Are you a small business owner who’s focused on growing your business? That’s one crucial aspect of running a business, but how much planning have you put into your long-term goals?
For many business owners, much of their focus is absorbed in growing the business. Although that’s essential for success, it doesn’t take wealth-building into account. You don’t want to spend your whole life growing and reinvesting profits back into the business and have little to show for it at retirement. That’s where a trusted advisor comes in to help prepare you with long-term planning, including where to invest, how to build wealth, and how to get the most out of tax-saving strategies.
In this episode of the Ecommerce Wizards Podcast, Guillaume Le Tual has an informative conversation with Chase Insogna, the President of Insogna CPA, about wealth management and tax-saving strategies. They talk about various topics such as C Corps versus S Corps, forecasting and planning cash flow, and forming a financial safety net. The two also talk about personal finance tips for business owners at each stage of growth.
As President of Insogna CPA, Chase Insogna is passionate about helping small businesses and their owners with accounting, tax strategy, and wealth building. Since its inception in 2011, Chase has grown the business to include a team of highly-trained professionals that use tech-savvy solutions to create efficiencies and provide expertly designed and transparent advisory, coaching, planning, and strategy.
The Ecommerce Wizards Podcast is hosted by Guillaume Le Tual, CEO of MageMontreal. Watch more episodes on our YouTube channel.
