Episode 13

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Published on:

6th Nov 2024

Balancing Books: Tax Strategies and Bucket List Dreams For Small Business

In this episode, join David Patterson, the Bucket List Accountant, and co-host Anthony Perl as they dive into the often misunderstood topic of tax refunds. David highlights the importance of focusing on take-home pay rather than tax refunds while providing practical tax management advice for both employees and business owners. The discussion explores how to efficiently use funds throughout the year to achieve personal goals and bucket list items, emphasizing the significance of self-discipline and strategic planning. Learn how to balance tax obligations with pursuing your dreams and understanding the impact of tax strategies on long-term financial aspirations.

The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

Subscribe now and get ready to take control of your money and your life!

This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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About the Podcast

The Bucket List Accountant
For Small Business Owners Looking to Achieve Work and Life Goals
The Bucketlist Accountant helps you bridge the gap between financial security and chasing epic dreams. Join David Patterson, a certified financial expert passionate about living life to the fullest, as he cracks the code on managing your money for your present and future.
David is an accountant with a difference. He combines the concept of bucket lists for your personal and professional life. For small business owners in particular, he examines the business and how it impacts you and your family.

David Patterson is the Bucket List Accountant: https://www.bucketlistaccountant.com.au/

Produced by Podcasts Done For You: https://www.commtogether.com.au/podcasts-done-for-you/

About your host

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Anthony Perl

Anthony is an engagement specialist, building a great catalogue of podcasts of his own and helping others get it done for them. Anthony has spent more than 30 years building brands and growing audiences. His experience includes working in the media (2UE, 2GB, Channel Ten, among others) to working in the corporate and not-for-profit sectors, and for the last 13 years as a small business owner with CommTogether. The business covers branding to websites - all things strategic around marketing. Now podcasts have become central to his business, finding a niche in helping people publish their own, making it easy.