Podcasts about certified public accountants

Title of qualified accountants in many countries

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Latest podcast episodes about certified public accountants

Passive Income Pilots
#118 - The Big Beautiful Tax Bill with Nathan Sosa

Passive Income Pilots

Play Episode Listen Later Jul 11, 2025 48:38


Get ready to demystify the 2025 Tax Bill.Hosts Tait Duryea and Ryan Gibson sit down with Nathan Sosa, tax strategist at Hall CPA, to uncover what this sweeping legislation really means for pilots and high-income earners. From the return of 100% bonus depreciation to new deductions for auto loans and overtime, Nathan breaks down exactly who benefits and how. Whether you're building passive income or just want to keep more of what you earn, this is required listening.Nathan Sosa is a Certified Public Accountant (CPA) with Hall CPA, a firm specializing in real estate tax strategy. As a seasoned tax strategist, Nathan works closely with high-income professionals and investors to navigate complex tax codes and optimize financial outcomes. With expertise in Opportunity Zones, real estate syndications, and tax planning, Nathan empowers clients with proactive strategies to minimize tax liabilities and build wealth.Show notes:(0:00) Intro(02:29) The one test every pilot over 40 should do(05:25) Treat your medical like a checkride(07:09) Primary care vs. AME: What's the risk?(12:33) EKG tip that can save your exam(16:01) Why most AMEs can't coach you(19:43) ADHD, mental health, and new FAA standards(25:07) Screening tests to do by age group(31:02) MedExpress simulator and application tips(35:06) How to access your past FAA medicals(49:00) OutroConnect with Nathan Sosa:Book a Discovery Call with Nathan Sosa: https://bit.ly/HallCPA —If you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/— You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Unofficial QuickBooks Accountants Podcast
QBO's New Error Detection AI Agent

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 10, 2025 44:44


Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
Interacting With QuickBooks Online's Platform Overhaul

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 3, 2025 53:59


Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comRightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.Alicia's QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907Alicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDesktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

The Business Credit and Financing Show
Building Wealth While Building Your Business: Insights from Experts in Finance and Investing

The Business Credit and Financing Show

Play Episode Listen Later Jul 2, 2025 31:29 Transcription Available


Carter Cofield is one of the co-founders of Melanin Money, a platform dedicated to empowering Aspiring 1st Generation Melanin Millionaires. He's a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), is the Lead Advisor at Cofield Advisors, LLC. He is passionate about empowering entrepreneurs to thrive by strategically navigating their taxes. Carter's dedication to financial literacy led him to co-create Melanin Money, the #1 brand for wealth builders of color, with a mission to close the racial wealth gap by 10%. Melanin Money was born out of the need to bridge the wealth gap for people of color. With a focus on providing trusted education, resources, and a supportive community, the platform equips individuals with the tools to start building wealth and securing financial freedom. Through a combination of financial education, branded initiatives, and merchandise, Melanin Money is creating a movement to help individuals of color build generational wealth and leave a legacy for future generations.   During the show we discussed: Understand the $100B wealth gap and how to close it. Learn how to reach your first $1M in net worth. Discover legal ways to pay less in taxes. Use proper strategies to shelter money from the IRS. Turn everyday expenses into tax deductions. Apply income shifting to reduce taxes. Invest while saving on taxes using real estate and other assets. Know key financial principles before investing. Believe wealth is possible to achieve it. Avoid common mistakes new investors make. Align investments with business growth goals. Assess risk and diversify your portfolio. Invest wisely with limited time and resources. Choose the right assets to grow your wealth. Balance business reinvestment with personal investing. Structure finances for business and personal wealth. Build passive income while growing your business. Balance short-term and long-term investments. Explore overlooked wealth-building opportunities. Plan taxes smartly to boost investment returns. Leverage compound interest for long-term gains.   Resources: https://melaninmoney.com/   

The Ambitious Bookkeeper Podcast
205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Jul 2, 2025 60:21 Transcription Available


Send us a textIn this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and business owner needs to know.In this episode you'll hear:The real audit triggers that most people don't know about (hint: it's not filing extensions!)Why construction contractors and real estate investors are being targeted more frequentlyHow the IRS uses algorithms and financial status analysis to select audit candidatesWhat documentation and systems keep businesses safe from IRS scrutinyThe steps that practically guarantee a "no change" auditMeet Adrian LopezAdrian Lopez is a Certified Public Accountant (CPA) and a former IRS Revenue Agent.During his tenure with the IRS, he audited a wide range of self-employed individuals and small business owners, including dentists, doctors, construction contractors, restauranteurs, manufacturers, wholesalers, tax preparers, real estate professionals, landlords, money managers, and farmers.Now, Adrian is launching his own tax and accounting practice, dedicated to serving individuals, families, and small businesses.He offers a comprehensive suite of services, including individual and business income tax preparation, audit representation, advisory and consulting services, tax planning, and bookkeeping.Connect with Adrian LopezLinkedin: https://www.linkedin.com/in/adrianl1996/Website: https://www.anlcpa.com/Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Get access to the Dubsado Decoded Private Podcast Series here>>And watch for the Summer Sale (20% off) Dubsado Decoded, the course happening July 7-13.DubsadoDecoded.com Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Federal Tax Updates
The Big Beautiful Bill: Summer Tax Drama Unfolds

Federal Tax Updates

Play Episode Listen Later Jun 30, 2025 58:21


Annie and Roger break down the political maneuvering around the "big beautiful bill" extending the Tax Cuts and Jobs Act, explaining why seemingly simple provisions like no tax on tips and overtime could create major headaches for the 2026 filing season. They examine proposed IRS budget cuts of 37% and workforce reductions of 20% at the same time new tax complexities are being added. The hosts also celebrate the success of the 2025 filing season while questioning whether similar results are possible given the challenges ahead, including new Commissioner Billy Long's appointment and the ongoing uncertainty about when and what form the final legislation will take.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (02:14) - The Big Beautiful Bill: An Overview (02:37) - Republican and Democrat Perspectives (04:04) - Understanding Cuts and Dynamic Scoring (06:10) - Medicare and Eligibility Changes (08:23) - State and Local Tax Deduction Debate (11:13) - House vs. Senate: Political Dynamics (17:24) - New Proposals: Tips, Overtime, and More (29:16) - Temporary Tax Law and Its Implications (33:55) - Challenges with No Tax on Overtime (39:34) - Successful 2025 Filing Season Recap (44:45) - Proposed Budget Cuts and Their Impact (51:44) - New IRS Leadership and Future Outlook (56:43) - Conclusion and Future Updates Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Unofficial QuickBooks Accountants Podcast
June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jun 26, 2025 40:48


QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:59) - QuickBooks Inventory Module Update (10:11) - New Square Connector Features (16:22) - Mineral HR Platform Overview (20:55) - Updating Employee Handbooks (23:30) - Algorithm for Personalized Suggestions (24:43) - Navigating Client Subscriptions (25:19) - Future Features and Revenue Share (28:11) - AI Agents and Upcoming Features (31:09) - New QuickBooks Dashboard (37:11) - Training and Resources for New Interface (39:44) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comQuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usIntuit Connect: Intuit Connect: The premier accounting eventFirm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labelsIn the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_linkPartner Council applications are now open:https://www.firmofthefuture.com/partner-council/partner-council-applications-open/Alicia and Matthew:Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveConnect with Matthew: https://facebook.com/spotycushttps://youtube.com/parkwayinchttps://instagram.com/spotycushttps://twitter.com/spotycushttps://www.linkedin.com/in/parkwayinc/

MoneyWise on Oneplace.com
What If I Haven't Filed Taxes in Years? with Kevin Cross

