Podcasts about CPA

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Matt Hamilton and Nathan Sosa, co-hosts of the Major League Real Estate Podcast and leaders at Hall CPA, to unpack the complex world of real estate syndications and funds and the tax traps that even seasoned operators overlook. Matt and Nathan work directly with large private equity clients and syndicators, managing tens to hundreds of millions in assets. Together, they break down what it really takes to structure deals, protect investors, and stay compliant when managing other people's money. From operating agreements to bonus depreciation, this episode reveals why running a syndication isn't just about raising capital. It's about running a business the right way. You'll learn: - The key differences between syndications and funds (and how to choose the right structure) - The biggest mistakes operators make with their operating agreements and tax allocations - How to avoid costly issues with K-1s, depreciation, and recapture - What fund managers must know about open vs. closed funds and investor onboarding - Why choosing the right CPA can protect your reputation and your investors' returns Whether you're an experienced syndicator or just thinking about launching your first fund, this episode is packed with essential insights on how to operate, report, and grow like a professional, without putting your investors or your business at risk. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-laid financial plans, today on Your Money, Your Wealth® podcast 552. Big Wallet Barbie and Ken from the Midwest have saved millions, but Barbie's still worried about retiring early, buying a new house, and converting to Roth. Is she second-guessing her plans? The fellas spitball for Dan from Florida, who's flying high in the 35% tax bracket and trying to decide between Roth 401(k) contributions and future Roth conversions. They also float a surprising idea - one that's rare on YMYW - for a listener from Chicago who is FIRE'd Up about Roth vs. pre-tax and making a tax-smart wealth transfer. We'll wrap up with a couple of your comments. Free Financial Resources in This Episode: https://bit.ly/ymyw-552 (full show notes & episode transcript) Emotionless Investing Guide The Truth About Your Love/Hate Relationship With Money - 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 00:49 - Big Wallet Barbie and Ken's Roth Conversion, Retirement, and Home Purchase Strategy (Barbie Mattel, Midwest) 08:58 - Roth 401(k) Contributions or Roth Conversions? Flying High in the 35% Tax Bracket (Dan, FL) 17:23 - High-Earners Planning FIRE and Wealth Transfer: Roth, Pre-Tax… Life Insurance? (FIRE'd Up, Chicago) 29:56 - Correction on Spousal Social Security Benefits After the Fairness Act (Cindy) 33:37 - Follow Up: The Kids Are Pretty Alright (Lucas, MN) 34:44 - Outro: Next Week on the YMYW Podcast

In this special crossover episode of The Real Estate Fast Pass Podcast, Jimmy shares a powerful conversation from his guest appearance on The Strength in Numbers Podcast with his longtime CPA and financial strategist, Marcus Crigler. Together, they dive deep into how high-earning real estate professionals can stop getting crushed by taxes and finally build real wealth—without slowing down their active income machine. If you're a flipper, wholesaler, or agent stacking deals but frustrated by your year-end tax bill, this episode will open your eyes to how the wealthy use bonus depreciation, cost segregation, and smart liquidity planning to keep more of what they earn. Jimmy and Marcus pull back the curtain on how to align your business structure, investments, and tax strategy so your money works twice—first in your business, then again through long-term real estate. Jimmy also shares his own story of owing the IRS $250,000 with no cash to pay—and how Marcus helped him completely change his strategy through bonus depreciation and disciplined liquidity planning. From surviving that crisis to now managing hundreds of rentals across multiple markets, Jimmy breaks down exactly what kind of real estate he's buying today and why he's calling BS on the old “1% rule.” This episode is a masterclass in real estate tax strategy, wealth preservation, and portfolio design. Whether you're already a real estate professional or working to qualify as one, you'll walk away knowing why it's worth the effort—and how to legally turn your tax bill into your investment fund. About Jimmy Vreeland Jimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business.  Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses. Get in touch with Jimmy and his team at www.jimmyvreeland.com/getstartedinrealestate More about Jimmy Website: www.jimmyvreeland.com Linkedin: www.linkedin.com/in/jimmy-vreeland Instagram: www.instagram.com/jimmyvreeland Facebook: www.facebook.com/JimmyVreeland Youtube: www.youtube.com/@JimmyVreelandC >>>>>>Get free access to the private Ranger Real Estate facebook group

Should You File Your Taxes Late or Pay Them Late

“You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there.  ” -Lisa Campbell Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey's 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client relationships, build stronger teams, and sustain long-term success. In this interview, you'll learn: How to create win-win client & team relationships Why discovery calls should focus on understanding, not selling The power of synergy with your team and professional partners To learn more about Lisa, visit her profile on LinkedIn. Sign up for her Masterclass here! Time Stamp 00:00 – Win-win results with accountants through systemized books01:25 – Habit 4: Think win-win 06:57 – Habit 5: Seek first to understand, then to be understood09:55 – Why selling is ongoing & rooted in understanding clients' real needs 12:28 – Listening & trust with clients & team members 15:25 – Habit 6: Synergy 18:20 – Building referral networks & partnerships for growth 21:14 – Niching & connecting with industry vendors & partners for referrals 23:25 – Real-world example: systemized bookkeeping driving strong CPA referrals 25:07 – Habit 7: Sharpen the saw 29:50 – The most transformative habit for bookkeepers 35:00 – How proactive bookkeepers put first things first to reach advisor level 35:56 – Wrap-up & invitation to Lisa's Accelerate to Advisor masterclass This episode is brought to you by our friends at Dext! Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place. Join thousands of bookkeepers and accountants who've already made the switch. If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you! Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

You know how everyone says, “Just make more money”? Yeah… but what if the real problem isn't how much you're making—it's how much you're keeping?

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp Conferences: https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Welcome to another episode of the Building Your Money Machine Show! Today, I'm pulling back the curtain on my 35+ years of investing experience—real-world, in-the-trenches lessons learned as a CPA, entrepreneur, and investor who's seen it all. Forget the hype about AI stocks, crypto, and so-called secret get-rich-quick strategies. In this episode, I break down the timeless principles and habits that actually create wealth—and help you avoid the painful mistakes that most investors make along the way.Whether you're just starting out or have been in the game for decades, this episode is for anyone who wants to build a reliable, stress-free path to financial freedom. I'm sharing the 11 most powerful investing lessons I've learned from four recessions, three bubbles, and a lot of late nights with spreadsheets. From avoiding emotional decisions to understanding the real role of advisors, we get into the specifics you need to know to make your money work for you—not the other way around.I'm here to help you master your money, eliminate stress, and live a life of choice.IN TODAY'S EPISODE, I DISCUSS:Why behavior beats math when it comes to investingThe myth of market timing and why even the pros can't predict the highs and lowsWhy you should never invest in something you can't clearly explainHow to spot and avoid bad financial adviceeThe superpower of liquidityWhy complexity doesn't create wealth—clarity and simplicity doThe dangers of chasing hot sectors and trendsWhy investing is only part of your “money machine”RECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/9 Subtle Signs You're Building REAL Wealth9 Things Rich People Don't Waste Money OnHow to Have Better Finances Than 95% of People (in 3 Months)10 Signs Someone is Secretly WealthyWealth Explodes after $100K But Only If You Avoid These Traps!RECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:9 Subtle Signs You're Building REAL Wealth: https://youtu.be/H7OLvx2eciY9 Things Rich People Don't Waste Money On: https://youtu.be/n4C0FMrIrTcHow to Have Better Finances Than 95% of People (in 3 Months): https://youtu.be/scFXprf7q6M10 Signs Someone is Secretly Wealthy: https://youtu.be/6Q6boC1l77EORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

Ever look at a bookkeeping quote and think, “Why does this cost so much?”

Ruchik Gandhi was a diligence CPA when he decided to get in the game himself. Becoming an owner has been an education.Topics in Ruchik's interview:India > Australia > US immigrationDiscovery of the wonders of multiple arbitrageReceiving the deal from another searcherPaying a $20k finder's feeBuying a fabrics and upholstery workroomLearning how to manage a blue-collar workforceMishandling employee relationshipsTaking feedback from his managersEarning the employees' trustHis plan for growth in a fragmented industryReferences and how to contact Ruchik:LinkedInWindow 25Download the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

How I Saved a Client $72 a Year!

Can You Write Off 90% of Your Personal Residence? Find out!

Creative finance isn't dead, but it's evolving fast.  Unethical deal structures, shady training, and investor shortcuts are catching up with the industry, and lawmakers are responding.  In this episode, William and Sohail break down the recent wave of real estate regulations, including Texas's new seller finance law and North Carolina's wholesaling restrictions, and explain how they could affect you. Learn how to stay compliant, protect your deals, and operate with integrity in an increasingly regulated market.

In this episode, Steven Jarvis, CPA, recaps the highlights and key takeaways from Summit 2025, where nearly 300 financial advisors came together to elevate their tax planning, client engagement, and marketing strategies. Steven shares how the event has grown into a hub for professional development, team building, and innovative tools that help advisors deliver more value to clients. From actionable steps to refining tax strategies to creating a positive client impact, Steven reflects on what made this year's summit stand out, and what's coming for Summit 2026.  

Common IOLTA Reconciliation Mistakes

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. 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 ✌️ ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

If You Only Do Your Law Firm Books Once a Year You Deserve to Be Poor

For Late Income Taxes Do This Not That

Are your crypto taxes putting your investments and your wallet at risk without you even knowing it? In this episode, Russ and Joey dive into the complex world of cryptocurrency taxes with Janna Scott, a former government CPA turned crypto tax expert. Janna shares her firsthand experience identifying inconsistencies in major crypto tax software and highlights the risks investors face when relying on inaccurate reports. She explains how her team built audit-proof software that pulls directly from the blockchain, categorizes transactions correctly, and minimizes errors that could trigger penalties. She also discusses what business owners should know when accepting crypto payments and how to protect themselves from potential IRS scrutiny. Whether you're a long-time holder, trader, or business accepting crypto, this episode is packed with actionable strategies to navigate crypto taxation safely.Top three things you will learn: -How to accurately report crypto taxes-Audit-proof strategies for your crypto portfolio-Identify risks in crypto tax softwareAbout Our Guest:Janna Scott is the founder and visionary behind DeFi Tax, a groundbreaking platform designed to bring clarity and compliance to the complex world of cryptocurrency tax reporting. By combining her expertise with a deep understanding of the evolving financial landscape, Janna has made it her mission to empower individuals, businesses, and institutions to navigate cryptocurrency taxes confidently. Her dedication to precision, transparency, and client protection continues to shape the future of crypto tax compliance.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Janna Scott:-Website - https://defitax.us/

