Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.
All content for Upleveling is the property of Joy Lutz, CPA, CTP and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.
CEO Check-In: How to Reflect and Lead with Clarity into Q2
Upleveling
15 minutes
6 months ago
CEO Check-In: How to Reflect and Lead with Clarity into Q2
In today’s episode, Joy takes a moment to reflect on the wins, lessons, and challenges from last quarter—and why that reflection is a key move every CEO should make. She also shares powerful tactics to carry into the new quarter so you can show up stronger, lead with clarity, and continue growing your business with intention. If you’re ready to elevate how you lead and level up how you operate, this episode is for you. As mentioned in the episode, here’s your handout with all the questi...
Upleveling
Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.