MoneyWise on Oneplace.com

Play Episode Listen Later Jun 20, 2025 24:57


Did you hear about the guy who tried to pay his taxes with a smile? Unfortunately for him, the IRS still prefers cash.All jokes aside, failing to file your taxes for several years is no small matter—but it's not the end of the road, either. Kevin Cross joins us today with practical steps to help you get back on track.Kevin Cross is a Certified Public Accountant (CPA) who has headed CPA firms in Florida and now Georgia. He has studied the tax code extensively and specializes in representing taxpayers before the Internal Revenue Service (IRS).Start With the Present, Not the PastThe further you fall behind, the more difficult it is to catch up. But rather than beginning with the year you first missed, he recommends filing your most recent return first—say, 2024—and working backward as needed. This shows the IRS that you're attempting to come into compliance, not ignoring your obligations.Falling behind on taxes is more common than most people think. Life events like divorce, disability, job loss, or even the rise of gig work can trigger tax complications. For example, many gig workers receive a 1099 for the first time, try to file using online software, and are shocked to discover they owe thousands. Rather than seek help, they freeze—and the following year's return also goes unfiled.Of course, COVID didn't help as many people have been struggling since then to get back on track.Do You Always Have to File?A common misunderstanding is that you must always file. If you're not going to owe anything, you don't have to file. That includes many senior citizens who live solely on Social Security.However, if you're due a refund, you have up to three years to file and claim it. Miss that window, and the refund is forfeited.Importantly, there's a difference between not filing and not paying. Sometimes you don't know what you owe—or if you owe—until you file.Even if you don't owe taxes on the sale of a primary residence, for example, the IRS won't know that unless you file. If you don't, you might receive a letter saying you owe thousands in capital gains tax—money you could've avoided paying.How to Begin the ProcessIf you're unsure how many years you've missed, a good first step is to request a Wage and Income Transcript from the IRS. This document shows all your reported income—W-2s, 1099s, Social Security, retirement distributions, and more. You can request it through the IRS website by searching for “IRS wage and income transcript.”Even with transcripts in hand, deciphering them can be complicated. That's why we strongly recommend seeking help from a CPA or tax professional familiar with IRS representation. You may not know what to do with what you find. You can find a Certified Kingdom Advisor (CKA) in your area who specializes in tax planning and preparation by going to FaithFi.com and clicking “Find a Professional”. Also, it's helpful to know that the IRS's own handbook, the Internal Revenue Manual, usually requires only the last six years of returns to be filed. That's a helpful limit for those unsure where to begin.The IRS Will Work With YouDon't let fear keep you stuck. The IRS can work with you. Options include payment plans or even an offer in compromise, which may reduce your total tax liability.Filing late taxes doesn't have to be terrifying. With the right help and a step-by-step plan, you can get back on track—and even experience peace of mind. The IRS just wants to see you trying. Start with today, and take it one step at a time.On Today's Program, Rob Answers Listener Questions:I have a TIAA retirement account from my husband's time as an adjunct professor at a local community college. It's a small amount. As I'm 76, I'm required to set aside a certain amount each year. I would like to give this to my son now so that those amounts can stay in the account and start accruing interest. Can I do that?We have a credit card balance of $15,000 with an interest rate of 11%. We try to pay $2,000 a month, but the balance keeps increasing. Part of the reason is that our 29-year-old daughter, who lives and works in London, has a card on our account. We initially gave her the card for emergencies and plane tickets home, but she's using it for other expenses, such as occasional Ubers and travel. We want to pay off this card, but we're making no progress. What can we do?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Kevin Cross (CPA)Internal Revenue Service (IRS.gov)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Heart Of The Matter - A Podcast On Legal Developments From Around The World
From Singapore to Hong Kong: A Legal Pioneer's 30-Year Journey

Heart Of The Matter - A Podcast On Legal Developments From Around The World

Play Episode Listen Later Jun 20, 2025 53:20


Episode Summary: Angela Wang – 30 Years in Hong Kong LawThis episode features Angela Wang, a Singapore-trained lawyer who made the bold decision to establish her own boutique law firm in Hong Kong back in 1995. Now celebrating its 30th anniversary, her firm stands as a testament to her vision for independence and her sharp understanding of Hong Kong's dynamic legal landscape.Angela shares how she skillfully navigated through multiple global financial crises while building a thriving cross-border practice, particularly benefiting from China's market opening. She offers unique insights by contrasting Hong Kong's entrepreneurial spirit with Singapore's more structured environment, shedding light on what truly sets Hong Kong's legal market apart.The episode delves into how her firm focused on mid-sized transactions, her strategies for adapting to Hong Kong's challenging business culture, and her resilience in surviving various economic downturns since 1995. She also touches on leveraging opportunities within China's evolving market and her thoughtful approach to balancing AI integration with traditional legal practice. It's an inspiring story of determination, adaptability, and a genuine passion for law, leading to three decades of remarkable success in one of Asia's most vibrant legal hubs.Our GuestAngela WangAngela is a graduate from the National University of Singapore and has practised with major international law firms in Singapore, Australia and Hong Kong. Angela regularly advises major international clients including Fortune 500 companies on a wide range of corporate matters including the takeover of listed companies, IPOs, substantial asset restructuring, capital fund raising, cross border private equity transactions and structured financing in Hong Kong China and South East Asia. She also acts for China state owned enterprises and Chinese domestic companies and entrepreneurs in their various investments overseas.Angela is a regular speaker at legal conferences for corporate counsel and business chambers in Hong Kong, Singapore and China.Our HostAjay ShamdasaniAjay Shamdasani is a veteran writer, editor and researcher based in Hong Kong. He holds an AB in history and government from Ripon College, JD and MIPCT degrees from the University of New Hampshire Franklin Pierce Law School, and an LLM in financial regulation from the Illinois Institute of Technology's Chicago-Kent College of Law.His 15-year long career as a financial and legal journalist began as deputy editor of A Plus magazine – the journal of the Hong Kong Institute of Certified Public Accountants. From there, he assumed the helm of Macau Business magazine as its editor-in-chief, and later, joined Asialaw magazine as its deputy editor.More recently, he spent close to seven years as a senior correspondent with Thomson Reuters' subscription-based trade-wire service Regulatory Intelligence/Compliance Complete (previously called Complinet) in Hong Kong. While there, he covered regulatory developments in that city, as well as Singapore, India and South Korea.

Unofficial QuickBooks Accountants Podcast
Look What We Found: June Edition - Interface Updates and Banking Feed Revolution

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jun 19, 2025 46:54


Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:34) - Company Updates and Good Problems (01:08) - Interface Changes in QuickBooks (03:30) - New Features in QuickBooks Expenses (08:20) - Settings and Notifications (18:12) - Banking Feed Enhancements (22:13) - Error Correction and New Feature Introduction (22:28) - Request Info Button in Banking Feed (26:14) - Intuit Drive and Document Storage (29:51) - Rumors and New Features in QuickBooks (34:02) - QuickBooks Time Integration (35:39) - Fusion: The New Interface (41:05) - Upcoming Events and Announcements Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!Come join Margie for Akadian's first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

Wake Up to Wealth
Mastering Business Financials with Sara Lavdas: Insights from a CFO

Wake Up to Wealth

Play Episode Listen Later Jun 18, 2025 35:48


In episode 40 of Wake Up to Wealth, Brandon Brittingham interviews Sara Lavdas, a Certified Public Accountant and a Chief Financial Officer, as she shares her insights on how entrepreneurs can better manage their finances, avoid common pitfalls, and leverage strategies like cost segregation to maximize tax benefits.Tune in for valuable discussions on wealth management and financial strategies that can enhance your journey to financial independence. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Sara LavdasLinkedIn: https://www.linkedin.com/in/sara-lavdas-73a31aa5/==========================SUPPORT OUR SPONSORS:Email Carson at The Money Multiplier: carson@themoneymultiplier.comHorizon Trust: https://www.horizontrust.com/BrandonBResponsive Mortgage: https://www.responsivemortgage.com/Rocketly: https://rocketly.ai/   

