Podcasts about company cpas

Transformation TalksWith Donny ShimamotoCenter for Accounting Transformation Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He's had to embrace both philosophies to become successful. MORE: Harper & Company CPAs show notes here MORE CPA TRENDLINES PODCASTS and VIDEOS:  Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three Rules to Keep Employees Happy | Erik Solbakken: Yes, You Can Work Less and Make More | Donny Shimamoto: Future Firm Growth Requires a Mindshift  In a recent episode of Transformation Talks, Harper tells host Donny Shimamoto, CPA, CITP, CGMA, who is also the founder and managing director of Intraprise TechKnowlogies LLC, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. He said after some self-reflection, he needed what his successful clients already had--a CEO.Enter Julie Smith. 

Today, we revisit a classic episode with Mike Pine, CPA, exploring how you can effectively leverage the tax code to unlock many opportunities for maximizing your tax benefits. Discover valuable tips on tax offsetting in real estate, the Internal Revenue Code, and the importance of collaborating with someone you trust. Stroll down memory lane with us as we dive into these insightful topics.WHAT TO LISTEN FORAn excellent walkthrough on the 3 types of incomeHow real estate investing offers amazing tax advantagesWhy you need guidance from a tax expert What to do to qualify for the Real Estate Professional Status (REPS)The value of expanding your knowledge and maximizing its potentialRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom Wheelwright https://amzn.to/3cZqp0qRich Dad Poor Dad by Robert Kiyosaki | Paperback https://amzn.to/3PFfCqL and Audiobook https://amzn.to/3L445PPABOUT MIKE PINE, CPAMike is a Certified Public Accountant and founding partner of Pine & Company CPAs in Keller, Texas. Since 2000, he has been helping individuals and businesses pay the taxes they legally owe, but not a penny more. Mike obtained his bachelor's in Business and master's in Professional Accountancy from Montana State University. After beginning his career in Big 4 and large regional firms, Mike realized he wanted to provide clients with more effective, comprehensive, and personalized services. In 2008, he founded his firm.  Mike and his team at Pine & Company CPAs provide the attention and proficiency that only a small firm can offer. Yet, the impact they make on their clients' finances is anything but small. They help clients nationwide get a clear picture of their current finances, discover how the tax code can benefit them, and receive a detailed plan to use taxes as a tool to gain financial freedom.CONNECT WITH MIKEWebsite: Pine & Company CPAs https://www.pinecocpas.com/CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com

We're doing things a little differently on this episode. Since Greg is busy with dad duty, Kristin invited Glenn Harper, CPA & Owner of Harper & Company CPAs along with Practice Manager Julie Smith to shed a different light on our financial conversation. If you're an entrepreneur and could use insight about planning for your own retirement, along with a heads-up on mishaps small business owners should avoid, this episode is for you!  Plus, we'll share the latest changes that could impact your RMDs (required minimum distributions) and the future of your taxes in retirement.See omnystudio.com/listener for privacy information.

Believe it or not, you could be paying more taxes than you owe, and Mike Pine, CPA is here to teach us about taking advantage of the Tax Code and the incentives and opportunities it offers! You'll learn about Section 1031 of the Internal Revenue Code, tax offsets, the benefits of having a CPA who cares about your taxes, and more. Stay tuned!WHAT TO LISTEN FORAn excellent walkthrough on the 3 types of incomeHow real estate investing offers amazing tax advantagesWhy you need guidance from a tax expert What to do to qualify for the Real Estate Professional Status (REPS)The value of expanding your knowledge and maximizing its potentialRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom Wheelwright https://amzn.to/3cZqp0qRich Dad Poor Dad by Robert Kiyosaki | Paperback https://amzn.to/3PFfCqL and Audiobook https://amzn.to/3L445PPABOUT MIKE PINE, CPAMike is a Certified Public Accountant and founding partner of Pine & Company CPAs in Keller, Texas. Since 2000, he has been helping individuals and businesses pay the taxes they legally owe, but not a penny more. Mike obtained his bachelor's in Business and master's in Professional Accountancy from Montana State University. After beginning his career in Big 4 and large regional firms, Mike realized he wanted to provide clients with more effective, comprehensive, and personalized services. In 2008, he founded his firm.  Mike and his team at Pine & Company CPAs provide the attention and proficiency that only a small firm can offer. Yet, the impact they make on their clients' finances is anything but small. They help clients nationwide get a clear picture of their current finances, discover how the tax code can benefit them, and receive a detailed plan to use taxes as a tool to gain financial freedom.CONNECT WITH MIKEWebsite: Pine & Company CPAs https://www.pinecocpas.com/CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com

