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218: Successful Tax Planning With Christina Lael
14th November 2022 • Sell Without Selling • Stacey O'Byrne
00:00:00 00:56:39

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Today's Guest: Christina Lael

Christina Lael is a Certified Public Accountant, Tax Attorney, a Certified Tax Planner, and helps hundreds of clients save a significant amount (of/in?) taxes every year. Besides spending time with her family and playing golf or tennis, nothing gives her more pleasure than helping her clients save money in taxes. She is obsessed with helping clients structure their business in a way that legally saves them money in taxes, funds their retirement more quickly, and avoids astronomical taxes when they sell. Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies. Christina is a frequent guest on popular podcasts and has released the book Thinking Outside The Tax Box, which is available on Amazon. She is the owner of Lael Tax, a top tax planning and tax preparation firm with a $52,750 per year average tax savings for each of her clients. She has also created Freedom Tax Plans, which automates multiple tax-saving strategies for any business owner with a 110% guarantee. Freedom Tax Plans is so impactful for business owners that if you do not save, in taxes, at least the cost of the program in the first year alone, 110% of the cost of the program will be refunded.

On this episode:

Stacey is joined by entrepreneur and tax professional Christina Lael for a discussion on tax strategy, running your business by the numbers, and what it means to have a healthy money mindset.

Key Takeaways

-Put people first.

-A sold team is the heartbeat of your business.

-Money mindset problems tend to begin at a young age.

Tweetable Quotes:

"The more I researched and put sales ideas into practice, the easier the process got." -Christina Lael

"My job as a strategist is to help people get out of their own way." -Stacey O'Byrne

"Over time, my goals became two-fold between the business I want and the life I want. I realized that having team members I trusted, was the only way to accomplish both goals." -Christina Lael

"A lot of people have money mindset issues that have been imprinted over a long period of time." -Stacey O'Byrne

Christina Lael:

Websites:

https://freedomtaxplans.com

https://laeltax.com

LinkedIn:

https://www.linkedin.com/in/christinalael

Resources:

Instagram: https://www.instagram.com/pivotpointadvantage

Schedule a 15 minute call with Stacey: http://pivotpointadvantage.com/talktostacey

If you’re ready to take yourself and your business to the next level and are interested in a coaching program that will get you there check out: http://pivotpointadvantage.com/iwantsuccess 

Join an interactive environment to help you build the success you’ve always wanted with other like-minded, success-driven entrepreneurs, business owners, and sales professionals: https://facebook.com/groups/sellwithoutselling 

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