Federal Tax Updates
Beyond the Resume: Why Skills Testing is the Future of Accounting Hires

Federal Tax Updates

Play Episode Listen Later Jun 16, 2025 58:50


Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Physician Empowerment
69 - What You Might've Left Off Your Last Tax Return with Obed Maurice

Physician Empowerment

Play Episode Listen Later Jun 15, 2025 38:11


Want to dive deeper into topics like this? Master your journey with Physician Empowerment's Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass—In this episode, Dr. Wing Lim welcomes Obed Maurice, CPA, CA, CFP, and founder of financial wellness tech startup MaximONE, to Physician Empowerment to share tax insights. Obed talks about his career journey, which led him from a very lucrative position at an accounting firm to founding his own more holistic business model that focuses on a comprehensive view of client finances. He explains how his firm differs from more traditional accounting firms and how that leads his team to be able to understand tax insights that other firms may miss.    Wing and Obed discuss in practical terms how Obed's approach to clients differs, and how he spends a significant amount of time getting to know the client and their overall situation during discovery. His team focuses more on total wealth planning instead of just tax filing year to year. Obed offers advice from his experience on things everyone should be looking at in terms of tax planning, from deferred income and salaries versus dividends to estate planning and income splitting opportunities. He explains to Wing that the simplicity of financial hygiene and long-term impact lead to a greater return on investment and the right tax strategy is very much part of that equation. This episode gives valuable insights into what to look for in terms of overall accounting practices that take more than just a single tax return into consideration year by year.About Obed Maurice: Obed Maurice, CPA, CA, CFP, stands out as an accomplished holistic financial planner with a wealth of experience and a commendable track record. Holding the distinguished credentials of a Certified Public Accountant (CPA) since 2010, Obed has held significant roles, including that of Chief Operating Officer for a prominent ultra high-net-worth family office and later, as a partner in a mid-sized CPA firm. His entrepreneurial spirit led him to establish one of Canada's pioneering cloud-based CPA firms, a venture that saw successful acquisition in 2018. Furthering his innovative pursuits, Obed launched MaximONE, a tech startup dedicated to automating financial wellness and offering proactive advice.Obed's contributions to the field have not gone unnoticed; he has been honored with the CPA Distinguished Service Award by CPA Alberta and the Career Virtuoso Award by Lethbridge College, underscoring his exceptional service and dedication to his profession. As a holder of CPA, CA, and CFP designations, Obed's passion lies in empowering individuals to unlock their potential through sound financial planning.His philosophy towards financial planning is deeply personal, drawing from the comprehensive and holistic needs of his own family. Obed excels in assisting entrepreneurs and professionals in amplifying the value of their life's work, guiding them in wealth creation and preservation through meticulous planning, strategic,, holistic approaches, and a dedicated team to bring plans to fruition.Beyond his professional endeavours, Obed's personal life is enriched by his roles as a husband and father to a young daughter. He is deeply committed to community service, actively participating in volunteer activities and contributing positively to society.__Resources discussed in this episode:Obed Maurice on LinkedInMaxim Advisory Group__Physician Empowerment: Attend an upcoming Empowerment RetreatJoin the Physician Empowerment Masterclass nowWebsite: PhysEmpowerment.ca

Linchpin Conversations
P90X, Beachbody, Running & more.

Linchpin Conversations

Play Episode Listen Later Jun 13, 2025 38:19


Trae is a husband & soon-to-be father. He works as a Certified Public Accountant & therefore has a very demanding work schedule, especially during tax season. He got interested in fitness at the end of college when he started to gain a bit of weight. He has tried all sorts of workout programs, but they never fully met his needs until he found Linchpin. He has been a Linchpin member for 2 years & looks forward to many more.

Unofficial QuickBooks Accountants Podcast
Keeper + Anchor ≠ Kanchor

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jun 12, 2025 37:48


Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.SponsorsBDO Alliance - https://uqb.promo/bdo(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:39) - Exciting News: Keeper and Anchor Integration (01:53) - Details of the New Integration (04:03) - Customer-Driven Development (07:52) - Real-Life Use Cases (11:18) - Understanding Keeper and Anchor (14:50) - Initial Feedback and Reactions (16:10) - Admiration and Problem-Solving Approaches (18:39) - Industry Trends and Platform Consolidation (27:22) - Impact of Intuit's API Changes (31:11) - Future of Accounting Technology (33:19) - Upcoming Conference and Fun Plans (35:15) - Conclusion and Final Thoughts Keeper: https://keeper.app/?via=4aaea6Anchor: https://join.sayanchor.com/iX6Hba  Mention Royalwise when you sign up to get a $50 creditScaling New Heights: https://www.woodard.com/scaling-new-heights-2025•Keeper Karaoke on Monday•Grab a tutu for Tutu Tuesday at the Royalwise booth, •Royalwise Pool Party at Cabana #9 on Wednesday!Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Living Off Rentals
#278 - How to Use Accelerated Depreciation to Save Thousands on Taxes - Dawn Polin

Living Off Rentals

Play Episode Listen Later Jun 11, 2025 26:53


Joining us on this episode of Living Off Rentals is someone who helps rental property investors unlock huge tax savings through accelerated depreciation. Dawn Polin is a Certified Public Accountant (CPA) with over 20 years of experience, including managing the cost segregation practice at a large CPA firm.  Today, she's the Managing Director of Rental Property Refund, a platform that simplifies and automates accelerated depreciation studies so everyday investors can take full advantage of this powerful tax strategy. Listen as she explains what cost segregation is, how this strategy can dramatically reduce your tax burden and even offset W-2 income, and what's on the horizon for bonus depreciation laws. Enjoy the show! Key Takeaways: [00:00] Introducing Dawn Polin and her background [01:33] Dawn's background and her journey into tax strategy [02:08] What is Cost Segregation and why does it matter? [03:23] The step-by-step cost segregation process [06:45] Strategies people use to offset asset depreciation [08:25] The difference between short-term and long-term rentals [09:44] Long-term rentals are going to be passive [12:50] Streamlining with rental property refund [14:42] Common mistakes real estate investors make  Guest Links / Special Links: Get 10% off on Rental Property Refund's tax tool by checking out their free webinar below ⬇️  https://rentalpropertyrefund.com/aff-wh-refersion.php?rfsn=8663927.c9edf7 Plus, get an extra $150 off by using the promo code KIRBY150, exclusively for the Living Off Rentals community.  Website: https://rentalpropertyrefund.com/  Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals   

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
IAM2494 - Wealth Builder Helps Clients With Tax Planning and Preparation

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co

Play Episode Listen Later Jun 11, 2025 16:58


Jeff Badu is a licensed Certified Public Accountant (CPA), entrepreneur, and wealth strategist dedicated to helping individuals and businesses build and sustain generational wealth.    Jeff founded Badu Enterprises LLC, a global company that owns Badu Tax Services, a top virtual tax firm with clients across the U.S. and five countries.    Jeff specializes in tax planning, financial coaching, and real estate investment, particularly focused on revitalizing underserved communities such as Chicago's South Side.    Jeff emphasizes automation, virtual assistants, and systems thinking to streamline operations and scale impact.   He recommends starting with a clear mission, learning from mentors early, and focusing on legacy-building through smart strategy and leadership development.   Website: Jeff Badu  LinkedIn: Jeff Badu, CPA   Previous Episode: iam302-wealth-builder-helps-clients-with-tax-planning-and-preparation   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Heart Of The Matter - A Podcast On Legal Developments From Around The World
Strategic Legal: Turning Costs into Growth for VC-Backed Firms

