Podcasts about CPA

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

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

https://www.frommilitarytomillionaire.com/pcs

The Law Firm Review Secret No One is Telling You About

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

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

Welcome back to the Building Your Money Machine Show! In this episode, I'm pulling back the curtain on one of the most popular and controversial trends in personal finance today: the FIRE movement — Financial Independence, Retire Early. After more than 30 years as a CPA, entrepreneur, and financial educator, I've witnessed countless people chase the dream of early retirement, only to find themselves back at work faster than a market crash.Today, I'm digging into the 8 biggest problems with FIRE that no one's really talking about. If you've ever thought about retiring early, or you're already hustling toward financial independence, this episode will help you rethink your strategy so you don't sacrifice the best years of your life for a number on a spreadsheet. I'm sharing real stories, personal experiences, and the specific pitfalls that can turn FIRE from financial independence into a life of frugality, stress, and missed opportunities.Plus, I'll be walking you through my lifestyle cost calculator—yours for free—so you can finally figure out what your freedom actually costs (hint: not the number you see on Instagram).IN TODAY'S EPISODE, I DISCUSS:Why the extreme savings rates in FIRE are like financial crash dietingWow chasing an early retirement number can actually train you to avoid joy in lifeOver-reliance on the 4% rule and market performanceWhat really happens when your career suddenly stopsWhy FIRE isn't equally accessible to everyone,What most FIRE advocates ignore about medical costsMy four-step roadmap to financial independenceRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/If You Don't Understand Bonds, You Don't Understand Money7 Things I Wish I Knew Before I Retired8 Signs You're NOT Ready For The Upcoming Recession40 Harsh Truths I Wish I Knew in My 40sHow to Build Your Financial Freedom Engine (Step-by-Step)RECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:If You Don't Understand Bonds, You Don't Understand Money: https://youtu.be/7d9Lz0D0uzA7 Things I Wish I Knew Before I Retired: https://youtu.be/t5DL9bZYRiw8 Signs You're NOT Ready For The Upcoming Recession: https://youtu.be/Spnhr_Ecd0s40 Harsh Truths I Wish I Knew in My 40s: https://youtu.be/RUIh5osQigoORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

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

If Your Bookkeeper is Doing this You are Failing.

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

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

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

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

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, a CPA and certified tax planner, dives deep into the critical topic of entity structuring for business owners and real estate investors.Are you aware of the tax traps that could be costing you thousands? Chris discusses the importance of setting up the right entity structure to protect your assets and maximize tax efficiency. He shares real-life examples, including a case study of an investor who operated a seven-figure real estate business under his personal name, exposing himself to significant liability and tax inefficiencies.If you're a business owner or real estate investor looking to optimize your tax strategy, this episode is packed with valuable insights you won't want to miss!Don't forget to follow to our channel for more episodes on tax planning and financial strategies. If you find this episode helpful, share it with a friend who could benefit from this information!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

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

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

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

3 S-Corp Facts They Don't Tell You

Feeling scattered because you're offering every service under the sun to every kind of client?In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I'll walk you through the four lanes you can choose from, how to decide on your primary lane, and when it actually makes sense to allow exceptions. If you're tired of tax season chaos and running on fumes, this episode will help you simplify and get your sanity back.…Link to full shownotes: https://www.businessstrategyforcpas.com/363…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

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

Rewarding customer loyalty is probably as old as commerce. These days, consumers accumulate hundreds, thousands, sometimes even millions of points that can be used to acquire everything from their favorite drink, to airline tickets, or simply pay a balance on a credit card. The fact that these rewards have an intrinsic value is something many easily forget about, making them a great target for fraud.SponsorsRoutable - http://ohmyfraud.promo/routableHOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:The lucrative business of airline loyalty schemes [AFR]A History of US Airline Deregulation [Travel Insider via Wayback Machine, accessed on Aug 29, 2025]Alaska Airlines miles stolen: What to do if your account is hacked [Fox13 Seattle]Alaska Airlines customers complain of possible hack after miles stolen from accounts [KIRO 7]Check your mileage plans! (Mine was hacked) [r/AlaskaAirlines]Mileage Account Hacked [r/AlaskaAirlines]My Southwest Rapid Rewards account was hacked: How I got my points back [The Points Guy]My AAdvantage account was hacked: Here's what happened and how you can protect yourself [The Points Guy]Largest Employer by State 2025 [World Population Review]Sam's Club [Wikipedia]Rewards Points Scheme Nets Arrest; More Sac County Victims Likely [Folsom Times]

