Podcasts about certified tax coach

During this episode of the Marketing Matters™ Podcast, Ashley talks with her client, Kimberly Tara, who is a CPA and Certified Tax Coach with nearly a decade of experience helping female entrepreneurs.  In this episode, you'll hear how Kimberly went from feeling uncertain about how to grow her referral-based business to now feeling confident that the right people are finding her by learning paid ads. Connect with Ashley: Instagram: @ads.with.ashley YouTube: @ads.with.ashley Challenge: Learn how to WIN with paid ads in the Challenge Book: How to Win with Paid Ads Connect with Kimberly: Instagram: @kimberlytaracpa Website: https://taracpafirm.com 

About Jonathan Bengel:Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, IRS Enrolled Agent, Certified Tax Coach, Certified Tax Planner, author, and entrepreneur, guiding small business owners through the darkness of taxation; transforming their business and personal lives to Financial Happiness.He is the host of Naked Tax Talk, where he bares down to the naked truth behind your taxes, the founder of JB Financial LLC, and the author of "The ABC's of Deductions: An Entrepreneurs Guide to Tax Write-Off's." He guides businesses to financial savings and success via his consulting services (JonathanBengel.com) and an online 5-week program, Rapid Tax Savings Formula (tm), built around the 5 pillars of profit. As Jonathan says, "Let's remember why we went into business, it's all about moocho moocho dinero."In this episode, Jennie Bellinger and Jonathan Bengel discuss:Tax Incentives and Behavior ModificationConfidence and Faith in EntrepreneurshipCatering to Ideal ClientsLearning Sales Lessons from Unexpected SourcesImportance of Proactivity and PlanningKey Takeaways:The government strategically creates tax laws to incentivize specific behaviors and actions and entrepreneurs who recognize these incentives can leverage them to maximize their business growth and profitability.Confidence is not just about self-assurance; it's about walking with faith and a belief in one's abilities. Just as strippers adjust their approach based on client preferences, entrepreneurs must be adaptable and provide tailored solutions to meet the unique needs of their target audience.The sales process can be learned from unexpected sources, and Jonathan's experience at the strip club taught him valuable lessons about confidence, follow-up, and understanding client needs, which he applied to his business.Entrepreneurs who approach their business with intentionality and foresight are more likely to achieve their desired outcomes."I've helped my clients save eight, over $8 million whether in the back tax problems or proactive tax planning… to give them that peace of mind (and) security.” — Jonathan BengelConnect with Jonathan Bengel:  LinkedIn: https://www.linkedin.com/in/jonathanbengelea/Website: https://jonathanbengel.com/about-usYouTube: https://www.youtube.com/nakedtaxtalkFacebook: https://web.facebook.com/JonathanBengelEA/Connect with Jennie:Website: https://badassdirectsalesmastery.com/Email:  jennie@badassdirectsalesmastery.comFacebook personal page: https://facebook.com/jbellingerPLFacebook podcast page: http://facebook.com/BadassDirectSalesMasteryFacebook group for Badass Crew: https://facebook.com/groups/BadassDirectSalesMomsInstagram: https://instagram.com/BadassDirectSalesMasteryPersonal Instagram: https://instagram.com/jenniebellingerLinkedIn: https://linkedin.com/in/BadassDirectSalesMasteryShow Notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Episode 227 FACULTY: Mike Meilinger, CPA CLASS: #Shoperations In this episode, join us as we dive into an inspiring conversation with Mike Meilinger, a seasoned CPA and business coach who has transformed not only his accounting firm but also his health. Mike shares his incredible physical transformation and adopting extreme fitness regimes like 75 Hard. Gain valuable insights on balancing business success with personal health, the importance of emotional well-being, and why investing in discomfort can lead to growth in all aspects of life.

Sara Snyder is a Certified Public Accountant with a background in accounting since 2017.  Currently, she serves as an Account Manager and Outsourced CFO at Craig Cody and Company, Inc., specializing in advanced tax reduction with the designation of Certified Tax Coach. In this episode of the Progressive Agency Podcast, I sat down with Sara Snyder, our lead CFO, to discuss how technology has revolutionized our accounting services for agencies. We explored the use of tools like Bill.com for streamlining accounts payable and receivable processes. Sara explained the benefits of outsourcing financial tasks to professionals, including cost-effectiveness, consistency, and freeing up internal resources for higher-value work. We also touched on additional services that accounting firms can offer agencies beyond basic bookkeeping, such as cash flow projections, budgeting, and helping maintain profitability through industry benchmarking. What you will learn in this episode: How Bill.com helps keep invoices streamlined and organized Streamlining approval processes for invoices for companies with remote workers Scheduling invoice payouts ahead of time Managing accounts receivable The benefits of outsourcing financial services Other services provided by finance professionals The importance of accrual-based accounting for agencies How proper financial reporting supports tax planning Resources: Website: http://www.craigcodyandcompany.com/ LinkedIn Personal: https://www.linkedin.com/in/sara-snyder-cpa-ctc-321596191/ LinkedIn Business: https://www.linkedin.com/company/craig-cody-and-company/

Sara Snyder is a Certified Public Accountant with a background in accounting since 2017. Currently, she serves as an Account Manager and Outsourced CFO at Craig Cody and Company, Inc., specializing in advanced tax reduction with the designation of Certified Tax Coach. In this episode, we discussed an issue that impacts the accuracy of your financial statements — recognizing revenue in the correct period using accrual-basis accounting. Many agency owners think they're using accrual-basis accounting, but in reality, they're often doing it incorrectly. To teach us the correct way to use this accounting method, I invited Sara Snyder to give us some tips and tricks. She explains why it's sometimes better to record revenue as deferred or unearned rather than recording it right away. We go over a few different scenarios where this approach makes more sense than traditional revenue reporting. While it requires some upfront effort, proper accrual-based revenue recognition provides a much clearer view of actual monthly profitability. This enables better forecasting and staffing assessments and ultimately increases the perceived value if you decide to sell your agency down the road. Don't continue distorting your metrics. Take the steps now to implement proper accrual accounting and revenue recognition. Your financial statements, and your business, will be much better off. What you will learn in this episode: What circumstances can throw off accrual-based accounting What's a magic spreadsheet? Making sure your revenue is matching expenses How to properly set up payments so they don't mess with your revenue numbers The benefits of doing accrual-basis accounting the right way How long does it take to fix your numbers if they're off base? Resources: Website: http://www.craigcodyandcompany.com/ LinkedIn Personal: https://www.linkedin.com/in/sara-snyder-cpa-ctc-321596191/ LinkedIn Business: https://www.linkedin.com/company/craig-cody-and-company/

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. This week, we're revisiting a research study conducted about a year ago where participants asked some intriguing questions. We'll pick out a few of those questions and discuss them more in-depth. The most common questions we had all boiled down to one answer: communication. Regular communication, at least monthly, between a business owner and their CPA allows the CPA to truly understand the owner's personal financial goals, growth goals, and exit/transition plans. Don't treat your CPA relationship as just a once-a-year tax filing — make it an ongoing advisory partnership to receive the best advice and money-saving results that you expect. What you will learn in this episode: What clients want from a CPA relationship Knowing your growth and transition goals How to have a CPA who will ask you questions about your goals Communication goes both ways Giving your CPA 60-90 days to fully understand your business Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Welcome to Women, Wealth & Entrepreneurship with Ariel Shaw, MBA! We want to increase your bottom line and create generational wealth that lasts way beyond you! It's 2024, the year of Reinvention & Domination. Our 2024 Media Participants Include Kenya Simmons of Kenya Simmons Real Estate & T&J Industries Development & Contracting, Monique Gibson of Our Rising Angels Personal Care Home, LLC;Demetria Winters of Black Butterfly Queens Life Coaching; Yvette D. Best of Best Services Unlimited LLC; Mica Williams of Mica Williams State Farm Agency and Alicia Williams of The Dazzling Diva Collection.Perfect Symphony for Businesses To Thrive In 2024 with Yvette D. Best of Best Tax Solutions, LLC! Meet Yvette D. Best, a seasoned tax and business expert with over 30 years of experience in taxation. Yvette is a 4x international best-selling author, IRS Enrolled Agent, and Certified Tax Coach who holds an MBA degree from Belhaven University. Yvette has a deep passion for taxes and takes pride in providing tax-saving strategies to small business owners. As an Enrolled Agent, she has unlimited rights to represent taxpayers before the IRS in all 50 states, making her one of the few federally-licensed tax practitioners who specialize in taxation. As the founder of Best Tax Solutions LLC, a boutique woman-led accounting firm, Yvette is committed to keeping small businesses and individuals IRS and state-compliant while increasing their net profits. She believes in turning employees into leaders and helping them develop a 7-figure lifestyle. --- Send in a voice message: https://podcasters.spotify.com/pod/show/globalwomeninbusines/message