Heart Of The Matter - A Podcast On Legal Developments From Around The World

Play Episode Listen Later Jun 11, 2025 36:58


Are legal costs a burden or a strategic investment for your venture capital-backed company? In this episode of "Heart of the Matter," we chat with David Cameron of David Cameron Law Office about fundamentally transforming your view of legal representation. David explains why lawyers are now essential for VC-backed firms scaling rapidly and navigating complex capital tables. We discuss why innovative boutique law firms with fixed-fee models are often the perfect fit for their unique needs. You'll also learn how legal compliance can be a powerful strategic advantage that builds trust, especially in fast-moving sectors like fintech and AI. This conversation will challenge you to see legal spending as a genuine strategic investment that boosts growth and relationships. Ultimately, it's about seeing your legal counsel as true strategic partners in your VC-backed business's future.Our GuestDavid CameronDavid is a dual-qualified Hong Kong solicitor and New York attorney who has been advising on corporate matters and financial transactions across Asia, based out of Hong Kong, for over 16 years. David has worked for Linklaters and Allen & Overy in addition to, most recently, being a Partner at Dorsey & Whitney. ​​​David has a proven track-record of helping clients with enthusiasm and an entrepreneurial approach. This has resulted in multiple first-ever transactions and initiatives that have led to first-ever national rankings and various international awards. David is consistently ranked globally by institutions such as IFLR1000 and also ranked regionally by institutions such as IBLJ's Top 100 International A-List. ​David holds three graduate degrees, a JD, an MBA and an MA, from the University of Pennsylvania and a BA from Georgetown University.​Our HostAjay ShamdasaniAjay Shamdasani is a veteran writer, editor and researcher based in Hong Kong. He holds an AB in history and government from Ripon College, JD and MIPCT degrees from the University of New Hampshire Franklin Pierce Law School, and an LLM in financial regulation from the Illinois Institute of Technology's Chicago-Kent College of Law.His 15-year long career as a financial and legal journalist began as deputy editor of A Plus magazine – the journal of the Hong Kong Institute of Certified Public Accountants. From there, he assumed the helm of Macau Business magazine as its editor-in-chief, and later, joined Asialaw magazine as its deputy editor.More recently, he spent close to seven years as a senior correspondent with Thomson Reuters' subscription-based trade-wire service Regulatory Intelligence/Compliance Complete (previously called Complinet) in Hong Kong. While there, he covered regulatory developments in that city, as well as Singapore, India and South Korea.

Smart Money Circle
Bitcoin Depot COO $BTM Discusses Building Teams and Navigating the Crypto Boom

Smart Money Circle

Play Episode Listen Later Jun 6, 2025 11:24


Guest Name:Scott Buchanan, COO, of Bitcoin Depot $BTMWebsite:https://bitcoindepot.com/Ticker:NASDAQ: BTMBio:Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems and optimizing business processes to maximize results. He brings a strong professional background in accounting and finance, having previously worked as a manager for Acuity Brands and an assurance associate for KPMG. Scott is also a Certified Public Accountant with a master's degree in accounting from Wake Forest University. 

Financial Freedom and Wealth Trailblazers Podcast
Maximize Wealth, Minimize Tax Risk: Here's How With Rachel Farris

Financial Freedom and Wealth Trailblazers Podcast

Play Episode Listen Later Jun 6, 2025 15:11


Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're breaking down how to minimize risk and maximize your wealth—not through guesswork, but through smart, strategic tax moves most people overlook.Rachel Farris is a distinguished Certified Public Accountant recognized as one of the top 40 Under 40 Tax and Accounting Professionals by CPA Practice Advisor. Her CPA firm specializes in helping individuals & businesses through the complex landscape of tax and compliance issues, offering sophisticated tax planning & minimization strategies and overseeing their Act 60 journey. Her extensive experience at a top-tier Big 4 international accounting firm informs her comprehensive & global approach.Rachel Farris, CPA has offices in San Francisco & Puerto Rico and is highlighted for her strategic use of the Act 60 Puerto Rico investor & business tax decrees – to maximize tax savings for her clients. Her firm's mission is to deliver exceptional service, leveraging specialized expertise in tax planning & compliance to meet the needs of their clientele. She also offers a comprehensive educational course on Act 60, available at MaximizeWealth.com, designed to empower individuals with the knowledge and tools needed to confidently navigate Puerto Rico's tax incentives.Connect with Rachel Here: https://www.linkedin.com/company/rachel-farris-cpa/https://www.maximizewealth.com/Grab the freebie here: https://www.maximizewealth.com/products/courses/act-60===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

Unofficial QuickBooks Accountants Podcast
Beyond Invoices: Mastering QBO Payment Links

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jun 5, 2025 23:19


Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Alicia's Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907Alicia's QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1  (00:00) - Introduction to the Episode (01:37) - Introduction to Payment Links (02:45) - Creating and Using Payment Links (06:23) - One-Time Payment Links (08:53) - Multi-Use Payment Links (11:24) - Limitations and Workarounds (18:04) - Advantages of QuickBooks Payments (20:08) - Conclusion and Upcoming Events

Entrebrewer
Inside the Tax Game Plan: Real Advice for Real Business Owners (Interview with Payton Gillis)

Entrebrewer

Play Episode Listen Later Jun 5, 2025 30:31


I'll start by saying that I strongly dislike financials, accounting, taxes, etc. Today's guest is truly an authority and subject matter expert in this space. He and I connected online over a year ago. Then he came to our 2nd BOA event last June. Since then we have had the opportunity to get to know each other even better, and we are in the process of launching his new website. He is someone that loves what he does, and is someone I'm glad to have in my corner. My guest today is Payton Gillis. He is the Owner of Tax Game Plan. Payton's Bio:- CPA and Certified Tax Planner - Operates a boutique tax planning CPA firm – primarily focused on helping successful 6-7 figure small business owners and real estate investors strategically reduce their tax liabilities Recently founded REI Tax University – an online community focused on educating and providing resources to help savvy real estate investors implement effective tax planning strategies.Payton is happily married with three beautiful children. When he isn't working, you may find him coaching his son's soccer team, in the stands watching his daughter cheer, or out on other excursions with his young family. He received his Bachelors degree from Saint Louis University, along with a Masters in Accountancy from Southern Illinois University of Edwardsville. He is a Certified Public Accountant as well as a Certified Tax Coach.Connect with Payton:REI Tax University - www.reitaxu.com Facebook - https://www.facebook.com/groups/399085915934034 Youtube - https://www.youtube.com/@REITaxU LinkedIn - www.linkedin.com/in/paytongillis Tax Game Plan - www.tgpfirm.com Builders of Authority:FREE Facebook Group: https://www.facebook.com/groups/7685392924809322 BOA Mastermind: https://buildauthority.co/order-form-mastermind GoHighLevel Extended 30-day Free Trial w/TONS of Personal Branding Bonuses: http://gohighlevel.com/adammcchesney

Illinois In Focus - Powered by TheCenterSquare.com
Illinois in Focus Daily | June 4th, 2025 - Illinois Approves Digital Currency Regulations

Illinois In Focus - Powered by TheCenterSquare.com

Play Episode Listen Later Jun 4, 2025 30:24


Greg Bishop talks with Andrew Gordon, an attorney and Certified Public Accountant, who just launched Main Street Crypto PAC, a new federal political action committee. The two discuss digital currency regulations and the future of investing in crypto.

