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Dec 1, 2022

In this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on taxes and pay the IRS the least amount legally possible.

Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 


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Show Notes

  • Who is Chase Insogna, CPA?
  • The importance of saving for business owners
  • The traditional way of building a business?
  • What makes him and his business different from others
  • How is it working with clients from the eCommerce space
  • Understanding the four phases of the eCommerce business growth
  • Common tax return mistakes of new business owners
  • Tips for business owners to lessen their tax payments
  • Why should you incorporate your business?
  • How to start doing inventory management
  • The different types of business owners and how they can build wealth
  • Drivers of a successful business
  • How should you pay yourself?
  • What you need to know when hiring kids for your business
  • As an eCommerce business owner, when is the best time to ask for help?
  • The best places to reach out to Chase Insogna, CPA


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