Podcasts about CPA

Welcome to the Wholesale Hotline Podcast (Subto Edition), where Pace breaks down creative finance strategies like subject-to, seller finance, and novations in plain English. Today's episode is part of our Throwback Series where we re-air some of our most popular shows. This episode originally aired on 08/30/2024. Show notes -- in this episode we'll cover: Learn how to buy properties without cash, credit, or credentials—no gatekeeping. Deep dives into real deals, seller conversations, and deal structuring from A to Z. Tactical advice for scaling a portfolio with little to no risk using powerful creative tools. Community-driven, high-value episodes that help you solve problems most investors run from.   ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ ☎️ Welcome to Wholesale Hotline & Subto Breakout✌️✌️! ☎️ Need discounts and free trials!? Check this out for the softwares/websites/contracts/scripts/etc we use in our business: ✌️ https://shor.by/pace-youtube ✌️ ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

Most business owners set up an LLC and think they're done—but the wrong tax structure could be draining $15,000 to $30,000 a year from your profits. In this episode, Tiffany Phillips explains how sole proprietorships, S-Corps, and C-Corps really work, and how each impacts your taxes. You'll learn how to legally pay less, avoid self-employment tax traps, and make smarter business structure decisions that protect both your assets and your wallet. If you've ever been confused about LLCs versus S-Corporations, or why your CPA hasn't mentioned changing your election, this episode will make it crystal clear.   Next Steps:

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Chris Marshall break down some of the most important warning signs dentists should watch out for when evaluating a dental practice for purchase. Drawing from real client cases and common deal-flow patterns, they discuss the financial, operational, and clinical red flags that often hide beneath the surface of seemingly attractive listings.Listeners will learn how to interpret declining numbers, inconsistent hygiene schedules, sudden production increases, PPO manipulations, risky seller behaviors, and gaps in patient flow. By the end of the episode, you'll understand how to look past broker language and identify the true health or weakness of a prospective practice.Key Takeaways1. Declining Production or Collections Are a Major Red FlagIf collections or production drop year-over-year even slightly it signals deeper issues.This could mean a declining patient base, ineffective ownership, poor systems, lack of demand, or mismanagement.2. Hygiene Department Instability Signals Deeper ProblemsLarge swings in hygiene revenueInconsistent recall schedulesDeclining hygiene visitsThese typically indicate poor systems, weak re-care, or a lack of organization affecting long-term revenue.3. Sudden, Unexplained Production Increases Are Often ArtificialA seller spiking numbers in the year before the sale is a common tactic. Examples include:Over-treatmentRunning unnecessary proceduresPre-billing treatment A buyer should be cautious: inflated numbers ≠ sustainable revenue.4. PPO / Insurance Manipulation Is a Growing ConcernPractices sometimes:Drop PPOs before sellingSwitch PPO participationAdjust fee schedules to appear more profitable Understanding the insurance environment is essential to projecting true cash flow.5. Seller Behavior Tells You Almost EverythingPay attention if the seller:Wants to leave immediatelyAvoids answering questionsHas incomplete recordsShows disorganized systems These behaviors often align with financial or operational decline.

Today we're joined by Sean Mullaney, an author and CPA who presented at this year's Bogleheads conference. We dive into smart ways to manage your taxes in retirement and explore the strategies that can make a meaningful difference over the long run. Sean walks us through when Roth conversions shine, when they don't, and how tax, retirement, and estate planning all fit together. If you want to feel more prepared for the financial side of retirement, this is an episode you won't want to miss. The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Dr. Dahle and The White Coat Investor podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Median American wealth statistic source: https://www.ubs.com/us/en/wealth-management/insights/global-wealth-report.html  Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that's where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you're still in residency. And if you're already out of residency, SoFi's got you covered there too. For more information, go to https://www.whitecoatinvestor.com/Sofi SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 WCI Podcast #446 04:25 Sean Mullaney, CPA Interview 06:00 5 Phases of Retirement 09:40 Early Retirement 16:00 The Golden Years of Retirement 23:38 IRMA 26:51 Taking Social Security 31:33 Qualified Charitable Distributions 37:22 Required Minimum Distributions 42:27 Widow Tax Trap 47:14 RMDs Are Not Bad 50:05 Roth vs. Traditional 55:03 Buy, Borrow, & Die 01:00:06 Tax Planning To and Through Early Retirement

This week, Sarah and Annette sit down with CPA and tax strategist Amanda Hahn to break down the major tax updates hosts need to know heading into 2025.From the newly passed “One Big Beautiful Bill” to evolving depreciation rules, Amanda explains what's changed, what's stayed the same, and how short-term rental owners can use these updates to maximize savings and make smarter financial decisions.She also shares why bookkeeping is the “bad B word” no host can ignore, the truth about the short-term rental loophole (and why it's not actually shady), and how to identify a CPA who truly understands the STR world.If you've ever felt intimidated by tax talk, this conversation will help you feel empowered, informed, and ready to approach 2026 with confidence.In this episode, you'll learn:What the One Big Beautiful Bill means for STR investorsHow to qualify for the short-term rental “loophole” (and why that term can be misleading)Updates to bonus depreciation and cost segregationWhat “material participation” actually looks like in practiceHow to structure your bookkeeping and track expenses property-by-propertyTips for hiring your kids, using sub-accounts, and working with the right CPAThe growing role of AI in accounting and what not to trust it withResources mentioned:Amanda Hahn, Keystone CPARelay Financial: Business banking we use at Thanks for VisitingMentioned in this episode: Avalara | Book a demo to save $100Minoan | Visit MinoanExperience.com and tell them TFV sent you!

