Podcasts about CPA

Share on
Share on Facebook
Share on Twitter
Share on Reddit
Copy link to clipboard
  • 4,345PODCASTS
  • 13,803EPISODES
  • 35mAVG DURATION
  • 7DAILY NEW EPISODES
  • Dec 6, 2021LATEST

POPULARITY

20112012201320142015201620172018201920202021


Best podcasts about CPA

Show all podcasts related to cpa

Latest podcast episodes about CPA

Badass Manifester Podcast
Fuel for a Successful AF Biz Ft. Katie Ferro | Ep. 192

Badass Manifester Podcast

Play Episode Listen Later Dec 6, 2021 38:03


On today's episode, Ashley is joined by Katie Ferro, licensed CPA, professional bookkeeper, business coach for bookkeepers, and mama to three little ones. Katie is all about empowering and helping her fellow entrepreneurs unlock their ability to effortlessly see their profits, increase them, and stay within their zone of genius by making bookkeeping a breeze.Listen in as Katie emphasizes the main energy fuel you need to make any business profitable and successful AF. “Building your business gets to be very easy once you're good at what you do.”Whatever industry or biz you choose, recognize this :arrow_heading_down: Mastering your craft is your first class ticket to creating the client transformations that become your amplifier to attract and call in even more of the clients you deserve. Remember, there is only one YOU. Your own unique ability to connect and provide the service you're offering is needed to help others see the limitless possibilities that are already available to them. So, be rooted in your mission of service to others who need your support and expertise. Ultimately, you have to trust in your own :sparkles: magic :sparkles: and watch your biz skyrocket from there. Listen to the brand new Badass Manifester podcast episode Fuel for a Successful AF Biz Ft. Katie Ferro now! :arrow_down:More From Katie Ferro:Follow her on Instagram: instagram.com/orderlyaccountingbykatieOn the web: www.katieferro.comJoin Katie's community: The Bookkeepers' CornerMore From Ashley:On the web: thequantum.coachFollow Ashley on Instagram: instagram.com/thequantum.coachBig Coach Energy Shop: bigcoachenergy.comBig Coach Energy Toolkit: bit.ly/bcetoolkit Apply to the Quantum Coaching Academy: quantumcoachco.com/qca-2021

Wiser Roundtable Podcast
Tax Differences Between an S Corp, C Corp, and LLC

Wiser Roundtable Podcast

Play Episode Listen Later Dec 6, 2021 25:10


On today's new episode of the Wiser Roundtable Podcast, Jordan Sute, CPA, joins Casey to talk about the tax differences between an S Corp, C Corp, and LLC. In 2009, there were 560,000 new businesses formed. In 2020, there were 804,000 new businesses formed. Every year, there are more companies being formed in America. In light of that, we wanted to go down the list of business classifications and discuss each individually. Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us Connect: Website: https://wiserinvestor.com Facebook: https://www.facebook.com/WiserWealthManagement LinkedIn: https://www.linkedin.com/company/wiserwealth Instagram: https://www.instagram.com/wiserinvestor Twitter: https://twitter.com/WiserWealthMgt Podcast: https://podcasts.apple.com/us/podcast/wiser-roundtable-podcast/id1518052439 YouTube: https://www.youtube.com/wiserwealth

The Modern Craftsman Podcast
#195 Tax strategy & Asset management (MUST LISTEN)

The Modern Craftsman Podcast

Play Episode Listen Later Dec 6, 2021 137:16


Sherri Mahoney (Taxing Matters) and  Bill Oneill & John Gentry (Asset Strategy) Join to talk about the importance of working with a CPA year around to maximize your finances.  Follow our guest: https://www.assetstrategy.com/craftsman https://taxingmatters.com/ www.AssetStrategy.com Episode brought to you by: https://www.durationmillwork.com/ https://podcast.renorun.com/moderncraftsman Where to find our hosts: Nick Schiffer  https://www.instagram.com/nsbuilders/ https://bit.ly/nsbuildersyoutube Tyler Grace  https://www.instagram.com/trghomeconcepts/ John Hourihan https://www.instagram.com/heresjohnnyh/ https://www.instagram.com/vintagebuilders/ The Modern Craftsman https://www.instagram.com/the.moderncraftsman/ Music: "Dessert" by Nate Gusakov https://www.instagram.com/nategusakovmusic/

Your Shopify business is a journey. We help navigate and accelerate growth in the complex world of ecommerce.
Turbo-Charge Your Growth By 25-50% With First Party Data & Machine Learning

Your Shopify business is a journey. We help navigate and accelerate growth in the complex world of ecommerce.

Play Episode Listen Later Dec 5, 2021 62:15


In today's episode, my guest is Richard Harris, the CEO, and Co-Founder of Black Crow AI. Their mission is to help Shopify merchants turbocharge their new customer acquisition, at lower CAC, via machine learning. Using only 1st party data inside Shopify, Black Crow predicts the future value of 100% of your site visitors, in real-time as they shop--how likely they are to purchase, repeat purchase, or subscribe in the future. They activate these predictions for you in any acquisition channel so you can target and bid much more efficiently at scale. Brands are seeing 25-50% more new customers from paid marketing, all at a better CPA.EPISODE SPONSORToday's episode is brought to you by Fast Simon, a leader in AI-powered shopping optimization for Shopify brands. See acast.com/privacy for privacy and opt-out information.

