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Key Takeaways: Private Equity Focuses on Growth Private equity means outside investors put money into a privately owned business to help it grow and make more profit. Learn to Cut Costs Like Private Equity Business owners can act like private equity investors by carefully watching expenses and finding ways to spend less on getting new customers while still making good profits. Plan for the Long Run Setting clear financial goals and making smart plans for the future helps businesses grow and become more valuable over time. CPAs Can Do More Than Taxes A great CPA (Certified Public Accountant) doesn't just handle taxes. They can also help you create smart financial strategies, similar to what private equity investors do. Work With Financial Advisors Teaming up with financial advisors can help protect your money and find new ways to grow your business with creative financial tools and plans to lower risks. Chapters: Timestamp Summary 1:40 What Is Private Equity? 2:47 Thinking Like a Private Equity Pro 4:45 Strategies for Business Improvement 6:22 Planning with the End in Mind 8:24 The Role of a CPA and Wealth Manager 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.
Host: Welcome to Money Matters, the podcast that dives deep into the world of finance, business, and the people who keep the wheels of industry turning. I'm Adrian Lawrence, and today we're exploring one of the most crucial yet often misunderstood roles in the world of business finance—the Financial Controller. Ever wondered who makes sure the financial ship stays on course? Who's behind those detailed reports that guide a company's future? That's what we're here to unpack. We'll delve into what a Financial Controller does, why they're essential, and how their role is evolving in today's fast-paced, technology-driven world. Let's get started! Host: First things first—what is a Financial Controller? Essentially, they are the guardians of a company's financial health. A Financial Controller—or simply "Controller"—is a senior executive who oversees the accounting department and ensures the integrity of a company's financial reporting. Think of them as the ‘chief accountant,' managing everything from daily bookkeeping to strategic financial planning. They're responsible for the accuracy of financial statements, compliance with laws and regulations, managing budgets, and overseeing internal controls. To put it simply: if a Chief Financial Officer (CFO) is the captain of a company's financial ship, the Controller is the navigator, ensuring the ship stays on course, avoiding any financial icebergs along the way. Without them, the business would have a very tough time maintaining fiscal responsibility. Host: Now, let's break down some of the core responsibilities of Financial Controllers. Financial Reporting: This is one of their most significant roles. Controllers are responsible for preparing financial statements—think balance sheets, income statements, and cash flow statements. These documents give a comprehensive overview of a company's financial health and are used by stakeholders, investors, and regulatory bodies to gauge how the business is performing. Budgeting and Forecasting: They play a crucial role in the budgeting process. By analyzing past financial data and current trends, they help set realistic budgets and financial goals. Forecasting helps the business anticipate future revenue and expenses, which is key to making informed strategic decisions. Internal Controls: A controller's job is to implement and monitor internal controls to ensure compliance with financial policies and regulations. This involves making sure that financial transactions are properly authorized and recorded, minimizing the risk of fraud or errors. Tax Compliance: Controllers oversee tax filings, ensuring that a company is in compliance with local, state, and federal tax laws. This is a high-stakes responsibility, as mistakes can lead to fines, legal trouble, and a damaged reputation. Cash Flow Management: Controllers monitor the company's cash flow to ensure it has enough liquidity to meet its short-term and long-term obligations. Proper cash flow management can mean the difference between a thriving business and one that struggles to stay afloat. Host: That's a lot of ground to cover, right? Financial Controllers truly are the backbone of a company's financial operations. But their role doesn't stop there. They're also strategic partners to the CFO and other executives, providing financial insights that help shape the company's direction. Host: To excel in this role, Financial Controllers need a unique blend of skills. Let's highlight some of the key ones: Accounting Expertise: A deep understanding of accounting principles is essential. Most Controllers have a background in accounting or finance, often with certifications like CPA (Certified Public Accountant) or CMA (Certified Management Accountant). Analytical Thinking: They must be able to interpret complex financial data and translate it into actionable insights. Visit FD Capital to find the perfect Financial Controller.
I'm very excited to welcome my ‘bestie as a guestie', Sheila Hansen, onto the podcast!Sheila is one of my dearest friends who's also in Nebraska - she's a fellow mom of 3, and a CPA (Certified Public Accountant) who's had her own firm for 7 years (she has over 15 years experience in the accounting space though). She's on a mission to help female owned businesses feel confident about their money and build wealth, without burnout. Sheila experienced a major identity crisis when she became a mom; over time, this led her to start her own accounting firm. As she began to delve into her life in other ways, her self-awareness and communication skills were totally revamped, which led to another significant life shift.It can feel challenging and super uncomfortable to work through difficulties in your life, but when you choose to do so, so much GOOD comes from it too - Sheila and I both know this well! Maybe you're struggling with knowing when to set a boundary, or you're capping the potential for you and what is possible for your life. Whatever it is, please know that you ARE worth doing this work (regardless of how hard it may be) - the healing that awaits you on the other side is pretty incredible!In this episode, we cover:How improved self-awareness and communication greatly impacted Sheila, and ultimately, led to divorce and co-parenting for her and her former husbandWhat can happen when you have healthy boundaries in place and choose to release all expectationsLearning to honor and accept the emotions you're experiencing, instead of suppressing them and feeling shame, guilt, etc. Why attachment and attunement are what humans need most, and are also lacking mostGetting support where you need it so you can truly understand YOUR particular needs, and get out of what feels like ‘survival mode'Resources & Links:Listen to Episode 11 of the Profitable Women Podcast: The Power of Self-Awareness with Terryn DrielingJoin the waitlist for the Good Movement CollectiveGood Movement TrainingsGood Movement music by: Aaron EspePodcast produced by: Jill Carr PodcastingConnect with Sheila:Follow on Instagram @sheila.hansen.cpaCheck out her websiteListen to The Profitable Women PodcastConnect with Terryn:Follow on Instagram @terryn.drielingCheck out my websiteSend me an email at terryn@faithfamilyandbeef.comMake sure to hit subscribe/follow so you never miss an episode!Find the complete show notes here:
Sanjoy Bhattacharya was born in India and grew up in the Chicago area, finishing all of his education there as an MBA, CPA (Certified Public Accountant) and CFP (Certified Financial Planner). He retired at the age of 41 and moved to St. George 25 years ago. Sanjoy has not slowed down one bit since retiring: he has taken classes in 48 straight semesters at the Utah Tech ICL (Institute for Continued Learning); enjoys playing 4 sports each week: pickleball, racquetball, table tennis, and golf; volunteers at multiple venues weekly; and enjoys traveling with his wife (75+ countries so far). He is also a member of a couple of book clubs and several cards and board game groups. He is part of a team that plays pub trivia two evenings a week. Additionally, Sanjoy is a table tennis co-director for the Huntsman World Senior Games and was instrumental in bringing NeuroPong to our Games.If you have ever wondered how another paddle sport, pickleball, got started, you should listen to hear a brief summary of its history.
The finer details of this episode:Differences between CMA (Certified Management Accountant) and CPA (Certified Public Accountant) exams/certifications Applying knowledge from school, exams, and work experience in current roleChallenges and loopholes in meeting the 150-hour rule Importance of practical work experience and technology in the industry Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.linkedin.com/in/kadencook/ Time Stamps:Welcome to the Young CPA Success Show (00:00:01)Introduction to the podcast and its purpose. Kaden's Journey into Accounting and Certifications (00:00:23)Kaden's background, choice of certifications, and the differences between CMA and CPA exams. Discussion on School, Career Choices, and Future of Accounting (00:01:51)Insights on the 150-credit hour requirement for the CPA exam, career choices, and the future of accounting. Discovering Summit CFO through a Podcast (00:02:42)Kaden's discovery of Summit CFO through a podcast and the topics discussed in the podcast. Choosing CMA Over CPA and Its Benefits (00:07:12)Reasons for choosing CMA over CPA, including the differences in exam requirements and the benefits of starting the CMA exam during college. Comparing CMA and CPA Exams (00:13:19)Kaden's experience with both CMA and CPA exams, including differences in exam structure, content, and difficulty. Application of Knowledge from School, Exams, and Work Experience (00:18:30)Discussion on how Kaden applies knowledge from school, exams, and work experience in his current role, and the importance of understanding the material thoroughly. Understanding Financial Accounting (00:19:28)Kaden discusses how his college education greatly contributed to his understanding of financial accounting. Work Experience and CMA (00:19:49)Kaden explains how his work experience and CMA studies went in tandem, providing practical application. Challenges in Education (00:21:29)Joey and Kaden discuss the shift in education focus from understanding to chasing grades. Impact of 150-hour Rule (00:26:44)The 150-hour rule for the CPA exam is discussed, and Kaden shares how he and others found loopholes. Alternative Credit Acquisition (00:31:17)Kaden shares a loophole to acquire credits for the 150-hour rule through online FEMA courses. Debate on 150-hour Requirement (00:33:22)The debate on the value and practicality of the 150-hour requirement for the CPA exam is discussed. The Future of Accounting (00:37:09)Kaden emphasizes the importance of technological proficiency for future success in accounting. The importance of understanding AI (00:38:26)Discussion on the necessity of understanding AI and its role in the advisory world. Advising students to think beyond exams (00:39:28)Encouraging students to focus on synthesizing information and putting pieces together for future success. Appreciation and encouragement (00:40:01)Expressing gratitude to the guest for sharing insights and encouraging audience engagement. Opportunities for young CPAs (00:40:38)Promotion of career development opportunities for young CPAs at Summit Virtual CFO and Anders CPAs and Advisors.
Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned real estate investor, an active philanthropist, and a CPA (Certified Public Accountant). Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Jason took the leap from single-family to multifamily investing. He focuses on the Atlanta, Indianapolis, and Kansas City Markets. Jason is a general partner on a 106 unit deal in Atlanta. Jason is a co-organizer of the Pasadena/Glendale chapter of Multifamily Masters meetup group in Los Angeles. Jason is a regular blog contributor for Biggerpockets and American Apartment Owners Association. Jason is head of accounting and financial reporting for Cashflow Champs. Learn more about me by visiting www.jasonmalabute.com. Facebook - www.facebook.com/thejasonmalabute. LinkedIn - https://www.linkedin.com/in/jasonmalabute/. IG - @jasonmalabute YouTube channel - https://www.youtube.com/@jasonmalabute TikTok - @jasonmalabute Twitter - @jasonmalabute --- Send in a voice message: https://podcasters.spotify.com/pod/show/rngradioshow/message Support this podcast: https://podcasters.spotify.com/pod/show/rngradioshow/support
EPISODE SUMMARY: It's not every day you come across a story that stops you in your tracks and makes you reconsider the path you're on. Jason Malabute journey is one such narrative, an odyssey through the trials of cerebral palsy to the peaks of real estate investment. Join us on the Know Your Why podcast with Dr. Jason Ballara, where we sit with Jason, a CPA turned real estate mogul, as he lays bare the hurdles he leaped and the drive that comes from understanding your 'why'. We'll traverse his transition from academia to the boardroom, uncovering how a blend of parental wisdom and personal grit shaped his approach to conquering the Los Angeles and Indianapolis real estate markets. Mentorship is the silent hero in many success stories, and mine has been no different. Reflecting on the invaluable insights gained from mentors like Sterling White, David Monroe, and Charles Stephen, this episode peels back the layers on the crucial role these giants play in the tumultuous world of commercial real estate. We recount the lessons learned from each, even nodding to the polarizing yet influential Grant Cardone, as we celebrate the milestone of two hundred episodes filled with growth, learning, and a little bit of celebration. Navigating the treacherous waters of multi-family real estate investment, especially through the stormy market of 2020 to 2023, has taught me the importance of mental fortitude and the sweet victory that awaits beyond the setbacks. We lay out the blueprint for achieving financial freedom and the burgeoning opportunities within the multi-family realm that beckon any aspiring investor. So, tune in with us, show your support for the podcast, and let Jason's tale of triumph become the wind in the sails of your own ambitions. JASON'S BIO: Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned real estate investor, an active philanthropist, and a CPA (Certified Public Accountant). Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Jason took the leap from single-family to multifamily investing. He focuses on the Atlanta, Indianapolis, and Kansas City Markets. Jason is a general partner on a 342 units across 2 deals in Atlanta. Jason is a co-organizer of the Pasadena/Glendale chapter of Multifamily Masters meetup group in Los Angeles. Jason is a regular blog contributor for Biggerpockets and American Apartment Owners Association. Jason is head of accounting and financial reporting for Cashflow Champs. GET IN TOUCH WITH JASON : www.jasonmalabute.com www.facebook.com/thejasonmalabute. https://www.linkedin.com/in/jasonmalabute/. @jasonmalabute. https://www.youtube.com/@jasonmalabute Tiktok is @jasonmalabute Twitter is @jasonmalabute Mentorship program: https://www.strategicacquisitionmethod.com/sac-order EPISODE CHAPTERS: (0:00:01) - Real Estate Investing, Transitioning to Multi-Family Jason Malabute shares his journey of overcoming challenges, obtaining an MBA and CPA, and building a successful real estate portfolio. (0:14:49) - Mentorship in Real Estate Mentorship is crucial for success in commercial real estate, with key mentors including Sterling White, David Monroe, and Charles Stephen. (0:20:57) - Financial Independence Through Real Estate Work The power of determination in multi-family real estate investment, current market state, and future opportunities. (0:40:54) - Exploring the Why Behind Success Jason shares his journey of persistence and securing a pivotal deal, inspiring listeners to keep pushing through challenges. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/
Are you trying to take more control of your finances? Have you been worried about how money is spent in your household? In this episode I talk with Tracy Coenen. Tracy is known as a no-nonsense forensic accountant who delivers the “real deal” to her clients. Let's face it: When your money is on the line, there is zero time to dance around an issue. Her passion lies in helping people find answers. Answers to questions like “Where did our money go?” After years of watching those who couldn't justify the cost of a forensic accountant lose thousands of dollars in their divorces, Tracy knew she had to create a solution. That's why she put her heart into creating the Divorce Money Guide. Tracy takes divorcing people step-by-step through the process of gathering and analyzing their financial documents to see what their money has been spent on and whether there is any money missing. The fancy titles and letters: Tracy works as a forensic accountant through her firm, Sequence Inc. Forensic Accounting. She has been doing fraud investigations for more than 25 years, and is a CPA (Certified Public Accountant), CFF (Certified in Financial Forensics), and MAFF (Master Analyst in Financial Forensics). Tracy testifies as an expert witness around the country. Questions I asked: · Why do people often get divorced around the holidays? · Why do husbands often handle the finances? · How do you help women? · How do you find out if partner's are hiding money from you? · How did you get started into forensic accounting? · What are the red flags for fraud in a relationships? · What do you consider financial infidelity? · Where else could partner's hide their money, outside of a bank account? · How can women protect themselves in their finances? · What should women listening know? · How can we be more confident in talking about money? Topics Discussed: · Finances. · Divorce. · Financial Infidelity. · Taking control of your finances. · Forensic Accounting Quotes from the show: · “People often have anxiety around financial issues post divorce.” @divorcemoneyguide @SisterhoodSweat · “When it comes time for divorce, the question is, where is our money.” @divorcemoneyguide @SisterhoodSweat · “I'm helping women get their arms around the money so they can have comfort.” @divorcemoneyguide @SisterhoodSweat · “Make sure you have access to online banking and monitor your accounts. Know what money is coming in and going out.” @divorcemoneyguide @SisterhoodSweat How you can stay in touch with Tracy: · Website · Facebook · Instagram · YouTube · LinkedIn How you can stay in touch with Linda: Website Facebook Twitter Instagram Pinterest YouTube SoundCloud "Proud Sponsors of the Sisterhood of S.W.E.A.T" Essential Formulas
Target Market Insights: Multifamily Real Estate Marketing Tips
Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned real estate investor, an active philanthropist, and a CPA (Certified Public Accountant). Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Jason took the leap from single-family to multifamily investing. He focuses on the Atlanta, Indianapolis, and Kansas City Markets. Jason is a general partner on a 106-unit deal in Atlanta. Jason is a co-organizer of the Pasadena/Glendale chapter of the Multifamily Masters meetup group in Los Angeles. Jason is a regular blog contributor for Biggerpockets and the American Apartment Owners Association. Jason is head of accounting and financial reporting for Cashflow Champs. In this episode, we talked to Jason about overcoming the obstacles in real estate investment, the flow of his journey, what he experienced and learned along the way, his plans for the future, and much more. Announcement: You can join the Apartment Investing Mastermind here. Investing for Success; 02:37 Jason's background; 04:30 Overcoming the obstacles; 08:53 How Jason started his journey; 11:04 Learning from experiences; 15:30 The payoff from his commitment; 18:33 What does the future look like for Jason; 21:51 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: His passion for professional basketball, setting Jason up for later success per his dedication. Digital Resource: SDA Tools. Most Recommended Book: The 10X Rule. #1 Insight for getting the first real estate deal: Learning and doing the work through proper resources. Contact Jason: jason@cashflowchamps.com http://www.jasonmalabute.com/ https://cashflowchamps.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Discovering Multifamily Episode 242: How One Investor Jason Malabute With a Disability Found Multifamily Real Estate SuccessBorn in Los Angeles, California, Jason Malabute, an MBA, is a seasoned Real Estate Investor, an active Philanthropist, and a CPA (Certified Public Accountant). Despite being born with a condition called ‘Cerebral Palsy' that affects speech and muscle movement, Jason Malabute never took it as an excuse and used his disability as a motivation instead. Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Mr Malabute took the leap from single-family to multifamily investing under the mentorship of Sterling White. Sterling White is the founder of Sonders Investment Group and is involved with both buying and selling over 100 single family homes. Mr. White has recently scaled his portfolio to just under 500 multi family apartment units.Following the footsteps of Sterling White, today, Jason Malabute is the proud owner of Malabute Properties LLC and has recently exited out from all the single-family homes in 2021. He has now totally submerged into the multifamily investing in Indianapolis and Kansas City areas, where his prime interest remains in acquiring 6-30 unit apartment buildings.YouTube: https://youtu.be/gw7-tNhIKNwWebsite: www.redknightproperties.com/media iTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688 #financialfreedom #passiveinvesting #activeinvesting #investsmart #investwisely #buildingwealth #multifamily #podcast #Red Knight Properties #Anthony Scandariato #Brian Leonard #investing in real estate
The shortage of accountants in the nonprofit sector is discussed with Jerilyn Dressler, Director of Strategic Partnerships at YPTC.com (Your Part-Time Controller). Jerilyn highlighted the challenges nonprofits face in hiring and retaining accounting professionals, especially those with CPA (Certified Public Accountant) qualifications. She pointed out that many CPAs are nearing retirement age, and there's a shortage of students majoring in accounting. The conversation covers the differences between accountants and CPAs, with Jerilyn explaining that while CPAs handle annual financial statements, audits, and regulatory filings, accountants work with organizations throughout the year. She stressed the importance of having professionals with nonprofit-specific expertise, as nonprofit accounting involves unique rules and regulations not found in for profit accounting. Jerilyn also shared statistics from the American Institute of CPAs, indicating that 75% of CPAs reached retirement age in 2020, contributing to the shortage. Additionally, she discussed efforts to attract younger talent to the accounting profession by highlighting the potential for technological advancements and AI adoption in accounting roles. The conversation emphasizes the critical role of finance and accounting teams in nonprofit organizations, as they are involved in every aspect and decision-making process. Jerilyn encourages NPO's to bridge communication gaps between departments and leverage their tech to streamline processes and attract and retain accounting talent. This quick episode ended with Jerilyn sharing her personal journey into accounting, highlighting the versatility of an accounting career, suggesting it's an attractive option for those considering a career change or just entering college. Watch on video: https://bit.ly/3t6JbeaFollow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
On today's episode, I have the joy of sitting down with my new friend, Sheila Hansen. We're going to dive into all things money mindset!Sheila Hansen is a CPA (Certified Public Accountant) and has had her own firm based in Nebraska for the past 6 years. She lives on 5 acres with her husband, 3 kids, a horse and a tortoise. As an Enneagram 4, she has space for emotions and uses that in her accounting business to support female Creative business owners as they become confident financial decision makers. She saw the need for not only the tactical how to when it comes to business finances and taxes, but also the mindset and understanding the money stories we tell ourselves.In this episode, we chat about:Different facets of money mindset and where they come fromHow to foster a healthier money mindset Scarcity mindset and the limits we put on ourselves How so much of our money mindset is instilled in us in how we were raised How to grow together with your spouse towards your financials goals while having different perspectivesUnderstanding cash flow and the importance of itHow our thoughts about money create feelings that lead to the actions we take or don't takeResources & Links:Start saving with Acorns and get $5 free [affiliate link]Join us for an Ireland Retreat!Book a Power Hour Coaching SessionLearn more about partnering with me as a speakerInquire about advertising on the Climbing with Coach Kiah podcastCheck out the Backroad Cowgirls site!Shop the Coach Kiah Store. Use code climb10 for 10% off your first purchase!Download a FREE Habit TrackerConnect with Sheila: Follow on Instagram @Sheila.Hansen.CPA Follow on FacebookCheck out her websiteConnect with Kiah: Follow on Instagram @coach_kiah and FacebookSign up for my email newsletterCheck out my websiteSome of the links mentioned are affiliate links, which helps to support this podcast at no additional cost to you.Make sure to hit subscribe so you don't miss out on future episodes. If you like what you heard, take a moment to leave a 5-star review!Find the complete show notes here:
Listen to my interview with Jason Malabute. Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned Real Estate Investor, an active Philanthropist, and a CPA (Certified Public Accountant). Despite being born with a condition called ‘Cerebral Palsy' that affects speech and muscle movement, Jason Malabute never took it as an excuse and used his disability as a motivation instead. When asked about his motivation, “I want to be a role model to kids with disabilities and kids from low-income neighborhoods of what is possible”, is what he said. Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first attempt! You can also download valuable study aids from my website, http://www.GlobalRealEstateSchool.com Like us on Facebook ,https://www.facebook.com/GlobalRealEstateSchool/ Subscribe to our YouTube Channel Follow me on Instagram @realestatetechguy As always, "thank you" for listening to the podcast!