Welcome to another thought-provoking episode of the Building Your Money Machine Show! Today, I'm pulling back the curtain on what REAL wealth looks like. If you've ever found yourself scrolling through Instagram, dazzled by flashy cars, luxury homes, and rooftop cocktails—this is your wake-up call. Because let's be honest: most of what people call “success” online is just chaos with a fresh coat of paint.In this episode, I break down the nine subtle signs that reveal whether you're quietly building genuine, lasting wealth—or just getting sucked into the game of chasing shiny objects. After more than three decades as a CPA, entrepreneur, and money mentor, I've seen both sides: those who went broke chasing the flex, and others who built millions living lives you'd drive right past without ever noticing.We'll dig into the mindsets, and strategies that won't impress your neighbors, but WILL set you free. You'll learn why earning more money doesn't make you free—it's about creating a money machine that works harder for you than you ever did for it. It's subtle. It's boring. And it's the path to real freedom.IN TODAY'S EPISODE, I DISCUSS:Why focusing on your lifestyle vision—not just a big bank account—changes your entire wealth strategyHow investing in your own financial knowledge is the ultimate ROIBuilding an emergency peace-of-mind fund to protect yourself from life's financial surprisesTracking your net worth—not just your incomeBeating lifestyle creepPaying attention to taxes and optimizing your strategies so your wealth isn't quietly drainedRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/9 Things Rich People Don't Waste Money OnHow to Have Better Finances Than 95% of People (in 3 Months)10 Signs Someone is Secretly WealthyWealth Explodes after $100K But Only If You Avoid These Traps!ACCOUNTANT EXPLAINS: Every Level of Wealth in X minsRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:9 Things Rich People Don't Waste Money On: https://youtu.be/n4C0FMrIrTcHow to Have Better Finances Than 95% of People (in 3 Months): https://youtu.be/scFXprf7q6M10 Signs Someone is Secretly Wealthy: https://youtu.be/6Q6boC1l77EWealth Explodes after $100K But Only If You Avoid These Traps!: https://youtu.be/52zuVc9MRpAORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte's AI ‘workslop' refund, shutdown-driven IRS and air travel woes, the IRS's new “CEO” and crypto ties, OpenAI's personal finance play, EY's audit rebound, BDO's ESOP squeeze, and crypto funds courting CPA clients.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingAssembly - http://accountingpodcast.promo/assemblyChapters(01:35) - Deloitte's AI Report Scandal (09:05) - Government Shutdown Impact on IRS and Air Travel (23:56) - AI in Accounting: Risks and Opportunities (34:49) - Competing with the Status Quo (35:38) - Pricing Bookkeeping Services (36:31) - Standardizing Services Based on Price (37:14) - Client Needs vs. Service Offerings (38:00) - The Monthly Close Obsession (40:01) - Broken Charts in Financial Reports (43:15) - Cracker Barrel Logo Controversy (47:08) - EY's Audit Quality Turnaround (49:53) - Crypto Investment Schemes (55:48) - BDO's Financial Struggles (01:00:34) - Conclusion and Announcements  Show NotesDeloitte to partially refund Australia for report with apparent AI-generated errors https://abcnews.go.com/Technology/wireStory/deloitte-partially-refund-australian-government-report-apparent-ai-126281611Claude Exposed My Co-Founder's $2M Theft — AI Evidence Turned Into Lawsuit https://techbullion.com/claude-exposed-my-co-founders-2m-theft-ai-evidence-turned-into-lawsuit/New Research: 20% of Americans use AI tools 10X+/month, but growth is slowing and traditional search hasn't dippedhttps://sparktoro.com/blog/new-research-20-of-americans-use-ai-tools-10x-month-but-growth-is-slowing-and-traditional-search-hasnt-dipped/The Danger of Bad Charts https://www.cpajournal.com/2025/10/10/the-danger-of-bad-charts-2/Cracker Barrel's logo controversy was driven by bots https://www.nrn.com/casual-dining/cracker-barrel-s-logo-controversy-was-driven-by-bots-what-operators-should-learn-from-thisOur commitment to audit quality — Ernst & Young LLP's 2025 report https://www.ey.com/en_us/assurance/audit-quality-reportEY drops clients to improve audits after leading Big Four in deficiencies https://www.cfobrew.com/stories/2024/08/27/ey-drops-clients-to-improve-audits-after-leading-big-four-in-deficienciesOpenAI Buys Personal Finance App Roi https://www.pymnts.com/acquisitions/2025/openai-buys-personal-finance-app-roi/With its latest acqui-hire, OpenAI is doubling down on personalized consumer AI https://techcrunch.com/2025/10/03/with-its-latest-acqui-hire-openai-is-doubling-down-on-personalized-consumer-ai/BDO USA Expands Professional Services Capabilities Through HORNE https://www.bdo.com/insights/press-releases/bdo-usa-expands-professional-services-capabilities-through-horneAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe ...

How You Know it's Time for a New Law Firm Bookkeeper?

What if I told you that the way you're running your finances could be costing you tens of thousands of dollars a year and you don't even know it?On this episode of Be Unmessablewith the podcast, we talk with Mark J. Kohler, a powerhouse CPA, attorney, entrepreneur, and straight-shooter when it comes to money, taxes, and wealth. He's not here to confuse you with jargon. He's here to show you how to take control of your finances, build real wealth, and stop letting outdated systems (or outdated accountants) run your life.In this episode, you'll hear:Why most entrepreneurs are operating with financial blind spots (and how to fix it)The family office hack that can turn your kitchen table into a tax-saving machineWhy artists, lawyers, and small business owners all fall into the same trap of ignoring the business of their craft and how to flip the scriptAnd because you know I always ask it, Mark shares the moment in his own life when everything could have taken him out, but instead he chose to stay true to his vision and emerge Unmessablewith.This is not an episode about taxes. It's about freedom, empowerment, and creating a financial foundation that actually supports your vision.I promise, you'll walk away with practical steps you can use today. Because your money should be working for you, not against you.

