THE SUNLIGHT TAX BLOG:

Tax and Money Education for Creative People, Freelancers and Solopreneurs

Year-End Savings: Business Expenses

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Today, I’m continuing my series about year-end tax saving tips and giving you some strategies on how you can maximize your tax deductions as an entrepreneur using business expenses. 

Join me in this informative episode to learn how you can prioritize your bookkeeping and accelerate your expenses to make sure you get the most out of your tax deductions this upcoming year. 

Listen and Subscribe Here

Today, I’m continuing my series about year-end tax saving tips and giving you some strategies on how you can maximize your tax deductions as an entrepreneur using business expenses. 

 

Join me in this informative episode to learn how you can prioritize your bookkeeping and accelerate your expenses to make sure you get the most out of your tax deductions this upcoming year. 

 

Also mentioned in today’s episode: 

  • The importance of bookkeeping 2:25

  • Expense acceleration tips 14:14

  • Year end spending recommendations 21:46

 

If you enjoyed this episode, please rate, review and share it! 

Links:

Free mini-course on the new LLC report

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Year-End Savings: IRA vs 401k: Fund the 401k First

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Today, I’m continuing my series about year-end tax tips and discussing why it’s so important to contribute to tax-advantaged retirement accounts. I’m diving into the differences between 401k’s, traditional and Roth IRAs, as well as the SEP IRA option for self-employed individuals.

Join me in this important episode to learn how you can maximize your tax savings and retirement contributions.

Listen and Subscribe Here

Today, I’m continuing my series about year-end tax tips and discussing why it’s so important to contribute to tax-advantaged retirement accounts. I’m diving into the differences between 401k’s, traditional and Roth IRAs, as well as the SEP IRA option for self-employed individuals.

 

Join me in this important episode to learn how you can maximize your tax savings and retirement contributions.

 

Also mentioned in today’s episode: 

  • 401k and 403b accounts 4:43

  • IRA contribution limits and tax benefits 7:13

  • Deadlines and contribution strategies 9:38

 

If you enjoyed this episode, please rate, review and share it! 

 

Links:

IRA income caps

Free Class: https://go.sunlighttax.com/free

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Save Money at Year-End: Healthcare

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Today, I’m chatting about healthcare related year-end tax planning strategies that you can use to save money if you are self-employed. I’m diving into the differences between Flexible Spending Accounts and Health Savings Accounts including the benefits and how you can maximize your contributions.

Join me in this episode to learn how you can make sure you’re making the most of your healthcare savings as the end of the year approaches.  

Listen and Subscribe Here

Today, I’m chatting about healthcare related year-end tax planning strategies that you can use to save money if you are self-employed. I’m diving into the differences between Flexible Spending Accounts and Health Savings Accounts including the benefits and how you can maximize your contributions.

 

Join me in this episode to learn how you can make sure you’re making the most of your healthcare savings as the end of the year approaches.  

 

Also mentioned in today’s episode: 

  • Flexible Spending Accounts 5:50

  • Health Savings Accounts 9:10 

  • Maximizing your HSA benefits 16:05

 

If you enjoyed this episode, please rate, review and share it! 

Links:

Join my Program: https://www.sunlighttax.com/moneybootcampimpact

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How Taxes Can Unlock Your Financial Health

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How Taxes Can Unlock Your Financial Health

Today, I’m giving some guidance on how you can use tax time as an opportunity to improve your finances and set yourself up for retirement. I’m diving into the importance of getting organized with systems to track tax documents, receipts, and bookkeeping so you can prevent stress and surprises during tax season. 

Join me in this episode as I outline the steps you need to take to improve your financial security as a creative entrepreneur.

LISTEN AND SUBSCRIBE HERE

Today, I’m giving some guidance on how you can use tax time as an opportunity to improve your finances and set yourself up for retirement. I’m diving into the importance of getting organized with systems to track tax documents, receipts, and bookkeeping so you can prevent stress and surprises during tax season. 

 

Join me in this episode as I outline the steps you need to take to improve your financial security as a creative entrepreneur.

 

Also mentioned in today’s episode:  

  • Why tax time is a key time to assess your financial situation 2:42

  • Why being organized with your finances is so important 7:24

  • High-level steps you can take to prevent stress and surprises at tax time 12:35

  • How you can easily calculate profit as a self-employed person 14:40


If you enjoyed this episode, please rate, review and share it! 

Links:

The De-Stress Your Taxes Checklist Episode 

Sign up for the free class: Make Taxes Easier and Stash an Extra $130k in your Savings.

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FU Money for the People

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FU Money for the People

On today’s episode, I’m talking about an important topic that I’m very passionate about: saving for retirement. I’m sharing why it’s so important to make sure you contribute to your retirement, how it can help you become a millionaire and some important facts you should know. 

Join me to learn about saving for your retirement and some of the benefits you can get by starting today. 

LISTEN AND SUBSCRIBE HERE

On today’s episode, I’m talking about an important topic that I’m very passionate about: saving for retirement. I’m sharing why it’s so important to make sure you contribute to your retirement, how it can help you become a millionaire and some important facts you should know. 

 

Join me to learn about saving for your retirement and some of the benefits you can get by starting today. 

 

Also mentioned in today’s episode: 

 

  • Why it’s so important to save for retirement 5:09

  • Updated contribution thresholds 7:00

  • Some of the benefits of tax advantaged retirement accounts 7:30

  • Why credits are so much more powerful than deductions 15:00

If you enjoyed this episode, please rate, review and share it! 

 

Links: 

My Gusto affiliate link for $100 off my favorite payroll software

Free class to see the tax-shelter math

Watch Youtube video version

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