Listen to my interview with Jason Malabute. Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned Real Estate Investor, an active Philanthropist, and a CPA (Certified Public Accountant). Despite being born with a condition called ‘Cerebral Palsy' that affects speech and muscle movement, Jason Malabute never took it as an excuse and used his disability as a motivation instead. When asked about his motivation, “I want to be a role model to kids with disabilities and kids from low-income neighborhoods of what is possible”, is what he said. Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first attempt! You can also download valuable study aids from my website, http://www.GlobalRealEstateSchool.com Like us on Facebook ,https://www.facebook.com/GlobalRealEstateSchool/ Subscribe to our YouTube Channel Follow me on Instagram @realestatetechguy As always, "thank you" for listening to the podcast!
Tune into this replay of an interview that I did for The Side Hustle Show with Nick Loper. Here is the episode recap from Nick: This week's guest took some of the skills she already had and then went out intentionally and found buyers for those skills. Shannon Weinstein is a CPA (Certified Public Accountant) who turned her fractional CFO (Chief Financial Officer)/tax strategy service at KeepWhatYouEarn.com into a full-time income stream — while still working a full-time job. Tune in to the Side Hustle Show interview to hear: the low-cost, high-return marketing tactics that Shannon used to start her business how she found her first customers how she took the leap to turn her side hustle into a full-time job What you'll hear in this episode: [5:10] How Shannon got over the imposter syndrome. [10:00] Are there any tools that you use to anticipate these questions that people are asking? [17:30] What's your typical pricing today? [25:00] The importance of having a call to action. [28:40] What do you attribute some of the early growth of the show to? [41:10] How Shannon divides her time between the content production side of things and the customer service side. [45:15] The importance of having a cash flow forecast for your business. [52:20] What's next for the podcast and for the business? * Related episodes: Investing in Your Digital Storefront with Lynzee Krohne Building a Better Financial Future with Marc Russell of BetterWallet Setting and Measuring Progress Toward Your Business Goals *Link to Nick's Show: https://podcasts.apple.com/us/podcast/the-side-hustle-show/id655135292 * Find everything you need at https://www.keepwhatyouearn.com * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/ * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG https://www.instagram.com/shannonkweinstein/ * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
skills. Shannon Weinstein is a CPA (Certified Public Accountant) who turned her fractional CFO (Chief Financial Officer)/tax strategy service at KeepWhatYouEarn.com into a full-time income stream — while still working a full-time job. Tune in to the Side Hustle Show interview to hear: the low-cost, high-return marketing tactics that Shannon used to start her business how she found her first customers how she took the leap to turn her side hustle into a full-time job Full show notes
Sharon Lechter brings her knowledge as a CPA (Certified Public Accountant) to discuss the importance of living in courage rather than fear, especially financially. She highlights the choices that each of us has with every dollar we receive and how those choices can negatively or positively affect a more significant outcome. The New York Times Bestselling Author of multiple publications shares her formula for a positive and motivating life, emphasizing stepping out of your comfort zone despite fear. What aspects of your life can you ask yourself, ‘Why not?'. Brett Gilliland: Welcome to The Circuit of Success. I'm your host, Brett Gilliland, and today I've got Sharon Lechter with me. Sharon, how you doing? Sharon Lechter: I am fantastic, Brett. Thanks so much. Look forward to talking to you. Brett Gilliland: Oh, look forward to it. I've been looking forward to this interview for a while. You're, uh, you're gonna see me holding this book if you're getting to watch this. You've probably seen this a time or 4,000 times. And, uh, this is 'Rich Dad Poor Dad'. Uh, you are the co-author with Robert Kiosaki on that, and it's, it's cool. I uh it's, I, I read this again in 2022, so I, I wrote down, I've be for years, I write down when I read the book and, you know, can able to do the math of my age and stuff. And so I originally read this book in 2002 when I was 24 years old and I read it again last year in March when I was 44 years old. So it's kind of crazy to think, uh, you know, the things you get from one book, uh, reading it as a 24 year old, and now as a 44 year old, you connect a little different with it. And so I reached out to you and I said, "Hey, I gotta have you on the podcast." And you were kind enough to respond and here we are. So, uh, that being said, you've done that, uh, well, you've written tons of books and you've had five ti You're a five Time New York Times bestseller, uh, on author, A Successful Entrepreneur, philanthropist. Um, cpa, you name it, you've been doing it. I'll shut up now and, uh, let people talk to Sharon Lechter. So if you can, Sharon, tell us a little bit more about what's made you the woman you are today. Sharon Lechter: Well, thanks Brett. Yes. I, you know, when I first started, I lived in a very lower middle class house with my parents. We had a little house between my mom's beauty shop and my dad's used car lot and we owned rental properties. So I've been in real estate investing since I was 10. I had to go scrub out the bathrooms between tenants and we were orange groves, and I swear I would never be an entrepreneur. I saw my friends whose parents were CEOs of companies or military officers, and I said, that's what I want. I, I wanna get, become a sophisticated professional. So I went to college, got my degree in accounting. I was one of the very first women in public accounting, um, in Atlanta, Georgia. Single CPA having fun in Atlanta at the ripe a, age old age of 25. I realized my parents were pretty smart cuz I was working incredible hours and not in control of my life. And I said, this is crazy. So I had the opportunity to. One of my clients invited me to go into a company he was buying out a bankruptcy actually to um, invest in a new company. It's like, okay. So I went back to my condo and said pros and cons. Back then, it was before PCs. So the old yellow legal pad Brett Gilliland: The old T chart. Sharon Lechter: That's right, that's right. And it didn't help me a bit cuz I could argue both sides. Mobile rising career and public accounting versus the opportunity to own a piece of the rock. And so, um, I, my hand kind of took off across the top of the page and wrote, why not? And that really is still my mantra today. Why not do something different? Why not solve a problem, serve a need? Why not take the path less traveled? And, uh, I think in our society today, too many people ask question, why? Waiting for somebody to tell you what you should do.
Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned Real Estate Investor, an active Philanthropist, and a CPA (Certified Public Accountant). Despite being born with a condition called ‘Cerebral Palsy' that affects speech and muscle movement, Jason Malabute never took it as an excuse and used his disability as a motivation instead. When asked about his motivation, “I want to be a role model to kids with disabilities and kids from low-income neighborhoods of what is possible”, is what he said.Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Mr. Malabute took the leap from single-family to multifamily investing under the mentorship of Sterling White. Sterling White is the founder of Sonders Investment Group and is involved with both buying and selling over 100 single family homes. Mr. White has recently scaled his portfolio to just under 500 multi family apartment units.Following the footsteps of Sterling White, today, Jason Malabute is the proud owner of Malabute Properties LLC and has recently exited out from all the single-family homes in 2021. He has now totally submerged into the multifamily investing in Indianapolis and Kansas City areas, where his prime interest remains in acquiring 6-30 unit apartment buildings.Connect with Jason Malabute:Website: http://www.jasonmalabute.com/LIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermindGet $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumoGet $10 Towards Your First Purchase at Drop •...
Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned Real Estate Investor, an active Philanthropist, and a CPA (Certified Public Accountant). Despite being born with a condition called ‘Cerebral Palsy' that affects speech and muscle movement, Jason Malabute never took it as an excuse and used his disability as a motivation instead. When asked about his motivation, “I want to be a role model to kids with disabilities and kids from low-income neighborhoods of what is possible”, is what he said. Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Mr. Malabute took the leap from single-family to multifamily investing under the mentorship of Sterling White. Sterling White is the founder of Sonders Investment Group and is involved with both buying and selling over 100 single family homes. Mr. White has recently scaled his portfolio to just under 500 multi family apartment units. Following the footsteps of Sterling White, today, Jason Malabute is the proud owner of Malabute Properties LLC and has recently exited out from all the single-family homes in 2021. He has now totally submerged into the multifamily investing in Indianapolis and Kansas City areas, where his prime interest remains in acquiring 6-30 unit apartment buildings. Connect with Jason Malabute: Website: http://www.jasonmalabute.com/ (http://www.jasonmalabute.com/) LIKE • SHARE • JOIN • REVIEW http://reimastermind.net/ (Website) https://reimastermindnetwork.locals.com/ (Join the REI Mastermind Network on Locals!) https://podcasts.apple.com/us/podcast/rei-mastermind-network-real-estate-investing-strategies/id1227366661 (Apple Podcasts) https://podcasts.google.com/feed/aHR0cDovL3JlaXJvb2tpZXMubGlic3luLmNvbS9yc3M (Google Podcasts) https://www.youtube.com/channel/UC_6OpKSfSGvgGDG1qtBQw9Q (YouTube) https://open.spotify.com/show/4P66jm0Q4PMl7OoZzHMUUZ (Spotify) https://www.stitcher.com/show/rei-rookies (Stitcher) https://www.deezer.com/us/show/2148782 (Deezer) https://www.facebook.com/REIMastermindNet (Facebook) https://twitter.com/rei_mastermind (Twitter) https://www.instagram.com/reimastermindnet/ (Instagram) SUPPORT THE SHOW! Self Managing Your Rental Properties? https://app.rentredi.com/signUp/JCH191 (Get 6 months of RentRedi for $1! Click this link!) https://www.patreon.com/reimastermind (Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind) https://bit.ly/reiappsumo (Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo) https://drop.com/?referer=3DC729 (Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729) "You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack
Today on WRITE NOW Dr. Pamela has the honor of hosting Ignited to Serve and The Greatness in YOU, International Best-Selling Author – Carolyn Brooks-Collins Lives are often changed when ignited by esteemed voices, enthused to share the message of empowerment, inspiration, and hope, with the world. Emboldened with this exact synergy; is the compassionate professional, Carolyn Brooks-Collins. Carolyn Brooks-Collins is a #1 best-selling international author, organizational proponent, and CEO and Founder of M. Carolyn Brooks-Collins, LLC; a multi-dimensional coaching and consulting specialty fashioned to develop and educate professionals on how to eliminate personal and financial profligacy, to experience persistent victory, in their own lives. Her mantra is simple: Carolyn is passionate about empowering women to transform their lives, step into their purpose, and become financially independent. No stranger to personal excellence, Carolyn couples her proficiency with sincere regard for education, achievement, and communal involvement. She holds a B.A. in Accounting, an MBA in Project Management, and is a certified CPA (Certified Public Accountant), CFE (Certified Fraud Examiner), and CGMA (Chartered Global Management Accountant). Yielding an undeniable propensity for leadership, Carolyn holds memberships with several organizations, including the Black Speakers Network, Innovation Women, and the Association of Certified Fraud Examiners, along with the GA Chapter of the ACFE. Displaying an uncanny ability for the stage, Carolyn Brooks-Collins is a Certified Speaker and has successfully completed programs with world-renowned influencers, such as The Power Voice with Les Brown and Lead the Field with Jon Talarico; along with her current enrollment in the Global Speakers University, with Dr. Cheryl Wood. Trailblazing a path for others, she developed her own program (women of purpose network) in hopes that women would find their own voice and begin their personal journey toward becoming the best version of themselves. Significantly inspired by empowered individuals dedicated to breaking barriers and reconstructing societal norms, Carolyn is committed to the call of drawing out this same excellence in others. In that spirit, she vows to remain a reputable resource to personal and corporate environments, teaching the world the importance of freedom in all areas of life. When Carolyn is not out showing the world how to win, she is an asset to her local community and a loving member of her family and friendship circles. Carolyn Brooks-Collins. Leader. Organizer. Innovator. Connect with Carolyn: Website: https://carolynbrookscollins.com/ Facebook PAGE: https://www.facebook.com/MCarolynBrooksCollins Instagram: https://www.instagram.com/carolynbrookscollins/ Email: carolyn.brookscollins@gmail.com For more from Dr. Pamela go to www.purposewithpamela.com If you are an author and would like to be on WRITE NOW go to https://purposewithpamela.as.me/WriteNow
Glyn Nyakairu is an accountant who has served in the position of senior accounting at Lake Heights Hotel and Imperial Botanical Beach Hotel. He went to Kyambogo University for a Certificate in Accountancy/ Accounting, Diploma in Accounting He is now persuing CPA Certified Public Accountant. The CPA designation distinguishes
On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important. Episode 6. In today's interview, "The Key Differences Between CPAs & Accountants." Key takeaways from this episode include: ❊ why so many people wrongly call the 'accounting profession' the 'accounting industry' ❊ whether clients should care about hiring a CPA (Certified Public Accountant) instead of an accountant or vice versa ❊ what a CPA is allowed and qualified to do that a standard accountant isn't ❊ why a software-certified professional (Xero, Quickbooks etc) is NOT an accounting professional ❊ why all CPAs are accountants but not all accountants are CPAs ❊ where a business client might hire an accountant over a CPA ❊ three things a business owner should consider in addressing the CPA vz accountant dilemma ❊ how UK qualifications differ in accountancy to the US and other countries ❊ shout out to IACPA, CIMA, ACCA, ICAEW and other professional bodies ❊ the need for accountants themselves to maintain professional standards and stick up for their hard-earned qualifications Original source: https://www.rightnetworks.com/blog/cpa-vs-accountant-what-is-the-difference/ (https://www.rightnetworks.com/blog/cpa-vs-accountant-what-is-the-difference/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━
On this week's episode, Host, Susan Guthrie and Special Guest, Tracy Coenen, CPA, CFF, MAFF, one of the leading forensic accountants in the country, review the essential red flags you need to look for if you suspect financial abuse or infidelity in your divorce! According to the National Endowment for Financial Education, nearly one-third of U.S. couples filing for divorce engage in financial infidelity. Financial fraud in divorce commonly involves one spouse hiding or misrepresenting assets to tweak the divorce settlement in his or her favor. This is the world that this week's guest, Tracy Coenen lives in. Tracy is a CPA (Certified Public Accountant), CFF (Certified ForensicL and a MAFF (Master Analyst in Financial Forensics) and her entire career is based on uncovering fraud and financial deception in both divorce and business matters. Although financial abuse is common, it can be very difficult to prove, especially when you don't know what to look for. In this episode, Tracy shares her top RED FLAGS to look for to see if you can spot financial abuse in your relationship. Tracy also has created the first ever financial program available to the public that will help people to analyze the martital finances to uncover the clues and evidence of financial abuse in a cost-effective manner. Not everyone can afford the tens of thousands of dollars that it may cost to hire a forensic accountant like Tracy, so her Divorce Money Guide is the gamechanger you have been looking for! Take Tracy's FREE Quiz: TAKE THE FREE DIVORCE FINANCIAL ASSESSMENT Take Tracy's FREE Financial Fraud Worshop: https://www.divorcemoneyguide.com/workshop#two-step About this week's special guest: Tracy Coenen Tracy Coenen is known as a no nonsense forensic accountant who delivers the “real deal” to her clients. Let's face it: When your money is on the line, there is zero time to dance around an issue. Her passion lies in helping people find answers. Answers to questions like “Where did our money go?” After years of watching those who couldn't justify the cost of a forensic accountant lose thousands of dollars in their divorces, Tracy knew she had to create a solution. That's why she put her heart into creating the Divorce Money Guide. Tracy has worked as a forensic account for more than 25 years, doing fraud investigations for people in divorce and companies whose employees have stolen from them. She is a CPA (Certified Public Accountant), CFF (Certified in Financial Forensics), and MAFF (Master Analyst in Financial Forensics). She testifies as an expert witness around the country. Follow the Divorce Money Guide on Instagram at @divorcemoneyguide Watch the video version of the episode on The Divorce & Beyond Podcast YouTube Channel here: https://youtu.be/_y9_A91R0Mc Don't forget to Like and SUBSCRIBE!! ****************************************************************************************************** THANK YOU TO OUR SPONSOR: MY DIVORCE SOLUTION It's common to experience anxiety about your finances when it comes to divorce. To manage that anxiety, My Divorce Solution created The Divorce Financial Portrait, the ultimate divorce tool to avoid common financial pitfalls. Too often, spouses act prematurely or enter into a settlement agreement without knowing the financial impact. Financial knowledge is essential when determining alimony, child support, and the division of assets and liabilities. And it makes a difficult situation better for everyone—especially for children. Head on over to their website -mydivorcesolution.com to get more information. If you are thinking about divorce or in the middle of it, obtain your “Divorce Financial Portrait™” to make smart and confident financial decisions. Learn more at MyDivorceSolution.com. and don't forget to tell them that you heard about it on the Divorce & Beyond Podcast! ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country. Susan is a member of the Executive Council of the American Bar Association Section of Dispute Resolution and is the Founder of Divorce in a Better Way® which provides a curated selection of resources and information for those facing divorce and other life changes. Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 18,000 professionals in how to transition their practice online. Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold standard, fully online training for mediation and collaborative professionals at all stages of their career. ***************************************************************************** SPONSORSHIP OPPORTUNITIES AVAILABLE! If you would like to sponsor the show please reach out to us at divorceandbeyondpod@gmail.com for pricing and details!!! ********************************************************************* Remember to follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan Guthrie on Facebook @susanguthrieesq Susan on Instagram @susanguthrieesq Susan on Twitter @guthrielaw If you want to see the video version of the podcast episodes they are available on The Divorce & Beyond YouTube Channel! Make sure to LIKE and SUBSCRIBE so you don't miss a single episode! Finally, we'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us! You can get in touch with Susan at divorceandbeyondpod@gmail.com. Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ***************************************************************************** DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM
Forensic accounting services are a necessary and valuable part of a divorce case - especially when it comes to property settlements. However, many divorce matters need a forensic accounting expert but cannot afford one. Tracy Coenen has been working with clients of divorce matters for over 20 years to find hidden assets and uncover understated income. Now, she is taking her expertise and experience to the next level and making it available to the general public in the Divorce Money Guide. Divorce Money Guide provides the exact action steps to uncover hidden financial fraud in a divorce matter. It's designed to offer clients peace of mind and detailed instruction of everything they need to figure out what's rightfully theirs.Tracy is known as a no nonsense forensic accountant who delivers the “real deal” to her clients. Let's face it: When your money is on the line, there is zero time to dance around an issue. Her passion lies in helping people find answers. Answers to questions like “Where did our money go?”After years of watching those who couldn't justify the cost of a forensic accountant lose thousands of dollars in their divorces, Tracy knew she had to create a solution. That's why she put her heart into creating the Divorce Money Guide.Tracy works as a forensic accountant through her firm, Sequence Inc. Forensic Accounting. She has been doing fraud investigations for more than 25 years, and is a CPA (Certified Public Accountant), CFF (Certified in Financial Forensics), and MAFF (Master Analyst in Financial Forensics). Tracy testifies as an expert witness around the country.RESOURCES AVAILABLE FROM WORKMAN FORENSICS Order Leah's new book Data Sleuth on Amazon!CONNECT WITH TRACY COENEN LinkedIn: Tracy Coenen Website: www.divorcemoneyguide.comCONNECT WITH WORKMAN FORENSICS Youtube: @WorkmanForensics Facebook: @wforensics Twitter: @wforensics Instagram: @wforensics LinkedIn: @workmanforensics Subscribe and listen to this and more episodes of The Investigation Game on Apple Podcasts, Android, or anywhere you listen.