When it comes to scaling smarter, not scattered, there are three mistakes owners make that hurt efficiency, profitability, and leadership. Kiera talks about how Dental A-Team helps practices simplify methods so that success is humming across all locations. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I hope you are having such an amazing day. Today is podcasting day and I actually did a little reel for you guys to come and enjoy getting ready for me on podcasting day. My husband and I, we did this funny thing when I got like amped myself up and we're like, I love my life. I love my job. I love podcasting. And I don't know if you guys have seen that little girl.   who does that where she gets so excited about life and it's like, I love my bed, I love my hot tub, I love my view. And truly I love all of you. And I'm just super excited to be here with you podcasting, to be talking about great things in dentistry. And today I think that this one's going out to our multi-practice owners. And these are three costly gaps that I've noticed within multi-practice ownership that really try to highlight some of the gaps because at the end of the day, the podcast was created   to help all dentists elevate, to help all of us rise, to positively impact the world of dentistry in the greatest way possible. And that's what we're about. That's what our mission is. That's what I'm about. And so today going out to those multi-practice owners, or for those of you thinking about multi-practice ownership and do you want to do this? do you want to like, what are some of these gaps that maybe could also impact solo practice owners? So at Dental A Team, do work with solo practice owners, multi-practice owners. We work with...   like from basically one million, you know, you're maybe at that 650, one million range, all the way up to that 10, 15, $20 million range as well for practices. And there is a no one size fits all in Dental A Team I'm very, very, very, very big on who we hire and who the people are within our company. And with our clients that this is your life. This is your dream. There is no ultimate destination that we're trying to get all of our practices to. There is no final   You've got to hit this in order to be excellent within Dental A Team. is what is your life? We have some owners that are working at two or three days a week. We have some owners that are working six days a week. We have some that want multi-practice ownership. have others that want solo practice ownership. We have some that are solo practitioners doing 4 million in one location of about six to seven operatories. We have others that are in multi-locations doing 2 million. So really there is a no one size fits all. It's more what do you want to be? And we call this the yes model. So where do you   personally and professionally want to be. stands for earnings to make sure you're profitable and S stands for systems and teams to support that. So really making sure that way you can say yes to your life, yes to the things you want in life. That's what we're about. So with that, like when you look at multi-practice ownership, it does not necessarily mean adding more profit. I've talked to several multi-practice owners that are actually making less money in multi-practice ownership than they are.   prior to expanding to multi locations. Think about it. You've got one location that's doing really well, the other one's not doing so well, well, your good one has to then support your not so cash flowing one. So sometimes it actually can be a lot more costly for you. And so for you to just realize that some of the ways that we can do this will actually impact solo practitioners. ⁓ And so the three things that we're gonna work on today are like,   things that hurt efficiency, they hurt profitability and they hurt leadership. So when we look at this, doing a deep dive on that, that's really what I want you to look at of like how you can scale smarter and not scattered because really with multi-practice ownership, I remember the day we opened our second location. Our first practice was doing, it was 500,000 to 2.4 million in nine months. And then we opened our second location and you better believe that it was like just adding more fuel to this already burning chaos fire. I think that's really, really clear. And I hope you heard that it was adding more fuel.   to the chaos fire, not to the profitable fire, but to the chaos fire. ⁓ And that was really, really, really struggling. ⁓ It was hard on me. It was hard on our practice. It was hard on the team. I was not showing up as a great manager. I was not showing up as a great ⁓ leader. I was not showing up as a great partner. ⁓ I was not showing up great in my marriage. It was like literally just trying to swim through and feel like I was trying to survive rather than doing it smart. And so that's something really big that we've been wanting to do for all of you is   to give you this smarter way. Dental A Team was really here for you. It was built by people who are just like you, who have been in your shoes, they don't just understand you, but have actually been in your shoes, who's walked the walk, talked the talk, and we've done it very successfully. So I love to help offices. Hopefully we're helping you. ⁓ And if you love this podcast, please be sure to like it, start, share it, because that's how we're able to help and influence more people. number one, the biggest number one miss is no centralized operations. So that means ⁓ we don't...   we don't have a central plan and instead our practices are individual islands. This was very much my practices. We had our one and it was doing certain things and we had our second one and it was not doing certain things. And so going from each practice felt like I was going to multiple different locations, multi different pieces and that really gets hard. And so we have inconsistent systems which means we have unpredictable outcomes. And then on that, like we did not have a set way that we'd schedule. So we'd schedule one way at our first location another way at our second location.   Our billing was not the same. The way we were insurance verifying, our fee schedules weren't even the same because we were in two different cities. And so we had different fee schedules. ⁓ Reporting was not the same. We did not have leaders in both practices. We did not have SOPs that could scale. Like truly our operations manual was not done and we just thought buy another practice and let's go through this. Rather than having a set standard, and this is something I'm really big on when people want to go to multi-practice ownership or they're already in multi-practice ownership. This is really where we start. There's a practice that we're working with and   I think about them, were, the solo doctor was running around to every single location, trying to out-produce the problems instead of fixing the problems at the base level. And that's going to be through this of like centralized systems and getting systems in place and like having our scheduling and our billing and our cashflow consistent and looking at each of the individual practices ⁓ to make sure that they are centralized. And so when we work with multi-locations,   What we do is we actually simplify it down. So you don't necessarily have to have centralized billing or scheduling like right away. Once you get to that four or five, usually it's very recommended to have centralized billing or I've got some practices that are multi like it's one location, but they have about 15 to 17 operatories. Well, that does count in my opinion as multi ops, multi practices, cause a lot of times multi practices are like five ops or more. So you think about a 15 op practice that's like three practices, but just under one roof.   So even in this larger practice, I often recommend we start to centralizing. So we have a set standard of how we're doing billing. We have different reporting metrics. You've got to have the KPIs. We've got to have the set system. So what we started to do is we standardized the operatories. So all ops are the same. We standardized how we're scheduling. We're all in the same softwares. We have an SOP. So we've got our front office, our back office teams, and we do the exact same way. So how we're doing it. We had both practices auditing each other so that we standards were not getting missed and it wasn't.   Well, this practice does it this way and this one does it this way. No, we're trying to make these standardized. that way, again, it's not so that way we can't have our own flare and variety at the different locations, but it's so that way when practices show up and doctors show up, we're actually able to be efficient and effective because we're able to have it be the same. It's like, could you imagine ⁓ if your practices were like everybody's varying different houses? So the way I put my silverware in my house might be very different than where you put your silverware in your house.   So just imagine we've got five different houses, how much easier it would be if we all walk in and we all agree that silverware goes to the right of the dishwasher. Well, now, no matter where the dishwasher is placed in a house, we know silverware will always be to the right of the dishwasher. Just like when we walk into an operatory, we always know that the ⁓ disposable, so our gauze, our cotton, is always to the right of X. It all practices. So as much as we can get them similar, so that way it's just more efficient, it's more streamlined, everything is working together rather than against each other.   but truly getting centralized operations in multi-operatories or multi-locations is going to be one of the biggest ways to cut costs, to save time, and to make it more efficient for a better patient care all the way around the board. So really look at your practice and see, do we have inconsistent systems? Are we doing things differently? Do we have different flares and flavors? Do we have like five different houses within our multi-practice ownership? And what could we do to unify it across all of the practices this quarter? And usually when I'm starting with an office,   I'm going to look for the scheduling because that's usually the fastest. Then the operatories will be my next piece that I'm going to go for. And then after that, we're going to go into our billing tactics and making sure that goes into it, which leads me right into point number two. And this is gap number two and it's profit per location is not being tracked. A lot of times when people get multipractices, what they do is they just keep it all under one tax ID number. I understand your reasoning. I did that when I started my multiple businesses. It actually gets really hairy scary. And so ⁓   Yes, like let's untangle this. I'm not a CPA. My job is not to be giving you financial advice. My job is just to help you as a consultant. We pair really well with CPAs. And so miss number two is when we don't have profit being tracked per location, but overall as total revenue, but not knowing which practice is profitable and which practice is struggling. That's a really, really, really big miss as a practice. So helping you just understand that you've got to a hundred percent.   