Craig S. Cody is a Certified Public Accountant, Certified Tax Coach, bestselling author, and business owner with over 22 years of experience helping agencies keep more of what they make. Craig is also the host of The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig Cody & Company focuses on proactive tax planning, small agency accounting, and tax preparation, but what really excites the team is helping agencies spot mistakes and uncover missed opportunities that cost them thousands in taxes. In this solocast episode, Craig welcomes everyone back to the official relaunch of the Progressive Agency Podcast. He breaks down the new Corporate Transparency Act and what that means for agency owners. He explains what it is, how it will be enforced, deadlines, penalties, and who needs to file under this new act. If you're a small to medium-sized agency owner, this episode will highlight some important upcoming changes for your business that you don't want to miss. What you will learn in this episode: What is the Corporate Transparency Act? How this new act will affect small- to medium-sized agencies 3 things for agency owners to know under this new act Who is exempt from filing? How agency owners can file correctly and what needs to be reported Upcoming deadlines and notifying FinCEN of any changes to your agency Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Susanne Mariga is a Certified Public Accountant (CPA) and Certified Tax Coach specializing in business and personal tax planning.  In the realm of private practice, Susanne brings a wealth of insight to the table, emphasizing the significance of Mindful Money Mastery. Reflecting on her own transformative journey as a profit-first professional and coach, Susanne underscores the need for business owners, particularly in service-driven fields, to redefine success individually. Passionate about service, she champions aligning thoughts, behaviors, and feelings with financial goals, asserting that building wealth can harmoniously coexist with a sense of purpose. Susanne advocates for a mindful approach, urging practitioners to visualize their desired outcomes and craft a roadmap toward financial success while staying faithful to their calling. As we navigate Susanne's narratives—from the impactful lessons learned through shoebox receipts to the intricacies of tax optimization and retirement planning—it becomes evident that her insights are about financial acumen and cultivating a resilient and purpose-driven financial mindset for long-term prosperity. Resources Mentioned In This Episode: Use the promo code "GORDON" to get 2 months of Therapy Notes free The PsychCraft Network The Practice of Therapy Community Instagram Mental Health Templates Mental Health Wear (use code POT24) Full Focus Planner YouTube Series: Love & Loss Profit First: Target Allocation Percentages (TAPs) Susanne's Website Susanne on Instagram Susanne on X Susanne on Facebook Susanne on LinkedIn Susanne's Podcast Profit First For Minority Business Enterprises Profit First Profit First for Therapists

Diane Gardner is a Certified Tax Coach and best-selling author whose proactive planning approach helps clients dodge the tax bullet. Her tax coaching sessions have resulted in a combined savings of over $3,070,374 to-date — hard-earned profits small business owners would have given to the government by overpaying taxes. Diane is the co-author of the best-selling books, Stand Apart and Why Didn't My CPA Tell Me That? She has also authored six other books including, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now! Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Diane Gardner: Website: http://www.adeptbusiness.biz/ Facebook: https://www.facebook.com/AdeptBusinessServices Twitter: http://www.twitter.com/gardner_diane LinkedIn: http://www.linkedin.com/in/dianeberrethgardner   *E – explicit language may be used in this podcast.

In this NICHE series episode, I interview Kirstin Reader, owner of Purple Sapphire Business Solutions - which specializes in Tourism & Travel companies. Listen in as we cover a wide range of topics for a smaller bookkeeping firm in this niche! Kirstin serves her clients with the help of a part time bookkeeper and only spends about 20 hours a week in/on her business, as she also homeschools her 4 school aged children (5 have already graduated!)In this episode you'll hear: How Kirstin uses GoProposal to price her clients  The specific pain points seasonal businesses experience  How attending industry conferences has helped Kirstin become more of an expert in her niche  BONUS: I share an idea on how to help DIYers in her niche — that you can apply to your own industry as well! Resources mentioned in this episode:GoProposal - Proposals & pricing softwareSquare - Mobile payment softwareFareHarbor - Online booking softwareWeTravel - Booking & payment softwarePeak Software Systems Kirstin is a Certified Digital Bookkeeper, Enrolled Agents, and Certified Tax Coach. She owns Purple Sapphire Business Solutions, which provides tax planning and preparation services to business owners and bookkeeping services to businesses in the travel and tourism industry. Connect with Kirstin: Facebook: @purpletaxes Website: www.purpletaxes.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLCDescript (affiliate link) Buzzsprout (affiliate link)Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitiousAugust 21 - 25Daily Sessions: 12 PM EasternDaily Q&As: 5 PM EasternFOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP! Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching

How do you stay on top of changing tax laws to be set up for success? In this episode of Weiss Advice, we welcome Chris McCormack. Chris is a proactive CPA and Certified Tax Coach who founded Better Books after working for the second-largest professional services firm in the world.  Chris explains how having an entrepreneurial mindset and being inspired by others can help set one up for success while discussing the challenges accountants face in staying on top of changing tax laws and why many don't specialize in one particular area.Tune in to this episode as Chris provides his insights how having an entrepreneurial mindset and being inspired by others![00:01 - 01:36] Opening SegmentWe welcome, Chris McCormack!Chris is a CPA and a Certified Tax Coach[01:37 - 22:51] Leveraging Tax Strategies In Real EstateHe learned about tax strategies from reading Rich Dad, Poor DadCompounding money and arbitrage can make moneyTax benefits vary depending on the propertyFinding a specialist in the industry can be beneficial for saving time and money[22:52 - 28:51] THE FINAL FOURWhat's the worst job that you ever had?Worked as a janitorWhat's a book you've read that has given you a paradigm shift?“Book of Proverbs”What is a skill or talent that you would like to learn?Learn how to danceWhat does success mean to you?Chris says, “Just being able to provide for my family and allow us to live. But also be generous and take care of the widows and the orphans. “Connect with Chris McCormack: LinkedIn: Chris McCormack CPA, MBA, CTCInstagram: @chrismccormackcpaFacebook: Chris McCormackTwitter: @cmccormackcpaLEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:“I just started to realize that the value of a building was there and then in talking and doing some more research. It's because there's a threefold way of building wealth through real estate.” – Chris McCormack“The tax benefit that comes with cost segregation is different for the single-family home... So, it's really key to sit down and get a view of what it looks like for you .” – Chris McCormackSupport the show