PracticeCare
Joe Lessard on Managing Overhead Costs in Your Practice

PracticeCare

Play Episode Listen Later Jun 3, 2025 40:11


One of the keys to a profitable medical or dental practice is to be smart on overhead costs. They're significant, and sometimes difficult to find. If you don't understand your overhead costs, or if you feel like you're working harder for the same compensation, then this is an episode you'll want to listen to. Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients' operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that's why Joe's commitment to his clients' needs and his customer service is what he prides himself on.In this episode Carl White and Joe Lessard discussWhat the main overhead costs in a practice areWhat good vs. bad levels look likeWhy more practice owners do not have a handle on their overhead costsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Joe Lessardhttps://www.linkedin.com/in/joelessardpbm/https://www.instagram.com/thedoctorscpa/For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it. Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Federal Tax Updates
Former Commissioner Danny Werfel Speaks on the Past and Future of the IRS

Federal Tax Updates

Play Episode Listen Later Jun 2, 2025 59:30


Former IRS Commissioner Danny Werfel joins Roger and Annie for a wide-ranging conversation about his tenure leading the nation's tax agency during a period of unprecedented funding and modernization efforts. Werfel discusses the challenges of rebuilding IRS operations, his decision to resign during the transition to Trump, and his concerns about maintaining tax system stability while pursuing automation and reform. Using memorable analogies—from unpowered refrigerators to football stadiums under construction—he offers frank insights into what it takes to run a healthy tax system and why strong tax administration is essential for economic stability.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome Former IRS Commissioner Danny Werfel to Federal Tax Updates (03:37) - Commissioner's Background and Expertise (07:17) - Challenges and Opportunities at the IRS (11:43) - IRS Modernization and Future Vision (23:39) - The Importance of a Tax System (29:11) - Why Commissioner Werfel Left the IRS (31:08) - Navigating the Transition Period (31:42) - Seeking Guidance from the Incoming Treasury Secretary (34:42) - The Importance of Listening and Feedback (42:53) - Challenges with the Employee Retention Credit (50:10) - What Changes Would You Implement if You Had Total Control (53:59) - Future Plans and Reflections (56:21) - Georgia Football and Final Thoughts Danny Werfel https://www.linkedin.com/in/danny-werfel-89441594Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

ACB Community
20250530 In Perspective

ACB Community

Play Episode Listen Later May 30, 2025 60:24


20250530 In Perspective Originally Broadcasted May 30, 2025, on ACB Media 5   This episode featured Lorraine Wiseman, Certified Public Accountant and President and CEO of Leading the Wise Way, a consulting firm specializing in strategy and change management   Sponsored by: Branco Events     Find out more at https://acb-community.pinecast.co

Unofficial QuickBooks Accountants Podcast
Going Ape for APIs (Breaking News with Hector Garcia)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 29, 2025 46:07


Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/Hector's Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsAlicia's new QBO Complete 2025 book + eBook: http://www.questivaconsultants.comAlicia's Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:32) - Intuit's New API Guidelines (02:27) - Metering and Costs for API Usage (03:25) - Impact on Small and Large Apps (04:16) - New API Access Points (04:44) - Inventory Adjustment API (08:49) - Custom Fields API (10:39) - Projects API (13:19) - Sales Tax API (16:38) - Payroll Compensation API (20:15) - API Monetization and Timelines (22:21) - Metering and Pricing Adjustments (24:26) - API Credits and Developer Tiers (25:57) - Impact on App Developers (34:24) - Intuit's Strategic Moves (39:27) - Upcoming Events and Personal Updates

The Impatient Entrepreneur
The Payroll Playbook with Charles Read

The Impatient Entrepreneur

Play Episode Listen Later May 28, 2025 41:42


Charles J. Read is a Certified Public Accountant (CPA), U.S. Tax Court Practitioner (USTCP), Vietnam veteran, and former member of the Internal Revenue Service Advisory Council (IRSAC). He's also the founder of GetPayroll, a full-service payroll and payroll tax company serving businesses nationwide since 1991.With over 50 years of financial leadership experience across multiple industries, Charles is a seasoned executive, entrepreneur, and author of four books. His latest, The Payroll Book: A Guide for Small Businesses and Startups, is currently ranked in the top 25 in Amazon's Small Business Books category.Charles' Links:Website: https://getpayroll.com/Facebook: http://facebook.com/getpayrollInstagram: https://www.instagram.com/getpayroll/LinkedIn: https://www.linkedin.com/company/10964861/Freebies: https://thepayrollbook.com/resources/Book Recs:The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It: https://amzn.to/46z9tFzIn Search of Excellence: Lessons from America's Best-Run Companies: https://amzn.to/46FqaikThe Payroll Book: A Guide for Small Businesses and Startups: https://amzn.to/3WDUs0lThe Impatient Entrepreneur's links:Facebook: https://www.facebook.com/TheImpatientEntrepreneurPod⁠LinkedIn: https://www.linkedin.com/company/theimpatiententrepreneurpod/⁠Instagram: https://www.instagram.com/theimpatiententrepreneurpod/YouTube: https://www.youtube.com/@TheImpatientEntrepreneurPod⁠Online: https://www.theimpatiententrepreneurpod.comConnect with us⁠⁠: https://www.theimpatiententrepreneurpod.com/contact⁠Kwedar & Co.'s links:Facebook: https://www.facebook.com/kwedarco⁠LinkedIn: https://www.linkedin.com/company/kwedarco⁠Instagram: https://www.instagram.com/kwedarco⁠YouTube: https://www.youtube.com/@KwedarCo⁠Online: www.kwedarco.comConnect with us: https://www.kwedarco.com/book-consultation

Unofficial QuickBooks Accountants Podcast
May 2025 QuickBooks Online Updates

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 22, 2025 25:03


Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:29) - Upcoming Webinars and Events (05:45) - Bill Pay Enhancements (11:04) - ProConnect Tax Updates (12:34) - Intuit Enterprise Suite Enhancements (17:36) - Additional Announcements from Firm of the Future (22:12) - QuickBooks Checking and Cashflow Tools (23:20) - Wrap-up and Sign-Off Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/Alicia's QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow 

Optimized Advisor Podcast
Mastering the Art of Holistic Financial Advising with Ruth Raftery, APEG

Optimized Advisor Podcast

Play Episode Listen Later May 22, 2025 41:24


Scott welcomed Ruth Raftery in the studio for a discussion about the importance of education in estate and tax planning, the role of financial advisors in collaborating with estate planning attorneys, and shares insights on effective tax planning strategies.Ruth Raftery, JD, CPA, AEP® is a licensed attorney and a Certified Public Accountant with over 20 years of experience. As President and co-founder of Advanced Planning Educational Group (APEG), Ruth is responsible for creating and executing the design and strategic direction of APEG's mission to support the needs of professionals who participate in the holistic planning process. In addition to her role with APEG, Ruth also serves as a Senior Advisor to AltaView Advisors, LLC a business valuation firm with offices in Orange County, San Francisco, Dallas, and New York, and is an instructor at Oakland University in Rochester, Michigan, where she teaches Income Tax in the post-graduate certification program.Ruth has developed and taught various Estate, Gift, Trust, and Tax courses throughout her career. She is past President of the Estate Planning Council of New York City, past Chair of the Estate Planning Committee of the New York State Society of Certified Public Accountants and is an Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils. Ruth received her undergraduate degree in Accounting from the University of Scranton and her Law Degree from Temple University School of Law. She and her husband Brian live in Westfield, NJ. She and Brian have three college-aged daughters – Brigid, Megan, and Erin.  In this episode you will learn the following: The importance of building relationships with attorneys and accountants for financial advisors to effectively incorporate estate and tax planning into their practices.The critical role that financial advisors play in educating clients about estate planning without crossing into legal advice.Innovative strategies, such as leveraging Roth conversions not just for tax benefits, but also for strategic financial planning, such as funding life insurance policies.The unique dynamics of female advisor conferences and the importance of fostering intimate, supportive environments for women in the financial industry. Ruth shares insights into how these settings can encourage authenticity and collaboration, ultimately supporting the growth and success of female financial advisors. Connect with Scott on LinkedInConnect with Ruth on LinkedInFor more on The Optimized Advisor Podcast click here  For more on APEG click hereFollow us on LinkedIn  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

ForbesBooks Radio
The Spirit of Wealth Preservation: Legacy, Purpose, and the Generational Blueprint with Ken Polk