Whether you need a professional IRS audit or a trusted CPA to represent you, Hinckley Cook PC (+1-817-265-1040) is only a call away. Learn more about the Arlington, Texas full-service accounting firm at https://www.hinckleycpa.com/arlington.php (https://www.hinckleycpa.com/arlington.php) 

This week we interview Mike Pine from Pine and Company CPAs. Mike highlights how to save huge on taxes with short term rentals.

We talk with Tim Devereux of Devereux & Company CPAs.

John VanDuzer is Partner, James Moore & Company CPAs. They focus on real estate, so naturally we had a few questions when it came to the new administration. For those in the lower income brackets, your taxes most likely won't change too much but you may see a slight reduction. Those making up to 400k won't see very many changes at all, but those making over 400k could see themselves in a 50-60% effective rate. Of course, that all depends on how you make your income. We also address the rise of bitcoin, how it's affecting your taxes, and what to watch out for. Check out https://www.jmco.com/industries/real-estate/ or email john.vanduzer@jmco.com to learn more. If you need help finding the perfect location or your ready to invest in commercial real estate, email us at podcast@leadersre.com. Sign up for a FREE vulnerability analysis and lease renewal services View our library on apple podcasts or REUniversity.org.Connect on Facebook.

In Episode #6 of the Art of Medicine, Dr. Andrew Wilner interviews Johanna Fox, CPA, CFP, the founder of Fox and Company CPAs. Johanna runs two sister companies-one provides accounting the other offers wealth management services. A few years ago, I discovered Fox and Company CPAs while browsing the popular financial blog “The White Coat Investor,” where Johanna acts as a moderator. As a disclosure, since then, I've worked with Laura Clifford, CPA, an accountant with Fox and Company CPAs, and been a satisfied customer. However, I've never taken advantage of their wealth management services, in part because I didn't really understand what they were. I decided to interview Johanna to learn more.In this 15-minute interview, Johanna explains what “wealth management” really is and how it can help physicians. She describes the training necessary to become a certified financial planner (CFP) and how her firm has expanded to address the financial needs of her clients. She also emphasized that she works on a flat fee basis vs. the “assets under management” (AUM) approach of most financial planning companies. (The AUM model takes 1% or so, whether the portfolio grows or shrinks.) All of Johanna's clients are physicians or dentists, so she understands their struggle for work/life balance and the financial planning challenges they face.Johanna and I recorded this interview on April 2, 2020, in the midst of the COVID-19 pandemic. Johanna observed that some physicians, such as dermatologists and pediatricians, have seen their practices wither or even had to close their doors. Her firm tries to assist with these new and unforeseen financial crises. Johanna also lent some advice for those who have seen their net worth plummet due to the recent stock market nosedive. Many thanks for Johanna for sharing her time and wisdom with us. Those interested in learning more about Johanna's wealth management and accounting services can reach her at: www.Fox-CPAs.com.If you prefer video, here is the Youtube link for this episode of The Art of Medicine with Dr. Andrew Wilner: https://youtu.be/dUAab_Uz-NY

In this special ConvergenceCoaching 20th Anniversary episode of our Inspired Ideas podcast, partner Tamera Loerzel sits down with co-founders Jennifer Wilson and Jim Metzler to discuss the origin of ConvergenceCoaching, LLC and tell some formation stories. Join us to learn more about what inspired the founders to set out on this journey, fun memories along the way, and how they handled their separation so they maintained a healthy relationship throughout each stage together. James C. Metzler CPA, CGMA is the founder of Metzler Advisory Group LLC, a consulting firm that serves the CPA profession. Previously, he was Vice President/Small Firm Interests for the AICPA and a member of its senior management team. After co-founding ConvergenceCoaching, LLC, Jim joined the AICPA in 2003. Jim also spent 32 years with Gaines Metzler Kriner and Company CPAs in Buffalo, NY. Jennifer Wilson is a co-founder and partner of ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams through coaching, practice consulting, strategic planning and learning and development. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and their businesses.

