offers practical advice. She also discusses how to choose the right professionals and what you need to know about making timely estimated tax payments. This episode is packed with insights to help you enhance your business's financial health and avoid common pitfalls (so you can keep the IRS from knocking on your door). Don't miss o...

    30 min

  8. MAR 7

    121. Creating a Homeschooling Life as a Business Owner with guest Amber Duffney

    In this episode of the CEO Moms Building Wealth podcast, Kimberly Tara chats with Amber Duffney, a graphic designer and branding stylist for female entrepreneurs. As a single mom navigating life with ADHD, Amber shares her journey of running her business while homeschooling her children. They talk about why authentic brands for female coaches are so important, the flexibility business owning moms can get from homeschooling, and some practical tips to actually make it work. Whether you'r...

    35 min
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5
out of 5
21 Ratings

About

Welcome to the CEO Moms Building Wealth Podcast where we redefine success and empower moms to thrive in every aspect of life.  We’ll dive deep into the unique journey of moms who are taking charge, building businesses, and creating wealth—because we know that life is about so much more than just financial success. Join us as we explore the stories, triumphs, and challenges of these incredible women who are balancing entrepreneurship, motherhood, and everything in between. We'll discuss strategies for building thriving businesses, nurturing our relationships, and taking care of ourselves—because let's face it, being a mom and a CEO requires a superpower. This isn't your average business podcast. We keep it real, raw, and relatable - just genuine conversations with amazing CEO moms who are rocking their lives while building wealth on their terms.

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