ForbesBooks Radio

Play Episode Listen Later May 21, 2025 34:23


Joe Pardavila welcomes Ken Polk, founder of Arlington—a multi-family office managing $15 billion in assets—and author of The Spirit of Wealth Preservation: Leverage Your Finite Life for the Infinite. Ken delves into the often-overlooked challenges of wealth preservation, arguing it can be just as difficult as building wealth itself. He introduces the concept of “spiritual capital”—the collective purpose that binds families and businesses—and shares how values, legacy, and intentionality form the bedrock of lasting success. From starting Arlington at age 25 with “a desk and a chair” to navigating economic unpredictability, Ken reveals how discipline, simplicity, and a focus on “followship” (not just leadership) drive his approach. He discusses generational shifts in finance, Gen Z's desire to “do good” with wealth, and why he chose not to pass his business to his children, prioritizing their autonomy over tradition. Listeners will gain actionable insights on crafting family legacies, identifying personal gifts, and balancing innovation with timeless principles. Whether you're managing significant wealth or simply seeking to build a meaningful legacy, this episode is packed with wisdom on aligning money with purpose.KEN POLK is the visionary founder of Arlington, a multifamily office specializing in wealth preservation and purpose-driven financial planning. With more than 25 years of experience, Polk has guided affluent families in aligning their financial strategies with their personal and communal values. A Certified Public Accountant and Certified Financial Planner, Polk blends professional expertise with personal passion, helping clients create meaningful legacies. Ken lives with his wife and children in Alabama, where he continues to inspire families to thrive across generations.

The Treasury Career Corner
“Think Like an Owner" Is the Best Career Advice I Ever Got

The Treasury Career Corner

Play Episode Listen Later May 20, 2025 40:29


Frank Melaccio, Vice President, Finance & Treasurer at Horizon Blue Cross Blue Shield of New Jersey, reveals how this mindset propelled his career from banking to executive leadership - and why it could do the same for you.Frank Melaccio is Vice President of Finance and Treasurer at Horizon Blue Cross Blue Shield of New Jersey, one of the United States' largest and oldest health insurers. With a career spanning banking, Big Four consulting, and health insurance, Frank brings a wealth of insight into strategic treasury, risk management, and the future of finance. He's also an adjunct professor at Hofstra University's Frank G. Zarb School of Business and a passionate advocate for continual learning and professional development.Frank holds an MBA in finance from Hofstra University and a BS in both finance and economics from Fordham University. He's also a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and a Certified Financial Risk Manager (FRM).Main topics discussed:Franks career journey: from commuting into Manhattan and dreaming of Wall Street to rising through regional banks and transitioning to health insurance.Frank's move from consulting at PwC during the financial crisis to leading treasury at a health insurer.Building ORSA models and becoming Chief Risk Officer in response to regulatory changes.Franks thoughts on CTP, CFA, CPA, and FRM - how to choose the right one for your path.The importance of team building and how leadership evolves with responsibility.Leveraging AI, coding, RPA, and treasury management systems to modernize and streamline processes.How teaching derivatives and healthcare finance keeps Frank sharp and benefits his corporate leadership.The power of adaptability, planning your path, and the dangers of chasing money over opportunity.You can connect with Frank Melaccio on LinkedIn. ---

Unofficial QuickBooks Accountants Podcast
The 20 Things Bookkeepers Should Never Do (Wheel of Rants)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 15, 2025 51:51


Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.SponsorsDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:27) - Spring Break Road Trip and Intuit Campus Visit (01:54) - Spinning the Wheel of Rants (02:47) - Allowing Clients to Control the Work (04:34) - Giving Legal or Tax Advice (09:24) - Taking Clients Without Required Skills (14:51) - Working for Free and Discounting Invoices (21:04) - Access to Client Bank Accounts (25:44) - Managing Client Communication (29:47) - Importance of Engagement Letters (33:08) - Reviewing and Updating Engagement Letters (35:59) - Vetting Clients Before Engagement (41:50) - Emotional Boundaries with Clients (44:52) - Confidentiality and Professionalism (47:50) - Course Announcements and Wrap-Up Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Nancy McClelland's Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup1Password: 1password.comKeeper: https://keeper.app/?via=4aaea6Alicia's Mobile App class: May 13

American Conservative University
Kash Patel & Pam Bondi Make HISTORIC Announcement and SHOCKING: Is the Gold MISSING at Fort Knox? Jesse Kelly, Wolves and Finance.

American Conservative University

Play Episode Listen Later May 13, 2025 33:42


Kash Patel & Pam Bondi Make HISTORIC Announcement and SHOCKING: Is the Gold MISSING at Fort Knox? Jesse Kelly, Wolves and Finance.   Kash Patel & Pam Bondi Make HISTORIC Announcement https://youtu.be/e-c1wc9rDi0?si=24MIhID_C0QYLteI Jesse Kelly 54.7K subscribers 12,868 views May 11, 2025 The FBI and DOJ just made a big announcement. Jesse Kelly unpacks it. LIKE & SUBSCRIBE FOR NEW VIDEOS DAILY:    / @jessekellydc   Watch Full Editions Of I'm Right With Jesse Kelly: https://bit.ly/3V2F2Tt Check Out Jesse's Latest Interviews With Big-Name Guests: https://bit.ly/48UxEzn Here Are Jesse's Can't-Miss Monologues: https://bit.ly/3UZBWQl Subscribe To Jesse Kelly Wherever You Get Your Podcasts Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/7fy7hsV... Watch Jesse Kelly nightly on The First TV at 9pm ET: TheFirstTV.com/watch Follow Jesse Kelly On all social platforms X - X.com/@JesseKellyDC Instagram - Instagram.com/JesseKellyShow Facebook - Facebook.com/@JesseKellyDC   SHOCKING: Is the Gold MISSING at Fort Knox? There is growing concern over whether the gold at Fort Knox has gone missing. I am Zach. I am a Certified Public Accountant. And I am going to be breaking down the facts that suggest something is seriously wrong at Fort Knox. **Links to all Source documents for this video are on my website at WolvesAndFinance.com. Sign up for a monthly membership to support the channel! Watch this video at- https://youtu.be/KZqINNUE_qw?si=e_QOGobvLCr_PUxd WolvesAndFinance 245K subscribers 35,512 views May 11, 2025 Twitter:   / financewolves   Facebook:   / wolvesandfinance   Instagram:   / wolvesandfinance   BitChute: https://www.bitchute.com/channel/Z0Am... Odysee: https://odysee.com/@WolvesAndFinance Rumble: https://rumble.com/c/c-1369144 Minds: https://www.minds.com/financewolves/ Gettr: https://www.gettr.com/user/financewolves Truth Social: https://truthsocial.com/@FinanceWolves

Unofficial QuickBooks Accountants Podcast
Tags Are Back! (I Told You So!)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 8, 2025 6:56


Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

Unofficial QuickBooks Accountants Podcast

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.(00:06) - QuickBooks ProAdvisor Certification Overview (01:28) - Benefits of Certification (02:55) - ProAdvisor Directory and Points System (05:45) - Recertification Process (10:57) - Recertification Tests and Tips (18:36) - Importance of Certification (19:21) - Credly Badges and ProAdvisor Title (27:35) - Conclusion and Upcoming Events Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everythingIf you need help recertifying because the Intuit training doesn't match your learning style: www.akadian.com/recertify Past episode about Intuit Academy, Nov 2024: https://uqb.show/66Alicia's QBO Mobile App class on May 13, 2025:Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registrationEnroll for class recording with CPE: http://royl.ws/QBOMobileSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Federal Tax Updates
Tax Season Aftermath

