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Tax and Money Education for Creative People, Freelancers and Solopreneurs

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Set Up Your Business Intensive: Behind the Scenes 

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In this episode of the Sunlight Tax Podcast, I explain how self-employed people, including freelancers, creatives, consultants, and small business owners—can build simple, effective tax and legal systems for their businesses. I also introduce a new 2-day intensive program designed to help you set up your business structure, organize your taxes, strengthen legal compliance, and create a clear plan for moving forward.

With personalized guidance, practical tax planning, and community support, this intensive is designed to make the often-overwhelming process of setting up your business feel simpler, more manageable, and more human.

Listen and Subscribe Here

In this episode of the Sunlight Tax Podcast, I explain how self-employed people, including freelancers, creatives, consultants, and small business owners—can build simple, effective tax and legal systems for their businesses. I also introduce a new 2-day intensive program designed to help you set up your business structure, organize your taxes, strengthen legal compliance, and create a clear plan for moving forward.

With personalized guidance, practical tax planning, and community support, this intensive is designed to make the often-overwhelming process of setting up your business feel simpler, more manageable, and more human.

Also mentioned in today’s episode:

02:04 Who I serve: Creative and non-creative small business owners

05:12 Common overwhelm and challenges faced by self-employed individuals

07:08 Choosing the right business entity and legal setup

08:44 Understanding quarterly taxes and avoiding surprises

09:51 The importance of trust and accuracy in tax information

12:04 Details of the two-day intensive format and community aspect

13:57 One-on-one guidance and privacy considerations

15:33 Risks of AI hallucinating tax law and how to get reliable info

16:54 Features of the new program: database, implementation, and support

18:46 Invitation for feedback and how to join the waitlist

20:56 Matching cohorts by business stage and profession

If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Episode Links:

Join the 2-Day Business Setup Intensive Waitlist

Check out my program, Money Bootcamp

Get my Tax Help on Substack

Get your FREE visual guide to tax deductions

Order my book: Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Watch YouTube video version

Read More

Stacy Ennis: The Power of Nonfiction: How a Book Can Advance Your Business Mission, Leadership & Values

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In this episode of the Sunlight Tax Podcast, I sit down with Stacy Ennis to explore what it really takes to write and publish a nonfiction book that grows your business, strengthens your brand, and creates lasting impact. We discuss the publishing process, book coaching, traditional publishing vs. self-publishing, and why integrity, strategy, and a clear message matter more than simply getting a book into the world.

Stacy shares practical insights from years of helping authors craft books that not only sell, but also make a meaningful difference—offering valuable guidance for anyone considering writing a business book or becoming a published author.

If you really focus on the reader and creating something meaningful and impactful and excellent... it has longevity and shelf life and continued work to do out in the world well beyond you.
— Stacy Ennis

In this episode of the Sunlight Tax Podcast, I sit down with Stacy Ennis to explore what it really takes to write and publish a nonfiction book that grows your business, strengthens your brand, and creates lasting impact. We discuss the publishing process, book coaching, traditional publishing vs. self-publishing, and why integrity, strategy, and a clear message matter more than simply getting a book into the world.

Stacy shares practical insights from years of helping authors craft books that not only sell, but also make a meaningful difference—offering valuable guidance for anyone considering writing a business book or becoming a published author.

Also mentioned in today’s episode:

00:10 Introduction to Stacy Ennis and her background

01:00 Stacy's journey from childhood reading to publishing expert

02:36 Her experience in publishing and ghostwriting

03:24 Working with authors with a bigger mission

04:49 The ROI of writing a book and trust building

05:56 Trusting Stacy's expertise after a trust-breaking experience

07:43 The importance of mission and impact in writing

09:04 The strategic value of a book for influence and marketing

10:33 Shelf life and longevity of well-done work

12:24 Reflections on the author journey and publishing routes

14:36 Exploring traditional, self, and hybrid publishing

16:36 The evolving landscape of publishing and author education

18:24 Why hybrid and self-publishing are viable options

20:28 The role of a book in business, trust, and influence

24:18 The transformative process of organizing ideas

27:37 The impact of writing on personal and business growth

28:58 The importance of creative health and deep thought

31:16 Rebuilding self-trust through the writing process

32:44 The societal and professional importance of authorship

33:01 Stacy's resources and podcast

If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

About Stacy Ennis:

