2025 Tax Season Work-Life Harmony with Special Guest Amy Vetter

The Essential Tax Podcast with Mishkin Santa, Episode 25In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute. Amy is a transformative leader blending business expertise with mindfulness. As an author and podcast host with extensive experience, she empowers professionals across industries to achieve work-life harmony and purpose-driven success.Tune in for these key takeaways: * The importance of balancing mental and physical health, especially in the high-pressure accounting and tax industries * The B3 Method—business plus balance equals bliss— the foundation of her work. Amy offers insights on how she integrates yoga and meditation into her professional life, coaching others to do the same. * Common challenges faced by tax professionals, especially during the intense tax season, including personal anecdotes from Mishkin’s early days at the IRS and his own struggles with staying balanced, demonstrating the reality many professionals face daily * How distractions and remote work intricacies, like constant interruptions from messaging platforms, can lead to what he calls "busy brain" * Practical strategies for overcoming distractions, with a stress on the importance of setting boundaries and creating focus periods during the day to combat interruptions * The crucial role physical health and regular physical activity plays in maintaining overall well-being * The tax profession is not immune to change. Mishkin addresses The myriad changes on the horizon in the tax profession, from legislative shifts to the evolving IRS landscapeLearn more about Amy Vetter: * Connect with Amy on LinkedIn: https://www.linkedin.com/in/amyvettercpa * Visit Amy’s YouTube channel: https://www.youtube.com/@amyvettercpa * Visit Amy’s website: https://www.amyvetter.com * Follow Amy on Facebook: https://www.facebook.com/AmyVetterCPA * Follow Amy on X: https://x.com/AmyVetterCPA * Follow Amy on Instagram: https://www.instagram.com/amyvettercpa * Follow Amy on TikTok: https://www.tiktok.com/@amyvettercpa * Listen to Amy’s podcast, Breaking Beliefs, on Apple: https://podcasts.apple.com/us/podcast/breaking-beliefs/id1479885723 * Listen to Amy’s podcast on Spotify: https://open.spotify.com/show/0HXKfgMeNNmYFPcwxUiDLq * Watch Amy’s podcast on YouTube: https://www.youtube.com/playlist?list=PLH6w3jKF_jDIzBsV9Q9ktkPQCR6qSKWci * Check out Amy’s book, “Disconnect to Connect: Tap Into the Power Within You to Create the Life You Desire,” “Business, Balance & Bliss: How the B3 Method® Transforms Your Career and Life,” and “Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud:” https://www.amyvetter.com/books1 * Sign up for Amy’s 90-day course, Creating Improved Health,Mind & Overall Wellness: https://www.businessbalancebliss.com/courses/90-day-creating-improved-health-mind-overall-wellness * Join the waitlist for Amy’s course, 30-Day Work-Life Harmony & Finding Balance: https://maven.com/theb3methodinstitute/work-life-harmony-30-day***********************************About The Essential Tax Podcast:In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that make your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas.Watch or listen to more episodes of The Essential Tax Podcast: * https://www.youtube.com/@TheWolfGroupPC * Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 * Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOfConnect and learn more from your host, Mishkin Santa: * Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta * Follow The Wolf Group, P.C. on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc * Read Mishkin’s bio on Wolf Group, P.C.’s website: https://thewolfgroup.com/our-people/mishkin-santa