Why it was selected for "CBNation Architects": In episode IAM192 of the I AM CEO podcast, host Gresham Harkless interviews Craig Cody, a Certified Public Accountant, Certified Tax Coach, Business Owner, and former New York City Police Officer with 17 years of experience on the force. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified.   In the interview, Craig discusses his journey as an entrepreneur and the importance of tax planning for businesses. He talks about his unique approach to tax consulting, which involves personalized service and expertise to help clients save money on taxes and improve their bottom line. Craig also shares his CEO hacks and nuggets, which include staying hydrated and using a virtual assistant to stay organized.   Additionally, he defines what being a CEO means to him, which involves being able to do what he wants when he wants.   Overall, the episode provides valuable insights into tax planning for businesses and the importance of personalized service in consulting. Check out one of our favorite CEO Hack's CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!   Previous Episode: https://iamceo.co/2019/02/21/iam192-certified-tax-coach-and-co-author-helps-clients-with-techniques-and-strategies-on-tax-planning/

Season 4 Episode 60 In this episode of Accounting High, host Scott interviews Jamie O'Kane, a CPA and Certified Tax Coach. Jamie shares her journey from high school to starting her own firm, discussing her experiences with clients, niche industries, firm hard numbers, scope and pricing, and more. She also shares valuable insights on outsourcing and unlocking time, as well as advice for accountants looking to grow their business and take care of their team. Overall, this episode is a must-listen for anyone interested in the accounting industry and how to build a successful accounting firm. Interview: Early career: high school, tax years, consulting Moving to family office, helping clients, being a Doula Starting a firm, family and employees, no niche yet Cash break-even, trying things out, modeling good practices Firm hard numbers, scope and pricing, speaking events Keeping up with niche industry, using other consultants Accountability and coaches, rebranding, letting clients go Being stuck in the business, difficulty in finding accountants Helping people, taking care of the team Determining clients to keep, software, outsourcing, unlocking time Closing: Advice for biggest unlock Shoutouts: Randy Crabtree, Intuit's Tax Advisor Summit, Nicole Glasson, Travis Baird, Ignition, QuickBooks, Karbon, Cognito Forms, Canopy, TaxDome --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode48 This episode is part of our mini-series all about firing clients. Tune in as we get real and raw about parting ways with clients, why it happens, how to avoid it, and what you can do to make it easier when it does happen (because it will). In this episode, we're talking with Kimberly Tara. Kimberly is a wife, mom to 4 little kids, and a multi-passionate entrepreneur. She is a CPA & Certified Tax Coach who started her tax practice 6 years ago. Kimberly focuses on profit & tax strategy for female small business owners. She also is the host of the Messy Wonderful podcast and blog which focuses on motherhood, money & business. She is passionate about educating female business owners as well as young children on all things tax, finance & entrepreneurship. Kimberly is all about finding the balance to live your best life and be successful at what matters most!Topics discussed:Upholding your integrity in your workTrusting your intuition and red flags to look forWarning signs during the client intake processThe lessons you learn from bad fit clientsWhy you shouldn't negotiateExercising diplomacy and compassionThe trap of over-explaining when firingConnect with Jordan Schanda King:Website: easyscaling.comInstagram: @jordanschandakingConnect with this week's guest:Website: taracpafirm.comInstagram: @taracpafirmLove what you heard? Reviews really help us out! As a thank you, you can get my 90-Day Planning Formula ($97 Value) by submitting a screenshot of your 5-star review at easyscaling.com/podcastreview

On today's episode, Jackie sits down with the amazing CPA & Certified Tax Coach, Kimberly Tara. Kimberly loves finances and taxes (who knew you could love taxes?!) and you can definitely hear her passion for them as she shares her insights!118 Tax Deductions for Service Providers: www.taracpafirm.com/download  

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 10, "Getting Accounting Clients to Conform", Susan Bryant discusses how accountants can improve their services and client experiences. She discusses the importance of accountants being proactive, communicating with clients regularly providing holistic financial advice. Bryant suggests that accountants need to focus on the clients that truly value their services and are willing to pay for them. She also encourages accountants to prioritise their fulfilment by only offering services they enjoy and focusing on their business development.Bryant notes that the accounting industry needs to shift from an employee mindset to an entrepreneurial mindset and suggests that compensation for accountants should be tied to their ability to increase the value of their client's businesses and personal lives.Bryant also discusses the need for accountants to standardise their processes to ensure conformity from the beginning and create positive client experiences. She highlights the importance of setting expectations and having systems to handle clients' varied and complex needs. She notes that clients are increasingly willing to switch accountants to find better service and advice and that accountants must be honest about their services to avoid disappointing clients. Bryant also emphasises the need for accountants to continually focus on their business development and continuously improve their knowledge and expertise.You can also watch this on youtube - https://youtu.be/BDsfqdX3CcsKey takeaways➤ Clients seek a more holistic approach from their accountants beyond compliance work. Accountants must evaluate whether their clients truly understand and value their work and are willing to conform to their processes and standards.➤ Accountants should consider recalibrating what a good client looks like and be willing to let go of clients who are not a good fit. This may necessitate creating systems and processes to attract better clients eager to consume their services.➤ Accountants who are proactive, close to their clients, and able to deal with complexity will be more successful. They need to be willing and honest about the clients they want to serve and how they want to serve them.➤ Accountants need to have an entrepreneurial mindset and think of themselves as business owners. They should be compensated based on their ability to contribute to increasing the value of their client's businesses and personal lives.➤ Developing a more commercial acumen and a more entrepreneurial business-thinking mindset will be necessary for accountants to stay relevant.Guest BioSusan Bryant is a highly experienced and accomplished Certified Public Accountant (CPA) and Certified Tax Coach passionate about driving positive change in the business world. With over 15 years of experience, Susan has worked closely with numerous business owners, helping them achieve their goals and dreams by improving their finance functions. She firmly believes that accurate and reliable accounting data, combined with advanced tax planning and strategic advisory services, can be a game-changer for businesses looking to propel themselves forward.Susan has worked in various capacities with her clients over the years, including as an architect of accounting processes, a mergers and acquisitions (M&A) advisor, and a tax strategist. Her expertise and dedication have earned her a reputation as a trusted and respected professional in the industry. With her knowledge and skills, Susan has helped countless businesses streamline operations, maximise profitability, and achieve long-term success.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly...

From the archive: This episode was originally recorded and published in 2020. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Greg O'Brien is a CPA and Certified Tax Coach specializing in work with tech focused entrepreneurs and business owners to improve cash flow through tax reduction. Top 3 Value Bombs: 1. The Tax Code is a book of wealth, and it is designed for entrepreneurs, business owners, and real estate investors. 2. Advanced tax planning is crucial. 3. Ask your tax advisers to get you the biggest savings. Find an expert who knows the tax codes and then use it to your advantage. Tax Planning for Entrepreneurs on Fire – Fill out Greg's intake form for free planning tips for entrepreneurs. The first 25 sign-ups will get a hard-cover copy of Greg's new book -  Thinking Outside The Tax Box. - (Sorry! This link was active when this episode was first published in 2019 but is no longer an active offer.) Sponsors: FranBridge: Jon Ostenson, founder of FranBridge Consulting and top 1% consultant, represents the premier source for the best opportunities in the non-food franchise world. Sign up for a free consultation at FranBridgeConsulting.com! Podopolo: The best podcast listening app in the world is here! Visit Podopolo.com, download the app for free, mention John Lee Dumas (my Podopolo username) when you sign up, and start listening now! HubSpot: Learn how HubSpot can help your business grow better and get a special offer of 20% off on eligible plans at HubSpot.com/eof!

