Can you make a deductible contribution to an HSA (Health Savings Account)? Will the distribution in the HSA be tax-free or penalty-free? In today’s episode, we’re sharing these two flowcharts which you can use as a tool to help determine if this is going to be the right path for you to implement for yourself personally, or in your business (for yourself and your employees).
078: Topics to Discuss During Your Annual Shareholders Meeting
If you have a limited liability company, an S Corp, a C Corp, a partnership, or anything that’s formal and a legal entity, you need to hold an annual meeting in your business and document certain things that have been decided.
077: Our Proven Process and Why Every Business Needs One
Do you have a proven process? If yes, do you have a visual form of your proven process? And does 20% of the process drive 80% of your results? If you answered no to any of these questions, then you must listen to today’s episode as we dive into our proven process here at The Bottom Line.
076: An EOS Journey with Kevin Rogers & Rachel Mazza
In this episode, Kevin Rogers and Rachel Mazza share their EOS journey and how, together, they have created a rocket-fueled business. With Kevin as the visionary of Copy Chief, and Rachel Mazza as the integrator, they have clearly defined their roles, allowing them to approach their business with clarity and accountability.
075: Common Retirement Plans for Small Businesses in 2022
If you still haven’t been planning for retirement, there’s no better time to start than now. Maybe you’re a spender and not a natural saver or maybe you’re too much of a saver and don’t spend money when you should.
074: Scheduling Your Success With Time Off In 2022
When was the last time you took a day off? It’s every entrepreneur’s dream to have the freedom, flexibility, and discretion to take time off whenever they want. A lot of entrepreneurs want that freedom but they never get around to taking it.
073: 1099 Reporting & New Laws for 2022
1099 in early 2022 is a hot topic. It’s all over the news and the world is freaking out about 1099s. In this episode, we want to lay the foundation again and remind everyone, whether you’re new or old, whether you’ve been in business for a while or are just getting started, what a 1099 is.
072: Key Tax Deadlines For 2022
In this episode, we talk about 2022 tax deadlines. Everyone should know when they need to file their taxes and pay their estimated taxes. If you show up to your accountant or tax pro on the day your tax return is due or even a few days before, you’re likely too late to get it done in time. So, today we’re going to break down these dates.
071: How to Master Cash Predictions Through Budgets
As a business owner, you have to get good at predicting. By putting the right systems and processes in place, you’re able to make more accurate and faster predictions, especially that predicting cash through a budget could be painful the very first time you do it.
070: TBL Team Thanksmas 2021 Highlights
In this episode, the entire team at The Bottom Line CPA joins us to share our Thanksmas highlights. We spent a lot of time and energy having fun together and wanted to give you a glimpse into our world and what’s happening behind the scenes.