What motivates you in your treasury career? Being an expert in one particular area or branching out to different areas of finance and treasury? The latter is the path that Robert Lau, Vice President and Treasurer at Informatica, chose for himself. He joins the Treasury Career Corner podcast to give some insights into his diverse and well-rounded career. Robert also shares some tips and pointers for treasury professionals looking to build a career as well-rounded as his. In addition to his treasury responsibilities, Robert was previously responsible for Investor Relations and Stock Administration when Informatica was a private company. Prior to joining Informatica, Robert held treasury and finance roles at Yahoo! Inc. and Agilent Technologies and was a tax professional at Price Waterhouse Coopers. Robert received a Masters in Business Administration from the Haas School of Business and a Bachelor of Arts in Economics from the University of California at Berkeley. Robert also has a Masters in Tax from Golden Gate University and is a CFA Charterholder and CPA (Certified Public Accountant). Founded in 1993 and headquartered in Redwood City, California, Informatica believes that data is the soul of business transformation. Their vision is to create a world where every organisation's data is poised for greatness, ready to deliver outcomes of unprecedented brilliance at a scale never imagined. On the podcast we discussed… How Robert got started in finance and made his transition to treasury Robert's experience working at Agilent Why a diverse educational background and training is beneficial Treasury as a service centre vs. profit centre The role of organisations in building well-rounded treasurers Why it's important to volunteer for new opportunities Why your career should be an ongoing learning experience Robert's advice for treasury professionals You can connect with Robert on https://www.linkedin.com/in/robertwlau/ (LinkedIn). Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. https://treasuryrecruitment.com/jobs (Find out more here). Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts https://podcasts.apple.com/gb/podcast/the-treasury-career-corner/id1436647162#see-all/reviews (click here)!
Hey, do you have young kids who are eager to earn an allowance? Did you know that there are other ways for your kids to earn money, whether that be investment options or straight cash flow? Do you have a business or paying side hustle? Did you know you can hire your kid to help you? Are you ready to help your child create a healthy relationship with their finances? All of this, and more, only on the BetterWallet podcast with Marc Russell. It is never too soon to begin familiarizing your kids with the basics of financial stewardship. Let's dive in and learn some ways that parents can help set their kids set themselves up for the future. In this episode of the Better Wallet, Marc sits down with Dee to discuss how you can hire your kids. Dee is a Finance Instructor and CPA (Certified Public Accountant) at UCLA and the founder of Kids Money Academy. She helps parents and children learn money-smart habits and methods. As a mother herself, Dee understands how important it is to help set her child up for financial success. We are excited to have Dee here to share some of her knowledge with us. When you work hard for your money, you want to ensure it's going to the right places. And when you have kids, they want your money too. But how can we help our kids earn and save money while also helping to teach them some valuable skills? The answer is simple, let's hire our kids! Hiring your kids can sound strange, but it's way cooler than it sounds. We aren't just putting our kids to work; we are teaching them habits that they can use to become financially independent. "You don't want to be in the driver's seat as a parent; they are in the driver's seat." Says Dee regarding allowing your children to choose how they will distribute their hard-earned earnings. "You want to be a lighthouse parent, which is you give the light you tell them where to go, how to go. But they are in the driver's seat." Dee reminds us that we can guide our children, but it's also crucial to empower them to make their own decisions. One way to guide your children is to hire them. But why would you want to hire them? Well, it can be beneficial to both you and your child. You and your child can invest up to $12,500 in tax-free money. Whoa! Sounds cool, right? But hold up because if you are looking to do that, there are some things you need to know first. If you have a side hustle or a business, you can hire your child to help you complete some of your many business-related tasks. But be careful because child labor laws do apply. Your child cannot be involved in anything dangerous and can't work too many hours. The assignment also must be a real business-related job, such as photography or modeling for an Instagram page. Sorry parents, washing dishes does not count. "So, my job as a parent is to create opportunities for them, not like give them everything they want," Dee says. Create opportunities for your child that they can learn and earn from. Make sure you keep a paper trail as well. You can pay your child for each individual task they complete. It's a good way for your child to make money and an excellent way for you to spread some of your own hard-earned wealth.Click here to connect with Marc, learn about investing or money-saving tips, or help your kids and check out Kids Money Academy by visiting here.
Balancing your books is definitely a challenge, and we always recommend consulting with a professional to ensure it's done right! We're breaking down the differences between a bookkeeper, accountant, CPA (Certified Public Accountant), and EA (Enrolled Agent), and giving you our recommendations on traits you should look for when choosing a financial professional for your business.Episode HighlightsWhat is an accountant?Accountants typically hold an accounting degree and have several years in the accounting field. They are not required to be credentialed (like hold a CPA license) but they can be. There are many types of accountants, such as CPAs, EAs, and Specialty Accountants.CPAs (Certified Public Accountant) have passed a 4-part exam and hold a license from the Board of Accountancy.EAs (Enrolled Agent) have passed a 3-part test and have a licensed that is issued by the IRS that specializes them in working with taxes and representation.What is a bookkeeper?Bookkeepers can have a certification in bookkeeping, but it isn't always necessary, and they're typically very skilled in balancing books and running payroll. Bookkeepers do not handle any taxes or IRS notices or audits.What characteristics should you look for in your accounting professional?Familiar with your industryFamiliar with your business sizeExperienceAttentive & ResponsiveFocused on your business needsLinks & ResourcesGreenOak AccountingTherapy For Your Money Podcast
Hi hello! We're back with our good friend and Type 4, Sheila Hansen. Sheila is the wife of Bo and the mother of two boys and a girl. She is an entrepreneur and CPA (Certified Public Accountant), who has owned her own Accounting Firm since 2016. She is not your typical CPA and brings a very personalized experience to her service based business clients. When she is not working or with her kiddos, you can find her in the barn with her horse, Cash. Type four is referred to as the individualist. Fours believe they are lacking a certain something and will never be whole. They envy the normal and happy they perceive in others. And their core desire or motivation is uniqueness and expressing themselves. Disclaimer: We want to leave you with the disclaimer that we are by no means Enneagram experts. But we know first-hand how the Enneagram has helped us in our own lives, and we can't help but share it with other women in ag and the world, really. Where to find Sheila: Her Website Her Insta Our Favorite Resources: Books The Road Back to You The Path Between Us The Wisdom of the Enneagram Enneagram Experts Suzanne Stabile - @suzannestabile Beth McCord - @yourennegramcoach Podcasts Typology by Ian Morgan Cron The Enneagram Journey by Suzanne Stabile Your Enneagram Coach by Beth McCord
Do you have a big goal that feels "unattainable" for you? On this episode, Priscilla Suggs tells us what it was like to finally reach a goal that she almost gave up on: passing the CPA (Certified Public Accountant) exam. We talk about what it was like to be one of the few Black women in her accounting major at UT Austin, how she shifted her mindset to achieve this monumental goal, and the many pathways that the CPA opens up for her as a budding entrepreneur. Want more of this podcast? Make sure to hit follow and tune in for new episode drops on Fridays! Ready to switch jobs? Check out my FREE 20-page guide to help get started on your career transition journey and I spill all of my ex-recruiter secrets. Ready to get 1-1 career coaching? Sign up for a FREE 30-minute chat with me to find out if coaching is for you!