In this episode of the Less Insurance Dependence Podcast, Ed Gabriel, CPA and President of DrillDown Solution, shares how financial preparation can empower dentists to confidently reduce their reliance on PPOs. From long-term retirement planning and PPO analysis to tax strategies and passive income investments, this conversation provides the financial clarity and tools dentists need to make intentional, profitable decisions. Whether you're considering a shift to fee-for-service or simply want to tighten your operations, this episode offers a roadmap to long-term freedom and reduced stress. Book your free marketing strategy meeting with Ekwa at your convenience. Plus, at the end of the session, get a free analysis report to find out where your practice stands online. It's our gift to you! https://www.lessinsurancedependence.com/marketing-strategy-meeting/   If you're looking to boost your case acceptance rates and enhance patient communication, you can schedule a Coaching Strategy Meeting with Gary Takacs. With his experience in helping practices thrive, Gary will work with you on personalized coaching, ensuring you and your team are prepared to present treatment plans confidently, offer financing options, and communicate the value of essential dental services. https://www.lessinsurancedependence.com/csm/  

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:07) - Current Security Threats in QuickBooks Online (11:58) - Best Practices for Enhanced Security (18:26) - Implementing Backup and Alias Emails (22:01) - Using Limited Access Users and Company ID (25:24) - Best Practices for Admin and User Management (26:24) - Security Measures and Password Management (26:51) - QuickBooks Business Network: Pros and Cons (29:36) - Convenience vs. Security in QuickBooks Features (32:50) - Exploring Third-Party Apps for Enhanced Security (38:16) - Final Thoughts and Call to Action (39:25) - Upcoming Events and Conferences LINKSPrevious episode, Insecurity About Security, Aug 21, 2025: uqb.show/104Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20PollockSecure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4 Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

How much you need to retire quiz: https://bit.ly/Adam-OlsonHere's Why the New $6,000 Senior Bonus Deduction Could Change Your Retirement Tax Plan (2025–2028) 8431621.1Most retirees miss temporary tax windows. This one's big. In this video, I break down how the new $6,000 senior bonus deduction (up to $12,000 for couples) can reduce your taxable income, who qualifies, and how to coordinate withdrawals, Social Security timing, QCDs, and HSAs to keep more money in your pocket during the 2025–2028 window. 1. Here's Why the $6,000 Tax Break means...What you'll learnWho qualifies and how the phase-out works (why MAGI management matters)Withdrawal sequencing to preserve the deduction and potentially drop tax bracketsHow to stack this with the senior standard deduction, QCDs, and HSA strategiesA real-world case study saving nearly $10,000 over four years without cramping lifestyleHow our Red Zone Retirement Planning process builds a multi-year income plan around this windowChapterswhy this mattersWhat the $6,000/$12,000 deduction isEligibility, phase-outs & MAGIWithdrawal strategy optimizationTiming Social Security & Roth conversions Case study: Save ~$10k over four years How to stack with QCDs & HSAs Implementation framework (step-by-step) Takeaways & next stepsHelpful linksStart your Red Zone Retirement Plan (questionnaire): adamolson.biz/quizGrab a free copy of my book Red Zone Retirement Plan — comment “book” belowWork with us: adamolson.biz | adamdolson.comWho this is forPre-retirees and retirees who want a coordinated withdrawal plan that aligns guaranteed income to needs and invests for wants—while capturing temporary tax breaks when they're available.DisclaimersThis video is for education only and not individualized tax, legal, or investment advice. Tax laws can change; consult your CPA/attorney for your situation. Mutual of Omaha and affiliates are separate from any tax or legal entity referenced.Hashtags#RetirementPlanning #TaxPlanning #SeniorBonusDeduction #RothConversions #QCD #HSA #RedZoneRetirement #FinancialPlanner #RetirementIncome #TaxStrategyInvesting involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

Thanks to our partners Promotive and Wicked FileEvery shop owner knows the feeling — the harder you work, the less time you seem to have. But what if you could have both? In this week's Business by the Numbers, Hunt Demerast, CPA, explores the hidden link between profit and time — and why the goal isn't working harder, but working smarter. From understanding your “hourly rate” as an owner to identifying the difference between working in versus on your business, Hunt breaks down the real math behind sustainable success.This week, Hunt Demerast dives into one of the toughest balancing acts in business: choosing between profit and free time. Drawing on real-world examples from shop owners, Hunt reveals how to calculate your true hourly worth, where to stop trading hours for dollars, and how to reclaim your freedom without losing financial ground.In this conversation, you'll learn:(00:00) The myth of “profit versus time”(02:20) Why owner mindset still mirrors employee logic(04:45) How to measure profit in context — sales, time, and effort(07:05) The missing metric: how long it takes to make your profit(09:25) Poor people buy things, rich people buy time(11:45) How to calculate your real hourly rate(16:25) Tracking your time: the game-changer for owners(18:40) The “work smarter, not harder” equation(21:01) Working in vs. on your business(23:23) The $10 million question: what is your time really worth?Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica

On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share concrete steps for creating a culture where people feel supported enough to lean in when it matters most.Chapters(01:17) - Defining Empathy in Accounting (02:24) - Implementing Processes to Reduce Stress (03:26) - Balancing Workloads and Mental Health (10:15) - Client Relationships and Empathy (16:42) - Adapting to Change and Hiring for the Future (19:07) - Using Data to Spot Problems Early (24:35) - Handling Toxic High Performers (26:22) - Practical Tips for Leading with Empathy (30:55) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Valerie HeckmanLinkedIn: https://www.linkedin.com/in/valerieheckman/Learn more about OnPayOfficial website: https://onpay.comLisa GilreathLinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/Learn more about SorrenOfficial website: https://sorren.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

