Podcasts about CPA

Jill M. Jackson, known as the Mississippi Medium, has lived a life shaped by extraordinary spiritual experiences. Growing up in the Bible Belt, she began seeing spirits around the age of seven—an ability that left her both frightened and confused, especially when told by her preacher that her gifts were “evil.” For years, Jill hid her abilities, pursuing a conventional career as a CPA and Business Manager in Hollywood. But after several near-death experiences, she could no longer deny her soul's true calling. Today, Jill is a Psychic Medium, Spiritual Teacher, and published author dedicated to helping others awaken to their own gifts and life purpose. In her book Mississippi Medium, she shares unforgettable experiences from the spirit world, including visitations and messages from murder victims seeking justice. Today on The Grave Talks, Jill opens up about her journey, her mission, and the remarkable encounters that have defined her work with the other side. For more information, visit her website at jillmjackson.com. #TheGraveTalks #PsychicMedium #MississippiMedium #NearDeathExperience #Message From Beyond #Mediumship #TrueGhostStories #ParanormalPodcast #SpiritualAwakening #TalkingToTheDead Love real ghost stories? Don't just listen—join us on YouTube and be part of the largest community of real paranormal encounters anywhere. Subscribe now and never miss a chilling new story:

If you're serious about building wealth through real estate, you can't afford to ignore the tax side. In this episode, CPA and active investor Sean Graham breaks down how cost segregation and bonus depreciation can save you (and your investors) tens or even hundreds of thousands in taxes—without changing your investment strategy. We cover how to use cost seg the right way, why most CPAs are doing it wrong, and what high earners need to know about the latest tax bill that could bring back 100% bonus depreciation. Whether you're a GP looking to raise smarter or an LP trying to boost after-tax returns, this episode is non-negotiable.Key TakeawaysWhat Cost Segregation Actually Does for YouReclassifies components of a property to accelerate depreciation over 5–15 years instead of 27.5 or 39.Allows investors to take massive deductions in year one—sometimes more than the cash they put into the deal.Creates phantom losses on K-1s that can offset other passive income or gains.Bonus Depreciation: What It Is, and Why It Matters100% bonus depreciation (introduced in 2017) allows investors to deduct qualifying property in year one.It's phased down since 2023 but may return under new legislation.Huge benefit for both LPs and GPs—particularly when paired with proper tax strategy.Using Cost Seg to Raise Capital More EffectivelySmart GPs use depreciation estimates during the raise to attract savvy investors.Many LPs care more about the tax benefits than the projected cash flow.For deals over $1M, cost seg should be factored into your underwriting and pitch.The “Look-Back” Strategy for Missed DepreciationAllows owners to retroactively apply cost segregation—even years after purchase.No need to amend prior tax returns; benefits can be taken in the current year.Especially powerful when strategic timing aligns with real estate professional status.Avoiding Common CPA MistakesMany CPAs aren't familiar with real estate—leading to missed deductions and bad advice.Make sure your tax pro understands real estate-specific strategies like bonus depreciation, short-term rental loopholes, and REPS.Ask the right questions: Do they know how to handle depreciation recapture? Real estate professional status? IRA investing?How to Work with a Cost Segregation Firm the Right WayInvolve a cost seg firm early—before closing—so you can plan ahead and market benefits to investors.Studies typically cost $5K–$10K, but often result in six-figure tax savings.Smaller properties can use a “condensed engineering study” for reduced fees without sacrificing IRS compliance.Connect with SeanMavenCostSeg.com/Blank Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)

Welcome to another episode of Accelerate Your Business Growth! Today, host Diane Helbig sits down with Suzanne Mariga, CPA, certified Profit First Professional, and founder of the Mariga Group. Suzanne is passionate about empowering minority entrepreneurs to achieve financial freedom through intentional financial habits and the proven Profit First methodology. In this conversation, Suzanne shares actionable strategies for managing cash flow, building sustainable profitability, and avoiding common pitfalls that keep even high-earning businesses from thriving. Whether you're struggling with cash flow, wondering how to price for profit, or want to level up your financial systems, Suzanne's advice will give you practical tools to create lasting success. Plus, she reveals how her book is making an impact beyond the business world. Join us for invaluable tips to help you flip the script on your business finances and set yourself up for enduring growth! Be sure to pick up a copy of Profit First for Minority Business Enterprises If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. We are also honored to be selected by FeedSpot as one of the Top 10 Growth Hacking Podcasts, Top 25 Evergreen Podcasts and Top 50 Business Growth Podcasts on the web. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices

Running a private practice is rewarding, but the financial side can feel overwhelming. That is why I am excited to have Kristin Meador, CPA on the show today. Kristin is not only a Certified Public Accountant but also a Profit First Professional who works closely with therapy practice owners across the country. She is here to take the stress out of your numbers and show you how to build a more profitable and sustainable practice. In this episode, you will learn: How to simplify your bookkeeping and actually use your numbers to make decisions Why Profit First works so well for private practice owners A simple system to trim thousands in unnecessary expenses How to confidently set your rates and when to raise them What to consider when paying yourself and your team Get ready for practical and encouraging advice that will help you finally feel confident about your private practice finances. Resources Mentioned In This Episode  Read the show notes here Watch on YouTube  Use the promo code “GORDON” to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Meet Kristin Meador Kristin Graduated from The University of Tennessee with her Bachelor's and Master's in Accounting. She became a Certified Public Accountant shortly after and worked tirelessly at a Big 4 accounting firm, earning the promotion of Senior Auditor. After reaching her corporate life threshold, Kristin traveled the world before creating her own firm.  When Kristin founded Gradient Accounting, she was quickly able to fulfill all her passions: being a digital nomad, working as an accountant, and helping fellow small business owners achieve travel dreams of their own.  Along with traveling internationally for about 3 months each year, Kristin loves exploring her hometown of Knoxville, TN, and the beautiful nature of the Great Smoky Mountains. Website LinkedIn Instagram Free Three-Minute Pricing Checkup Tool 

From completely overwhelmed to 2x revenue in 5 months. Learn how one CPA built a firm that could run without him when life happened.

NOTE :Agence : https://www.j7media.com/frFormez-vous : https://j7academie.com/Newsletter : https://j7media.com/escouadeVous lancez ou scalez un e-commerce et voulez payer vos ventes moins cher sur Facebook Ads ? Dans notre nouvel épisode de No Pay No Play, Antoine vous montre pas à pas comment créer et paramétrer une campagne Shopping Advantage Plus — celle qui concentre aujourd'hui la majorité des résultats sur Meta.Au programme :Quand l'utiliser (et quand s'en passer)Le setup exact : objectif, budget, attribution, audience large, placementsLes réglages qui comptent (et ceux à ignorer, comme les Site Links)La structure créative qui répartit bien le budget pour apprendre vite et scaler proprement

In this inspiring episode, Nicole Kehl sits down with Nicole Hall, a CPA, homeschooling mom, and founder of her own accounting practice. Nicole shares her journey from a surprise start in bookkeeping to building a 6-figure firm that supports her values and lifestyle. She opens up about overcoming imposter syndrome, redefining success, and how she makes business work around her life, not the other way around. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

QuickBooks for payroll? You're Doing it All Wrong.

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

https://www.frommilitarytomillionaire.com/pcs

The Law Firm Review Secret No One is Telling You About

Still running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadmap, and see why great prompts mirror great delegation. Leave with practical steps to hand off meetings, elevate decision-making, and reclaim time for strategy and growth.Chapters(01:17) - Chase's Sabbatical and Transformation (02:36) - Challenges of Rapid Growth and Burnout (03:28) - Finding Purpose and Slowing Down (13:59) - Effective Delegation Strategies (19:11) - Delegation Example: Managing Team Meetings (25:16) - Approval for Meeting Cancellations (25:37) - Delegation Framework Explained (26:02) - Addressing Delegation Failures (30:48) - Team Responsibility Inventory (32:56) - Delegation Roadmap (36:28) - Defining Success in Delegation (42:11) - Encouraging Decision-Making Autonomy (49:21) - Human at Scale: Transforming Operations (51:51) - Conclusion and Next Steps Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Chase DamianoLinkedIn: https://www.linkedin.com/in/chasedamiano/Learn more about Human at Scalehttps://humanatscale.com/https://humanatscale.com/assessmentConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

On today's episode, Dan Crowley speaks with Nicole Smith, Certified Franchise Executive for the Doxa Talent Philadelphia. As a former customer and now Franchise Executive for Doxa, Nicole provides great insight to the virtual assistant industry. With the cost of labor rising in the United States, this conversation is super useful for anyone looking to outsource and improve their administrative (or other) duties. This podcast is sponsored by Herbein and Company, Inc. Herbein + Company, Inc. is a leading CPA advisory firm, creating impact nationally and locally since 1972. We build value through exceptional service and innovative solutions, and provide client-focused accounting, tax, advisory, HR consulting, wealth management, and risk management services.  We offer a wide range of strategic advisory services, including outsourced accounting and finance through our On-Demand Accounting & Advisory group and business valuation services through our Management Advisory group.   Let's talk. Fill out our contact form and we'll follow up to explore how Herbein can help your business move forward.