On Episode 17 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager at tech.mn, welcome Ian Levitt, Founder of Studio Americana on a special TCSW edition of The Tech.MN Podcast to talk broadcasting and podcasting. Ian shares his journey to starting Studio Americana, a full-service podcasting studio. He walks us through starting in radio at age 15 and working through several markets until he went out on his own to launch Studio Americana. We talk about the reasons why someone should start a podcast, what causes certain podcasts to rise to the top, and how his team replicates the radio experience for people. The conversation dives into the challenges of entrepreneurship, developing systems for your business, and keeping up with the change of technology and industry. Kevin and Jac share what they’ve learned about podcasting and Kevin addresses some controversial feedback he has gotten since the launch of The tech.mn podcast. Sponsor:Thank you to Arthur Ventures for sponsoring the Twin Cities Startup Week Live tech.mn podcast booth. Arthur Ventures invests in B2B software founders beyond Silicon Valley and takes a partner approach to venture capital. They support tech entrepreneurship in Minnesota. You can learn more about them at their website and hear about their latest raise here.  SocialsTech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterIan Levitt on TwitterStudio Americana on Twitter   Links:Studio AmericanaTwin Cities Collective Podcast (Jenna Redfield)Omni Talk podcast (Anne Mezzenga)The Founders Mentality Podcast (Josh Fedie)The Operatory Podcast (Brian Laskin)Redpath and Company CPAs

On Episode 14 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Thong Nguyen, Founder and CEO of Roomera, on The Tech.MN Podcast to talk about the future of VR and the parallels of being a technologist and a founder.  Thong shares his journey along the corresponding tracks of corporate employment and entrepreneurship. He talks about the genesis of Roomera as an idea sprouted from home remodeling projects to a company today that helps retail companies prototype experiences with VR in order to make better business decisions. We talk about Thong’s roles with Reve Academy and Wellbeats and how he balances it all. The conversation turns to the good and evil of virtual reality and we get deep about the future of Peloton. Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Thong gives a shout out to Sean Higgins, founder of Better You; Rob Walling, founder of Tiny Seed; and Casey Allen, Founder of Enterprise Rising. Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level. Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterThong Nguyen on Twitter Links Roomera Rêve Consulting Rêve Academy Wellbeats TedxMinneapolis - Thong’s Ted Talk Enterprise Rising

On Episode 13 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Carter Jensen, Director of Strategy (Customer Experience) at Latitude, on The Tech.MN Podcast to talk about the integration of experiences and technology. Carter shares his story of brand activation and measuring the ROI on experiences. He takes us through several case studies of experiences deployed by brands and tells us about a new retail brand activation lab right here in our own backyard.  We get the download on Uplo. An experience measurement tool developed by Carter and his team and talk about how companies are using technology to stand out from the noise.  Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Carter gives a shout out to Chris Walton and Ann Mezzenga from Omni Talk and the new Third Haus Retail Lab and Coworking spot.  Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level. Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterCarter Jensen on TwitterLatitude on Twitter Links Latitude  Thirdhaus Omni Talk Dyson Demo Store Dirty Lemon Article on the Coca Cola NCAA Campaign  Xenia Retail Uplo (Video)  