Stacy Ennis is a best-selling author, book coach, and speaker on a mission to help leaders clarify their ideas and harness their unique story to make an impact. Her background includes impacting more than 100 books in her 17-plus years in publishing; ghostwriting for a Nobel Prize winner in medicine; and leading as executive editor of Sam’s Club’s Healthy Living Made Simple, a publication that reached around 11 million readers. Stacy’s work and writing have been featured in Yahoo!, Inc., Insider, Publisher’s Weekly, Katie Couric, and the TEDx stage. Stacy is also the host of the podcast Beyond Better and holds a master’s in writing and editing from the University of Cincinnati.

Check Out Stacy Ennis’ Work:

10 Things You Should Know Before Writing a Nonfiction Book free resource

Author Influence Circle

Direct link to book a call with Stacy to chat about their book

Instagram @stacyennis

LinkedIn: Stacy Ennis

Study mentioned on the episode

Episode Links:

Check out my program, Money Bootcamp

Get my Tax Help on Substack

Get your FREE visual guide to tax deductions

Order my book: Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Watch YouTube video version

Read More

Tessa Fontaine: BTS on Writing Fiction: Money, Career, and Why Writing Matters

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This week on the Sunlight Tax Podcast, we go behind the scenes with writer Tessa Fontaine as we explore the realities of building a fiction writing career. We talk about money, publishing, creative community, balancing art with financial stability, and why most authors rely on multiple income streams to keep writing.

We also discuss the deeper purpose of writing—how stories help us make sense of the world, why art matters beyond profit, and what it means to create work that truly connects. Whether you're a writer, artist, or creative entrepreneur, this conversation is an honest look at the intersection of creativity, career, and purpose.

The parts that allow me to feel connected to other writers... that’s not a conversation I can have with many people in my life.
— Tessa Fontaine

This week on the Sunlight Tax Podcast, we go behind the scenes with writer Tessa Fontaine as we explore the realities of building a fiction writing career. We talk about money, publishing, creative community, balancing art with financial stability, and why most authors rely on multiple income streams to keep writing.

We also discuss the deeper purpose of writing—how stories help us make sense of the world, why art matters beyond profit, and what it means to create work that truly connects. Whether you're a writer, artist, or creative entrepreneur, this conversation is an honest look at the intersection of creativity, career, and purpose.

Also mentioned in today’s episode:

00:10 Introduction to Tessa Fontaine's Writing Journey

03:18 The Role of Income and Writing as a Creative Outlet

04:18 The Joy of Reading and Audiobooks for Writers

06:36 Balancing Practical Career and Artistic Spirit

11:36 Building Community and Accountability in Writing

22:34 The Fickleness of Writing Income and Artistic Freedom

27:54 The Incompatibility of Capitalism and Art

36:36 The Gift Economy and the Purpose of Art

46:06 Why Do You Write? Personal Motivations

50:40 Diverse Careers and Income Streams for Writers

54:29 Misunderstandings About the Financial Side of Writing

01:00:02 The Enduring Power of Art and Literature


If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

About Tessa Fontaine:

Tessa Fontaine is the author of  THE ELECTRIC WOMAN: A MEMOIR IN DEATH-DEFYING ACTS (FSG 2018), a New York Times Editors' Choice; Barnes & Noble Discover Great New Writers pick, and best book of the year by Southern Living, Refinery29, Amazon Editors', and The New York Post.  


THE RED GROVE (FSG 2024), her debut novel, was named a best book by Amazon Editors’ and People Magazine, and was currently longlisted for the Center for Fiction’s First Novel Prize.