You've done it—you hit your retirement number.

On this week's episode of Passive Income Playbook, Pascal Wagner interviews Amanda Han and Matt MacFarland. They break down the One Big Beautiful Bill for real estate investors, from the return of 100% bonus depreciation and why placed-in-service timing matters to smart ways LPs can plan for depreciation recapture instead of fearing it. Amanda and Matt also hit SALT cap relief, pass-through entity tax elections that can turn state taxes into deductible business expenses, and a niche but powerful new 100% write-off for buildings used directly in manufacturing. You'll hear practical LP due-diligence red flags, how to sync exit timelines with your CPA, and why “strategy stacking” can compound savings across your portfolio. Amanda Han & Matt MacFarlandCurrent role: Managing Director & Co-founders, Keystone CPA. Based in: Fullerton, CaliforniaSay hi to them at: https://www.keystonecpa.com/ | LinkedIn | Instagram This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Building Your Money Machine Show! In this episode, I'm pulling back the curtain on one of the most popular and controversial trends in personal finance today: the FIRE movement — Financial Independence, Retire Early. After more than 30 years as a CPA, entrepreneur, and financial educator, I've witnessed countless people chase the dream of early retirement, only to find themselves back at work faster than a market crash.Today, I'm digging into the 8 biggest problems with FIRE that no one's really talking about. If you've ever thought about retiring early, or you're already hustling toward financial independence, this episode will help you rethink your strategy so you don't sacrifice the best years of your life for a number on a spreadsheet. I'm sharing real stories, personal experiences, and the specific pitfalls that can turn FIRE from financial independence into a life of frugality, stress, and missed opportunities.Plus, I'll be walking you through my lifestyle cost calculator—yours for free—so you can finally figure out what your freedom actually costs (hint: not the number you see on Instagram).IN TODAY'S EPISODE, I DISCUSS:Why the extreme savings rates in FIRE are like financial crash dietingWow chasing an early retirement number can actually train you to avoid joy in lifeOver-reliance on the 4% rule and market performanceWhat really happens when your career suddenly stopsWhy FIRE isn't equally accessible to everyone,What most FIRE advocates ignore about medical costsMy four-step roadmap to financial independenceRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/If You Don't Understand Bonds, You Don't Understand Money7 Things I Wish I Knew Before I Retired8 Signs You're NOT Ready For The Upcoming Recession40 Harsh Truths I Wish I Knew in My 40sHow to Build Your Financial Freedom Engine (Step-by-Step)RECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:If You Don't Understand Bonds, You Don't Understand Money: https://youtu.be/7d9Lz0D0uzA7 Things I Wish I Knew Before I Retired: https://youtu.be/t5DL9bZYRiw8 Signs You're NOT Ready For The Upcoming Recession: https://youtu.be/Spnhr_Ecd0s40 Harsh Truths I Wish I Knew in My 40s: https://youtu.be/RUIh5osQigoORDER 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

In this episode of Relentless Health Value, host Stacey Richter sits down with Dr. Stan Schwartz, co-founder of ZERO.health, to explore the practical realities and benefits of direct contracting in healthcare.  Dr. Schwartz shares his journey from traditional healthcare to pioneering bundled payments and direct contracts, offering actionable insights for employers, providers, and anyone interested in making healthcare more affordable and predictable. The conversation covers the challenges of claims, cost variability, operationalizing direct contracts, and the impact on both patients and providers. Discover how employers and providers can use bundled payments to cut costs, simplify administration, and deliver $0 out-of-pocket care for patients. It was an honor to get Dr. Schwartz on the pod, and we are doubly thankful because he stepped up and offered to help support Relentless Health Value financially as well as spending his time with me and you. So, thanks to everyone over at ZERO.health for being part of the kind of folks who support shows like this one. Dr. Stan Schwartz is co-founder over at ZERO.health. ZERO gets members access to high-quality providers for $0 out of pocket, leveraging bundled payments and direct contracting. This episode, as I just said, is sponsored by ZERO.health, with an assist from Aventria Health Group. === LINKS ===

If Your Bookkeeper is Doing this You are Failing.

