The word “taxes” makes many break out in a cold sweat, feeling stressed. But it doesn’t have to be that way with the proper planning and the right information. In this conversation, I speak with my friend Tatiana Tsoir, an award-winning accountant and business turnaround advisor about the topic of taxes and planning. We will uncover some insights that will help all of us with our end-of-the year planning as well as create a strategy for the future.

Takeaways:

1-Taxes are not a once-a-year event. Be proactive all year with accounting.

2-There is a “taxpayer bill of rights.” Are you familiar with it?

You can reach Tatiana at: https://www.linzacpa.com and tatiana@linzaadvisors.com

Full article here: https://goalsforyourlife.com/lower-tax-bill

Get all our free weekly articles here: https://goalsforyourlife.com/newsletter

Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com

#organizingtaxes #yearendtaxplanningtips #howtofileyourtaxesasabusinessowner #yearendtaxplanningstrategies #yearendtaxstrategy

CHAPTERS:
00:00 - Introduction
01:20 - Tatiana Tsoir
05:22 - Pre-planning Strategies
07:18 - Tax Planning for Small Businesses
11:31 - Understanding the Taxpayer Bill of Rights
12:18 - Importance of a Tax Strategist
21:40 - CPA vs. Tax Strategist: Do You Need Both?
30:40 - Special Training for Tax Professionals
31:15 - Year-End Tax Preparation Tips
34:07 - Importance of Updating Financial Records
35:31 - Cash Basis Accounting Explained
38:50 - IRS Safe Harbor Procedure Overview
40:15 - Author's Journey: Why Write a Book?
43:16 - Key Takeaways for Viewers
44:54 - How to Contact Tatiana Tsoir
45:50 - Outro

There’s just never enough time! That is a phrase I hear often. Between juggling work, family, and personal commitments, it can be tough to find space to breathe, let alone focus on what truly matters to you. But what if you could create more room in your life, simply by changing how you approach tasks and routines? Implementing new processes can be a powerful way to unlock that freedom.

This same principle applies to business, especially as an entrepreneur. When you design systems that work for you, you can reduce stress, increase productivity, free up your time and energy for additional activities and open up new possibilities for growth and enjoyment. Personally, I have put new processes and systems in place so my business keeps running when traveling or working remotely and I’ve tested that fairly thoroughly. Here, we cover why systems matter, identify areas to change, and design a process that will work for you.

Full article here: https://goalsforyourlife.com/new-process

Get all our free weekly articles here: https://goalsforyourlife.com/newsletter

Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com

#selfimprovement #businessprocessmanagement #processreengineering #businessautomation #continuousimprovement

CHAPTERS:
00:00 - Intro
01:30 - Create Space in Your Life: Task Management Strategies
02:50 - Importance of Systems: Enhancing Productivity
04:56 - Identify Areas for Improvement: Self-Assessment Techniques
07:10 - Design a Process that Works for You: Custom Workflow Solutions
09:55 - Overcome Resistance to Change: Strategies for Adaptation
12:09 - Benefits of Creating Space: Mental Clarity and Focus
13:38 - Deep Work: Maximizing Concentration and Output
15:40 - Conclusion: Key Takeaways and Insights
18:03 - Thank You for Joining Us: Community Engagement

In business and marketing, "white space" refers to the untapped opportunities or gaps in the market where customer needs are not yet being met or where competitors are not actively operating. Linda Fanaras creates creative banding and data analytics to discover those white spaces.

Identifying and leveraging white space can lead to innovation, new product development, or the creation of new market segments, offering businesses the chance to differentiate themselves and capture new revenue streams. In this podcast we cover why claiming white space is needed, the process and some successful examples.

You can reach Linda at: https://www.lindafanaras.com Also at https://mill.agency

Get all our weekly articles & podcasts here: https://goalsforyourlife.com/newsletter

Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com

Empathy and strategy can be a powerful combination in leadership and in planning for a new year to work together to create an environment that is both people-focused and goal-oriented. Empathy allows leaders to understand the perspectives, challenges, and motivations of their team members, fostering trust and open communication. This is more important than ever with a workforce that has been given freedom to work remotely with a great deal of trust. When paired with strategic thinking and planning, this understanding enables leaders to design plans that not only achieve organizational goals but also align with the needs and well-being of their team.

By integrating empathy with strategy, leaders can create a culture where people feel valued and motivated, while also driving the organization forward in a deliberate, thoughtful way. We discuss some of those strategies in this episode.

Full article here: https://goalsforyourlife.com/empathy-strategy

Get all our free weekly articles here: https://goalsforyourlife.com/newsletter

Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com

#businesstransformation #performanceexcellence #motivation #professionaldevelopment #collaborativedynamics

CHAPTERS:
00:00 - Intro
02:00 - Empathy and Strategy
05:44 - Importance of Appreciation
10:20 - Expressing Gratitude After Conflict
15:31 - Finishing the Year Strong
23:15 - Yearly Planning Strategies
27:35 - Sign Off and Contact Information

Today as many times throughout history, having a clear plan can make the difference between success and failure getting clarity, whether in personal endeavors or professional pursuits. A well-structured plan acts as a roadmap, guiding us toward our goal and helping us navigate the many distractions. It provides a sense of direction, allowing us to focus on what truly matters. In this podcast, we’ll explore the key attributes of a clear plan and the many benefits it brings. We’ll also provide insights that are needed to craft a plan that will hopefully work for you.