From the archive: This episode was originally recorded and published in 2020. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Greg O'Brien is a CPA and Certified Tax Coach specializing in work with tech focused entrepreneurs and business owners to improve cash flow through tax reduction. Top 3 Value Bombs: 1. The Tax Code is a book of wealth, and it is designed for entrepreneurs, business owners, and real estate investors. 2. Advanced tax planning is crucial. 3. Ask your tax advisers to get you the biggest savings. Find an expert who knows the tax codes and then use it to your advantage. Tax Planning for Entrepreneurs on Fire – Fill out Greg's intake form for free planning tips for entrepreneurs. The first 25 sign-ups will get a hard-cover copy of Greg's new book -  Thinking Outside The Tax Box. - (Sorry! This link was active when this episode was first published in 2019 but is no longer an active offer.) Sponsors: FranBridge: Jon Ostenson, founder of FranBridge Consulting and top 1% consultant, represents the premier source for the best opportunities in the non-food franchise world. Sign up for a free consultation at FranBridgeConsulting.com! Podopolo: The best podcast listening app in the world is here! Visit Podopolo.com, download the app for free, mention John Lee Dumas (my Podopolo username) when you sign up, and start listening now! HubSpot: Learn how HubSpot can help your business grow better and get a special offer of 20% off on eligible plans at HubSpot.com/eof!

In this episode of the Homefront Podcast, Toree speaks with Kimberly. Kimberly Tara is a wife, mom to 4 little kids, and a multi-passionate entrepreneur. She is a CPA & Certified Tax Coach who started her tax practice 6 years ago. Kimberly focuses on profit & tax strategy for female small business owners. She also is the host of the Messy Wonderful podcast and blog which focuses on motherhood, money & business. She is passionate about educating female business owners and young children on all things tax, finance & entrepreneurship. Kimberly is all about finding the balance to live your best life and be successful at what matters most! Favourite Takeaways from the episode: The journey of building her business alongside raising her family How she moved away from burnout to thriving in her business When is the right time in your business to hire a CPA to be proactive in your taxes How to move forward when breaking a new ceiling of revenue in your business Checking in on your numbers monthly in order to be a strategic business owner What it takes to grow a business and home life during seasons of change How to prevent becoming stagnant in business What Kimberly's “no's” look like on the homefront **Links mentioned in this episode:** Tune into her podcast The Messy Wonderful Podcast Connect on Instagram Messy Wonderful Check out the podcast website https://messywonderful.com/ Check out Kimberly's business website http://www.taracpafirm.com/ Connect on Instagram Kimberly Tara Resources: Join the SPRINT CLUB HERE Join the FRIENDS CLUB to get exclusive access to bonus episodes, freebies, tools, tips, and resources to empower you to scale in your business and home life. Check out FIVERR Get started with HELLO AUDIO today! If you enjoyed today's episode, please: Share with friends Leave a review on Apple Podcasts Subscribe to catch the next episode About the Host: Meet Toree McQueen, a realtor, entrepreneur, serial just do-er, podcaster, mother to 4, and a bold dreamer always on a mission. Tune in weekly to hear about how to run a business and a home life, how to scale and grow, and parents who are leading the way in entrepreneurship! Connect with Toree: Instagram @workbetterpodcast https://www.toreemcqueen.com

For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode28This episode is part of our mini-series all about finding clients. Tune in as we discuss all the ways to find clients in the online space and get real about what works and what doesn't. You'll hear practical strategies and transparent conversations about where clients really come from so that you can hopefully find more clients and just feel normal about where you're at now.In this episode, we're talking with Kimberly Tara. Kimberly is a wife, mom to 4 little kids, and a multi-passionate entrepreneur. She is a CPA & Certified Tax Coach who started her tax practice 6 years ago. Kimberly focuses on profit & tax strategy for female small business owners. She also is the host of the Messy Wonderful podcast and blog which focuses on motherhood, money & business. She is passionate about educating female business owners as well as young children on all things tax, finance & entrepreneurship. Kimberly is all about finding the balance to live your best life and be successful at what matters most!Topics discussed:Practical tips for getting referralsBalancing serving clients with having boundariesBringing old-fashioned networking to the virtual worldSelling in the DMs (for real)Being authentic and genuinely wanting to helpThe myth of giving away too much for freeHow to run sales calls effectivelyGetting pickier about your clientsOwning your success and being true to yourselfTop tip or advice for finding clients:Service your current clients well so that they stay clients. They will also recommend you to their friends. If you love what you do, and do a good job, this is pretty easy!Connect with Jordan Schanda King:Website: easyscaling.comInstagram: @jordanschandakingConnect with this week's guest, Kimberly Tara:Website: https://www.taracpafirm.com/ Instagram: https://www.instagram.com/taracpafirm/ Love what you heard? Reviews really help us out! As a thank you, you can get my 90-Day Planning Formula ($97 Value) by submitting a screenshot of your 5-star review at easyscaling.com/podcastreview

As the year comes to a close and the end of Q4 is right around the corner, my loyal sugar babes will know it's time to check in with my good friend Kenesha "The Beauty CPA" ColemanKenesha Coleman is an award-winning CPA, Certified Tax Coach and IRS Enrolled Agent. She founded ColemanTax, an Accounting firm that specializes in helping ambitious and driven Beauty Entrepreneurs save money by optimizing their tax and financial lives. Beautypreneurs rely on her easy-to-understand tax-savvy to beautify their finances, keep more profit in their pockets and make financial decisions that effortlessly grow their beauty businesses.I'm so beyond grateful to have Kenesha here to help all my sugar babes identify their business strengths and weaknesses so you can make sure that you are making the most out of your taxes and looking forward to the next year with strength and renewed vitality.BY THE TIME YOU FINISH LISTENING, YOU'LL DISCOVER: Kenesha's three “hot tea takes” that will make a world of difference in your business.How to show up like Oprah and truly own your bookkeeping.The three essential “R”s to streamline your accounting and make bookkeeping a breeze!Take Control of Your Bookkeeping With Kenesha HERE!Snag Kenesha's Ultimate Tax Deductions Guide for Beautypreneurs!Check out Kenesha's "Beauty Business Roadmap" HERE!If you've connected with or been inspired by this episode in any way,  leave us a review and let us know your biggest takeaway - I'd love to hear how Kenesha inspired you to step up in your bookkeeping! And while you've got your phone out, make sure to follow us on Instagram @Love2Sugar and check out Kenesha @TheBeautyCPA. Can't get enough of Kenesha's brilliance? Head over to TheBeautyCPA.com and don't forget to join her FREE Facebook community "Beautypreneur Finance Mastery".Want more? Download the Love2Sugar App for your one-stop shop for all things sugar and join The Sugar Tribe while you're there!

Craig S. Cody is a Certified Public Accountant, Certified Tax Coach, bestselling author, and business owner with over 22 years of experience helping agencies keep more of what they make. Craig is also the host of The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig Cody & Company focuses on proactive tax planning, small agency accounting, and tax preparation, but what really excites the team is helping agencies spot mistakes and uncover missed opportunities that cost them thousands in taxes. In this special episode of The Progressive Agency Podcast, host Craig Cody invites listeners to request a free copy of his book featuring great tips and information on how to save thousands of dollars on taxes. Craig shares the top 5 things you should be doing to keep more money in your pocket. Ways to reach out to Craig with any questions or to set up a strategy session. Additional Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

We all know the subject of taxes is not always the most fun or positive thing to talk about. It can be challenging to absorb tax-related content when it feels like a lecture which is why I love that there are now more content creators who are infusing more creativity and humor into the education around taxes. I am excited to welcome one of those creators onto the show.   Duke Alexander Moore is an IRS Enrolled Agent and Certified Tax Coach who is passionate about educating small business owners and entrepreneurs about the world of taxes in a fun and entertaining way. He puts a humorous spin on a lot of tax topics and teaches them in an effective way using storytelling and scenarios. In this episode, you'll get a glimpse of his unique approach to teaching as we discuss simplifying taxes for content creators.   * Connect with Duke on IG @dukelovestaxes * Find him on TikTok: @dukelovestaxes * Check out his YouTube channel: dukelovestaxes * Find him on Twitter: @dukelovestaxes * Visit his website: workwithduke.com/home   * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so * Hire us!: https://www.fitnancialsolutions.com/accounting * Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein * Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html     The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Are you a business owner who avoids paying estimated taxes because they're… well… confusing? If so, this episode is for you. As a mom business owner who just happens to be a CPA and Certified Tax Coach, I'm walking you through everything you need to know about estimated tax payments - from how to calculate them to when you need to pay. I'll even tell you the secret to saving more money! Hit play and learn what you need to pay your quarterly taxes ON TIME and WITHOUT STRESS. You've got this! Shownotes: https://messywonderful.com/everything-you-need-to-know-about-paying-quarterly-estimated-taxesWe're in this together because life is messy but oh so wonderful!