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee benefit plans at PwC in Miami. Craig co-founded CAPA, a certified public accounting firm in 2004 and merged with Hancock Askew in 2020 prior to forming Veridian in 2025. He serves on the audit and finance committee of the Board of Directors for Catholic Charities of the Archdiocese of Miami and is a member of the University of Miami's School of Business Accounting Advisory Board. Craig and his firm, Veridian, are advisor members of FOX and we are thrilled to have their expertise available within our membership community. In recent years, technological advancements have transformed the role of the advisor serving UHNW families. Craig talks about how the role of the advisor has evolved alongside technology, and particularly how the role of the CPA has changed. With the rise of AI, we are beginning to witness the next-stage transformation of the family advisor role. Craig shares his thoughts on what is likely to happen to the role of the fiduciary advisor in the era of AI – how will CPAs, estate planners, and wealth planners will coexist with the AI tools. One practical consideration advisors and families need to navigate is the increasingly divergent preferences between older-gen and rising-gen clients. Craig offers his tips on how professionals and clients can best manage the “generational tug of war” caused by their different values and preferences. Finally, Craig provides his and suggestions for UHNW clients on how best to interact with their CPA – especially given all the self-serve tools and AI solutions that are increasingly available in all professional services fields. Please enjoy this highly informative conversation with a leading expert and experienced UHNW advisor serving enterprise families.

In this power-packed episode, Jaryd Krause sits down with serial founder and dealmaker Anthony Franco, a man who knows exits inside and out. Having built and sold seven companies—six of them successfully, including two to publicly listed firms—Anthony brings rare, battle-tested wisdom to the table. Together, they dig into what it really takes to engineer a successful exit in the $5M–$50M range. From preparing your business to maximize valuation, to structuring deals that minimize risk for both buyers and sellers, Anthony shares the strategies he’s used to navigate countless transactions. He doesn’t sugarcoat it either—every deal has “hair” on it, and this conversation unpacks exactly how to handle those messy, unexpected challenges that can tank a deal if you’re not prepared. You’ll learn:✔️ How to structure an exit so you walk away with more security and better terms✔️ Why taking your foot off the gas before closing can destroy your valuation✔️ How buyers can avoid catastrophic mistakes by spotting risk early✔️ What makes a business truly attractive to both strategic and financial buyers✔️ The evolving role of AI in business growth, exits, and even the future of work Whether you’re eyeing a future sale, planning to acquire, or just want to build a business that’s more valuable and resilient, this episode is a masterclass in deal-making straight from someone who’s been through it all.

Topics include:  Key DC updates   AI, tech and transformation trends in accounting  Technical updates    Speakers:   Erik Asgeirsson, President & CEO, CPA.com  Mark Koziel, President & CEO, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Sarah Ference, Risk Control Director, Accountants, CNA Insurance  Nicole Graham, Risk Consultant, Aon 

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, a CPA and certified tax planner, dives deep into the critical topic of entity structuring for business owners and real estate investors.Are you aware of the tax traps that could be costing you thousands? Chris discusses the importance of setting up the right entity structure to protect your assets and maximize tax efficiency. He shares real-life examples, including a case study of an investor who operated a seven-figure real estate business under his personal name, exposing himself to significant liability and tax inefficiencies.If you're a business owner or real estate investor looking to optimize your tax strategy, this episode is packed with valuable insights you won't want to miss!Don't forget to follow to our channel for more episodes on tax planning and financial strategies. If you find this episode helpful, share it with a friend who could benefit from this information!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginBuilding a thriving team in today's pharmacy landscape starts with you. But what exactly does good leadership look like? Is leadership a learnable skill that can be developed over time? In this episode, Scotty Sykes, CPA, CFP® and Bonnie Bond, CPA, MBA sit down with leadership expert Kelley Babcock to explore how effective leadership can make or break independent pharmacies. From self-management to team development, Kelley shares practical strategies that empower pharmacy owners to lead with clarity, energy, and purpose.We cover:- Why leadership is an inside job that starts with managing yourself- How coaching-style leadership can transform team performance- Strategies for building a high-performing, engaged team culture- Time and energy management tips for every pharmacy ownerAnd more!More About Our Guest: Kelley Babcock is the Founder of Leadership Growth Formula and has made it her mission to learn the secrets of leadership and share them with independent pharmacists everywhere. Bringing over three decades of proven experience as an in-the-trenches leader of high-performing teams, Kelley has successfully managed $40 million in revenue for a Fortune 500 company and later doubled the revenue of a small business development company while serving as its COO. Under her leadership, that organization also grew its employee base fivefold, a testament to her ability to scale both people and performance.Beyond her professional achievements, Kelley is proudly married to her husband Tim for 40 years, a devoted mom to two adult children, and a “pandemic puppy parent” to a spirited malti-poo. A Florida native through and through, she combines business acumen with a deep commitment to family and community.Want to learn more about Kelley and Leadership Growth Formula? Click below to check them out! Kelley Babcock LinkedInLeadership Growth Formula WebsiteLeadership Growth Formula FacebookLeadership Growth Formula LinkedInStay up to date on new episodes by liking and subscribing! Stay connected with us on social media: FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterMore on this topic: Podcast: Building a Super Culture in Your PharmacyPodcast: Pharmacy Leadership AmplifiedPodcast: Becoming a Pharmacy Gladiator

