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Charge Forward Podcast

Mastering Tax Strategies and Seizing Opportunities with CPA Valerie Kemp

08 Aug 2024

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Episode 2: Mastering Tax Strategies and Seizing Opportunities with CPA Valerie Kemp🎙 Valerie Kemp joins us today on the Charge Forward Podcast and shares her tips, tricks and insights on how to optimize your tax strategy. *Spoiler Alert!  Tax Planning Meetings are Critical to minimizing your tax liabilities. Valerie shares her tried and true method to optimization.What happens when an unexpected job opportunity redefines your career? Join us on the Charge Forward Podcast as we sit down with Ms. Valerie Kemp, a dynamic CPA who transitioned from her family's grocery business to a successful career in accounting and tax planning. Valerie shares her inspiring journey, beginning with an unforeseen chance to work for a local attorney and CPA, Tom Harris, whose mentorship transformed her initial reluctance into a passion for numbers.In this episode, Valerie reveals the power of strategic tax planning for business owners. Learn why regular tax consultations and a collaborative team approach are vital for optimizing tax liabilities and driving business growth. We dive into essential strategies like property exchanges and employee compensation plans that can make a significant impact on your financial health. Valerie also provides expert tips on evaluating the quality of a tax advisor and the importance of mid-year and fourth-quarter planning to align your financial goals seamlessly.Beyond the numbers, Valerie opens up about the importance of financial literacy and mentorship. Discover how her father’s advice on simplifying complex concepts shaped her career and why she finds joy in mentoring young professionals and teaching children about money management. This episode is packed with valuable insights, practical advice, and heartwarming stories that highlight the profound impact of education and mentorship in both personal and professional success.Whether you're a business owner looking to optimize your tax strategy or someone inspired by stories of resilience and growth, this episode offers a wealth of knowledge and inspiration. Tune in to explore how seizing opportunities and mastering financial strategies can foster lasting change in your life and career.You can contact Valerie Kemp CPA for more information at https://vkdcpa.com/ or at 615-792-1766Podcast Pagehttps://chargeforwardsolutions.com/po...Facebook https://facebook.com/chargeforwardpodcast  TikTokhttps://www.tiktok.com/@chargeforwardpodcastXhttps://x.com/ChargeForwardXInstagramhttps://instagram.com/chargeforwardpodcast  Special Thanks to our Sponsors:Charge Forward Solutions - Merchant Services - https://chargeforwardsolutions.com/Sense Custom Development - Marketing & Executive Services - https://www.sensecustom.com/HitLab Studios - Podcast Studio - https://hitlabstudio.com/

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