Susanne Mariga is a Certified Public Accountant (CPA) and Certified Tax Coach specializing in business and personal tax planning. Over the past two decades, Susanne worked for Big 4 accounting firms and, in her own firm, has helped thousands of clients achieve their business goals. A Certified Profit First Professional (PFP) at the Mastery Level, she is also a Chartered Global Management Accountant (CGMA), as designated by the American Institute of Certified Public Accountants (AICPA). She is the host of the Profit Talk Podcast and the author of Profit First for Minority Business Enterprises. In this episode, we discuss: ·      Evening the playing field for minority owned businesses ·      Determining what type of business to start ·      Following your heart and passions into business ·      Strategies when dealing with government contracts ·      Top strategies for increasing business profits ·      Tax accounting systems to make your business more efficient   I hope you find this episode as exciting and informative as I have. Susan shared such great insights into growing your business, whether big or small. Please let me know your thoughts!   Connect with Susan Mariga: Website: www.marigacpa.com Facebook: @profitfirstmasterclass   Connect with Steve Eschbach Website: https://www.tworld.com/locations/naperville/ or https://eschbachassoc.com/  YouTube Channel: https://www.youtube.com/channel/UCWqgICqaSI8xE2GRYY1HWJA  LinkedIn: https://www.linkedin.com/in/speschbach/  Instagram: https://www.instagram.com/steveeschbach/  Twitter: @SteveEschbach   Learn more about your ad choices. Visit megaphone.fm/adchoices

Last week, I shared how a scarcity mindset in business leads to large tax bills. Once I gained clarity on my financial goals, my mindset shifted into how I was going to secure my financial success. By hiring a certified and licensed professional tax planner and bookkeeper, my business began to level up exponentially.  This week, I am talking with my personal Tax Planner & Bookkeeper, Sarah Shannon-Jones, owner of Lenwood Hazel Group. With over 15 years of experience, Sarah holds 3 Masters' degrees, a Certificate from Cornell University is an Enrolled Agent with the IRS-licensed in all 50 states, and is a Certified Tax Coach-an an exclusive designation available only to an Attorney, CPA, or EA in the United States. Lenwood Hazel Group is a unique, full-service tax and bookkeeping firm that creates massive value by integrating advanced tax strategies that are custom-built for each client. LHG also specializes in custom-built CFO services to transform our client's financial cycle and bring in-depth visibility to operations. Their mission is to help their clients, BUILD their dreams, PROTECT their assets, and GROW their legacy. Join us this week as we discuss the importance of tax planning and bookkeeping and why they are essential to your business success. We also discuss the difference between thinking small and aligning your business ventures with your core values. By planning for your financial goals now, ensures a successful financial future.  Topics Discussed: Why tax planning & booking are the foundation of a successful business  Focusing on the clarity and core values of your company The power of having monthly reports to see the trends of your business Why you should be working with qualified professionals Aligning your business ventures with a clear vision of your goals  Gain access to resources and/or work with Mark or his marketing team direct visit: www.markcrandall.net   Connect with Sarah Jones www.sarahjonescpa.com   --- Quotes:   Mark Crandall   “The more businesses that I work within Marketing and Consulting, the more that I learn that most people don't learn that tax planning and booking are priorities.” “I believe that I am a better steward of my money than the Government is. I believe that I can do more good with my money than the Government can.” Sarah Jones “If you are not doing your own books, if they aren't being done correctly, or if you're just taking in receipts and are very unorganized at the end of the year, you are literally costing yourself thousands of dollars.” “My top tip for anybody when it relates to money and growing their business is to get clarity. Go and figure out what your mission is, why you're here, and what you want to give to the world.” “I made the most mistakes in my business when I ventured into things that didn't align with what was important to me.  “You need to have a set of core values of what you're going to operate on.” “If a business opportunity came to our business, it is first filtered through our core values and our mission statement. If it doesn't align, we don't take it on.” “When I got clear on my goals, I grew exponentially. Our company is laser-focused on what we're bringing to the market and how we're impacting our clients. We don't deviate from that.”

This week, our solopreneur guest is Susanne Mariga. Susanne is a Certified Public Accountant, Certified Tax Coach, and Chartered Global Management Accountant with over two decades of experience helping clients achieve their financial goals through business and personal tax planning. Susanne helps her clients design profit-first based business plans that ensure success and long-term financial stability. She is passionate about helping small business owners and entrepreneurs maximize their revenue and grow their business. She is the host of the Profit Talk Podcast, where she discusses business tips and strategies.Connect with Susanne at www.susannemariga.com.> Order Earn More Work Lesshttps://www.thesolopreneurhustle.com/earnmoreworkless> STAY CONNECTED   Website | http://www.thesolopreneurhustle.comInstagram | @SoloprenuerHustle  Email | hello@thesolopreneurhustle.com > EMAIL NEWSLETTERJoin our Streamline Your Business Bootcamp: https://www.subscribepage.com/streamlineyourbusiness > Subscribe to Nia on YouTube: https://www.youtube.com/channel/UCzlCl9xBXGlyoATwat6Ebpg?view_as=subscriber

If you're searching for ways to lower your taxable income, learn how the pass-through entity tax could help. Listen to this episode to hear insights about: How the 2018 tax cuts impacted personal tax deductions What the pass-through entity tax is Why would business owners want to take advantage of the pass-through entity tax Which states have already enacted the pass-through entity tax Which states have proposed the pass-through entity tax, and will likely pass it How does the pass-through entity tax lower your taxable income Resources: The 12 Biggest Tax Mistakes That Cost Agency Owners Thousands:https://www.amazon.com/Biggest-Mistakes-Agency-Owners-Thousands/dp/B088B6DPG9/ref=sr_1_1?qid=1639661450&refinements=p_27%3ACraig+Cody&s=books&sr=1-1 Additional Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa About Craig Cody: Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Owner Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.

As founder and CEO of Family Financial, Tammy empowers families and business owners to keep more of what they earn, preserving and growing their wealth. She takes a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve her clients' financial goals while often saving them time and money. Tammy has held positions such as Director of Planning where she advised their most affluent clients on complex retirement, business, tax and estate solutions. Other notable career positions she held were Trust and Estate Advisor in Wells Fargo Private Client Services in Beverly Hills, Financial Planning Specialist with Merrill Lynch, and Investment Advisor at Charles Schwab. In addition to relentlessly advocating for her clients, she is also a strong proponent for mandating - financial literacy curriculum in high schools and colleges across America. Her 26 years of industry expertise as a Certified Exit Planner and a Certified Tax Coach prove instrumental in helping clients to devise tax strategies as well as navigate the sale of their businesses. In this episode we discuss: - The need to be your own financial advocate - The importance and the challenges of move from a spender to a saver - How you can apply some of the strategies used by affluent families utilizing - How to handle the lack of collaboration between the professional advisors and the client which often resulted in missed opportunities. You can reach Tammy at familyfinancial.biz