Federal Tax Updates

Play Episode Listen Later May 5, 2025 54:08


Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome Back to Federal Tax Updates (02:02) - Post-Tax Season Reflections (03:18) - Employee Retention Credit Updates (12:20) - Beneficial Ownership Information Reporting (18:55) - Current Legislative Landscape in DC (25:34) - IRS Staffing and Morale Issues (31:37) - Challenges Facing the IRS (37:27) - Post-Tax Season Business Strategies (42:08) - Client Management and Pricing Strategies (47:11) - Maximizing Client Relationships and Billing Opportunities (51:07) - Preparing for the Next Tax Season (52:46) - Summer Plans and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Unofficial QuickBooks Accountants Podcast

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.SponsorsHuman at Scale - Debits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:46) - Granular Access for Firm Members (04:08) - Client IDs in QuickBooks Online (06:04) - Bill Pay Onboarding Enhancements (10:00) - QuickBooks Payments Integration (16:09) - Resolution Center in QuickBooks Online (18:56) - Amazon Business Integration (23:20) - Personal Cloud Backup (30:15) - New Ways of Copying Journal Entries (34:23) - Modernizing QuickBooks Online's Code Base (42:17) - Upcoming Features and Roadmap for PayPal Integration (43:16) - Introducing the Fusion Interface (55:19) - Training and Resources for QuickBooks Users Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Alicia's  LinksCredit Cards in QBO course: http://royl.ws/QBO-credit-cardsQuickBooks Payments course: http://royl.ws/QB-Payments-CourseQuickBooks Mobile app course: http://royl.ws/QBOMobileMargie's LinksThe Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
Look What We Found: April 2025

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Apr 24, 2025 44:29


(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:24) - New Features in QuickBooks (05:37) - Enhanced Products and Services (06:52) - Grouping Billable Time in Invoices (11:26) - QuickBooks Live Expert Assist (14:42) - Client Transfer Between QBOA Accounts (15:52) - Retirement Contributions Update (17:12) - Interface Updates and New Screens (22:00) - Balance Sheet Profit and Loss in Modern View (23:50) - Feedback on Modern View Reports (29:37) - Unreproducible Features (29:53) - QuickBooks Payments and Reconciliations (39:12) - Turning Invoice to Credit Memo (40:55) - The Locker Room Community (42:46) - Upcoming Events and Training GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/Alicia's linksConverting from QBDT to QBO class: http://royl.ws/QBDT2QBOConverting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBOMargies LinksThe Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Craft Beer Professionals
Winning in Distribution

Craft Beer Professionals

Play Episode Listen Later Apr 23, 2025 47:32


Most breweries face challenges when it comes to succeeding in distribution. From understanding how the numbers impact the business as a whole to managing distributor relationships, running a sales team, and coordinating logistics, distribution is no easy feat. In this rigged game, wins can happen, though they often feel fleeting. Some breweries distribute out of necessity, while others seek the validation of seeing their beer on store shelves. Whatever your motivation, there are a few essential concepts you must embrace to find success in distribution. In this session, we'll share these key concepts along with benchmarks to help you unlock the path to distribution success.It all started in 2010 when Chris was fortunate enough to assist a start-up brewery with establishing back-office processes. This gave him a firsthand glimpse into the complications of running a brewery. Shortly thereafter, he founded Small Batch Standard, which has become the premier financial agency for craft over the past decade. Everyday, Chris and the SBS team are seeking the opportunity to assist an industry full of entrepreneurs who have proven to create amazing, local products. Small Batch Standard helps breweries uncover profit through outsourced accounting, tax compliance, and benchmark consulting. Chris has worked with over 200 breweries and is driven by building long-lasting deep relationships.Chris graduated from the University of Florida with a Bachelor of Science in Business Finance in 2002. Then in 2006, he received his Master of Business Administration from the University of North Florida. He is an active member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Chris's crew is made up of his wife and 3 children…They rock!Huge thanks to Small Batch Standard + InTouch LabelsStay up to date with CBP: http://update.craftbeerprofessionals.orgJoin us in-person for CBP ConnectsHalf workshop, half networkingCharlotte, NC | June 9-11, 2025Register now: https://cbpconnects.com/

Federal Tax Updates
Inside the IRS: A Conversation with Terry Lemons

Federal Tax Updates

Play Episode Listen Later Apr 21, 2025 54:31


For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Liaison. Terry shares insights from working with six different IRS commissioners, preparing officials for congressional testimony, and navigating public perceptions of the agency. The conversation explores the critical role of the tax professional community, challenges facing the IRS today, and lessons from past filing season successes and failures.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:44) - Celebrating the 50th Podcast with Special Guest Terry Lemons (03:23) - Terry Lemons' Journey to the IRS (06:47) - The Role and Influence of IRS Commissioners (11:33) - Preparing a Commissioner to Testify Before Congress (22:28) - Challenges and Perceptions of Working at the IRS (28:43) - Debunking IRS Agent Myths (30:57) - IRS Efficiency and Transformation (32:24) - Challenges and Improvements at the IRS (33:46) - Reflecting on Filing Seasons (36:04) - Historical IRS Challenges (40:24) - Future Tax Law Changes and Implications (44:31) - Terry's Retirement Plans (46:07) - The Importance of Tax Professionals Community (52:15) - Final Thoughts and Farewell Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Terry Lemonshttps://www.linkedin.com/in/terry-lemons-77b3641a9Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!

Unofficial QuickBooks Accountants Podcast
Intuit Enterprise Suite Updates with Hector Garcia | April 2025

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Apr 17, 2025 72:40


SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.{campaign_start}}(00:00) - Welcome and Introduction (00:44) - Overview of Intuit Enterprise Suite (01:05) - Defining Mid-Market and Enterprise Software (02:48) - Pricing and Client Quotes (06:43) - New Features in Intuit Enterprise Suite (07:55) - Multi-Entity Allocation Tool (16:18) - Consolidated Dashboards and Reports (23:49) - Forecast Reports and Project Budgets (37:23) - Cost to Complete Project Report (39:08) - AI Import for Project Budgets (41:36) - Task Management in Intuit (52:25) - Third-Party Integration Enhancements (54:37) - Speculations on Pricing Transparency (01:01:23) - Future of AI in QuickBooks (01:06:36) - Upcoming Events and Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comMarch 2025 IES Release Notes:https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdfLinksHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Alicia's Payment Class http://royl.ws/QB-Payments-CourseChart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
Chart of Accounts (Wheel of Rants)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Apr 10, 2025 48:23


Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to the Show (00:35) - QuickBooks Online's Chart of Accounts Evolution (02:18) - Reactions to the New Chart of Accounts (04:01) - Renaming Classic Categories (07:33) - GAAP and Custom Chart of Accounts (12:14) - Detail Types and Tax Preparation (17:33) - Managing Opening Balance Equity (21:51) - Undeposited Funds Workflow (25:20) - Reconciliation Discrepancy (27:47) - QuickBooks Online Adjustments (30:32) - The Importance of Numbering Systems (33:59) - Reclassify Tool and Modern Categories (37:21) - Meals and Entertainment Changes (38:52) - Merchant Services and Modern Expenses (43:47) - Final Thoughts and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's classes:Chart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOCredit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cardsVeronica's class:QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

Illinois News Now
Illinois House Bill Seeks Audit Exemption for Small Towns under 1,000 Residents

Illinois News Now

Play Episode Listen Later Apr 8, 2025 0:43


State Representative Dan Swanson has supported a recently approved House measure aimed at alleviating financial burdens on small municipalities in Illinois. House Bill 1082 proposes amending the Illinois Municipal Auditing Law to exempt towns with populations under 1,000 from mandatory annual audits. Currently, the limited availability of Certified Public Accountants specializing in municipal audits, paired with the high costs, poses challenges for these small communities. The Illinois Municipal League highlights such audits as disproportionately expensive for towns with minimal annual budgets. With House approval secured, the bill now moves to the Senate for further consideration. Representative Swanson emphasized the importance of this exemption during recent debates.