Sunday Service
11-28-21 | Fayetteville Subject To Deal Breakdown With Ted Miller

Sunday Service

Play Episode Listen Later Dec 3, 2021 49:47


The Solarpreneur
How to Not Blow All Your Money in Solar - Austin Underwood

The Solarpreneur

Play Episode Listen Later Dec 3, 2021 46:03


DOWNLOAD SOLCIETY APP NOW! Speaker 1 (00:03):Welcome to the Solarpreneur podcast, where we teach you to take your solar business to the next level. My name is Taylor Armstrong and I went from $50 in my bank account and struggling for groceries to closing 150 deals in a year and cracking the code on why sales reps fail. I teach you to avoid the mistakes I made and bringing the top solar dogs, the industry to let you in on the secrets of generating more leads, falling up like a pro and closing more deals. What is a Solarpreneur you might ask a Solarpreneur is a new breed of solar pro that is willing to do whatever it takes to achieve mastery and you are about to become one.Speaker 2 (00:42):What's going on Solarpreneurs, we're back with a another episode, and this is another feature we have with our recent sponsor on the show, and that is pipes in to get. So we've got the man behind kind of the, I would like maybe like the scientist behind the scenes working on the backend of all this. So he's going to give us yeah, just get a stoked about pipe syndicate. Tell us a little bit more about what's going on. So we've got Austin Underwood on the show, Austin. Thanks for coming on with us today.Speaker 3 (01:11):Yeah, thanks for having me today. Yeah, so we I came on to talk about a company that we've been involved with and Taylor's been doing some stuff with called PI syndicate. It's basically a program that we've decided as a mastermind to help solar wraps any real wrap in the door door industry, but primarily solar. I mean, you get all these kids that are coming in to do quite a bit of money all of a sudden, and they don't really know what to do with it, or maybe they're not as smart as they, as it could be. And they don't really know that. And so we help them manage and kind of help really just manage that money. So we're, we're helping them utilize our skills to make that money go further for them as they're, as they're younger and they don't know what to do with it, or they just don't know how to get into certain aspects of, of the investment pools that they want to.Speaker 3 (01:58):And then a big portion of that is tax mitigation. So we help mitigate the taxes on your income side. And we do that a numerous of ways. I mean, we really just decided that we needed to start something that would help out the reps. I there's so many different companies that come in and help the owners, the CEOs, the high level executives. Everybody wants to take care of those guys, but nobody's really talking about, you know, that, that new rep that just started in solar, that you know, is going to crush it and make, you know, 250 K this year, that just came out of nowhere. And and nobody helps that kid, right? He, he gets his tax bill. He goes to a CPA. He thinks he's doing everything the right way. And he doesn't really know that there's a different way to do it, or there's more opportunities than he really thinks there are.Speaker 3 (02:40):And so we wanted to start something that would really help, not only the companies, because we have corporate memberships, we have memberships that include CEOs and owners and things like that, but we wanted a lower level package for the reps. So I rapped could afford it. And a rep could come in and, and say, Hey, I don't know what to do here. I don't know how to file these. I don't know what the right expenses should go, where we just take care of all that for you. We've designed it to be a white glove service. That'll just take care of it for you.Speaker 2 (03:10):That's awesome. And it's cool. Cause you guys have, you know, different packages, different levels. So there's really no excuse for anyone not to being, be getting help from you guys financially. Cause yeah, I mean, yeah, they're lower packages. Maybe it's just the taxes you want done.Speaker 3 (03:24):Yeah. Well, and we, we do the three packages. There's about three main ones and we do them for a reason is we really want, you know, we go anywhere from 5,000 to 30,000 and we do that because we know that there are different needs for different people. Some people aren't in a place this year, you know, some of those new reps, aren't in a place to need all of the benefits with a 15 and $30,000 package, but they definitely needed a $5,000 package and, and vice versa. Some guys are too far. But what, what we do allow is as you grow, we grow with you. So you eventually can move into those spots and not have any problems.Speaker 2 (03:54):Yeah, that's awesome. So yeah, we're going to talk more about that and get into more detail here, but I wanted to hear from you, do you Austin, we were talking yesterday and you told me your background. What's really cool. Austin has just kind of the rags to riches story. I grew up in pretty humble beginnings and all that. So I wanted to see if you would tell our listeners kind of like your upbringing, your story with that, and then how you got more involved in like, you know, door to door and like financial side of things.Speaker 3 (04:21):Yeah, absolutely. Yeah. So we, we we grew up in Utah, so we're from salt lake city, Utah, but we grew up in a little suburb subsidiary section and a Ned called Magna super far west. And it's a, it's a really humble little city. I mean, it's, it's really small compared to most cities in Utah. We we struggled a little bit with, with financial matters and you know, it wasn't like I ever went without things for the most part. I mean, there was a few times that, you know, things got a little, a little sketchy, but for the most part, you know, we, we made it work and, you know, I think for the time and the era, you know, my parents were bringing in like $30,000 together. Like both of them were working, full-time multiple jobs at one point. And you know, it was just hard to figure it out. Right. You know,Speaker 2 (05:07):And you're not that old, so that's right. Yeah. Cause some people are like, oh, maybe he's maybe Austin's like 60 years old.Speaker 3 (05:14):Yeah. I'm only 25. And I I just decided like, you know, at a young age, I, I'm not going to live like this. I can't, I can't do this, this isn't for me. Like not even just the money, but just the security behind what the money brings. Right. It's really not about the money it's I wanted to be able to first off utilize how to use the money. So what do I need to do to keep the money that I'm going to bring in? Right. Not just trying to generate millions and millions of dollars. Like I think most people think, right. You could have a million dollars but use it the right way and still have more money than somebody with $5 million that uses it the wrong way. Right. Yeah. And so that's kind of where, where I started out and I really was just like, yeah, there's gotta be something I can do.Speaker 3 (05:53):So actually, one of my first jobs as I went around to a local restaurants and things like that, and I was like, Hey, that disgusting garbage brick wall thing that you guys keep your garbage Kennan. I'll scrub it out, you know, for like 20 bucks an hour, I'll come every Saturday and I'll do it all. I just ride my bike over there and you know, I was like 13 years old and I needed money for something. Oh, I, well, I wanted to go to a T I wanted to go on a trip to New York city to visit my uncle. We were never really able to go on any sort of traveling trips. I didn't really start to travel until I got into my early twenties when I could pay for it myself. The, the most I had ever really traveled as we would drive somewhere, anywhere we could drive, we could kind of go, but that was it.Speaker 3 (06:32):I had never been, I didn't get on an airplane until I paid for my ticket by myself. And I just happened to be 13 years old. But I just, I just, I went crazy all summer and I just hustled as hard as I could. And so I started doing that and I got that company up pretty, pretty good. I think I was doing at one point like 50, 50 restaurants within riding, riding, riding my bicycle distance. So there's a big street. If you drive out to 5,600 west where it's just lined with restaurants up and down, both sides of the street. So I just went and talked to every, every single one that I could. And, and I had an uncle that was in the franchise world and he was like, well, yeah, you can come do you know mine? And I was like, okay, you'll let me come do these.Speaker 3 (07:16):You already agreed to it, but here's the catch. I don't have a car. I can't drive on 13. So you gotta come get me and take me to all these things. So I made him come and pick me up and go do that. And so that's kind of where I realized like, okay, so if I do this something by myself, I'm obviously gonna make a lot more money. I have to rely on anybody else. I can do the work myself. And so that's when I kind of was like, I got to a point where I actually had a little bit of money. And so I thought I have to figure out how to manage this money the right way. And so I started just kind of doing, taking some small classes doing some college stuff, you know, some community stuff kind of going through and figuring out like, you know, how do I do this? How do I do that? What's the tax side. I mean, you know, what is the tax sides of these mean?  Speaker 2 (07:57):That's cool. Most, most people aren't thinking about that. Well,Speaker 3 (08:00):They're not right. And I think that's the problem is that I don't think that there's enough education for people available. I mean, cause it's out there and you can find it, but how hard is it defined? It's a lot easier to find a dumb video of, you know, a super rich kid online doing something stupid with money. So that's the envision people have in their head and I needed, that's not real. And so I was like, I have to figure out how I can manage this money the right way.Speaker 2 (08:23):I think that came just from like your upbringing and seeing that you guys learned growing up. So you're like, okay, I want to figure out how to like,Speaker 3 (08:29):Yeah, a hundred percent. I don't think my goal in life when I decided that I wanted to be able to make some money. My goal was never to be the richest man in a room. My goal was to be stable. That's all that I wanted. There was so much unstability growing up in a poor family and you know, things just are all over the place. So I wanted the stability of what the money could bring. And so my idea was never to make a lot of money. I mean, in theory, that happens, I guess, where you, you do make good amounts of money being pretty strategic and smart and cautious about what you're doing. But for the most part, it's really just, I wanted the street, the strategic ability to be safe and content, right. Savings accounts, things like that, that most people are like, not important. I can do that later. Well, that's not true. You need to be doing that now.Speaker 2 (09:16):Yeah. That's a good point. And that's cool. And so you were in a, were you already in college at that point or was this still in high school? You're doingSpeaker 3 (09:25):No. So it was, it was still in high school. So the high school that I went to had a a secondary program where they'd ship you out to a college campus, just the slick campus, the community college campus. So I was doing some classes from high school to try and get some of that knowledge that I wanted for that.Speaker 2 (09:40):Okay. That's awesome. And so yeah, especially, I'm sure you can agree with social media and everything. Like you're seeing, you're just seeing people flash the big cars and how many people I mean, I have people I know that just got, make rent, they fancy cars and all that. Just go show it off on social media and then they're not actually making that type of money. Well, yeah,Speaker 3 (10:00):Exactly. It's funny. Cause you, you really see the difference between somebody that has a lot of money and somebody that doesn't right. Like you can tell the difference, you know, and it's about, you know, and I think that's just my, my analytical analytical mind thinking is like my thought process is, is the dude that has more money lives in a normal size house drive normal cars. He's not spending money on frivolous things that he doesn't need. Right. The ones that need to feel like they have more money than everybody else push out the other way. And there's nothing wrong with that. If that's the life you want to live, do it by all means, just make sure you can really afford it.Speaker 2 (10:35):No. Yeah. And what's cool is you guys, won't talk more about this, but you guys are teaching people that like kind of have the best of both worlds. You got your clients that have the nice cars and all of that, you know, getting it probably off a passive income, they were using it like is avoid taxes, things like that. Yeah.Speaker 3 (10:50):Well, and that's yeah, we, we definitely don't want to refrain from people buying the things that they want. Like that's our goal isn't to say live, you know, as frivolously as possible. Like we, I, there was, I had a conversation with a guy yesterday and I was like, you know what? I think the best ideas of what you should do is go buy $140,000 car go buy that Tesla model X, you know, that new plan version just launched. And we went through why it was something that he wanted and I went through why it was actually tax advantaged to him to do that. And so we go through both, both sides of life, obviously there's a fine line to walk amongst. But we're definitely not a group. That's going to say, you know, go buy the Corolla over the Tesla. Like that's not something that we want to do. We want to help you get what you want, get it when you want it and make it work for you the best.Speaker 2 (11:42):Yeah. That's awesome. And yeah. And Austin, how did you get more involved in kind of like, you know, the door to door space and I know you worked with door to door experts, those nails for awhile. So how did, you said you got in the, kind of the financial education, how did you transition into kind of helping the doorstep?Speaker 3 (11:59):Yeah, so-so is actually out consulting some other companies on on financial footings and things like that. The financial foundations, I actually just wrote a book about it. That's going to be launched with a PR company out of Alabama. But so I was, I was kind of doing that. I was, I was, I was consulting those other companies on the financial structures, like the very beginning basics, right? Like the foundations of the financial processes that they were missing. And and I had a guy that I knew that was working at the D experts. He was there in intro CFO. He's just kind of filling in as Sam was trying to find somebody else over at the door to door experts. And and he called me and he's like, Hey, you know, this is a really cool opportunity.Speaker 3 (12:46):I really liked this guy that I'm working for. You should come over and interview with me and see if it's something that you would even really think about. And I was like, okay. Yeah. So I actually went over there to to do that with him. And, and the position that he was looking for was actually a just somebody to kind of help oversee his books and, and do some of this stuff. And all internally, it was all internal when, when I first was over there and I went to him and I was like, Hey man, look, you know, we've had the bootcamps and they, you know, they have these events that everybody's coming to. And I was like, I really think that there's a bigger market for the door to door industry that people just don't know about.Speaker 3 (13:21):I think all these company owners, aren't, aren't realizing how much more they need to pay attention to the financial sides of things. Because I think, and I especially learned in the learning as I'm going through the door to door industry more and more is they're so sales focused, right? Everything that they, everything in their mind can be fixed with more revenue or revenue, more sales like that, that's their job. That's what they're good at. That's what the exact day, no. Or that had exactly that, how to do that. And so we're able to, I was able to say, look, look, there's a secondary system to this. The admin side is no fun. Nobody likes it. But the admin site includes the financial footing. It includes, you know, the staff, they experience like all of these things, the operations that aren't as aren't as known or, or not as practiced.Speaker 3 (14:04):And so I was able to convince Sam, like, we need to come in and do this and I'll go out and do this. And I started traveling, you know, to company, to company. I was going twice a week out to Atlanta, then Washington and Illinois than Idaho, just kind of everywhere. And it really just started to blow up. And so it really became a a staple to the, to the door. And her name is like, Hey, we're not only are we a consulting company, but we're a consulting company that, that helps you with your finances, which is pretty unknown. Like you have to hire somebody basically just to take it over. I was showing these owners how to help them. So not just doing it for them and then leaving them and saying, well, if you want me to do more, it's, you know, another $10,000 or, you know, these, these companies, these CFO guys they're expensive. And so if you could learn to do it by yourself, when you want to, right. I mean, we're all hustlers out here. That's what we're doing. You know, slinging doors is not an easy job, so anything else we can make that easier for that? You don't have to cost you a fortune, you know, we wanted to be able to be a part of that.Speaker 2 (15:04):Awesome. And so I'm sure you had a lot of experiences seeing what people were, I don't know, not focusing on mistakes. I'm sure they were making, is that a lot of these companies, they not even have CFOs and they were just kind of trained to do things. Yeah.Speaker 3 (15:15):So a lot of these companies, they didn't have CFOs, they didn't have bookkeepers, they didn't have anything.Speaker 2 (15:20):Wow. And so you would help them set that up and run it.Speaker 3 (15:24):So I would do a few different things. I think the majority of the companies that will lend to either didn't have QuickBooks or some sort of a CRM or not CRM at some sort of tracking tool for their actual books. And so I helped them kind of figure it out. Some of them did. But I, I worked with the systems they were using and they weren't awesome. And so I would either convince them to switch or I didn't, and, and either way was fine. I, I really have a bias towards QuickBooks. I just know it really well. I got my certification in it because I wanted to be the best at it. And obviously things have changed and I'm probably not the best at it anymore, but you know, there's a point in your career where you don't do some of the things that you used to do really well. Yeah. But aSpeaker 2 (16:03):Cookbook is pretty, pretty, somewhat simple. It'sSpeaker 3 (16:05):Super simple. I mean, it's just really intuitive. Like it knows what the customer experience should be. And so I really liked that, especially with owners that don't want to push a budget to a financial footing or a financial team it really just makes it easy for them to be like, all right, I can set up all this automatically. And then I never have to go back in here. It'll just kind of do it by itself. And so it's really easy to do. You just have to know what you're doing. Yeah.Speaker 2 (16:26):Awesome. And so cool. I know you gained a lot of experience doing that, working with Sam, seeing other companies, I'm sure. Learning from their mistakes, things like that. And now you're a CFO. I hear it's a, you're in, that's the name? Green energy coercion.Speaker 3 (16:40):Okay. And yeah, and then PI send the kid as wellSpeaker 2 (16:43):By any yet. And so yeah, you guys are doing incredible things. We just talked with Josh and Jerry on the podcast who were also part of that. And yeah, it's been really cool seeing how you guys have things set up structured and you really focused on teaching these reps. I was just talking with Josh about not just like selling, but all kinds of aspects of it. And I think you teach your guys the finances, you teach them the social media, teaching their recruiting. That's really cool to see. And so what gave you I guess why, why did you guys start pious indicate and what's what's kind of your whole goal around that. I know you talked a little bit in the beginning, butSpeaker 3 (17:19):Yeah. So I would say the main reason is that is that me and Jerry have been around enough companies to know how much is truthfully going wrong. Even without people knowing what's always wrong. And so just being able to compile a by, you know, I've probably consulted upwards of 200 companies by now. And so being able to see that many different companies doing that many different styles and that many different types I think it's really drove the pie syndicate drive because we were, we were sitting in a room and we were talking about we were actually in St. George at, at Jefferson JKRs office. Well, that's where we first started talking about PI syndicate and doing some of this stuff is, is out there with Jefferson. And we were just talking about, you know, there's so many mistakes they're being made every day that I don't think people know that they're doing anything wrong.Speaker 3 (18:09):And so how do we create a, something that not only it can be an outreach program for them to learn about it, but something that like a mastermind that will really help them learn. And so we developed by syndicate off of all of the bad things that we've seen happen in solar and in past, and, and in roofing, like we took all of the bad things that we could find and all of the things that people didn't know or that we had seen, even if we only had sought once we still brought it to the table. And and so that's kind of where we got the drive for, for PI syndicate. And what we want to do with it is really get the knowledge out there. You know, there are masters masterminds all over the place and, and they're all great. And so I thought, you know, it's not going to be that hard to push one more.Speaker 3 (18:50):That that really is something that truthfully helps people that really makes them, you know, learn and experience things in a different way than they ever have before. And, and I mean, it really is something different. And so we even are so confident in what we're doing. You know, we, we went in to the drawing board and we said, look, we, we want people to know exactly what we're here for. And so we actually do something very unique. You know, when was the last time you were able to go to your CPA and say, Hey, if you don't save me more money than I'm paying you, I'm out,Speaker 2 (19:18):Right. That's a pretty strong guarantee, pretty strongSpeaker 3 (19:22):Guarantee. So we actually guarantee our, our pricing. So if we cannot save you more than what you paid us we'll pay you the difference in what we don't save. You were, we'll, we're willing to put our own money up to bat to say, we know what we're doing, and we know we can do this, let us show you. And if we can't do it, then you're right. And here's, you know, here's that difference backSpeaker 2 (19:42):Incredible. And it's like, why wouldn't you do it with that guarantee? You don't hear it out from CPAs or financing.Speaker 3 (19:48):Never, never. And so we want it to be different. We want him to be able to push our name out there differently. And that's how we've decided that not only do we have the knowledge we know that we do, but you know, a lot of people don't put their money where their mouth is. And so we thought, you know, we're going to be the first to do that.Speaker 2 (20:02):Yeah. Now it's really cool. Cause I've heard a few just, you know, Mikey, you guys hopping on calls with people and it sounds, it seems like it's almost the same exact things they're hearing from their CPA, the exact same thing. Oh, they told me to do this. I'm going to owe this much in taxes. And then you guys are just telling them, you know, the same, it's the same stuff. They hear it from everyone. Cause all that is pretty standardized advice. I mean, they're, they're telling you the same stuff over and over. Yeah.Speaker 3 (20:27):Actually we make jokes and, and we say, you know, CPA firms are like our silent partners. Every time they go and talk to a CPA firm, they always come back and follow up with us and see the difference in and switch over. And so we, we, we, we joke and we call them our pro our silent partners. But but it's true. I mean, we were actually just having a conversation with a guy the other day yesterday. And he went to a CPA and he's like, okay, you've got to spend 150,000 to $200,000 to save 60,000 in taxes, but you're still going to have to pay 40. And me and Jerry just dropped that. We didn't even know what to say. We were, I mean, we were stunned. We were like, that's an incredible observation to give somebody, spend $200,000 to save 60 bucks, but you still have to pay 40,000 times since at the end of the year.Speaker 2 (21:14):Hopefully they have a lot of money.Speaker 3 (21:16):I'm like, that's, I'm, you're, you're talking about, okay, well, if you go spend $260,000, then I can get your tax bill down to authority. How does that make any sense who would want to do that? Who thinks that that was a good idea to, to offer it as a buy. And it's just something that you see every day, the CPAs are doing everything they're supposed to, if they're not doing anything wrong and I'm not talking about it with them in any way whatsoever we've just dedicated and prided ourselves on monitoring the changes that happen when they happen categorizing expenses correctly what the mileage is, right? Offs are things like that. That just, most people don't think to dive deep into that are a really big difference that make a huge difference to not spend the 200 K to save.Speaker 2 (22:03):Huh. Right. Yeah. No, that's really cool. And do you think I mean, like you said, there's a lot of good CPAs out there and I know they're doing, you know, the best with their resources and everything, but do you think it's that they don't have the knowledge on these things or they don't want to like necessarily tell them to do these things?Speaker 3 (22:21):I don't, I don't, I don't know. Honestly, I think that there are definitely CPAs out there that have the knowledge to do it. I do think that the CPA certification itself gives them some pushback on what they can and cannot offer people to do. And so one of the things that we really do differently is we actually have our CPAs on staff. But me and Jerry are not CPA. So we run everything through CPAs, everything is done the right way. Everything is above board. We're Uber transparent with everything that we do to refrain from any sort of auditing. Or if you do get audited, it's knocking the park as long as we've been in it long enough. And we're doing everything that we're supposed to be doing the right way. I mean, there's no way that you're going to fail an audit.Speaker 3 (23:05):It's just not every once in awhile, there's one weird little thing that that gets passed or, you know, something that they find that's just really