Key Takeaways:
Chapters:
| **Timestamp** | **Summary** |
| ------------- | ----------- |
| 0:00:07 | Introduction and disclaimer |
| 0:00:38 | Introduction to the episode |
| 0:01:16 | Importance of tax planning for the end of the year |
| 0:03:18 | Budget considerations for business owners in 2024 |
| 0:04:45 | Using past financials to plan for future revenue growth |
| 0:07:04 | Business owners reevaluating operations and pricing structures |
| 0:08:35 | Importance of objective perspective from a CPA |
| 0:09:13 | Reflecting on budgeting and developing strategies |
| 0:09:26 | Contact information for further discussion |
| 0:09:58 | Disclaimer and closing statement |
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Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Lessons on Business Planning and Exit Strategies
Understanding the Factors that Affect the Value of Your Business
Maximizing Tax Savings with Depreciation and Credits for Businesses
A Guide to Due Diligence and Risk Assessment
Understanding the Abundance of Wealth
Tips for Checking Your Paycheck in 2024
The Path to Wealth Building and Market Success
Mark Cuban’s Sale of the Dallas Mavericks and Investment Insights
A Strategy for Catching Big Investment Trends
Bread Fables: Money as a Measure of Success
Planning for Business Exit: Start Early and Build Value
Bread Fables: Challenging Common Money Beliefs
Planning for Business Risks: Divorce, Disagreement, Disability, Distress, and Death
Stress in Entrepreneurship: Finding Balance and Success in Business
Simplifying Business Planning for Success in Wealth Building
Maximizing Business Value: The Importance of Exit Planning
Rewiring Your Financial Attitude: Overcoming Challenges to Wealth Building
Learn About the Benefits of Donor Advised Funds for Tax Planning
Investment Growth: Factors and Nontraditional Opportunities Explained
Key Factors to Consider When Choosing a Mutual Fund
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