Ortho Finance 16 - Effective Tax Saving Strategies w/ Sugey Piedra

Nailed It Ortho

Forget the stress and anxiety—taxes don’t have to be scary. Joining us, in this episode of our Orthofinance series, is Sugey Piedra as we discuss how to approach taxes with confidence, save money, and even uncover opportunities you never knew existed.

As an enrolled agent and 20+ year certified tax preparer, Sugey Piedra likes to make her clients’ money work for them so that they don’t have to work forever.

In her daily work as co-founder of Prominence Business & Wealth Management, Sugey supports high-earning, service-based business owners achieve long-term wealth through a holistic approach to financial services, providing bookkeeping, tax preparation, financial planning and tax strategy under one roof.

Together with her two sisters/co-founders, Sugey runs the business, and also hosts and produces Tax Talk with HeyHey Podcast, where they provide insights into business taxes, wealth building and what it means to really create financial freedom. Besides her own show, Sugey has also been featured on Sell Without Selling.

When she’s not helping service-based business owners to grow their income, Sugey enjoys traveling, horseback riding and working on her own growth mindset.

In this episode, Sugey shares insights into tax savings strategies as she answers questions like:

• What's the mindset we should have when it comes to taxes?
• What's the difference between a tax strategist and one who prepares your taxes?
• What does it cost to hire a tax strategist?
• and many more.

This episode is sponsored by the American Academy of Orthopaedic Surgeons:

Filled with content that has been vetted by some of the top names in orthopaedics, the AAOS Resident Orthopaedic Core Knowledge (ROCK) program sets the standard for orthopaedic education.

Whether ROCK is incorporated into your residency curriculum, or you use it independently as a study tool, the educational content on ROCK is always free to residents. You’ll gain the insights and confidence needed to ensure a successful future as a board-certified surgeon who delivers the best patient care. Log on at https://rock.aaos.org/.