Episode 56: What I Learned Last Quarter

 

In this episode, I share key insights from my experiences in the third quarter of 2025. I discuss the major impacts of the One Big Beautiful Bill Act on tax planning and preparation, emphasizing the importance of staying updated and proactive. I also delve into the challenges and strategies of effective delegation, including my journey to hiring an executive assistant. Lastly, I reflect on the benefits of building a business that operates smoothly in my absence, highlighting the value of trust, standardized processes, and setting client expectations. Join me as I navigate these significant lessons and prepare for the upcoming quarter.

Pedal the Cause: https://www.givesignup.org/cancercuringcar

Breaking Down the Big Beautiful Bill Part 1 for Businesses: https://www.buzzsprout.com/2320941/episodes/17660799

Breaking Down the Big Beautiful Bill Part 2 for Individual Taxpayers: https://www.buzzsprout.com/2320941/episodes/17697587

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