On Episode 12 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN, welcome Lori Most, founder of BackpackEMR, on The Tech.MN Podcast to talk about going from coder to founder.  Lori shares her story of how joining her sister, a physician’s assistant, for a medical trip to Peru ignited the idea for an offline peer-to-peer electronic medical record (EMR) software product. She talks about becoming a founder, building software, and their latest contracts with Nairobi County in Kenya and Timmy Global Health. We discuss the challenges of fundraising as a female founder and Lori’s first-hand experience to weeding out investors to find really great ones.  Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Lori gives a shout out to Casey Allen from Enterprise Rising. Listen to his podcast on Apple, Spotify, and Google.  Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level. Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterLori Most of TwitterBackpackEMR on Twitter Links BackpackEMRTimmy Global Health Venn Foundation (PRI)

On Episode 11 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Matt Lewis, Vice President, Strategic Initiatives of Greater MSP, on The Tech.MN Podcast to talk all about the assets and liabilities of the great state of Minnesota. Matt shares his story of what led him to Greater MSP. After starting off as a journalist in Washington DC he made his way back to Minnesota with an interest in helping separate organizations collaborate. We dive into the workings of Greater MSP including two of their initiatives, Make It MSP and Forge North. The conversation touches on the infamous Amazon Proposal for HQ2 and the job of selling Minnesota beyond nostalgia. We get an inside look into the development of the Forge North Council and what it takes to bring together many different players to benefit the whole.  Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Kevin also asks Matt to name a corporation that is stepping up in the region. Matt gives a shout out to Caroline Karanja of 26 Letters, and CH Robinson.   Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level.   Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterMatt Lewis on TwitterGreater MSP on Twitter Links: Greater MSP Make It MSPForge NorthTwin Cities Amazon HQ2 Proposal

On Episode 10 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN, welcome Josh Fedie, founder of SalesReach, on The Tech.MN Podcast to reminisce about Girbaud jeans and learn what a follow-on round is. Bonus: Josh wrote a jingle for the Tech.MN Podcast and debuts it on air with the help of Kevin and Jac.   Josh shares his journey of building a product from the baby steps of getting validation, to putting together a team, and raising money. We talk about the stress of being a founder and Josh's experience growing up in an entrepreneurial household. He shares (almost) all his secrets to selling with us and gets candid about the key to success in selling.   We explore Josh's strategy for for content and his podcast, The Founder's Mentality, and dive into the themes that have begun to arise from it including failure, the growth mindset, and dealing in stressful environments.    Josh shares what he likes about the Minnesota tech and startup ecosystem, as well as what sucks. Get ready to take some notes!   Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Josh gives a shout out to Clarence Bethea, founder of Upsie.    Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit Redpath’s website and find out how you can get your business to the next level.   Socials Tech.MN on Twitter Kevin McArdle on Twitter Jac Stark on Twitter Josh Fedie on LinkedIn Links: SalesReach - Josh’s company focusing on true sales enablement. Studio Americana - We give a shoutout to Studio Americana, where we record all of the Tech.MN podcasts The Founder's Mentality - Josh’s podcast featuring interviews with startup founders. We chat about themes and call out a recent episode with Shalya Christine. Invision - Josh mentions Invision, a prototyping tool. Find it here. 

On Episode 9 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Brianna McCullough, founder of BriLimitless and Network Systems Engineer at Target, on The Tech.MN Podcast to talk about how following her heart led her to Minnesota and the things that kept her here.  Bri  walks us through getting a computer science degree and then teaching herself how to code. We dive into Bri's journey into becoming a speaker and an advocate for technology and diversity and inclusion (D&I). We get real about how the Minnesota ecosystem is doing and what we can do better. Bri shares the story of brilimitless and living a fearless and transparent life.  We chat about the upcoming event for Graveti, a community focused on building businesses, creating wealth and developing the Tech ecosystem for people of color in the Twin Cities, of which Bri is the events and programs director. The Graveti summit will take place on Saturday, November 2nd. Check it out here! Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Bri gives a shout out to Sam Ndely, consultant at MEDA and Co-founder at Graveti. She also shouts out Yolanda Smith (Lead at Target and speaker) and Steve Buchanan (Microsoft MVP). Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level.   Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterBri McCullough on TwitterGraveti on Twitter Links: BriLimitless - Bri’s personal website and blogArlan Hamilton - We gush over Arlan and chat about her appearance at last year’s Graveti SummitGraveti Summit - Happening in Minneapolis on November 2nd, Get your tickets now! Techquity - Bri Shouts out Techquity - a profession platform for African Americans in technology  