weird and random, but, you know, for the most part it's, it's pretty solid. Yeah. But I do think that, I think that that's really that I, I don't think that it's still, they don't have all the information. I don't even think that this, they don't want to share the information. I think that there are certain things that they just can't do, or they're not allowed to talk about because they have specific certifications and they don't need to get their certifications taken away. I mean, that's not worth it to do that for them. And I, and I wouldn't suggest they do that either. Yeah,Speaker 2 (23:37):Yeah. No, that's good. That's good stuff. Yeah. Cause it's like, I've worked with a lot of CPAs too. And and some of them have, you know, finance coaching, do they type stuff they do. But the disconnect I've seen too is a lot of times they don't, they're not all communicating with each other. Like, you're talking about how you guys have it kind of your own internal CPAs. You're communicating with them. So everyone's on the same page or they gave me this advice. This is what's going to happen where other you know other CPAs I've worked with like, yeah, I get advice from one thing, but their CPA is not gonna necessarily help me do that. And then me not having good financial knowledge necessarily. I don't, I don't know necessarily how to like explain to them, well, Hey, I want to do this. Or this is what's best because they're just all me kind of the one size fits all stuff.Speaker 3 (24:22):And it's interesting, I think, and one of the things that we do differently than that as well is we're, we're pretty limited on the capacity we want to grow at because I think that's the problem. I don't think that it's, that they're not communicating. I don't think that it's, they don't know what they're doing. I think that they just grow so rapidly. They really just say like, okay, you're one CPA. You handle these 50 clients, but then this other CPA is gonna handle these 50 clients. And when this guy goes on vacation, this guy's kind of picking up that slack. But then there's the disconnect because it's not his actual client. So I think the scaling is just too fast. They just don't know how to keep up with it. They might just add some people do it. Great. I mean, there are massive CPA firms out there that just crush it.Speaker 3 (24:59):I think H and R block is huge. They're nationwide. They're everywhere. Obviously they scaled it up at a very scalable rate, but I feel like for the most part, you know, those are just generalized CPAs. They help random regular people. Yeah. You know, do their taxes and stuff. So they're not really going to go that extra mile for somebody like you, who's on the doors who's knocking, who's got, you know, LLCs and things like that that are quite a bit more to actually function through the actual filing. And so they, you know, they don't really want to do any of that. So they don't push that extra mile to do that, which is fine. They probably don't get paid to do that. Honestly, they don't.Speaker 2 (25:33):Yeah. And that's, what's cool. You guys are guaranteeing it too. I'm sure you guys back in it, it's like, you want to know it it's right.Speaker 3 (25:40):But then that's why we, we do you know, that's why we limit our, our capability of growth is because we know how much we can, we can really truthfully take on and still keep a truck in the way we want to. And so we're, we're pretty particular about who we want to let in and where in the, in the, in the stages that we have. And so it's more along the lines of, we definitely want to help everybody. We can help. But we want you to, we want you to come to us or, and say, Hey, look, this is what I've got is what I have. And then we would, we would literally sit down and do a call with you and say, you know, this is the plan. I think you should be a part of, this is why this is what I think we can help with. And this is how fast I think we can get it done in, in, in addition to the filing and the bookkeeping sides and the white glove service of it. All right. Mikey offers some specific coaching with it that he does with these guys. I mean, he's been on calls with these guys every day, seven days a week. I mean, he'll call it, he'll talk to anybody whenever they want to talk to them.Speaker 2 (26:31):Yeah. I know. He's helped me a ton. And that's, what's so cool about it. You guys have so much personalized attention. It's like weekly follow ups say, is this, how's this going? And yeah, I've never had this much just financial attention from anyone I've worked with. So yeah.Speaker 3 (26:45):And we do, we do some other cool stuff as well. You know, we really want to, to be able to get in person with these people, meet them face to face, have these conversations one-on-one. And so we we're down here in Las Vegas and, and we'll invite people down and want them to come and experience this with us and do these events with us. And the purpose of that is to have those one-on-one conversations, have the ability to sit down and have a personalized conversation about something that's a pretty uncomfortable topic to talk about to most people like you don't want to tell people how much money you make. You don't want to tell people how much trouble you're in or debt. And and that's why we need that personalized edge side to not just be the CPA that they kind of have to tell, but we want to be there, you know, be there and have a friendship aspect to it to be like, listen, dude, we, we got you, we're going to be able to handle it and take care of it. And we're going to be able to make sure that you don't ever have to do this again, but we have to have you tell us the truth. And so we, we need to be able to build that relationship to be there. Yeah.Speaker 2 (27:40):That's awesome. And so walk me through, you guys have people coming on and like if someone wants to start working with you guys, what are some common things you see that like almost no one has said, and I can tell my experience to kind of how to spend, to kind of get onboard and start working with you guys. But if someone signs up by us in to get tomorrow would order kind of the steps you have them go through just to give people a demo. AndSpeaker 3 (28:01):Yeah, absolutely. So, so first thing that we usually have everybody do is do a consultation call with Mikey, Mikey kind of evaluates where you're currently at what you're really thinking you're needing and then what we think we, we can do for you. So Mikey, we'll do an introduction call he'll go through everything that he has in his list to go through. Are you budgeting? Do you have the right account set up? Are you utilizing QuickBooks or some sort of tracking system? Are you, are you budget sizing out everything or just personal, you know, separating out credit cards, things like that. He just goes through all of it with you, just, just on the surface touching base, making sure it's getting done. Right. and that's where we kind of start. And so that allows us to build out a financial group blueprint of sorts to be able to say, okay, well, you know, I think, you know, knowing this information, you know, I think he needs to be in this package and this, and so then we go back to the, the, the client say, okay, this is what we suggest.Speaker 3 (29:04):Obviously they can, they can say no, or they can want a different package than that. And we can have that conversation with them, but we give them our best thought of where they should be and what needs to be done next kind of creating that financial blueprint plan and steps. And so that's kind of where we start in. The onboarding process is actually really good. We've brought on a few other guys. We have a VA, we've got some other guys in Utah that does like three days, three, three times a week. Check-Ins you know, Monday, Monday, Wednesday, Friday, really just trying to make sure you're keeping up on all your updates, making sure that, you know, everything that we know at the same time, and then as well, we utilize a really great app that we really love called Pronto.Speaker 3 (29:46):Maybe you've talked about that before, but but we really love it. And we put in me, Jerry, Mikey, any bookkeeper, the CPAs yourself all within that Pronto group set. So any questions you have, anything that could come up, somebody in that chat will be able to answer that and you have access to that chat 24 7. And then we also do some other cool things where we've thrown in a little bit of perks with doubt in the onboarding process, you get a, you get access to an attorney. We've started a a a partnership with a company that'll help with legal troubles, things like that. You know it doesn't happen super often, but if it ever did happen at something that you want that most people don't really think about, you know what, 22 year old kid has a lawyer on retainer, none. So we, we, we S we supplement that out with some of that stuff. Yeah,Speaker 2 (30:36):It's cool. No, it's when I was talking to Mikey, I didn't even know all this stuff you're offering, but it's like just all these different things. You got the attorney they used, he's telling me I'm going to get like some some like body tests. Then he hands me like his biome kid. He's like, yeah, we're going to have you do like a gut test. See where that's at. I'm like, man, I thought you guys were just like doing my taxes or something at first, like you starts going down the lanes, like you're getting an attorney, you're getting, you know, body test. You're getting access to all that. You're getting crypto advice, you're getting investment advice. So it's just like a whole stack of things. And I know that's not in, you know, every package depending on the package and things like that you get. But yeah. So as far as like investments, things like that, water yeah. What are some, how do you get these people started on investments? I'm sure you see what their situation is, but yeah.Speaker 3 (31:22):So yeah, we take what their situation is, what maybe what capital they have on hand or what they plan to have. Maybe they have a big pipeline or something like that on the back end of their waiting for, but there's a few different places that we have. We've, we've developed a really good relationship between me and Jerry on partnerships out there with a specific investment. So right now a really big one that that's just really hitting really hard as a self storage. So we'll actually anybody that comes into us with money will actually another guarantee that we have is a 10% guaranteed our, our year over year on your investment. And me and Jerry willing to back that with our money, because if we're going to put your money somewhere we're obviously going to trust it 110%. We wouldn't put our own money in it. If we wouldn't put your money in, and if we wouldn't put our own money in it. And so we really, really pride ourselves on that as well. So, so we will actually do that 10% guaranteed our, our year over year for any money that you invest with us. And we put into a solar projects, we put into self storage, we put into Touro, anything that you really want to be a part of, we can help you figure out a way to get into that industry. Yeah,Speaker 2 (32:25):That's so cool. Yeah. You guys are putting your money where your mouth is. I mean, you're, you're doing these investments. I know Mike, he has the Turo going. You guys are in real estate, you guys are doing all these things. So it's cool that we're not just hearing them from people that are like, oh no, this should a good idea. It's like actual investments. You're doing yourself. And depending on the package, you get the opportunity to be able to go in on the investments, which is awesome. And I mean, I know all you guys are super successful, got money. So that's, for me, that's where it is, is like go work with the people who have the money or your CPA. They're probably not going to be the richest guy in the room. Yeah.Speaker 3 (33:00):Well, and it, and it's, and it's really cool because, you know, Jerry's, our backgrounds are so different, right? Obviously Mike and Jerry are huge in the solar space, but you know, most of my investments are nowhere near solar. It's, interros, it's in real estate, it's in franchises, it's in all sorts of stuff. And Jerry's knowledge is in completely different aspect of it, right? So Jerry's knowledge really reaches out into solar. He started a very successful solar company. He's, he's done multiple other companies. And so his, his range is, is really something completely different. And then mine is on the other expert under the spectrum where, you know, I definitely have some, some experience and knowledge in the F in the franchise world, but, you know, I love the tech investments. There are high risks, but man, the rewards are just so much better.Speaker 3 (33:44):And so they're not for everybody, but but you know, I just recently did a big test investment that, you know, could pay off exponentially. Well, if it works, but you know what my point is is that all of us are in such different realms of the investment. That we're good at that we really just cover so many different aspects of it. And, and so it really just is a really good team to say, you know, what is it that you want to invest in? We'll figure out how to get you there. We, we know somebody, somebody knows somebody that we know, right. Everybody wants to be that guy. Mike was talking about that yesterday. Like everybody wants to be the guy that's like, oh, I know I got a guy. I know a guy, oh, you need this. I got a guy and we want to be that guy. I want to be that for everybody. And so that's kind of where, where we, where we've developed, why, who is in, ER, excuse me, sorry. That's that's why, who is in by syndicate is who's in, by syndicate is, is because of the knowledge and where that scope looks.Speaker 2 (34:32):Yeah. I love that. And it's cool. Cause you guys, like you said, are doing it mastermind style too. So you're not just, we're not just learning necessarily from you guys, but we're interacting with other people that are super, super successful. We got guys making hundreds, hundreds, thousands, you know, in the millions and all that in the group. So I liked that it's a network in there. We're all hearing about each other's investments and I'm just starting on it. So I can't wait to, you know, follow up on this on a year. See we're having that.Speaker 3 (34:56):I will have to do another podcast in a year and say, okay, show from, start to now, how do you really feel?Speaker 2 (35:01):Yeah, my before and after. Yeah. Broke picture and then picture with all my Teslas and stuff. But yeah, no. So it's cool just to be able to interact with you guys and have you know, that community too, and these community-based and I haven't done events. You guys, you said the package, how many events do you guys plan on doing? For kind of the high level?Speaker 3 (35:26):Yeah. So there's a few different ways that we've looked at it to do it. So I'm, we're, we're really open. We want people to feel as, as to feel like they can come as often as they need. So I think what we've decided is probably once a month we'll invite you guys down to Vegas or somewhere to just get some FaceTime and have those conversations. And then we're, we're, we are going to do two big trips every year with with some of those highest pride member packages. And either, you know, in you know, The Bahamas to buy cryptocurrency or it'll be a mixture between, between a good relief, you know, fun trip, but a knowledgeable trip. So we'll go out and I'll buy cryptocurrency with you guys. Or we'll, we'll bring in a heavy hitter in, in this specific finance field.Speaker 3 (36:11):Like we'll kind of do some of those things that that we've we've been talking about doing a lot of these trips. We haven't really done any of them yet. We're just kind of starting to get the ball rolling, but that's definitely the, you know, the phase two of where we're going with this is, is just blow this up and make this something that we can scale to a really big place. And then and make everybody a lot of money and help with the investment side, help with the tax side and mitigation side, everything. And then the trips will just be a bonus that we're like, okay. You know, every, everybody, every year is going to be looking for, to the pies and to get trips. Like, they'll just be those kinds of trips that everybody's like, man, the price in and keep trips coming up. That's going to be so great.Speaker 2 (36:43):Yeah. I love that. And know, I know, I know you guys can't I mean the cool thing about this, you're probably not going to be able to run it at this level for, depending on how many people get in, because I imagine you get, you know, hundreds of people on this, you can't be that level of attention. So for our listeners, if you are wanting to get, you know, this type of level of attention, they gain in wallets at this price, that's the other thing I know you guys will have to eventually increase prices and all that too. So you heard it here first, if you want to get in while they're still, you know, able to give this level of attention, have these guarantees and all that. I know you're probably always have the guarantees with what you're doing.Speaker 2 (37:23):Absolutely. But getting on this and I don't think you're going to find this level of attention, this level of financial literacy advice, all that stuff that's going on here. So that's our invitation for our listeners and I, Austin, I know you're a, you got guys going out on the doors and get you to hit doors and things like that. So it's cool as you're still involved, you know, in the solar side. So Austin has a ton of water. Yeah. Yeah. He has a ton of understanding of the solar space and he's out knocking, you know, putting his feet to the floor here after this. But for our listeners, those that do want to get in on pipe syndicate and maybe, you know, get on a call with you guys, hear more about it, where can they do that? And how can they connect with you?Speaker 3 (38:04):Yeah. So, so there's a few different ways. You know, we've actually got a lot of guys that just they already follow Mikey Lucas on Instagram. Cause Mikey, Lucas is the solar man to be. And so a lot of people are just DM-ing Mikey Lucas on Instagram at Mikey Lucas. But we also have a webpage that we developed and created just a 3, 1, 4 syndicate dot com. And that's a good place we, we can run through. You can kind of get a good look for, for how we're doing the website should be live next week. We went through and reiterated all the content and kind of did some of that stuff and other well guy built it out for us. Cool. And so next week or so it should be, it should be live, but there's a consultation link in there as well.Speaker 3 (38:49):And then and then you could always even just reach out to Taylor, reach out to somebody on the podcast and say, Hey, I want to get a phone number, call us. I mean, we're, we're just that open with it. Like we'll let anybody give out our phone number or email addresses because we want them to be able to have that that touch point that they want to have. So, you know, if somebody is like, Hey, I was listening to your podcast, I want to get Austin's phone number. Like give it to him and let them call me and we'll have a conversation about it. Cool. All right.Speaker 2 (39:14):We're here to hear Austin, watch a call them every day. But yeah. Especially if you're in the group, but thatSpeaker 3 (39:18):Does mean I'll answer every day, but you can absolutely call it.Speaker 2 (39:22):Yeah. So yeah, we'll link to all that in the show notes. So if you're interested, definitely go check that out. And at the very least go do a call with you, get with these guys. Cause that's, what's cool is even before I had the intention of getting in on this, just a call with my Dean, you guys helped me realize, Hey, at the very least talk to your CPA about this, or like get yourself,Speaker 3 (39:42):Come to a consultation and we'll tell you like, you know, take what our consultation is, come and have a consultation with us. After you talk to your CPA, come, come lock the loader to be like, Hey, this is what my CPA said. See if we really know what we're talking about, see if we can really beat what your CPA said, right. To have those, those calls first and then have our consultation. But there's no, there's no harm in having a consultation because you might learn something that you didn't know. Even if it's one thing. I mean, that's, that's still a takeaway. Yeah.Speaker 2 (40:06):Or like, like we're what happened yesterday. I heard Mikey talking to a guy who I think was the guy who, you know, oh, the 40 grand or whatever. So maybe you're getting ready to do your talk, your taxes. Maybe your CPA is telling you, you're going to owe this much. Might as well talk to them. You get these guys. And you know,Speaker 3 (40:21):If you, if you had something wrong with, you know, something in your house and you knew that it was going to be expensive to fix you, wouldn't you get more than one quote on something rightSpeaker 2 (40:30):Now, exceptSpeaker 3 (40:31):For solar. That's right. That's right. But for anything else, you shop around a little bit, but no, but, but it's the same thing. Like, you know, you, you it's like a dating experience. You're not going to love this first CPA that you ever find it. You're going to have to find a few talk to a few work with a couple, you know, it's dating, you're dating. And so w w we, we hope to win that last date. Right. But but yeah. Have those consultations and, and, and then bring them to us and see what they say and see, see where it is because we, you never know what you're going to find out.Speaker 2 (41:00):Love that. Well, Austin, thanks for coming on the show today. And then last question, before we let you go I don't know, one word of advice, or maybe like some common mistakes that you've seen a lot of I dunno, solar reps or companies make with their finances, any like final words of advice.Speaker 3 (41:17):I mean, there's just so much, it's so hard to pick down, which, you know, which is the best thing. I, I would probably say, you know, one of the number one things that that I see is so many people fight for W2. You know, they think W2's king and they're like it's prepaid, it's makes the filing so much easier. W candidates is not, W2 is not king. There's so little that you can do to help mitigate some of these taxes if you're W2 and yourself. So I would say if you are a W2, if it's something that you've thought about doing 10 and nine is the way to go. And then I would say, you know, the only way to do a 10 99, the one thing most guys don't do is they're just letting they're letting their companies pay their 10 99.Speaker 3 (42:03):We help. And one of the things I definitely recommend is having your own personal company with an LLC attached to a 10 99 or something like that to pay yourself through. Most guys don't know how to do that. Are they, are, they questioned that? And we definitely bring that to the table, but it's not impossible, but that's probably the number one thing that I would say is the biggest overlooked thing is they're not utilizing their own things. Cause they their own companies or things like that for the write offs and, and things like that. They're just letting them pay the 10 99 and they're paying whatever they say they have to pay at the end of the year. And so I would say that's probably the number one thing, advice. The second word of advice is always strive to pay the least amount of taxes. I feel like the government already gets enough money. Do they really need any more? Not from you. Right? They can have somebody else's money. They don't, they don't need my money. So the mindset change of of of not paying taxes is something that most people have to get used to because it's something that people talk about quite a bit. Right. It's everywhere. SoSpeaker 2 (42:59):That's great advice. And guys, I went, when I started in the industry for like my first three years, I didn't know any of this stuff. And I have, like, I was getting paid 10 in night. I didn't even have an LLC set up. None of that.Speaker 3 (43:10):Yeah. So that's probably one of the biggest things. That's probably the, one of the first things that we fix. Every time we come into somebody's books, every time that we sign a new client on our, one of our first questions is okay. Do you have an LLC? What state it is in it? Yeah.Speaker 2 (43:22):Yeah. That's first question. I gotSpeaker 3 (43:23):So and that's exactly. Yeah, it's the truth. So we definitely help utilize that. And so that's one of the biggest things that you can do, because there's just so much that you can write off that people don't know about. Yeah. Just, just by simply opening up an LLC and having the, having your company, whoever you're working for pay that, that's it. Step number one. I mean, it really makes that much of a difference. You still have to know what you're doing and know where to put things, but I mean, it really does make a big difference to do that.Speaker 2 (43:49):Yeah. That's fire. So guys make sure you're getting the right financial advice. Don't take advice from people that don't know what they're doing and look at their bank accounts. If they're broke, don't take advice from broke people, right? So that's what you're going to be doing. If you want to get in pipes in the kit, you're going to be getting advice from people that are making fat stacks from guys that are in the investments themselves guys like Austin. So Austin, thanks again for coming on the show. And I can't wait to see how many people connect with you, but thanks for all you guys are doing for the industry. You're really helping us keep a hold of that money, which isSpeaker 3 (44:20):Thanks for letting me come on. Yeah. If anybody has any questions or any concerns even about by syndicate or anything that you can think of, feel free to to reach out and, and don't be hesitant to, to ask your questions. Like we want to hear them. We want to know what they are. We want to help everybody. Yeah.Speaker 2 (44:34):Much appreciated Austin. Thanks again. And we will talk soon. Hey, Solarpreneurs quick question. What if you could surround yourself with the industry's top performing sales pros, marketers, and CEOs, and learn from their experience and wisdom in less than 20 minutes a day. For the last three years, I've been placed in the fortunate position to interview dozens of elite level solar professionals and learn exactly what they do behind closed doors to build their solar careers to an all-star level. That's why I want to make a truly special announcement about the new learning community, exclusively for solar professionals to learn, compete, and win with top performers in the industry. And it's called the Solciety, this learning community with designed from the ground up to level the playing field to give solar pros access to proven members who want to give back to this community and help you or your team to be held accountable by the industry. Brightest minds four, are you ready for it? Less than $3 and 45 cents a day currently Solciety is open, launched, and ready to be enrolled. So go to Solciety.co To learn more and join the learning experience. Now this is exclusively for Solarpreneur listeners. So be sure to go to solciety.co and join. We'll see you on the inside. 

Sunday Service
11-21-21 | One Rental At A Time With Michael Zuber Part 2

Sunday Service

Play Episode Listen Later Dec 2, 2021 68:21


CPA Exam Experience from SuperfastCPA
How Mitch Took His Evenings Back While Crushing His CPA Exams

CPA Exam Experience from SuperfastCPA

Play Episode Listen Later Dec 2, 2021 40:21


In this SuperfastCPA reviews episode, you'll hear how Mitch used the SuperfastCPA study strategies to turn around his CPA study process, get his evenings back, and pass his CPA exams. Episode Timestampshttps://www.youtube.com/watch?v=6vwFne21haM&t=0s (00:00) Mitch Interview https://www.youtube.com/watch?v=6vwFne21haM&t=51s (00:51) Introduction https://www.youtube.com/watch?v=6vwFne21haM&t=312s (05:12) Study Training & Podcast Giveaway https://www.youtube.com/watch?v=6vwFne21haM&t=409s (06:49) How Mitch Started His CPA Exams https://www.youtube.com/watch?v=6vwFne21haM&t=459s (07:39) Going to College… Twice https://www.youtube.com/watch?v=6vwFne21haM&t=579s (09:39) What Mitch Focused on in the Beginning https://www.youtube.com/watch?v=6vwFne21haM&t=642s (10:42) It Took 6 Months Just to “Watch Everything” https://www.youtube.com/watch?v=6vwFne21haM&t=743s (12:23) See a SuperfastCPA Ad https://www.youtube.com/watch?v=6vwFne21haM&t=853s (14:13) “Spend Time Doing What You'll Be Doing on Test Day” https://www.youtube.com/watch?v=6vwFne21haM&t=960s (16:00) No More Video Lectures for Mitch https://www.youtube.com/watch?v=6vwFne21haM&t=988s (16:28) Daily Cumulative Review Was a Game-Changer https://www.youtube.com/watch?v=6vwFne21haM&t=1116s (18:36) Mitch's Daily Study Routine https://www.youtube.com/watch?v=6vwFne21haM&t=1195s (19:55) How Mitch Got His Evenings Back https://www.youtube.com/watch?v=6vwFne21haM&t=1268s (21:08) How Mitch Used Practice SIMs https://www.youtube.com/watch?v=6vwFne21haM&t=1322s (22:02) How Mitch Used Flashcards https://www.youtube.com/watch?v=6vwFne21haM&t=1440s (24:00) How Mitch Studied on the Weekends https://www.youtube.com/watch?v=6vwFne21haM&t=1477s (24:37) Making Mini-Sessions A Habit: Daily Milestones https://www.youtube.com/watch?v=6vwFne21haM&t=1703s (28:23) Why Mitch Stopped Focusing on the “Dashboard” https://www.youtube.com/watch?v=6vwFne21haM&t=1768s (29:28) Motivation is Much Easier When Your Study Process Works https://www.youtube.com/watch?v=6vwFne21haM&t=1930s (32:10) Studying from Your Phone Can Be the “Missing Link” https://www.youtube.com/watch?v=6vwFne21haM&t=2088s (34:48) Mitch's Top Tips for Current CPA Candidates https://www.youtube.com/watch?v=6vwFne21haM&t=2242s (37:22) Watch the PRO Course First to Save Time in the Long Run Learn the SuperfastCPA Study Approach, Free You'll hear me mention the SuperfastCPA study process multiple times in this episode.  What we teach our customers is how to have a 2-hour main session each day where you can get more done than someone studying 4-5 hours the "normal way".  We cover this in our free "study trainings", which are 1-hour webinars where you'll learn exactly what to do when you sit down to study so that you can 1) move through new material faster, 2) understand and retain it better, and 3) spend less time in front of your review course WHILE getting better results. Register for a free session here: https://www.superfastcpa.com/passnow OR, just text PASSNOW to 44222 and we'll text you back a link to the training. This is one hour that will literally save you months of time and frustration from trying to figure this stuff out on your own, so register for a session today! Register for a free session here: https://www.superfastcpa.com/passnow Episode page: https://www.superfastcpa.com/superfastcpa-reviews-how-mitch-passed-his-cpa-exams/

Service Business Mastery - Business Tips and Strategies for the Service Industry
623: Fine-Tune Your Finances And Reduce Personal Taxes Without Replacing Your CPA With Mark Myers

Service Business Mastery - Business Tips and Strategies for the Service Industry

Play Episode Listen Later Dec 2, 2021 42:03


Every business owner wants to increase their profit margins. One way to do that is by reducing your personal taxes. Today's guest shares with you a key method to reducing or eliminating your personal taxes without replacing your CPA. Joining Tersh Blisset for this episode is Mark Myers, founder/CEO of Peak Profit Solutions. Tune in as Mark gives you key tips that will reduce your tax by 30% to 60% and incur more profit for your business. It's all about making the most of tax benefits. Listen in to learn all about it! Love the show? Subscribe, rate, review, and share! servicebusinessmastery.com

Powerhouse Women
290. Mentor Session with Yaa Astar: Persevering Through Self-Doubt And Comparison & Keeping The Momentum Going While Also Finding Balance

Powerhouse Women

Play Episode Listen Later Dec 2, 2021 27:58


Lindsey is back with another mentor session with new business owner, Yaa Astar. Yaa has been a CPA for most of her career and took the big leap to leave her job and start her own business as a health and accountability coach. She battled breast cancer and also suffered from severe depression, resulting in multiple suicide attempts. Therefore, Yaa feels the pull to do what she loves now more than ever. On today's episode, Lindsey answers her questions about perseverance and comparison.    In this episode we talk about: How to keep the momentum going in your business How manage struggling with comparison How to respond to family and friends that lose faith in your vision for your business   Not part of the Girl Gang Community yet? Join HERE: Girl Gang Membership || RESOURCES || The Big Leap by Gay Hendricks || CONNECT WITH YAA ASTAR || instagram.com/yaa_astar https://astarbodyclassroom.com/1-day-confidnence-health-summit  || CONNECT WITH POWERHOUSE WOMEN || instagram.com/powerhouse_women instagram.com/llindseyschwartz facebook.com/groups/powerhousewomencommunity www.powerhousewomen.co || EPISODE TIMELINE || ( :50 ) Welcome back to the Powerhouse Women podcast for another mentor session! ( 1:33 ) Lindsey asks Yaa to share a little about herself and the big idea she is working on. ( 7:20 ) Lindsey asks Yaa, “Where are you at right now in your journey that other listeners might be able to relate to?” ( 7:32 ) Yaa asks Lindsey, “How do I keep the momentum going?” -Yaa ( 12:40 ) Lindsey talks about struggling with comparison. ( 17:05 ) Lindsey goes into more detail about Yaa's question of keeping up the momentum. ( 20:25 ) Yaa asks Lindsey, “How do I continue to show up for myself when people have lost faith in me, but I still feel that pull to do what I want to do?” ( 26:18 ) Yaa reminds herself to continue asking the question, “Where do I want to see myself in a year from now? ( 26:38 ) Lindsey asks Yaa, “Where can everyone find and follow you on your journey?

Just Start Real Estate with Mike Simmons
Live Q&A - Picking the Right CRM, Locating Sellers, How to Structure Private Money, Outsourcing Work, and Finding a CPA

Just Start Real Estate with Mike Simmons

Play Episode Listen Later Dec 2, 2021 37:30


Welcome to this version of the Just Start Real Estate Podcast! I am excited to bring you another replay of my Facebook Live Question and Answer sessions. I just started doing these live forums in April and they are going so well and I am getting such great feedback and questions, I thought I would share them here on the podcast. Especially for those people that are unable to join us live, this will provide an opportunity to hear the awesome questions I am fielding about business, taking risks, real estate, and so much more! Some of the questions have been very real estate specific, but others have been general business questions, like asking about overcoming fear in order to get started and how to successfully scale. I have also received more personal questions like how I decided real estate investing was right for me and the steps I took to get my business off the ground.   This presentation is the live Q&A that I did the week of November 17th and each Thursday we will offer you another chance to take advantage of listening to the answers to our guests' fabulous and compelling questions! Don't miss this new episode of the Just Start Real Estate Podcast! Notable Quotes:   “A hard money lender may not loan you 100% of the purchase price and renovation amount of a property, but will likely load 80-90% of those costs.”   “If you buy a property right, once you renovate it, it is worth more than the money you have into it, and you can refi out of it.”   “I always suggest finding a CPA right away, especially if you are buying rentals, because there are some significant tax advantages to having rentals.”   “I don't recommend finding a CPA and having a hundred conversations with them before you start looking for investment properties.”   “Start looking for properties immediately!”   “The best CRM is the one that you will diligently use every single day in your business.”   “Sometimes people stress out about the tools they are going to use in their business and they make them more important than the business itself.”   “When approaching a property owner, you want to find out if and why they want to sell. It is really pretty simple.” Links: Real Estate Find & Fund Blueprint Flip Hacking Live 7 Figure Flipping Return on Investments Just Start Real Estate JSRE on Facebook Mike on Facebook Mike on Instagram Mike on LinkedIn Mike on Twitter Level Jumping: How I Grew My Business to Over $1 Million in Profits in 12 Months  

Optimal Business Daily
428: Kickstarter Tips: Secrets to Running a Successful Kickstarter Campaign by Philip Taylor of PT Money

Optimal Business Daily

Play Episode Listen Later Dec 2, 2021 9:25


Philip Taylor of PT Money shares tips for running a successful Kickstarter campaign Episode 428: Kickstarter Tips: Secrets to Running a Successful Kickstarter Campaign by Philip Taylor of PT Money PTMoney.com is about helping you make extra money, save more money, and spend your money wisely--all in an effort to help you fix your finances so you can build the life you want. It was started by Philip Taylor, a CPA, entrepreneur, and blogger who started the site in 2007. He also created FinCon, the popular conference for financial nerds. The original post is located here: https://ptmoney.com/the-secret-to-running-a-successful-kickstarter-campaign/   Visit Me Online at OLDPodcast.com  Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

The Paychex Business Series Podcast with Gene Marks - Coronavirus
Employee Retention Tax Credit: Why Leave the Potential for Big Money on the Table?

The Paychex Business Series Podcast with Gene Marks - Coronavirus

Play Episode Listen Later Dec 2, 2021 7:44


Business owners looking to infuse meaningful money — potentially tens of thousands of dollars — into their operations should check into whether they are eligible for the Employee Retention Tax Credit. CPA and small-business owner Gene Marks debuts the “On the Mark” series, sharing details about the credit, how to determine eligibility, why some of his clients favor ERTC over Paycheck protection program loan forgiveness and how Paychex can help. DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Cloud Accounting Podcast

Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay CenterCard:  https://cloudaccountingpodcast.promo/center Relay Financial: https://cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes0:07 – Happy After Thanksgiving! We have so much to be thankful for!  1:21 – Listener Mail – Are we really “anti-Desktop”? Thank you for your feedback, Peg! 1:48 – Defending Anti-Desktopness 5:35 – Is the Customer Really Always Right?  6:31 – Listener Mail – How the Feed the Pig campaign keeps the younger generation from becoming CPAs. Thanks, Eric!  7:27 – Tips for Promoting the Feed the Pig Savings Messagehttps://us.aicpa.org/volunteer/financialliteracyresourcecenter/ftp-tipsforpromoting 8:37 – The Subreddit – r/Accountinghttps://www.reddit.com/r/Accounting/ 9:44 – More on Theoretical v. Practical Training 13:15 – Listener Mail – A Professor's Take on Real-World Experience. Thank you, Jennifer!  13:49 – Tweet from Jennifer Johnson, CPAhttps://twitter.com/JENJOHNSONCPA/status/1464604351985561617 15:20 – Why Not Work AT School?  17:51 – Director of Finance - Amulet Estate Wineryhttps://www.winebusiness.com/classifieds/winejobs/?go=listing&listingid=218327 18:38 – Assistant Controller - ODELL BREWING COMPANYhttps://www.brewbound.com/jobs/57212-Assistant-Controller-Odell-Brewing-Company 21:05 – Accountants press IRS for faster refunds and responses | Accounting Todayhttps://www.accountingtoday.com/news/accountants-press-irs-for-faster-refunds-and-responses 24:06 – AmEx Pitched Business Customers a Tax Break That Doesn't Add Uphttps://www.wsj.com/articles/amex-pitched-business-customers-a-tax-break-that-doesnt-add-up-11637587980 29:32 – AmEx Fires Workers Over Payments Sales Pitches – CFOhttps://www.cfo.com/tax/2021/11/amex-fires-workers-over-payments-sales-pitches/ 30:19 – IRS plans to award $2.6B app development contract in Q1 of fiscal 2023https://www.fedscoop.com/irs-plans-to-award-2-6b-app-development-contract-in-q1-of-fiscal-2023/ 31:53 – Congress widens PPP fraud probe to more online financial companieshttps://news.yahoo.com/congress-widens-ppp-fraud-probe-140022824.html PPP companies Blueacorn, Womply added to congressional probehttps://www.usatoday.com/story/news/investigations/2021/11/23/ppp-companies-blueacorn-womply-added-congressional-probe/8730237002/ 34:44 – B2B Spend Management Startup Payhawk Closes $112M Series Bhttps://www.pymnts.com/news/b2b-payments/2021/b2b-spend-management-startup-payhawk-closes-112m-series-b/ 35:06 – Australian software firm simPRO raises $350 mln in new funding | Reutershttps://www.reuters.com/markets/deals/australian-software-firm-simpro-raises-350-mln-new-funding-2021-11-23/ 36:11 – Story within the Story – simPRO Acquired ClockShark!  37:25 – 6 lessons from audit experts who adopted AI earlyhttps://www.journalofaccountancy.com/news/2021/nov/6-lessons-audit-experts-adopted-ai-early.html 39:07 – Sage launches new platform to help launch and power up Accountantshttps://www.enterprisetimes.co.uk/2021/11/24/sage-launches-new-platform-to-help-launch-and-power-up-accountants/ 40:18 – How to Build Stronger Relationships With Colleagues in the Zoom Erahttps://www.wsj.com/articles/build-stronger-relationships-on-zoom-11637608490 44:30 – David's Big, Poofy, Sad Problem

InPennyStock | Penny Stock Trader & Teacher / Penny Stocks / Stock Market / Bitcoin Trading / Crypto Investing / AltCoins - M
Solana (SOL) - What Is Solana And Why It Will Become The #1 Cryptocurrency In The World

InPennyStock | Penny Stock Trader & Teacher / Penny Stocks / Stock Market / Bitcoin Trading / Crypto Investing / AltCoins - M

Play Episode Listen Later Dec 2, 2021 21:20


In this episode, Mubarak Shah, CPA of InPennyStock discusses the power of Solana and goes into the basics as to why it is going to overtake the Crypto market and end up on top. Check out The Wisdom App (https://www.wisdom.audio/) to connect with this Tuesday, Dec 7th at 11 AM EST if you are interested in connecting with me 1 on 1 to learn more about the ultimate Crypto and stock trading rules. Please subscribe if you enjoy the episode! If you're interested in learning more or have any questions / would like more videos on a certain coin or topic, leave a comment below or feel free to reach out to us at admin@inpennystock.com! To learn more, join our Penny Stock / Crypto University https://www.inpennystock.com/executive-vip Hope you enjoy this podcast! If you have any questions, then contact me at admin@inpennystock.com or check our free stock trading course. https://www.inpennystock.com/free-trial Learn more about your ad choices. Visit megaphone.fm/adchoices

Sunday Service
11-14-21 | One Rental At A Time With Michael Zuber

Sunday Service

Play Episode Listen Later Dec 1, 2021 64:40


Building the Premier Accounting Firm
Let's Get More Referrals w/ Stacey Brown Randall

Building the Premier Accounting Firm

Play Episode Listen Later Dec 1, 2021 48:57


Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve.  As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-provoking discussion that you don't want to miss. Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve. It's time to leverage the power that comes with a referral.  Get better qualified introductions and more of them applying these principles that Stacey shares.  These are actionable things that we can do today and build into our business sales process. You're going to love this. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Stacey Brown Randall Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals. Stacey's programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master's in Organizational Communication and is married with three kids. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of Stacey's FREE, 9 Question Referral Ninja Quiz – www.staceybrownrandall.com/quiz or www.referralquiz.com See how you can climb the 3 levels to become a master level referral generator   As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them.  There are proven processes you can follow to nurture your leads to become you new clients.  This is a webinar you don't want to miss.  REGISTER NOW and see how you can automate the steps to build your business with the accounting and tax clients you deserve.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal.   Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

B4 and After
From Public Accounting to Entrepreneurship with Laura (Torma) Watson

B4 and After

Play Episode Listen Later Dec 1, 2021 43:58


Laura Watson is a CPA who quit her accounting job to go all in on her online coaching business. Listen in as Laura shares: What it was like working in public accounting with no interest in accounting How to navigate your own path through your career How to know when it's time to make a career change What is human design, and how does it play a role in your career choices

Saints Talk
Can Taysom Hill get Saints back on track?

Saints Talk

Play Episode Listen Later Dec 1, 2021 48:25


The Saints are on a bit of a skid, losers of four straight.They have a chance to get it back on track against the Cowboys on Thursday night. Can they take advantage?Is Taysom Hill the cure?We discuss this and more.Like the show? Get more episodes and exclusive analysis by subscribing to NewOrleans.Football (https://neworleans.football/subscribe)Are you a business owner needing some guidance with your daily accounting? Daniel Sant, CPA can help get your finances in order! They provide relevant accounting information, detailed analysis, and clear communication in a timely manner.  Call today 318-321-2765.It's $10 FREE just for signing up, no deposit required – sign up and get $10 free with promo code THANKS21. This is for new accounts only! Sign up at http://BUSR.com/NewOrleans

Novogradac
Nov. 30, 2021: Tax Planning Opportunities with the Increased State Tax Deduction Cap

Novogradac

Play Episode Listen Later Nov 30, 2021


Federal tax legislation in 2017 limited the deductibility of state and local taxes for individuals to $10,000 per year–but subsequent IRS guidance and changes in state laws have provide an opportunity for taxpayers to select an alternative tax regime for savings. In this week's Tax Credit Tuesday podcast, Michael Novogradac, CPA, Novogradac partner Tom Boman, CPA and Novogradac principal Reza Karim, CPA, discuss the options available to taxpayers. They present an overview of IRS Notice 2020-75, examine approaches by different states, show how those approaches work, explain how taxpayers qualify for options and look at other issues connected to state and local taxes.

Sunday Service
11-07-21 | BRRRR Deal Break Down

Sunday Service

Play Episode Listen Later Nov 30, 2021 53:35


You're A Financial Planner; Now What?
5 Tools to Break Down Behavioral Blocks

You're A Financial Planner; Now What?

Play Episode Listen Later Nov 30, 2021


Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients' success.

Growth Amplifiers
How to Maximize Your Cash Flow While Reducing Stress

Growth Amplifiers

Play Episode Listen Later Nov 29, 2021 30:00


Seeking more ways to Amplify Your Business? Take our free Amplified Assessment to see how your business stacks up and receive tips to improve your score at: https://growthamplifiers.com/amplified-assessment/ Catherine is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory. What You'll Learn: THE IDEA: Stop leaking profits and creating stress in your business and life THE WHY: Business owners are leaking profits because of Incorrect taxation through lack of planning THE ACTION: Take a holistic approach to your business with advanced tax reduction planning Learn more about Catherine at www.Dominiones.com

She's Making an Impact | Online Marketing | Pinterest Marketing | Entrepreneur Tips
Top 5 Strategies to REDUCE Your Tax Bill (with Chika Obih): Episode 308

She's Making an Impact | Online Marketing | Pinterest Marketing | Entrepreneur Tips

Play Episode Listen Later Nov 29, 2021 35:26


Chika is a CPA, Business Owner, and Tax Strategist.  Obih Collective Inc. is the name of her company where she creates tax strategy plans for her clients.  She helps discouraged Service Providers fearlessly save 20% - 30% in taxes by customizing a tax strategy plan (all done in one day!). She accomplishes this using a holistic approach, keeping their business & personal goals top of mind. Over the past 11 years, Chika has built a multi-six figure business helping entrepreneurs, service providers and CEOs get clear about their tax strategy in order to cut their taxes, build their investments, and live the life of their dreams.

I podcast AGCMO
John Biedenstein, AIF, CPA and Colin Day, MBA, CRC from Correct Capital discuss changes in Social Security statements and various 401(k) issues.

I podcast AGCMO

Play Episode Listen Later Nov 29, 2021 17:17


John Biedenstein, AIF, CPA and Colin Day, MBA, CRC from Correct Capital discuss changes in the Social Security report form and various 401(k) issues. Support the show (http://www.agcmo.org)

Liz on Biz with Liz Theresa
E244 – Catherine Tindall – How to Understand Money & Taxes in Business

Liz on Biz with Liz Theresa

Play Episode Listen Later Nov 29, 2021


Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus … Continued

Wiser Roundtable Podcast
What is Tax Loss Harvesting?

Wiser Roundtable Podcast

Play Episode Listen Later Nov 29, 2021 19:57


On this week's episode, Brad Lyons, CFP®, Investment Manager, and Jordan Sute, CPA join Casey to discuss tax loss harvesting. Tax loss harvesting is looking at a loss in your portfolio, selling it so that you can sell off the loss, and then reinvesting it into something else. This technique leverages a circumstance in your portfolio to enhance your tax standing. Just because you sell something doesn't mean it's bad. Most advisors don't even think to do this. Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us Connect: Website: https://wiserinvestor.com Facebook: https://www.facebook.com/WiserWealthManagement LinkedIn: https://www.linkedin.com/company/wiserwealth Instagram: https://www.instagram.com/wiserinvestor Twitter: https://twitter.com/WiserWealthMgt Podcast: https://podcasts.apple.com/us/podcast/wiser-roundtable-podcast/id1518052439 YouTube: https://www.youtube.com/wiserwealth

Financial Decoder
How Can You Maximize Your Charitable Giving?

Financial Decoder

Play Episode Listen Later Nov 29, 2021 33:31


Throughout the holiday season, you might encounter dozens of appeals for charity. If you decide to give, or if you donate throughout the year, how can you maximize the impact of your gift? In this episode, Mark talks with Sam Kang, president of Schwab Charitable, a nonprofit organization established with the support of The Charles Schwab Corporation to make charitable giving simpler and more tax-efficient.They discuss direct cash gifts, donor-advised funds, qualified charitable distributions, and other ways of giving—and which types of investors can benefit from each approach.You can learn more about the science behind why helping others makes us feel good on the “Happiness” episode of Choiceology with Katy Milkman.Subscribe to Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvestors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.Because environmental, social and governance (ESG) strategies exclude some securities, ESG-focused products may not be able to take advantage of the same opportunities or market trends as products that do not use such strategies. Additionally, the criteria used to select companies for investment may result in investing in securities, industries or sectors that underperform the market as a whole.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a nonretirement account is rebalanced, taxable events may be created that may affect your tax liability.Professionally managed accounts are available only through independent investment advisors with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. While donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Schwab Charitable fee and investment guidelines. You may request a copy of the investment guidelines by calling us at 800-746-6216.(1121-1WV9)

Charles Schwab’s Insights & Ideas Podcast
How Can You Maximize Your Charitable Giving?

Charles Schwab’s Insights & Ideas Podcast

Play Episode Listen Later Nov 29, 2021 33:31


Throughout the holiday season, you might encounter dozens of appeals for charity. If you decide to give, or if you donate throughout the year, how can you maximize the impact of your gift? In this episode, Mark talks with Sam Kang, president of Schwab Charitable, a nonprofit organization established with the support of The Charles Schwab Corporation to make charitable giving simpler and more tax-efficient.They discuss direct cash gifts, donor-advised funds, qualified charitable distributions, and other ways of giving—and which types of investors can benefit from each approach.You can learn more about the science behind why helping others makes us feel good on the “Happiness” episode of Choiceology with Katy Milkman.Subscribe to Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvestors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.Because environmental, social and governance (ESG) strategies exclude some securities, ESG-focused products may not be able to take advantage of the same opportunities or market trends as products that do not use such strategies. Additionally, the criteria used to select companies for investment may result in investing in securities, industries or sectors that underperform the market as a whole.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a nonretirement account is rebalanced, taxable events may be created that may affect your tax liability.Professionally managed accounts are available only through independent investment advisors with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. While donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Schwab Charitable fee and investment guidelines. You may request a copy of the investment guidelines by calling us at 800-746-6216.(1121-1WV9)

Ramos Law’s Difference Makers
#92 - Education, The Elevator That Lifts Us All To The Top

Ramos Law’s Difference Makers

Play Episode Listen Later Nov 28, 2021 50:18


Dr. Jim Hoven visits with Ms. Kimberly Villegas and Mr. Jim Chavez, CPA and Executive Director of The Latin American Education Foundation on the role education plays in helping our young people achieve their best lives.

She is Extraordinary! Podcast
Ep 212: Faith, Mindset & Identity: Life + Business Success in Christ

She is Extraordinary! Podcast

Play Episode Listen Later Nov 28, 2021 35:44


Meet MiMi Dabo. Highly educated (MBA, CPA, JD) Sister in Christ. Known as the High-Ticket Business Coach for Spiritual Female Coaches with Kids.  Money Mindset Expert. An accountant and experienced litigator, MiMi left private practice to pursue her passion to help women be leaders that unapologetically own their value, lead with authenticity & share their God-given gifts with the world. In this episode, MiMi shares: - How her journey led me to her work as a business coach. - Why she is committed to helping women and children (& teach kids to grow their relationship with Jesus) - The impact her faith has made in her life + business (& how God is in the details) - Her morning routine; & - The 1 question she asks herself every day. Download Mimi's FREE Money Mindset Workbook for Women Entrepreneurs, Coaches & Consultants: https://lifecoachforwomen.com/money-mindset-workbook   WANNA MAP OUT YOUR BEST YEAR YET in 2022? Watch my new  Masterclass: https://www.youtube.com/watch?v=RnhepkLxoE0    >> DOORS CLOSING SOON! - Founders' Round of the Joyful Scaling Mastermind  Wanna scale your business, with JOY & simplicity? (Yes, it IS possible to have both -AND- a highly profitable & super impactful business, without compromising your faith or your values) >Take this NEXT STEP to Apply today: bit.ly/JoyfulScalingConsult    >>Grab a copy of my brand NEW, 20-page resource: The Ultimate Scaling Guide: 4 Proven Strategies for Exponential Growth =>  https://www.judyweber.co    Join the Joyful Scaling for Female CEOs on FB: https://www.facebook.com/groups/joyfulscaling   Instagram: https://www.instagram.com/judyweberco  

The CPA MOMS Podcast
#166 - A Better Way To Deal With Time Scarcity

The CPA MOMS Podcast

Play Episode Listen Later Nov 28, 2021 24:57


If you were to Google “accountants and time management”, you'd see over 80 million hits, ranging from workshops, to templates and products, to articles promising to give you the BEST time management tips for accountants. It's as if the whole world knows an accountant's achilles heel - time and time management. While some of the suggestions work temporarily, the best time management system or software cannot outrun one very important thing - time scarcity. Time scarcity is a term that describes the feeling that you're racing against a clock that somehow ticks faster every day. The tricky thing about time scarcity is that it might feel like it's motivating you or pushing you out of procrastination, but it's actually sabotaging you more than you realize. This week on The CPA MOMS Podcast we discuss what causes time scarcity, and what you can do to get out of it. You can read the full show notes HERE

The Fee for Service Dentist Podcast
Retirement: Exploring & Weighing your Options

The Fee for Service Dentist Podcast

Play Episode Listen Later Nov 28, 2021 66:05


Steve Moskowitz knows that clients' lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution. Steve started Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With prior experience as a CPA at a national accounting firm, and with extensive experience in the corporate world, Steve knew he could help smaller businesses and individuals by applying what he knew, and wanted to make the critical difference in businesses and individual lives that protected them from the powerful government and enabled them to keep and enjoy the fruits of a lifetime of work that otherwise could be taken away from clients by the government in just one action. Today – together with a full team of tax attorneys, CPAs, enrolled agents and other professional staff – Moskowitz LLP helps business and individual clients across the country and overseas to resolve a wide variety of tax matters. The Moskowitz LLP team also creates strategies to utilize the tax code and relevant treaties to clients' benefit, and provides ongoing tax support and tax return preparation. Steve understands that clients need high quality representation but do not have unlimited budgets, and that cost predictability is important. Unlike most firms, Moskowitz LLP clients pay a flat fee and are not subject to hourly rates. FFS Podcast Promotional Links:  ONLY $397: Dental Membership Master Course with Dr. Chris Phelps www.membershipmastercourse.com Dental Membership Direct www.dentalmembershipdirect.com Dental Financing Direct www.dentalfinancingdirect.com   About Dr. Sonny Spera Dr. Sonny Spera graduated from Union Endicott High School in 1981. With a four-year basketball scholarship he graduated from Syracuse University in 1985; majoring in Chemistry and Psychology. He was a member of the Sigma Alpha Mu fraternity. He was also the co-captain of the 1984-1985 Syracuse basketball team. Dr. Spera graduated from SUNY Buffalo Dental School in 1989 in the top 10% of his class. At SUNY Buffalo Dental School he was a member of the Omicron Kappa Upsilon Honorary Society. He was also UB Graduate Assistant Basketball coach.  Dr. Spera has been in private practice since 1989 and is a member of the American Dental Association, the New York State Dental Association, the Sixth District Dental Society and the Broome County Dental Society. He is also a member of the International Association of Orthodontics, the BC Dental Society and the BCDS Study Club. Away from the office, he volunteers with several community organizations, including the Elks Club, the Son's of Italy, the STNY Flyers, the Academy of General Dentistry, and the Basketball Coaches Association of New York. He is the founder and president of ME Hoops Inc. Dr. Spera currently resides with his wife Angela, whom he met at Syracuse University, and their three children, Marcus, Erica, and Carla. In his spare time, he enjoys spending time with his family, basketball, golf, music and movies. 607-624-2962 (Cell) Sonnyspera@gmail.com Www.progressivedentalny.com   Do you have a FFS practice? Would you like to be interviewed? Fill out the FFS Stories request form here: https://goo.gl/forms/7TaUF9Nqi49l1RFF2

Shades of Content
The CPA: Get Your Biz Finances In Order TODAY with Keila Hill-Trawick

Shades of Content

Play Episode Listen Later Nov 26, 2021 51:39


HAPPY #SAGSZN (Sagittarius Season)! Whether you're running a $5K business or a $5M business, you need an accountant (or an accounting system). No more DIY'ing this... it's too important, and our guest Keila Hill-Trawick, CPA, MBA tells us why on the episode. She also answers some tax and expense rules that ALL content creators should know.!!BLACK FRIDAY COUPON CODE: CAMPBLACK21 - CLICK TO BOOK!!>>SHARE THE EPISODE WITH A FELLOW BIZ OWNER

The Black Money Tree
Is a College Education OVERRATED? Feat. Dr. Glenda Glover

The Black Money Tree

Play Episode Listen Later Nov 26, 2021 24:51


Is getting a college education OVERRATED? In this episode, host Jerome D. Love speaks with Dr. Glenda Baskin Glover, president of Tennessee State University, and International President and CEO of Alpha Kappa Alpha Sorority, Incorporated to get the answer, plus discusses the best ways to use higher education to generate wealth. About today's guests: Dr. Glenda Baskin Glover is a woman with many different sides. There's her professional side - as the first woman president of Tennessee State University. Her social and activist side as the international president and CEO of Alpha Kappa Alpha Sorority, Incorporated, the oldest Greek-letter organization of nearly 300,000 members. There's also Dr. Glover's academic side, a PHD, JD and CPA. As a CPA, Dr. Glover doesn't just let her degree and understanding of budgets sit on a shelf, she uses it as well as her law degree in everyday life. Dr. Glover is a woman of 'firsts'. She is the first woman president of Tennessee State University. She also led the charge to raise her first '1 million dollars in 1 day' campaign, with a goal to secure fiscal sustainability and success across HBCU's in 2018 and then did it again for a second consecutive year, in 2019! But while Dr. Glover believes being 'first' is an honor, she states that to be the ONLY is a tragedy! This is why she spends her life training others.

