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cover of episode Mastering Business Financials with Sara Lavdas: Insights from a CFO

Mastering Business Financials with Sara Lavdas: Insights from a CFO

2025/6/18
logo of podcast Wake Up to Wealth

Wake Up to Wealth
AI Deep Dive AI Chapters Transcript
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B
Brandon Brittingham
S
Sara Lavdas
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Brandon Brittingham: 很多企业主没有得到好的财务建议，或者没有正确处理后台事务，这对于企业运营至关重要。拥有良好的财务管理和建议，可以通过成本分摊、公司结构等方式减轻甚至避免税务负担。我强调购买房地产以抵消部分收入，因为与其将钱交给美国国税局，不如将其投入到可以长期产生财富的资产中。 Sara Lavdas: 创业者通常更擅长销售，而不是组织，因此需要合作伙伴从一开始就帮助他们组织财务。从一开始就应该有一个合作伙伴来帮助组织业务，确保一切以盈利的方式进行。成本分摊现在非常有效，可以用于较小的购买，即使是10万美元的租赁房产，也值得花时间进行成本分摊，尤其是计划持有资产超过几年的情况下。我们使用S公司作为运营的主要工具，而不是拥有实际房产的租赁房产。S公司允许你将一部分收入作为投资回报，而不是直接作为普通收入，从而避免自雇税或工资税。这不是避税，而是对投资回报进行估值，如果你没有正确构建业务，就无法进行这种分离。

Deep Dive

Chapters
Many entrepreneurs prioritize sales and product development over financial organization, leading to poor financial management. This highlights the importance of incorporating financial organization from the start, possibly through partnering with a financial expert.
  • Entrepreneurial focus often skews towards sales and product development, neglecting financial organization.
  • Lack of early financial organization can hinder profitability.
  • Partnering with a financial expert from the start is recommended.

Shownotes Transcript

In episode 40 of Wake Up to Wealth, Brandon Brittingham interviews Sara Lavdas, a Certified Public Accountant and a Chief Financial Officer, as she shares her insights on how entrepreneurs can better manage their finances, avoid common pitfalls, and leverage strategies like cost segregation to maximize tax benefits.

Tune in for valuable discussions on wealth management and financial strategies that can enhance your journey to financial independence.

 

SOCIAL MEDIA LINKS

Brandon Brittingham

Instagram: https://www.instagram.com/mailboxmoneyb/)

Facebook: https://www.facebook.com/brandon.brittingham.1/)

 

Sara Lavdas

LinkedIn: https://www.linkedin.com/in/sara-lavdas-73a31aa5/)

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