Podcasts about certified public accountants

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.

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. ---

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

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

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

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

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

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

(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

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/

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!

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

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

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.

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.

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

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  --

Join Marquette as she interviews Eric Bennett,Managing Partner at Brain Capital Partners. Eric launched Brain Capital Partners and the Brain Superfund in 2025 to invest in brain science venture and growth capital. The Brain Superfund will focus on investing in companies in the areas of mental health and related disorders, Alzheimer's and other neurodegenerative diseases, brain injuries such as concussions and strokes, health and wellness to enhance mental health and brain performance, and longevity. Companies will include those that offer new drugs and other therapeutics, neuro technology and devices, diagnostics, digital health, and clinical access. By investing in innovative companies with proven science, we aim to accelerate the development of breakthrough treatments and technologies that improve the quality of life and brain performance. The Fund's goal is to provide strong investment returns for our investors and make a meaningful societal impact.Eric began working with John Tolleson's single-family office in 1998 before co-founding Tolleson Wealth Management in 2000. He was Chief Executive Officer, Chairman of the Investment Committee, and Board Member, growing the firm from 3 people to 150.Eric's passion for brain science was accelerated in 2013, when he left Tolleson to become the founding Executive Director of the Brain Performance Institute (BPI) at the Center for BrainHealth – part of The University of Texas at Dallas. BPI focused on scaling evidence-based cognitive neuroscience programs and assessments, developed at the Center for BrainHealth, to larger populations. He was on the advisory board at the Center for BrainHealth for ten years and joined full-time in 2013 in a leadership role to build and grow BPI. Under his leadership, BPI secured over $105,000,000 in funding, grew to over 35 people, built a new facility to provide services, including an fMRI center, and reached over 50,000 people in their evidence-based programs.After a planned succession to a new Executive Director at BPI in 2017, Eric re-joined Tolleson Wealth Management as Chief Investment Officer, where he managed $10 Billion in portfolios. During this time, he led investments of over $400 Million in over 20 funds and co-investments in healthcare and biotech. He transitioned out of Tolleson in early 2025 to launch Brain Capital Partners.Eric remains involved with the Center for BrainHealth Board, as well as other health care organizations including the Meadows Mental Health Institute, the Brain Capital Alliance, the Baylor Healthcare Foundation Board, Health Wildcatters, and Impact Shares.Eric began his career with PricewaterhouseCoopers (PwC) in 1987 after earning a Bachelor of Science degree in Finance with honors from the University of Missouri. He later joined Ernst & Young, where he served as Senior Manager for private clients and led the firm's DFW Investment Advisory Services team.Eric is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). He is also an operating partner with Satori Capital and a member of Young Presidents' Organization (YPO), having served on the executive board of his YPO chapter for four years. He formerly served on the investment committees for the Baylor University Endowment, the Dallas Symphony Foundation, and Communities Foundation of Texas in addition to serving on the boards of several private companies, including financial services, retail, and media industries. *Please note that this discussion is not an offer or solicitation to invest in any fund or other security.

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

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 86 of the Investing in Impact podcast. Today, I'm joined by Howard Fischer, Co-Founder and Chief Evangelist of Gratitude Railroad, to discuss his journey from Wall Street to impact investing and how Gratitude Railroad is building a community-driven approach to fund entrepreneurs creating lasting social and environmental change.Prior to his work in impact investing, Howard spent over 30 years in traditional finance as the Founder and CEO of Basso Capital Management, a hedge fund specializing in convertible securities.He previously held senior trading roles at Smith Barney, Drexel Burnham Lambert, and Cohen Feit & Company, and began his career as a Certified Public Accountant in both public and private sectors.Howard currently serves on the boards of 1% for the Planet, The Carbon Underground, and the Garrison Institute's Compassionate Leaders in Finance program.He also advises BrightEdge, the investment fund of the American Cancer Society, and has held board positions with DoneGood, Builders Fund, Atlas Impact Partners, and Blackdirt Capital.He holds a B.S.E. in Accounting and Finance from the Wharton School at the University of Pennsylvania, and was a Fellow in Harvard University's Advanced Leadership Initiative in 2013 and 2014. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

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

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

You want to own your own practice. Should you start from scratch or buy someone else's practice? Each has their pros and cons generally, and each has their pros and cons for you. My guest today helps his clients get to the answer that makes the most sense for them, and he'll give us a taste for how can do it, too.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 discussThe pros and cons of starting your own practiceThe pros and cons of buying an existing practiceHow to decide what's best for you if both are good choicesWant 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/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

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.SponsorsSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:26) - Managing Your Intuit Account: Getting Started (06:25) - Sign-In and Security Features (13:27) - Profile and Business Information (15:40) - Data and Privacy Controls (18:47) - Products, Billing, and Payment Methods (21:08) - Document Management in QuickBooks (23:52) - Navigating Intuit Accounts (28:57) - QuickBooks Payments Portal Insights (31:43) - Ensuring Access and Security in QuickBooks (35:40) - Understanding the Role of Primary Admin (43:43) - Wrap Up and What's Coming Up (44:27) - Upcoming Classes and Final Thoughts Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's Upcoming Classes: QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingReconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO Dan's Links:Dan's Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLoginsQB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsRoger and Annie provide critical updates on the Treasury Department's decision to halt Corporate Transparency Act penalties and enforcement requirements, bringing relief to tax practitioners and their clients. They break down the six-step reconciliation process for tax reform, offering clarity on where current legislation stands and what might be coming. The hosts also discuss concerns about potential IRS workforce reductions, upcoming technology improvements, and preview changes to Circular 230 regulations that will impact tax practice management.{campaign_start}}(00:00) - Introduction and Welcome (02:04) - BOI Reporting Updates (02:50) - Corporate Transparency Act Penalties (05:46) - Guidance for Clients on BOI Compliance (11:03) - Government Shutdown Concerns (15:27) - Reconciliation and Tax Reform Process (26:15) - Debating the Impact of Tariffs (26:57) - Abolishing the IRS: Feasible or Fantasy? (29:08) - IRS Workforce Cuts: Immediate Implications (29:54) - Challenges of Tax Season Amid Workforce Reductions (32:39) - Potential Tax Reforms and Technological Advancements (45:31) - Common Tax Filing Mistakes to Avoid (47:58) - Upcoming Changes to Circular 230 (51:19) - Wrapping Up 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

Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle(00:00) - Introduction to the Podcast and Hosts (01:42) - The Evolution of Modern Invoices (03:56) - Exploring New Invoice Features (06:23) - Navigating the Modern Invoice Layout (06:55) - Intuit Assist and Autofill Capabilities (13:15) - Customer Information and Sales Tax (23:25) - Communication Boxes and Attachments (27:27) - Subtotal, Sales Tax, and Shipping (30:51) - Saving, Sending, and Receiving Payments (33:27) - Managing and Customizing Invoices (36:11) - Payment Options and Methods (44:33) - Managing Tips and Discounts (54:26) - Recurring Invoices and Payments (01:00:09) - Invoice Status and Feedback (01:02:56) - Wrapping Up and Upcoming Events Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks for this episode:Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_USAlicia's Upcoming Classes:Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessQBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking Dan's Upcoming Events:QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon ESTWorkshop Wednesdays - 1PM EST  - Check the website for weekly topics

The commoditization of the tax preparation business pushed many people away from hiring accountants. Dawn Brolin, a Certified Public Accountant and Fraud Examiner, joins Eric Green to emphasize why the focus must be shifted to relationship pricing, which makes the client-accountant connection much more meaningful. They review what taxpayers get wrong about their tax professionals and why the idea of hiring accountants must never be set aside. Dawn also shares how adopting a subscription-based model allowed her to improve her accounting strategies, work closely with her clients all year round, and achieve consistent cash flow much easier.

Alicia reveals a critical issue affecting QuickBooks users who integrate Shopify and PayPal payments, which could result in significant duplicate revenue reporting. She provides step-by-step instructions to identify, fix, and prevent this problem by correctly configuring the Commerce Center settings. This quick technical update could save your clients from substantial tax overpayments and position you as their financial hero.Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comhttps://royalwise.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

This Podcast Is Episode 617, And It's About What Every Contractor Needs To Know About Their Financial Dream Team Navigating the world of finances can sometimes feel like trying to build a house without a blueprint. Between managing budgets, keeping track of expenses, and ensuring you're compliant with tax regulations, it's easy to feel overwhelmed. That's where your financial dream team comes in!    Having the right people by your side can make all the difference in staying organized and achieving your business goals. In this blog post, we'll chat about the key players you need on your financial team, what each role brings to the table, and how to find experts who truly understand the ins and outs of the construction industry.    Whether you're a seasoned pro or just getting started,  building a reliable financial team will be a game-changer in achieving your financial goals and securing the future of your business.   How often have you hired someone expecting they knew how construction works, only to find out they did not know about it or your particular type of construction? Let's examine what each professional does to help with your needs.   The Role of a Construction Bookkeeper   Construction bookkeepers are the unsung heroes of construction companies' financial management. They organize everything and ensure that every penny is accounted for.    Ideally, a construction company's books are updated at the end of each business day so you can have an accurate account of your sales, expenses, and the bottom line. However, if your business is still in its early stages, without much financial activity or the funds to hire a bookkeeper, you should aim to reconcile your accounts at least once a week.   Here's what they typically handle:   1. Daily Transactions: Bookkeepers track daily financial activities, like invoices and expenses, ensuring all transactions are recorded accurately.   2. Accounts Payable and Receivable: They manage money coming in and going out, which is crucial for ensuring a healthy cash flow.   3. Payroll Processing: Construction bookkeepers often handle payroll, ensuring everyone gets paid on time and handling taxes and benefits.   4. Record Organization: They keep financial records neat, making it simple to pull reports or prepare for an audit when needed.   The Role of a Construction Accountant   Now, construction accountants step in with a more strategic approach! They not only keep the numbers in check but also help with long-term planning.   As a construction business owner, you'll want to work with an accountant from the very early days to help you with budgeting, forecasting, and decision-making – as well as for strategic tax advice and identifying opportunities to reduce costs and maximize profitability.    Many business owners think they only need to talk to their accountant once a year at tax time. But to gauge the health of your business - and make the most of your accountant's expertise - you should check in at least once a month.   Construction Accountants focus on:   1. Project Costing and Budgeting: Accountants track project expenses to ensure they adhere to budgets and help identify areas for improvement.   2. Job Cost Reports: They create detailed reports that provide insights into each job's costs, which helps manage profitability and make informed decisions.   3. Financial Analysis: Construction accountants analyze a business's financial health and help prepare forecasts and budgets for its growth.   4. Regulatory Compliance: They stay updated on construction laws and regulations to ensure compliance with legal requirements.   The Role of a Tax Accountant (CPA)   Tax accountants bring their expertise to navigate the often tricky world of taxes. They help individuals and businesses understand their tax obligations while ensuring compliance.    The CPA's primary function is to prepare the annual tax return, perform audits, and prepare Certified Financial Statements for bank loans when a construction contractor requires them before issuing a construction bond. Remember that most Certified Public Accountant accounting specialists can do all accounting for most standard businesses that only need regular accounting, not construction accounting. Construction company owners who think it's costly to hire a construction accountant and would instead only seek a CPA's help might be in for more business damage in the long run.   Here's what CPAs do:   1. Tax Return Preparation: Tax accountants gather and analyze financial data, preparing accurate tax returns for timely filing—no one likes penalties!   2. Tax Planning: They advise on strategies to minimize taxes and help clients maximize available deductions and credits throughout the year.   3. Knowledge of Tax Regulations: It is crucial to stay current on the latest tax laws, and tax accountants make it their mission to provide the best guidance.   4. Client Consultation: They help clients understand their tax responsibilities and the importance of good documentation.   Construction Accountants should not prepare annual tax returns—either they should be tax accountants and serve the interests of tax collection agencies, or they should be construction accountants and serve the interests of contractors.    CPAs are like I.R.S. agents in that they owe their primary allegiance to the tax collecting agencies, and that is OK because the government needs our tax dollars to operate.   Construction accountants owe their primary allegiance to the contractor. Our role is to help the contractor optimize their construction company to generate the most cash flow and profit over the long term.   Conclusion   While construction bookkeepers, construction accountants, and tax accountants play essential roles in financial management, their focuses differ. Bookkeepers ensure the daily financial details are in line, accountants handle the bigger picture and strategic planning, and tax accountants help clients navigate compliance and tax planning.   Knowing what each of these professionals does can help you find the right fit for your financial needs, whether managing construction finances or dealing with taxes. Each role is vital for keeping everything in good shape and ensuring your financial health is on track! About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations. She offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com

Alicia and Spot dive into the latest features announced in Intuit's latest In the Know webinar, including the new revenue share program for QuickBooks Payments that offers accountants 20% of net revenue for three years. They explore significant updates to QuickBooks Online Payroll, including direct deposit reversals and consolidated payroll reporting. The duo also breaks down the powerful dimension features in Intuit Enterprise Suite, explaining how these advanced classification tools allow for sophisticated multi-dimensional reporting and analysis.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:24) - QuickBooks Payments and Revenue Share Program (09:44) - QuickBooks Live Expert Cleanup (13:29) - Direct Deposit Reversals in Payroll (21:46) - New Payroll Report Features (22:27) - Consolidated Payroll Reports (23:30) - QuickBooks Online Payroll Limitations (26:10) - Understanding Dimensions in IES (28:35) - Practical Applications of Dimensions (31:11) - Future Developments for Dimensions (33:52) - IES Reporting Enhancements (35:40) - Closing Remarks and Upcoming Events Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks for this episode:https://www.firmofthefuture.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Albert Einstein reportedly once said, “The hardest thing in the world is to understand the income tax.”Well, if Einstein thought the U.S. tax code was mysterious, imagine how difficult it is for the rest of us. So, it's a real blessing that Kevin Cross joins us today with some much-needed tax tips.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 IRS. Key Tax Changes When Filing 2024 TaxesWith W-2s and 1099s now in hand, taxpayers are beginning to file their returns. Here are some important updates to keep in mind:1. Crypto and Stock Reporting is More SophisticatedIf you've traded stocks or cryptocurrency, be aware that financial institutions are now required to provide more detailed and structured reporting to the IRS. Trying to avoid reporting crypto losses or small transactions? That's not an option anymore. Even if you had minimal gains or losses, it's crucial to report them accurately.2. Gig Workers Need to Track Expenses CarefullyMore people than ever are working in the gig economy—driving for rideshare services, delivering food, and freelancing. If you received a 1099 and saw a higher-than-expected income total, remember that you can deduct legitimate business expenses.Some key expenses to track include:Mileage driven for workEquipment or tools used for the job (like delivery bags or ride-sharing accessories)Home office expenses, if applicable3. Home Office Deduction Made SimpleFor those working from home, the simplified home office deduction remains available. Instead of complex calculations, the IRS offers a straightforward option: you can deduct up to $1,500 based on the square footage of your home used for business. This method, sometimes called the "tax court method," makes claiming a home office deduction much easier.Beware of Tax Scams: A New Threat EmergesUnfortunately, tax season also brings an increase in fraudulent activity. One of the most concerning scams right now involves Merrill Lynch accounts, and it's catching even savvy investors off guard.The Merrill Lynch Phishing ScamHere's how it works:Scammers deposit a small amount of money into a Merrill Lynch brokerage account.Merrill Lynch detects the fraudulent deposit and contacts the account holder.The next day, the victim receives an email from what appears to be Merrill Lynch, stating they need to transfer their money due to a security breach.Thinking it's a follow-up to a legitimate issue, the victim complies—only to have their money stolen.This scam is particularly dangerous because it plays off real events, making it feel credible. Tragically, one victim lost $900,000 in savings and was so devastated that he took his own life.How to Protect YourselfScammers rely on urgency and deception. Here's how you can stay safe:Never respond to unsolicited emails or phone calls requesting personal or financial information.Always initiate contact with financial institutions directly through their official website or customer service number.Know the IRS Rules: The IRS will never text, email, or call you to demand payment. If you receive such a message, it's a scam.As you prepare your taxes this year, keep these key points in mind:Report all taxable income, including crypto and gig work, and track eligible deductions.If you work from home, take advantage of the simplified home office deduction.Stay vigilant against tax scams—verify any financial communications by reaching out directly to the institution.If you need more tax guidance, you can learn more at KevinCrossCPA.com. Stay safe and file smart this tax season!On Today's Program, Rob Answers Listener Questions:I have a multi-year guaranteed annuity from Gainbridge that pays around 6% for 3 years. Would it be a good idea for me to invest in it for at least a little while?I have a return-of-premium insurance policy. After 20 years, I'm supposed to get all the premiums I paid back, which will be around $32,000. I'm only two years into this policy, but I have some other loans and mortgages I need to pay off. Would it be better to drop this policy and get a different insurance policy, or should I keep the return-of-premium policy?I recently heard a minister commentator I respect say that you don't have to tithe once you are living on your retirement. My husband and I have been tithing off his income while he's still working and I'm retired, and we've found it to be a great blessing. However, the thought of not tithing once he retires concerns me. Is this biblical?My wife and I have about $8,500 in credit card debt and a vehicle payment. To help with this, I am considering opening a new credit card with interest-free payments. My wife's grandmother also mentioned a credit card relief program to me, but I don't know if that would be bad for my credit history. What would be the best way for us to approach paying off this debt?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineChristian Credit CounselorsLook 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.

