Podcasts about cpa mba

Transform the dreaded tax season into a time of profit and peace of mind by tuning in to this episode featuring Christopher J. Picciurro, CPA, MBA, PFS, ARA. From Roth conversions to maximizing your home office deduction, we'll provide actionable insights that not just educate but transform your financial landscape. So press the play button now!     Key Takeaways To Listen For Why you need to be proactive when planning your taxes Essential tax strategies to optimize your tax benefits What is the Augusta Rule and how to leverage it Why is real estate investing a top contender for tax efficiency? The correct way to claim home office deductions to enhance your tax savings     Resources/Links Mentioned In This Episode MileIQ QuickBooks     About Christopher J. Picciurro, CPA, MBA, PFS, ARA Chris is a highly respected expert in US-based Tax Planning and Strategy for Real Estate Investors, with international recognition as a presenter on the subject. He is an accomplished public speaker, recognized for delivering informative and engaging presentations at notable events.   Chris' commitment to bringing tax planning and strategy to the masses is evident in his efforts to bring his experience and proprietary tax planning system accessible to all. He believes in empowering taxpayers with the knowledge to make informed decisions and reduce their tax liabilities. Connect with Christopher Website: Chris Picciurro | Teaching Tax Flow Podcast: Teaching Tax Flow: The Podcast LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Jim Roche, CPA, MBA, is founder and principal of Robust Alternatives and MyCFO.Robust Alternatives performs tax services, but more importantly consults clients to discern key performance, as well as leading, indicators. When systems consistently capture, track and report on financial & non-financial measures, leaders simply refer to a dashboard of activity & results to discern the health and direction of current operations.MyCFO functions as a fractional/part time chief financial officer.Winning Business Radio is broadcast live Mondays at 4PM ET and Music on W4CY Radio (www.w4cy.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). Winning Business Radio is viewed on Talk 4 TV (www.talk4tv.com).Winning Business Radio Podcast is also available on Talk 4 Media (www.talk4media.com), Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets.

Are you experiencing a season of change? Maybe you are bored in your current role and open to new opportunities or know that you've maxed out where you are at. In today's episode change expert and entrepreneur Amy Horner and I talk through how to embrace change with stride. Amy is a strategic change and organizational transformation expert. She is also a mentor, board member, and doctoral student. Before founding True Nine, she was the COO and CFO for multiple organizations, guiding them through periods of intense change. In these roles, she led strategic planning and innovation initiatives that resulted in diversified revenue streams, new and expanded service offerings, better brand awareness, increased market share, a more engaged workforce, and improved financial results. "As a strategy consultant, I can broaden my impact by simultaneously supporting several clients to define and pursue their future success." In addition to working with clients on strategic planning and organizational transformation, or as Fractional COO, Amy is a dynamic keynote speaker. Her audiences are motivated by her experiences in change leadership, network cultivation, and goal-setting strategies. Amy is a True Nine, having worn the number throughout her soccer career. Her passion for the ultimate success of a team, on-field experiences, and ability to remain calm under pressure are prevalent in her client relationships, collaborative approach to strategy development and execution, and quick instincts when presented with challenges or opportunities. Recognized by Ignition's Top 50 Women in Accounting and by LinkedIn as a Top Leadership Voice, she delights in sharing her experiences for the professional development and career advancement of others. Amy earned her Bachelor's in Accounting from Indiana University of Pennsylvania, where she was a student-athlete on the first PSAC Championship Women's Varsity Soccer Team. A proud Keystone State native, Amy furthered her education with an MBA from Penn State University. She is a Doctorate in Business Administration student at the University of North Carolina at Charlotte, with anticipated graduation in May 2025. Her research interest explores the relationship between leadership team diversity and strategic change.You can find Amy HERE and True Nine HEREThis is an episode that you do not want to miss!Subscribe HERE for exclusive access and bonus episodes!Also, if you haven't already done so already, follow the podcast on LinkedIn HERE.  I'm adding a bunch of bonus episodes to the feed and, if you're not following, there's a good chance you'll miss out.Join 1K+ women receiving  my weekly newsletter where I help YOU level up your recruiting skills, share market insights also with all the tips on how to recruit your next Rockstar HERESupport the show