make sure we're looking at the profitability and breaking it apart. So each practice has its own tax ID number. Yes, this is annoying. Yes, you have to fix the billing pieces for it, but each practice needs to be treated like its own individual business unit. within the bigger whole. So it's like we have the same standards, we have the same operatory setup, we have the same softwares, we have the same billing tactics, but what we have is we make sure each practice is profitable.   So we know how much are we paying for all the fixed versus variable costs and we're tracking those within each location. When team members travel between each location, they're actually paid out of two separate entities. So they could be technically putting in more than 40 hours, but if they're only putting 20 hours here and 30 hours here, technically that's not over time. It's like working two different jobs. Now you have to be careful with that to make sure that those employees are not overworked.   But making sure that like when I've got team members going to multi locations, I am tracking it per location. I am tracking it per practice. When I've got regional managers separating out that regional manager salary amongst all the locations to make sure is this practical profitable? And if not, what are the underperformers? What are the root causes? How can I get this profitable? Can we do block scheduling in there? Can I work on my costs? I've got two practices right now and their rent is much higher in one location. Well, if I've got higher rent over there and higher costs,   I have to produce more in that practice than I do. So I can't have the exact same block scheduling in both locations. I can still block schedule similarly, but I have to make sure that I'm hitting my correct overhead percentages and that each practice is profitable. We have separate credit cards for each location. So we're ordering on those separate credit cards. So it is per location. We have different bank accounts for each location. So the money's coming in so we can see what it is. And what's crazy is when offices actually do this, what they find is   they're actually able to quickly identify what the root causes of that practice. They're able to bring it up to par. like one practice, they're losing money due to not having hygiene reappointments in there. So like the hygiene team is not as profitable as they should be. So we laser focus in on that. We fix the systems across the board, but we laser focus on the practice that's struggling. And we're actually able to boost them by 400,000 per year just by fixing that one small problem, because we're not looking at the organization as a whole. Yes, you do need to look at the organization as a whole.   but you do need to like scope it down to how each practice is performing. And this should be weekly, monthly, quarterly to then assess how we're doing. ⁓ When people get into multi level DSOs, you better believe they're looking at their top performers and their lower performance. And a lot of times they cut those lower performing offices out because that's hurting their overall profitability of the business. So many offices have really high producing practices and they're dumping it to go save the other ones. Just like thinking about a real estate portfolio.   they're looking and rebalancing those portfolios, but for you to rebalance it is to make sure you're tracking the profit per location and we're fixing the issues at the base root problem. ⁓ And so really what it should be is you should A, make sure you're running them individually, B, do a P &L by location and let's figure out where our gaps are within the finances to see how can I make each location profitable and set that as the target as the goal for your regional, for your office managers.   This is the goal per location. I work with an office and we have six locations that we go to quarterly. And we are looking at their scorecards every single week, every single practice. And then we look collectively at the whole to make sure organization as a whole is profitable. Yes, when we started new and of course we're going to be dumping money into it. But the goal is for that new practice to be profitable. Six months to one year max is when they need to start breaking profit. And so when teams know this, when office managers know this, what happens is the whole   portfolio actually does better and the businesses are running much more effectively, efficiently with better patient care, better team awareness all around. So that's miss number two, ⁓ gap number two. Miss number three is not having consistent accountability. So when you have it, oftentimes it's just this chaos. Like I said, like we're adding more fuel to a chaos burning fire. And so ⁓ when we have that there's no roles, there's no structured check-ins, there's...   It just feels like hope and pray. And then we're trying to like get the profitability margins. We're trying to do all those pieces. So we've got to have cadences in there of weekly calls, having weekly scorecards and quarterly reviews. ⁓ And so when you have leaders at each location, what they do is they, get all office managers together on a weekly call. They look at the scorecards for their practices. They look cross company so they can look at all the other offices. So if I'm struggling with a profitability, but this office over here is doing really well.   office managers sync up, let's have you two work together, let's have you see what you're doing differently. That way everybody's able to be profitable. So that really helps. And then you empower all the leaders to own their KPIs and report back. So they're owning their teams, they're owning their departments, they're owning the profitability of their practice. And then this way we're able to have metrics that are the same across all locations. So having a set scorecard that's used, when we do it within our company, we have practice A, practice B, practice C.   Right now I've got an office I'm thinking of and practice A is super profitable and practice B is not. And they're just looking at it collectively as a whole versus saying, my gosh, we've got to get like practice B profitable. Practice B is not producing and it's not collecting what it should be. A lot of times also that profitability margin is hurting because we're not collecting. And so one practice is very much collecting, paying for the other practice, but it's just due to broken systems and not having that O-M responsible. And it's because we're spread across trying to be   ⁓ efficient, which is true, but we have to have individualized centralized accountability frameworks in each location. So it reports up. People know who's ultimately responsible for that practice for the different pieces, rather than it being we're all responsible for everything. That means nothing is actually truly being tracked. So ⁓ when we've implemented these scorecards across practices, usually what you start to see is you see an increase in profitability, an increase in collections, an increase in case acceptance, because everybody's looking   Like we're looking side to side, it's like Sudoku. I'm looking to see how am I comparing with my other practices and how can I get the support where I'm struggling? And then you also start to create cohesiveness as a unity. You start to create cross collaboration. And this is a huge, huge, huge mess in multi-practice ownership and even in bigger practices. So when you look at this and you have that weekly reporting rhythm, you have this weekly accountability, and then you start to empower your leaders to meet with their team members once a month.   and then have quarterly cadences where we're looking to see how we're doing, you start to see teams rise up. Because now it's like, great, we know what the scoreboard is. We know what we're aiming for. know everybody knows what they're accountable for. There's no more of this confusion of what should we be doing or should my practice do this, but your practice doesn't. You try to get them as standardized as possible. And what I will tell you is working with multiple multi-practice owners, this is not a dream. This is a reality that you should be striving for and that you can do. I love to work with Mac.   multi-practice owners because I love to take the chaos and turn it into simplicity. I love to help you see which like it's like a ball of yarn and you're like, my gosh, like pull this string or pull this string or pull that string. And like, we don't know how to untangle what we've created. And so doing these three misses of not having centralized operations. So making sure we're centralized across the board, making sure each practice is profitable and then having accountability across the board. When you streamline those across all your locations,   instantly things get better. Scaling is not great when it's chaos. Scaling is great when it's tightened, when it's predictable, and when it's consistent. That's when it becomes fun. That's when it becomes fun to be multi-practice honored, but it is not fun when it is the chaos. And so when we do this, this is something that I'm obsessed with. This is something I love to help offices. This is where I love to help regional managers figure out how to do this because a lot of times they don't even know. They've never done it before. They've just been a great office manager and doing one baby versus five babies.   We all know as parents and siblings and aunts and uncles, we know that one baby is a lot easier than five babies. However, five babies can actually be easier on certain levels when we have set standards and we have set processes and we have set things in place and we've got rhythms and we've got routines that actually sometimes can be easier than just one because it forces you to actually rise up. It forces you to be better than what you've been. And so with this, just know these are some of the three big gaps that we see in multi-practice ownership or large practice ownership.   These are some of the areas that we really expert help. And hopefully for you to just have a quick like checklist of like, where am I doing on my standardized ops? How am I doing on profitability of each location? And how am I doing on accountability, KPI tracking, scorecard accountability, weekly check-ins, implementing just a few of these things will radically help you. But sometimes it's so hard to lift your head up out of the bubble when you're living in the bubble. And so if you're struggling with that, reach out.   Like let's just have a conversation. Let's see if we're a right fit. If nothing else, we'll give you a lot of gaps, a lot of tools, a lot of tips and help you out. reach out, Hello@TheDentalATeam.com. Go to our website, TheDentalATeam.com and click on the book of call. This is what we do. We create structure for scale, clarity for leaders and profit for every location. Like that is what our obsession is. And so I'd love to help you out. As always, just know dentistry is the greatest place we could ever possibly be in. We are so blessed to be a part of dentistry.   And I just want you to remember like if multi-practice ownership or larger practice ownerships on the horizon, these are things to do. If you're already in the weeds of it, you know, it's a lot harder to actually do than you thought it was. And so reach out. There's no reason to do this alone. The industry is hard as it is. So there's no reason to do this alone. Reach out. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