O que é CPA - Certified Public Accountant? Você sabe o que esta sigla significa? Descubra o significado e a importância de um CPA nos Estados Unidos. Trata-se da maior certificação da área contábil americana. Confira o nosso vídeo e saiba mais a respeito !! Nós somos a Leader Associates, empresa especializada em contabilidade, tributação e consultoria empresarial nos EUA. Nosso propósito é atender com excelência os nossos clientes! Conte conosco!! www.leader.associates #tax #accountant #cpafirm #advisory #contabilidade #EUA
Have you ever thought about being a digital nomad? The last year has accelerated the normalization of remote and hybrid working for many job roles. Combined with a yearning for travel’s resumption, more people are considering a digital nomad lifestyle. In this episode, long-time digital nomad and founder/CEO of Nomad Tax, Krystal Pino, shares how to plan and manage finances as a digital nomad, travel and integrate authentically, and build the business case with your employer for this new working model.Follow us, Instagram: @ialsopodcast, Twitter: @IAlsoPodcastSpeaker Bio: Krystal, or Pino as most of her travel companions know her, is the mastermind behind Nomad Tax. Pino is a CPA (Certified Public Accountant), and PFS (Personal Financial Specialist) with a BA in Accounting and an MBA in Finance from UAB in Birmingham, AL. She's been at the tax game for over a decade now, working on both the corporate and public sides of accounting. Pino has been a digital nomad for nearly 4 years now, visiting nearly 40 countries. She's currently waiting out the pandemic in Mexico, but is looking forward to vegan street food in Cape Town, lake houses in Macedonia, and beaches in Nicaragua when it's safe to travel again.
Ben Phillips is a Director at Katz, Sapper & Miller. He is a trusted advisor, a board member and a volunteer. Ben holds the CPA (Certified Public Accountant), CITP (Certified Information Technology Professional) and CISA (Certified Information Systems Auditor) designations. Aaron and Teddy connected up with Ben and unpacked his experience in audit and accounting and how he pivoted into cybersecurity with a special focus on internal controls through SOC audits and cybersecurity assessments & audits. Aaron and Ben swap stories about audit and it being much more "cool" than what both even thought it would be.
The CPA is the Point of Contact for your business team. They are the guidance you need when determining to spend money, preparing for the tax bill and positioning your company for growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this first episode of our ‘Advice No One Asked For’ series, Erin teaches us how to budget and save! Erin is a CPA (Certified Public Accountant) and was formerly involved in an organization advocating for financial literacy. We talk about funds, spreadsheets, and the fundamentals of a good budget. Join us for this talk + Q&A! Chat with us on:
If your human project is to start a business, you need to check out network marketing! Network marketing is one of the smartest business models out there, and my dear friend Mary dishes all the goodness in this episode.Mary Wright is a former CPA turned “CEO of her own life.” She started her network marketing business 15 years ago, working it alongside her accounting career. Mary did all the “normal” things – went to college, got a master's degree in accounting, got her CPA (Certified Public Accountant), and worked for a big, fancy accounting firm. She was “checking the boxes” and doing what she thought she was “supposed” to do when she discovered something more. She now has a multi-million-dollar business and loves seeing the light in others and helping them get turned on to their greatness. Mary's expert insights have helped people create everything from “a little spending money” to financial freedom.Mary is not only a smart business owner. She is a fashion and movie aficionado, seasoned traveler and public speaker, and dog mom to her adorable fur babies, Tulip and Gertie. She is vibrant and fun, and a joy to listen to. Join us!In this episode:- A level playing field- All are welcome- Framework for success- Gratitude and growth- Celebrate ALL the thingsReferences:- Rachel Hollis gratitude journalConnect with Mary:- Instagram – @marywrightdenver- LinkedIn – linkedin.com/in/mary-wright109Continue the conversation with Amy and The Encourage Project community!- www.theencourageproject.com- Facebook – @theencourageproject- Instagram – @the_encourage_project- LinkedIn – linkedin.com/in/amy-a-fairchild-she-her-hers-pmp-03b7022- Email – hello@theencourageproject.comSpecial thanks to my producer Connor Reed and the band Suite 25 (check them out on Spotify)!
We're quickly approaching that time of the year, when taxes begin to really stress us out. As an entrepreneur, tax time can be even more overwhelming if you're not doing to work on the front end to prep for tax time.In this episode of Clocking In, I'm sharing the things that I do in my own business to ensure I have a smooth (and rewarding) experience at tax time.From handling my own bookkeeping and working with a CPA to researching potential deductions and paying quarterly taxes, I'm covering it all in this quick episode!Please note, I am not a tax professional, therefore, the content I'm sharing in this episode is just my own experience. Please consult with a local CPA to ensure you're managing your finances and taxes appropriately for your business.Clocking In with Haylee Gaffin is produced and brought to you by Gaffin Creative, a podcast production company for creative entrepreneurs. Learn more about our services at Gaffincreative.com, plus you'll also find resources, show notes, and more for the Clocking In Podcast.Hire a CPA (Certified Public Accountant) (1:16)Working with an Accountant (1:47)Use Separate Bank Accounts (2:39)Pay yourself + Pay Yourself a Consistent Paycheck (3:07)a) Consistencyb) Knowing How Much You've Made at any timec) Simplified BookkeepingUse Quickbooks for Bookkeeping (4:15)Research and Understand Tax Deductions (5:01)Pay Your Quarterly Taxes (5:32)Consult with a CPA (7:30)Links:gaffincreative.comReview the transcript at gaffincreative.com/003. Hosted on Acast. See acast.com/privacy for more information.
Are you bored of hearing traditional money advice that just doesn't seem to fit you or your circumstances? Then today's episode is for you.I chat with Krystal Pino, who gets super honest and real about her own financial decisions as an entrepreneur, that go against most standard financial advice (and she's a financial expert!). I hope you'll feel just as validated and comforted as I did hearing that sometimes taking risks and leveraging everything you have is an act of necessary bravery. As Krystal says, sometimes you have to 'jump off the cliff and build a parachute on the way down'.In this episode we get into:Releasing shame around money habits Normalising messy accounts and bookkeeping for your biz - no judgement!Taking risks and going against all the money advice you may have ever heard Figuring out what works for you, not some outdated, traditional, financial adviceCreating safe spaces (for women especially), to discuss moneyBeing brave and stepping into your power around moneyKrystal, or Pino as most of her travel companions know her, is the mastermind behind Nomad Tax. Pino is a CPA (Certified Public Accountant), and PFS (Personal Financial Specialist) with a BA in accounting and an MBA in Finance from UAB in Birmingham, AL. She's been at this game for nearly a decade now, working on both the corporate and public sides of accounting.Pino has been a digital nomad for nearly 3 years now, visiting over 35 countries. She's currently hunkered down in Mexico waiting out the pandemic, but you can usually find her climbing Lion's Head in Cape Town, eating vegan tacos in Mexico City, or lounging on the hidden beaches of south Portugal.Keep up with my travel and adventures @theremoteyogi and find tons of free resources on how to live with more confidence at theremoteyogi.blog.Help me to share the message of Embracing Human by liking this episode, sharing it with your friends, following the podcast, and giving it a review. It means the world to me!Do you have a human experience story? Submit your stories to taryn@theremoteyogi.com and I'll share them at the end of our upcoming episodes.
What does someone do that is in the top 1% of their profession, has successfully built and sold a company (and helped many others do the same), and committed to significant philanthropic work? They ask for help. And that’s exactly what I get to talk with my good friend Sean Boyd about in this episode.This conversation is special because this guy is special to me. I get to flip the script and pull back the curtain on someone that I’ve watched countless times make a meaningful impact in the lives and businesses of others with his expertise, advice, and empathy. We cover a wide range of ideas and strategies from mindfulness to mastery and managing stress to brainstorming. This interview is packed with useful insights and ideas that we can all relate to and benefit from. Some of what we cover during the interview includes: Asking yourself (and your spouse) hard questionsFinding momentsHandling anger and stressFinding purpose and taking chancesPsychology vs. techniqueThe art of asking for helpWhy moms are the bestWorking through pressure situationsSaying noWalk & TalksPersonal retreats Spending time aloneFinding fulfillmentGiving to be successfulGUEST BIO - Sean Boyd, CPA, CFP, CVASean has over 20 years of public accounting experience specializing in small business and real estate taxation. He is one of northern California's most highly regarded and sought after CPAs with three professional designations; CPA (Certified Public Accountant), CFP (Certified Financial Planner), and CVA (Certified Valuation Analyst) place him in a professional category that less than 1% of all U.S. CPAs have achieved.He has helped hundreds of clients all across the country turn small ideas into successful and profitable businesses and legacies. Sean graduated from George Mason University with a dual major in finance and accounting. After working for the largest Washington DC based CPA firm, he moved to South Lake Tahoe in 1999 to be a glorified ski bum, however, his career followed him and he developed and refined his client niche between powder days. While in Tahoe he was the assistant mogul coach for Heavenly Valley Ski Foundation's freestyle team and has coached and developed three athletes to the U.S. Team, including current member Sho Kashima. Sean is married to his wife Andrea and they have two boys, Jeremy and Josh, both of whom show early signs of adrenaline addiction. Sean loves the outdoors and being with his family. You will often see them taking family walks in the evenings for what Sean calls "life's perfect time".RESOURCESLinkedInWebsite: California AccountingWomen’s Philanthropy Institute ReportCharitiesTower of NicenessSki Duck
Kevin Saunders is the founder of KS4Inspiration, which endeavors to provide inspiration and education to the next generation so that our young people will have the knowledge, discernment, and confidence required to achieve meaningful and impactful goals. Kevin is committed to inspiring high school students, college students, and young professionals as a dynamic speaker, facilitator, and performance artist. Kevin graduated with an MBA from Pace University and obtained the CPA (Certified Public Accountant) and CFP (Certified Financial Planner) designations while working for Deloitte, a reputable global accounting firm. As a Certified EQ (Emotional Intelligence) Practitioner, Kevin challenges the youth population to achieve meaningful goals, going beyond the pursuit of material possessions, in order to propel them towards their true purpose. Kevin's experiences allows him to cover a wide range of topics including: leadership, diversity, inclusion, purposeful living, and EQ. Kevin has also given the world a though-provoking poem on race and equity. Check it out. In each episode, Jeff and Eric will talk about what emotional intelligence, or understanding your emotions, can do for you in your daily and work life. For more information, contact Jeff at jeff@spiritofeq.com, or go to their website, Spirit of EQ. You can subscribe to The Spirit of EQ Podcast on Apple Podcasts, Google Podcasts, subscribe on Android, or your favorite podcast player. New episodes are available on the 2nd and 4th Mondays every month! Please review our podcast in iTunes. Click on the link for an easy, step-by-step tutorial.