Today, our special guest is Steven Jarvis, who shares his career transformation from accounting to a thriving financial advisor. Steven's story is a testament to the possibilities within the financial industry. We delve into his challenges and insights as he transitioned roles, emphasizing the significance of tax services for financial advisors.Steven also shares his experience organizing successful summits for financial advisors, offering valuable tips for event planning and networking. Moreover, he discusses the crucial aspects of pricing and value in tax preparation services, introducing the concept of value-based pricing in accounting and tax services.Whether you're a seasoned financial professional or just starting your journey, this episode provides invaluable insights for success in accounting and financial advisory. Tune in now and discover how to go from zero to millions in this dynamic field!What you'll hear in this episode:[0:00] Starting and running a successful accounting practice. [1:15] Career path from accounting to financial advisor. [8:15] Tax services for financial advisors. [13:20] Starting a CPA firm with a niche focus. [18:25] Running a successful summit for financial advisors. [22:20] Pricing and value in tax preparation services. [25:50] Value-based pricing in accounting and tax services. Connect with Steven https://www.linkedin.com/in/steven-jarvis-cpa-ba91aa23/Learn more about his services https://retirementtaxservices.com/about/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Joining Kyle in the Shop this week is Bruce Scott, personal finance specialist and Author of 14 Steps to Financial Freedom. Listen along as they discuss Bruce's journey: from his humble beginnings in Jamaica to giving back to his school by teaching finance (which formed the basis for his book), his tale is inspirational on multiple fronts. We also discuss some of the concepts in the book, as Bruce explains how to Grow, Protect and Sow your money, regardless of your starting point.About Bruce:Bruce is an international personal finance specialist who dug his way out of poverty. He is a certified public accountant (Colorado), a chartered accountant (Jamaica), a chartered certified accountant (UK) and creator of the online and in person course, 14 Steps to Financial Freedom. Bruce is also the territory leader (senior partner) at PricewaterhouseCoopers (PwC) Jamaica, a member firm of PwC International Limited, one of the largest professional services networks in the world. Bruce started teaching the course in community-based institutions, including his alma mater, Jamaica College (high school), to increase financial literacy among working adults and students. The idea for his book stemmed from the warm reception to the course and the need to spread the financial freedom message at a faster rate.Guest Links:14 Steps to Financial Freedom - Website14 Steps to Financial Freedom - Book LinkSocial Links:Follow Bruce on InstagramFollow Bruce on LinkedInSponsorshipsSupport for 2 Bulls is brought to you by ​MANSCAPED™​, who is the best in men's below-the-waist grooming. ​Their products are precision-engineered tools for your family jewels. MANSCAPED's™ Performance Package the ultimate men's hygiene bundle! Join over 7 million men worldwide who trust MANSCAPED with this exclusive offer for you…. 20% off and free worldwide shipping with the code: 2BULLS at manscaped.com.If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta in our free discord server as well!Check out the custom studies for futures trading over at OrderFlow Labs. We do not receive any compensation for referrals, we just love their community and tools!To contact us, you can email us directly at 2bulls@financialineptitude.com Or leave a message at (725) 22-BULLS. Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! If you enjoyed this week's guest, check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!China Shop Links:2 Bulls DiscordMiniseries PageChina Shop MerchGuest DirectoryAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Most people tell me they don't mind paying their fair share in taxes but they don't want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode. In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don't get killed on taxes” and the host of the Retirement Tax Podcast.  We talked about how to pay less money in taxes on social security income. When do ROTH conversions make sense? Sneaky shadow taxes to watch out for.  How your income and withdrawal strategy can impact your Affordable Care Act tax credits. The triple tax savings of HSA accounts! QCDs for tax planning.  Long term capital gains and depreciation recapture when selling rental properties. For Articles, Links & Resources Discussed In Today's Episode Visit: https://soundretirementplanning.com/ We're on YouTube! Are You Ready To Retire?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's New Book: Retirement Calculator and be sure to leave a 5 star review.    

Welcome back to the H&S Podcast. The fellas are glad to welcome back AC Brown to the show for the third time! AC is our go-to guy for all things accounting and tax-wise. In the H&S Taproom this week, the fellas highlight Charlotte, NC. B-Dub does a review preview, E puts us up on game about the Black Is Beautiful Initiative started by Weather Souls in Charlotte and our guest gets in on the action, providing a review too. Our discussion segment showcases our guy AC Brown of the John L. Group. Along with his many accomplishments, including being appointed to the Michigan Board of Accountancy by the Governor, the H&S Team congratulate him on his newest honor, being a father of a Grammy award winner! Shot out to the Grammy Award-winning Tennessee State Marching Band! AC stops by to give our listeners the most up-to-date information that taxpayers should be aware of for the 2022 filing year. Don't miss this informative and entertaining episode! Beer Reviewed Caribbean Stout - Sycamore Brewing Enhanced Perception - Third Eye Brewing Company Black Is Beautiful - Yazoo Brewing Company PastryArchy Almond Brittle Stout - DuClaw Brewing Co. --- Support this podcast: https://anchor.fm/hops-and-stocks/support

Ed and Ron are supposed to discuss the controversies surrounding behavioral economics—including some of Dan Ariely's research—and we probably will. But with Greg, you never know where the conversation will go. What you do know, is it will be entertaining, hilarious, and possibly even educational. Don't miss this episode with one of the funniest CPA/MBA comedians out there, and Ron's hero, Greg Kyte.

Ed and Ron are supposed to discuss the controversies surrounding behavioral economics—including some of Dan Ariely's research—and we probably will. But with Greg, you never know where the conversation will go. What you do know, is it will be entertaining, hilarious, and possibly even educational. Don't miss this episode with one of the funniest CPA/MBA comedians out there, and Ron's hero, Greg Kyte.

Ed and Ron are supposed to discuss the controversies surrounding behavioral economics—including some of Dan Ariely's research—and we probably will. But with Greg, you never know where the conversation will go. What you do know, is it will be entertaining, hilarious, and possibly even educational. Don't miss this episode with one of the funniest CPA/MBA comedians out there, and Ron's hero, Greg Kyte.

