What People Have Said About Previous Webinars
For traditional accounting purposes, it's important to keep your personal finances separate from those of your business. However, as the owner of a private practice, the two often intersect in ways you may not have considered, and your personal financial healths often equates to that of your business.
During this free webinar, Katie Englert of Practikat and Sam Chlebowski of Brighter Vision will discuss strategies for managing the overlap that will allow you to maintain financial health in all aspects of your life.
Join us to learn the top tips and tricks you can use when managing your own private practice finances!
Expert Tips To Optimize Your Taxes
Year-after-year, is tax season ... taxing?
During this live webinar, Marlon Bell and Nicole Brame, from WellnessFi, will be providing tips and strategies to maximize your savings on taxes.
The best time to reduce taxes is before the year ends, so they'll arm you with the knowledge to tackle this upcoming tax season and create your best outcome!
Key Takeaways:
Webinar Description
Expert Tips To Optimize Your Taxes
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Nicole Brame, EA
IRS Enrolled Agent, Senior Advisor, WellnessFi
Nicole Brame is one of WellnessFi's expert advisors with more than 5 years of experience advising clients on how to save thousands of their hard-earned tax dollars. With an orientation toward client satisfaction and fulfillment, she is great at helping her clients understand what she is doing for them and why to build valuable relationships for the long term.
Marlon Bell
IRS Enrolled Agent, Senior Advisor, WellnessFi
With over 12 year of experience in the field of Federal Income Tax Examination, Marlon joined the Wellness Fi team in July of 2021. As a former IRS Auditor, Marlon understands the importance of advising and educating clients to make better-informed decisions for their business, to avoid common pitfalls related to Federal Income Taxation.