Jeffrey Pursae, CPA Certified Public Accountant and Consultants, joined AM Tampa Bay to discuss how he donated 75 pizzas and 75 shareable from Pizza Hut for the entire Mease Countryside Hospital for the maintenance & housekeeping to the admin to the doctors and nurses during the COVID-19 outbreak.
Selling in Amazon UK is worth exploring. Even if a lot of American sellers don't want to jump through the hoops to sell in international marketplaces. www.maximizingecommerce.com Helps people grow their Amazon e-commerce businesses internationally. Also the host of a podcast and Youtube Channel with the same name. TOPICS Successfully Expand and Sell on Amazon's International Marketplaces Does a launch service for people - helps people figure things out. People in the USA are often afraid. Amazon world tour from US perspective EUROPE Should You Consider Selling on Amazon's European Marketplaces? When? Europeans If you're already in Europe, it makes sense! How to sell your Amazon products in North America? If you're in North America, it seems like an intimidating thing! Maybe start in Canada if you're based in the USA. When you've launched on Amazon.com Kevin did it early on - 1 SKU, 4 coming in, registered for Amazon Canada. Tried Etsy, Shopify etc. We think in terms of diversification but Amazon usually gives more growth. He tacked on 30% revenue with Canada. It's just WAY easier to expand listings onto other Amazon marketplaces Shopify is all about affordable traffic. Two things block people from starting an Amazon store Forms and money! Forms If someone has a driver's licence and a passport and has passed 6th Grade maths. The forms to get a VAT (Europe) or GSTN (Canada) is no more complex than that. The general flow of how you register for things is pretty similar when selling in Amazon UK. Money! The symbol for the pound or dollars looks different, but it's just numbers. His sister overseas Kindergarten math. If you asked a child, "Say $1 in the US=£0.75 So what would $20 be?”. That is literally 6th Grade Math. Sales Tax Guide for Amazon FBA Sellers Sales tax and income tax. Generally speaking, if you have a company in your home company, you can usually register in the other companies. You'll owe the income tax based on sales to your home government when selling in Amazon UK. And the sales tax is owed to the country the sales are made in. In Canada, it's just once a year, you file and both countries US and Canada, you add in sales tax to the sales price. UK How do you deal with VAT personally? Americans mostly go into the store, buy things -whatever it says on the shelves - we will pay 6 or 8% on top of that. They are used to that. US Sales tax cf. VAT If you buy an $8 beer, included in that is some form of sales tax - if you buy a beer for $8, that technically is not $8 that the stadium keeps when selling in Amazon UK. You should think of it as “everything is like buying something in a stadium.” If there is cash involved, the retailer just adds sales tax to keep it simple. Accountants and sales taxes/VAT If you go to the doctor, you're not going to go to a foot doctor if you need heart surgery. Your accountant is similar. Kevin uses a CPA (Certified Public Accountant) for most stuff. Uses Avask to handle VAT. Uses an accountant who understands the Canadian system (based in Texas) What are the other barriers? Fear of will it works out and VAT! VAT Fear is that it will cost you a lot of money to do. Pan European from the US perspective Amazon talked Kevin into it! The simplest way to say if you have VAT requirements, if you're outside Europe and you're shipping goods in from outside Europe and you're STORING goods there, you're required to register for VAT. How to Setup European Fulfilment Network (EFN) on Amazon You could send in your goods into the UK. You pay at the border to UK government. Then if you had the goods sold in Italy, Amazon can ship from the UK to Italian customer. The Amazon Pan-European FBA Program Amazon wants to be able to send goods to near the end customer because of the quick delivery. If you store in a European country,
Shannon Spencer Shareef is a CPA (Certified Public Accountant) who helps small businesses and individuals to minimize liability and maximize profitability. She is a mom to two beautiful and intelligent girls. She has been married since 2006 says and her husband is her biggest fan. She considers herself a philanthropist and together they created the E.D.G.E. (excellence, diversity, growth, and education) Foundation to allow for schools to have the opportunity to have STEM (Science, Technology, Engineering, and Math). In this episode, we talk about the importance of taxes and networking. She created Access Financial Management LLC 10 years ago to provide a quality service for a good price, and still give them the tax, accounting, and advisory services that they needed for a decent price. She learned even 15 years ago as she passed her CPA exam that there are a lot of people who are employed, but also entrepreneurs on the side. We also talk about how we met in 1k1day and Yacht Club which is an exclusive community of tribe members who are business owners - basically the paid alumni network of the online course $1k1day by our mentor, Nicole Walters. We call her a mentor because she is more than just our teacher. She talks about the benefit of having a supportive mother and sister as well as how the new tax laws affect individuals and businesses. If you subscribe to my email list, I started something called Five Bullet Fridays ranging from weekly to monthly tidbits where I share what I’m doing, learning, reading or watching. I got the idea from Tim Ferris because after all, we have to invest in ourselves sometimes. You can find her at: http://shannonshareef.com/ https://www.facebook.com/shannonspencershareef https://www.facebook.com/ShannonShareefCPA/ https://www.instagram.com/shannonshareefcpa/ Listen/Follow/Subscribe Transcription: https://zaakirahnayyar.com/blog Watch on YouTube: https://youtu.be/wpR-0dfjC8A Spotify: https://spoti.fi/2TdAZ87 Google Play: http://bit.ly/2NzzSup Stitcher: https://www.stitcher.com/s?fid=378763&refid=stpr iTunes: https://apple.co/2NYapeh Mentions: Profit First by Mike Michalowicz PricewaterhouseCoopers Ernst & Young Harvard Business Review Tim Ferris Tools of the Titan The Four Hour Work Week Quotes and Takeaways: “Corporate America has been shaken to the core so many times that nothing is stable anymore.” “If you're going to go through the cycle of corporate America, you might as well go through the cycle of entrepreneurship.” “My husband is my biggest cheerleader. When I started my business, he was, my first client.” “Word of mouth is key, but the main thing is being able to serve.” “Tax planning is not doing your tax return, seeing your result and saying I'm not happy with that, tax planning is taking the step back and looking at your total financial situation, and actually putting a plan in place.” “Tax reform was primarily beneficial to C Corps. Now, there were some avenues that were introduced that were beneficial for small businesses such as s corps and single member LLC. But the majority of the benefits went to C corps.” “The one thing that I know that I need to do to continue to scale my business and to grow my business is to bring on some help.” “It helps to have everything somewhat in my control, just to make sure that if the ball drops, it doesn't drop that far. Part of my personal and professional growth is learning to let go a little bit more.” “Take care of yourself financially first, before you take care of your business.” “You would never go work for Coca Cola and work for them for a year for free. So why would you work in your own business for free without making sure that you're taking your profit?” “You gotta celebrate the small wins because otherwise, you feel like you're not making progress.” “As long as you're grateful for the things that didn't go, well, then it kind of lessens the impact of those things that did not.”