If you're planning to travel for work, you've likely thought about deducting business travel expenses.  Listen to this episode to hear insights about: How business travel documentation rules differ between corporations and proprietorships Why you need to report your business travel on your business taxes rather than your personal taxes The four elements you must be able to prove and therefore should keep a record of Why travel meals are separate from other travel expenses Which travel expenses you should keep receipts for, and if you can use credit card statements instead What constitutes a timely kept record of your tax expenses for the IRS How to properly submit travel expenses to your corporation The most important piece of information that you need to keep a record of for business travel expenses What are the two different types of tax-deductible business travel expenses How do you know if you can deduct business trips, even if you'll be on the trip for more than just business How travel deductions differ between US travel and international travel Travel Expense Rules Traveling for work can be a great way to experience more and grow your business. However, all travel is not the same. This week on the Progressive Agency Podcast, I discuss deducting your business travel expenses. I explain the differences in travel documentation rules if you're a corporation or a proprietorship. During this solocast. I also discuss how to properly keep a record of your expenses. Listen to the episode to learn more. Proving It If you plan to deduct your business travel, you must be prepared to prove your expenses to the IRS if needed. There are four elements that you should always keep a record of to prove your business travel. The first being the amount of each expenditure, the second is the dates of travel, departure and return. Third, you should keep a description of the location of your trip. Last, and most importantly, is the business purpose for your trip. During our conversation, I explain how to easily maintain this record. Business or Personal When you plan a business trip, it's possible that you may plan to extend your trip for longer. A common thought is, if you stay longer on a professional trip for personal reasons, can you still expense it? In this episode, I explain how this differs when traveling within the United States and internationally. Listen to the episode to learn how many days of your trip you're required to work in order for it to be covered as a business expense. Click here to learn more: Resources: The 12 Biggest Tax Mistakes That Cost Agency Owners Thousands:https://www.amazon.com/Biggest-Mistakes-Agency-Owners-Thousands/dp/B088B6DPG9/ref=sr_1_1?qid=1639661450&refinements=p_27%3ACraig+Cody&s=books&sr=1-1 Additional Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa About Craig Cody: Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Owner Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.

In this episode, our guest Michael DiBernardo will be diving into the exciting world of fiduciary income taxation.  This episode is geared towards practitioners who don't deal with trust income tax rules on a daily basis.  We will discuss a basic and practical overview of fiduciary income tax as it relates to estate planning and trust administration.   About Our Guest:Mike DiBernardo is a Certified Public Accountant specializing in tax and accounting solutions for small businesses. As a Certified Tax Coach, he is highly skilled in tax planning and creates sophisticated strategies to minimize taxes for businesses and their owners.Mike has been practicing as an accountant for almost 10 years. He graduated Summa Cum Laude from the University of California, Los Angeles (UCLA) with a Bachelor of Arts in Business Economics and a Minor in Accounting. Prior to founding DiBernardo & Company, P.C., he worked with Fortune 500 and other publicly traded companies on complex domestic and multinational transactions at PricewaterhouseCoopers.  Mike can be reached at: miked@mbamdcpas.com  Mike also published an article that can be found here: https://www.trustestatecpa.com/site_images/California_CPA-March-April_2021-2.pdfAbout Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals.  She is also a TEXCOM member and is involved with the Fiduciary Income Tax Section of the American Bar Association. Trust Me is produced by Foley Marra StudiosThank you for listening to Trust Me!

This episode of the Passage to Profit Show features Shauna Wekherlien The Tax Goddess, Valeria Aloe from Conscious Abundance and Mark Cronin & John Lee Cronin from John's Crazy Socks. Shauna Wekherlien, CPA is ranked in the top 1% of only 600 Certified Tax Coach and Strategists in the U.S. She is the founder of Tax Goddess Business Services, PC is a full-service tax and accounting firm with a focus on tax strategy and planning to help lower and minimize taxes for business owners and investors. Shauna works with an international team of over 60 tax strategy experts. On average she lowers her clients taxes by $32,600/year, removes stress and hassle, and promotes business growth with additional cash flow. She has 20+ Years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. Read more at: https://taxgoddess.com/Valeria Aloe, our Executive Spotlight guest, is the founder of Conscious Abundance, a bilingual (Spanish and English) research-based, behavioral change platform for women and minority employees and is the author of “Uncolonized Latinas”. Valeria partners with organizations and corporations to identify the particular needs of their women and minority employees and clients, and support them with programs that seek to develop leadership skills, enhance emotional intelligence, and boost resilience and productivity. She also provides 1-on-1 coaching and conducts the course “Your Extraordinary Life Begins Today”, specifically designed for Hispanics in the United States. Read more at: https://uncolonizedlatinas.com/Mark Cronin & John Lee Cronin, our Entrepreneur Presenters, are the founders of John’s Crazy Socks, a sock company that offers an array of designs of socks in a multitude of patterns for men, women and children. Sock collections such as pop culture, food and drink to animals and more. John’s Crazy Socks is a father-son venture inspired by co-founder John Lee Cronin, a young man with Down syndrome. John’s affinity for crazy socks paired with his love of making people smile made our mission clear: we want to spread happiness. Together they found a way to create a social enterprise, John’s Crazy Socks, and build it into a multi-million dollar business. The company donates 5 percent of our earnings to the Special Olympics as they’ve played a vital role in John’s development. Read more at: https://johnscrazysocks.com/ Visit https://passagetoprofitshow.com/ for the latest updates and episodes.

This episode of the Passage to Profit Show features Shauna Wekherlien The Tax Goddess, Valeria Aloe from Conscious Abundance and Mark Cronin & John Lee Cronin from John's Crazy Socks. Shauna Wekherlien, CPA is ranked in the top 1% of only 600 Certified Tax Coach and Strategists in the U.S. She is the founder of Tax Goddess Business Services, PC is a full-service tax and accounting firm with a focus on tax strategy and planning to help lower and minimize taxes for business owners and investors. Shauna works with an international team of over 60 tax strategy experts. On average she lowers her clients taxes by $32,600/year, removes stress and hassle, and promotes business growth with additional cash flow. She has 20+ Years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. Read more at: https://taxgoddess.com/Valeria Aloe, our Executive Spotlight guest, is the founder of Conscious Abundance, a bilingual (Spanish and English) research-based, behavioral change platform for women and minority employees and is the author of “Uncolonized Latinas”. Valeria partners with organizations and corporations to identify the particular needs of their women and minority employees and clients, and support them with programs that seek to develop leadership skills, enhance emotional intelligence, and boost resilience and productivity. She also provides 1-on-1 coaching and conducts the course “Your Extraordinary Life Begins Today”, specifically designed for Hispanics in the United States. Read more at: https://uncolonizedlatinas.com/Mark Cronin & John Lee Cronin, our Entrepreneur Presenters, are the founders of John’s Crazy Socks, a sock company that offers an array of designs of socks in a multitude of patterns for men, women and children. Sock collections such as pop culture, food and drink to animals and more. John’s Crazy Socks is a father-son venture inspired by co-founder John Lee Cronin, a young man with Down syndrome. John’s affinity for crazy socks paired with his love of making people smile made our mission clear: we want to spread happiness. Together they found a way to create a social enterprise, John’s Crazy Socks, and build it into a multi-million dollar business. The company donates 5 percent of our earnings to the Special Olympics as they’ve played a vital role in John’s development. Read more at: https://johnscrazysocks.com/ Visit https://passagetoprofitshow.com/ for the latest updates and episodes.

