Course details
Taxes are an unavoidable part of being in business. By understanding how to manage and minimize your tax burden, you can maximize your profits over time. This course is designed for managers and business owners who want to understand how tax policies and business structures affect your company, and how prudent tax planning can help you stay organized and financially healthy. Learn what’s important to manage year-round to avoid a last-minute tax scramble. Find out how to “divide and conquer” with an accountant. Explore best practices to minimize taxes owed. Instructor Jane Barratt, a financial literacy advocate and the CEO of GoldBean, also helps you understand how to use software to assist with tax planning and preparation.
Instructor
Jane BarrattChief Advocacy OfficerJane Barratt is the chief advocacy officer at MX Technologies, Inc.
Previously, Jane was the CEO at Goldbean, an online investing platform designed to help people start their investment journey with companies and brands they love, know, and buy. Jane is also a registered investment advisor (RIA) through FINRA and holds the Series 65 Securities license.
Jane is a global marketing and digital advertising pioneer, with C-suite roles in leading practices, brands, and agencies all over the world. Jane used what she saw in her career and travels to build her own personal investment portfolio that enabled her to take the leap and start GoldBean. “My 28-year-old self needed GoldBean—I had to learn and do everything the hard way when it came to investing.”
Her passion is connecting people with each other, and to ideas that can change their lives. An advocate for financial literacy, Jane is taking an innovative approach to building investment expertise at scale.
She can usually be found extolling the benefits of investing and telling women to stop spending so much money on shoes—unless they buy shares in growing, successful shoe companies, of course. An avid traveler and wine lover, Jane is charting the new normal of a balanced life with her husband and three children.
With the right tools and education, Jane firmly believes that anyone can be a confident investor.
Your business’s taxes
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– As the old saying goes, the only two certainties in life are death and taxes. And for people who start, run, or work in a small business taxes play a big role in your day to day life. I’m Jane Barratt, the founder of GoldBean a small business in the financial services base. I was fortunate to have studied accounting and finance as a part of my business degree in college. So I had the advantage of being comfortable reading spreadsheets, making money based decisions, and participating actively in financial forecasting. What I didn’t learn then, was how to think about how to maximize my profits by optimizing taxes. In this course, I’ll share what’s important for small business owners and managers to understand about tax. And to be clear, this course is from the perspective of a manager versus a perspective of a tax accountant. It’s always advisable to work with professionals for your tax needs. But given tax can be one of the biggest expenses a company faces, it makes all the sense in…