On Episode 8 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Scott Burns, founder of Structural, on The Tech.MN Podcast to talk about ghosting and how more is not always better.  Scott talks about how he came exited his first company, GovDelivery (Now Granicus), not once, but twice. He makes a solid case for St. Paul as a tech hub and how he is contributing to its success with the purchase and launch of Osborne 370.  We chat about his latest venture, Structural, and the benefits of making more focused connections within a company. Conversation gets real when Kevin asks the question, “What does the #MNTech community suck at?” Scott follows it up by getting sentimental about finding balance as a dad and an entrepreneur. Hype TimeEvery episode we ask our guest to name drop someone doing cool things in the tech community. Scott gives a shout out to American Public Media for investing in entrepreneurship in all industries. Sponsor:Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level.   Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterScott Burns on TwitterStructural on TwitterOsborne 370 on Twitter   Links: Structural - Scott’s latest company - The all-in-one people directory. Osborne 370 - Scott’s building serving as an innovation hub in downtown St. PaulGranicus - Formerly GovDelivery, Scott’s first company. High Alpha - Scott and Kevin talk about High Alpha, a venture studio out of Indiana.

On Episode 7 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Thompson Aderinkomi, founder of Nice Healthcare, on The Tech.MN Podcast to talk about his collection of mistakes and where they've landed him. Bonus: He throws out an Aragron reference for the LOTR fans out there. Thompson takes us on his journey through starting new companies and what he's learned including market timing, value propositions, and market segments. His story is the healthcare version of an action feature film complete with many quotable moments. As Thompson shares his timeline with us it becomes more and more clear that his story is just beginning with the launch of Nice Healthcare from a stronger position. We chat about his obsession with company culture, the support of the MN tech and startup community, and where the name 'Nice Healthcare' comes from. Hype TimeEvery episode we ask our guest to name drop someone doing cool things in the tech community. Thompson gives a shout out to Zack Steven of Cloudburst SBC. Sponsor:Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit RedPath’s Website and find out how you can get your business to the next level.   Socials Tech.MN on TwitterKevin McArdle on TwitterJac Stark on TwitterThompson Aderinkomi on TwitterNice Healthcare on Twitter   Links: Nice Healthcare – Thompson’s most recent startupIndie.VC Indie.vc is a 12 month program designed to fund and support founders on a path to profitability. Relate - Check out Thompson’s personal coaching startupMill City Laser – Shoutout to Thompson’s wife, Hannah’s, startup.

On Episode 6 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Deepinder Signh on The Tech.MN Podcast to talk about space heaters under your desk in the dead of summer, lego masters, and the number three reason employees quit.   Deep shares the story of why 75F was started, the early days, and where the company is going after a raising $18M. A lot of impressive analogies are presented to explain the genius that is 75F.  We discuss how the humbling experience of becoming the CEO of a startup venture for the first time vs. being ‘the tech guy.’ We also dive into the concept of comfort as a value proposition.    As Deep takes us through the journey that has been 75F he shares his experiences with finding advisors, investors, PR brought on by startup competitions, and the woes of fundraising. The conversation caps off with 75F’s latest news and why they chose Minnesota.   Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Deep gives a shout out to power couple Mary and Steve Grove. Mary is a Partner on Rise of the Rest. Steve is the Commissioner of MN DEED. Together they founded Silicon Valley North Stars.   Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders. Visit Redpath’s website and find out how you can get your business to the next level.   Socials Tech.MN on Twitter Kevin McArdle on Twitter Jac Stark on Twitter 75F on Twitter Deepinder Singh on Twitter   Links: 75F - Learn more about 75F here.  Tech.MN Article - 75F Raises $18M Led by Breakthrough Energy Ventures and Oil & Gas Climate Initiative Angel Tax Credit - Deep talks us through how they took advantage of the Angel Tax Credit.