Federal Tax Updates
Replay: Surviving a Cyber Attack

Federal Tax Updates

Play Episode Listen Later Apr 7, 2025 50:42


In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.*This is a replay of an episode that originally aired in March, 2024. (00:00) - Welcome to the Federal Tax Updates Podcast (01:30) - Introducing Our Guest: Catharine Madeley (03:26) - The Harrowing Tale of a Data Breach (04:29) - The Initial Discovery and Immediate Response (14:36) - Navigating the Aftermath: Investigation and Recovery (23:42) - Reflections and Lessons Learned from the Cybersecurity Incident (25:58) - The Aftermath of a Data Breach: A Personal Account (26:45) - Law Enforcement's Response to Small Scale Breaches (28:36) - Navigating IRS Procedures After a Breach (29:51) - The IRS Practitioner Relief Opt-In Program: A Lifeline (32:42) - Client Communication and Response to the Breach (42:55) - Lessons Learned and Moving Forward (49:28) - Final Thoughts and Advice Connect with Catharine MadeleyLinkedIn: https://www.linkedin.com/in/catharine-drake-madeleyWebsite: https://www.sallingcpa.comGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Unofficial QuickBooks Accountants Podcast

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - The End of QuickBooks Tags (01:48) - Creative Uses of Tags (04:32) - Migration Timelines and Steps (08:05) - Changes to Custom Fields (12:07) - Migration Process Explained (21:38) - Understanding Tag Association with Customers and Vendors (22:06) - Testing Tag Visibility in Transactions and Multiple Tags (23:25) - Running Reports on Tags Before Migration (25:02) - Limitations of Custom Fields in Profit and Loss Reports (27:37) - Reports That Support Custom Fields (30:55) - Custom Fields in API and Spreadsheet Sync (34:17) - Future Enhancements and Roadmap for Custom Fields (34:45) - Tags vs. Classes: A Detailed Comparison (39:40) - Final Thoughts on Tags and Migration Support (41:32) - Upcoming Classes and Contact Information Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comIntuit's Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_USDan's LinksQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Alicia's Links“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907“QuickBooks Payments” class: Live webinar April 22, recording available afterwardshttp://royl.ws/QB-Payments-CourseSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

The Industrial Real Estate Podcast
Class B Industrial Real Estate in 2025

The Industrial Real Estate Podcast

Play Episode Listen Later Mar 31, 2025 65:50


In this episode of The Industrial Real Estate Show, I welcomed back Zach Harris and Hunt Rose of TrueCore Properties for a deep dive into their latest moves in the industrial space. They share how a previous podcast episode led directly to acquiring a FedEx facility in Baton Rouge, why Class B industrial is their sweet spot, and what makes secondary markets so attractive. The duo breaks down their buy box, value-add strategy, and shift to a fund model—all while emphasizing the importance of downside risk analysis, building functionality, and broker relationships. From tariffs to rail spurs to market fundamentals, this episode is packed with actionable insights for investors, brokers, and industrial enthusiasts alike.About Zach: As Managing Director and one of the co-founding partners, Zach is responsible for the leadership, growth, and strategic direction of the company while also overseeing the investment and operational functions. Prior to TruCore, Zach was a Director at Stan Johnson Company for over 12 years, where he specialized in net lease industrial investment sales brokerage for clients nationwide and contributed to the closing of over $5.0 billion in transaction volume.Harris earned his B.S. in civil engineering from Villanova University and his master's degree in business administration from the University of Oklahoma.About Hunt: As Investments Director and a co-founding TruCore member, Hunt oversees investments, financial underwriting, due diligence, and assists in origination of new investment opportunities. Prior to TruCore, Rose was an Associate Director at Stan Johnson Company specializing in providing equity capital solutions for new real estate development projects nationwide. Rose contributed to the capitalization of more than $2.5 billion in transaction volume and placement of over $200 million inequity capital.Rose started his career with Deloitte in the Hedge Fund and Private Equity Advisory Group in Dallas, TX. Rose obtained a Certified Public Accountant designation and earned a master's degree in business administration from Oklahoma State University.Connect with Zach and Hunt:TruCore Investments Website: https://trucoreinvestments.comZach on LinkedIn:   / zacharystevenharris  Hunt on LinkedIn:   / hunt-rose-9229694b  --

Unofficial QuickBooks Accountants Podcast
March 2025 QuickBooks Online Updates

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Mar 28, 2025 39:52


SponsorsRightworksSettle - https://uqb.promo/settleAlicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps.{campaign_start}}(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:55) - Exciting Cleanup Job Success Story (03:51) - ProAdvisor Training Opportunities (06:42) - MailChimp Training and Integration (15:51) - QuickBooks Payments Innovations (20:23) - Third Party Integrations with QuickBooks Payments (24:55) - ProConnect Tax Enhancements (30:34) - QuickBooks Live Expert Assisted Service (36:28) - Upcoming Events and Courses Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comIn the Know hub: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/In the Know's March PPT: https://drive.google.com/file/d/1Lohc4hxizsyC6lzM12T7rTpEAwqlJRuG/view?usp=sharingThe QuickBooks Live Expert Assist Beta Test: https://www.firmofthefuture.com/product-update/test-quickbooks-live-expert-service-tiers/Alicia's “Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907Live webinar April 1, recording available afterwardsMatthew's QB Power Hour webinar: https://www.qbpowerhour.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Federal Tax Updates
Circular 230 Changes: What Practitioners Need to Know

Federal Tax Updates

Play Episode Listen Later Mar 24, 2025 60:55


SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsRoger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insights from the recent hearing and explains why practitioners shouldn't expect final regulations until at least 2026.campaign_start}}(00:00) - Welcome to Federal Tax Updates (02:20) - Introducing Special Guest Bob Kerr (03:32) - Overview of Circular 230 (04:59) - Proposed Changes to Circular 230 (15:17) - Contingent Fees Debate (30:30) - Limited Practice Discussion (36:22) - Voluntary IRS Programs and Their Impact (38:10) - Competency and Practitioner Requirements (39:33) - Knowledge of Errors and Omissions (42:31) - Proposed IRS Regulations and Practitioner Responsibilities (49:41) - Best Practices and Circular 230 (57:30) - Conclusion and Future Expectations Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Bob Kerrhttps://kerr.tax/about-us/https://www.linkedin.com/in/kerr-robertConnect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Unofficial QuickBooks Accountants Podcast
Look What We Found: March 2025

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Mar 20, 2025 47:05


Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly.SponsorsSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:32) - Intuit Enterprise Suite Referral (05:40) - Fixed Asset Subcategories (10:05) - Preventing Duplicate Revenue (12:06) - New Reports Submenu (13:51) - Enhanced Split Transactions Window (16:46) - QuickBooks Payments and Fees (18:33) - Payroll Changes and Expense Mapping (21:16) - QB Bill Pay Enhancements (24:03) - Disappearing Rule Column in Bank Transactions (24:58) - Approval Status Column in Vendor Transactions (26:54) - Exciting Features That Disappeared (28:18) - Line of Credit in QuickBooks (29:56) - Fixed Asset Manager Draft Feature (30:32) - GoPayment Tap to Pay for iPhone (33:25) - Changes to QuickBooks Checking Deposit Account (39:03) - What's New With Margie and Alicia (43:31) - Alicia Won Some Awards! (45:16) - Conclusion and Sign Off Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks Discussed in EpisodeGoPayment now has Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/Alternative Payment options:Anchor: https://join.sayanchor.com/iX6HbaForwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20PollockAlicia's classes:Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOCredit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cardsMargie's Classes:Bookkeeping Accelerator: https://fastandeasyqbo.samcart.com/products/ba-launchAll About Certification: www.akadian.com/everything All About Recertification: https://akadian.com/everything-you-ever-wanted-to-know-about-qbo-proadvisor-recertification/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding