EPISODE 6 // Quarterbacking Your Tax Return

Championed by our friends at Community Futures Saskatchewan


It’s tax season Founders, and like it or not it’s time to pay up. But how much, is in large part up to you.


Today, we’re tackling the topic of tax. And with taxes being familiar turf for NTN Pro, Stan Swartz, he’s quick to point out many of us lose precious dollars by not taking a strategic and coordinated approach to dealing with them.

Tune in as Stan coaches us on the importance of knowing our end game, recruiting the right pros, and approaching the goal-line with unrelenting ferocity and focus.

Part 1 // THE GAME PLAN

With roughly 42.5% of our personal income going towards taxes, it’s time we tackle the issue head-on. As Stan likes to say, “It’s not what you make, it’s what you keep that’s important.”


Listen up as he walks us through the importance of building both a short-and long-term strategy. When you know where you’re headed personally, you’ll be able to draw a game plan that’s a win-win-win for you, the business and CRA.




Part 2 // THE PLAYERS

Tax planning isn’t a solo sport. It takes a team. A team of first-draft, top-tier picks.


In Part 2 of Quarterbacking Your Tax Return, Stan outlines the ideal roster of pros we need to have on-side, and recruiting tips to lock-in top-talent.




Part 3 // THE TEN-YARD LINE

It’s so close you can see it; the deadline drawing near. April 2021 to be exact.


But before you show off your elaborately choreographed tax touchdown dance, you’ll want to take advantage of the weeks to come and use this window wisely. In Part 3, Stan maps out a bold strategy, one we can follow play-by-play that will get us to, and over, the goal-line.


What's more, he lays out the post-game discussion we need to have with our pros to ensure a stellar year to follow.



DOWNLOAD THE FREE TOOLS AND RESOURCES

The Playbook // The Game Plan Worksheet // Personal Tax Prep Checklist // Self-Employed Tax Prep Checklist // Recruiting Your Tax Team Worksheet



Champion Spotlight // COMMUNITY FUTURES SASKATCHEWAN


25 years of loans, advice and support for Saskatchewan Founders

Community Futures Saskatchewan has been in the business of encouraging and supporting their communities, volunteers and small business owners for more than 25 years. They know what it takes to start and grow a business, to raise money for a community project or organize to provide a much-needed community service. And they'll approach your idea in a way as individual as you are.


About the Pro // STAN SWARTZ


PRESIDENT, INFOMONEY SOLUTIONS INC.

SUPERPOWER // KNOWING NUMBERS AND THEIR IMPACT ON ONE'S HEALTH AND WEALTH


Stan Swartz is a Chartered Professional Accountant, Certified Management Accountant, Certified Financial Planner and Certified Management Consultant.


Prior to becoming a founding partner of Sloan Partners Chartered Professional Accountants, Stan worked in government, in entertainment, manufacturing, and automobile industries.


At Sloan Partners he spent over 25 years assisting small and medium size businesses and their owners better understand their situations, advise them on growing and better managing their businesses as well tax and financial planning.



Since semi-retiring in 2014, he has focused on personal and business financial planning.

He is currently a presenter and contributor for CPA Canada’s financial literacy program.


CONNECT //

GAB LAB CHAMP // Community Futures Saskatchewan www.cfsask.ca

GAB LAB HOST // Taunya Woods Richardson taunya@nailthenumbers.com

NTN PRO // Stan Swartz www.infomoney.ca or stan@infomoney.ca



ABOUT THE GAB LAB //

The Gab Lab is a conversation-changing, profit-shifting series built for Founders. With a thru-line focusing on profitability, we 're hammering home financially fierce intel that has the power to blow your mind and build your bottom line. www.nailthenumbers.com/thegablab


© 2021 Nail the Numbers Inc., A Financial Empowerment Campaign

for Founders. 

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