What if the greatest barrier to building a profitable business isn't just strategy or hustle, but the way you think about—and manage—your money? In this episode of The Angel Next Door Podcast, host Marcia Dawood is joined by Melissa Houston, a seasoned CPA, entrepreneur, and author on a mission to close the financial literacy gap, especially for women business owners.Melissa Houston shares her journey from corporate accounting to launching "She Means Profit," writing "Cash Confident," and developing the ProfiVise app—all aimed at helping entrepreneurs truly understand their financials and boost profitability. Her approach empowers founders to shift their mindset, master vital numbers, and confidently manage their business finances.Listeners will walk away with actionable tips from Melissa's five-step Cash Confident framework, learn how to avoid money leaks, and gain insight into setting effective prices. With tools and mindset shifts tailored for entrepreneurs at every stage, this episode is a must-listen for anyone who wants to move beyond break-even to achieving real, lasting business success. To get the latest from Melissa Houston, you can follow her below!https://www.linkedin.com/in/melissahoustoncpa/https://www.shemeansprofit.comhttps://www.profivise.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginAs a pharmacist, serving your community means putting your advocacy hat on and stepping into unfamiliar territory. One of the largest untapped resources that can really drive change towards PBM reform is using your existing patient base to show legislators the importance of PBM legislation.In this episode, Scotty Sykes, CPA, CFP®, Bonnie Bond, CPA, MBA, and Austin Murray, sit down with pharmacist and owner of Table Rock Pharmacy, Jessi Stout, to explore the grassroots advocacy efforts driving Pharmacy Benefit Manager (PBM) reform in North Carolina.We cover:How to engage customers in advocacyWhy local advocacy is critical for independent pharmaciesReal-world stories that bring the PBM issue to life for legislatorsMore About Our Guest:Jessi Stout is the owner of Table Rock Pharmacy in Morganton, North Carolina and winner of the 2025 Cardinal Health's Community Leadership Award which celebrates independent pharmacists going above and beyond for their community.A dedicated advocate for independent pharmacy, Jessi was once uninvolved in politics, has become a strong leader in the fight for PBM reform and combines her role as a local pharmacist with her passion for patient care, ensuring her voice and the voices of her patients are heard in legislative conversations that shape the future of pharmacy.Table Rock Pharmacy was one of the first pharmacies in North Carolina to offer the yellow fever vaccine and was the only pharmacy in the region offering the REGEN-COV and EVUSHELD injections while they were authorized to treat COVID-19.Additionally, during Hurricane Helene, Table Rock Pharmacy remained open, despite power outages and fallen trees. Transactions were recorded by hand to ensure patients could still get their prescriptions. At one point, they transported a generator by wheelbarrow to keep critical medication frozen. During this time, Stout also spoke out against audits being performed by Optum Rx. A social media post went viral, and this attention resulted in audits being paused for hurricane-affected areas.Learn more about Jessi and Table Rock Pharmacy:Table Rock Pharmacy FacebookTable Rock Pharmacy InstagramTable Rock Pharmacy WebsiteTable Rock Pharmacy TikTokTable Rock Pharmacy YouTubeStay connected with us on social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA TwitterMore on this topic:Podcast: Becoming a Pharmacy GladiatorPodcast: Pharmacy's Never Ending StoryPodcast: Pharmacy O

Send us a textTrusts aren't just for the rich. Every family can benefit from one. A revocable living trust can simplify estate planning, avoid probate, and create a foundation for generational wealth.In this episode, Mike Jesowshek, CPA, sits down with Jack Fiveash, attorney and co-founder of The Co Letter, to talk about how families can use a simple trust and LLC structure to build long-term stability, protect assets, and involve their children in smart financial stewardship.They cover how to start a revocable trust, the ideal timing, what it costs, and how it ties into a broader family office structure that preserves both wealth and values.

Send us a textWe break down how high earners can legally fund a Roth IRA using the backdoor method, why it matters for business owners with variable income, and where people go wrong. We share the exact steps, the pro rata trap, and the one IRS form you must not miss.• difference between Roth and traditional IRA and why Roth can be better for many• who needs a backdoor Roth due to income thresholds and phaseouts• step-by-step process to contribute and convert quickly• role of advisors and importance of coordinating with a CPA• risks of direct Roth contributions when over the limit• business owner income swings and AGI versus take-home pay• the pro rata rule if you hold pre-tax IRA balances• filing Form 8606 to track non-deductible basis and conversions• the value of proactive planning before year-endWe created a monthly accounting program where you hop on a one-hour call with us every month to tackle bookkeeping, tax planning, business decisions, basically anything you need… or just email us at carson@sandsco.netSupport the showCreate a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page

Joining us on this episode of Living Off Rentals is someone who helps investors keep more of what they earn by using powerful, legal tax strategies. Ryan Carriere is a Client Services Manager at Hall CPA, a firm that specializes in helping high-income earners maximize tax savings through real estate. As both a CPA and real estate investor, Ryan has worked with hundreds of clients to save millions by leveraging strategies like bonus depreciation and the short-term rental (STR) loophole. Listen as he shares how to make the most of these tax advantages, what a cost segregation study actually involves, how to qualify for the STR loophole, and how even everyday investors can use these tools to build long-term wealth. He also breaks down creative tax-saving strategies like shifting income to your kids—and why documentation is key to staying audit-proof. Enjoy the show! Key Takeaways: [00:00] Introducing Ryan Carriere and his background [02:06] Getting into the niche of tax strategy in real estate [07:12] How he combined CPA work with real estate investing [11:00] Bonus depreciation is back to 100% and why it matters [12:40] How bonus depreciation works [14:41] 100% bonus depreciation explained in plain English [16:31] Real-world example of $35,000 in tax savings on a $500K property [17:52] The most common kind of tax strategy for short-term rental investors/W-2 earners [19:05] How the short-term rental loophole works and who qualifies [20:30] Meeting the 100-hour material participation test [25:32] The beauty of being married: Seen as one taxpayer instead of two [26:47] Is it too late to use tax-saving tools? [28:42] Determining the price point for the cost segregation study [31:36] Bonus depreciation beyond real estate—vehicles, equipment, and more [35:44] Benefits of shifting income to your kids [42:05] Does using these strategies increase audit risk? [48:08] Best practices for bookkeeping and compliance [49:28] Connect with Ryan Carriere [50:47] Outro Guest Links: Website: https://www.therealestatecpa.com/  LinkedIn: https://www.linkedin.com/in/ryancarriere/  Cost Segregation Study Affiliate: Get 10% off on Rental Property Refund's tax tool by checking out their free webinar here: https://www.livingoffrentals.com/costseg Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals 

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you keep telling yourself you'll rest when the work is done?That time never comes. Rest isn't what you do after the work — it's what makes the work go well.This episode breaks down eight kinds of rest accountants need, how to get them, and why your firm runs better when you stop running on fumes.…Link to full shownotes: https://www.businessstrategyforcpas.com/368…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

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The One Big Beautiful Bill Act, approved July 4, introduced sweeping changes to various community development tax credits. In this episode of Tax Credit Tuesday, Michael Novogradac, CPA, sits down with Novogradac partners Brad Elphick, CPA, Tony Grappone, CPA and Dirk Wallace, CPA, to discuss what those changes are and how they are shaping the present and future of the tax credit equity market. The group reviews the various changes to the low-income housing tax credit (LIHTC), the new markets tax credit (NMTC) and the renewable energy tax credit (RETC) and their impact on tax credit supply and equity prices. Then, they discuss the ways in which these policies may impact the market in 2026 and 2027. Finally, the group dives into how developers can increase the equity pricing for their transactions.