Joan Van De Griek is The Wealth Bulldog and founder of Fetch Your Wealth., helping police officers, firefighters, and EMTs who are seeking financial strategies to have more money and financially protect their loved ones. Joan is VERY knowledgeable about taxes, finances, retirement funds and insurance policies—but she was OVERWHELMING anyone and everyone who would listen to her. When Joan came to work with us, she was "preparing" for the worst: her business was projected to be 38% under yearly sales goals because she wasn't getting enough clients to work with her. Joan and Amy talk through her journey of finding her transformation statement (which used to be "Pay tax now, never or later" - ewww). Joan also shares how she now speaks about finances and insurance without overwhelming people and how she is leveraging her personal story to connect with ideal clients.Join our Facebook community https://www.facebook.com/groups/ContentStrategyLab

Pour en savoir plus sur la nouvelle cohorte du bootcamp qui se prépare: https://liberte45.com/bootcamp

Friday, Sept. 16, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Angela Randolph, CPA, MBA BIO Today's Topic: The Importance of Knowing Your Numbers for Entrepreneurs Rita asks: Tell us about your professional background and your experience in the industry. Tell us about Stellar Ledgers and how the business came about. What services do you offer? What industries do you serve currently? What made you decide to start a training academy for small business owners? What are the major issues you see impacting small businesses? When is the best time for small businesses to outsource their accounting to a CPA/CFO? Why is it essential for small businesses to have an accounting system? About our Guest: ​Angela Randolph, CPA, is the Founder/CEO of Stellar Ledgers LLC a boutique financial firm that serves small to medium businesses by providing financial accounting, outsourced CFO, training, and consulting services. Angela has been licensed as a CPA in Texas since 1998. She obtained her BBA in Accounting and Finance from Loyola University New Orleans and MBA in Finance and Management from Tulane University. With more than 20 years of experience, Angela has experience with accounting, finance, tax, and audit across various industries with Fortune 500 companies, Big 4 Public Accounting, and the state and federal government. "I am very passionate about empowering and equipping entrepreneurs with the financial knowledge and business acumen needed to have profitable businesses," explains Angela, who believes education in both personal and business finances can significantly improve the lives of the community. Learn more at stellarledgers.com. Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs Listen to our podcasts on www.MargueritaChengRadio.com Watch all of our episodes: www.MargueritaCheng.tv

Mid State Checkdown Game of the Week: CPA @ MBA

In today's episode, Jason and Phil Interview Annie Hung-Scanga. Annie's firm specializes in providing expert accounting, tax planning and financial planning advise. Today's Podcast covers the following key areas, with Annie sharing her expertise on the topics of: 1) Advise for new franchisees on which corporate structure to employ, 2) Post launch, how and when to start paying yourself a salary, 3) Tax savings strategies, 4) Multi-generational wealth building strategies for entrepreneurs. Annie provides excellent food for thought on each topic - and we encourage you to explore her recommendations with your accountant/ financial planner to ensure they're right for your business. And if you're in the process of setting up your business and in need of accounting, tax planning and financial planning services, consider setting up a free, no obligation consultation with Annie - here's a link to her calendar - https://square.site/book/9AXE057BXPYYG/atlantis-accounting. --- Send in a voice message: https://anchor.fm/dointhething/message

Subscribe/Rate/Review to Up On Game Presents on the iHeartRadio App, Apple Podcasts, or wherever you get your podcasts! WATCH FULL EPISODES ON THE UP ON GAME NETWORK YOUTUBE CHANNEL JUST SEARCH UP ON GAME NETWORK “People shouldn't have to have discernment of spirit to know what you like and don't like. You need to communicate that because that's unfair, they shouldn't have to discern it.” - Dr. Deborah Smith Pegues Welcome to Stay a While with Tommi Vincent! You have the power to pen the story of your life. Being intentional about how you're living your life requires setting boundaries. Although uncomfortable at first, learning to draw lines now may save you from regret later. Guest Dr. Deborah Smith Pegues takes her seat at the table to help us identify why we need to set limits with those in our lives, to achieve our full potential. Deborah Smith Pegues is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher, and international speaker. She has written 17 transformational books, including the bestselling 30 Days to Taming Your Tongue (over one million sold worldwide) and The One-Minute Money Mentor for Women. She and her husband, Darnell, have been married for more than 40 years. In this episode we cover [01:00 - 03:58] Now That You're at the Table, We're Family [08:40 - 21:18] The Virtue of Prioritizing Oneself[21:19 - 33:41] Soar Through Life with Empowerment By Establishing Clarity [33:42 - 36:04] The Power of Saying “No”[36:05 - 40:48] Closing Segment  Key Quotes “Because we tend to be so nurturing as women, it's a battle we have to be aware of. I do a lot of self-auditing...And I'm thinking, well, now why is that your responsibility? And so sometimes I'll back off and other times, I just want to show love.” - Dr. Deborah Smith Pegues “I'm gonna go monitor myself. I don't want to do things I don't want to do just because I feel this false obligation.” - Dr. Deborah Smith Pegues “The sooner we're able to manage our emotions and our feelings, the better off in life we will be because tough decisions are not based on feelings, they're based on purpose.” - Tommi Vincent Connect with Dr. Deborah Smith PeguesFacebook: https://www.facebook.com/DeborahSmithPegues/Website: http://www.deborahpegues.com/ Book: https://www.amazon.com/Lead-like-Woman-Confidence-Obstacles/dp/0736980156  Connect with Me! You can reach Tommi on Instagram @cheftommivVisit https://vincentcountry.com and get connected with us on Vincent Country's Instagram @vincentcountry  Music By: Stichiz - Big T. Music /Roj&TwinkiE LEAVE A REVIEW + and SHARE this episode with someone who wants food for the soul, and the key ingredients to embracing their true, authentic self. Listen to previous episodes on Spotify, Spreaker, Apple Podcasts, or wherever you get your podcasts!See omnystudio.com/listener for privacy information.

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This week Anthony and Cameron interview Steven Gabrielsen CPA, MBA and President at Creative Advising, LLC on how to leverage the current market and make the most of tax advantages. We are focusing on advantages of owning real estate, deductions you can take, and why investors are still buying properties though interest rates are so high. Enjoy this week's episode!  Resources: To schedule a FREE Strategy Call with Steven, check out his website at www.slgadvising.com or please email him at steven@creative-advising.comSnapBack CPA | Linktree https://linktr.ee/stevengabrielsen Instagram: @snapbackcpa Email: steven@creative-advising.com Schedule your Discovery Call with Anthony or Cameron here http://bit.ly/iwc15YT Check our online course at www.InfiniteWealthCourse.com Nelson Nash documentary http://bit.ly/NelsonDoc Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC  

In this episode, we are joined by Allison Kirchhofer, CPA, MBA. Allison founded Accounting By Design in 2021 to serve New York and New Jersey's trailblazing cannabis entrepreneurs. She is the Director and Co-Founder of the New York Consortium of Cannabis Accountants whose mission is to promote financial literacy among New York's legacy market leaders and social equity entrepreneurs. Topics: 1. NY Consortium of Cannabis Accountants 2. NY Cannabis Taxation * Twitter - @TheCannabisRev2 * LinkedIn - @thecannabisreview * Episode Library - https://www.thecannabisreview.ie + NCCA - https://www.nycca.org/ + Allison Kirchhofer on LinkedIn - https://www.linkedin.com/in/allison-kirchhofer-cpa-mba-aa681057/

Our next guest, Kaysian Gordon,CPA, CFP, MBA is owner of Kaysi Gordan Financial Planning, shares her journey from managing over half a billion dollars with a team of advisors, to taking her expertise to her own investment firm to serve, the underserved.Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealthmanagement.com/consultationJoin our mailing list to receive more Christian Resources:http://eepurl.com/hnxGcDSubscribe on your favorite platforms:Apple Podcast:https://podcasts.apple.com/us/podcast/financial-advisors-say-the-darndest-things/id1546970147Spotify:https://open.spotify.com/show/0nkiUkwoJalvgFhZnsIbkkGoogle Podcast:https://podcasts.google.com/search/financial%20advisors%20say

Our next guest, Kaysian Gordon,CPA, CFP, MBA is owner of Kaysi Gordan Financial Planning, shares her journey from managing over half a billion dollars with a team of advisors, to taking her expertise to her own investment firm to serve, the underserved.Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealthmanagement.com/consultationJoin our mailing list to receive more Christian Resources:http://eepurl.com/hnxGcDSubscribe on your favorite platforms:Apple Podcast:https://podcasts.apple.com/us/podcast/financial-advisors-say-the-darndest-things/id1546970147Spotify:https://open.spotify.com/show/0nkiUkwoJalvgFhZnsIbkkGoogle Podcast:https://podcasts.google.com/search/financial%20advisors%20say

With the tax deadline quickly approaching, the fellas welcome back their guest from Episode 3, AC Brown to discuss all things tax related and more. In the Taproom, AC joins the crew to review a variety of beers. One of the podmates unsuccessfully attempts to avoid becoming a podcast snippet and falls right into the comedy trap! (3:14) As the discussion turns to taxes, AC discusses his appointment to the Michigan Board of Accountancy by the Governor of Michigan! Mr. Brown also takes a deep dive into some of the hottest tax topics for the 2021 calendar year including stimulus payments, Child Income tax credits, and new reporting requirements for services like Venmo, CashApp and Zelle. You definitely want to check out this segment as AC really breaks down these topics in depth. (14:35) Beer Reviewed Sonder - Mango Frosted Milkshake IPA Southern Grist - Pity Pieces Kentucky Bourbon Barrel Ale - Coffee Stout --- Support this podcast: https://anchor.fm/hops-and-stocks/support

Congress is considering two major pieces of legislation, The American Jobs Plan and The American Families Plan both contain many tax changes for individuals and business owners. In this week's episode our guest, Lloyd Ippolito, CPA, MBA, and member of Tom Wheelwright's WealthAbility Network discusses several of the potential changes and explains what implications that may have on your planning needs for 2022. Enjoy this week's episode.   Resources Contact Lloyd- Calendly Link: https://calendly.com/mts-lippolito/30min  Phone Number: (631) 840-0095    Schedule your Discovery Call with Anthony or Cameron here http://bit.ly/iwc15YT   We use affiliate links.  If you decide to buy something, we may receive compensation from those companies  Check our online course at www.InfiniteWealthCourse.com   Nelson Nash documentary http://bit.ly/NelsonDoc   Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC  

Most accountants are historians, they look back on what you've done over the last twelve months and report that to the IRS. If you find a “pro-active” accountant they can be worth their weight in gold. In this week's episode we introduce our listeners to Lloyd Ippolito, CPA, MBA. As a member of Tom Wheelwright's WealthAbility Network Lloyd helps individuals and business owners implement strategies to lower their tax liability. Join us as Lloyd outlines several opportunities for year-end tax planning that you can put in place TODAY. Additionally, he shares a little about the benefits of being associated with the WealthAbility Network and he discusses his take on the Infinite Banking Strategy. Enjoy this week's episode. Resources: Contact Lloyd- Calendly Link: https://calendly.com/mts-lippolito/30min Phone Number: (631) 840-0095   Schedule your 15-minute call with Anthony or Cameron here:  http://bit.ly/iwc15podcast    We use affiliate links.  If you decide to buy something, we may receive compensation from those companies  Check our online course at www.InfiniteWealthCourse.com  Nelson Nash documentary http://bit.ly/NelsonDoc Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC

Jim Calabrese recalls that when he began to climb the corporate ladder early in his finance career, an executive mentor told him, “Never be afraid to make the coffee.” This curious advice caught Calabrese's attention, so the up-and-coming executive listened carefully as the mentor added: “As an executive, you need to be able to get dirty—to roll up your sleeves. You don't want to be the person who can't do a mundane task because you're in love with your title.” Today, as a CFO, Calabrese serves up his own bite-size mentoring verbiage in this way: “There's nothing more valuable when you're the CFO than understanding how the widgets are made—and being the person who's willing to take on the challenging projects.” Calabrese tells us that he reached the CFO office by aggressively pursuing projects outside the traditional finance realm while also signing up for long stretches on strategic planning teams, where he guided re-engineering projects in the energy and software sectors. His strategic work—along with his operational “grinding and tinkering”—positioned the CPA/MBA hybrid to thrive as a finance leader, especially in his current role as CFO of Finalsite, a private equity–backed SaaS developer serving the education sector.

Welcome to Episode 3 of the Hops and Stocks Podcast. Today's episode features reviews of Melvin Brewing 2 X Thor Double IPA, Masthead Brewing Single Origin Coffee Stout, Orpheus Brewing The Doughnut Revolution Blackout Chocolate Cake Stout, Almanac Beer Company Pisces Dreams and Founders Big Luscious. The fellas get in their bag discussing retirement with 2021 Michigan Board of Accountancy appointee AC the CPA of The John L Group. You definitely don't want to miss the multiple gems dropped in this episode. We talk 401K, IRA's, stocks and tricking in retirement. --- Support this podcast: https://anchor.fm/hops-and-stocks/support

In today's episode of our Summer Remix Series, Kat Armstrong and special guest Deborah Smith Pegues talk about what women can do to resist being in competition with one another in the workplace. Deborah  is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher and international speaker. She has written 17 transformational books, including bestselling 30 Days to Taming Your Tongue (over one million sold worldwide), and The One-Minute Money Mentor for Women. She and her husband Darnell have been married for more than 40 years.

Steven Goodman, President and CEO of SHG Planning, specializes in business succession planning, which is helping business owners deal with the succession to their families, partners, and key employees. Steven also works in estate planning and gets involved in the sophisticated design of people’s retirement plans.  Steven is a skilled CPA with a multidisciplinary background. He has the expertise of an attorney, investment, pension, and insurance person, which is extremely beneficial for his clients. He currently services hundreds of clients focusing on the needs of owners of closely held businesses and high net worth individuals. In our conversation, Steven talks about: ·        The obstacles people run into with business succession planning. ·        The importance of business owners dedicating time to planning. ·        The benefit of using trusts and why. ·        Critical conversations for exit planning with partners, spouses, and children. Take advantage of Steven’s free book and the informative articles on his website! Connect with Steven: Website: https://www.shgplanning.com/ LinkedIn:  www.linkedin.com/in/stevegoodmanshg/ Free Book: stevengoodman.biz Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Business owners always want to know if I 1099 my employees do I really need workers' compensation? So we figured we'd bring in an expert on the other side of the coin and kind of dive into the tax side of it. I've got Kevin Muldowney from David Muldowney, Jr. CPA out of Colts Neck and Little Silver

“People shouldn't have to have discernment of spirit to know what you like and don't like. You need to communicate that because that's unfair, they shouldn't have to discern it.” - Dr. Deborah Smith PeguesWelcome to Stay a While with Tommi Vincent! You have the power to pen the story of your life. Being intentional about how you're living your life requires setting boundaries. Although uncomfortable at first, learning to draw lines now may save you from regret later. Guest Dr. Deborah Smith Pegues takes her seat at the table to help us identify why we need to set limits with those in our lives, to achieve our full potential.Deborah Smith Pegues is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher, and international speaker. She has written 17 transformational books, including the bestselling 30 Days to Taming Your Tongue (over one million sold worldwide) and The One-Minute Money Mentor for Women. She and her husband, Darnell, have been married for more than 40 years.In this episode we cover[01:00 - 03:58] Now That You're at the Table, We're Family [08:40 - 21:18] The Virtue of Prioritizing Oneself[21:19 - 33:41] Soar Through Life with Empowerment By Establishing Clarity [33:42 - 36:04] The Power of Saying “No”[36:05 - 40:48] Closing Segment Key Quotes“Because we tend to be so nurturing as women, it's a battle we have to be aware of. I do a lot of self-auditing...And I'm thinking, well, now why is that your responsibility? And so sometimes I'll back off and other times, I just want to show love.” - Dr. Deborah Smith Pegues“I'm gonna go monitor myself. I don't want to do things I don't want to do just because I feel this false obligation.” - Dr. Deborah Smith Pegues“The sooner we're able to manage our emotions and our feelings, the better off in life we will be because tough decisions are not based on feelings, they're based on purpose.” - Tommi VincentConnect with Dr. Deborah Smith PeguesFacebook: https://www.facebook.com/DeborahSmithPegues/Website: http://www.deborahpegues.com/ Book: https://www.amazon.com/Lead-like-Woman-Confidence-Obstacles/dp/0736980156 Connect with Me! You can reach Tommi on Instagram @cheftommivVisit https://vincentcountry.com and get connected with us on Vincent Country's Instagram @vincentcountry This episode was Produced By: Tommi Vincent, Tanner Vincent, and Skai Blue MediaMusic By: Stichiz - Big T. Music /Roj&TwinkiELEAVE A REVIEW + and SHARE this episode with someone who wants food for the soul, and the key ingredients to embracing their true, authentic self. Listen to previous episodes on Spotify, Spreaker, Apple Podcasts, or wherever you get your podcasts!

