Five Ways to Decrease Stress during Tax Season 1 Credit
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Jul 01, 09:30 AM
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Tax season can be brutal.
Year after year, it has always been challenging: the last-minute clients, the messy paperwork, the missing documents, and—certainly not least of all—the long hours.
Tax season has always been a time to hunker down and put work above all else. The workload seems to get more grueling each year with the changing tax laws, not to mention the additional pressures in the current environment and having fewer staff to do the work. Mental health, self-care, and relationships with loved ones are being sacrificed. Enough is enough, something has to give.
Taking the stress out of tax season comes with having a good plan and efficient tools. Coming up with the right plan and tools might cause more stress.
Major topics included:
Join this CPE Personal development webinar, we have made it easy for you to de-stress during this busy season!
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Founder, life planner, coach
I was going along in life with a loving family, good friends, a home that filled me with peace, and a dog I adored. I had fulfilling work with a 20+ year career as a CPA financial planner where I had the pleasure of working with people from all walks of life. Then, something shocking happened. Without warning, someone I was deeply connected with passed away suddenly at the age of 53. My world was shaken apart.
The shock of unexpected loss made me want to know more about my purpose and live a more meaningful life. The realization hit me that, for the most part, I had been working my life away; sometimes driven by passion and sometimes by a desire to meet the standards and expectations of others. Looking back, I realize that this gave me a great escape to avoid getting out of my comfort zone and taking risks in other areas of my life.
It was time for something more, so I embarked on a deep dive with enriching books, master teachers, and enlightening people who were seeking purpose, meaning, and intention in their lives. I found the Kinder Institute of Life Planning, where I learned how to create a compelling life plan for myself and others while earning the Registered Life Planner (RLP®) credential. I honed my coaching skills and received a credential through the Fearless Living Institute and continue my pursuit of lifelong learning with the Academy for Coaching Excellence. I have also studied with the Financial Transitionist Institute to support clients in transition, couples, and families.
As a result of my exploration and learning, I have more joy in my life and have learned to feel my fear and do it anyway, giving me the courage to take the leap to create my passion business. Self-care and health are now integrated into my daily life. I have deeper and closer relationships with the people important to me (including my dog), and I am more focused on enjoying the present moment.
Now, with clear and renewed meaning, I help my clients fulfill their own life goals by helping them align their money, time, and energy with their purpose. Often, this involves helping them overcome the things (sometimes themselves) that keep them from bringing their life’s vision to fruition. I walk the talk in my own life and alongside them in the coaching process.
About Us: Do you want to...
live life truer to yourself?
be more fulfilled in your relationships and your work?
create your day rather than letting it run you?
find peace regardless of the circumstances surrounding you?
We often have desires floating in our heads for months or years without pursuing them.
Imagine the joy of being fully awake to life and having the understanding for your life’s purpose and how to bring it alive.
With life planning and coaching, you get clear on your vision for all areas of your life and you have the support you need to take authentic action forward.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MC
The webinar was good because it had practical advice.
KM
Good webinar with helpful tips to manage your stress.
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