Other writing can be found in Outside, The New York Times, Glamour, AGNI, The Believer, People, LitHub, Creative Nonfiction, and more. Raised outside San Francisco, Tessa is a former professor and has taught in jails and prisons. She co-founded and teaches the Accountability Workshops with writer and pal Annie Hartnett, and lives in Asheville, North Carolina, with her daughter, goofy dog and sassy cat.


Check Out Tessa’s Work:

Tessa’s Website

Accountability Workshops website

Instagram: @accountabilityworkshops 


Episode Links:

Check out my program, Money Bootcamp

Get my Tax Help on Substack

Get your FREE visual guide to tax deductions

Order my book:Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Watch YouTube video version

Read More
the Sunlight Tax Podcast Hannah Cole the Sunlight Tax Podcast Hannah Cole

My #1 Tip to Make Your Kid a Millionaire

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In this episode of the Sunlight Tax Podcast, I’m discussing the benefits of tax-advantaged savings for children, specifically focusing on Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of Roth IRA, and the importance of teaching children about compound interest and financial literacy. 

This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially.

One of the most advantageous things that exists in the U.S. tax code is a Roth IRA for a minor.
— Hannah Cole

In this episode of the Sunlight Tax Podcast, I’m discussing the benefits of tax-advantaged savings for children, specifically focusing on a Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of a Roth IRA, and the importance of teaching children about compound interest and financial literacy. 

This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially.


Also mentioned in today’s episode:

00:00 Introduction to Tax-Advantaged Savings for Kids

01:50 Understanding Roth IRAs for Minors

05:28 Investment Strategies for Kids' Roth IRAs

09:05 Teaching Kids About Compound Interest


I hope this 3-part series on investing for your kid(s) helps you understand your options. If you missed the first two, here they are:

1. Trump Accounts explainer (if your kid was born in 2025, 2026 or you’re planning for one in 2027 or 2028, please get the FREE $1000 you are entitled to)

2. 529 Plan vs Trump Accounts (you can use both).


If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Roth vs Traditional IRA: Does it even matter?

How to fund your IRA: Pay yourself first

Check out my program, Money Bootcamp

Watch YouTube video version

Read More

Savings for Kids: Trump Accounts vs. 529 Plans

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In this episode of the Sunlight Tax Podcast, I explain the key differences between Trump Accounts and 529 Plans, two tax-advantaged savings options designed to help families invest in their children's futures.

You'll learn who qualifies for a Trump Account, how these new custodial investment accounts work, contribution limits, tax considerations, and how they compare to traditional 529 college savings plans. I also break down the advantages and drawbacks of each option, including flexibility, eligible uses, long-term growth potential, and strategies for maximizing tax-efficient wealth building.

The spirit of the 529 plan is towards education and education savings. And the spirit of the Trump account is towards retirement savings, a lifetime nest egg.
— Hannah Cole

In this episode of the Sunlight Tax Podcast, I explain the key differences between Trump Accounts and 529 Plans, two tax-advantaged savings options designed to help families invest in their children's futures.

You'll learn who qualifies for a Trump Account, how these new custodial investment accounts work, contribution limits, tax considerations, and how they compare to traditional 529 college savings plans. I also break down the advantages and drawbacks of each option, including flexibility, eligible uses, long-term growth potential, and strategies for maximizing tax-efficient wealth building.

Also mentioned in today’s episode:

00:00 Introduction to Trump Accounts and 529 Plans

02:00 What Are Trump Accounts? Eligibility and Benefits

04:50 Pros and Cons of Trump Accounts

09:07 Understanding 529 Plans and Their Benefits

13:01 Transferability and Investment Options in 529 Plans

17:58 Using 529 Funds for Education and Beyond

20:04 Comparing Purpose and Benefits of Both Vehicles

21:03 Final Tips and Strategic Considerations

If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.


Episode Links:

The Sunlight Tax Podcast EP159: My #1 Tip to Make Your Kid a Millionaire

Get my Tax Help on Substack

Get your FREE visual guide to tax deductions

Order my book: Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed

Watch YouTube video version

Read More

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