Full article here: https://goalsforyourlife.com/getting-clarity

Get all our free weekly articles here: https://goalsforyourlife.com/newsletter

Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com

There are some key turning points in mid-career and midlife, so how do we best manage those turning points? Especially if we aim to make our second half of life even better than our first? This is a hot topic right now for not only many entrepreneurial businesses, but for our population. Today’s interview is with Dr. Charlynn Ruan, a clinical Psychologist and founder of a large group practice. She is an expert in mediation and mindfulness-based treatments.

Transitions in the halftime of life affect both men and women and we uncover some of the myths and facts as we all enter the second half of life to have the healthiest relationships possible with adult kids, partners, parents, and friends. Some of the key challenges are shame, lack of communication and a victim mindset. Key takeaways are to lean into the hard things and ask for what you need.

Full article here: https://goalsforyourlife.com/turning-points.

Get all our articles here: https://goalsforyourlife.com/newsletter

You can reach Dr. Ruan at https://www.mythrivepsychology.com/

CHAPTERS:
00:00 - Introduction
01:42 - Dr. Charlene Ruan’s Background
04:00 - Challenges in Mental Health
10:00 - When Does Halftime Start
10:35 - The Gift of Running Out of Time
13:07 - Building Positive Habits
19:06 - Understanding Hormones
21:08 - Mental Health Symptoms and Misdiagnosis
23:20 - Sex During Perimenopause
25:10 - Advice from Your Future Self
26:50 - Growing vs. Aging
28:00 - Cultivating a Healthy Sex Life
33:54 - Challenges in Long-Term Relationships
42:24 - Importance of Respect and Appreciation
43:30 - Men's Need for Respect
45:39 - Treating Men Like Children
47:20 - How to Reach Dr. Ruan
47:57 - Last Words of Advice
50:48 - OUTRO

Horse equine therapy, also known as equine-assisted therapy (EAT), is a therapeutic practice that involves interactions between patients and horses to promote emotional, mental, and physical well-being. This form of therapy is often used to help individuals with various conditions such as anxiety, depression, PTSD, autism, and physical disabilities. Austin-based Kristine Palmer co-founded Horse and Bow, where she combines horses, archery and mindfulness for team building and leadership development and facilitates equine assisted learning.

Therapeutic activities with horses can include riding, grooming, and caring for horses, which help individuals develop skills like communication, trust, self-confidence, and emotional regulation. Listen for success stories of those Kristine has worked with and who knows? You may want to bring your team to work with Kristine and her beautiful horses!

You can reach Kristine Palmer at https://horseandbow.com

To get all our weekly free articles, downloads & podcasts sign up here: https://goalsforyourlife.com/newsletter

CHAPTERS:
00:00 - Introduction
01:18 - Journey into Equine Therapy
06:42 - Caring for Horses: Time Commitment
09:54 - Transformative Stories in Equine Therapy
14:38 - Personal Growth Through Horse Therapy
19:51 - Insights Gained About Horses
22:04 - The Unique Gifts of Horses
25:00 - Professional Development Through Equine Therapy
29:19 - The Abundance of Leadership Styles
32:40 - Finding Horsemanship and Leadership Opportunities
35:35 - Gratitude and Connecting with Kristine

Entering a new phase of life after raising children and concluding a long-term career can be both liberating and daunting. This transition, often marked by an "empty nest" and the end of full-time work, presents unique challenges and opportunities. The question "What now?" is common as men and women seek to redefine their identities, set new goals, and find renewed purpose. In the year 1900, the average lifespan for men was 46.3 years. For women, 48.3. In 1930, it was 58 years for men and 62 years for women. In 2020, it was 78.9 years in the United States.

Medical advancements, improved living standards and healthier lifestyles have all contributed to longevity. In this article, we'll explore key strategies to navigate the next life stage with confidence, optimism and fun! Full article here: https://goalsforyourlife.com/what-now/ Get all our weekly articles, downloads & podcasts here: https://goalsforyourlife.com/newsletter

CHAPTERS: 00:00 - Intro 01:29 - Identity Exploration Beyond Roles 05:12 - Emotional Transition Strategies 07:42 - Redefining Life Purpose and Goals 09:40 - Building Support Networks 11:40 - Balancing Freedom with Structure 14:11 - Celebrating Past Achievements 14:25 - Embracing the Unknown 14:51 - Crafting Your Legacy 16:03 - Applying Insights Now 16:45 - Making This Chapter Rewarding 16:50 - Avoiding Blind Spots 19:12 - Thank You for Joining Us