Being Money-Resilient
Laura Dohanes
YOUR HOST
Being Money-Resilient
ABOUT THIS EVENT
Watch the recording of an empowering conversation with Laura Dohanes, a tax strategist who has mastered the art of resilience, rebuilding a life, and a successful CPA tax firm from scratch. Discover the essential ‘Three-Legged Stool’ of money resilience: tax strategies that do more than just cut bills, legal protections as the unsung heroes of asset safety, and investment wisdom for lasting wealth.
Learn how to safeguard your finances against crises and future-proof them against legislative and market shifts. This talk is a must for anyone looking to fortify their financial future with proven money resilience tactics.
LAURA COVERED the following topics (and more):
- Why money resilience is critical. We will discuss the importance of a holistic approach to planning for anything that has to do with the money in your life. Anything and everything that touches money in your life is impacted by this resilience.
- Do you have the Three-Legged Stool you need to be Money-Resilient?
- Tax Strategy – Effective tax planning can not only reduce your tax bill but also strengthen your overall financial health. We will explore the common misconceptions about tax planning and the strategic moves that can make a significant difference.
- Legal Protection is a Pillar of Money-Resilience: We will discuss the often-overlooked aspect of legal protection, why you need legal strategies to protect your assets, and how they fit into your big-picture plan.
- Investments and Building Long-Term Wealth: We will dive into how a well-thought-out investment strategy contributes to money resilience.
- Financial Crisis and Resilience. We’ll discuss the role of emergency funds, liquidity, and insurance, and how they serve as critical components of a money-resilient strategy.
- Future-Proofing Your Business and Your Money. How to stay ahead of changes in tax laws, market conditions, and your personal life that could impact your money resilience.
ABOUT LAURA DOHANES
Laura is not your average CPA; she’s an entrepreneurial visionary with a passion for creating value and fostering financial literacy. As the founder of My CPA Pro, P.C., Laura has meticulously crafted an organization that goes beyond traditional tax and accounting services.
With over two decades of experience in the small business world, she has established herself as a trusted advisor and tax strategist for countless business owners. Her prowess in representing over 3,000 clients in federal and state tax audits has honed her tax skills and granted her invaluable insights into the intricate workings of the tax planning landscape.
WATCH THE REPLAY AND BE INSPIRED
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We look forward to having you with us weekly!
My true objectives are to keep the best mastermind thinkers available to our graduates and friends. and in that keeping I will always offer the best of the international thinkers and strategy developers in our Fridays with Doriaand our Excellerated programs.
Wishing you a healthy, safe, productive and prosperous day – as we all keep each other company as we are going through this Global Paradigm Shift.
Aloha Nui Loa,
Dame Doria (DC) Cordova
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LEGACY
The Excellerated Business Schools® / Money & You® organization was the pioneer of the entrepreneurial, experiential, transformational training industry. The work has positively affected tens of millions around the world since many of today’s wealth and transformational leaders have applied and grown their organizations and empires using the principles taught in the Excellerated programs.
Since 1979, we have had 200,000-plus graduates from more than 85 countries, with a focus on the Americas and the Asia Pacific region.
The programs have been held in the United States, Canada, Australia, New Zealand, Hong Kong, Singapore, Malaysia, China, Taiwan, Indonesia, India, Philippines, Thailand; and soon heading to Spanish-speaking countries. They are held in English, Chinese, Japanese, Tamil, Vietnamese, and coming soon in Bahasa.
Visit www.MoneyAndYou.com to learn more and view the global schedule.
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