Podcast S3E42 – FB Live 54 – Melissa Whaley – financial planning


Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Tax advisor and financial strategist Melissa Whaley and I talk about why having a tax pro on your team is essential as you grow your business towards seven- or eight-figures! Learn the benefits of working with a financial advisor, how a pro can save money both short-term and long-term, and some pitfalls of DIY’ing this area of your business.

Melissa also explained the tax advantages to filing taxes as an S corporation, and when a business owner should at least have a consultation with a financial advisor who can help with tax planning.

We even talked about how you can lose the liability protection an LLC or corporation provides for your personal assets if you are commingling personal and business funds (piercing the corporate veil).

You can find out more about Melissa and her services here: https://melissawhaley.com/

I’ll be interviewing more of my favorite pros in these categories later this month; you don’t want to miss it!

Melissa Whaley is a licensed Tax Professional, Financial Strategist, and California Momma of 4. Melissa works virtually with creative business women who light up over their work and freak out over their numbers. She helps you create accounting systems that flow easily and turn those tax panic attacks into plans of attack. Her favorite things are sipping a good latte at a coffee shop with friends and exploring outdoors with her family.https://melissawhaley.com

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This video is information, not legal advice specific to your situation.  

June 14, 2018