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Motivation Monday – The Basics of Being in Business
July 26, 2021 @ 10:00 am - 12:00 pm
Kylie Sharfner and Adam Ohnstad are partnering together to present some killer information on basic business necessities. This can be such an overwhelming part of our work, so this will be a great opportunity to talk to people who GET the doula world. There will be lots of time to ask questions!
Included in the discussion will be:
- Basics of being in business. This will cover the types of businesses possible and how they are treated, such as payroll, taxes, entity selection, etc.
- Operating a business: budgeting, invoicing, expense tracking, bookkeeping, compliance with state/local regulations, estimated taxes, etc.
- Tax planning opportunities: using your business to minimize taxes, plan for future with retirement accounts, family wealth planning basics, etc.
- Specifics on retirement account types and uses, life insurance and disability insurance, investment opportunities, etc.
Kylie R. Sharfner, a financial services representative, has been working in the financial services industry for 8 years. Her diverse background and training enables her to help clients pursue their long term financial goals through comprehensive, individualized financial planning. She works closely with her clients to develop customized financial strategies that incorporate retirement planning, college planning, and succession planning. Helping people is truly Kylie’s passion. Whether it’s planning for college, securing wealth, or planning for retirement. As an LA native and growing up in the heart of South Central, she developed a deep desire for financial freedom but lacked the knowledge of how achieve it. She creates simple procedures for her clients to learn how to maximize savings and returns, while minimizing taxes and risks. In addition to developing a custom financial strategy for each client, she reviews performance with her clients where she reconfirms financial goals and make adjustments where necessary.
Since 2014, Kylie has been recognized as a top agent with New York Life. She was awarded with the Life All Stars Award, and two Executive Council Awards. In 2016, she was recognized in Tampa, FL as one of the top 3 Agents contributing 50 Billion dollars into the African American community, an award she takes great pride in. She has been awarded for the consistency in her business and is continually taking on new clients while providing service to her clients in California, Nevada, Illinois, Georgia, DC and Texas. She is a proud wife and mother of two.
Financial Services Representative
Adam Ohnstad is a partner and CPA. He studied accounting and tax at California State University Northridge and holds a Master’s in Taxation. OAKS tax is a small boutique firm in Stevenson Ranch that specializes in the tax optimization of small businesses and individual tax payers. The 4 team members of Oaks tax have many years of experience in operating businesses as well as in tax law and planning. We strive to be the accounting and tax partner for small businesses to allow our clients to focus on their art without the headaches that go along with being in business. Leave the extensive reading of tax rules to us, and focus on what you do best!
Partner and CPA, OAKS Tax