Biggest Law Firm Bookkeeping Mistake and How to Fix It.

Do you know what taxes are dischargeable in bankruptcy and which are not? Do you owe Trust Fund Tax?  What if you cannot pay it? On this week's episode of the Crushing Debt Podcast, Shawn & George talk to Tax Attorney Alena Miles. Alena has an L.L.M. in taxation, and is a CPA.  She is the founder of Attorney Legal and focuses her practice on federal tax law and international tax matters. She provides services in business tax planning, tax transactions, tax consulting, and tax controversy for a wide range of clients, including businesses, partnerships, corporations, LLCs, private equity funds, single-purpose entities, and individuals. With over 15 years of experience in public accounting, Alena has a strong background in tax compliance, tax planning, and tax dispute resolution. Before becoming an attorney, she worked as a Certified Public Accountant (CPA), assisting clients in industries such as asset management, real estate, McDonald's franchisees, professional services, investment, and construction. Alena has worked at leading Big Four accounting firms like PricewaterhouseCoopers (PwC) and KPMG, where she provided tax services to billion-dollar clients in asset management. As a Tax Manager at KPMG, she managed complex private equity funds and multi-tiered partnership structures, ensuring compliance with complex tax laws and regulations and meeting time-sensitive deadlines. Shawn & George talk to Alena about: Trust Fund Taxes Not Filing Your Tax Return Filing Late Returns Forced Filings by the IRS Negotiations with the IRS The Difference between a Tax Attorney and CPA FIRPTA (Foreign Investment in Real Property Tax Act) Let us know if you enjoy this episode and, if so, please share it with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026 

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Chris Marshall break down some of the most important warning signs dentists should watch out for when evaluating a dental practice for purchase. Drawing from real client cases and common deal-flow patterns, they discuss the financial, operational, and clinical red flags that often hide beneath the surface of seemingly attractive listings.Listeners will learn how to interpret declining numbers, inconsistent hygiene schedules, sudden production increases, PPO manipulations, risky seller behaviors, and gaps in patient flow. By the end of the episode, you'll understand how to look past broker language and identify the true health or weakness of a prospective practice.Key Takeaways1. Declining Production or Collections Are a Major Red FlagIf collections or production drop year-over-year even slightly it signals deeper issues.This could mean a declining patient base, ineffective ownership, poor systems, lack of demand, or mismanagement.2. Hygiene Department Instability Signals Deeper ProblemsLarge swings in hygiene revenueInconsistent recall schedulesDeclining hygiene visitsThese typically indicate poor systems, weak re-care, or a lack of organization affecting long-term revenue.3. Sudden, Unexplained Production Increases Are Often ArtificialA seller spiking numbers in the year before the sale is a common tactic. Examples include:Over-treatmentRunning unnecessary proceduresPre-billing treatment A buyer should be cautious: inflated numbers ≠ sustainable revenue.4. PPO / Insurance Manipulation Is a Growing ConcernPractices sometimes:Drop PPOs before sellingSwitch PPO participationAdjust fee schedules to appear more profitable Understanding the insurance environment is essential to projecting true cash flow.5. Seller Behavior Tells You Almost EverythingPay attention if the seller:Wants to leave immediatelyAvoids answering questionsHas incomplete recordsShows disorganized systems These behaviors often align with financial or operational decline.

STOP Using Multiple Financial Advisors Before You Watch This!Are multiple financial advisors helping or quietly hurting your planIn today's episode Andrew Nida and Moise Piram from Asset Management Group Inc unpack the hidden costs of splitting assets across advisors including surprise capital gains IRMAA surcharges missed Roth conversion windows wash sales and fee creepWe walk through a real case where an $86,000 capital gain from an uncoordinated account triggered higher Medicare premiums derailed tax planning and cost tens of thousands in avoidable dragWhat you will learn• Why diversifying investments is smart but diversifying advisors fragments your strategy• How IRMAA surcharges and the two year lookback can compound one decision• The coordination gap that kills Roth conversions tax loss harvesting and withdrawal sequencing• A simple audit to decide whether consolidation makes sense for youIf you find this helpful like share and subscribe to stay current on financial planning tax planning wealth management and moreFollow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.multiple financial advisors, hidden cost of multiple advisors, IRMAA surcharges, Medicare premiums, Roth conversion timing, capital gains surprise, tax planning for retirees, high net worth investors, everyday millionaires, wealth management podcast, advisor consolidation, fee analysis, wash sale rules, withdrawal sequencing, retirement income planning, Asset Management Group Inc, Andrew Nida, Moise Piram, portfolio coordination, tax efficiency, retirement tax strategies, Medicare Part B costs, Part D surcharges, financial planning mistakes, investment strategy, estate planning coordination, high income professionals, financial podcast

Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginCompounding Pharmacies are under a lot of fire but through advocacy, the future is bright!So, what does it really take to protect, grow, and advocate for compounding pharmacies in today's changing landscape?In this episode, Scotty Sykes, CPA, CFP®, and Austin Murray sit down with Scott Brunner, CEO of the Alliance for Pharmacy Compounding (APC), to unpack the realities of advocacy, access, and opportunity in the compounding space.We cover:- How GLP-1 shortages spotlighted the critical role of compounding pharmacies- The advocacy battles shaping patient access and prescriber freedom- Why cash-pay compounding is helping hybrids survive PBM reimbursement cuts- The rise of telehealth and private equity in personalized medicine- And more!More About Our Guest:Scott Brunner, CAE, is CEO of the Alliance for Pharmacy Compounding. APC is the industry trade association and the voice for pharmacy compounding, representing compounding pharmacists and technicians in both 503A and 503B settings, as well as prescribers, educators, researchers, and suppliers. APC works to preserve patient access to compounded drugs and the essential role of compounded medications in the American healthcare system.Brunner was formerly the senior vice president communications and external relations for the National Community Pharmacists Association and CEO of the Georgia Pharmacy Association. In his 30+year career in association management, he has also led statewide trade associations in Mississippi and Virginia.As you'll hear in his drawl, he is an Alabama native. He earned his BBA at the University of Montevallo and MPS from Auburn University Montgomery. He earned the prestigious Certified Association Executive designation in 1997.Stay connected with Scott and Alliance for Pharmacy Compounding: Scott Brunner LinkedIn APC WebsiteAPC LinkedInAPC FacebookAPC InstagramStay connected with us on social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP® LinkedInMore on this topic:Podcast: The Trusted Pharmacist: Advocacy and Building a Resilient PharmacyPodcast: From Counter to Capitol

At this point, the annual “Plan with Me”-style episode feels like a sacred ritual. In today's show: Thinking through major tax changes, including why I finally ponied up for a CPA and what they'll be doing Estimating and planning with irregular income Identifying new retirement contribution targets Revisiting the slush fund concept for covering lean cash flow months Penciling out a realistic spending plan Sign up for the December 3 D.I.Y. class and see the Wealth Planner System's new features: ⁠https://www.moneywithkatie.myflodesk.com/mwk-2026-planning-party⁠ Subscribe to my weekly newsletter: ⁠⁠⁠https://moneywithkatie.com/newsletter⁠⁠⁠ Get your copy of Rich Girl Nation, one of Barnes & Noble's Best Business Books of 2025:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.moneywithkatie.com/rich-girl-nation⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcripts, show notes, resources, and credits at: ⁠⁠⁠⁠https://www.moneywithkatie.com/the_mwk_show/financially-plan-2026⁠. — Money with Katie's mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if we told you the government owes you money…and you didn't even know it? In this episode, Matt and Luigi sit down with Julio Gonzalez, founder and CEO of Engineered Tax Services, to peel back the curtain on how the tax code can actually become a tool — not a penalty — for entrepreneurs and real‑estate investors.  We talk about the game‑changer "big beautiful bill," why R&D tax credits matter even to non‑tech firms, how cost segregation among real‑estate players is far more than "just depreciation," and why your accountant might be asleep at the wheel.  Julio brings the engineering + tax combo that's usually reserved for the Fortune 500 … but we're showing you how to use it too.