On Episode 5 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Casey Schultz and Reed Robinson on The Tech.MN Podcast to talk about the importance of Zoom skills and also the most anticipated #MNtech event of the year.    We get into the history of BETA and the birth and evolution of Twin Cities Startup Week. Casey shares what to expect for this year’s celebration including new community hubs in downtown Minneapolis and St. Paul and centralized event tracks.    We get into why Twin Cities Startup Week exists, how partnerships are expanding between the community and local corporations, and some of the cool events to check out during the week. We discuss the direction of Twin Cities Startup Week in the future. The phrase ‘A South by Southwest with Substance’ may or may not have been thrown around. Listen to find out!   Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Casey gives a shout out to Caroline Karanja of 26 Letters and Hack the Gap and Reed hypes Clarence Bethea of Upsie.    Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders.  Visit www.RedpathCPAs.com and find out how you can get your business to the next level.   Socials Tech.MN on Twitter Kevin McArdle on Twitter Jac Stark on Twitter Twin Cities Startup Week on Twitter BETA on Twitter Casey Shultz on Twitter Reed Robinson on Twitter   Links: Twin Cities Startup Week - Learn more and find the schedule for Twin Cities Startup Week

On Episode 4, Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN, welcome Neela Mollgaard, Executive Director of Launch MN, to The Tech.MN Podcast hotseat to chat about Launch MN and connecting Minnesota’s Innovation Ecosystem.  We discuss the mission of Launch MN is to help innovation take off in Minnesota, bringing people together to affect change, her experience with Redwing Ignite and reaching outside of our bubble to make our community better (#wearestrongertogether).  Neela explains Launch MN’s goal to provide opportunity, access, and exposure to companies and ecosystem builders, gives a tentative timeline of what is to come, and chats about some possible grants that they are considering. Launch MN will debut their website on October 1, 2019.  Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Neela gives a shout out to three entrepreneurs: Susan Langer of Live, Give, Save  Beth Fynbo of Busy Baby Michael Lopez of Halo Ramp  Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders.  Visit www.RedpathCPAs.com and find out how you can get your business to the next level.  Socials Tech.MN on Twitter Kevin McArdle on Twitter Jac Stark on Twitter Neela Mollgaard on Twitter Launch MN on Twitter Links: Redwing Ignite - Neela discusses the lessons she learned as executive director of Redwing Ignite.

On Episode 3 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Sangam Napit, UX researcher at US Bank, on The Tech.MN Podcast to talk about thinking #sangamstyle.   We discuss the single question Sangam gets paid to answer as a UX Researcher at U.S.Bank, being a mentor at Gener8tor, and the balance of fear of failure and continually growing as a person and professional.   Sangam shares the story of writing his book (that’s right, our first published author!), The Experience Manifesto, and the alternative to the passion theory in looking for opportunities, embracing failure, and capitalizing on experiences.   Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Sangam gives a shout out to Ryan Broshar of Matchstick Ventures. They just announced some big news. Find it on Tech.MN here: tech.mn/v08ty   Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders.  Visit www.RedpathCPAs.com and find out how you can get your business to the next level.   Socials Tech.MN on Twitter: https://twitter.com/TECHdotMN Kevin McArdle on Twitter: https://twitter.com/Kevin_McArdle Jac Stark on Twitter: https://twitter.com/minneapplejac   Links: Sangam’s Website |  https://sangamnapit.com/ Gener8tor | We discuss Mentorship at gener8tor - https://www.gener8tor.com/ Zero to One | Book that Sangam References - https://amzn.to/2n8l7oY 100 Days without Fear (Michelle Poler) | One of the people Sangam interviewed for his book - http://100dayswithoutfear.com/ The Experience Manifesto | Find Sangam’s Book here and leave a review - https://amzn.to/2lzcq6U