Elmedina is a senior accountant specializing in auditing and tax services. She began her accounting career with Milhouse & Neal, LLP in 2009 as an intern. She obtained a BA, Accounting degree from University of Missouri – Saint Louis and her MBA, in Accounting. She is a licensed CPA and exceeds the annual requirements of the Continuing Professional Education program of the Missouri Society of Certified Public Accountants. Elmedina is a member the Missouri Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She devotes her professional time to a broad range of clients in various industries. One of Elmedina’ s best qualities is her strong work ethic. She works hard and has a great deal of stamina. She enjoys working on challenging projects and at the end of the day, she likes to be able to point to something tangible and know that she had a hand in it. Born in Bosnia, Elmedina spent much of her youth living in a country that was in the throes of war. She relocated to the United States at the age of twelve and entered seventh grade. Although she did not speak the English language she somehow managed to excel in her studies. At her eighth-grade graduation, she received several awards for her outstanding academic achievement. She looks back on her youth and realizes that everything she went through has only made her stronger. Elmedina is a born leader and very involved in her Bosnian community. She serves as Treasurer, for the Bosnian American Professional Network, and has been appointed by the Mayor of the City of St. Louis to serve on the Civil Rights Enforcement Agency Commission. Elmedina has an adventurous spirit and a passion for traveling abroad. It's no surprise that she paid her way through college working for a travel agency. It is customary for her to spend several weeks over the summer exploring different parts of the world. She enjoys traveling as much as possible and her adventures have taken her to such far off places as Brussels, Istanbul, Frankfurt, London, Milan, Paris, Venice, Zurich, and many more. There is no end to her adventures and her next trip is always just around the corner. Her motto is: Work. Save. Travel. Repeat. https://www.mn-cpa.com/tasic.html
In this episode of The Expat Money Show, we interview Oliver Wagner to talk about a very controversial subject. That is, how to renounce US citizenship. We get answers to questions like: Why do people renounce their US citizenship? What is an Accidental American? How To Renounce US Citizenship? What are the pros and cons of renouncing US citizenship? What are the tax implications of renouncing US citizenship? and How much does it cost to renounce US citizenship? Notes on Today's Interview with Oliver Wagner You may be asking yourself, is this for me? Let me tell you, this is not for 99% of the population. However, for a certain portion of my audience, it is extremely valuable. In my research, I've found a lack of reliable information for American Citizens who want to renounce their citizenship. We get into details why some people choose to do this and I am not saying people should do this, but for certain Expats, it really does make sense. Americans are taxed on worldwide income no matter where they live… so it can mean tens of thousands of dollars in taxes every year. I will also tell you that this interview is really dense. It is a Masterclass in how to renounce your citizenship, by a CPA who does this every day, all day. This interview is so packed full of information I decided to have the entire episode transcribed. This way you can go through it carefully. The transcription is at the bottom of the show notes for today's interview. Who is Olivier Wagner Today's guest is an IRS Enrolled Agent and CPA (Certified Public Accountant) who specializes in tax services for US expats. He is the best selling author of https://amzn.to/2W4x789 (‘U.S. Taxes for Worldly Americans') and with his company, 1040 Abroad, his goal is to eliminate tax anxiety - by helping expatriates become US tax compliant. Why do people renounce their US citizenship? There are a whole host of reasons people renounce their US citizenship. The main reason is the tax implications. Oliver Wagner explains that it is often not the taxes themselves that people owe money for. It is the fee from their CPA or accountant who must file their tax return every year. Add to this all the yearly bureaucratic paperwork that goes into filing your taxes, renouncing your citizenship makes sense. Make sure to listen in to this complete episode with Olivier Wagner. Or you can download the transcripts at the bottom of this page to get the full explanation. What is an Accidental American? Who should consider renouncing their US citizenship? An Accidental American is someone who has dual citizenship and does not live in the USA. Perhaps they never actually lived in the USA at all. They may have been born there or one of their parents are American, so they are subject to citizen-based taxation. Or, as it is often referred to as worldwide taxation. If you are an American citizen or American green card holder and earn more than $10,000 a year it is your obligation to file a tax return no matter where you live in the world. If you are an American taxpayer and live as an Expat feel free to fill out the form at the bottom of this page for recommendations on a competent and trustworthy Expat CPA, like Olivier Wagner, who can file your taxes for you. It is worth every penny to hire a great CPA for your Expat taxes. They will help navigate the entire process and can often save you considerable amounts of money, certainly more than you have to pay them. Once again, it is mandatory to be tax compliant and we are able to help accidental Americans and other American Expats become tax compliant in a straightforward and expert manner. Although I do not believe the income tax is just or right I never advise anyone to break the law and we do not deal in illegal or shady practices on The Expat Money Show or in any of my writing. I always encourage people to be tax... Support this podcast
Troy Patton is an expert in business valuation and determining the particulars in selling your business. He has earned the CPA (Certified Public Accountant) and ABV (Accredited Business Valuation) designations. For many small business owners, the business represents your nest egg as you retire. There are a lot of details to determining the amount you sell your business for as well as preparing your business for sale - be it to an outsider, family member, or employee. Troy shares a lot of information to help you prepare.
Our guest on today's show is Michael Massood he is CPA(Certified Public Accountant) and Board Member at Colombia Bank.. If you want to learn how to manage your money and how to start your bussnies and make wise decisions listen to this podcast. You can find Mr. Massood on Linkedin and also here www.massood.com
What does a CPA have to do with marketing Question: What is a CPA? What does it have to do with marketing? - Thierry Thierry and I were having dinner in Paris. He listened to a podcast interview I did and I mentioned a term, CPA (Certified Public Accountant), during the podcast. He didn’t know what CPA stands for and wondered if that is a new term for content marketing. Because of his question, I realized that I violated an important rule that I told my clients not to do, I used an abbreviation without an explanation.In my blogposts, I am usually very careful not to use abbreviated terms and make an effort to explain any I do use. And I always tell my clients to explain abbreviations or use a local equivalent for specific geos. Yet here I was, making the same mistake that I told my clients to avoid. But podcasts are fast, conversational and engaging, so we are liable to use local references without realizing it. Be cognizant of using abbreviations or local references during podcasts and make an effort to explain them, because you don’t who may be listening from the other side of the world.
Hey Weight Loss Nation! Have you filed your 2016 taxes yet? Have you filed an extension and don't even realize you are accruing interest in late penalty fees? Are you the type who do your own taxes online using tax software? Are you 100% certain you are getting the refund you are owed? Are you 100% certain you didn't "overpay" the IRS in taxes? If you're not 100% sure, you should have hired a CPA (Certified Public Accountant). You see.....I hate taxes! I hate math! So.....I've always had a CPA handle my taxes. I've always had my taxes done properly and everything filed on time. I have never "stressed" over my taxes! You shouldn't either! Today, I am interviewing my own CPA, David Dvorak in Tampa, FL. David has been handling my taxes for almost 5 years now, and he always has my best interest in mind. David can help almost anyone in the United States with their taxes. David has clients in many other states. If you would like a FREE 30 minute consultation to determine if you filed your taxes properly, contact David Dvorak CPA at the following website: www.DvorakCPA.com I trust David Dvorak with my personal and business taxes and I have no reservations in recommending him to any of you Nation! So..... contact David Dvorak CPA now to avoid and further late penalty fees or an audit! You'll be so happy you did! David Dvorak, CPA www.DvorakCPA.com Office: (727) 330-5837 Fax: (727) 213-6918 David@DvorakCpa.com
When going global, you may qualify for IC-DISC, a significant tax incentive available to qualifying manufacturers, producers, resellers, and exporters of goods that are produced in the United States with an ultimate destination outside the United States. Globig talks about the IC-DISC with Mark Griswold, a CPA (Certified Public Accountant) and International Tax Senior Manager at Eide Bailly, one of the top accounting firms in the US. Mark has worked in a variety of industries, including international taxation, real estate, manufacturing and professional services. He has significant experience with IC-DISC, including compliance and commission calculations. Topics we discuss include:1. What is an IC-DISC?2. What benefit does IC-DISC provide?2. What types of businesses can take advantage of the IC-DISC?3. How does it work?4. How is the commission amount calculated?5. What export sales qualify to be included in the commission calculation?6. What are some items to consider when implementing an IC-DISC structure?7. Is this something that needs to be set up every year or only once? Do you get the benefit every year? Does the company and share holders benefit? Listed To The IC- DISC Podcast
Allan Misner is a (CPA) Certified Public Accountant and a CIA (Certified Internal Audit). He is also passionate about being physically active and healthy and believes wholeheartedly in the practice of mindfulness. As part of this focus on health, Allen is active asa Certified Personal Trainer. He has also worked in various industries including oil and gas, retail, technology, hospitality, manufacturing and for 16 years as an internal auditor.Contact InfoWebsite: www.older.fitnessPodcast: Older+ Fitness PodcastMost Influential PersonMy wife. When I leave my office, I drive home, get inside my head and let all the stress from the day go, so when I get home I can really be with my wife.Effect on EmotionsWhen I'm doing well (with mindfulness), I'm very calm, serene and happy.Thoughts on Breathing This is where I struggle the most and so that's why I like to use guided meditations.Suggested ResourcesBook: Essentialism: The Disciplined Pursuit of Less by Greg McKeownApp: HeadspaceAdvice for Newbie Mindfulness is not just about meditating and it's not just about points in time. Just easing into a couple of minutes in a ritual; it can be as simple as when I'm brushing my teeth at night to get ready for bed. When I'm done with that I should have cleared my mind and made myself ready. It's those little moments when you sit down and prepare yourself for what's about to happen that's going to help you be successful.
www.jenhimphill.comThere is more to personal finance than budgeting, saving, paying off debt--there is a little big deal called taxes. We have to deal with them year, after year, after year. They never go away and the IRS does provide a lot of information to educate us, but unfortunately for many look it looks like reading a foreign language. Because I want you to start thinking about taxes and taking action now versus waiting until April, I invited CPA (Certified Public Accountant) to the show. You will not only get to know her on the personal side but she sheds some light and tips to help you with your taxes on a personal and business level.
www.jenhimphill.com There is more to personal finance than budgeting, saving, paying off debt--there is a little big deal called taxes. We have to deal with them year, after year, after year. They never go away and the IRS does provide a lot of information to educate us, but unfortunately for many look it looks like reading a foreign language. Because I want you to start thinking about taxes and taking action now versus waiting until April, I invited CPA (Certified Public Accountant) to the show. You will not only get to know her on the personal side but she sheds some light and tips to help you with your taxes on a personal and business level.
www.jenhimphill.com There is more to personal finance than budgeting, saving, paying off debt--there is a little big deal called taxes. We have to deal with them year, after year, after year. They never go away and the IRS does provide a lot of information to educate us, but unfortunately for many look it looks like reading a foreign language. Because I want you to start thinking about taxes and taking action now versus waiting until April, I invited CPA (Certified Public Accountant) to the show. You will not only get to know her on the personal side but she sheds some light and tips to help you with your taxes on a personal and business level.
Joshua is from Brooklyn, New York. At the time of his interview, he was completing his final semester of college in New York City, and spending most of his days “studying for the CPA (Certified Public Accountant) exam.”Joshua's Most Likely To is: "Most Likely to Have a Stable & Steady Career"We began our conversation by talking about the moments when he is the "stable one" among his friends, and whether he is “all the way stable” in every area of his life.Joshua gave a powerful tribute to his mother's accomplishments as a Haitian immigrant to the U.S., and explained how her experiences helped him to identify with the life struggles of people who are different from him.He concluded our conversation by sharing his reflections on his travels through Europe during his study abroad semester, including his thoughts on the benefits of traveling out of the US.----------------------------------------Intro Theme Music: "Chega Para Mim" by AbJoSee photos of our guest, and pick up your copy of the companion book at https://classofhc.com/ep8-joshua/Join the conversation on Twitter: https://bit.ly/2Nd2H1C and on Instagram: https://bit.ly/2Z4jPggThanks for listening!