Carolanne and Nik Caron, co-founder of Do What You Love Accounting, a finance consultancy that helps business owners transform their relationship with money through a mix of practical finance and embodied awareness.Through team-led talks, workshops, and financial services, Carolanne brings her 34 years of CPA experience together with her co-founder Nic's somatic practices to create a unique and human-first approach to business finance.Now, Carolanne's journey of blending numbers with nervous system regulation demonstrates how businesses grow stronger when their owners are empowered to hold more - both emotionally and financially.And while navigating rebranding and building the right team, she continues to lead from the belief that every business is as individual as the person running it.Here's where to find more:www.carolannecaroncpa.com www.dowhatyouloveaccounting.com.________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Send us a textMost S Corp owners follow the right steps, but still pay more tax than they should. A business earning over 300K can lose thousands simply by underusing core strategies.In this live case study, Mike Jesowshek, CPA, reviews a seven-figure business with an S Corp structure, a salary in place, and a record year of profit. You will see why this owner paid 30K in taxes and how that number can be reduced.If you feel like your tax plan has stopped working, this breakdown gives you a clear blueprint for moving from basic strategies into advanced tax planning.

Most business owners think their CPA is helping them save money, but what if they're only handling compliance — not strategy? In this episode, Tiffany breaks down the real difference between tax preparation and proactive tax planning, and why that gap could be costing you tens of thousands every year. You'll learn how to tell whether your accountant is helping you grow wealth or just file forms, plus the questions to ask before another tax season passes you by. Tiffany also shares real stories of clients who cut their tax bills by $30,000–$80,000 using strategies most CPAs never mention. If you want to stop reacting at tax time and start keeping more of what you earn, this one's a must-listen.   Next Steps:

Number One Law Firm Owner Bookkeeping Red Flag

On today's episode, we sit down with Sarah Kearney, Executive Director of Blue Zones Project Scottsdale, and Todd LaPorte, CEO of HonorHealth, to explore how Scottsdale is taking bold steps toward becoming a longer-living, more connected, and more vibrant community. Website: bluezonesprojectscottsdale.com    Instagram: bzpscottsdale   BACK STORY With more than 35 years of diverse healthcare experience, Todd LaPorte leads an integrated health system with nine acute-care hospitals, numerous outpatient facilities, a research institute, and various community services impacting social determinants of health and military preparedness. HonorHealth is one of Arizona's largest employers, with a presence throughout much of the growing Phoenix metropolitan area. Since joining HonorHealth in 2001, Todd has held executive roles in which he focused on financial and strategic leadership. He has shaped a system with many access points to provide convenient, high quality care for patients, and with an ability to coordinate care efficiently and effectively. HonorHealth governs with its medical staff one of the country's highest performing ACOs in the country. For most of his twenty years at HonorHealth, Todd served as the CFO. In April 2017, he became the 10th CEO in more than 150 years of its legacy firm history. Before joining HonorHealth, Todd held senior management roles for an international CPA firm that served Arizona healthcare clients, as well as clients in high-tech manufacturing and consumer services. He was also the CFO of a privately held healthcare company that served more than a half million Arizonans. Todd is the current board chair for the Health System Alliance of Arizona, an association of the five largest healthcare systems throughout the State. He is a member of Greater Phoenix Leadership (a CEO advocacy group) and is a board member of Experience Scottsdale (a visitor's bureau). He speaks frequently to Arizona State University MBA classes and community service organizations throughout the Valley of the Sun. Todd was named CFO of the Year by the Arizona chapter of the Financial Executives International in 2012 and was recognized by Becker's Hospital Review as one of the "125 Hospital and Health System CFOs to Know" in 2013. Todd has served as board chair for a chapter of Big Brothers/Big Sisters, the nationally acclaimed Scottsdale Aquatic Club and the Paradise Valley School District's supporting Foundation for Public Education. He holds a bachelor's degree in business from the University of Arizona and an MBA from Arizona State University. His four daughters all swam competitively at four different D-1 schools, so his college sweatshirt collection is quite confusing.     Sarah Kearney leads Blue Zones Project Scottsdale as the Executive Director. Her leadership experience is diverse and rooted in community well-being, service, and forward-thinking optimism. She most recently worked for Experience Scottsdale, whose mission is to enhance the Scottsdale community through tourism. In Sarah's 16+ year tenure at the organization, she held several leadership roles and specialized in worldwide leisure sales, partner development strategy, membership and community engagement, program development, and more. Driven by her passion for the Scottsdale community, Sarah has served, led, and guided several local organizations, leaving a cross-sector imprint. She has served as the Board President for Scottsdale Leadership, the Board President for Community Celebrating Diversity, a Board Member for Scottsdale Sister Cities, the Officer of Membership for Millennials in Travel, and the Vice President of Community Outreach at GiGi's Playhouse Phoenix/Scottsdale. Sarah holds an MBA from the University of Phoenix and a B.A. in Communication from Arizona State University. In her spare time, she enjoys traveling, reading, sports and spending time in the Scottsdale sunshine. She is a proud wife and hockey, dance, and dog mom to her two children and golden retriever.   SUBSCRIBE TO ICONIC HOUR If you enjoyed today's podcast, I'd be so appreciative if you'd take two minutes to subscribe, rate and review ICONIC HOUR. It makes a huge difference for our growth. Thanks so much!   ICONIC LIFE MAGAZINE  Stay in touch with ICONIC LIFE magazine. We invite you to join our digital VIP list and SUBSCRIBE!   JOIN OUR ICONIC COMMUNITY Website: iconiclife.com Instagram: @iconiclifemag Facebook: Iconic Life YouTube: ICONIC LIFE   FOLLOW RENEE DEE Instagram: @iconicreneedee LinkedIn: Renee Dee   Thanks for being a part of our community to Live Beautifully. TAGS: bluezonesprojectsscottsdale, honorhealth, iconichourpodcast, health, wellness, iconiclifemag, iconiclife, livebeautifully  

This episode recorded live at the Becker's 13th Annual CEO + CFO Roundtable features Chris Harrison, CPA, CEO, Quorum Health. He discusses Quorum's growth strategy, the transformative impact of AI on clinical efficiency and rural care delivery, and how technology partnerships are reshaping patient and provider experiences.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder why finding “the right price” never seems to work?Because you're probably looking in the wrong place. This episode explains why your computer can't know your optimum price, why a little courage matters more than a calculator, and how testing real prices with real humans leads to better profit and saner hours.…Link to full shownotes: https://www.businessstrategyforcpas.com/373…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Invertir puede ser una de las herramientas más poderosas para construir riqueza… pero también puede ser una fuente de errores costosos si no se hace con cuidado.En este episodio de Dinero en Spanglish, María V. Colón, CPA y experta en finanzas personales, te guía a través de los errores más comunes que la gente sigue cometiendo al invertir, incluso después de años de experiencia.Hablamos de:Cómo evitar decisiones impulsivas y riesgos innecesariosLa importancia de diversificar correctamenteErrores mentales y emocionales que afectan tus inversionesEstrategias prácticas para tomar decisiones inteligentes y crecer tu patrimonio