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

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

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

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

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

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

Arizona Monthly Market Housing UpdateThis month, Katie, Matt, and Ryan break down what's really happening in Greater Phoenix AZ real estate using the latest stats. Don't miss our rapid-fire takes on the hottest trends and why eager buyers are jumping in now, how the Fed's recent rate cut is shaking up the market, and why ADUs can be a smart move for homeowners. We'll also tackle the national housing emergency and what it could mean for your next move in Arizona.If you're waiting on the sidelines, this episode will show you what you might be missing. ​ There are opportunities are out there for both buyers and sellers!

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

The Secret to Law Firm Success No One is Talking About

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

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

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

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

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

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I grew up in Canada and moved to the United States in 1990 when my husband was transferred here with Great West Life. I was unable to work at the time and turned to volunteering in many different roles over the years. In late 2011, I learned about Sertoma while golfing, and this organization has impacted my life ever since. I was instrumental in forming the SouthGlenn Sertoma Club in 2012 and have been an active member ever since. I held many positions in my local club and served in several roles at the National level. These include Governor, Director at Large, Vice President, President Elect, and currently International President.I am married with two grown children living here in Colorado, and my family is incredibly supportive of all my work with Sertoma.https://www.sertoma.org/ **********************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-cindy-markham-international-president-sertoma-international

Curious how sports valuations reflect broader financial trends? On this episode of Money Matters, Wes Moss and Jeff Lloyd break down the rising value of NFL teams—including the Atlanta Falcons—contrasting economic trends, and tax changes that could shape your financial outlook. • Track skyrocketing NFL team valuations and discover insights into broader financial trends. • Contrast corporate America's strength with the rising jobless claims in the broader labor market. • Review recent market performance and identify which sectors beyond technology are driving growth. • Examine the new OBBA tax bill and what its provisions could mean for retirees and families. • Navigate long-term capital gains brackets while considering strategies like tax gain and tax loss harvesting. • Consider a real-world hypothetical illustrating the new senior deduction and its potential impact on planning decisions. • Weigh the limitations of artificial intelligence in tax forecasting and the ongoing value of working with a CPA. • Explore top-performing stocks over the past 30 years and reinforce the benefits of broad portfolio diversification. Stay informed and proactive about your financial future. Listen and subscribe to the Money Matters Podcast today to keep gaining perspective and knowledge for a more confident retirement.

In this episode I sit down with Andrew Martin for part two of our Financial Dream Team series. We discuss the difference between an investment manager and financial planner, plus why you need the right business and estate attorneys on your side. We also cover the importance of having a “quarterback” to coordinate your CPA, attorney, and planner so your financial plan works together seamlessly. Perfect for business owners and contractors who want to protect assets and plan for the future. Whether you're just getting started or are looking to grow your fence business, this is an episode you don't want to miss!Watch the live recording here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/live/pjcwhGAg9H0Subscribe to my YouTube for shorter clips of this episode:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCObWyk_pdREnpfoX3Kba-hg⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Business Weekend Hack for Tax Savings