Show Notes Booker T. Washington once said: “An inch of progress is worth more than a yard of complaint.”  A once enslaved man who became an author and speaker in the post-Reconstruction Jim Crow-era South, Washington famously advocated against protest and agitation tactics meant to advance civil rights. Washington's position was that Black Americans should concentrate on economic progress, rather than desegregation efforts.   Washington believed that economic success would advance Black people in American society and protect them from the violence of the Jim Crow era.  However, this wasn't always—or even often—the case.  In a paper titled, “An Inch of Progress: Black Business and Black Accountants Fighting Jim Crow Violence,” researchers from the University of Denver have set out to set the record straight on how economics and accounting actually hurt or benefited Black Americans at the time. In this episode, Emma speaks with Daniels College of Business professor Tony Holder and history professor Kimberly Jones from the College of Arts, Humanities and Social Sciences, plus grad student Mayowa Alabi, about their research into the history of racism and accounting. Anthony D. Holder, PhD, CPA (Inactive), is an associate professor at the University of Denver. He has previously taught at Case Western Reserve University, the University of Toledo and the University of Cincinnati. He also spent a semester teaching in Shanghai, China. He earned his BA in Accountancy at Park University, a Master of Accountancy at Wright State University and a PhD in Accountancy at the University of Cincinnati. He is a Certified Public Accountant (CPA). Prior to obtaining his PhD, he worked for PricewaterhouseCoopers LLP in their auditing and tax departments. Kimberly Jones is an associate professor of history in the College of Arts, Humanities and Social Sciences. Jones studies the experiences of enslaved and free black people across the Atlantic World. Her primary research is centered on the construction of racial identity through medicine and science. Mayowa Alabi is a graduate student in the Daniels College of Business. 

SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsRoger and Annie explore major changes affecting tax professionals in early 2024, including significant staffing changes at the IRS and ongoing uncertainty around Beneficial Ownership Information (BOI) reporting requirements. They break down the new 1099-K reporting thresholds and explain how to handle various transaction types, from business payments to personal item sales. The hosts also discuss current legislative proposals and share practical insights for handling common client questions about taxable income and deductions during tax season.{campaign_start}}(00:00) - Welcome to Federal Tax Updates (02:30) - Tax Reform and Legislative Updates (07:05) - IRS Hiring and Workforce Changes (13:12) - Beneficial Ownership Reporting Updates (20:34) - Employer Retention Credit Updates (23:42) - 1099K Reporting Changes (30:15) - Understanding Ticket Transactions (31:39) - Client Misconceptions and IRS Blame (33:27) - Filing Season Insights (38:46) - Common Tax Questions (49:32) - Proposed Tax Legislation (54:03) - Conclusion 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

Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Intuit's Annual Stockholder Meeting Insights (03:29) - Intuit's AI-Driven Strategy (07:59) - QuickBooks Live and Expert Connections (12:23) - Growth and Financial Metrics (17:20) - QuickBooks Online Payroll and Ecosystem (23:20) - Intuit's Cross-Platform Strategy (24:40) - The Future of Mint and Data Acquisition (30:47) - CEO Compensation and Company Growth (34:35) - Upcoming Courses and Community Resources (37:50) - Closing Remarks and Next Steps Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks for this episode:Intuit Stockholder PresentationIntuit Webcast LinkParkway's QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can differentiate themselves from automated services while maintaining sustainable pricing models and building lasting client relationships.Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessQBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-Bankinghttps://5mbAcademy.comhttps://5MinuteBookkeeping.comhttps://5MBvideo.comhttps://mavency.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Former IRSAC Chair Annette Nellen joins Roger and Annie to discuss critical challenges facing the IRS and tax administration. The conversation explores the growing tax gap, the importance of consistent IRS funding, and efforts to modernize taxpayer services through online accounts and digital solutions. The discussion also delves into proposals for tax preparer regulation, continuing education requirements for enrolled agents, and the complexities of implementing cryptocurrency reporting requirements.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:35) - Introducing Special Guest Annette Nellen (02:26) - Understanding the ERSAC Annual Report (05:40) - Deep Dive into the Tax Gap (07:52) - IRS Funding and Its Impact (19:04) - Tax Literacy and Education Challenges (25:48) - Modernizing the IRS and Funding (30:33) - IRS Hiring Challenges and Misconceptions (31:48) - Impact of Potential Hiring Freeze (33:28) - IRS Strategic Operating Plans and Online Accounts (36:50) - Technological Advancements and Challenges (43:44) - Practice Management and Professional Development (47:48) - Regulating Tax Return Preparers (52:17) - Digital Currency and Cryptocurrency Regulations (55:19) - Conclusion and Final Thoughts Connect with Annette Nellenhttps://www.linkedin.com/in/annette-nellen-7448824IRSAC Reporthttps://www.irs.gov/pub/irs-pdf/p5316.pdfGet 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

Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay (03:25) - Tags Discontinued (05:00) - QuickBooks Solopreneur Updates (06:48) - Migration from QuickBooks Desktop to Online (10:19) - QuickBooks Live Expert Cleanup (16:58) - QuickBooks Customer Hub Powered by Mailchimp (19:16) - New Recurring Payments Feature (24:11) - Outro and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks Mentioned in this episode:January's Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/Trump's Inauguration's Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242Alicia's classes:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:http://royl.ws/yearendhttp://royl.ws/QBO1099https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Onlinehttps://royalwise.com/https://akadian.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:49) - Margie's Background and Journey (05:19) - Biometric Logins and Modern Report View (07:12) - Add a Note in Modern Report View (09:59) - Payroll Updates and Enhancements (16:06) - E-commerce and Inventory Integrations (21:14) - PayPal Integration and App Transactions (24:45) - Limitations of Current System (25:47) - Exciting New Feature: Printing Bills (26:17) - Expense Claims and Bill Pay Updates (30:15) - QuickBooks Time Settings (33:45) - Financing Options with Credit Karma (44:05) - New Features and Updates Recap

In this episode Talia Mashiach welcomes Rachel Stein, head of tax at Roth & Co. Rachel shares her inspiring journey from starting as an accountant to becoming the first female partner at Roth & Co. She emphasizes the importance of self-advocacy, balancing a demanding career with raising three children, and developing leadership skills through coaching. Rachel also discusses the challenges and dynamics of working in a male-dominated firm and provides valuable advice on career advancement and effective leadership.     00:00 Introduction to Inspire to Lead Podcast 00:27 Meet Rachel Stein: Journey to Partnership 01:08 Balancing Career and Family 02:37 Rachel's Role at Roth & Co 05:37 Advocating for Career Advancement 14:17 Growing Up and Early Influences 16:57 Career Beginnings and Challenges 19:26 Personal Life and Support System 19:46 Career Beginnings and Current Role 20:21 Balancing Work and Family Life 20:53 Work Hours and Flexibility Post-COVID 22:18 Support System and Managing Responsibilities 23:48 Family Time and Shabbos Preparation 26:24 Vacations and Work-Life Balance 28:17 Mentorship and Leadership 30:40 Superpowers and Career Reflections 34:27 Final Thoughts and Advice     About Rachel Stein: Since joining Roth&Co in 2010, Rachel Stein, CPA has worked her way up to partner as she now leads Roth&Co's tax compliance division. Rachel serves clients in multiple industries including healthcare and real estate, and supervises a skilled team of CPAs that assist clients with entity structuring, reporting obligations and compliance needs. Rachel specializes in U.S. and foreign tax compliance matters and provides support to a large client base of foreign investors. She works to optimize the structure of her clients' foreign and U.S. cross-border activities to ensure maximum tax efficiency and seamless compliance. Her client roster includes many international businesses and individuals, including those from Europe, Canada, Asia, the Middle East and South America. Rachel is a 2007 graduate of Brooklyn College where she earned her B.S., with honors, in accounting. She is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA). https://rothcocpa.com Powered By Roth & Co The JWE For guest suggestions, please email Talia: podcast@thejwe.org

Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive bill versus two separate pieces of legislation. They provide critical updates on the ever-changing BOI regulations, including recent court injunctions and what practitioners should do while awaiting final resolution. The episode concludes with practical advice for tax professionals preparing for the upcoming tax season, covering everything from research tools and client management to pricing strategies and work-life balance.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:27) - Weather Woes and Tax Season Kickoff (02:09) - Political Landscape and Tax Legislation (03:20) - Tax Cuts and Jobs Act Discussion (06:38) - One Bill vs. Two Bills Debate (13:47) - BOI Updates and Legal Battles (24:48) - Employee Retention Credit Issues (29:44) - Taxpayer Advocate's Annual Report Insights (31:47) - Persistent IRS Issues and Proposed Solutions (33:18) - Regulating Tax Preparers: A Growing Need (37:21) - Preparing for the Upcoming Tax Season (41:01) - Client Management and Workload Optimization (45:21) - Research Tools and Online Resources (55:10) - Conclusion and Upcoming Topics 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

Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods. (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:43) - Dan DeLong's Background and Experience (03:12) - The Importance of 1099s (04:58) - Complexities of 1099 Forms (09:22) - Gathering Recipient Information (11:36) - Using QuickBooks Online for 1099s (28:46) - Contractor Center in QuickBooks Online (32:48) - Introduction to 1099 Preparation (33:10) - New 1099 Wizard Features for 2025 (34:34) - Manual vs Automated 1099 Preparation (36:40) - Cost and Billing for 1099 Services (41:28) - Step-by-Step 1099 Preparation Process (54:25) - Final Tips and Best Practices (57:30) - Upcoming Classes and Collaborations (01:00:58) - Conclusion and Closing Remarks Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:Alicia's 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia's QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendAlicia's QB Desktop to QBO Class  https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-OnlineDan's schoolofbookkeeping.comDan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1https://www.qbpowerhour.com/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Alicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, product deep dives, feature discoveries, and industry discussions. While beloved co-host Hector transitions to focus on his growing ventures with Reframe and RightTool, he'll continue to contribute quarterly updates on the Intuit Enterprise Suite. The new segmented format brings together industry veterans Matthew "Spot" Fulton, Dan DeLong, Margie Remmers-Davis, and Veronica Wasek, each bringing their unique expertise and perspectives to create more focused, in-depth content for listeners.Connect with Matthew "Spot" Fultonhttps://www.linkedin.com/in/parkwayinchttps://www.parkway.businessConnect with Margie Remmers-Davishttps://www.linkedin.com/in/margie-remmershttp://www.akadian.com/Connect with Dan DeLonghttps://www.linkedin.com/in/dan-delong-9010b417https://www.schoolofbookkeeping.com/Connect with Veronica Wasekhttps://www.linkedin.com/in/veronicawasekhttps://5minutebookkeeping.com/Connect with Alicia Katz Pollockhttps://www.linkedin.com/in/aliciakatzpollockhttps://royalwise.com/training-for-quickbooks/Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:26) - Introduction and New Developments in Intuit Enterprise Suite (03:58) - Positioning and Market Strategy (10:16) - Pricing and Multi-Entity Features (14:33) - New Features and Updates (20:23) - Construction-Focused Enhancements (23:49) - AI and Workflow Innovations (26:38) - User Permissions and Granular Controls (30:00) - Future Predictions and Final Thoughts (31:46) - Introduction to Multi-Entity Reporting (33:14) - Manual Eliminations Explained (37:07) - Challenges with Multi-Entity Management (40:36) - API and Integration Concerns (45:31) - Future Developments and Focus Areas (48:30) - Challenges and Recommendations for IES (56:18) - Conclusion and Upcoming Updates Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia's QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector's RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