Today on the Friends in Beauty Podcast I welcome the Beauty CPA, Kenesha Coleman, to the Friends in Beauty guest chair.   Kenesha is an award-winning CPA, Certified Tax Coach and IRS Enrolled Agent. She founded ColemanTax, an Accounting firm that specializes in helping ambitious and driven Beauty Entrepreneurs save money by optimizing their tax and financial lives.   Beautypreneurs rely on her easy-to-understand tax savvy to beautify their finances, keep more profit in their pockets and make financial decisions that effortlessly grow their beauty businesses.   This was such an eye opening and informative conversation with Kenesha. She really is an open book and was able to clarify so much about the confusing world of taxes when it come to being a beautypreneur. In this interview Kenesha shares:   -Why she chose to leave her job at the IRS to specifically help beautypreneurs with their taxes and finances -Where most beautypreneurs go wrong when it comes to taxes -The common misconceptions about what you can and can not claim on your taxes + how you can be losing money -What tools you can use to stay on track of your bookkeeping -Advice of paying yourself from your business -Why getting a tax refund is not a good thing (sometimes) -And so much more including loads of resources   If you've been struggling with keeping your business finances tight and want to know how you can improve this interview is definitely for you. Let's go ahead and jump into this chat with Kenesha & if you prefer to watch our beautiful faces then tune in on YouTube.  Enjoy this episode!   Leave us a 5 star review and share this episode with a friend or 2 or 3. info@friendsinbeauty.com   GRAB YOUR TICKET FOR FRIENDS IN BEAUTY 111 LIVE - bit.ly/FIB111   FRIENDS WITH BENEFIT$ Club - JOIN THE WAITLIST - bit.ly/FWBClubWaitlist   Resources Mentioned In This Episode:   -Tax Deductions Guide: https://bit.ly/taxexpense -Bookkeeping Template: https://bit.ly/BookkeepingExcel -Interested in Professional Tax Preparation Services for Beautypreneurs: https://bit.ly/beautytaxprep -Quickbooks -Xero -Freshbooks -Upwork   Additional Resources:   -https://www.amazon.com/shop/akuarobinson   -Skillshare - Use this link for 2 months free of the premium plan: https://skl.sh/30t352q   -Shop Mented Cosmetics - https://www.mentedcosmetics.com/?rfsn=1290937.f2481  Use Code “AKUAROBINSON” for 10% of your purchase  Announcements:   We're on Apple Podcasts - www.bit.ly/FIBPodItunes!   Join our Facebook community…   If  you're looking for a community of like minded, ambitious, and supportive #FriendsinBeauty all working to leave our mark on the beauty industry, join us here: https://www.facebook.com/groups/friendsinbeauty Join the Friends in Beauty Mailing List: www.bit.ly/FIBTribe Social Media Info: Kenesha Coleman (Instagram) - @thebeautycpa Kenesha Coleman (Website) - www.thebeautycpa.com Friends in Beauty (Instagram, Facebook, Twitter) - @friendsinbeauty Friends in Beauty (YouTube) - Friends in Beauty https://www.youtube.com/channel/UCcYPyO8nAosEmjEE5nza9Zg?view_as=subscriber Akua Robinson (Instagram,Twitter) - @akuarobinson AkuaRobinson (Facebook) - Akua Robinson MUA Akua Robinson (Website) - www.akuarobinson.com

Does the Great Resignation have you considering hiring out-of-state remote employees?  Hear insights about: What should you be aware of if you are considering hiring remote employees who are in a different state than your business Why recruiting new employees is currently taking at least three to six months What are your responsibilities as an employer to out-of-state employees What is apportionment, and how that can impact the amount of taxes you'll pay How the IRS can easily determine if you have out-of-state employees  Resources: The 12 Biggest Tax Mistakes That Cost Agency Owners Thousands Additional Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa About Craig Cody: Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Owner Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.

Are you taking advantage of the qualified business income deduction? It's a great way to save money. Hear insights about: What is the qualified business income deduction Who is eligible and who may not be eligible for the qualified business income deduction How to take advantage of the qualified business income deduction Why do you need to make sure that your salary is high enough to qualify for this deduction if you have no employees Where can you look on your tax return to determine if you can take advantage of this deduction What to ask your CPA to ensure that you are not missing out on this opportunity Resources: The 12 Biggest Tax Mistakes That Cost Agency Owners Thousands: https://www.amazon.com/Biggest-Mistakes-Agency-Owners-Thousands/dp/B088B6DPG9/ref=sr_1_1?qid=1639661450&refinements=p_27%3ACraig+Cody&s=books&sr=1-1 Additional Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa About Craig Cody: Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Owner Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.

Planning your 2021 taxes? It's a great way to save money. Hear insights about: What resources of Craig's can help you understand basic tax planning What steps should you take before the end of the year to help you save money on your 2021 taxes How to add additional money into your 401(k) if your payroll service automatically caps your contributions if you're over age 50 What is a back-door Roth IRA, why you should do it, and what could prevent you from doing it What is the pass-through entity tax, and how it can help you get around the $10,000 personal deductibility cap Resources: The 12 Biggest Tax Mistakes That Cost Agency Owners Thousands: https://www.amazon.com/Biggest-Mistakes-Agency-Owners-Thousands/dp/B088B6DPG9/ref=sr_1_1?qid=1639661450&refinements=p_27%3ACraig+Cody&s=books&sr=1-1 Additional Resources: Website: www.craigcodyandcompany.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa About Craig Cody: Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Owner Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.

Gary Pageau of the Dead Pixels Society talks with Heather Zeitzwolfe, CPA, about the dos and don'ts of small business finance, especially for those in the creative fields.  Heather Zeitzwolfe is a CPA certified with the State of Oregon's Board of Accountancy and a member of the AICPA. She is a Financial Coach trained through the Ramsey Solutions' Master Financial Coaching program, a Certified Tax Coach through the American Institute of Certified Tax Coaches, and a Certified People Advisor through Gusto payroll.She also has the "Get the Balance Right" podcast. Visual 1st Visual 1st is the premier global conference focused on the photo and video ecosystem. Mediaclip Mediaclip strives to continuously enhance the user experience while dramatically increasing revenue.Buzzsprout - Let's get your podcast launched! Start for FREEDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Angie Bhasin is an Alamo California based CPA, Certified Tax Coach and Certified Tax Planner who help business owners, real estate investors and self-employed healthcare professionals cut their annual tax bill by hundreds of thousands of dollars by employing IRS provided advanced tax reduction strategies. Major corporations have access to such strategies through their tax/legal departments; She passionately brings such strategies within the reach of her clients so they too can put more of their hard-earned money back in their pockets and build wealth.Her calling is to educate hardworking taxpayers about tax planning and to help them take charge of their financial future. She is a frequent speaker at Conferences and Professional Associations, sharing tax savings ideas so taxpayers can STOP DONATING to the IRS.In this episode, Angie will speak about her unique offerings and services such as specialized tax planning for clients which help saved significant taxes as value-add service in additional to tax consulting, tax return compliance and audit defend strategies.  CONNECT WITH ANGIE BHASINEmail: angie@fintaxcpas.comWebsite: https://www.fintaxcpas.com/ CONNECT WITH JONATHANTo connect with Jonathan, you can send email at info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network. Thanks for listening and until next time, keep building wealth in Commercial Real Estate!     