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

Mike Perez, a seasoned financial advisor and author of Faith and Finances, didn't start his career thinking about generosity or Kingdom impact. He began in accounting, building a solid professional foundation, but deep down, something felt incomplete—both professionally and spiritually. A series of God-ordained encounters drew Mike into the world of financial advising and, more importantly, into a place of full surrender to Christ. From that point on, his question became: What would it look like to truly live out my faith through my finances?   Over the last 33 years, that question has shaped Mike's entire career. Today, he carries a special passion for helping those in or near retirement “finish their race strong” by aligning their financial plans with their spiritual calling. In Faith and Finances, Mike distills decades of wisdom to help believers embrace biblical principles for financial success and radical generosity. Along the way, he offers profound insights on discovering your personal calling, setting a financial finish line that frees you to give boldly, stewarding your time and resources with eternal purpose, and building a legacy that outlives you and points others to Christ.   Major Topics Include: Mike's journey through living out is faith in his finances Learning generosity and stewardship in community The importance of heart change on the stewardship journey  What does it mean to finish well? The five pillars of a faith-driven retirement Important conversations about legacy Advice for doing legacy well as a follower of Christ Estate mapping with families Tips for experiencing heart change Three steps of a Journey of Generosity experience Practical tips for setting a finish line Living out calling beyond the working years  Encouragement to keep growing and stretching in faith and generosity QUOTES TO REMEMBER “Our industry is all about people getting the money thing right, and I think that's fine and good. But I think what's more important is getting the life thing right, especially in the second half of life.” “Ephesians 2:10 says that you were designed for good works, it doesn't say that all bets are off once you're retired. You're meant to do good works until the end.” “We shouldn't be asking God, ‘How much should I give?' but rather ‘How much should I keep?'” “Does it take more faith to give while you're here or after you're gone?” “I don't think the journey ever ends because God's always working on our hearts.” “Giving breaks the power of money.” “Your best days can be ahead of you!” “Just take your next step with Jesus.” “Generosity is a muscle. The more you work it out, the stronger it becomes.” “God just wants to know that He can use you.” LINKS FROM THE SHOW Faith and Finances by Michael Perez The ABC's of Financial Freedom by Barry L. Cameron  National Christian Foundation (see our interview with President Emeritus, David Wills) Kingdom Advisors (see our interview with founder, Ron Blue) Journey to Generosity (JoG) with Generous Giving (see our interviews with cofounder, Todd Harper and CEO, April Chapman) Christian Franchise Advisor Network (CFAN) with Ameriprise Financial Ronald Blue and Co., CPA (see our interview with founder, Ron Blue) Eternal Perspective Ministries (see our interview with founder, Randy Alcorn) Fields of Gold by Andy Stanley The 7 Habits of Highly Effective People by Stephen R. Covey Decade By Decade by Bobb Biehl The Finish Line Community Facebook Group The Finish Line Community LinkedIn Group BIBLE REFERENCES FROM THE SHOW Proverbs 27: 17 | Sharpened by Community    Iron sharpens iron, and one man sharpens another.   Psalm 24:1 | God Owns It All   The earth is the Lord‘s and the fullness thereof, the world and those who dwell therein,   Ephesians 2:10 | Created for Good Works   For we are his workmanship, created in Christ Jesus for good works, which God prepared beforehand, that we should walk in them.   Matthew 6:20 | Treasure in Heaven   but lay up for yourselves treasures in heaven, where neither moth nor rust destroys and where thieves do not break in and steal. WE WANT TO HEAR FROM YOU! If you have a thought about something you heard, or a story to share, please reach out! You can find us on Instagram, Facebook, and LinkedIn. You can also contact us directly from our contact page. If you want to engage with the Finish Line Community, check out our groups on Facebookand LinkedIn.

Kraken faces in NHL26 (3:30), New alternate jerseys (14:50), Daccord mask (43:00), Mystery tentacle in CPA rafters (45:30), Training camp schedule (53:20)

In this episode of the 'Keep More Money' podcast, Kimberly Tara, a CPA and certified tax coach, shares essential tax strategies specifically for profitable women business owners. She aims to help women reduce financial stress, keep more of their hard-earned money, and create lasting wealth. Kimberly discusses why traditional tax preparation is often insufficient, stressing the importance of proactive, creative tax strategies. She highlights four main reasons why women overpay in taxes: working with reactive accountants, improper quarterly tax estimates, following bad advice, and lack of financial education. Throughout the episode, Kimberly shares client success stories and emphasizes the importance of finding the right support and education to navigate the tax code effectively. GET YOUR VIP TICKET to Make Money Moves LIVE Connect with Kimberly on Instagram: @kimberlytaracpa

In this episode of "Get Your Fill: Financial Independence and Long Life," host Christine McCarron welcomes Tara and Tim Smith, a couple who embody the seamless integration of health and wealth. Tara, a former CPA turned certified holistic health practitioner, shares her transformative journey through Lyme disease, mold illness, and a severe spinal cord injury from a biking accident, which inspired her to coach clients at a regenerative medicine clinic in Sarasota, Florida. Tim, with 40 years as a financial planner and entrepreneur, discusses his expertise in lower-risk structured investments and mentoring advisors. Together, they reveal how their pre-COVID business, Health and Wealth, aimed to support financial professionals in both personal well-being and business strategies, emphasizing that true prosperity arises when health and finances align through mindset and gratitude.