Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Tax Laws & How To Build Tax Free Wealth With Kelly Ward CPA

Tax Laws & How To Build Tax Free Wealth With Kelly Ward CPA

FromThe Candy Valentino Show


Tax Laws & How To Build Tax Free Wealth With Kelly Ward CPA

FromThe Candy Valentino Show

ratings:
Length:
49 minutes
Released:
Jun 12, 2023
Format:
Podcast episode

Description

Kelly Ward is a Certified Public Accountant (CPA) with over 15 years of experience in the accounting and finance industry. She is the founder and owner of Kelly Ward CPA, a full-service accounting firm that provides tax preparation, bookkeeping, and financial planning services to businesses and individuals. Kelly is passionate about helping her clients achieve their financial goals. She is committed to providing her clients with the highest quality of service and the most accurate and up-to-date information for their tax strategy. IN THIS EPISODE, WE TALK ABOUT:Kelly's passion for her profession and helping othersWhy it is important to have a relationship with your CPAWhy tax strategy is important for building wealth through your businessRegister NOW for our LIVE Vallard Advisors Workshop on How to Make Tax-Free Money, Legally!Learn the Power of Tax Loopholes and Cash Saving Strategies with this LIVE Workshop. Tuesday, June 20 - 4:00 PM PT | 7:00 PM ET https://www.vallardadvisors.com/ Looking to master the art of delegation, automate onboarding, and run a more efficient business? Check out Trainual, the platform that helps you document and organize your business processes, saving time and improving productivity. Get 10% off your first year by visiting Trainual.com and using promo code CANDY when selecting your plan.CONNECT WITH KELLYFollow her @kellywardcpaCONNECT WITH CANDYReceive my weekly email:  www.candyvalentino.comFollow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/ Vallard Advisors: Looking to optimize your taxes, enhance your financial strategy, and build a lasting partnership with a dedicated CPA firm? Our podcast is sponsored by Vallard Advisors, a leading tax strategy and financial planning service. From minimizing tax liability to providing payroll, bookkeeping, and CFO services, Vallard Advisors offers comprehensive solutions tailored to your business and personal goals. Take control of your finances today by scheduling a consultation at www.vallardadvisors.com
Released:
Jun 12, 2023
Format:
Podcast episode

Titles in the series (100)

Stop spending and start investing. The definition of “wealth” is an abundance of valuable possessions or money. But it's time to think outside the dictionary as we break down all the ways you can increase your financial wealth -- your business, your bank account and your bottom line. Join host, Candy Valentino, every week to cover topics like business models, profit plans, wealth habits and real estate investing. Candy has been building businesses before she could legally order a drink. For more than two decades, she has built, scaled and exited businesses in service and retail all while creating financial freedom through real estate investing. Listen in on conversations with the most successful minds in the world, like Daymond John, Ed Mylett and Amy Lacey, alongside lessons directly from Candy leveraging her 25 years of knowledge and experience. Why focus on becoming rich, when the true goal is to become wealthy (and not just in your finances). It doesn't matter if you are a part of Generation X, Y or Z… It's time to join Generation WEALTH. Let's start investing. For more, follow Candy @candyvalentino.