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A conversation with my father.  Robert (Bob) Levine was born on December 16th, 1929 in Brooklyn, New York. His father, Julius, was a Certified Public Accountant by profession, his mother, Tess, was a homemaker and president of the P.T.A and both my grandparents were constantly volunteering for the many organizations  that supported the causes they believed in. Their commitment to social activism was passed down to my father and his siblings and then to me and it is my hope that my children will continue that legacy to be activists for the things they believe in and to use their voices even when others wish it to  be silenced. During the Covid-19 pandemic my visits with my parents were limited to good weather days when we could be outside with each other and talk from a distance. This conversation was recorded during one of those visits in December of 2020 at their home. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

This week's Ag Tribes Report features Kristjan Hebert, a prominent Canadian grain farmer, zero-till advocate, and ag-tech entrepreneur from Saskatchewan. Hebert, who manages Hebert Grain Ventures (HGV) covering 40,000 acres, initially worked as a Certified Public Accountant before returning to farming. The discussion includes:Canadian farmers' reactions to Trudeau's resignation.Expectations of rising Canadian land prices in 2025 despite profitability concerns.The controversy surrounding the BANGs Vaccine and mandatory RFID chips for cattle.Other topics covered are:Kristjan's take on the Peter Thiel Paradox.Insights from the Bitcoin Land Price Report.Discussion on the concept of a worthy adversary in agriculture.Hebert, known for his co-hosting role on "The Truth About Ag," emphasizes sustainable agriculture, business management, and the importance of agricultural policy.If you buy your Bitcoin with River, River will give the show a few Sats. https://river.com/signup?r=OAB5SKTP 

In this episode of Money Tales, our guest is Sara Eversden. Sara grew up in a neighborhood where labels like 'the lower-income side of town' were casually tossed around. But for her, it wasn't about what her family didn't have, it was about what they gained. In a community rich with diversity, both socioeconomically and racially, Sara developed a deep comfort and appreciation for being in all kinds of environments. That early exposure shaped how she navigates the world today, including her relationship with money and identity. Sara Eversden is a leader in healthcare finance, and operations with over two decades of experience driving success for physician organizations and medical groups across the U.S. As a Certified Public Accountant (CPA) with a master's in healthcare administration, Sara has a proven track record of optimizing organizational performance, transforming complex organizations, and leading high-performing teams. Currently serving as Senior Vice President of Women & Children's Operations at Envision Healthcare, Sara manages a multi-state portfolio spanning 15 states, 70 hospitals, and 500+ clinicians. Previously, Sara held pivotal roles such as Market President & CEO at Women's Health USA, where she integrated multiple practices post-acquisition, and as a CFO within McKesson's US Oncology Network, where she spearheaded financial strategies for Network practices. Sara's expertise spans startups, turnarounds, post-merger integrations, and complex reorganizations, making her uniquely positioned to navigate challenging healthcare environments. Beyond her professional accomplishments, Sara is passionate about empowering the next generation of leaders through education and service. She is a former board member at the National Charity League and co-founded a nonprofit aimed at providing college scholarships to high school graduates from underserved populations. A four-time participant in the Phoenix Rock ‘n' Roll Half Marathon, Sara is also an avid adventurer, having completed the Grand Canyon Rim-to-Rim trek three times.

Dive into the intricacies of Opportunity Zones with this episode of Passive Income Pilots. Hosts Tait Duryea and Ryan Gibson are joined by CPA Nathan Sosa of Hall CPA, who demystifies Opportunity Zone (OZ) investments and their potential for tax deferral and appreciation. Whether you're an active investor or prefer passive opportunities, learn how OZs can defer taxes on gains from stocks, businesses, or real estate, and how they compare to other tax strategies like 1031 exchanges. Nathan explains the steps, requirements, and benefits, all while offering actionable insights tailored to high-income earners, especially pilots.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(3:45) Why OZs matter for tax deferral(5:35) Hands-off investing in Opportunity Zones(7:16) What qualifies as a capital gain?(9:49) The difference between OZ boundaries and OZ funds(16:25) IRS requirements for OZ investments(27:30) Doubling basis and the 10-year hold explained(31:04) Depreciation recapture benefits in OZs(49:45) Connecting with Hall CPA(51:00) OutroRelated Episode:#75 - Unlocking Real Estate Professional Status (REPS) with Brandon HallConnect with Nathan Sosa:Book a Discovery Call with Nathan Sosa: https://bit.ly/HallCPA — 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.