What is it and who is it for?
This DIY Legal Master Class teaches 8 valuable financial, accounting + tax tips. So you can set up your finances correctly + save money on taxes.
You also learn Action Steps to take now - so you can be up to speed on the money front and set yourself up for tax breaks.
Energetically, it’s aligned with the solar plexus chakra. When you have integrity with money, you feel confident, stand taller + show up for clients with a higher vibe.
You’ll learn:
- "Should I Trademark my unique brand?”
- “Can I Trademark my logo or tagline so no one else uses them?”
- "How do I even get started?”
You’ll also learn my proprietary “3 P” Trademark Test to tell you exactly if it’s time to file.
And you get clear, step-by-step guidance to know how to begin Trademarking with confidence.
This is for...
- Any coach, practitioner or solopreneur starting a business who wants to maximize tax savings + make sure your finances are set up legally correctly.
What will you learn?
If you’re unsure if your finances are set up correctly for your business + want tax savings - this Class was 100% designed for you.
You’ll walk away knowing how to answer:
- How do I set up bank accounts - and how many do I need?
- How do I pay myself?
- What’s the best way to record my income?
- What counts as a “legitimate business expense”?
- How can I save money on taxes?
- When should I bring an accountant onto my team?
- How do I even find a good accountant?
- How can I prepare for retirement?
Legal Love™ Tip: It’s not by chance that there are 8 financial tips because in Numerology, the number 8 corresponds to abundance and wealth!
Note: This Class is informational + educational about finances + tax prep. It’s not personalized accounting advice. Talk with an accountant about your specific situation. (Psst! If you don’t have an accountant, this Class will share tips for finding one.)
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What’s included?
✔️ Audio Class - Listen anytime, anywhere - less than 60 minutes.
✔️ Tip Sheet -
- Helpful checklist - immediately know 8 key tax + financial tips.
- Plain English - easy to understand.
- Fill-in-the-blanks doc to follow along with the Audio Class.
- Notes to keep as a helpful legal resource.
- Created with care + Legal Love™ to help you feel at ease about taxes.
How does it work?
- Receive an email from us with instructions.
- Listen to the Legal Master Class.
- Follow along with the Tip Sheet + fill in the blanks in the checklist.
- Know your next steps so you can move forward.
Quick note:
This is a DIY Legal Master Class—not personalized legal advice.
It’s education that provides you with general information to reduce your risk. It’’s a helpful tool to share basic legal concepts.
It doesn’t create an attorney-client relationship between us. Always talk with a local attorney to be sure your business meets state and local laws. I’m licensed as an attorney in the State of Ohio.
What's the investment?
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