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: In this series finale of the Progressive Dentist Podcast, host Craig Cody explains why he is ending the series, and he invites listeners to visit the library of past Progressive Dentist Podcast episodes for more great tips and information and to reach out to him with any questions or to set up a strategy session. Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

We asked Jamie O'Kane, Certified Public Accountant and Certified Tax Coach, about her experience working as a tax strategist (with vets in particular), common questions, mistakes, and lessons she has learned. Jamie is the owner and operator of Abundant Beans Tax & Accounting and the host of The Abundant Beans Podcast. - What is a Tax Strategist? - What is goal-based tax planning? - Where do vet business owners often leave money on the table? - How Jamie began working with vets in particular - What are some lessons learned from the business owners Jamie has interviewed for her own podcast? - What are some common mistakes to avoid as an owner? - What are the prerequisites to being successful in business? Ways to connect with Jamie O'Kane: Abundant Beans Tax & Accounting: https://www.abundantbeans.com/ (https://www.abundantbeans.com/) The Abundant Beans Podcast: https://www.abundantbeans.com/podcast/ (https://www.abundantbeans.com/podcast/) LinkedIn: https://www.linkedin.com/in/veterinaryaccountant/ (https://www.linkedin.com/in/veterinaryaccountant/) Ways to connect with Veterinary Financial Summit:  VetFinancialSummit.com Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit (https://www.facebook.com/VetFinancialSummit) LinkedIn: https://www.linkedin.com/company/vetfinancialsummit (https://www.linkedin.com/company/vetfinancialsummit) Email: Leadership@VetFinancialSummit.com

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: What is included in the new relief bill passed by Congress and the President What has changed with the PPP in the new bill The documentation and qualifications needed to receive a second-draw PPP loan Key talking points to address with your CPA so you can get the most out of the new bill Possible future developments in PPP funding that you should prepare for Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Welcome to Profit First With Susanne Mariga, CPA! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I'm a Certified Public Accountant, a Certified Mastery Level Profit First Professional, and a Certified Tax Coach . In this episode, we discuss what keeps businesses small, and more importantly, how to overcome these limitations.  My guest for this week's show is Monique White.  Monique White is an attorney, registered nurse, certified professional coach, international speaker,  Amazon bestselling author, and founder of Triumph Services LLC. She has over 28 years of combined experience in Health and Business Services, Law, and Public Safety. Originally founded as Triumphant and Free in 2017, Monique helped individuals overcome and push through obstacles to discover and embrace their unique talents, skills, and abilities to enjoy life the way that God has promised-with joy, hope, love, peace, and power. The company was reorganized in 2018 to Triumph Services LLC, a consulting and coaching firm. Triumph Services helps single professional moms replace their full-time income with a part-time hustle so they can be home with their kids, do what they love, and never miss a first again. Triumph Services LLC also provides legal support services to law firms on their medical legal matters providing medical record review, affidavits of merit, medical chronology, attend independent medical examination and reports, deposition and trial support, and expert testimony. Monique has appeared on the MsSavvy Pro Show, Lady Kay Chat, Lens of Faith Speaks, Getting Organized in High Heels, Woman Unmasked, as a panelist for The Chef and The Coach, L.I.F.T, published in RN Journal, and is a co-author in the anthology Lift, Launch, Lead. She served as a mentor for Connecting Generations and serves as Brand Ambassador for Unstoppable Black Woman, adjunct clinical instructor, and on various community committees. And, she is the visionary and producer of the annual I Am More! Women's Conference and host of the weekly Meet the Expert Facebook Live Series and the Real Talk Facebook Live Series. Monique White has been described as visionary, anointed, driven, encouraging, and persistent. Whether she is speaking at a conference, workshop, on a panel, 1:1, consulting on business or legal matters, or just holding a patient's hand, Monique's passion for propelling and empowering others shines through. She is truly a leader who serves. Monique holds an Associates degree in nursing science from Mercer County Community College, a Bachelor's of Science Degree in nursing  from New Jersey Institute of Technology and University of Medicine and Dentistry of New Jersey, and a Juris Doctorate from Rutgers School of Law. Additionally, she holds a Certificate in Professional Coaching from Community College of Philadelphia and multiple national certifications in her specialties. Website:          www.triumphsvcs.com; www.triumphls.com Email:              info@triumphsvcs.com Facebook:       www.facebook.com/triumphsvcs Join the Group: www.facebook.com/groups/womentransformed Women Transformed Instagram:       www.instagram.com/triumphscoach Twitter:           www.twitter.com/TriumphSvcs Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community. https://www.facebook.com/groups/ProfitFirstMasterClass/ If you're excited about what's next for your business and upcoming episodes, please like our video and subscribe! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business! Mariga CPA PLLC is a Certified Public Accounting Firm providing outsourced accounting, tax, and Profit First Coaching. Mariga CPA PLLC's website is www.marigacpa.com . We can be contacted at (713) 937-1737. DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: How to set goals that will drive us to build momentum and get back on track in 2021 Different personal and professional goals you should consider My goal-setting process for the new year Why you should consider hiring a coach or mentor to help with the goal-setting process How to create an actionable plan that will enable you to achieve your goals Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: What dentists can do to close out the year and prepare for 2021 The importance of meeting with your CPA before year-end Key talking points you should discuss with your CPA Why you should consider fully-funding your 401k before year-end Resources you can use to lower your year-end taxable income Why you should do a tax projection with your CPA Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Functional Medicine Providers: What You Will Learn: Why it is critical to take a proactive approach to tax planning in functional medicine How functional medicine providers can keep more of what they make Craig's approach to tax strategy in the FM niche What to look for in a tax planning strategist Common tax mistakes that functional medicine providers make and how to avoid them How Craig helps his clients reduce their tax liability by legal, moral, and ethical means How the suspension of the payroll tax affects our taxes Craig's top tax planning strategies for 2020 Tax Strategy for Functional Medicine Providers Craig Cody is the founder and owner of Craig Cody & Company and host of The Progressive Dentist podcast. His tax planning and CPA firm helps all kinds of healthcare professionals and small business owners keep more of what they make. From functional medicine providers to dental practitioners, Craig helps his clients take a proactive approach to tax planning strategy so they can reduce their tax bill by legal, moral, and ethical means. In this episode of The FM Shift, Craig joins us to provide a better understanding of what we can do to prepare for tax season. Tax Planning Makes All the Difference When Dr. Heather Stone and I became both functional medicine providers AND entrepreneurs, our attitudes toward taxes were much different than they are today. When we were coming up and learning how to scale our functional medicine practice, taxes were not a priority because they had such a small impact on our business. However, as we started to experience more growth later down the road, the significant amount of revenue we were able to pull in led to significant tax bills. This is a difficult road to navigate and I wouldn't recommend going at it on your own. Reaching out to your CPA to see what you can tweak to lower your tax liability will literally save you thousands of dollars each year. That is more money in your pocket to invest in your business and generate more growth. Start a Conversation With Your CPA As functional medicine providers, we will come across a lot of CPAs who chalk up their responsibility to putting the right numbers in the right boxes and making sure the filing deadline is met. We should be looking for a CPA that takes a strategic lens to our books and makes changes that will help us keep more of what we make. Some of the talking points we can bring up are whether or not we have maxed out our 401k. And if our spouse is associated with the business, we need to look at theirs as well. We need to have conversations about our entity structure, PPP loans, home-office deductions, life insurance plans, and a number of other areas that could save you tons of money next tax season. About Craig Cody Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. How to Connect with Craig Cody: Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa Course: https://craig-s-school-e90e.thinkific.com/courses/5-tax-strategies

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: Why the October 15 filing deadline is the craziest filing deadline in history What questions to ask your CPA as you prepare for year-end tax planning Why it is so important to have your books in order before you start tax planning How the PPP and EIDL will factor into your year-end tax planning Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: Common trends we are seeing with tax planning in September 2020 What is causing a lack of communication and planning between business owners and their CPAs Why you should go over your numbers and create a tax plan with your CPA instead of trying to do it on your own Key numbers that affect the accuracy of your books and your tax plan for 2021 How the PPP and CARES Act have impacted your books Why communication with your CPA is key in keeping more of what you make Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: New updates to the PPP, EIDL, and how they affect your tax planning strategy When you should apply for forgiveness, and what you need to know about headcount requirements and covered periods before you apply What you need to know as you calculate owner compensation in the covered period The safe harbors for PPP forgiveness Current conditions for qualification and approval of EIDL grants How the EIDL grants affect your PPP forgiveness amount What you can do to prepare for tax season if you have applied for any of these Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa