If You're Trying To Takeover Your Family Firm...Watch This
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- čas přidán 6. 08. 2024
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ABOUT JASMINE DILUCCI, JD, CPA, EA
Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS.
Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution
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Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice.
# #jasminedilucci
The best financial CZcams channel for everyday people. Your advice has been a game changer for me and my family. Thank you!
Prioritizing effective personal finance management holds greater significance than the sheer amount saved, irrespective of income source. Consulting a certified financial advisor can offer tailored strategies to optimize financial results by reducing expenses and enhancing income, regardless of whether it's earned through employment or investments.
Managing Money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times, while orders tend to avoid them. Well, at least my advisor does too.
How do i find a good finance advisor? How do you know if they are trustworthy and competent.
On your own you could seek out several of these financial advisors, make sure the one you settle on is a fiduciary and not a fake.
Know what you're getting out of it and see if your targets can be met.
I’ve been working with Aaron Morgan Bell, I started my first stock in Feb 21, 2022 I noticed the market went down the whole year so now I’m up a lot of money endless we go back to the October lows I will keep putting more stocks super excited for 2024 the payoff will be great.
I would absolutely love ~1 hour long videos explaining certain topics in detail. Just a recommendation! Either way, subscribed!
Reminds me of my dad and sister. Both are cpas. My sister passed in January. Needless to say it’s been tough and think about her everyday.
Idk how my dad manages day to day. Raising her and molding her into a cpa and now she’s not there.
My dream was to work with both of them. Currently studying for the enrolled agent exam (SEE) to prepare taxes and work in the office. I want to make both of them proud. My sister was so badass and she was so smart. I could never fill her shoes but hope one day to get close to being able to provide the type of value she did.
I’m going to learn everything about taxes. I have goals and I’m motivated.
God bless
Honestly the intelligence you bring to you tube makes every second worth watching... I'm getting into taxes and watch your videos all day everyday thank you for everything! Keep up the great work, and maybe one day I'll have to contact you for some legal advice, thanks!
Thank you for sharing! I don’t have a family firm but it’s interesting hearing that perspective 😅
I'm just so impressed that you've managed to make tax information entertaining! 🎉
This is awesome advice even outside of family firms. Thanks!
Loved your perspective.
I also have a family held business , but from the other side.
All my kids work for me, but not all are capable of running it.
They want to be employees, but don't want to put the effort into running it (my perspective).
Thank you for sharing part of your life.
U r the best
Awesome .. love it .. makes me want to go back to school for my accounting degree 🎉😊
I had the same. My dad died and his board threw me out and took all the money. I started from scratch but people think it's the same company sometimes. Also someone started a competition from the office that they stole from me and a lot of people think they're working with me when they work with them.
Thank you for sharing your life and business story in the family business. How do you see yourself on the other side of this story when you get old?
We need more background story!!! Its great❤
Thanks for the video. :D
You have a way of making taxes interesting.
She gets rid of the myths and clarifies her reasons by stating court case rulings and laws as they may change. We are fortunate to have this type of info for free online
Love your energy
Interesting subject, and just as delicate… I know my parents put their business together brick by brick in the most inefficient way over so many years that they wouldn’t be open to any new ideas even if they promised to solve some problems. For those who don’t see a smooth transition happening, don’t assume it will, don’t hesitate to build something of your own before too long. At some point, you should have your dad on one of these podcasts and discuss this transition, that would definitely be something interesting to hear about. 👍
Also, do the work to make sure you know what you're talking about before you walk into the family business and start trying to change things around.
I encourage my team to speak uo with Amy ideas they have for imoriving our processes, marketing, etc., and they do, which is great. But what usually happens is they say, "I think A would work better if we did B instead of C." And I reply, You would think so, right? But we tried that before you were here and it actually didn't work very well because of D and E."
To paraphrase Chesterton, there might be a reason that fence is here.
This is so relatable and we did all that but unfortunately, ours is far worse than your dad will ever be. I wish i could share everything but in the end, we all gave up. He obviously loves his company more than his kids not even his wife. He’d rather run the company down to bankruptcy than let anyone not even his kids touch anything at all. He chooses his company over his entire family. He’s a CEO of a small retail company of 60 branches. It’s ironic because he literally trapped all his kids to work for him and now everyone depends on their employment for livelihood but they despise him for it.
Does anyone know what a Sales/use tax and E911 surcharge is?
Is there an irc 165(c)(2) tax deduction limit? If you you deduction doesn’t cover the amount first year can you carry it for the following years.
SUBSCRIBED!!!!
thank you!!
I have question about different subject , i live in NYC and i work remotely to firm in Chicago IL , should i pay tax to which state or both 😅?
Please do more on taking over your family firm!
Agreed
I unsubscribed to Karlton’s channel after I found yours. Karlton is a great speaker but his advices pushes the boundaries. This makes me want to get my JD next.
Hi jasmine. I just discovered your channel. I'm a CPA who is going to law school next year. Do you have any advice for eventually starting my own tax law / accounting firm?
Start as soon as you can! Connect with others who are already doing it and always focus on learning more
Even if I’m not I learned something
I'm thinking of pursuing Enrolled Agent what is the base salary that someone can expect only with Enrolled Agent and bachelor's in business administration degree
Depends! I would say at least 50k and up to 100k once you have more experience. You can make more typically running your own firm.
Lucci!! 😄
Interesting how you went about gaining your father's trust to changes you wanted. Gotta ask, what did/does he think of your CZcams posts? My guess is he initially thought they were a waste of time
good lord you are cute, As a non American with no interests abroad, I am mesmerized everytime and only come to my senses when the video is over, this sorcery should be illegal.
I love your videos and they’re informative. However, you say ‘just go for it’ and that people should be decisive. But you went into the same field as your parents. You didn’t take any risk. Maybe you would’ve been better as an astronaut or a doctor. Analysis of important decisions should not be discounted.
This lady is a killer. You can tell she’s not a bullshit influencer.
@taxleverage