Two tales of corruption and deceit from the ancient world.SponsorsRoutable - http://ohmyfraud.promo/routableACFE - http://ohmyfraud.promo/acfeAssembly - http://ohmyfraud.promo/assembly Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Year of the Five Emperors [Wikipedia]Pertinax [Wikipedia]Didius Julianus [Wikipedia]Demosthenes, Against Zenothemis [Scaife Viewer]A MODERN INSTANCE OF ZENOTHEMIS V. DEMON [Michigan Law Review]Bottomry and Dumb-ass Fraud: Demosthenes 32 - Against Zenothemis [Ancient Classics via YouTube]

In this episode of Retire in Texas, Darryl Lyons offers a general year-end reminder list to help listeners stay organized as they review their financial and tax-related items. As the year closes, Darryl walks through several topics that individuals and families may want to revisit with their tax or financial professionals. He breaks the discussion into four broad areas: Considerations such as reviewing pay stubs, retirement distributions, and personal budgeting tools to help ensure your information is accurate. General guidance on contribution deadlines, RMD requirements, Roth conversion considerations, and recent legislative updates. An overview of options like Qualified Charitable Distributions and donor-advised funds that some people use as part of their charitable giving approach. Information on 529 plans, medical account deadlines, the annual gift-tax exclusion, and the new age-related deduction created under recent legislation. Darryl also shares personal observations and real examples that illustrate how these year-end reviews can help individuals stay aware of key requirements. This episode provides general educational information only and is not intended to provide specific investment, tax, or legal advice. Listeners should consult their tax professional, CPA, or financial advisor before making decisions related to their personal situation. If you benefitted from today's episode, feel free to share it with your family and friends!

Whether you're considering a big purchase, making investments, or just want to optimize your finances, this episode is packed with actionable advice to help you take control, plan ahead, and maybe even celebrate tax season like you've just won the Super Bowl.Welcome back to the Empowering Entrepreneurs Podcast! Glenn Harper and Julie Smith explore how proactive tax planning for entrepreneurs makes tax time stress-free—starting now! Instead of letting April 15th become a source of anxiety, they're here to show you how it can just be another day—with the right strategies in place.Glenn and Julie give you practical tips like maximizing your retirement contributions, mastering tax loss harvesting, leveraging donor-advised funds, and making the most of charitable giving. They also touch on new opportunities provided by recent tax legislation and remind you why staying connected with your advisor year-round is key to avoiding last-minute stress.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Moments00:00 "Tax Planning for Smart Savings"05:24 CPA Guidance Starts With Input06:56 Proactive Tax Planning Tips09:29 Julie Smith Overview Here are 3 key takeaways:Start NOW: Waiting until April 15th is too late. Early conversations with your CPA or advisor set you up to leverage every tax benefit available and avoid last-minute stress.Maximize Your Planning: From retirement plan contributions and tax loss harvesting to charitable donation stacking, there are so many proactive moves you can make before year-end.Constant Communication is Key: Keep your advisor in the loop before making big decisions—from buying property to major purchases—so everything is set up for success, not cleanup.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper...

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana's journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax planning versus preparation. In This Episode: 00:00 Introducing Shana The Tax Goddess 02:02 From Astrophysics to Tax Goddess 05:09 The Accidental Brand: Tax Goddess 09:52 Overlooked Tax Deductions for Businesses 15:00 Tax Preparation vs. Tax Planning 22:24 Managing Tax Audits and Offshoring 29:26 The Entrepreneurial Journey & Gratitude 39:37 Closing Thoughts and Resources Key Takeaways: Build a thriving accounting firm by focusing on quality services and proper pricing. Develop a unique brand to distinguish your business and attract ideal clients. Leverage a book as a "calling card" to establish authority and pre-qualify clients. Differentiate between tax preparation and tax planning to clearly define client expectations. Consider offshore teams to manage administrative tasks and support growth efficiently. Featured Quotes: "If your mama, your goddess gets upset, what do you do? You figure it out, right?" — Shauna Wekherlien "In today's day and age, writing a book is effectively a really long calling card." — Shauna Wekherlien "Do what makes you feel in love with life." — Shauna Wekherlien Behind the Story: Shana recounts her personal motivation for entering the tax profession after seeing her mother struggle with tax issues. This led her to challenge traditional firm structures and build her own company, Tax Goddess Business Services PC, in 2004. Her unique brand, "The Tax Goddess," emerged serendipitously during a networking event, demonstrating the power of authenticity in business. She further cemented her authority by writing "The 6% Life," a narrative-driven book designed to educate and attract clients. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Shauna, the Tax Goddess, CPA, MTax, CTC, CTP, CTS, Top 1% The 6% Life is a way for business owners and entrepreneurs to reduce their taxes to pay 6% or less every year by using the same strategies, tactics, and day-to-day financial changes that Shauna cultivated over her last 25 years in becoming a leader in the https://www.amazon.com/Life-Strategies-Successful-Entrepreneurs-Consistently/dp/0996032916   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Year-end tax season doesn't have to catch you off guard. With the latest tax law updates now in effect, there are new windows of opportunity, but also new limitations, especially for high-income earners and business owners. In this episode, Larry Heller, CFP®, CDFA®, sits down with Jonathan Niyazov, CPA, to unpack how the 2025 tax … Read More Read More

I'm 61 with 150k Saved For Retirement, When Can I Retire?!?**Schedule your free virtual consultation

John Moran joins us this week as we unpack how the Andromeda model is reshaping media buying, why creative diversification is no longer optional, and how three rapid rounds of creative iterations dropped CPA from $44 to $25 in just 10 days. We walk you through the exact playbook we used to achieve these results. If you've ever paused an ad because it “spent too much,” or you're still clinging to last-click thinking, John's proven strategy will change how you build campaigns. We break down what's working right now and why creative is the new lever that drives everything else in Meta ads. In This Episode:- Introduction: Meta's creative diversification strategy- Case study: Fixing tracking with first-click & CAPI- Ad performance after creative iterations- How Meta optimizes ad delivery & CPA- Why understanding Meta's attribution model is critical- Results, reflections, and conclusionListen to This Episode on Your Favorite Podcast Channel:Follow and listen on Apple: https://podcasts.apple.com/us/podcast/perpetual-traffic/id1022441491 Follow and listen on Spotify:https://open.spotify.com/show/59lhtIWHw1XXsRmT5HBAuK Subscribe and watch on YouTube: https://www.youtube.com/@perpetual_traffic?sub_confirmation=1We Appreciate Your Support!Visit our website: https://perpetualtraffic.com/ Follow us on X: https://x.com/perpetualtraf Connect with John Moran:LinkedIn: https://www.linkedin.com/in/johnmorangads Connect with Ralph Burns: LinkedIn - https://www.linkedin.com/in/ralphburns Instagram - https://www.instagram.com/ralphhburns/ Hire Tier11 - https://www.tiereleven.com/apply-now Connect with Lauren Petrullo:Instagram - https://www.instagram.com/laurenepetrullo/LinkedIn - https://www.linkedin.com/in/laurenpetrullo Consult Mongoose Media - https://mongoosemedia.us/ Mentioned in this episode:https://www.activecampaign.com/https://www.activecampaign.com/www.AdRoll.com/PThttps://discover.taboola.com/perpetual

Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, Your Wealth® podcast number 556. Joe Momma from Virginia wants to know if his zero percent capital-gains strategy is too good to be true, if he can trust his advisor, and if it's finally time to start converting to Roth. David in Poway is already converting his IRA to Roth, but should they convert his wife Shannon's too? Thomas wonders when in retirement to finally start using the Roth money he's saved, instead of just admiring it. And Lizzy and Billy from Texas want to know if $3.5 million is enough for them to retire in 7 years at ages 62 and 65. Free Financial Resources in This Episode: https://bit.ly/ymyw-556 (full show notes & episode transcript) 2025 Tax Planning Guide - free download Escape These 11 Tax Traps and You'll Save in Retirement - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter   Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings   Chapters: 00:00 - Intro: This Week on the YMYW Podcast 00:46 - Keep 0% Capital Gains or Convert to Roth? Should I Trust My Advisor? (Joe Momma, VA) 12:03 - I'm Converting My IRA to Roth. Should We Convert My Wife's IRA Too? (David & Shannon, Poway, CA) 17:39 - How to Use Roth IRA Money in Retirement (Thomas) 25:34 - Can We Retire at in 7 Years at 62 and 65 on $3.5M? (Lizzy and Billy, TX) 29:33 - Outro: Next Week on the YMYYW Podcast

Secret S-Corp Law Firm Bookkeeping Tip.

Thinking about hiring a marketing agency for your boutique fitness or wellness business? In this episode, Christa Gurka shares exactly what you need to know before you spend a single dollar on paid ads.Christa breaks down the essential marketing metrics and strategies every studio owner should understand — from CPC, CPA, and CAC to lifetime value (LTV) and conversion rates — so you can make informed decisions and avoid wasting money.Whether you run a Pilates studio, yoga studio, or private-pay PT clinic, this episode will help you become confident in your marketing conversations, know what red flags to watch for, and understand how to measure real results from your ad spend.

Selling your practice is probably the biggest financial decision you'll ever make — and once the ink is dry, the hard part begins: where do you invest the proceeds so your future actually works for you? In this episode of The Financial Beast Podcast, host Eric Miller talks with Nathan Shields — ex-practice owner, real-estate investor, and co-founder of the Private Practice Owners Club — about life after a liquidity event. Nathan breaks down what he did well, the mistakes that cost him, and the operational and tax moves every seller should plan before they list. They dig into: Why owning your clinic real estate can change the entire outcome of a saleTax strategies and why you need your CPA and financial advisor in the room earlyDeal terms to avoid (earn-outs, misaligned post-sale roles) and how to sell from a position of powerCashflow vs. appreciation — how Nathan structured investments to replace incomeLessons from private equity, hard-money lending, and 1031 exchangesThe psychological side: how to plan for purpose and productivity after the sale If you're thinking about selling your practice (or want to plan ahead so you don't get blindsided), this episode is essential listening.

In this episode, Brandon sits down with Matt Molaski, one of the driving forces behind MarginEdge, the back-office platform that's redefining how restaurants manage costs, invoices, inventory, and real-time P&Ls.Matt brings the rare combination of being both a tech leader and a former restaurant worker— which means he actually speaks our language: tickets, invoices, chaos, and the grind. We dig into:The origin story of MarginEdge and how solving their own operational frustration led to a platform now used by thousands of restaurants nationwide.Why invoice automation isn't just a time saver — it's a decision-making tool that gives operators visibility within 24 hours instead of 24 days.How real-time food and labor costs shift the entire culture of a restaurant team when everyone has the same truth in front of them.Inventory that doesn't suck — why most restaurants avoid it, and how MarginEdge made it faster, cleaner, and more operator-friendly.Menu analysis and plate costing that actually impacts pricing and profitability.Matt's insights on tech adoption inside independent restaurants, why owners resist new tools, and what finally creates the “ah-ha” moment.The role of platforms like MarginEdge in supporting multi-unit operators, group purchasing, and the broader mission of increasing restaurant margins without sacrificing hospitality.If you've ever looked at end-of-month financials and thought, “Well… I guess we'll try better next month,” this episode is a wake-up call. Matt breaks down how operators can move from reactive to proactive — with data you don't need a CPA or a spreadsheet hobby to interpret.Learn more about MarginEdge: marginedge.comFollow Nashville Restaurant Radio for more conversations with leaders shaping the hospitality community @nashville_restaurant_radio

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In this episode of the Pet Shop Girls podcast, Carly and Sherry break down essential year-end financial strategies for pet business owners. From managing inventory and understanding tax deductions to planning promotions and protecting your margins, this episode is your survival guide for closing out the year strong and stepping into the new one with clarity.Whether you're a seasoned store owner or just getting started, you'll walk away with practical advice to help you clean up your books, cash in on smart decisions, and (finally) clock out for a well-deserved break.

Q4 isn't just about hitting revenue goals. It's about setting yourself up for sustainable success in the new year.   In this episode, Daniela walks you through the seven essential CEO tasks every spa owner needs to complete before December 31. From team performance reviews to financial planning, product pricing strategy to systems audits, this tactical checklist will help you close out the year with clarity and step into the new year with confidence.   What you'll learn during this episode:  • How to conduct strategic team performance reviews in October (and why doing them all at once saves time and money)  • The financial planning conversation you need to have with your CPA before year end • How to audit your product pricing and profitability to protect your margins  • The difference between a growth year and a sustain year (and how to decide which one you need)  • How to build your annual marketing calendar with 18 month vision and quarterly execution • The systems and software review that could save you thousands of dollars  • How to block CEO time in 2026 before your calendar fills up   Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   About Your Host, Daniela Woerner Daniela Woerner is the founder of Addo Aesthetics and creator of the Growth Factor® Framework, a proven system that's helped hundreds of spa owners build profitable, systemized businesses. With nearly 20 years in the aesthetics industry, she transforms overworked aesthetic professionals into confident Spa CEOs through strategy, systems, and soul led support. Daniela is also the host of Spa Marketing Made Easy, a top ranked podcast with over 1 million downloads, where she shares real world strategies to help spa professionals grow with clarity and confidence.

It's the end of the year, and while most business owners are planning holidays, smart entrepreneurs are planning tax savings. In this episode, we talk about how to avoid the costly mistakes that leave most owners overpaying the IRS by tens of thousands. You'll learn the difference between a CPA who files taxes and one who strategically saves you money. We'll cover real tax strategies that help female entrepreneurs take control of their finances, make smarter money decisions, and keep more of what they earn. If your CPA isn't talking about year-end planning, you're leaving cash on the table. This is your wake-up call to fix it before it's too late. Listen now to discover how to finish the year strong — and set up massive tax savings for 2025.   Next Steps:

Every year small business owners act shocked when they owe money at tax time, but why? If you took money out of your business, the IRS wants its share. Today, we break down why you keep getting surprised and the simple system that will save you from the stress: setting up a high-yield savings account and moving money over every month. Even 10% is better than nothing. Whether you transfer a percentage or a set amount, the goal is the same - build a habit of saving so tax season doesn't break you. Stop being blindsided and start taking control of your numbers. -----------------------------   CONTACT ME:

You can be brilliant with numbers and still miss the pattern that's holding you back. In this episode of The Enlightened Executive, financial behaviorist Jacquette Timmons shares the pivotal moment when her longtime CPA asked, "When are you going to stop mortgaging your life?" That one question revealed a blind spot that changed how she approached her business, her money, and her leadership.  We discuss:      Why blind spots form next to your strengths      How success can reinforce outdated habits      The emotional side of financial decisions      One practical step leaders can take to uncover what they can't see on their own  If you've ever wondered whether your leadership habits are still serving you, this episode offers a fresh lens to find out. 

Law Firm Hidden Bookkeeping Dilemma Exposed

When Ron Blue joins us, it's always a masterclass in biblical wisdom. He's co-founder of Kingdom Advisors, a best-selling author, and a trusted mentor to many. Ron has spent decades helping believers apply God's principles to every area of life and business.Today, Ron unpacks what Scripture teaches about partnerships and how faith should shape the way we enter, manage, and exit them.The Broader Meaning of “Partnership”When the Apostle Paul warned believers about being “unequally yoked,” he wasn't speaking only about marriage. As Ron explains, “Paul was talking about partnerships—and there are so many kinds.”From professional firms and small businesses to investment ventures and partnerships, they can take many forms. And while they can be incredibly fruitful, they also carry spiritual and relational risks.Ron pointed out that partnerships often last a long time—sometimes decades. “The CPA firm I founded has been operating as a partnership for 50 years,” he said. “But not all partnerships endure well. Like marriage, many end in conflict.”Principle #1: Protect Your TestimonyRon's first principle is about spiritual integrity. “You have to ask what the partnership will do to your testimony,” he said. “If you're unequally yoked with someone whose values fundamentally differ from yours, you could lose your witness in the process.”He recalled being asked whether a Christian OB-GYN should enter a business partnership with a doctor who supports abortion. “Only you and God can answer that,” he said, “but it's a big question. Your witness is always at stake.”Principle #2: Plan Your Exit Before You Begin“Have your exit strategy in place before you form the partnership,” Ron advises.Just as couples prepare for challenges in marriage, business partners should anticipate potential separation. A clear exit plan protects both parties, ensures fairness, and helps maintain peace when the time comes to move on.“When you have that in place,” Ron said, “you avoid a lot of conflict and preserve your testimony if you're the believer who's leaving.”Principle #3: Preserve the Mission Beyond the RelationshipPerhaps the most powerful insight Ron shared was this: the mission must outlive the partnership.Ron recalled his own experience leading a financial planning firm. “After 23 years, I left—but no one left with me,” he said. “They were committed to the mission. That's what you want to see happen.”A strong exit strategy and shared vision help ensure that the work—and the witness—continue long after any individual departs.The Bottom LineShared faith isn't just good for business—it's essential for a lasting witness. Partnerships grounded in biblical principles reflect God's wisdom and preserve peace amid challenges.As Ron put it, “The most critical thing you want to preserve is your testimony. Everything else flows from that.”On Today's Program, Rob Answers Listener Questions:I'm concerned about vendors and service providers who want my bank account information for automatic withdrawals. I've been paying my lawn service with money orders, but now they require my account number. I told them we'd have to stop doing business because I'm not comfortable giving out that information. Isn't this kind of intrusive? What do you think about vendors wanting access to our accounts?My spouse and I are both 70 and ready to retire. I own 10 rental houses, but managing them has become too much. Once I sell the properties, what should I do with the proceeds? I understand the basics about capital gains and selling real estate, but I don't want the responsibility of managing individual stock investments myself.I've saved about $15,000 for a car, but have kept my current vehicle running as long as possible. It's a 2007 with 235,000 miles and is starting to have more issues. I found a good used car for about $8,500 and am wondering if I should buy it now or keep driving my current one until it dies, even though repairs may be on the horizon.My parents' health is declining, and we're moving them closer to family. Their current home is in an irrevocable trust, but we've found a condo they can buy before selling that house. Can the new condo be added to the same irrevocable trust? And when the old home sells, what happens to the proceeds?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this original What the Dementia episode, we have a special announcement — our 2025 Holiday Giveaway for dementia caregivers and their partners. Good luck!MENTIONED IN EPISODE | 2025 Holiday Giveaway | ⁠https://letsbambu.link/giveaway2025 Holiday Gift Guide | https://www.letsbambu.com/m/2025-holiday-gift-ideasHow to Choose a Gift for Someone with Dementia | https://youtu.be/-hGCSoJ_mw4CONNECT, GET RESOURCES, LEARN MORE, + SIMPLIFY YOUR CARE JOURNEY:LinkTree | ⁠⁠⁠⁠⁠https://www.letsbambu.com/b/linktree⁠⁠⁠⁠⁠MUSIC CREDIT: Listen To SpillageVillage - Tropical Landing Pop Songs At Looperman.com DISCLAIMER: The information contained in Bambu Care LLC's website, blog, emails, programs, services and/or products is for educational and informational purposes only. While we draw on our prior professional expertise and background in other areas, you acknowledge that we are supporting you in our role exclusively as a Dementia Care Consultant. By participating in Bambu Care, LLC's website, blog, emails, programs, services and/or products, you acknowledge that we are not a licensed psychologist, professional counselor, or medical doctor. We in no way, diagnose, treat, or cure any illnesses or diseases. Dementia Care Consulting is in no way to be construed or substituted as psychological counseling or any other type of therapy or medical advice. The information provided by Bambu Care, LLC also does not constitute legal or financial advice nor is intended to be. Dementia Care Consulting is not a substitute for the services of a CPA or attorney.

James Breaks down the 5 ways investment professionals get information before YOU, the retail investor, and how you can start getting information just as fast as them! That way, you can make informed decisions off the data, instead of off their headlines! 15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee! All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

NOTE :Agence : https://www.j7media.com/frFormez-vous : https://j7academie.com/Newsletter : https://j7media.com/escouadeDans ce replay de live, je vous montre comment savoir si Andromeda est VRAIMENT le problème sur votre compte Facebook Ads. On passe en revue 3 métriques clés (CPA, marge, CPM), on regarde pourquoi la saisonnalité s'est effondrée, puis je vous donne le setup de campagne que nous utilisons aujourd'hui (Advantage+, attribution large, une seule audience, budget centralisé). Ensuite, on décortique notre framework de diversification créative et d'angles marketing avec plusieurs cas e-commerce (beauté, compléments, électrolytes) et je vous montre comment on transforme ces tests en campagnes qui scalent.

From the archive: This episode was originally recorded and published in 2022. 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. Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher. Top 3 Value Bombs 1. Hire a pro who'll teach you how to implement and execute strategies. 2. Make sure your tax professional is a good match for you. You have to invest in engaging with that person and making sure you're part of the conversation and decision-making. 3. Tax strategy is about playing to win the game and build wealth. We help you Keep What You Earn - Keep What You Earn Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.

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We Save So Much Time for Law Firm Owners it Must be Illegal