In today’s episode, Kat Armstrong and special guest Deborah Smith Pegues talk about what women can do to resist being in competition with one another in the workplace.   Pegues is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher and international speaker. She has written 17 transformational books, including bestselling 30 Days to Taming Your Tongue (over one million sold worldwide), and The One-Minute Money Mentor for Women. She and her husband Darnell have been married for more than 40 years.   Instagram: @deborahsmithpegues Facebook: Deborah Smith Pegues Website: DeborahPegues.com Twitter: @deborapegues

Robert G. Young is the incoming Chief Financial Officer at the National Geographic Society in Washington, DC; he is also a long-time NABA member, the former President of the Northern New Jersey chapter, Father, mentor, and more. In our interview, Rob shares his story navigating his way to becoming the CFO for a large non-profit organization, discusses NABA history, and its impact on his career. We also touch on his experience as a Black man and the impacts of May 25, 2020. As he is transitioning into a new role, he shared two great book recommendations with us: - The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter by Michael D. Watkins - Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement by John M. Bryson We are wishing you tons of success in your new role, Robert! Thank you for joining us!

Ang guest natin ngayong episode ay isang professor sa Manila Adventist College. Alamin ang kanyang nakakainspire na mga karanasan mula sa pagiging isang corporate professional hanggang sa maging college professor.

Deborah Smith Pegues is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher, and international speaker. She has written 17 transformational books, including the bestselling 30 Days to Taming Your Tongue (over one million sold worldwide) and The One-Minute Money Mentor for Women. She and her husband, Darnell, have been married for more than 40 years. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Deborah Smith Pegues is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher, and international speaker. She has written 17 transformational books, including the bestselling 30 Days to Taming Your Tongue (over one million sold worldwide) and The One-Minute Money Mentor for Women. She and her husband, Darnell, have been married for more than 40 years.

Do you struggle in the area of finances? Would you like to learn how to earn more money and have your business make more profit? Today, we’re excited to bring you an interview with Angela Randolph, one of our expert CEOs. Angela is a CPA, and in today’s episode, she will talk to us about her journey, and she will be sharing some tips and strategies for managing cash flow during periods of uncertainty. Even though we’re starting to come out of quarantine and social distancing at the time of this recording, you still need to think about strategies for coping with uncertainty because it happens a lot in business. Stay tuned to find out more! In this episode, you’ll learn: How Angela helps people get closer to the goals they are trying to achieve. Angela’s mission in life and her motivation for doing what she does. Black women are in the lowest tier of income when it comes to both race and gender. Why you should look for a CPA rather than a bookkeeper. Why cash management is vital for having a successful business. The reason why creating multiple income streams is important for business stability. Ways to prepare to sell your services and products in a creative way. How Angela came to own her role as an expert and CEO. Angela is developing a course on everything you need to know about tax-compliance when you open a business. Some of the earlier challenges that Angela faced and how she overcame them. How Angela integrates all the different aspects of her life. The importance of setting goals, achieving them, and staying focused. The right time to start hiring people. Connect with Angela on Instagram, Twitter, and Facebook  Angela’s website    Let's continue the conversation in our online sanctuary The Black Woman CEO Circle. Join here: https://www.facebook.com/groups/BlackWomanCEO

In this episode, we have the amazing privilege of speaking with Deborah Smith Pegues. Deborah is a CPA/MBA, certified John Maxwell Leadership Coach and Speaker, certified behavior consultant, Bible teacher, and international speaker. She has written 18 transformational books, including the bestselling 30 Days to Taming Your Tongue and The One-Minute Money Mentor for Women. Her new book, Lead Like a Woman, is available everywhere books are sold starting August 11th, 2020!Support the show (https://www.fearisaliar.co/)

In today’s episode, Josh welcomes Deborah Pegues, CPA/MBA, and bestselling author of “30 Days to Taming Your Tongue,” which sold over one million sold worldwide. Listen in as Deborah shares her incredible story and gives us advice we all need to hear.  If you enjoyed this episode and what to hear more unqualified, unfiltered, and (sometimes) even unwanted takes on current events, faith, and culture - be sure to subscribe now, so you don’t miss the next drop! You can listen to the promo by clicking this link, https://apple.co/3dsBf9t!

Welcome to the 231st episode of the Joshua Gagnon Leadership Podcast!   If you enjoy listening to this podcast and it has helped you and your team in any way, please leave us a review on Apple Podcast or Stitcher or take the time to share it on social media. Do you have a question for Pastor Josh about leadership, ministry, or any other topic we've covered on the podcast so far? Submit your questions to info@joshuagagnon.com or @joshgagnon on Twitter and Pastor Josh might answer it on a future episode!   Connect with Pastor Josh:   Pastor Josh on Instagram: www.instagram.com/joshgagnon Pastor Josh on Twitter: www.twitter.com/joshgagnon Send your leadership questions to info@joshuagagnon.com   Join Pastor Roman as he welcomes Deborah Pegues, CPA/MBA, and bestselling author of “30 Days to Taming Your Tongue,” which sold over one million sold worldwide. Listen in as they have a candid and inspiring conversation on finding her path in leadership. Deborah also discusses her newest book that is releasing in August 2020, “Lead Like a Woman: Gain Confidence, Navigate Obstacles, Empower Others” - based on embracing inherent traits that God has given a woman that will make her successful.    Additional Links:   Website: https://www.confrontingissues.com/ Facebook: https://www.facebook.com/DeborahSmithPegues/  Instagram: https://www.instagram.com/deborahsmithpegues/  Twitter: https://twitter.com/deborahpegues  Also, don't forget to subscribe to Pastor Josh's newest podcast, “Outspoken with Joshua Gagnon.” You can listen to the promo by clicking this link, https://apple.co/3dsBf9t!

