How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.
I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.
Thank you for listening. I hope it helps!
Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
How Do You Know?
HDYK how to file your taxes? | DD Curriculum
This week's podcast episode is all things taxes and accounting!
Greg O'Brien, CPA and John Malone are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.
We discuss:
⚖️Common tax mistakes
⚖️Tax strategies to take advantage of
⚖️Do I need a tax strategist?
⚖️Differences in your tax documents
⚖️Deep Dive into K1’s
⚖️Role of 1099’s
⚖️Is it normal for my K1 to be late?
⚖️Federal V State K1
Contact them here:
Website: Anomalycpa.com
Youtube: https://www.youtube.com/@anomaly_cpa,
LinkedIn: https://www.linkedin.com/company/anomalycpa/