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. 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 ✌️ ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

Pascal Wagner interviews Michael Alberse. Michael walks through his journey from earning $161 a month in high-yield savings interest to building over $6,000 a month in passive income through a “Frankenstein” mix of cold storage, micro private equity, small business loans, covered-call ETFs, mobile home parks, multifamily, and private money lending. He shares both the 9x home-run exit from a cold storage deal and painful lessons from chasing yield in risky rideshare and cupcake business loans, highlighting why he now prioritizes experienced, obsessive operators and better downside protection. Michael also talks about using masterminds and education to level up his due diligence, hiring a CPA, capping his check size per deal, and keeping his Google job so active income can continue to fuel his passive income portfolio and long-term lifestyle freedom goals. Michael AlberseCurrent role: Google Cloud Account Executive and creator of Micro Investing Based in: Atlanta, Georgia. Say hi to them at: https://investingmicro.com/ | https://www.instagram.com/micro.investing/ | i Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode of Inside the Headset – Presented by CoachComm, we're joined by Stanton Weber, the Special Teams Coordinator at the University of Toledo. Coach Weber shares his journey from Kansas State walk-on to Toledo coordinator, his approach to building elite special teams units, and how being named to the AFCA 2024 35 Under 35 Coaches Leadership Institute has shaped his growth as a coach and leader. In this conversation, Coach Weber discusses: 1:13 Introduction  1:44 When did you know you wanted to part of this profession?  3:09 What made you want to go down the CPA track originally?  5:25 What ultimately led to beginning your career as a graduate assistant at Kansas State?  12:48 How were you able to draw the line when transitioning from player to coach?  15:05 How did you know you were going to be able to stick around at Kansas State and be promoted to a special teams QC?  22:05 What would you name your 2-year chapter as the special teams QC at Kansas State?  27:45 Did you ever find yourself in tough conversations as a young coach?  33:55 How do you motivate guys to be motivated about special teams?  47:45 How transformational was your experience at South Carolina?  55:15 How did your early career prepare you for your interview to become the STC at Toledo?  59:30 What was your experience like as a member of the 2024 AFCA 35 under 35?  1:03:00 Conclusion  Follow Coach Weber and Toledo Football on social media:

Why You Can Legally Write-Off Strategic Planning Trips.

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, kicks off a new multi-episode series focused on the most common financial mistakes dentists make in both their personal and practice finances. After returning from an October break, Wes zeroes in on cash flow discipline, spending habits, tax inefficiencies, depreciation strategy, excess distributions, and the development of automated systems for long-term wealth.Wes explains how many dentists struggle with lifestyle inflation, unmanaged owner draws, and treating the business account like personal cash, often without understanding tax basis limitations. He highlights the “depreciation trap,” where large Section 179 write-offs paired with financed equipment purchases create short-term tax relief but long-term cash crunches. He encourages dentists to align depreciation schedules with loan terms to avoid future financial strain.Key Points:Automate savings and retirement contributionsMatch depreciation timelines with equipment loan termsAvoid treating the practice account as personal spendingMonitor tax basis before taking distributionsMaintain disciplined budgeting and lifestyle controlReinvest profits to strengthen practice efficiency and growth

Send us a textUnderstanding your tax tipping point can make or break your bottom line. Learn how to prevent “taxes that tip the scale” by implementing proactive planning and smarter deductions. From purchasing real estate and leveraging Section 179 to hiring your kids legally and setting up accountable plans, this guide helps you identify where hidden savings live—and how to use them strategically.You'll learn how to:Evaluate whether buying or leasing real estate benefits your long-term goalsUse Section 179 and cost-segregation strategies to accelerate deductionsHire your children for legitimate work and lower taxable incomeContribute to SEP, SIMPLE, or 401(k) retirement plans for added savingsApply the Augusta Rule, QBI deduction, and energy-efficiency creditsCreate an accountable reimbursement plan that reduces your personal tax burdenSchedule quarterly CPA reviews to forecast and prevent surprisesIf you're ready to stop letting taxes drain your profits and start using them to build wealth, this episode gives you the playbook to plan smarter—not harder. (Not tax advice.)Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginOwning a pharmacy on an island is more than a business...it's an act of innovation and resilience. But what can mainland pharmacy owners learn from operating in one of the most remote U.S. territories?In this episode, Bonnie Bond, CPA, MBA, Ollin Sykes, CPA, CITP, CMA and Austin Murray sit down with Dr. Joshua Wise, Owner of PHI Pharmacy to explore the unique challenges and triumphs of running an independent pharmacy in Saipan. We cover:How geographic isolation impacts logistics, inventory management, and access to healthcare services. Joshua's journey of innovation and resilience Insights into niche services and the importance of community-focused care.More About Our Guest:Josh received his Doctor of Pharmacy at University of Hawaii at Hilo's Daniel K. Inouye College of Pharamacy in 2014. He has been with PHI Pharmacy since 2014 and became PHI's General Manager in 2017. In his spare time, Josh enjoys to travel, free dive, and cook.Stay connected with Josh and PHI Pharmacy: Joshua Wise LinkedInPHI Pharmacy WebsitePHI Pharmacy FacebookStay connected with us on social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP® LinkedInMore on this topic:Podcast: The Fight for Fair Drug PricingPodcast: From Counter to Capitol

Most business owners think they can handle their exit plan on their own—or with the help of a CPA or attorney. But without the right expertise and coordination, that DIY approach often leads to missed opportunities, legal headaches, and costly mistakes.In this episode, Matt Di Francesco explains why going solo on your exit plan rarely works. He shares real-world examples of owners who tried to manage their transitions themselves, and the financial and emotional fallout that followed. Matt reveals how having the right team of experts can protect your wealth, your legacy, and your peace of mind.Matt also talks about:(00:51) Why your exit plan needs a coordinator to put all the pieces together(02:28) The key difference between tax preparers and long-term tax planners(04:28) Why dedicated experts matter for tax, estate, and legal planning(06:32) How emotional attachment can stall your business transition(10:34) How expert negotiation structures deals in your favor(11:34) Why succession planning should start the day you open your doors(12:39) How burnout and rushed exits cost you real value(13:52) Why defining your post-exit vision is key to lasting fulfillmentConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission

Think you know your firm's profit? Think again. In this episode, host Victoria Collier breaks down one of the most misunderstood parts of selling a law firm: the true meaning of profit. Victoria explains the critical differences between Net Profit, EBITDA, and SDE—and how each number tells a very different story about your law firm's financial health and value. Whether you're still growing your practice or preparing to sell, understanding these metrics can mean the difference between a fair price and leaving hundreds of thousands on the table. You'll learn •⁠  ⁠Why "profit" isn't a one-size-fits-all term •⁠  ⁠The big mistake law firm owners make when relying on their tax returns •⁠  ⁠How EBITDA and SDE reveal your firm's true earning power •⁠  ⁠What buyers are really looking for in your financials •⁠  ⁠How to use these numbers to increase your valuation and negotiation leverage  Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

The challenge all organisations, big and small, face is answering and implementing solutions to solve this key question: How can finance and accounting teams work faster, smarter and more accurately?In the recent episode of the Don't Panic It's Just Data podcast, host Scott Taylor, The Data Whisperer and Principal Consultant at MetaMeta Consulting, speaks with Kevin Gibson, CPA and Principal Solutions Engineer at insightsoftware. They talk about the constantly changing nature of financial reporting. Additionally, they discuss the pros and cons of modern financial reporting and the importance of connecting financial data with familiar tools like Excel. The conversation also touches on the future of financial reporting technology and the need for organisations to adapt to changing data access needs.Uncertainty in a Data-Driven World“With all this uncertainty, companies are being asked to look at their data in different ways. They want to pivot it, slice it, and dice it,” Gibson tells Taylor, encapsulating the theme of this episode. “They're being told to do more with the data — what does it mean, how do we read it, how do we understand it, how do we analyse it?”The issue is that, as enterprises invest in digital transformation, finance teams struggle most with limited access to the data they need to support their analysis.“The ideal state,” Gibson adds, “would be: I can get what I want, when I want, and how I want it — without asking questions. But let's be honest — that doesn't exist today.”However, the good news is the data exists, Gibson says. The ugly part is that organisations can't get to it. Many of the data accessibility issues have been attributed to cloud migration. “When you move your data to the cloud, you think: it's cheaper, it's more secure, it's easier to maintain. But here's the problem: you don't control it anymore. Some cloud providers make access difficult or costly. So finance teams feel stuck,” he explains.Also Watch: Stop Fighting Excel: How to Turn Your Spreadsheets into a Real-Time Reporting Powerhouse?Real-Time Access on ExcelFor decades, finance professionals have relied on Excel, which Gibson refers to as the “largest data warehouse in the world.” “There are 1.1 billion users of Excel today,” he says. “And let's be honest, I haven't met an accountant yet who says they hate it.” Finance prospers in Excel, but IT often views it as a risk. This leads to a constant back-and-forth between usability and control. Gibson believes that the solution is to equip both sides- finance and IT with real-time, governed data inside Excel. That's where insightsoftware comes in. “We can connect directly to these systems and give finance teams back their real-time access — not just to pieces of data, but all of it,” says Gibson. “Literally every piece of data can be accessed.” With tools like Spreadsheet Server, finance professionals can work in Excel — their “comfort food,” as Gibson calls it — while drawing directly from live ERP data in the cloud. “We give them insight — that's what our software does. It gives them visibility into their data. Excel isn't going away, and our job is to make it work even better.”To learn more, watch or listen to the podcast...

Leaders tie AI to real workflows, not wish lists, and adoption follows. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training. On the latest episode, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA; dissect how large firms are approaching Microsoft Copilot and adjacent tools. They agree that leaders should start now, but do so strategically.  MORE Accounting ARC: Don't Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting's Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes |More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough Patrick, CEO of VERIFYiQ and co-founder and educator at TB Academy, opens with a caution that resonates across enterprise tech cycles: many organizations feel pressured to adopt generative AI without clearly defining expected outcomes. He urges leaders to ask what success specifically looks like, whether that is fewer review points, faster cycle times on close, or reduced audit adjustments. 