On Episode 1 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Casey Allen on The Tech.MN Podcast to answer the question we’ve all been wondering – How does he make money?    We got more than we bargained for. For us, it is fitting to have Casey on the inaugural episode of The Tech.MN Podcast because when it comes to starting things up he is the OG. Casey dishes on his role in investing in and advising (very) early-stage startups, embracing failure in the midwest, launching an angel investor bootcamp, and even gets personal about the birth of his daughter.    We dive into why Minnesota needs to celebrate what we are good at (Hint: It’s enterprise tech)  and the emergence of Casey’s Enterprise Rising Conference.    *Bonus* Casey discloses his fantasy dream list for a Techstars program. Any guesses?   Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Casey gives a shout out to Thompson Aderinkomi of Nice Healthcare. *Spoiler Alert* we’ve got Thompson on the podcast this season.    Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders.  Visit www.RedpathCPAs.com and find out how you can get your business to the next level.   Socials Tech.MN on Twitter: https://twitter.com/TECHdotMN Kevin McArdle on Twitter: https://twitter.com/Kevin_McArdle Jac Stark on Twitter: https://twitter.com/minneapplejac Casey Allen on Twitter: https://twitter.com/casey__allen?lang=en   Links: Mpls on Deck - Casey is no stranger to recording a podcast. Binge his own podcast (currently on hiatus).   Enterprise Rising - Casey’s annual conference. The place to be for enterprise SaaS startups. All startups. All enterprise. All tech. All Midwest. SEED MN - A bootcamp for angel investors. Very cool. Very exclusive.   Techstars - We talk about how accelerators like Techstars are a magnet for outside investors and startups. Branch - Casey spotlights Branch as one of the fastest growing startups in Minnesota.

On Episode 2 Kevin McArdle, owner of SureSwift Capital and Jac Stark, community manager of Tech.MN welcome Amanda Heyman on The Tech.MN Podcast to talk spreadsheets, and other startup things.    We discuss the holistic experience that is Lunar Startups, Lunar Services, and Lunar Everywhere and dive into how they support women and people of color in startups. Amanda shares her story of starting the world’s first live fantasy soccer platform, burnout, and balancing her time as a founder, community builder, lawyer, and parent (#protecttheasset).   We preview Lunar Startups Undemo Day coming up on Monday, September 30th at Palace Theater. Get your tickets here: https://dojour.us/e/11993-lunar-startups-cohort-1-undemo-day   Hype Time Every episode we ask our guest to name drop someone doing cool things in the tech community. Amanda gives a shout out to Dario Otero of Youth Lens 360.  Dario are you listening? We want to interview on the podcast!   Sponsor: Thank you to Redpath and Company CPAs. Redpath and Company is geared to best serve established or growing privately-held tech companies and their stakeholders.  Visit www.RedpathCPAs.com and find out how you can get your business to the next level.   Socials Tech.MN on Twitter: https://twitter.com/TECHdotMN Kevin McArdle on Twitter: https://twitter.com/Kevin_McArdle Jac Stark on Twitter: https://twitter.com/minneapplejac Amanda Heyman on Twitter: https://twitter.com/AmandaHeyman Lunar Startups on Twitter: https://twitter.com/LunarStartups   Links: Osborne 370 | We chat about Osborne 370 as a new hub for MN Startups - https://osborn370.com/ Lunar Startups | Amanda is the Director of Lunar Services at Lunar Startups - https://www.lunarstartups.org/ Lunar Startups Professional Network | If interested in joining this network reach out here -  https://www.lunarstartups.org/contact Take 12 | One of the startups presenting at Undemo Day - https://mytake12.com/ 26 Letters | Another startup presenting at Undemo Day - http://www.26letters.co/

Key Points Orin Wilson, Co-Founder of My Practice Advisor & Partner & Director of Firm Development for Jacob’s and Company CPAs, in conversation with Ekwa Marketing CEO, Naren Arulrajah Introduction Background The way accountants think Making the change Adding value to your life and business Automating for the better Final thoughts   Contact Orin Wilson: […] The post How accountants can transform the way they think, act and run their businesses featuring Orin Wilson appeared first on Growing Accountant.

In this episode of Financial Freedom ER, Tom and Tim welcome Mike Pine, CPA, founder and managing member of Pine & Company CPAs, whose financial and tax planning knowledge paired with his background as a member of a medical family gives him incredible insight into the financial challenges faced by those in the medical profession.