Jason and Alex invite special guest Scott Palka to the show, to help small business owners amidst the “new normal” of continuous change. They announce that IDA is now filming all shows, to provide an additional educational resource to consumers.Jason begins the show by introducing Scott, jedi master of helping business owners financially plan. He is the creator of an innovative model that helps small business owners with high level financial planning. This simple, short term projection tool provides a range of estimates for different scenarios, to help business owners make better decisions.Jason points out how difficult it is to be a successful investor without a quality financial plan, and the consequences are even more severe for business owners who lack a proper financial plan.Scott shares a common mistake he has seen small business owners make in these times – focusing on how to accomplish PPP forgiveness, at the expense of focusing on what is going to get the business through the crisis into next year. The modeling tool helps business owners run a variety of scenarios to see what they need to do to ensure viability of the business going forward. He cautions business owners to do this when they have money so they can make adjustments and get to the recovery from this crisis; don’t wait until money has run out to find out the business isn’t working.Jason points out how great the correlation is to financial planning for people’s life savings – projections and scenarios are vital to run for success.Scott brings to light how business owners can get help with financial planning if they do not have a CFO. He offers to share his “do it yourself” modeling spreadsheet and his webinar that shows how to use it, with listeners. Please contact IDA via the "contact us" form in this post if you would like to receive these. He specifies it is designed for business leaders to use themselves to determine directional strategy and model potential scenarios. It is not for sending to financial professionals to use. Scott advises business owners look at the big picture first, then have accounting professionals drill down for more detail.Scott then shares a real-life example of how his model helped a local restaurant create a plan for how to get through the crisis this year.They close the show by sharing the important fact that financial planning helps business owners sleep better at night amidst the new normal of continuous change. Agile businesses will not only survive but thrive. Alex stresses the importance of optimism about the future amidst the different challenges people face from the pandemic.In this show you will learn about:- How business owners can financially plan for different scenarios amidst the new normal of continuous change to survive the crisis and thrive- What types of financial planning business leaders should do for themselves, and what types should be outsourced to accounting professionals.- Some common mistakes small business owners are making and the importance of focusing on financial planning to get a business through the crisis rather than how to get their PPP loan forgiven.- A modeling spreadsheet Scott built (complimentary to listeners), and how it can be used to help small business owners survive and thrive- How running projections and scenarios in financial planning are vital to both personal and business financial success

Jason and Alex invite special guest Scott Palka to the show, to help small business owners amidst the “new normal” of continuous change. They announce that IDA is now filming all shows, to provide an additional educational resource to consumers.Jason begins the show by introducing Scott, jedi master of helping business owners financially plan. He is the creator of an innovative model that helps small business owners with high level financial planning. This simple, short term projection tool provides a range of estimates for different scenarios, to help business owners make better decisions.Jason points out how difficult it is to be a successful investor without a quality financial plan, and the consequences are even more severe for business owners who lack a proper financial plan.Scott shares a common mistake he has seen small business owners make in these times – focusing on how to accomplish PPP forgiveness, at the expense of focusing on what is going to get the business through the crisis into next year. The modeling tool helps business owners run a variety of scenarios to see what they need to do to ensure viability of the business going forward. He cautions business owners to do this when they have money so they can make adjustments and get to the recovery from this crisis; don’t wait until money has run out to find out the business isn’t working.Jason points out how great the correlation is to financial planning for people’s life savings – projections and scenarios are vital to run for success.Scott brings to light how business owners can get help with financial planning if they do not have a CFO. He offers to share his “do it yourself” modeling spreadsheet and his webinar that shows how to use it, with listeners. Please contact IDA via the "contact us" form in this post if you would like to receive these. He specifies it is designed for business leaders to use themselves to determine directional strategy and model potential scenarios. It is not for sending to financial professionals to use. Scott advises business owners look at the big picture first, then have accounting professionals drill down for more detail.Scott then shares a real-life example of how his model helped a local restaurant create a plan for how to get through the crisis this year.They close the show by sharing the important fact that financial planning helps business owners sleep better at night amidst the new normal of continuous change. Agile businesses will not only survive but thrive. Alex stresses the importance of optimism about the future amidst the different challenges people face from the pandemic.In this show you will learn about:- How business owners can financially plan for different scenarios amidst the new normal of continuous change to survive the crisis and thrive- What types of financial planning business leaders should do for themselves, and what types should be outsourced to accounting professionals.- Some common mistakes small business owners are making and the importance of focusing on financial planning to get a business through the crisis rather than how to get their PPP loan forgiven.- A modeling spreadsheet Scott built (complimentary to listeners), and how it can be used to help small business owners survive and thrive- How running projections and scenarios in financial planning are vital to both personal and business financial success

Having a strong command of the financials is important for business owners. Not understanding the number can lead to poor decision making leading to less than optimal results. In this episode, Adam Torres and Wesley Lindquist, CPA MBA, Founder of TheNumbersEdge.com, Precision Financial and Author of "The Playbook To Managing Your Business By The Numbers," explore Wesley's new book and how business owners are benefiting. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/

In this February episode, P&B sit down with P's brother in law, Ankit! Ankit is a CPA MBA who is currently the Director of Finance at a local hospital circuit. This episode is the first part of this interview which discusses name pronunciations, when and how Ankit realized what his true purpose was, and the stereotypes of parental pressures on Indian kids. Stay tuned for part two in April!

