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719: Peter Lang, Kimberly Merlitti, and Michele Williams: Financial Prep for Year-End- The Must Do’s
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:20:11
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Sinopsis
Today with Peter Lang, Kim Merlitti, and Michele Williams Welcome to a Well-Designed Business. Our financial Power Talk Friday experts, Michele Williams, Peter Lang, and Kim Merlitti are talking about year-end cleanup and planning for the new year. They cover what your balance sheet should look like, what tax strategies you can consider, what to look for in a financial professional, and why mindset matters. LuAnn, Peter, Kim, and Michele's Ah-Ha moments: “The balance sheet should be a perfect representation of your financial state at that moment.” - Michele Williams “It’s the day-to-day that moves us forward in any plan - it’s not just the big moment. It’s every single day being committed to the goal.” - Michele Williams “When you put it down on paper, it happens.” - LuAnn Nigara More about Peter, Kim, and Michele: Peter Lang Peter Lang is a Certified Public Accountant licensed in Rhode Island and Massachusetts. He is the founder of The Designer CPA, a CPA firm that works exclusively with business owners in t