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, answer real investor questions from the investing community, tackling some of the most pressing topics around bonus depreciation, short-term rentals, and advanced tax planning. Tune in to learn: - How cost segregation results differ between condos, single-family homes, and properties with big-ticket land improvements like pools - Why new renovations on older rentals may still qualify for 100% bonus depreciation under the latest rules - The nuances of converting a personal residence into a short-term rental, and when only 40% bonus depreciation applies - The pros and cons of using Form 3115 to catch up missed depreciation—and why DIY may not be the best option - Key IRS rules around ADUs, STR participation, and what really triggers depreciation recapture This Q&A-style episode delivers practical answers to questions investors are asking right now in 2025. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Send us a textDo you have a home office? The desk you're sitting at could save you up to $1,500 a year in taxes.Many business owners skip this deduction because they think they don't qualify or fear an IRS audit. The truth is, most do qualify. One client of mine saved $1,100 in just 30 minutes by setting it up.In this episode, Mike Jesowshek, CPA, explains who qualifies, the two ways to calculate it, how to document properly, and the mistakes that cause business owners to miss out. You'll also learn how the home office deduction can unlock other tax savings like business mileage.

3 S-Corp Facts They Don't Tell You

Feeling scattered because you're offering every service under the sun to every kind of client?In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I'll walk you through the four lanes you can choose from, how to decide on your primary lane, and when it actually makes sense to allow exceptions. If you're tired of tax season chaos and running on fumes, this episode will help you simplify and get your sanity back.…Link to full shownotes: https://www.businessstrategyforcpas.com/363…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. …

This episode we're amped to talk about taxes. That's because new U.S. laws benefit both salon owners and stylists. Blake brings in Chris Wittitch, a CPA and partner at Boyum Acounting, to break it all down. They chat about the exciting new FICA tax tip credit now available to the beauty industry and what salon owners need to know to take full advantage of it. They also touch on the new tax-free tips for service providers and discuss the impact of digital tipping platforms like Venmo and PayPal. Tune in to get all the insights straight from an expert and make sure you're maximizing these new tax benefits!MORE RESOURCESComplete guide to tax reporting for salonsNo Tax on Tips guide for salon employeesFind more guides and learn how your salon company can work with Chris Wittitch at salon.cpa00:00 Introduction00:33 Meet the expert: Chris Whittich, Summit's right-hand accountant01:10 Understanding the FICA tip credit04:41 Salon owners: Maximizing the FICA tip Credit13:58 Tax-Free Tips: What service-providers need to know24:22 Impact of digital tipping and 1099-K reporting28:38 Conclusion and what happiness means to Chris Follow Summit Salon Business Center on Instagram @SummitSalon, and on TikTok at SummitSalon. SUMM IT UP is now on YouTube! Watch extended cuts of our interviews at www.youtube.com/@summitunlockedFind host Blake Reed Evans on Instagram @BlakeReedEvans and on TikTok at blakereedevans. His DM's are always open! You can email Blake at bevans@summitsalon.com. Visit us at SummitSalon.com to connect with others in the industry.

Rewarding customer loyalty is probably as old as commerce. These days, consumers accumulate hundreds, thousands, sometimes even millions of points that can be used to acquire everything from their favorite drink, to airline tickets, or simply pay a balance on a credit card. The fact that these rewards have an intrinsic value is something many easily forget about, making them a great target for fraud.SponsorsRoutable - http://ohmyfraud.promo/routableHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 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/Sources:The lucrative business of airline loyalty schemes [AFR]A History of US Airline Deregulation [Travel Insider via Wayback Machine, accessed on Aug 29, 2025]Alaska Airlines miles stolen: What to do if your account is hacked [Fox13 Seattle]Alaska Airlines customers complain of possible hack after miles stolen from accounts [KIRO 7]Check your mileage plans! (Mine was hacked) [r/AlaskaAirlines]Mileage Account Hacked [r/AlaskaAirlines]My Southwest Rapid Rewards account was hacked: How I got my points back [The Points Guy]My AAdvantage account was hacked: Here's what happened and how you can protect yourself [The Points Guy]Largest Employer by State 2025 [World Population Review]Sam's Club [Wikipedia]Rewards Points Scheme Nets Arrest; More Sac County Victims Likely [Folsom Times]

In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, continues his conversation with Mike Pennisi, owner and founder of the Rinnovo Group. With over 18 years of experience and more than 250 dental offices completed, Mike offers guidance for dental practice owners planning a new build, remodel, or office expansion.Art and Mike walk through the essential planning points, including defining the practice vision, reviewing contracts, ensuring facilities support today's technology needs, and addressing potential challenges with landlords. They also discuss ADA compliance, the differences between ground-up builds and expansions, how payment structures are arranged, and the effect of current tariff policies on construction costs.Listeners will gain insights into working effectively with construction professionals and coordinating with banks, CPAs, attorneys, and other advisors to keep projects on track. As a continuation of their earlier discussion, this conversation equips practice owners with the knowledge to avoid costly missteps and build a strong foundation for future growth.

Esteemed Colleague David reached out with a question about donation requests at their place of employment.  How does your company engage in philanthropy?  xo Jess Join me live every week for the Monday Club inside the Leader Assistant community on Circle! Jess Lindgren 4465 E Genesee Street STE 114 Syracuse, NY 13214 Join the newsletter if you're feeling fancy: askanassistant.substack.com Patreon is another fancy option: https://www.patreon.com/jesslindgren I always love to hear from you: askanassistant.com Book a 1:1 with me: jesslindgren.com/coaching Lay your comments, questions, thoughts, and concerns on me.   #askjess #askanassistant #donations #corporategiving #philanthropy

Ellen Alphonso, CPA, is a Senior Manager at Boyum Barenscheer PLLP and a recognized expert in employee benefit plan audits, with extensive experience guiding plan sponsors through the complexities of employee benefit plan compliance. Licensed as a Certified Public Accountant in Minnesota, Ellen has led audits for retirement plans ranging from under $500,000 to over $5 billion in assets, offering a rare depth of insight across a wide spectrum of plan sizes and structures.Known for her collaborative approach and clear communication style, Ellen excels at translating technical audit findings into actionable strategies for fiduciaries and plan management. Her work emphasizes not only regulatory compliance but also the importance of accountability, transparency, and a participant-first mindset.Ellen leads Boyum Barenscheer's training initiatives for employee benefit plan audits, a vital component of the firm's ongoing compliance with its EBPAQC (Employee Benefit Plan Audit Quality Center) credentials. She also contributes her expertise as a member of the Minnesota Society of CPAs' Audits of Employee Benefit Plans Conference Task Force, helping shape educational programming for practitioners across the state. Beyond her professional work, Ellen serves as the board treasurer for In the Heart of the Beast Puppet and Mask Theater, supporting the organization's mission to foster creativity and community through the arts.In this episode, Eric and Ellen Alphonso discuss:Prioritizing specialized expertiseStrengthening audit scope and practicesAddressing common pitfallsLeveraging auditors as partnersKey Takeaways:Auditors with deep experience in employee benefit plan audits reduce errors and ensure compliance. Choosing specialists, especially for first-time audits, safeguards accuracy.Effective audits go beyond financials to include compliance checks, reconciliations, and verification of new employee contributions, building stronger systems.Errors often stem from overextended HR/payroll departments, manual processes, or system changes. Proactive integration and training minimize risks.Strong audit firms provide more than compliance—they communicate with service providers, share best practices, assist with onboarding, and support fraud prevention through security measures.“Absolute best practice I see in my superstar clients is they do reconciliations regularly and on an annual basis.” - Ellen AlphonsoConnect with Ellen Alphonso:Website: https://myboyum.com/leadership/ellen-alphonso/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ Important clarification from the podcast show dialogue: "If an ERISA plan exceeds 100 participants with an account balance but remains under 120 in perpetuity, then the plan would not require an audit for each subsequent year that it remains under 120 participants with a balance. Please verify current rules and check with your plan record-keeper, advisor, or CPA to ensure compliance with this requirement." The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Before Amazon was Amazon, some people took a huge risk and bought stock in the company. Luckily, that risk paid off for them! Now, history is repeating itself with some AI stocks where they could be the next Amazon, or they could completely fail. So, how should physicians who want to invest in AI take an appropriate level of risk? Nate Renieke and Kyle Hoelzle answer exactly that and break down how you can make riskier investments and still be on track for retirement. We discuss how investing “extra” money allows doctors to invest in the “hot” new things, if they want to, while still saving enough to retire without regrets. We also answer your colleagues' questions. A Family Medicine doctor in Oregon says, My wife is retiring soon at 50, and she is wondering if it makes sense to do Roth conversions in her 401(k) plan? A Dermatologist in Texas asks, I have accumulated several million dollars, and according to your plan, I could retire today. My portfolio is made up mostly of stocks, but is it a good idea to adjust it so I own more bonds? An Emergency Med Doc in North Carolina was told by their CPA to not be in a solo 401(k) and instead be in a SEP IRA. They want to know what we think of that advice. Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match, visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

John Randolph picks up part 2 of his conversation with Nate Goodman, founder of Goodman CPA, on Episode 77 of CPA Life. Diving deeper into the bold decisions and core values shaping his firm's future, Nate discusses the challenges and rewards of moving away from traditional tax compliance work, the importance of building the right team, how faith and family guide every step, and more. Nate is candid about letting go of legacy clients and navigating growing pains, as well as about the ambitious goals he has for his firm, including increasing his numbers by 10x over the next several years. But he stresses that he will always seek to accomplish his goals without sacrificing what matters most, and while ensuring that what he does is in accordance with God's will. Get the full show notes and more resources at CPALifePodcast.com

Retire on Dividends: Is It Really Possible?**Schedule your free virtual consultation

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, delves into  the recently issued IRS Rev. Proc. 2025-28 with Mark Gallegos, CPA, MST, Partner — Porte Brown. Tune in to discover the implications of this IRS guidance and hear about the strategic decisions businesses can make to take advantage of presented opportunities.   What you'll learn from this episode:  Details of Rev. Proc. 2025-28 Changes made by H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) to Sec. 174 research & experimental (R&E) expenditures Options for small businesses to be able to retroactively take advantage of the changes Decision criteria for evaluating how to advise affected businesses How to navigate R&E expenditures going forward for 2025 returns  AICPA resources Planning after tax changes Practical Insights from IRS Rev. Proc. 2025-28 Summary of IRS released R&E expense guidance under H.R. 1 and Rev. Proc. 2025-28 Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In This Episode Social media doesn't have to be overwhelming or complicated—it can be a system that fuels your business growth. In this episode of Systems Simplified, host Adi Klevit interviews Shanel Evans to uncover how consultants and service providers can use social media strategically to attract the right clients. Shanel shares her entrepreneurial path, starting as a CPA and nonprofit leader before launching her marketing consultancy. She explains how “ditching perfection” and showing up authentically is often more impactful than polished content. Instead of rushing to sell solutions, Shanel encourages consultants to meet clients where they are by speaking directly to their struggles and desires. Throughout the conversation, Adi and Shanel discuss the role of systems in marketing, from documenting processes to showing up consistently on the right platforms. They also highlight the importance of clarity, authority, and visibility in building scalable, sustainable businesses.  

We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masako in Washington state and Reid in Indiana have less than a million saved. Can they still accomplish their retirement goals in their 60s? Mr Buckeye in Ohio and Old Macdonald in Maine have less than a million saved, and Curt in Pennsylvania has less than $1.5 million saved. Can they retire early - in their 40s and 50s?    Free financial resources & episode transcript: https://bit.ly/ymyw-546 DOWNLOAD The Going Solo Guide WATCH Going Solo: Navigating Your Financial Future Single on YMYW TV CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment ASK Joe & Big Al for your Retirement Spitball Analysis LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts SUBSCRIBE or FOLLOW on your favorite podcast app JOIN THE CONVERSATION on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:36 - We're 59 and 65 with Less than $1M. Can We Still Accomplish Our Retirement Goals? (Joe and Masako, WA state) 08:18 - We're 33 with $200K. Can We Retire at 65 and Spend $159K/Year? (Reid, IN) 15:58 - Calculate your Free Financial Blueprint 16:32 - We're Early 40s With $795K. Can We Retire at 55? (Mr Buckeye, OH) 28:38 - Watch Going Solo: Navigating Your Financial Future Single YMYW TV, Download the Going Solo Guide 29:25 - I'm 43 With $50K and a Paid Off House. Can I Retire ASAP? (Old MacDonald, Limington, Maine) 37:35 - I'm 35 With $1.4M. Can I Retire at 45 and Spend $75K/year? (Conshohocken Curt, PA) 49:04 - Next Week on the YMYW Podcast 49:23 - YMYW Podcast Outro

The Secret to Law Firm Success No One is Talking About

In this engaging conversation, Danielle Michel, a CPA and serial entrepreneur, shares her journey into real estate investing, her strategies for maximizing profits through short-term rentals, and the importance of tax strategies in real estate. She discusses her experiences with property management, the advantages of short-term rentals, and how to navigate tax laws to benefit investors. Danielle also touches on her diverse entrepreneurial ventures, showcasing her passion for business and innovation. 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   —--------------------

