Tax Planning Strategies and Increasing Net Worth with Karen Bahn Profits + Prosecco: The Podcast

In this episode of Profits + Prosecco Podcast, I am super excited to have Karen Bahn joining us today. Karen is a friend and BOB student of mine that joined me during the first round of BOB. She is a successful and seasoned tax accountant on a mission to alleviate the fear most entrepreneurs have of the “evil” tax service known as the IRS. Through regular bookkeeping, quarterly check-ins and tax strategy to optimize planning opportunities, Karen truly becomes the team member that entrepreneurs never realized they needed.
 
Some of the topics we go over include:
 
Things to keep in mind when you’re looking for a CPA.  How to understand your own net worth. Sometimes you're better off having things handled by someone else.  How to start when assessing your net worth. 


I hope this episode has helped you start thinking about your own net worth and the whole purpose behind it. After all, your business is designed to be the vehicle that gets you to the life you desire!
 
To hear more on my conversation with Karen, be sure to listen to the entire episode on your favorite streaming platform.
 
If you have enjoyed this episode of the podcast, take a screenshot, head on over to Instagram and share your IG stories and tag me, @orderlyaccountingbykatie
 
CONNECT WITH KATIE:
Website
Instagram
The Bookkeepers’ Corner Facebook Group
Booked Out Bookkeeper



CONNECT WITH KAREN: 
Instagram