Scaling Up Services is a podcast devoted to helping founders, partners, CEOs, key executives, and managers of service-based businesses scale their companies faster and with less drama. Have each episode delivered to your inbox by subscribing here: http://www.scalingupservices.com/subscribe

Please listen to the tax challenges individual and small business owners face. --- Send in a voice message: https://anchor.fm/virtualsalesexec/message Support this podcast: https://anchor.fm/virtualsalesexec/support

Still in her mid-20's, Ms. Wilson is super intelligent and has the credentials to prove it. It was so much fun interview Sheneya. She is a sought out consultant across the United States. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/virtualsalesexec/message Support this podcast: https://anchor.fm/virtualsalesexec/support

Join Leah's conversation with Shawna Robinson, CPA, as they discuss how to find assets and understated income using tax returns.   Subscribe to The Investigation Game podcast today: Apple Podcast: https://apple.co/2I7e2Mx Spotify: https://spoti.fi/30OLHmq Google Play Music: http://bit.ly/2Wyq7mS   Subscribe to Workman Forensics: http://bit.ly/2Qrna20   LIKE us on Facebook: http://bit.ly/2K73yiN FOLLOW us on Twitter: http://bit.ly/2WoRQ9N FOLLOW us on Instagram: http://bit.ly/2W9rf0Z FOLLOW us on LinkedIn: http://bit.ly/2I3iH1X Check us out at www.workmanforensics.com

Everyone business owner listening to this podcast should get to know Sheneya Wilson. Ms. Wilson is a shining-star of business, money and finance. I will let the podcast speak for itself. You can contact Sheneya Wilson the following ways: Fola Financial LLC Sheneya on Instagram You can visit 321 Biz Dev LLC by clicking HERE --- Send in a voice message: https://anchor.fm/321bizdevelopment/message Support this podcast: https://anchor.fm/321bizdevelopment/support

“What are your patient retention numbers? What percent of your treatment plans are accepted? What is your production goal for a given day?” asks today’s guest Doug Fettig, CPA, MBA.  With over 25 years of business and consulting experience, Doug has the unique ability to understand dentists needs and help them grow efficient and profitable practices. His insight allows him to effectively communicate business concepts to dental practices while strategically addressing tax, investment, and retirement planning needs, which he dives into today with Vicki and Chad. In this episode, they cover: Thinking like a CEO…you’re running a small business. Do you know your metrics? Where dentists hurt themselves the most in their finances Suggestions and best practices for planning for retirement

Here's a CPA with her finger on the pulse of business. Ursula has a national and international following of women entrepreneurs who have a burning desire to balance business success and female empowerment. And, yes guys, Ursula's advice and counsel are good for us too. Ursula broadens the scope of her CPA practice to include business advisory services to have a more hands-on working relationship with her clients. Plateau to Summit is the platform for her Business Advisory Services where business clients can chose the level of support they need. Ursula provides business coaching and workshops in California and travels to many countries as a guest speaker. You can learn more about Ursula Garrett at: www.ursulaisamazing.com www.cpagarrett.com www.facebook.com/groups/plateatutosummit (closed group) --- Send in a voice message: https://anchor.fm/321bizdevelopment/message Support this podcast: https://anchor.fm/321bizdevelopment/support

Interviewing Ursula Garrett was both an honor and a treat. It was great speaking with a CPA who truly loves to help small businesses in the United States and abroad with their financial and business development needs. Ursula is an excellent communicator (as you will see) and has a pro-active style of ensuring her clients receive the best information. www.cpagarrett.com --- Send in a voice message: https://anchor.fm/321bizdevelopment/message Support this podcast: https://anchor.fm/321bizdevelopment/support

S1E2 - Greg Beyer, CPA MBA of Laporte CPAs & Business Advisors has provided tax services and business consulting services to the construction industry for over 15 years, plus he holds his own investment properties as well. Greg joins host Calvert Stone on Rousing Housing to explore this unique perspective. Are you pretending that you know what rent rolls are? Carrying costs? What about depreciation? All these topics and more are discussed on this episode. Greg also shares some of his own process for assessing an investment property, talks about his own properties, and shares what he's learned from the experience. Calvert Stone is an attorney with Commerce Title in Baton Rouge, LA. From large, complex commercial transactions to small home equity loans, Commerce Title is prepared to handle your closing in an efficient, professional manner. Close with confidence! Learn more by calling 225-769-8800 or visiting Commerce Title online or Facebook. Please note: This podcast is for general informational purposes only.

Episode 105 - Avoid These IRA Landmines with guest Seymour Goldberg, CPA, MBA, JD

Jo-Anne Williams-Barnes, CPA/MBA Owner of JFW Accounting Services, LLC Jo-Anne has been in the accounting arena over 13 years, working extensively with non-for profits; small, medium and large sized businesses. She gained her accounting experience through senior accounting /management roles for a variety of companies, including a large public accounting CPA firm in the Washington DC area. Over the years she has honed her skills in creating sound bookkeeping systems, financial reports, business consulting and tax preparations services to name a few. Jo-Anne is dedicated to helping clients achieve business success by providing assistance with the establishment of practical and sound accounting and financial processes. Focused on services for startups, small to medium sized businesses, as well as clients in the non-for profit industry, she is committed to delivering services which meets each client’s unique objectives.   Jfwaccountingservices.com