In this episode, Wes Read, CPA and financial advisor, highlights a common mistake among dental practice owners: treating financial planning as a one-time task instead of an ongoing cycle. Just like dental hygiene requires regular checkups, financial hygiene needs consistent monitoring, updating, and adjustment.Wes explains the fourth phase of financial planning: Implement → Monitor → Revise → Repeat. Following a structured rhythm ensures clarity, accountability, and faster progress toward financial independence.Seven Key Activities for Dental Practice Owners:Review monthly financial statements (profit & loss, balance sheet, cash flow).Update long-term personal financial plan annually (ideally in January).Revisit personal spending plan annually to track expenses accurately.Complete tax projections twice yearly (June and October/November).Update family payroll annually in January to optimize taxes and 401(k) contributions.Adjust doctor payroll three times yearly (January, June, October) for taxes and retirement.Complete cash flow forecasts and allocate surplus capital in June and October.Wes notes that traditional CPAs often focus on historical data and compliance, while dental-specific financial advisors help align practice cash flow with personal financial goals, creating real traction toward wealth.Key Takeaways:Financial planning is an ongoing cycle, not a one-time event.Monthly reviews and annual updates keep you proactive.Semi-annual tax and cash flow planning prevent surprises.Working with a dental-specific advisor accelerates wealth building.Consistency compounds into financial freedom and lifestyle flexibility.Resources Mentioned:Financial Activity Cadence

What do accountants and NFL broadcasters have in common? More than you might think. The Unique CPA goes in an entirely different direction on Episode 228 to kick off the football season, with host Randy Crabtree joined by Jeff Joniak, the iconic voice of the Chicago Bears, for a conversation that's equal parts practical wisdom and behind-the-scenes storytelling. Jeff reflects on his journey to the “toy department of life,” the sports broadcast booth, sharing lessons on preparation, finding your voice, and the art of communicating under pressure. Along the way, Randy and Jeff particularly focus on the effectiveness of storytelling—the value of a well-told tale can't be understated. Wisdom for accountants can come from the most unexpected places, and you're sure to find something to take away from this thoughtful and entertaining episode. Get the full show notes and more resources at TheUniqueCPA.com  

The One Big Beautiful Bill Act (OBBBA), signed into law July 4, lowered the tax-exempt bond financed- test for low-income housing tax credit properties from 50% to 25%, giving states the ability to potentially double the amount of bond-financed tax credit transactions that they can finance with the same amount of bond cap. In this episode of the Tax Credit Tuesday podcast, Michael Novogradac, CPA, Novogradac partner Charlie Rhuda, CPA, and Novogradac principal Julie Lawrence, CPA, discuss Internal Revenue Code Section 42 and Section 142(d) key compliance areas, including minimum set-aside tests, rent limit rules, handling over-income tenants and compliance monitoring. The episode provides valuable insights for developers and investors on navigating the complexities of combining LIHTC with private-activity bonds.

In this conversation, Luzy and Aminder explore the journey of becoming a CPA, the importance of understanding personal and business finances, and debunk common myths surrounding accounting. Aminder shares insights on the significance of categorizing expenses, the necessity of paying oneself as an entrepreneur, and the personal growth that comes with entrepreneurship. Episode Highlights: 00:00 Introduction to the Journey of a CPA 02:42 Understanding Personal and Business Finances 05:35 Debunking Accounting Myths 08:32 The Importance of Categorizing Expenses 11:22 Paying Yourself as an Entrepreneur 14:21 Personal Growth Through Entrepreneurship 17:16 Cultural Perspectives on Money Management 20:07 Building a Business and Client Relationships 22:46 Advice for Entrepreneurs on Financial Management 25:28 Defining Wealth and Closing Thoughts

A growing bank balance doesn't always mean a healthy business.

In this episode, we delve into the complexities of depreciation recapture, a crucial concept for real estate investors. We share personal experiences and insights on how this affects tax strategy when selling rental properties. Discover why having a CPA is crucial, and explore techniques such as 1031 exchanges to optimize your investments.A few key takeaways are...Understanding depreciation recapture and its impact on taxesThe importance of a CPA in real estate investingReal-life examples of managing property sales and tax implicationsPlus, hear strategies to defer taxes, including 1031 exchangesWant more? Join us on Wednesday, September 17, for our free webinar, Rental Management Made Easy: Earn More, Stress Less. Seats will fill up quickly, so act fast to secure yours now!  Resources:Secure your seat for our upcoming free webinar on September 17Simplify how you manage your rentals with TurboTenantMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

Business Weekend Hack for Tax Savings

This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing season will be like for their clients' tax pros and how the advisor can help create better client outcomes through proactive communication. Brad and Steven share a perspective on the logistics of going from Congress passing a bill to tax returns actually getting filed, and what it means for the pressure and timing clients will experience this year. Steven and Brad also walk through why the big beautiful bill might not feel all that big on a client's tax return because a lot of the hype was around planned rate increases not taking effect. https://zurl.co/u11dy