Since Democrats decided to shut down the government over Affordable Care Act subsidies, now's a good time for a deep dive into what they're even talking about. John Hopkins professor Dr. Ge Bai walks us through the ACA subsidies, the hidden mechanics behind the Affordable Care Act, and its illusion of "affordability." Dr. Bai shows us how regulations and subsidies have quietly reshaped the healthcare market - and how the free market can make it work for patients again. Ge Bai, PhD, CPA is a Professor of Accounting at Johns Hopkins Carey Business School and Professor of Health Policy & Management (joint) at Johns Hopkins Bloomberg School of Public Health. An expert on health care accounting, finance, and policy, Dr. Bai has testified before the House Ways and Means Committee and the Senate HELP Committee, written for the Wall Street Journal and the Washington Post, and published her studies in leading academic journals such as the New England Journal of Medicine, JAMA, and Health Affairs. Find her on X at @GeBaiDC and read her recent WSJ oped here: https://www.wsj.com/opinion/let-the-obamacare-enhanced-premium-subsidies-expire-16ef7e1b

"A well-resourced woman will change the world. But first, she has to stop outsourcing her financial power." This episode goes deep into the emotional discomfort that comes with money: how we manage it, avoid it, fear it, and finally take ownership of it. Heather is joined by financial educator Kimberly Tara for an eye-opening conversation that covers everything from entrepreneurship and emotional labor to parenting, power dynamics in partnerships, and the toxic myth that women just "aren't money people." Together they unravel the invisible stories that keep women stuck and explore the practical and emotional skills we need to truly experience wealth, safety, and freedom.

Ready to leave corporate and build a business that actually funds your life. In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Estelle Gibson, CPA and TED speaker. Estelle shows you how to create a simple profit plan, price with confidence, and move through the money life cycle with intention. From childhood money scripts to corporate exits to packaging your offers, Estelle shares a calm and practical path that turns wisdom into wealth and replaces hustle with clarity. What You Will Learn: The critical distinction between being a launcher versus a leaper when it comes to leaving corporate. Why business owners are always in a learning and accumulating knowledge phase regardless of age. The reality that people are no longer retiring in the traditional sense but moving into next acts. The concept of environmental design coaching created by Thomas Leonard. The importance of recognizing when corporate values no longer match your personal values. How taxes work completely differently as a business owner compared to an employee. How the knack for making complex things very simple became the foundation for a coaching practice. Why funding decisions need to address whether someone is funding the business personally or seeking investors. How packaging services differently, examining time constraints, adjusting pricing, and restructuring client flow can create profitability without necessarily adding more clients or working longer hours.   Connect with Estelle Gibson Jouney to Freedom   Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women on X Wickedly Smart Women on Instagram Wickedly Smart Women Facebook Community Wickedly Smart Women Store on TeePublic Wickedly Smart Women: Trusting Intuition, Taking Action, Transforming Worlds by Anjel B. Hartwell Listener Line (540) 402-0043 Ext. 4343  Email listeners@wickedlysmartwomen.com

Send us a textIf you've ever wanted to move money from your business to yourself without paying extra tax, this episode is for you.In this episode, you'll learn how the Augusta Rule, also called the 14-Day Home Rental Rule, lets business owners rent their personal homes to their own business and receive that income completely tax-free. You'll also learn exactly how to document it, what proof the IRS expects, and the common mistakes that can get this strategy disallowed.

Law Firm S-Corp Election Step-by-Step

The Tax Strategy Fact Bookkeepers Don't Want You to Know

Proactive Financial Strategy for Business Owners: Insights from Claudio Gambin of GFG SolutionsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Claudio Gambin, CEO and Founder of GFG Solutions, about transforming the way business owners approach financial planning. Claudio shares how his flat-fee, strategy-first model helps entrepreneurs—especially in construction and trades—optimize taxes, protect assets, and plan for the future with transparency and confidence. The discussion focuses on actionable strategies for smarter business finances and building companies with long-term value in mind.Redefining Financial Strategy for Business GrowthClaudio explains how his frustration with the traditional commission-based financial model led him to launch GFG Solutions—a firm that provides conflict-free, strategy-only advising. By removing product sales incentives, Claudio's team delivers truly unbiased, actionable guidance focused on measurable results rather than commissions. His client base primarily includes construction and trade business owners, where GFG's deep industry knowledge allows for highly tailored tax and financial strategies.A cornerstone of GFG's process is proactive tax planning, which goes beyond end-of-year accounting. Claudio emphasizes meeting with advisors early to forecast income, identify credits like R&D, and maximize depreciation and deductions. He also highlights the power of long-term exit planning, helping business owners build companies that run smoothly without them—boosting enterprise value whether they plan to sell or not.What truly sets GFG apart is its boutique approach—serving only about 30 clients at a time to ensure a deep, personalized partnership. The firm collaborates directly with each client's CPA, attorney, and internal team to execute strategies and deliver results. For Claudio, financial advising isn't just about saving money—it's about creating clarity, security, and flexibility for business owners who want to grow with purpose.About Claudio GambinClaudio Gambin is the CEO and Founder of GFG Solutions, based in Orlando, Florida. With a background in wealth management and a passion for helping entrepreneurs, Claudio specializes in strategy-first financial planning for business owners in construction and trades. His mission is to empower clients with transparent, conflict-free advice that drives profitability, reduces tax burdens, and prepares businesses for sustainable, long-term success.About GFG SolutionsGFG Solutions is a financial strategy firm providing flat-fee, strategy-only services for business owners. The company focuses on proactive tax planning, asset protection, growth strategy, and exit planning—helping entrepreneurs build stronger, more valuable businesses. By working collaboratively with clients' existing advisors, GFG ensures every financial decision aligns with long-term goals. Learn more at https://gfgsolutions.com/.Links Mentioned in This EpisodeGFG Solutions WebsiteClaudio Gambin LinkedIn ProfileKey Episode HighlightsClaudio shares how transparency and specialization can redefine trust in financial advising.He breaks down proactive tax strategies, including early income projections, tax credits, and accelerated depreciation.Discussion on why construction and trade...

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you're dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone's time — yours, your client's, and the prospect's. You'll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…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

Two stories of people attempting to swindle Big Tech. SponsorsRoutable - http://ohmyfraud.promo/routableAssembly - 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:Verified pro-Nazi X accounts flourish under Elon Musk [NBC]U.S. v. Evaldas Rimasauskas [SDNY]Lithuanian Man Extradited For Theft Of Over $100 Million In Fraudulent Business Email Compromise Scheme Against Multinational Internet Companies [DOJ]Man Pleads Guilty To Phishing Scheme That Fleeced Facebook, Google Of $100 Million [NPR]Lithuanian Man Pleads Guilty To Wire Fraud For Theft Of Over $100 Million In Fraudulent Business Email Compromise Scheme [DOJ]Leader of Fraud Ring Sentenced [FBI]North Carolina Musician Charged With Music Streaming Fraud Aided By Artificial Intelligence [DOJ]US v. Michael Smith [SDNY]Spotify Paid Over $4.5 Billion to Music Publishers Over the Last Two Years, So Why Are Songwriters Struggling? [Variety]A Billion Streams and No Fans [Wired]Owner And Two Managers Of Health Care Practice Agree To Pay $900,000 To Resolve Allegations Of Medically Unnecessary Testing [DOJ]

While changes to the low-income housing tax credit (LIHTC) will help address America's affordable housing shortage, there remains a significant gap to help renovate and preserve affordable rental housing'a gap that could be addressed by a proposed tax incentive that would allow nonprofit developers and property managers to raise capital from individual investors to finance those improvements. In this week's podcast, Michael Novogradac, CPA, Novogradac partner Kevin Wilson, CPA, and Peter Lawrence, Novogradac's chief public policy officer, discuss the proposal, including why there's a need, how it would work, where it is in the legislative process and how a new Novogradac working group is addressing the issue.

The Shocking Reality About Passive IncomeEver heard claims like I make money while I sleep or I earn six figures with no workIn this episode of the Asset Management Group Podcast, Moise Piram and Andrew Nida break down five of the most hyped passive income plays and reveal the real workload, risks, and moving parts behind each one.What we coverAirbnb arbitrage and the real cost of vacancies, city rules, and lease riskDropshipping margins, ad spend, and customer service realityAmazon FBA automation packages, policy changes, and inventory riskYouTube channel automation and what actually drives monetizationOnline course creation and why marketing never endsBetter ways to build durable incomeDividend investing, real estate with proper due diligence, and annuities as part of a planHow to align income strategies with your risk tolerance, taxes, and retirement timelineWhy a fiduciary plan matters for high earners in the United StatesIf this helped, like, share, and subscribe for more no-nonsense insights on financial planning, tax planning, and wealth management.Follow 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.Passive Income,ali abdaal,youtube automation,how to make money online,stock market,passive income ideas,passive income 2025,passive income investing,karlton dennis,youtube automation step by step,how to make passive income,youtube automation tutorial,shopify dropshipping,news,news today,live news,passive income ideas 2025,make money online,how to make money,how to earn money online,side hustle,AMG,affiliate marketing,faceless youtube channel,ANDREW   Passive income myths, Passive income truth, High income earners United States, Dividend investing strategy, Real estate income, Annuity income, Fiduciary financial advisor, Retirement income planning, Tax efficient investing, Cash flow in retirement, Airbnb arbitrage risk, Dropshipping margins, Amazon FBA automation reality, YouTube channel monetization, Online course marketing, Wealth management for executives, Income strategies for doctors, Income strategies for business owners, Risk adjusted returns, Evidence based investing#PassiveIncome #WealthManagement #HighEarners #FinancialPlanning #RetirementPlanning #DividendInvesting #RealEstateInvesting #Annuities #Fiduciary #TaxPlanning #CashFlow #IncomeStrategies #PortfolioIncome #RiskManagement #Airbnb #Dropshipping #AmazonFBA #YouTubeCreator #OnlineCourse #RetirementIncome #FinancialEducation #SmartMoney #InvestingTips #MoneyTalk #WealthBuilding #FinancialAdvisor #PersonalFinance #AssetManagement

Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast If you've built a portfolio between $2M and $7M, and you're either retired or nearing retirement, this video is for you. I'm Andrew Nida, President of Asset Management Group, Inc., and in this video you'll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy. You'll learn: The five critical factors we always review for clients in your asset-range (burn rate, age & RMD timeline, future tax rate, estate impact, bracket/IRMAA guardrails). The rules and traps you absolutely cannot ignore (taxable income of a conversion, five-year rule, state tax issues, Medicare surcharge risk). A multi-step plan built for those with $2M–$7M: how to measure, model, convert, monitor. Why 2025-2026 may be one of the last big windows for this strategy (thanks to recent tax law changes). Follow 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.roth conversion,Roth Conversion Secrets,finance,retirement planning,roth ira,personal finance,investing,financial planning,conversion,retirement income,social security,taxes,how to invest money,401k,financial advisor,tax strategies,estimated taxes explained,dave ramsey,financial education,ira,IRS,roth ira explained,roth ira vs traditional ira,how to make money,retirement,dividend investing,tax free,medicare,one big beautiful bill,Andrew Nida,Podcast,AMG

If you're curious how podcast interview marketing really works, what drives entrepreneurial success, and why relationships and adaptability matter more than ever, this conversation is a must-listen!Glenn Harper and Julie Smith sit down with Tom Schwab, the founder and chief evangelist of Interview Valet—a company that's helping entrepreneurs and thought leaders amplify their message through targeted podcast interviews.The Entrepreneur's Mindset: "I know what I want out of life and I'm just saying a job is not going to get me there. I'll work really, really hard, but I want to have more control in my life." - Tom SchwabIn this episode, Tom Schwab shares stories from his diverse journey: growing up in the Midwest, learning lessons in entrepreneurship from his grandfather, caddying at country clubs, and even running nuclear power plants aboard an aircraft carrier after graduating from the Naval Academy. Tom discusses how these experiences shaped his entrepreneurial mindset, how relationships serve as the ultimate currency, and why being psychologically self-employed is vital for team building.We talk about the origins of Interview Valet, the evolution of marketing through podcasting, and how AI is changing the game—and ask Tom to break down exactly how his company connects clients to their ideal audiences. He also gets personal, highlighting the mentors who've impacted his trajectory, the mindset necessary to pivot and grow, and what “retirement” means for a true entrepreneur.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.Here are 3 key takeaways:Relationships are the ultimate currency: Tom Schwab credits his grandfather's example for teaching him the lasting value of genuine connections in business and life.Entrepreneurship is an evolution, not a revolution: Whether you're born with the drive or are shaped by your environment, adaptability and curiosity open new doors and opportunities.AI is a tool—amplify your brilliance, not your noise: Embrace technology as an amplifier for your message, but remember that effectiveness still comes down to authentic engagement and adding value.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 & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper &...

How Much Monthly Income Can $250,000 Really Provide in Retirement? **Schedule your free virtual consultation

In this solo episode, Trevor breaks down real-world tax strategies that most accountants won't tell you about. From choosing the right business entity to leveraging legal tax loopholes, this episode is packed with information that can help you keep more of the money you earn. Trevor explains what questions to ask your CPA, how to structure your business the smart way, and what moves you can make before tax season to protect your profits.This isn't financial advice—it's insight from someone in the trenches who's tired of watching business owners overpay Uncle Sam.If you are ready to level up personally and professionally, go to joinrbo.com

Should the new temporary senior tax deduction change your Roth conversion strategy? Joe and Big Al spitball for Chris in Maple Grove, Minnesota, who wonders whether to keep converting to Roth now that the $6,000 Senior Bonus deduction phases out with higher income, today on Your Money, Your Wealth® podcast 554 with Joe Anderson, CFP®, and Big Al Clopine, CPA. Teri from Salt Lake City's broker has amassed $60,000 of losses in Teri's $1.1 million account due to tax-loss harvesting. When is enough… enough? Windy Chicago in Chino Hills, California, wonders what to do about their cost basis vanishing after transferring mutual funds to Vanguard, and Larry and Sally from Michigan are planning for retirement while facing significant health challenges. Can they afford to bridge the healthcare gap and still retire safely? Free Financial Resources in This Episode: https://bit.ly/ymyw-554 (full show notes & episode transcript) Retirement Income Strategies Guide Retirement Rebound: 5 Plays to Help You Score a Comeback - 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 00:56 - Should We Stop Roth Conversions for the New $6,000 Senior Bonus Tax Deduction? (Chris, Maple Grove, MN) 07:44 - Lost Cost Basis After Moving Funds to Vanguard. Now What? (Windy Chicago, Chino Hills, CA) 10:21 - Tax Loss Harvesting: When Is It Too Much? (Teri, Salt Lake City) 18:49 - Can We Retire with Rising Health Costs and Care Needs? (Larry & Sally Morgan, voice) 33:34 - Outro: Next Week on the YMYW Podcast

Mark J. Kohler, CPA, Senior Partner of KKOS Lawyers, Co-Founder of Directed IRA (no. 391 on Inc. 5000), and bestselling author, has built a career helping American small business owners and entrepreneurs achieve financial success. With over 25 years of experience and 10,000 client consultations, Mark's insights have cemented his reputation as the top-tier tax & legal expert, disruptor, and advisory mogul in the industry. His unique expertise has also been featured in national media outlets, including Fox, NBC, Bloomberg, Yahoo! Finance, Entrepreneur, Wharton School of Business, CNBC, The World Economic Forum in Davos, and the Wall Street Journal. He was awarded Monaco Voice's 40 over 40 and Tax Advisor of the Year at the Global Entrepreneur Festival.Mark's practical, down-to-earth advice reaches millions through his popular YouTube channels, weekly live training, and bestselling books. Mark's relatable teaching style simplifies tax and legal concepts for anyone looking to grow their wealth and reduce the stress of tax season.Through the Main Street Tax Professional Certification, Mark is training thousands of CPAs, Financial Planners, Lawyers and Enrolled Agents to deliver the same transformative strategies to their clients with confidence. His mission is clear: to equip Main Street American business owners with the tools they need to build wealth, reach their financial goals, and drive economic growth.Above all, Mark is a thought leader committed to empowering the next generation of advisors and entrepreneurs, ensuring they have the knowledge and resources to shape our economic landscape for generations to come.To View This Episode- https://youtu.be/3ojpQha33Gc#philfriedrich #whoknewinthemoment #podcast

Our Quarterly Goal Setting Process.

Send us a textIn this episode of The Wealth Vibe Show, host Vinki Loomba dives into one of the most overlooked yet highly profitable niches in real estate—campground investing. Joining her is Kevin Thueson, former CPA turned outdoor real estate mogul and co-founder of KCN Campgrounds, one of the fastest-growing KOA franchise portfolios in the U.S. Kevin reveals how he went from crunching numbers in a cubicle to building a campground empire—literally from the dirt up.

As the year draws to a close, savvy real estate investors know that the final quarter isn't just about wrapping up business—it's a critical window for maximizing tax benefits. This week Dean and Douglas explore why waiting until December to buy property is a costly mistake, and how proactive planning can set you up for financial success. Call your CPA today!Have any questions? Shoot me an email: dean@crestcore.comHere's the link to our Buyer Profile: ⁠⁠https://docs.google.com/forms/u/0/d/e/1FAIpQLSeixAZKwPNsO7mlBlt9qOkpBRFEVlFukV_9Rdzdsf6JNjz-Sg/viewform?usp=send_form&pli=1⁠⁠Dean Harris, VP of Sales at CrestCore RealtyDouglas Skipworth, Founder & Principal Broker at CrestCore RealtyPodcast production and design by Parasaur StudiosThis podcast is brought to you by:Griffin, Clift, Everton & Maschmeyer PLLC. https://www.gcemlaw.com/contact-us/CoreLend Financial https://www.corelendfinancial.com/contact_us.html CrestCore Property Managment https://www.crestcore.com/Triumph ConstructionRiver City Title Company

When Bob Doyle stepped into the role of CEO at the Michigan Association of CPAs, the world shut down three weeks later. Instead of retreating, Bob drew on his background in engineering and association leadership to reimagine what it means to be a CPA. On Episode 236 of The Unique CPA, he tells Randy he subsequently borrowed a pair of white sunglasses, embraced the "Coolest Profession Around" mantra, and set out to shatter the stereotype of accounting as dull. From Bob's sneakerhead sons helping him appeal to high school students, to ice rinks in Michigan backyards, to the real impact of private equity and AI on the profession, Bob and Randy explore how trust, joy, and innovation are keys to the future of accounting. Get the full show notes and more resources at TheUniqueCPA.com

There is no single path to success in accounting, and few people prove that better than Greg Kyte. In this episode of Future-Proof, we explore how Greg built a one-of-a-kind career that blends finance, comedy, and purpose in ways that challenge traditional ideas of what it means to be a CPA.Greg is the Controller and CFO at Riverwoods Medical Arts Center in Utah, but that is only part of his story. He is also a stand-up comedian, keynote speaker, fraud expert, podcaster, cartoonist, and MC, using humor to bring humanity and connection into a profession often seen as buttoned up.Originally part of MACPA's CPA Purpose series, this conversation digs into how Greg found meaning by bringing his personal passions into his professional life. Greg shows that joy, creativity, and authenticity all have a place in our work.If you have ever felt boxed in by what an accounting career “should” look like, this episode is your reminder that you can bring your whole self to the profession and make it a lot more fun along the way.ResourcesGreg Kyte LinkedIn ProfileMACPA's CPA Purpose CampaignGoing Concern commentary and cartoons by Greg Kyte

Taxes are often overwhelming but today I'm walking through a few important tax deduction categories for you to keep track of so you don't over pay in your taxes, and to make it much easier for your CPA.Mentioned in the show: ----Cost of doing business calculator.You can download yours for free at allheartphoto.com/codb----Sofi HYSAOpen a free High Yield Savings Account today and get a bonus $25 deposited in your account, just for signing up. allheartphoto.com/sofi----Gusto Contractor Payment AppReceive $100 back when you submit your first paid payroll paymentpodcast.allheartphoto.com/gusto----Mile IQ - https://mileiq.com/Track your car's mileage for easy tax savings----Showit Web Designer - https://showit.com/r/allheartThe best web design platform for easy custom designs and mobile optimized ability.Get a free month when you use my link.----List of 34 Self Employed Tax Deductionshttps://gusto.com/resources/articles/taxes/self-employment-tax-deductionsFollow the showWebsite: https://podcast.allheartphoto.comInstagram: https://instagram.com/witt.podYouTube: https://www.youtube.com/@wisdominthetangents

Send us a text

In this episode of The Cookbook, host Iris Goldfeder welcomes professional organizer Gayle Gruenberg to discuss the intricacies of organization, the psychological aspects behind clutter, and the unique challenges faced by individuals in various life situations, including divorce. Gail shares her journey from being a CPA to becoming a certified professional organizer, emphasizing the importance of understanding core values and the emotional connections we have with our belongings. The conversation also touches on the entrepreneurial spirit, the significance of body doubling for accountability, and the grace needed in the process of organizing. Listeners are encouraged to embrace their unique organizational styles and to seek help when needed, all while maintaining a compassionate approach to themselves and others. Chapters 00:00 Welcome to The Cookbook 02:20 Meet Gail Gurnberg: The Organizer Extraordinaire 05:46 The Unique Challenges of Organizing in Divorce 11:50 The Intersection of Sports and Collectibles 17:25 The Big O: Organizing to Your Core Values 23:26 The Psychology of Organization 29:25 Entrepreneurship and Organization: Finding Your Zone of Genius 35:02 Body Doubling: The Power of Accountability 40:47 Grace and Self-Forgiveness in Organization 46:45 Final Thoughts and Resources 1:01:13 What Light's Your Fire

In this episode of the Think MHK Podcast, 20 Under 40 honoree Courtney Ellis shares her journey from growing up in Kansas City to building a fulfilling life and career as a CPA at Sink Gordon and Accountants & Advisors in Manhattan, Kansas. Courtney discusses her unexpected return to the community, the firm's recent office relocation, and the benefits of Manhattan's size, diversity, and tight-knit atmosphere for raising her family. She reflects on her community involvement—from founding Girls on the Run to serving on the United Way board—while offering advice to young professionals about the value of humility and asking for help. Listeners also get a glimpse into her personal life, from family traditions and travel memories to her love of coffee and Ben Folds concerts.

If you receive all of your income by W-2, most tax filing software will likely give you results similar to what you would get if you had filed through a CPA, but for 1099 employees or those with mixed income sources, having the guidance of a professional can make a world of difference. Nathan speaks with CPA, John Briggs, Founder of Incite Tax, about the value of using a CPA for certain tax filers, some non-tax accounting services offered by CPAs that you can take advantage of, common tax deduction myths, and much more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: John Briggs, CPA; Air Date: 10/31/2025; Original Air Date: 1/6/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Send us a text

Welcome to another eye-opening episode of the Building Your Money Machine Show! Today, I'm sharing the 12 things I DON'T waste my money on as a 64-year-old millionaire. If you've ever felt the pressure to cut out coffee or deprive yourself to achieve financial freedom, let me tell you — that's not the secret. True wealth is about living consciously, and making sure every dollar multiplies your joy, not your regret.I'll break down the biggest financial pitfalls I've seen over decades as a CPA, entrepreneur, and mentor. These aren't just theoretical — I've made these mistakes myself, and learned how to dodge them to build lasting financial freedom. From subscription creep to “joy purchases” disguised as progress, chasing rewards and fads, buying for the future you, and more, I want you to be intentional about every decision.Building your money machine isn't about deprivation. It's about being smart — celebrating your successes, understanding where your dollars go, and making choices that feed your future wealth and peace. So if you want to know what really robs people of their freedom, you're in the right place!IN TODAY'S EPISODE, I DISCUSS:The real killers of financial freedomWhy lifestyle inflation keeps you stuck on the hamster wheelHow subscriptions eat away at your wealthGambling in the stock market vs. anchoring your wealth in boringThe cost of financial complexity, and why simplicity always winsWhen DIY projects cost more than hiring a proBuying for the future you, instead of living and investing for todayRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/When You Get RICH, Tell NO ONE (Act Like You're Poor)12 Signs That Predict You'll Be a Multi MillionaireWhy Keeping Over THIS AMOUNT In Cash Is a Huge Mistake35 Years of Investing Lessons in 21 Minutes (From a CPA)9 Subtle Signs You're Building REAL WealthRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:When You Get RICH, Tell NO ONE (Act Like You're Poor): https://youtu.be/FailzpHkJBc12 Signs That Predict You'll Be a Multi Millionaire: https://youtu.be/ITi-nvwJPVwWhy Keeping Over THIS AMOUNT In Cash Is a Huge Mistake: https://youtu.be/P8vdriqlP-035 Years of Investing Lessons in 21 Minutes (From a CPA): https://youtu.be/uGmn1VppXSgORDER 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

Are you a broke business owner?

Our Strategic Work Trip Agenda.

Send us a textTracking expenses isn't just about saving receipts—it's about building a proactive, compliant financial foundation. In this quick-tip episode of The Private Practice Survival Guide, Brandon Siegel breaks down how to design a strategic tax planning system that keeps your business organized, audit-ready, and optimized for savings all year long.You'll learn how to:* Set up separate business bank accounts and integrate accounting tools like QuickBooks* Perform monthly reconciliations and maintain clean, accurate books* Conduct quarterly CPA reviews to stay compliant and proactive* Categorize expenses using Schedule C–friendly buckets for smarter tracking* Plan and pay quarterly estimated taxes without the stress* Identify often-overlooked deductions and credits (home office, mileage, professional education, and more)Leverage advanced credits and savings tools like WOTC, Section 127 student-loan assistance, SEP/Solo 401(k)/SIMPLE plans, and HSAs/FSAsIf you're ready to simplify your finances, strengthen compliance, and keep more of what you earn, this episode gives you the checklist to start the right conversation with your CPA—today. (Not tax advice.)Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

Today on the Digging in Podcast. Paul Nieffer, The Farm CPA, is an ag accounting expert. This week he provides insight on The One Big Beautiful Bill (OBBB) and opportunities available to farmers and ranchers. He also addresses tax policy and things to keep in mind for the new year. You can follow Paul's blog and stay up to date at FarmCpaReport.com Subscribe wherever you listen to podcasts to have Digging In sent directly to your smart device each time it's released! Host: Janet Adkison, Missouri Farm Bureau Director of Public Affairs Guest: Paul Neiffer, CPA, farmcpareport.com Producer: Jacob King, Missouri Farm Bureau Video & Audio Media Specialist

Welcome to a crucial episode of Build a Better Agency! This week, host Drew McLellan is joined once again by Craig Cody, a seasoned CPA and tax advisor renowned for his expertise in agency financial management. Drew and Craig jump straight into a timely and essential topic for every agency owner—the recent changes to 401k regulations that could have significant implications for your agency's compliance, retirement planning, and year-end financial strategy. Craig breaks down the new federal requirements affecting catch-up contributions to 401ks for anyone earning over $145,000, making the conversation immediately relevant for agency leaders and employees in higher income brackets. Together, Drew and Craig outline the steps agencies must take before the end of 2025 to avoid unpleasant surprises and penalties in 2026, including the need to ensure Roth provisions are set up within existing 401k plans and the importance of proactive compliance with auto-enrollment rules. The pair go beyond the headline changes, discussing how these adjustments affect not just owners, but also employees, and the risks agencies run if these details get overlooked. Listeners will also learn about valuable tax credits available for agencies that recently launched a 401k plan, as well as common tax strategies and deductions that many agency owners miss. Craig shares advice on how to make the most of tax planning meetings, the importance of documenting deductions, and how shifting from a simple IRA to a 401k can yield significant financial and retirement benefits for both owners and staff.   Don't let year-end compliance slip through the cracks—this episode is packed with actionable insights you need to update your retirement plans, review your tax strategies, and make informed decisions before another fiscal year closes. If you want to keep more of the money you make, provide competitive benefits, and avoid costly mistakes, you won't want to miss Craig's expert guidance. Tune in now and start building a better, more financially resilient agency.   A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: Critical 401k regulation changes agency owners must address   How new Roth contribution requirements affect high-earning employees Strategies to ensure compliance and avoid costly IRS penalties Why proactive communication with your 401k administrator is essential Opportunities for new tax credits with recently established retirement plans The urgency of year-end planning and regular discussions with your tax advisor Maximizing tax-saving strategies for agency owners and their families

Aligator Tours and Tax Savings.

What does it take to finance a business transition or acquisition? In this episode, Laurie Barkman sits down with David Miller, Executive Vice President at Enterprise Bank, to demystify lending for business owners — from SBA loans to insider buyouts. David shares how banks assess deals, why management continuity matters most, and how entrepreneurs can become "bankable" when it's time to grow or exit.

Andrew Jordan, a CPA specializing in IT services and managed service providers (MSPs), discusses the implications of recent tax code changes for MSPs. The new legislation, referred to as the "big, beautiful bill," has introduced significant modifications, including the reinstatement of 100% bonus depreciation. This allows MSPs to write off the full cost of new servers and equipment in the year they are put into service, which can greatly benefit their financial planning and tax strategies.Jordan also highlights the expansion of Qualified Small Business Stock (QSBS) provisions, which can enable certain small businesses to sell their stock without incurring taxes. This is particularly relevant for MSPs considering an exit strategy, as it can mean retaining more of the sale proceeds. However, to qualify, businesses must be structured as C corporations, which is less common among MSPs that often operate as S corporations. Jordan emphasizes the importance of planning and understanding the implications of this structure for future sales.Additionally, the conversation touches on the Research and Development (R&D) tax credits, which are broader than many realize. Activities such as developing new automation scripts or configuring server setups can qualify for these credits, potentially leading to significant tax savings. Jordan advises MSPs to track their labor costs and time spent on R&D activities, as this can help determine eligibility for credits and refunds.Finally, Jordan addresses the potential changes to overtime deductions and the importance of aligning with a CPA who matches the business owner's risk tolerance. He encourages MSPs to stay informed about these evolving tax regulations and to consider how they can optimize their financial strategies in light of these changes. The discussion underscores the need for proactive financial planning as MSPs prepare for future growth and potential sales.

We meet with Chris Badulescu, CPA and Owner of AZ Easy CPA, who's mission is to remove overwhelm, reduce stress, eliminate the “number headaches,” and help business owners feel lighter through better accounting strategy, clarity, and support. On this episode we discuss building smarter financial systems, becoming more proactive (instead of reactive) with your numbers, the biggest mistakes business owners make, and why creating an easier relationship with money and tax planning can unlock more freedom - not more burden.Connect with AZ EASY CPA: Website: https://azeasycpa.com/Facebook: https://www.facebook.com/azeasycpaConnect with the Finding Arizona Podcast:YouTube: https://www.youtube.com/@findingarizonapodcastInstagram: https://www.instagram.com/findingarizonapodcast/Facebook: https://www.facebook.com/findingarizonapodcastWebsite: https://www.findingarizonapodcast.com/LinkedIn: https://www.linkedin.com/company/finding-arizona-podcast/Twitter / X: https://twitter.com/findingarizonaPRODUCTION:Ready to start your own podcast? Found-House powered by The Finding Arizona Podcast is your best find!Want to be a guest or a sponsor of the show? Send us a message on the https://www.findingarizonapodcast.com/contact SPONSORS:SeatGeek: Get a $20 discount on your tickets with code FINDINGARIZONA at seatgeek.com.

In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden. Related Podcast Episodes: Ep 307: Unlocking the Power of Trusts: 10 Different Trusts & How to Use ThemEp 180: How does a Charitable Trust work?Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPARelated Financial Education Videos:What is a charitable remainder trust (CRT)? Reduce Your Taxes and AGI by Giving to Charity Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!