Work Life Play with Aaron McHugh
Doing the creative best with your own life

Work Life Play with Aaron McHugh

Play Episode Listen Later Nov 25, 2021 6:59


Friends, I've been thinking about the words of Saint Paul. He wrote this simple couple sentences that I've been meditating on for the last year and revisiting. He writes, "Make a careful exploration, make a careful exploration of who you are and the work you have been given, and sink yourself into that. Don't be impressed with yourself. Don't compare yourself with others. Each of you must take responsibility for doing the creative best you can with your own life." I found that, what is that? Four sentences? Five sentences? Incredibly disruptive, incredibly expansive, incredibly life-giving. And what I found is, even the first few lines, words, make a careful exploration of who you are. Wow, careful, explore. This question of, "Well, who am I? Like, who am I made to be?" I believe we are intimately designed and created and so in that, we don't come with a operator's manual. It's like when you buy a new TV or computer, you get the user guide. Well, there isn't one specifically for each one of us, we have to discover and make a careful exploration of how we operate when we're at our best, who we are, how we're uniquely created and designed, how our life has formed us, how our experiences have formed us and the choices that we've made. And that we are continuing to make of who we are and who we want to be and how we operate in the world. I find that to be a very poignant choice is to be intentional about those things or pretend that they're just happy accidents. And the work you've been given and sink yourself into that. I find so interesting that work is so much of our context in what we do, whether it's folding laundry, cutting grass, as a math teacher, as a physician, as a mom, as a CPA, as a bookkeeper, a retail checkout person in the sporting goods section. What is the work that we've been given today? The work that's in front of us today. The work as a nurse, the work as a consultant, the work as a salesperson, the work as a bank teller, the work as a mom. What is the work that's been given to us today? And sink yourself into that. So don't go left or right. Don't go searching. Don't go wandering, just sink yourself fully into today. And then in case you forget, don't be impressed with yourself. Advice from St. Paul. Don't think your shit don't stink. I have a buddy of mine that I think of. We talk about often about not taking the line, as you progress in your career often you end up with a short line, oh, this friend of mine had told this story to me of when he became a senior executive, then he was at a cocktail party and he was waiting in the long line. And then this woman came up to him and said, "Oh, Mr. so-and-so, that's not the line for executives come with me." And we were talking about how easy it is to slowly become impressed with yourself, to slowly think you're a big deal, to slowly believe you're better than others. Paul continues, "And don't compare yourself with others." I find that incredibly helpful. I play that game so often in my head, comparing myself with other people. And it's entirely unfruitful because each of us must take responsibility for doing the creative best we can with our own life. So what does it look like to take responsibility for doing the creative best we can today in this life? The one we have today, in the place we live today, with the neighbors we live next to, with the people that we lead and love, those entrusted to our care, with the responsibilities that we have, with the accountabilities that are ours. How do we do the creative best we can with our own life today? Friends, keep going. This is good for us. This will enhance, yeah, the relationships in our life. The work that we do, the impact we create, and the intimacy we seek. Thank you, Saint Paul. Kingdom come. Keep going, Aaron

SunCast
419: A mission to give Everybody Solar, with Youness Scally

SunCast

Play Episode Listen Later Nov 25, 2021 56:50


Today's Thanksgiving Episode features Youness Scally, the Co-Founder and Executive Director of the non-profit, Everybody Solar. Over the past ten years, they've developed systems to aid other nonprofits and charitable organizations in installing their on solar projects, and he did it all as a side-project! Hear what it's like to tackle the details of solar installation from the nonprofit perspective, how many “no's” he got before he found a “yes”, how they get a job done now, the ups and downs of fundraising and the big picture they always try to keep in focus. I'm continually inspired by my guests and Youness is no exception. He balances his own CPA practice while running Everybody Solar with both humility and focus, empowered by a dynamic and diverse team of board members and a world-changing list of projects. You'll love this episode and if, like me, you're compelled to support one of their projects, head over to our blog for more details and links. Listen Now.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)  Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

Keep What You Earn
Are You Ready for a CFO? with Caitlynn Eldridge

Keep What You Earn

Play Episode Listen Later Nov 25, 2021 46:42


This week we are going to be talking with Caitlynn Eldridge. I'm really excited to introduce Caitlynn to you. She is a fellow CPA, CEO, and she's working with many female small business owners online. You'll notice that she and I have a very similar background and we definitely have a similar ethos when it comes to our love for accounting and taxes but also our love for helping small business owners. She has so many tips and tricks to share with you, along with her perspective on "Do you really need a CFO? What is a CFO? And what are certain stigmas associated with that name?". >>> Find Caitlynn on Instagram @caitlynneldridge   >>> CPA Hour Link: http://caitlynneldridge.com/cpahour/   >>> Text me!: https://my.community.com/shannonweinsteincpa   >>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting   >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein   >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ   >>> Join my Keep What You Earn: Financial Empowerment for Entrepreneurs group: https://www.facebook.com/groups/fitnancial   >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html   >>> Chat About This Episode in the Keep What You Earn Community: https://www.facebook.com/groups/fitnancial   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Up Next In Commerce
The Difference Between Men and Women … In Marketing, with Matt Mullenax, Co-Founder and CEO of Huron

Up Next In Commerce

Play Episode Listen Later Nov 25, 2021 42:32


The old saying goes that men are from Mars, women are from Venus. And while that's not literally true, when it comes to marketing, men and women do seem like two different species. What resonates with a man is wildly different than what resonates with a woman. For instance, I love a good ingredients list and couldn't care less about how much lather I get from my body wash. A lot of men apparently feel the exact opposite. These are the kinds of things that all businesses need to think of when it comes to targeting and sending the right message. And it's a topic I went deep on in the episode of Up Next in Commerce with Matt Mullenax, the Co-Founder and CEO of Huron. Matt talked me through all the ways he had to test, poll, and iterate on his advertising to get his men's body care brand off the ground. But when he found the right formula, all of a sudden it was like striking gold. We're talking crazy click-through rates, plummeting CPAs, and a direct line into the messaging that men are aligned with. Do you want to know what it is? And are you interested in what other heavy lifts Matt is working on now for long-term payoffs? Find out on this episode!Main Takeaways:The Humanization of Brand: People used to be excited by the novelty of buying online. As the DTC world evolved, consumers have gotten smarter and these days, your brand has to resonate in ways beyond just having a good product available. Some of the aspects of humanizing the brand, such as building personal connections, will require a heavy lift upfront, but the long-term value.An Atypical CX Strategy: Historically, CX has been seen as reactive, but there are ways to be proactive and ensure an exceptional customer experience no matter the situation. You should not wait for a problem to arise to help a customer out. If you know there might be a delay in shipping or some other situation arises, by reaching out before the product is delayed, you build trust with your customer.Find Your Internal Cheat Codes: Whether you have a founder with deep connections in manufacturing or you're friends with an Instagram influencer, there are certain elements you bring to that table that you should tap into to give you a leg up in one way or another.For an in-depth look at this episode, check out the full transcript below. Quotes have been edited for clarity and length.---Up Next in Commerce is brought to you by Salesforce Commerce Cloud. Respond quickly to changing customer needs with flexible Ecommerce connected to marketing, sales, and service. Deliver intelligent commerce experiences your customers can trust, across every channel. Together, we're ready for what's next in commerce. Learn more at salesforce.com/commerce---For a full transcript of this interview, click here.

Our Two Cents Podcast
#115 - Wharton School of Business vs. Portland State University

Our Two Cents Podcast

Play Episode Listen Later Nov 25, 2021 46:33


David J. Reibstein is the William S. Woodside Professor and Professor of Marketing at the Wharton School of the University of Pennsylvania, where he is a world-renowned expert on branding, marketing metrics, product line decisions, and competitive marketing strategy. For several years he served as the Vice Dean of The Wharton School. Professor Reibstein is a dynamic, award-winning teacher who has been honored with more than 30 teaching awards. He also received the John S. Day Distinguished Alumni Academic Service Award of Purdue University's Krannert School of Management, an honor given to a graduate whose service within the academic community reflects the spirit and service of former Krannert Dean John Day. His teaching interests include Marketing Strategy in the MBA Program, as well as teaching Competitive Marketing Strategy, Marketing Metrics, Pricing Strategies, and various other programs for Wharton's Executive Education Program. Professor Reibstein received his PhD from Purdue University and his BS and BA degrees from the University of Kansas. John Eckroth has over 30 years of tax and accounting experience, working in the tax department of PricewaterhouseCoopers, LLP, as a Partner in a small CPA firm in Claremont, California and later as CFO of a U.S. based subsidiary of the Spanish banking firm BBVA. After leaving the firm in 2002, John has continued as a Consultant for BBVA's U.S. operations, working with its Houston based subsidiaries in the areas of financial reporting and analysis, internal controls and regulatory compliance. Shannon and Kyle have a lively debate with Professor Reibstein and Senior Instructor John Eckroth with no topic off limits. They dive into the economic impact of college and the overall investment of time before there is a clear return of investment. They lay out the clear benefits of college beyond job market research and the major tech companies that are no longer requiring a college degree. LEARN MORE ABOUT DAVID REIBSTEIN: Website: https://marketing.wharton.upenn.edu/profile/reibstei/ www.measuredthoughts.com Email: reibstein@wharton.upenn.edu YouTube: www.youtube.com/user/MeasuredThoughts LinkedIn: @DavidReibstein LEARN MORE ABOUT JOHN ECKROTH: Website: www.pdx.edu/profile/john-eckroth Email: jeckroth@pdx.edu LinkedIn: @JohnEckroth    

CPA Exam Experience from SuperfastCPA
Do You Keep Failing FAR? Do This Instead

CPA Exam Experience from SuperfastCPA

Play Episode Listen Later Nov 24, 2021 26:06


If you keep failing FAR, or any other CPA exam for that matter, in this episode we'll cover the most common CPA study mistakes so you can avoid failing CPA exams over and over. Episode Timestamps: https://www.youtube.com/watch?v=fdTDNTy0usk&t=0s (00:00) Intro https://www.youtube.com/watch?v=fdTDNTy0usk&t=33s (00:33) Why FAR Has the Lowest Pass Rates https://www.youtube.com/watch?v=fdTDNTy0usk&t=71s (01:11) If You Want a Deeper Dive… https://www.youtube.com/watch?v=fdTDNTy0usk&t=110s (01:50) First Big Mistake https://www.youtube.com/watch?v=fdTDNTy0usk&t=131s (02:11) Video Lectures Are a Double-Edged Sword https://www.youtube.com/watch?v=fdTDNTy0usk&t=176s (02:56) How to Understand Video Lectures the First Time https://www.youtube.com/watch?v=fdTDNTy0usk&t=225s (03:45) “Do What You'll Be Doing On Exam Day” https://www.youtube.com/watch?v=fdTDNTy0usk&t=273s (04:33) Second Big Mistake https://www.youtube.com/watch?v=fdTDNTy0usk&t=299s (04:59) What Is Your “Job” on Test Day? https://www.youtube.com/watch?v=fdTDNTy0usk&t=318s (05:18) Don't Run Out Your “Battery” https://www.youtube.com/watch?v=fdTDNTy0usk&t=378s (06:18) Pulling Out the Giant Paper Pad https://www.youtube.com/watch?v=fdTDNTy0usk&t=406s (06:46) “You Can't Disagree With Me On This…” https://www.youtube.com/watch?v=fdTDNTy0usk&t=437s (07:17) “That Will Change Everything For You…” https://www.youtube.com/watch?v=fdTDNTy0usk&t=476s (07:56) The Basketball Example https://www.youtube.com/watch?v=fdTDNTy0usk&t=513s (08:33) The “High-Leverage… Levers” You Can Pull https://www.youtube.com/watch?v=fdTDNTy0usk&t=538s (08:58) When You're Doing These 3-4 Things, It's Hard to Fail… https://www.youtube.com/watch?v=fdTDNTy0usk&t=571s (09:31) Why You End Up Forgetting So Much Material https://www.youtube.com/watch?v=fdTDNTy0usk&t=616s (10:16) There Is a “Better Way” of Covering Material https://www.youtube.com/watch?v=fdTDNTy0usk&t=666s (11:06) 2 Ways to Add the “Secret Ingredient” to Your Process https://www.youtube.com/watch?v=fdTDNTy0usk&t=723s (12:03) “Retrieval Learning”? https://www.youtube.com/watch?v=fdTDNTy0usk&t=781s (13:01) Your Phone Can Literally Be the “Ace Up Your Sleeve” https://www.youtube.com/watch?v=fdTDNTy0usk&t=840s (14:00) Take Advantage of Time You're Already Spending Doing This… https://www.youtube.com/watch?v=fdTDNTy0usk&t=901s (15:01) Add 100 Hours of Study Without Even Trying https://www.youtube.com/watch?v=fdTDNTy0usk&t=968s (16:08) The Best FREE Study Resource https://www.youtube.com/watch?v=fdTDNTy0usk&t=1054s (17:34) Recap https://www.youtube.com/watch?v=fdTDNTy0usk&t=1098s (18:18) How to Take the Evenings Off, Every Day Episode page: https://www.superfastcpa.com/do-you-keep-failing-far-cpa-exam/ Learn the SuperfastCPA Study Approach, Free You'll hear me mention the SuperfastCPA study process multiple times in this episode.  What we teach our customers is how to have a 2-hour main session each day where you can get more done than someone studying 4-5 hours the "normal way".  We cover this in our free "study trainings", which are 1-hour webinars where you'll learn exactly what to do when you sit down to study so that you can 1) move through new material faster, 2) understand and retain it better, and 3) spend less time in front of your review course WHILE getting better results. Register for a free session here: https://www.superfastcpa.com/passnow OR, just text PASSNOW to 44222 and we'll text you back a link to the training. This is one hour that will literally save you months of time and frustration from trying to figure this stuff out on your own, so register for a session today! Register for a free session here: https://www.superfastcpa.com/passnow

Small Business Tax Savings Podcast | JETRO
What Is a Cost Segregation Study and When Does It Make Sense?

Small Business Tax Savings Podcast | JETRO

Play Episode Listen Later Nov 24, 2021 18:45


On this episode Mike Jesowshek, CPA talks with Lester Cook from KBKG about cost segregation.1) What is Cost Segregation?2) What is a Cost Segregation Study & How Does it Work?3) What is Involved in a Cost Segregation Study?4) When should a Cost Segregation study be conducted?5) What are the Benefits of Cost Segregation?6) Interested in Exploring a Cost Segregation Study? Setup a call to determine your eligibility and we will get you connected with our cost segregation expert!LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-a-cost-segregation-study-and-when-does-it-make-senseSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-a-cost-segregation-study-and-when-does-it-make-senseJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxJETRO Packages: https://www.jetrotax.com/packages/Book an Initial Consultation: https://harmonizely.com/mjesowshek-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.comIntroduction to the Small Business Tax Savings Podcast Outro for the Small Business Tax Savings Podcast

What's Your And?
439: Chris Hervochon is an Accountant & Golfer [podcast]

What's Your And?

Play Episode Listen Later Nov 24, 2021 25:35


Chris Hervochon, owner of Better Way CPA, talks about his passion for golfing, his college golfing career, and how his experience in golf has helped him in his career as a CPA and entrepreneur! He also talks about the importance of establishing connections with co-workers in a virtual environment!

She Thinks Big - Women Entrepreneurs Doing Good in the World
165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Nov 24, 2021 31:27


Today's guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities.   Shaan is a client, and we've been working together since about April. In less than eight months and with two tax deadlines in between, Shaan has gone from pretty close to starting from scratch, to more than six figures in revenue.  Shaan talks about his journey as a CPA, from working full-time for someone else to building his own business and transitioning from being a traditional accountant to an advisor.   Highlights: — “There's always going to be more work in your niche than you can handle. It doesn't matter what the niche is.”  — “Advisory is where the future is because that's where the value is.” — “If your clients trust you as a tax preparer, they'll be happy to listen to other ways you can help their business.” — “It's a valid concern that when you outsource work, the quality can be compromised. But it's still possible to find someone who can do good quality work at a very reasonable price.” — “To get started in advisory services, you don't have to know everything. You just need to know more than what your clients do. As long as you are always building your expertise, soon enough you'll know what you need to expand your practice.”    Connect with SHAAN: Website: http://orangecountytaxplanning.com LinkedIn: https://www.linkedin.com/in/shaan-afridi-cpa-aca-627a8342/ Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options

Saints Talk
Can Saints find their way out of tough stretch?

Saints Talk

Play Episode Listen Later Nov 24, 2021 53:04


The Saints have hit a tough spot after losing their third game in a row last week. Now, Buffalo is coming to town.How does New Orleans find its way out of this? Can they? We discuss this and more on this week's episode of The NewOrleans.Football Podcast.Like the show? Get more episodes and exclusive analysis by subscribing to NewOrleans.Football.Are you a business owner needing some guidance with your daily accounting? Daniel Sant, CPA can help get your finances in order! They provide relevant accounting information, detailed analysis, and clear communication in a timely manner. Call today 318-321-2765.It's $10 FREE just for signing up, no deposit required – sign up and get $10 free with promo code THANKS21. This is for new accounts only! Sing up at BUSR.com/NewOrleans

A Quest for Well-Being
Health & Promise Of Happiness

A Quest for Well-Being

Play Episode Listen Later Nov 24, 2021 46:12


— R's KOSO is Japan's best-kept health cleansing secret. R's KOSO contains over 100 different fruits, vegetables, and plant-based ingredients. R's KOSO includes unique ingredients such as seaweeds and mushrooms. Seaweeds are one of nature's best dietary source of iodine, which has been proven to help support the thyroid gland. Plus, seaweed is a little known secret that helps Japanese women maintain such beautiful hair. Mushrooms possess many vital nutrients like β glucans, dietary fiber, mannans, as well as act as prebiotics to stimulate the growth of gut microbiota. R's KOSO utilizes over ten different yeasts during the one-year fermentation process, including lactic acid bacteria, and koji, which is a Japanese cultural fungus. Additionally, R's KOSO contains probiotics, prebiotics, and postbiotics such as acetic acid. All these essential ingredients help improve gut health, which is closely linked to weight loss, skin health, and mental health. Also, it could be long-term solutions for bloated stomach and constipation.  Valeria Teles interviews Ryu Okada - The CEO and founder at R's Koso, INC., chairman and also co-founder at Soramitsu, ex-deloitte, CPA. To learn more about Ryu Okada and his work, please visit: rskoso.com       — This podcast is a quest for well-being, a quest for a meaningful life through the exploration of fundamental truths, enlightening ideas, insights on physical, mental, and spiritual health. The inspiration is Love. The aspiration is to awaken new ways of thinking that can lead us to a new way of being, being well. 

Novogradac
Nov. 23, 2021: What do the 2022 DDAs and QCTs Mean for Your LIHTC Development?

Novogradac

Play Episode Listen Later Nov 24, 2021


Learn about the 2022 qualified census tract (QCT) and difficult development area (DDA) designations and what they mean for low-income housing tax credit developers and properties. In this week's Tax Credit Tuesday podcast, Michael Novogradac, CPA, Novogradac partner Jim Kroger, CPA, and Novogradac manager Sun-Ae Woo, CPA, discuss observations about the 2022 designations and how the COVID-19 pandemic may have affected those designations. They also discuss action items for developers depending on how the 2022 designation will affect their properties.

Small Axe Podcast
There are No Limits: The Game Changer Sequel

Small Axe Podcast

Play Episode Listen Later Nov 22, 2021 35:58


Mike Taravella Jr. is a CPA turned full-time real estate investor. He went from working with Dan Gilbert's startups to asset managing over $150M in multifamily assets throughout the Southeast.  Over the years, he has acquired over $30+M in real estate. It has been a long time since we had my good friend, Mike in this show! He was Small Axe Community's very first guest. He coached me for a year where we spent week by week having a meeting and learning about my real estate career. You can surely learn more about this walking spreadsheet, so make sure to tune in until the end or reach out to him through the links below to know more about this topic!    [00:01 – 05:51] Opening Segment  I introduce our guest, Mike Taravella Jr. Connect with Mike through the links below I met Mike personally for the first time in a year!  I let Mikey share how he has been in the past few year Mike's one cut above the rest [05:52 – 32:10] Catching Up with Mike Getting deals to the finish line Develop a good relationship with your brokers! Mike shares highly-recommended books you ought to read Tools on structuring a deal Buy a good deal - escape nightmares! Expectations for deals on their year one Investor's appetite and making sure they are a right fit for you Taking the time to educate people Build-to-Rent trends Mike on underwriting techniques Getting in line with your Property Manager + having the right team Invest while you learn What's 2022 going to look like for Mikey   [32:11 - 35:57] Closing Segment From the “Game Changer” to “There are no limits” sequel  Connect with Mike through the links below Final words Tweetable Quotes: “The biggest thing is just being accountable to your investors, with yourself, and with the team.” - Mike Taravella Jr.   “I don't want to buy a deal just to buy a deal, I want to feel very confident that we can't hate our expectations, because if you buy a bad deal, it will be a living nightmare.” - Mike Taravella Jr. Find out more and connect with Mike through his email at miket@randcre.com LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. I believe that you only need a small axe to build a lasting empire. Let's start building yours! To know more about me and all the real estate opportunities you can find, you can connect with me on LinkedIn, Instagram, and Facebook or check out my website https://smallaxecommunities.com/ and book a call with me.

The Paid Search Podcast | A Weekly Podcast About Google Ads and Online Marketing

Please support our sponsors because they make the show possible!Get Opteo for free for two months - https://opteo.com/psp2Jason Rothman - https://rothmanppc.com/Chris Schaeffer - https://www.chrisschaeffer.com/Show Notes:This week it's another Q&A episode with some great questions from our listeners about the correlation between maximizing conversions and high CPC, the value of long-tail keywords, how the presence of different match types of the same keywords may affect the ad group, reducing the damage of "other search terms," and tips for breaking into an industry with an extremely high average CPC. (3:44) Q: I've got a small lead gen campaign running on manual CPC using ad group bid levels that has been running well for 45 days. I made the move to maximize conversions without setting a target CPA. Only 2 days in and conversions are going well, but the CPC has gone crazy high. Is this to be expected?A: Yes, it is to be expected. You need to have a solid number of conversions. Try experimenting as a way to test without regret. If you wanted to go automated, try a  click strategy with a  max CPC bid limit. (15:30) Q: When I choose keywords I often type in phrase match and exact match. Should I be tapping into longer tail keywords? The short tail phrase is often of higher value than the long tail. Can I settle with this approach, or do I need to pause the short tail phrase and add in the long tail search terms I'm seeing as keywords to give them a chance to perform?A: Leave the long-tail keywords (defined as more than 3 words) alone. Start with simple phrase match and gather data, then make decisions about how to get better-qualified searches and isolate them. If you're using manual, add those searches as keywords and pull down bids on the short tail and up on the long tail. (25:04) Q: I've got a mixed bag of keyword types in my ad groups. Is it okay to have the same keyword in the same ad group but in different keyword match types? How does the presence of the different match types of the same keywords affect the ad group, if at all? A: Phrase and key match hardly affect things at all. Keep broad versions of keywords in different campaigns so you can control the budget. (32:34) Q: How can I reduce the damage of “other search terms?”A: There's nothing you can do about it, so it's best not to worry about other search terms. The percentage varies a lot by industry with the highest being searches that contain personal information.  (42:38) Q: How do I break into a niche/industry that has an extremely high average CPC?A: Try using broad keywords, you might be surprised. The quality might look awful, but you might get conversions. If your daily budget is too small compared to the average in the industry, things won't run as smoothly. Try running a few days with a bigger daily budget. Have patience. We need your help! Please help us grow the show:If you don't mind, please leave us a rating and review where you listen to podcasts and share the show with friends because it helps us grow the show and create more content. Send us your questions here - https://paidsearchpodcast.com/contact-us/   First 100 Episodes - https://paidsearchpodcast.com/archive/   Adventures by A Himitsu https://soundcloud.com/a-himitsuCreative Commons — Attribution 3.0 Unported— CC BY 3.0Free Download / Stream: http://bit.ly/2Pj0MtTMusic released by Argofox https://youtu.be/8BXNwnxaVQEMusic promoted by Audio Library https://youtu.be/MkNeIUgNPQ