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Donovan Ryckis is the award-winning founder and CEO of Ethos Benefits, leading the charge in fiduciary-driven healthcare strategies for employers. A former Securities Advisor, he shifted from investment advising after uncovering inefficiencies in employer healthcare plans—achieving 40% savings for a client without reducing benefits. Alongside his wife and business partner, Chelsea, Donovan applies a fiduciary financial process to help organizations cut costs and improve outcomes.Brenda Kruse, CFO of Axiom Healthcare Services, brings over 26 years of financial leadership in healthcare and senior living. A licensed CPA, she excels in strategic planning, compliance, and cost management, driving both financial strength and quality care across her organization.In this episode, Eric, Donovan, and Brenda discuss:How employers can apply a fiduciary mindset to healthcare plans under ERISA.The importance of data transparency in managing plan costs and pharmacy benefit managers (PBMs).Aligning advisor compensation with employer and employee interests.Real-world examples of reducing costs while improving employee benefits.Key Takeaways:Many employers don't realize their healthcare plans carry ERISA fiduciary liability just like retirement plans. Creating a formal benefits committee ensures decisions are documented, consistent, and defensible.Data ownership and transparency are critical. Without detailed claims and pharmacy data, employers can't pinpoint where costs are being driven or negotiate effectively.Pharmacy Benefit Managers (PBMs) are often overlooked sources of cost savings. Changing PBMs can reduce plan expenses by up to 50–70% with minimal disruption to employees.Aligning broker and consultant incentives with the employer's goals prevents conflicts of interest and ensures decisions are made in the plan participants' best interests.“If we don't have data, we don't know where our costs are being spent… 60% of our costs were in pharmacy, and yet our previous broker really wasn't even trying to change our pharmacy plan at all.”— Brenda Kruse“Even disclosing fees is only since the CAA of 2021, even still today, companies are doing it very poorly… They say it's part of their entire book of business, so they can't calculate it per client—that's certainly a bad starting point.” — Donovan RyckisConnect with Donovan Ryckis & Brenda Kruse:Website: https://ethosbenefits.com/ & https://www.axmservices.com/LinkedIn: https://www.linkedin.com/in/donovanryckis/ / https://www.linkedin.com/in/brenda-kruse-1a90592b/Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ Important clarification from the podcast show dialogue: "If an ERISA plan exceeds 100 participants with an account balance but remains under 120 in perpetuity, then the plan would not require an audit for each subsequent year that it remains under 120 participants with a balance. Please verify current rules and check with your plan record-keeper, advisor, or CPA to ensure compliance with this requirement." The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

We take a look back at John Randolph's conversation with Liz Farr, host of The Disruptors Podcast on CPA Trendlines, on CPA Life Rewind Episode 80. Liz's insights on innovative practices in accounting, the talent pipeline, modern methods and more, are things you simply don't want to miss. So whether you caught Liz's appearance the first time around or not, stay tuned for expertise on the profession that you're not likely to find anywhere else. Get the full show notes and more resources at CPALifePodcast.com

This week, AmSpa founder and CEO Alex R. Thiersch, JD, speaks with Nick Liguori, CPA, of Liguori Accounting, about the latest tax law changes and what they mean for medical spa owners in 2025. From equipment purchases to employee compensation, Liguori shares practical strategies to help med spas optimize deductions, avoid red flags, and plan proactively for the year ahead. Listen to learn: How to calculate and manage quarterly estimated taxes; Why year-round tax planning is essential and how to start; How to leverage equipment purchases and depreciation for tax savings; What the IRS is watching: audit atmosphere and red flags; How to take advantage of itemized deductions; Retirement planning tips for reducing taxable income; The tax opportunity of MSO structures for medical spas. -- Don't miss the Sell More This Holiday Season virtual event on October 21 at 5 PM ET, featuring expert speakers, tactical Q4 sales strategies, and over $100,000 in giveaways. Register now at repeatmd.com/sellmore. -- Visit https://www.wellreceived.com/amspa to learn more about WellReceived's exclusive offer for AmSpa Members. -- Music by Ghost Score

How Can I Retire at 60 with $200,000 Saved For Retirement?!?**Schedule your free virtual consultation

Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginAs a pharmacy owner, it often feels like you're fighting battles against systems designed to work against you.Few battles loom larger than the fight against Pharmacy Benefit Managers whose opaque practices have chipped away at margins, patient trust, and sustainability for independents.In this episode, we have two very special guests on the front lines of PBM reform: Dared Price, President of OreadRx and Price Pharmacies and Mark Cuban, legendary entrepreneur and co-founder of Cost Plus Drugs.Scotty Sykes, CPA, CFP®, Bonnie Bond, CPA, MBA, and Austin Murray sit down with Mark Cuban and Dared Price to explore how transparent models are reshaping the future of drug pricing and pharmacy benefit management.We cover:The real impact of spread pricing, rebates, and hidden contracts on pharmacy ownersHow Cost Plus Drugs is cutting out middlemen to bring transparency to patients and pharmaciesWhy OreadRx's transparent PBM model could change the game for independentsWhat a fair reimbursement ecosystem might look like and how owners can prepareAnd more!Stay connected with Dared Price, OreadRx, Mark Cuban and Cost Plus Drugs:  Dared Price LinkedInOreadRx WebsiteOreadRx FacebookCost Plus Drugs WebsiteCost Plus Drugs LinkedInCost Plus Drugs FacebookStay connected with us on social mediaFacebookTwitter (X)LinkedInInstagramScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond - CPA, MBA LinkedInMore resources about this topic:Podcast - Pharmacy's Never Ending Story: PBM Reform Act and Medicare Drug Pricing ChangesPodcast - Pharmacy Ownership Through TimePodcast – The State of PBM Reform

Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial advisors across the country to better serve their clients. Listen in as Steven explains how advisors can build trust with CPAs through proactive communication—not just sending over forms during tax season, but also giving context to planning decisions, providing year-end summaries, and getting ahead of major moves like Roth conversions or Qualified Charitable Distributions. You'll learn how aligning with CPAs as collaborative decision-makers can lead to better returns for clients and the potential for cross-referrals, and why timing conversations around a CPA's calendar matters.  For show notes and more visit: https://www.kitces.com/459

We're playing “which comes first” today on Your Money, Your Wealth® podcast number 551 with Joe Anderson, CFP® and Big Al Clopine, CPA. “Retired G-Man and Nurse Ratched” from Pennsylvania have saved $2 million. Should they withdraw money first from their IRA or their taxable accounts in retirement? “Mike and Carol in Florida” want to know when and how much to convert to Roth, but they're also sitting on a mountain of company stock. Should they deal with that first? Mackey in Florida is 55 and wonders if he can retire now with $2.6 million and some lingering debt - but there's an important first he's missing too! Plus, Mike in Utah asks Joe and Big Al to spitball on a plan for his 90-year-old mom's $1.9 million annuity, and Doc McMuffin in Minnesota asks for the fellas' take on her plan to gift appreciated assets to her parents. Free Financial Resources in This Episode: https://bit.ly/ymyw-551 (full show notes & episode transcript) YourMoneyYourWealth.com - all our financial resources! Ask Joe and Big Al, blogs, workshops, financial guides, and 11 seasons of YMYW TV! 10 Big Retirement Regrets to Avoid (Before It's Too Late) - 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 00:53 - How to Retire at 55 With $2.6M and Debt? First, How to Write a Good Spitball Request (Mackey, FL) 03:46 - Sequence of Retirement Withdrawals: IRA First or Taxable First? (G-Man and Nurse Ratched, PA) 12:10 - Roth Conversions vs Concentrated Stock: Which Comes First? (Mike & Carol, FL) 29:27 - What to Do With 90-Year-Old Mom's $1.9M Annuity? (Mike, UT) 40:59 - Is Gifting Appreciated Assets to Parents Tax-Smart or Risky? (Doc McMuffin, MN) 48:27 - Outro: Next Week on the YMYW Podcast

Law Firm Pricing Insights from Your P&L

On Healthy Waves, host Avik Chakraborty sits down with Saw K. Myint—a Burmese-Australian finance professional and property developer—to unpack a Buddhist, science-aligned approach to self-mental healthcare. We get practical on non-attachment, moment-to-moment awareness, and why most feelings are reflections of the past—useful signals, not life sentences. This direct, toolbox-style conversation covers stress, depression, addiction, grief, aging, and resilience with clear, repeatable practices you can apply today. Perfect for listeners seeking evidence-aware mindfulness, mental clarity, and steady leadership in messy real life. About the guest  : Saw K. Myint is a Burmese-Australian mother of two, CPA-qualified finance broker, and property developer. Grounded in Buddhist teachings and everyday pragmatism, she helps people steady their minds with accessible, fact-of-life practices—no dogma, no fluff. Key takeaways: Feelings are real but lagging indicators. Because mind–body processes shift rapidly, most emotions reflect memory, imagination, or reflection rather than the live present. Non-attachment isn't apathy. You still feel joy and pain; you simply don't cling. Good and bad states don't last, so act without over-identifying. Practical reset for stress/depression/addiction: Name the urge or state precisely. Ask what it aims to achieve and for how long the relief would last. Compare benefits vs. costs (health, freedom, relationships). Return attention to the next right action you can do now. Grief with responsibility. Care fully while loved ones are here; when they pass, release guilt and honor impermanence by continuing to live well. Leadership edge: Non-attachment reduces reactivity, widens options, and supports calm decision-making under pressure. For elders and caregivers: Recognizing “this too passes” reduces loneliness and softens expectations, creating peace in later years. For disability and neurodiversity contexts: Lead with respect and sameness—we all “play catch-up” with our perceptions. Daily micro-practice: During any spike (anger, craving, worry), pause–label–evaluate–act. Keep it short; repeat often. Connect with the guest   Facebook (preferred): https://www.facebook.com/likesawkmyint Book 1:1 time: https://calendly.com/ospf/new-meeting Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer. Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty—storyteller, survivor, wellness advocate—this channel shares powerful podcasts and soul-nurturing conversations on:• Mental Health & Emotional Well-being• Mindfulness & Spiritual Growth• Holistic Healing & Conscious Living• Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters.

Brian Decker gets it. This dude actually gets what it means to be a serial entrepreneur. Not the fake kind you see plastered all over social media. The real kind. Brian spent 22 years building businesses the right way. Started as a CPA. Hated it. Jumped into mortgage lending right before the 2008 crash. Then doubled down when everyone else ran away. Built himself into one of the top loan officers in the country. Made multiple seven figures. Then did something most people never do. He recognized the trap. So he did what real entrepreneurs do. Kept the golden goose running. Took one out of every eight golden eggs. Invested it into the next thing. Then the next. Now he's CEO of a solar energy company with AI and machine learning built in. Recurring revenue model. SaaS multiple. Patent potential. That's how you build real wealth. Brian breaks down the mentality shift from chasing money to watching your employees' lives change. That Christmas party where someone's wife thanks you in tears because she could finally stop working to be with her kids. That's the real reason you do this. This episode will change how you think about building businesses. About what makes something scalable. About knowing your lane and staying in it. Brian's been in the trenches for over two decades. He's made mistakes. He's built the systems. And he's showing you exactly what works.We Meet: Brian Decker, Soar Energy, Modern Lending, CryptochargedConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Brian: https://www.thebriandecker.com/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Brian: Brian Decker is a serial entrepreneur with several successful exits. He is the CEO of Soar Energy, President/Founder of Modern Lending, real estate investor, cryptocurrency investor/educator, and keynote speaker/creator known for his passion for empowering others to achieve financial freedom.

Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

Record nerd Harry Portnof started Greenway Records, revived Reverb Appreciation Society, and now leads Levitation's label operations - today we discuss the elaborate vinyl variants and the clear passion for music the Levitation festival inspires. Topics Include: Harry Portnof runs Greenway Records, Levitation, and Reverberation Appreciation Society labels. Dad blasted southern rock and Allman Brothers at excessive volumes throughout childhood. Discovered dad's CD collection, dove deep into classic rock discographies. Taught himself guitar in high school after getting kicked off tennis team. Found grandmother's records in attic with broken turntable playing in mono. Mesmerized by grooves holding information, felt more futuristic than digital files. Got Project turntable in college, started seriously collecting vinyl records. College dorm had file sharing programs to download everyone's music collections. Became obsessed with seven-inch singles and exclusive B-side hunting on Discogs. Studied accounting, got CPA, worked Manhattan while spending money on records. Brooklyn DIY scene 2010-12: Death by Audio, Glasslands, 285 Kent venues thriving. Third Man Records inspired with collectible releases, impossible to get from New York. Playing in surf rock cover band The Midnight Snacks around Long Island. Started Greenway with friend Joey's pop punk band, 300 hand-screened seven-inches sold. Online forum of ten new labels supporting each other, Greenway only one remaining. Artist Dan Curran created lino cut covers for first thirty Greenway releases. Met LA Witch outside Music Hall, promised European tour records in two months. LA Witch success led to more touring bands wanting Greenway releases. Met Levitation founder Rob Fitzpatrick backstage at Desert Daze festival in California. Pandemic hit, launched Levitation Sessions producing concert films with thirty bands. Suddenly working with dream artists like Ty Segall and The Oh Sees. Levitation started as Austin Psych Fest in 2008, became major three-day festival. Flash flood disaster canceled festival one year despite bands and fans arriving. Austin's psych legacy rooted in 13th Floor Elevators and Rocky Erickson era. Levitation Sessions are filmed concerts; Live at Levitation are actual festival recordings. King Gizzard bootleg program allows labels to press their live shows freely. Learned vinyl manufacturing hands-on at New Jersey plant, experimenting with color pours. Most proud of Frankie and the Witch Fingers KEXP recording for Record Store Day. Market tightened post-pandemic, had to adjust pressing quantities and strategy accordingly. Creates regional variants for Australia, UK, EU retailers using Precision Record Pressing. High resolution version of this podcast is available at: www.Patreon.com/VinylGuide Apple: https://tinyurl.com/tvg-ios Spotify: https://tinyurl.com/tvg-spot Amazon Music: https://tinyurl.com/tvg-amazon Support the show at Patreon.com/VinylGuide

CPA and financial planner Deb Meyer breaks down why most video business owners struggle financially and stay stuck on what she calls "the hamster wheel." She explains the crucial difference between revenue and profit, why separate bank accounts can save your business, and how to avoid nasty tax surprises that can cripple your cash flow. Key Takeaways Set up separate bank accounts for taxes, contractor expenses, and operating costs to avoid accidentally spending money that's already allocated Focus on profit margins (aim for at least 30%) rather than just top-line revenue numbers Get proactive tax planning to avoid surprise bills—a good CPA should give you quarterly projections, not April surprises Before buying any equipment or hiring staff, ask yourself if it will actually make you money or save you time that translates to revenue About Deb Meyer Deb Meyer, CFP®, CPA, and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder of WorthyNest®, a fee-only, fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach. Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger.  She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award.  Deb lives in Missouri with her husband Bryan and three sons. In This Episode [00:00] Welcome to the show! [04:51] Meet Deb Meyer [06:34] Have a Trusted Financial Advisor [07:29] Cash Cushion for Your Business [10:12] Discerning Needs From Wants [22:18] Revenue and Profit [32:01] Tax Planning [45:07] Connect with Deb [46:29] Outro Quotes "You just bought yourself another job, really. I mean, you're not truly an entrepreneur if you're always beholden to the, hey, this is the mass I can get as my salary." - Deb Meyer "Revenue, great. It's a fun vanity metric, but it doesn't really matter that much in the grand scheme of things." - Deb Meyer "I look back and I'm like, what the heck was I thinking? Because it just felt like that's how I was making decisions like, man, yeah, if we had somebody doing that, that would feel pretty good." - Ryan "When COVID happened, we shrunk to four people. And we figured out how to run this company, the same company with four people... we're like so much more profitable these days." - Ryan "They should never have just surprised you with a $28,000 federal tax bill. That is really unfortunate." - Deb Meyer Guest Links Find Deb Meyer online Connect with Deb Meyer on LinkedIn Get Deb's free Starter Guide on 10 family finance myths Follow WorthyNest on Facebook Subscribe to WorthyNest on YouTube  Listen to the Beyond Budgets podcast Links FREE Workshop Available "How to Consistently Earn Over $100k Per Year in Video Production While Working Less Than 40 Hours Per Week" Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes