Podcasts about CPA

Retirement doesn't come down to a magic number, it comes down to your number. In this episode, we walk through a simple, personalized framework to help you understand when you can truly retire, based on what you want life to look like, not generic benchmarks.We cover the core question: How much do you want to spend each month? From there, we reverse-engineer your retirement target, factoring in taxes, withdrawal strategies, estate planning, and those big one-time expenses that often get missed.And it's not just about the math. We dive into the emotional side of retirement. It's about how to find purpose, identity, and meaning in this next chapter. Whether retirement feels decades away or just around the corner, this episode will help you stop guessing and start planning with clarity.- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult your CPA or attorney regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the importance of accurate financial reporting, the nuances of EBITDA, and the potential red flags that can arise during the due diligence process. Steven emphasizes the need for financial advisors to maintain clean books and be transparent about their financials, as this can significantly impact the valuation of their practice during a sale. The conversation also touches on the buyer's perspective, the consequences of misleading information, and best practices for running a business effectively. Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: Website | LinkedIn  - THE SUMMIT

On today's Wholesale Hotline Podcast (Subto Edition), Pace Morby breaks down why lowballs are necessary to run a business with deal breakdowns. Show notes -- in this episode we'll cover: Pace Morby breaks down exactly why a $315K "deal" in Mesa, AZ with a $460K ARV is actually a money-losing trap—despite a $145K spread on paper. The real math behind flipping: Pace reveals his full cost breakdown including purchase, closing, renovation, holding costs, agent commissions, and concessions—showing how thin margins kill deals. Why real estate agents label investor offers as "lowball"—and how Pace explains it's usually due to lack of investing experience, not malice. A masterclass in investor mindset: Learn to say no to bad deals, identify seller pain, and move quickly when the numbers (or motivation) don't work.   ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ ☎️ Welcome to Wholesale Hotline & Subto Breakout✌️✌️! ☎️ Need discounts and free trials!? Check this out for the softwares/websites/contracts/scripts/etc we use in our business: ✌️ https://shor.by/pace-youtube ✌️ ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

Piper hosts Plaidcast in Person in front of a live studio audience at the Wadsworth Atheneum in Hartford, CT with guests Don Stewart, Emma Fass, Michael Lenard & Kate Rice Nilan. Brought to you by Taylor, Harris Insurance Services.Host: Piper Klemm, publisher of The Plaid HorseGuest: Don Stewart has a long and illustrious career as a top trainer specializing in the hunters and equitation. He was leading hunter rider at the National Horse Show twice, and as a trainer, has coached many national champions and medal finals winners. Don has a famous sense of humor and a knack for getting his students to relax and succeed in some of the most competitive, high-pressure horse shows in the country. Don operates Don Stewart Stables in Ocala, FL. Guest: Emma Fass is an amateur rider in Virginia, a software engineer, and an entrepreneur. She founded RingSide Pro in 2020 to provide horse shows with better tools and make the experience of horse showing smoother. RingSide Pro is now used all over the country, from local shows to Pony Finals and the USHJA International Hunter Derby. Guest: Michael Lenard is the CFO and co-founder of Horse Spot, a cloud-based platform transforming horse show management through real-time scoring, streamlined entries, and enhanced user experience. A former CPA and Certified Fraud Examiner, he transitioned to the equestrian world full-time after years of competing at the 1.40 m level. He also holds a USEF “R” Jumper Judge license and has managed A-rated shows nationwide. Under his leadership, Horse Spot now supports over 350 shows across 28 states and three countries. Guest: Kate Rice Nilan is the Founder of StableSecretary, one of the original barn management technologies. Kate is a lifelong equestrian who grew up as a competitive junior rider and has spent decades immersed in the hunter/jumper world. She's worn just about every hat you can imagine in a barn—groom, barn manager, assistant trainer, business owner, freelance rider and teacher, and even “horse show mom.”  In recent years, she has gotten back in the show ring herself in the amateur hunters and equitation.Beyond the ring, Kate has also worked in web development, tech support, and education—bringing a unique blend of real-world horse experience and technical expertise to everything she does. She leads product development and customer support for StableSecretary, and still finds time to get back in the saddle whenever she can.Title Sponsor: Taylor, Harris Insurance ServicesSubscribe To: The Plaid Horse MagazineSponsors: Purina, Foxhall Equine and Great American Insurance Group Join us at an upcoming Plaidcast in Person event!

Did you hear about the guy who tried to pay his taxes with a smile? Unfortunately for him, the IRS still prefers cash.All jokes aside, failing to file your taxes for several years is no small matter—but it's not the end of the road, either. Kevin Cross joins us today with practical steps to help you get back on track.Kevin Cross is a Certified Public Accountant (CPA) who has headed CPA firms in Florida and now Georgia. He has studied the tax code extensively and specializes in representing taxpayers before the Internal Revenue Service (IRS).Start With the Present, Not the PastThe further you fall behind, the more difficult it is to catch up. But rather than beginning with the year you first missed, he recommends filing your most recent return first—say, 2024—and working backward as needed. This shows the IRS that you're attempting to come into compliance, not ignoring your obligations.Falling behind on taxes is more common than most people think. Life events like divorce, disability, job loss, or even the rise of gig work can trigger tax complications. For example, many gig workers receive a 1099 for the first time, try to file using online software, and are shocked to discover they owe thousands. Rather than seek help, they freeze—and the following year's return also goes unfiled.Of course, COVID didn't help as many people have been struggling since then to get back on track.Do You Always Have to File?A common misunderstanding is that you must always file. If you're not going to owe anything, you don't have to file. That includes many senior citizens who live solely on Social Security.However, if you're due a refund, you have up to three years to file and claim it. Miss that window, and the refund is forfeited.Importantly, there's a difference between not filing and not paying. Sometimes you don't know what you owe—or if you owe—until you file.Even if you don't owe taxes on the sale of a primary residence, for example, the IRS won't know that unless you file. If you don't, you might receive a letter saying you owe thousands in capital gains tax—money you could've avoided paying.How to Begin the ProcessIf you're unsure how many years you've missed, a good first step is to request a Wage and Income Transcript from the IRS. This document shows all your reported income—W-2s, 1099s, Social Security, retirement distributions, and more. You can request it through the IRS website by searching for “IRS wage and income transcript.”Even with transcripts in hand, deciphering them can be complicated. That's why we strongly recommend seeking help from a CPA or tax professional familiar with IRS representation. You may not know what to do with what you find. You can find a Certified Kingdom Advisor (CKA) in your area who specializes in tax planning and preparation by going to FaithFi.com and clicking “Find a Professional”. Also, it's helpful to know that the IRS's own handbook, the Internal Revenue Manual, usually requires only the last six years of returns to be filed. That's a helpful limit for those unsure where to begin.The IRS Will Work With YouDon't let fear keep you stuck. The IRS can work with you. Options include payment plans or even an offer in compromise, which may reduce your total tax liability.Filing late taxes doesn't have to be terrifying. With the right help and a step-by-step plan, you can get back on track—and even experience peace of mind. The IRS just wants to see you trying. Start with today, and take it one step at a time.On Today's Program, Rob Answers Listener Questions:I have a TIAA retirement account from my husband's time as an adjunct professor at a local community college. It's a small amount. As I'm 76, I'm required to set aside a certain amount each year. I would like to give this to my son now so that those amounts can stay in the account and start accruing interest. Can I do that?We have a credit card balance of $15,000 with an interest rate of 11%. We try to pay $2,000 a month, but the balance keeps increasing. Part of the reason is that our 29-year-old daughter, who lives and works in London, has a card on our account. We initially gave her the card for emergencies and plane tickets home, but she's using it for other expenses, such as occasional Ubers and travel. We want to pay off this card, but we're making no progress. What can we do?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Kevin Cross (CPA)Internal Revenue Service (IRS.gov)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, kicks off an exciting new series titled "AI in Dentistry." As artificial intelligence reshapes industries worldwide, Wes explores how dental practices can harness its power to improve efficiency, profitability, and patient care—without losing the human touch that defines quality service.Wes shares a foundational overview of what AI is, how it compares to traditional automation, and what it means specifically for small business owners and dentists. He discusses the three major categories of AI (predictive analytics, natural language processing, and computer vision), the tech giants behind leading AI tools, and how AI is beginning to influence everything from patient scheduling to marketing.As a practice owner himself, Wes offers a grounded perspective: AI won't replace dentists or financial planners, but it will change how their teams operate—and those who embrace it early will be positioned for success.Get ready for upcoming interviews with the innovators leading the AI revolution in dentistry.

Key Takeaways: Growth Through Retained Earnings: C Corporations offer strategic advantages by allowing businesses to retain earnings for reinvestment without triggering immediate tax liabilities. Tax Strategy as a Growth Tool: Leveraging tools like bonus depreciation can improve cash flow and support long-term, sustainable expansion. Importance of Professional Guidance: Engaging a CPA ensures tax planning aligns with broader business objectives, keeping strategy—not just tax savings—at the forefront. Impact of External Factors: Shifts in economic conditions and tax legislation play a critical role in shaping business structure and tax planning decisions. Return to Financial Fundamentals: Businesses are increasingly emphasizing balance sheet strength and operational resilience over aggressive top-line growth. Chapters: Timestamp Summary 0:00 Leveraging AI and Tax Strategies for Business Profitability 2:32 Building Strong Business Balance Sheets Through Retained Earnings 5:41 Tax Strategies and Mistakes in C Corporation Management 7:45 Strategic Tax Planning and Business Growth with Bonus Depreciation 10:37 Exploring French Origins of Wealth Terminology 11:56 Consult Professionals Before Investing Due to Associated Risks   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Taxes - filing married or separately: check your Medicare Rates and ask you CPA.  Loss Ratio: Money received vs claim payouts. Medicare Part D.

Welcome back to another episode of the Building Your Money Machine Show! Today, we're getting real about something that impacts absolutely every one of us: our unique money personalities. Ever wonder why two people can make the same amount of money, but one ends up with a healthy investment portfolio and the other seems to have nothing but credit card statements and a killer shoe collection? Or maybe you and your partner treat spending like you're playing on rival teams?Trust me, you're not alone—and there's a reason for all of it.In this episode, I break down the four money personalities that I've seen again and again throughout my 30+ years as a CPA, advisor, and author of Building Your Money Machine. I go deeper than ever before into the habits, mindsets, and muscle memory that drive our choices with money. This isn't just about math—it's about why we do what we do.You'll find out which money personality is your go-to, how these personalities interact (sometimes explosively!) in relationships, and strategies to play to your strengths—while building a system that actually works for you, not against you.IN TODAY'S EPISODE, I DISCUSS:The four core money personalities: Saver, Spender, Investor, and PhilanthropistThe impact of early patterns and upbringing on your money mindsetWhy habits and default behaviors around money are so hard to changeHow your money type can shift over different life phasesWhat happens when different personalities collide in relationshipsRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/6 Things I'd Tell My 20-Year-Old Self (as a 63-Year-Old Multimillionaire)Financial Literacy is The Lowest it's Ever Been This is Sad10 Habits Of The "Fake Rich" You Need To AvoidLife Lessons I Wish I Knew Earlier - Here's what matters most14 Hidden Expenses That Silently Destroy Your WealthRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:6 Things I'd Tell My 20-Year-Old Self (as a 63-Year-Old Multimillionaire): https://youtu.be/aqTn3Us9q5oFinancial Literacy is The Lowest it's Ever Been This is Sad: https://youtu.be/BIHtHihEOlY10 Habits Of The "Fake Rich" You Need To Avoid: https://youtu.be/Ijofyr-YtXYLife Lessons I Wish I Knew Earlier - Here's what matters most: https://youtu.be/CChh8Zd36UIORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

A significant portion of American men are concerned aboutretirement, with some even fearing it more than death. Specifically, 44% of mensurveyed express greater fear of retirement than of death, according to YahooFinance. This apprehension is not limited to financial concerns; many men alsoworry about potential boredom and loss of purpose in retirement, as reported byNasdaq. Additionally, a large percentage of working Americans, including men,are anxious about the possibility of insufficient funds for retirement.Michael Kay, Life Coach and Professional Speaker, emphasizesthat life will be challenging if one allows it to happen passively. Thetransition from professional life to retirement is fraught with obstacles anddifficulties. In his career as a fee-only financial planner, Mr. Kay guidedclients through the complexities of identifying their purpose and values. Now,as a coach and speaker, he continues this work without the financial aspects.Mr. Kay's personal transitions—from musician to CPA, to financial planner, tobusiness creator and owner, to author, and then to life coach—have presentednumerous challenges. He is dedicated to assisting others through similartransitions.To support men transitioning from their careers, Mr. Kayfounded Chapter X, a community aimed at helping them navigate this criticalperiod. As a Certified Life Coach, he assists individuals in recognizing andpursuing their core values. Mr. Kay acknowledges the disorderliness of life andhighlights the importance of having someone to provide support and askpertinent questions. After a five-decade hiatus, he has returned to his initialpassion, music, and finds great enjoyment in it. Additionally, he has shiftedhis focus from writing non-fiction to fiction, relishing the creativity ofcrafting characters and stories for entertainment.Beyond his professional endeavors, Mr. Kay volunteers toassist elderly individuals with managing their bills, mail, and other tasks,striving to be a reliable companion. He maintains physical activity throughweight training and yoga.For more information: https://michaelfkay.com/Email: mk@michaelfkay.comLinkedIn: @MichaelF.Kay

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:34) - Company Updates and Good Problems (01:08) - Interface Changes in QuickBooks (03:30) - New Features in QuickBooks Expenses (08:20) - Settings and Notifications (18:12) - Banking Feed Enhancements (22:13) - Error Correction and New Feature Introduction (22:28) - Request Info Button in Banking Feed (26:14) - Intuit Drive and Document Storage (29:51) - Rumors and New Features in QuickBooks (34:02) - QuickBooks Time Integration (35:39) - Fusion: The New Interface (41:05) - Upcoming Events and Announcements Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!Come join Margie for Akadian's first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

In this episode, John Harcar interviews CPA Chris Whalen, discussing the importance of finding the right CPA for real estate investors. Chris shares his journey into real estate, the challenges he faced, common mistakes made by investors, and the significance of tax planning. He emphasizes the need for adequate insurance and the benefits of 1031 exchanges. The conversation provides valuable insights for anyone looking to invest in real estate and highlights the critical role a knowledgeable CPA plays in the process. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Thanks to our partner PromotiveWelcome to Part 1 of our annual Benchmark Report—hosted by Hunt Demarest, CPA, from Paar Melis & Associates. We dig into real financial data from hundreds of auto repair shops across the U.S., based on actual bookkeeping, not surveys.Download your free 2024 Automotive Industry Benchmark Report: https://info.paarmelis.com/2024-automotive-industry-benchmark-reportKey Takeaways:Average monthly sales dropped from $149K (2023) to $123K (2024), but sales per advisor, technician, and bay remained steady.Gross profit % increased (from 51 % → 52 %), and overall expenses dropped (35 % → 33 %), boosting shop profitability.Advertising spend fell (3 % → 2 % of sales): shops that advertise less might be missing opportunities.Productivity plunged (57 % → 47.6 %)—likely due to fixed staff levels & fewer cars in 2024.Context matters: metrics like average repair order, car count, and productivity are interconnected—local benchmarks offer more accurate insight.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton

Join hosts Casey Hiers and Jarrod Bridgeman as they reveal the surprising reason so many dentists flock to their events: the massive, yet often overlooked, financial and business side of dentistry. Learn how a lack of strategic planning in these crucial areas can cost practitioners millions over their careers. Casey and Jarrod pull back the curtain on their selective process for partnering with dentists, emphasizing the commitment needed to truly transform both practice and personal wealth.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginCyberattacks targeting healthcare are rising, with pharmacies increasingly in the crosshairs. From ransomware to phishing scams, the threats are real...and constant.But how can independent pharmacies defend themselves against a digital siege?In this episode of The Bottom Line Pharmacy Podcast we have 3 people of the Sykes & Company team, Scotty Sykes, CPA, CFP®, Chris Sykes, IT Director, and Austin Murray, Marketing Director explore the evolving cybersecurity landscape with a practical lens. This episode covers:The NIST 2.0 Cyber Security FrameworkWhat to ask your script system vendor about securityHow to build a breach response plan that actually worksSocial engineering 101: What is it and how to protect your pharmacyBest practices for employee training, access control, and device auditsMore About Our Guest:Chris Sykes is the Director of IT at Sykes & Company, P.A., where he has been a key part of the team since 2006. With nearly 25 years in the IT industry, Chris combines deep technical expertise with a passion for helping both the firm and its clients become more efficient, secure, and technology-driven. Chris holds a Bachelor of Science in Business Administration with a concentration in Management Information Systems and a Master of Science in Technology Systems, both from East Carolina University. Outside of work, Chris enjoys running marathons, fishing and hunting with his boys, and spending quality time with his family at the beach.Learn more about Chris:Chris Sykes LinkedInCheck out all our social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterMore resources on this topic:Podcast - AI, Audits, & Advocacy: The Pharmacy Survival Guide with Trenton TheideBlog - Technology, Security and Your PharmacyBlog - Protect You and Your Pharmacy: The Growing Threat of RansomwareBlog - Backing Up Your Business DataBlog - Spot a Hacked Email or Bad WebsiteBlog - Protect Your Pharmacy Data from Hackers

Think your law firm's leadership structure doesn't matter until you're bigger? Think again. In this powerful episode, Victoria Collier has a candid conversation about one of the most overlooked — yet most valuable — assets in your firm: your leadership team. Whether you're a solo attorney or running a growing practice, the way you develop and delegate leadership determines more than just your daily workload — it shapes your firm's scalability, sellability, and freedom. 3 Key Takeaways 1.⁠ ⁠The Foundation of a Valuable Firm – Discover why a strong internal leadership team is critical to your law firm's long-term success, sustainability, and valuation. 2.⁠ ⁠Start Before You Think You're Ready – Learn how to identify and nurture future leaders at every stage of your firm's growth — even if you're a solo practitioner. 3.⁠ ⁠Leadership That Transforms – Real stories and practical strategies show how empowering your team can not only improve operations but also change lives. Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, put ChatGPT to the test to answer a question that's on the minds of many real estate investors: Can AI actually replace your tax advisor? Key topics covered: - Where AI like ChatGPT performs well and where it fails - Real-time testing of ChatGPT on short-term rental strategies - Common AI mistakes on REPS, depreciation, and passive loss rules - A new listener question ChatGPT got both right and wrong - Why nuanced tax strategy still requires a real human advisor - How IRS regulations trip up AI systems - Real examples where relying on ChatGPT could lead to audit risk Plus, Thomas shares a fresh, real-world test he ran through ChatGPT just hours after recording and breaks down exactly where it gave conflicting answers. If you're using AI to guide your tax decisions, this is an episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

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Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner with over 35 years of experience in tax reduction and wealth building. Through her proprietary KPGSystem, Dr. Jackson has helped over 100,000 individuals and businesses Keep, Protect, and Grow their wealth. As a trusted expert in financial security, Sherry empowers professionals to safeguard their earnings and create lasting wealth. She is the author of impactful books, including "How to Escape The Rat Race," and reaches an audience of over 44,000 followers on social media, where she shares her knowledge on achieving financial freedom and building a legacy. Dr. Jackson's speaking, books, and consulting work go beyond education, offering actionable strategies for financial success and long-term wealth creation. A sought-after guest, Dr. Jackson is dedicated to helping individuals and businesses unlock their financial potential and secure their future.   During the show we discussed: Identify common tax pitfalls that small business owners should be aware of. Understand what triggers an IRS audit and how to avoid becoming a target. Learn why the IRS often targets small business owners for audits. Explore ways to maximize income while minimizing tax liabilities. Discover the first step a small business owner should take to reduce taxes. Learn when groceries, travel, and meals can be written off legally. Understand the benefits of hiring your kids as a tax strategy. Use innovative strategies to build wealth while minimizing tax burdens. Legally reduce taxes as a small business owner without risking an audit or penalty. Having multiple income streams for tax reduction and wealth building. KPGSystem helps protect and grow earnings in today's financial environment. Navigate complex tax laws effectively to safeguard business earnings. Implement key tax-saving strategies from the very beginning of a business.   Resources: https://shop.sherrypeeljackson.com/  

In episode 40 of Wake Up to Wealth, Brandon Brittingham interviews Sara Lavdas, a Certified Public Accountant and a Chief Financial Officer, as she shares her insights on how entrepreneurs can better manage their finances, avoid common pitfalls, and leverage strategies like cost segregation to maximize tax benefits.Tune in for valuable discussions on wealth management and financial strategies that can enhance your journey to financial independence. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Sara LavdasLinkedIn: https://www.linkedin.com/in/sara-lavdas-73a31aa5/==========================SUPPORT OUR SPONSORS:Email Carson at The Money Multiplier: carson@themoneymultiplier.comHorizon Trust: https://www.horizontrust.com/BrandonBResponsive Mortgage: https://www.responsivemortgage.com/Rocketly: https://rocketly.ai/   

Learn more about PEAK FREEDOM Is progress slower than you want it to be?It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn shares why action beats over-prep, and how CPAs can move faster by running small, low-risk experiments with less overthinking and overplanning.…Link to full shownotes: https://www.businessstrategyforcpas.com/353…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

In this episode of the Real Estate Pros podcast, host Michael Stansbury interviews John Merrill, a seasoned real estate professional from Indianapolis. John shares his unique journey from being a CPA to becoming a successful entrepreneur in the real estate industry. He discusses the challenges he faced while transitioning to a commission-based career, the importance of having a clear vision, and how he built trust with his investors. John also touches on his personal interests, including his love for vintage stereo equipment and music, and concludes with insights on his current ventures and syndication strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

For the last 25 years, the FBI's Internet Crime Complaint Center (IC3) has collected reports from victims of online scams, and its latest annual report found that Internet-based fraud shows no signs of slowing down.SponsorsRoutable - http://ohmyfraud.promo/routableHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:IC3 Turns 20 [FBI]Internet Crime Complaint Center Marks 20 Years [FBI]Avoid Scams: Online Sales and Auction Fraud [Secret Service]FBI Releases Annual Internet Crime Report [FBI]Internet Crime Report 2024 [FBI]List of U.S. states and territories by population [Wiki]Operation Level-Up: How the FBI Is Saving Victims from Cryptocurrency Investment Fraud [FBI]International Cybercrime Malware Service Dismantled by Federal Authorities: Key Malware Sales and Support Actors in Malta and Nigeria Charged in Federal Indictments [DOJ]IC3.govCybercriminals and scammers stole a record $16B in 2024, new FBI report says [USA Today]FBI says online scams raked in $16.6 billion last year [NBC News]Scammers stole $16.6 billion from victims last year [Axios]Cybercrime losses up to $16 billion in 2024, FBI says in annual report on Internet crimes [UPI]Column | Scam losses hit almost $17 billion. The fix is bigger than self-help. [Washington Post]

This episode is sponsored by: My Financial Coach You trained to save lives who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity. Visit: https://myfinancialcoach.com/bootstrapmd/ to meet your financial coach and find out if concierge planning is right for you. ____________ Dr. Mike Woo-Ming interviews Enpo Tu, COO of My Financial Coach, to discuss how physicians can avoid common financial missteps while building long-term wealth. Enpo explains the challenges physicians face around health insurance, tax planning, business structures, and financial advising, and how My Financial Coach provides unbiased, subscription-based financial planning without commissions or product sales. Together, they cover how to set up your business with an exit strategy in mind, when and why to create an LLC or S-corp, and how to vet whether your CPA is providing real value. Enpo also shares how My Financial Coach acts as "primary care for your finances," identifying early warning signs and coordinating with vetted experts across legal, tax, and investment disciplines. Three Actionable Takeaways: Start with the end in mind: Are you building to sell, building a legacy, or creating a personal income engine? Check whether you're taking only the standard deduction—if so, ask what your CPA is really doing for you. Focus on optimizing your taxes now for guaranteed returns, rather than worrying about what the markets or government may do. About the Guest: Enpo Tu is Chief Operating Officer at My Financial Coach, where he leads an education-first, process-driven financial coaching model tailored for physicians and high-net-worth professionals. With designations including CFP®, ChFC®, CLU®, CAP®, RICP®, and an MSFS degree, Enpo brings expertise across financial planning, insurance, estate, and retirement planning. Beyond his advisory work, he has led SEO and marketing strategies that have positioned My Financial Coach as a leading resource in the financial coaching space. Enpo regularly speaks and writes on topics such as physician finances, tax efficiency, entity structures, and practice ownership.

John Randolph sits down with Joy Lutz, founder and CEO of Aligned CPA in Lake City, Florida, on Episode 71 of CPA Life. Joy has been “right behind the trailblazers” in the profession as she's grown her firm from two to eight employees within the past four years, and the knowledge and experience she's gained are keys to this discussion. Joy has placed Aligned's focus directly on helping service-based businesses simplify their financials, optimize tax strategies, and develop growth plans, all while avoiding billable hours and utilizing a full-service, monthly recurring revenue model that incentivizes her employees to give great service. She discusses proper talent acquisition and running a firm like a business while highlighting her belief in community engagement and mentoring as cornerstones to success in Accounting, evidenced by Aligned being named the Small Firm of the Year by PASBA for 2025. Get the full show notes and more resources at CPALifePodcast.com

$900K Retirement Plan at 60: Stock Market Analysis**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **Wondering if $900K is enough to retire comfortably at 60? In this retirement video, we dive deep into stock market analysis and retirement strategies tailored for those nearing retirement with a $900K retirement nest egg. We'll explore key retirement investment opportunities, stock market trends, and potential risks to help you make the most of your retirement portfolio and maximize your retirement income. Whether you're already retired or planning your exit from the workforce, this retirement analysis will give you the confidence and insights you need to plan your future.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first firm leaders to embrace remote work, and he remains a proponent of it. His firm also was one of the first to offer outsourced CFO services. In this JofA podcast episode, Grunden reflects on his firm's growth, explains how cultures can mesh during a merger, and predicts where the future lies for CPAs. Hint: It's not in delivering financial statements to clients. In an earlier JofA interview, Grunden discussed not feeling fear when trying something new and explained why Monday is his favorite day of the week. What you'll learn from this episode: ·         The evolution of outsourced CFO service offerings. ·         Why Grunden says remote work “is the way to go.” ·         How off-site retreats helped grow postmerger culture. ·         What “remaining independent” means to Grunden. ·         The future of client advisory services. ·         Why a client's “graduation” should be celebrated.

Apple Podcast Description: In this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Jeff Trapp, an experienced tax strategist and founder of Tax Planning Pros. Jeff clarifies the differences between an Enrolled Agent (EA) and a CPA, shares candid stories about his path into the tax field, and offers practical advice for business owners on proactive tax planning. Listen in as Jeff reveals common tax mistakes, the importance of building your personal brand, and key tips for keeping your books in order. Whether you're a solo entrepreneur or a seasoned business owner, this episode is packed with timely insights on saving money, building wealth, and navigating the complex world of taxes. Plus, discover how Jeff overcame setbacks to launch his own successful firm and what you should be asking your accountant to maximize your financial legacy. Learn more about Jeff at taxplanningpros.com and get inspired to take control of your business—and your taxes—today! **Contact Ed Parcaut:** -

In this conversation, Dylan Silver interviews Adam Austin, a real estate investor and CPA, who shares his journey into real estate, the challenges of managing rentals from a distance, and the intricacies of Airbnb investments. Adam discusses the importance of leveraging knowledge and resources in real estate, the lifecycle of an Airbnb deal, and the benefits of long-term rentals versus flipping properties. He emphasizes the significance of understanding real estate appreciation and the unique ways to leverage debt for financial growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Episode 216 of The Unique CPA kicks off a three-episode CAS block, starting with Randy Crabtree's conversation with Christine Triantos. Christine, who has over 30 years of experience as one of the trailblazers of CAS within the profession, discusses its fundamentals, differentiating it from traditional accounting services like bookkeeping and write-ups. She highlights the importance of proactive guidance and leveraging technology to enhance efficiency, and explores how her own service providers, Infinite Advisors and Infinite Ties, can smooth this process. Delving into best practices, pricing strategies, managing client expectations, and the significance of industry-specific niches, Christine emphasizes the value of effective client communication and the boon to work-life balance that maintaining a successful CAS practice can provide. Get the full show notes and more resources at TheUniqueCPA.com  

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Career paths in healthcare facilities management are rarely linear, and Steven Atkins' journey is no exception. In this episode, we explore how Steven's diverse life experiences and unexpected opportunities led him to become a Director of Facilities Management—a role he never anticipated but fully embraces.From twists and turns to pivotal moments, Steven shares insights into how each step along the way prepared him for leadership in healthcare facilities. Whether you're exploring a new career or already in the field, this conversation will inspire you to see the potential in every experience.Tune in to discover how unplanned paths can lead to purposeful careers.

In this episode, Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services, speaks with Tax Planning Certified Professional™ (TPCP™) Program director Sophia Duffy, JD, CPA, AEP® about the possible tax policy changes contained in the “One Big Beautiful Bill Act” currently making its way through Congress. In addition to making many of the changes put in place in the 2017 Tax Cuts and Jobs Act (TCJA) permanent, they discuss some exciting possibilities for tax-informed financial planning, including new exemptions and deductions for business owners (such as financial advisors!), expanded uses for 529 and HSA accounts, cap changes for state and local taxes, and more. Find all episodes at TheAmericanCollege.edu/Shares.

Succession planning isn't just about stepping away; it's about protecting the future of a CPA firm, ensuring smooth leadership transitions, and maintaining client trust and operational continuity. Alvin Fennell and Stan Sterna from Aon join us to discuss how firms can mitigate risk when going through a leadership transition. Topics discussed:1:16 – How a strong, proactive succession plan helps small and midsize firms manage professional liability risk5:07 – Risk considerations for firms entering into a private equity deal10:40 – How firms can ensure continued client service during a leadership transition16:46 – The role of legal protections and buy-sell agreements during a firm transition25:01 – Insurance considerations Resources:Firm management and succession planning articles and eventsLearn more about Aon

In this episode of the *Business First Podcast*, host **Sonia Alleyne** sits down with **Susanne Mariga**, CPA, author, and expert in entrepreneurial finance, to unpack the transformative *Profit First* method. As a **fractional CFO**, Susanne helps business owners take control of their cash flow, make intentional profit, and build sustainable, successful businesses—especially within minority and underrepresented communities. From her personal journey as an entrepreneur to her mission of empowering others to understand their numbers and value their services, Susanne shares practical strategies to move from surviving to thriving. The episode also highlights her broader vision of social impact, including sending girls to school globally through proceeds from her book.

Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In this episode, we explore how it works, who it's best suited for, and how it can help reduce long-term tax liability.Unlike tax loss harvesting, which involves selling investments at a loss to offset gains, tax gain harvesting is about intentionally realizing gains when you're in a low or zero percent tax bracket—allowing you to reset your cost basis without triggering federal tax in certain situations.This strategy is most effective in taxable brokerage accounts and is typically not applicable to retirement accounts like IRAs or 401(k)s. It tends to work best in years where your income is lower, such as early retirement or transition periods before drawing Social Security.Even with additional income from dividends or part-time work, many people can still benefit from this approach. However, it's important to consider potential state tax implications as well.We'll break down how tax gain harvesting fits into a broader retirement tax strategy, what makes someone a good candidate, and how to use it thoughtfully as part of your long-term financial plan.- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult your CPA or attorney regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

I can't believe I've been doing this since 2016. All I've ever wanted was to help small business owners run more profitable businesses. To share what I learned from top retailers and my own experience having a small business. Business numbers are the most important tool a small business owner has to grow their sales & profits and over the years, this has become my top requested content.  Time to pivot...Let's discuss -----------------------------   CONTACT ME:

Today on the Egg Whisperer Show podcast, I'm joined by Dr. Lorne Brown Dr. Brown is the founder of Acubalance Wellness Center in Vancouver, British Columbia, Canada. Once an accountant, he left his career as a CPA to receive a Doctorate of Traditional Chinese Medicine (Dr. TCM) at Vancouver's International College of Traditional Chinese Medicine, and trained in hypnosis, functional medicine, cold laser therapy and Psych K. His training in this exciting mix of wellness practices allows him to help patients tap into their innate ability to heal from pain, digestive disorders, anxiety, hormone imbalances and reproductive health issues. He's done a lot of ground breaking work around laser acupuncture protocols, and integrative medicine. I'm excited to have him on to talk about his practice and experience today! Read the full transcript on my website. Find Dr. Lorne Brown's website here: https://lornebrown.com/ Subscribe to my YouTube channel for more fertility tips! Join Egg Whisperer School Checkout the podcast Subscribe to the newsletter to get updates Dr. Aimee Eyvazzadeh is one of America's most well known fertility doctors. Her success rate at baby-making is what gives future parents hope when all hope is lost. She pioneered the TUSHY Method and BALLS Method to decrease your time to pregnancy. Learn more about the TUSHY Method and find a wealth of fertility resources at www.draimee.org.

In this episode, we're joined by financial educator and profit strategist Jamie Trull for a conversation that bridges travel, family, and finance. Jamie shares how her background as a CPA led her to help families and small business owners make smarter financial decisions—and how those choices can open the door to more meaningful (and affordable) travel.We dig into how points and miles fit into a bigger financial strategy, the importance of separating personal and business expenses, and when it might make sense to form an LLC or S-Corp. Jamie also breaks down the often-overlooked tax implications of credit card rewards and offers tips for keeping finances organized to maximize benefits.One highlight? Our chat about teaching kids financial literacy—whether by adding them as authorized users, paying them through a family business, or simply involving them in travel budgeting. Jamie encourages families to create “fun funds” by setting aside a percentage of profits, making room for joy and connection without financial guilt.This episode is packed with practical advice and empowering insights for anyone looking to make their money—and their miles—go further.Submit Your Summer Road Trip Series Story HEREFacebook GroupSponsors For This EpisodeTour Radar MEGA Sale!Find Us On InstagramMary Ellen | JoJamie's ResourcesHire Your Kids MasterclassHidden Profit BookYoutube ChannelInstagramFacebookAffiliate LinksCredit Card Affiliate LinksThe above link includes referrals for almost all travel cards (AMEX, CapitalOne, co-branded cards)If you need Chase links please reach out! We would be happy to send you our personal referral links or the Daily Drop newsletter link that will allow you to access our affiliate links.We receive a small commission when you use our links. This is an amazing way to show your support for the show at no cost to you ❤️

EPISODE SUMMARY Join scientist and mindset & high-performance coach Claudia Garbutt and Business Consultant Cary Prejean for another Leaders Are Readers Wired For Success Book Club feature and author interview!   If you're ready to scale and turn your business into a well-oiled machine that thrives without you, this is the book for you!   In this episode, we talk about: - Cary's proven framework for operational strategy — drawn from 30+ years of hands-on experience and his book Optimize! - How founders can stop being the bottleneck — and start leading with clarity, vision, and confidence - Why your words matter more than you think — and how effective communication builds (or breaks) trust within your team   EPISODE NOTES Cary is a native of Louisiana, where he graduated with High Honors from UL-Lafayette with a major in accounting, and minors in Economics and Finance. He acquired his CPA license in 1982.   He founded Financial Design Consultants, Inc. in 1987 with offices in three south Louisiana cities and a staff of 16, During this period of working with business owners, he also taught courses at four universities in south Louisiana - LSU, UL-Lafayette, SLU and BRCC. He became a certified ontological coach with the Newfield Group.   He's coached hundreds of business owners and couples in empowerment and effectiveness during that time. He founded CFO Consulting, LLC in 2020 and changed the name to Strategic Business Advisors, LLC in lat 2023 to reflect the work he does in strategic planning and change management.   His vision is to work with business owners on mastering 1. business self-sufficiency, 2. visionary development as an ongoing practice, and 3. long-term strategic planning and execution.   Links: Freebie: https://strategicbusinessadvisors.org/book/   Get the book: https://www.amazon.com/Optimize-Operational-Functional-Effective-Organization/dp/1948382849   https://strategicbusinessadvisors.org/ https://www.linkedin.com/in/caryprejean/   https://www.facebook.com/CFOconsultingLA https://www.instagram.com/cfoconsultingllc54/   ------------ Click this link to listen on your favorite podcast player and if you enjoy the show, please leave a rating & review: https://linktr.ee/wiredforsuccess ------------------ Music credit: Vittoro by Blue Dot Sessions (www.sessions.blue) ----------------- Disclaimer: Podcast Episodes might contain sponsored content.

In this episode of Growing Your Firm, host David Crostello welcomes back Geoff Bruskin, founder of White Tiger Connections, to discuss the evolving landscape of talent in the accounting profession. Geoff shares insights from his extensive experience in mergers and acquisitions (M&A) for CPA firms, emphasizing the growing importance of talent acquisition and retention in today's market. He outlines the dual trends of M&A and talent, as well as the impact of technology on these areas. Additionally, Geoff introduces his recent venture into business brokerage, helping CPA clients sell their businesses, further enhancing the services offered to the accounting community. Tune in for a thought-provoking conversation that explores how firms can leverage talent and technology to thrive in a competitive environment. Geoff Bruskin is a distinguished figure in the realm of mergers and acquisitions (M&A) within the accounting profession, known for his innovative approach to talent acquisition and business growth strategies. As the founder and leader of White Tiger Connections, Geoff has dedicated his career to facilitating transactions that empower CPA firms to thrive in an increasingly competitive landscape. His expertise extends beyond M&A; he is also a recognized authority in recruiting for the CPA profession, helping firms not only to grow through acquisitions but also to build robust teams that drive sustainable success.

Sienna Jackson, the CEO of Nortera.io, walks us through her unexpected shift from entertainment executive to impact strategist. In Part Two, Sienna Jackson dives deeper into the business of social impact—from why she walked away from Hollywood to how she's now helping build one of Africa's largest funding summits. She explains how impact is more than a buzzword—it's a measurable, strategic discipline. Sienna shares how to bridge silos, build coalitions, and roll up your sleeves to help the helpers. From the boardroom to Ethiopia, she shows that real change isn't about ego or noise—it's about clarity, community, and execution.Key Highlights of Our Interview:The Off-Ramp to Impact“I didn't have a master plan. I just started doing small things—bought a domain, formed an LLC, sent one email: ‘I'm doing social impact now.' That was the pivot.”You Can't Improve What You Don't Measure“Impact is the net positive change rendered as a direct and material result of your actions. If you can't model it, predict it, or quantify it—it's just branding.”Culture, Cause, Capital“My work lives at the intersection of culture, cause, and capital. You need all three to drive sustainable, global change.”Building a Real Profession“We don't have a bar association or CPA license for impact work. That's a problem. I'm creating a survey to start defining our industry.”Don't Silo—Build Coalitions“You have to speak multiple professional languages. That's how you bring nonprofit leaders and private sector players into the same room—and actually get something done.”Help the Helpers“If you feel overwhelmed, find the people already solving the problem—and ask how you can contribute. That's how real change starts.”___________________________Connect with us:Host: Vince Chan | Guest: Sienna Jackson  --Chief Change Officer--Change Ambitiously. Outgrow Yourself.Open a World of Expansive Human Intelligencefor Transformation Gurus, Black Sheep,Unsung Visionaries & Bold Hearts.EdTech Leadership Awards 2025 Finalist.20 Million+ All-Time Downloads.80+ Countries Reached Daily.Global Top 1.5% Podcast.Top 10 US Business.Top 1 US Careers.>>>180,000+ are outgrowing. Act Today.

Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Every one of us in ministry. What? No, you say, I'm a CPA, I'm an engineer, I manage people at a construction company.  Yes, and you are called to be an Ambassador for Christ there.  The Apostle Paul agrees, as he wrote to the Ephesians, in Chapter 6 I am in chains now, still preaching this message as God's ambassador. So pray that I will keep on speaking boldly for him, as I should.  If Paul can be an ambassador in chains in prison, then we (without chains) can too….wherever He placed us. And God placed YOU in YOUR SPECIFIC WORKPLACE for a reason. For HIS REASONS, not our own.  

Ready to save $10k-$50k in taxes this year? Book a call here:► https://taxstrategy365.com/pod-appIn this episode from the ATL Real Estate Conference, I share how I went from failing senior year math to becoming the youngest CPA in Illinois. I walk through the tax strategies I use with real estate investors, like cost segregation, depreciation, and how to take advantage of the short-term rental loophole. I also talk about mindset, making smart investment decisions, and avoiding common tax mistakes. Throughout the session, I share real examples and lessons from my own journey and client experiences.Timestamps:00:00:00 Intro 00:00:30 Writing your own story & becoming a CPA after failing math 00:01:45 Lessons from working at a pizza place 00:03:00 Working at Deloitte & shifting focus to helping everyday investors 00:04:05 First property purchase story and seller concessions 00:05:01 Psychology of loss and walking away from a Deloitte bonus 00:06:32 What you stand to gain vs. lose 00:07:13 Three biggest killers of wealth: taxes, inflation, indecision 00:08:21 Commonly missed tax deductions 00:09:26 Power of depreciation explained 00:10:52 Boosting cash-on-cash returns with cost segregation 00:12:33 Using losses to offset income from other sources 00:13:29 Personal tax return breakdown and tax strategy 00:15:13 Short-term rental loophole & qualifying tests 00:17:33 Real-life client success example 00:20:11 Net worth assessment and investing strategies by stage 00:22:40 Live-in flip and tax-free gains strategy 00:25:03 Rules for converting primary to rental 00:26:24 Cash-out refi vs. selling appreciated properties 00:27:00 Seller financing explained with real examples 00:30:46 Income shifting and Roth IRA strategy for kids 00:32:20 Never hold rentals in a corporation 00:32:50 The "Catch Me If You Can" mentorship analogy 00:33:53 Closing remarks Want me to answer your real estate questions? Come to my next Ask Me Anything Q&A:► https://taxstrategy365.com/pod-amaLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/ryanbakkecpa/► Twitter: https://twitter.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Social equity programs in Cannabis come with complex financial requirements that go far beyond standard business accounting. Many businesses participating in these programs struggle to meet ongoing compliance obligations, risking their licenses and partnerships.From detailed revenue sharing agreements to specific reporting requirements, social equity compliance involves financial tracking that most accountants aren't familiar with. Mistakes in documentation or reporting can jeopardize both the equity partnership and regulatory standing.Join us for an informative podcast as Andrew Hunzicker, CPA breaks down the financial compliance requirements for Cannabis social equity programs.You'll learn:- State-specific social equity financial requirements and their implications- Proper documentation and accounting for equity partnerships and revenue sharing- Ongoing reporting obligations that businesses must maintain- How to structure partnerships to meet both business and compliance goals- Common financial compliance mistakes in social equity programs- Best practices for maintaining accurate records that satisfy regulatorsWhether you're participating in a social equity program or advising clients who are, this session will help you navigate the complex financial landscape of Cannabis social equity compliance.

Middle management gets a bad rap: too much pressure, not enough power, and none of the credit. But what if we've misunderstood its purpose all along?In this episode, we reframe the middle—not as a corporate purgatory, but as a vital proving ground. You'll discover why this role is more than a rung on the ladder—it's a shaping season that builds vision, resilience, and sound judgment.We'll explore:Why the role is misunderstood (and unfairly maligned)How the valley of middle management forms you—not just frustrates youWhere the role is headed in the future—from manager to wayfinderKey takeaway: Stop trying to escape the middle. Start learning from it.Challenge: Ask yourself: How is this season shaping me into the leader I'm becoming?About Clay Scroggins:  Clay Scroggins is a sought-after ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠speaker and leadership coach⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠known for his practical and engaging approach to leadership. He is the author of three books, most notably ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠How to Lead When You're Not In Charge⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. With a passion for helping leaders thrive in any environment, Clay brings valuable insights and real-world experience to this podcast and his ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠weekly email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more at ClayScroggins.comAbout Adam Tarnow: Adam Tarnow is a recovering CPA and now a partner at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PeopleWorks International⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, where he heads the Leadership Development Practice. He is the co-author of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Edge: How to Stand Out by Showing You're All In⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and shares his insights on leadership through his Substack, Beyond the Obvious. Learn more at AdamTarnow.com

On today's Wholesale Hotline Podcast (Subto Edition), Pace is joined by Eric Richards to break down his process A to Z. Show notes -- in this episode we'll cover: Eric breaks down his latest “subtail” deal in small-town Ohio—buying a 4-bed home with zero hard money, using subject-to financing, a $5K down payment, and a creative cross-collateralization strategy. From $53K purchase to $115K sale, Eric and his team executed a full rehab and resale in under 60 days—clearing $30K+ profit without spending a dollar out of pocket. How Eric built a 22-person team, scaled his local reputation, and now dominates his market with flips, rentals, wholesales, and soon a property management and title company—controlling the full real estate stack. Why creative finance thrives in rural markets: less competition, more seller flexibility, and big returns in overlooked zip codes—especially with strong local operations. Eric lays out his Everest goal: to control the real estate landscape from Pittsburgh to Knoxville via partnerships, services, and affordability-focused ownership—making him not just an investor, but a community builder.   ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ ☎️ Welcome to Wholesale Hotline & Subto Breakout✌️✌️! ☎️ Need discounts and free trials!? Check this out for the softwares/websites/contracts/scripts/etc we use in our business: ✌️ https://shor.by/pace-youtube ✌️ ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

Jesse Mecham is a personal finance expert, speaker, business leader, and the Founder of You Need A Budget (YNAB for short). A self-proclaimed “recovering CPA,” he is deeply passionate about teaching individuals, families, and business owners his method to taking control of their money and making it work for them. Jesse hosts The Jesse Mecham Show, and is the Wall Street Journal best-selling author of book You Need A Budget. He is on the show to discuss the biggest mistakes we make when it comes to money, how to use scarcity to our benefit, reframing saving, how to get out of debt, why naming your money is important and how to differentiate between present and future you. This is a fun empowering episode that will help you cultivate a better relationship with money.This episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct, or indirect financial interest in products, or services referred to in this episode.Visit www.ynab.com/well to claim an exclusive three-month free trial, with no credit card required.Produced by Dear Media.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Brad sits down with CPA and comedian Bob Wheeler to break down the real money game—from conquering fear of the IRS to maximizing legal tax strategies. They cover how mindset shapes financial success, why most people sabotage their own wealth, and how Bob helps entrepreneurs keep more of what they earn. If you want to stop playing victim and start playing to win, this is a must-watch.   Bob's links https://www.dollarbookdeal.com/ebook4buck-start https://www.instagram.com/thebobwheeler/