Podcasts about CPA

Are you living The Wealthy Way? In this episode, Ryan Pineda is joined by Carter and George, two financial experts with a mission to close the wealth gap by $100 billion. Carter is a millionaire CPA and tax strategist, while George manages 8-figure investment portfolios. Together, they break down the exact blueprint their high-net-worth clients follow to build and preserve wealth. You'll learn what your CPA isn't telling you, how to legally save hundreds of thousands in taxes, and how the wealthy use tax loopholes, real estate, and investment portfolios to scale. They also reveal the three levels of tax strategy, why buying back your time is more powerful than financial freedom, and how to borrow against your assets like a bank. This conversation covers business acquisition, partnership dynamics, the rise of AI in financial services, and what it really takes to exit a company for eight or even nine figures. If you want to protect and grow your money like the wealthy do, this episode is a must watch.link to the full video version: https://youtu.be/GcmBeIW8DFw?si=Op6jqHJNfQB_zctyGet access to our real estate community, coaching, courses, and events at Wealthy University https://www.wealthyuniversity.com/Join our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://www.wealthykingdom.com/ If you want to level up, text me at 725-527-7783!--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generat...

The REAL goal isn't zero income tax

From Compliance to Strategy: How Smart Business Owners Build Long-Term Success | Christopher Papin The Entreprenudist Podcast https://entreprenudist.com Episode with Christopher Papin, Owner of Papin CPA In this insightful interview, Christopher Papin breaks down how business owners can shift from basic compliance to strategic, long-term planning by leveraging the power of advisory services, financial insight, and legal integration.

Andrew is joined by Hirsch Serman, a Certified Divorce Financial Analyst®, CPA, and trained mediator. Hirsch helps navigate the complex financial terrain of divorce with a values-based approach, empowering clients to take control of their financial future. Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!

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

Most business owners focus on saving taxes but miss the bigger picture — building wealth! In this episode, we reveal the 4 numbers millionaires track every month and why your CPA probably isn't telling you about them. Learn how to stop wasting money on bad tax moves and start using smart tax strategies that actually grow your wealth. I'll share real stories from business owners just like you who turned things around by knowing their cash flow, assets, liabilities, and true income. If you want to pay less to the IRS, build real wealth, and stop feeling broke even on a high income, this episode is for you.   Next Steps:

Get rid of your scaredy cat accountant.

As always, please contact me to connect. Whether it's to chat about this week's podcast episode or anything else on your mind: David's CalendarTakeaways: The Big Beautiful Bill is a massive 900-page law that includes tax reforms and spending changes. One major change is the extension of the 2017 tax cuts for individuals, which helps many taxpayers. Seniors will benefit from an additional $6,000 exemption, providing them with more tax relief. Another key point is the introduction of a tax credit for contributions to scholarship organizations. The standard deduction has increased by 10%, making it easier for many to reduce their taxable income. It's crucial to consult with a CPA for tax planning to maximize benefits from the new law. Links referenced in this episode:weeklywealthpodcast.comdavidarallelfinancial.comcalendly.cominstagram.comyoutube.comfacebook.com1weeklywealthpodcast.com

Send us a text When life throws the unexpected, how do you financially prepare and respond?In the milestone 100th episode of 'Women and Money, the Shit We Don't Talk About,' we celebrate our journey featuring three previous guests, all inspiring women; Candy Wolff, Claudia Porter, and Amy Salo. Together they're again sharing their impactful stories of financial struggle and resilience, but this time with combined insight.Candy shares the emotional and financial whirlwind of losing her husband unexpectedly and how she took charge of her finances after years of sitting on the sidelines. Claudia recounts her escape from a toxic marriage, including her clever tactic of replacing her wedding ring stones to hire a divorce attorney. Amy lays out how financial professionals (and women themselves), can do more to take full ownership of their financial power.Each guest also reflects on the lessons they wish they had known during their challenging times and their ongoing missions to empower other women financially. Each story resonates with the mission of Purse Strings: to empower women to be financially fearless and make informed decisions.00:00 Introduction and Episode Overview01:46 Candy Wolf's Story: A Financial Nightmare11:27 Claudia's Journey: From Academia to Financial Independence20:33 Amy's Insights: Empowering Women in Financial Services28:56 Quickfire Questions and Final ThoughtsThis isn't about fear. It's about being prepared, empowered, and seen.Whether you've been through loss, know someone who has, or just want to stop saying “I'll handle it later”, this episode is your call to action.Got a unique financial story to share? Whether it's about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it!  Or are you a professional who helps women with money? If you're a financial coach, attorney, CPA, or work in any area that empowers women financially, we'd love to hear from you too! Your story could inspire our community of women. Fill out our intake form here!Follow & connect Candy:LinkedInBook: Connect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Joe Taylor is retiring, but before he does, he's offering something most leaders don't: an open, honest conversation about the role he's leaving behind.In this episode, the Healthcare Facilities Network takes you inside Owensboro Health, where Joe has served as Senior Director of Facilities. As he prepares to step away, he's actively helping recruit his successor. From the culture of the organization to the real demands of the job, Joe shares insights and anecdotes you won't find in any written job description.If you've ever wondered what it's really like to step into a senior facilities leadership role, this episode gives you a front-row seat.

Deb Miller joins Let's Talk Memoir for a conversation about how her memoir began as a family project, being surprised to have become an author, discovering and latching onto a framework, using an “e” structure, what we recognize during the process of writing, focusing on our behavior and patterns, leaning into generational shifts, the women's movement and breaking society's norms, connecting with readers on a personal level, innovative ways to market and launch a book, promoting a message not ourselves, becoming the hero of our own story, and her new memoir Forget the Fairy Tale & Find Your Happiness.   Also in this episode:  -finding a marketing hook -creating new relationships and working them -living your own fairy tale   Books mentioned in this episode: -Wild by Cheryl Strayed -High Hopes: A  Memoir by Anne Abel   Deb Miller is the author of Forget the Fairy Tale & Find Your Happiness, a memoir that explores her personal journey toward self-reliance and strength, using the evolution of Disney princesses as a metaphor for her own transformation. A passionate advocate for personal empowerment, Deb's writing encourages readers to question societal expectations and discover their own path to happiness.Having visited nearly 50 countries as a corporate executive, she is now on a mission to visit all of our national parks. A part-time marketing professor, Dr. Miller lives in Redmond, Washington, and can be found outside landscaping, walking her energetic Auggie, or hanging out with her three kids and grandchildren. Degrees: BS Purdue University, MBA University of Dayton, DBA City University of Seattle. Also a CPA. She is former VP of marketing and communication for several Fortune 500 companies.    Connect with Deb: Website: https://forgetthefairytale.net/ LinkedIn: https://www.linkedin.com/in/dr-deb-miller-acc/ Instagram: https://www.instagram.com/forget_the_fairy_tale/ Amazon https://www.amazon.com/Forget-Fairytale-Find-Your-Happiness/dp/1647429226/ Simon and Schuster: https://www.simonandschuster.com/books/Forget-the-Fairy-Tale-and-Find-Your-Happiness/Deb-Miller/9781647429225   – Ronit's writing has appeared in The Atlantic, The Rumpus, The New York Times, Poets & Writers, The Iowa Review, Hippocampus, The Washington Post, Writer's Digest, American Literary Review, and elsewhere. Her memoir WHEN SHE COMES BACK about the loss of her mother to the guru Bhagwan Shree Rajneesh and their eventual reconciliation was named Finalist in the 2021 Housatonic Awards Awards, the 2021 Indie Excellence Awards, and was a 2021 Book Riot Best True Crime Book. Her short story collection HOME IS A MADE-UP PLACE won Hidden River Arts' 2020 Eludia Award and the 2023 Page Turner Awards for Short Stories.  She earned an MFA in Nonfiction Writing at Pacific University, is Creative Nonfiction Editor at The Citron Review, and teaches memoir through the University of Washington's Online Continuum Program and also independently. She launched Let's Talk Memoir in 2022, lives in Seattle with her family of people and dogs, and is at work on her next book. More about Ronit: https://ronitplank.com Subscribe to Ronit's Substack: https://substack.com/@ronitplank Follow Ronit: https://www.instagram.com/ronitplank/ https://www.facebook.com/RonitPlank https://bsky.app/profile/ronitplank.bsky.social   Background photo credit: Photo by Patrick Tomasso on Unsplash Headshot photo credit: Sarah Anne Photography Theme music: Isaac Joel, Dead Moll's Fingers

4 Steps to Writing Off the Family Board Meeting

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

In this special roundtable episode of Pay Play Profit, host Jessica Mae Stafford, former Visionary of TBL and now Head of Sales & Partnerships at Stellar Brands, is joined by key leaders from both organizations to share the story behind TBL's acquisition by Stellar Brands and what it means for the future. Marilyn Adkerson, CPA, Founder of TBL, reflects on her transition into retirement and the journey that led to this pivotal moment. Bobby Hoyt, Founder and Visionary of Stellar Brands, shares why acquiring TBL aligned perfectly with Stellar's mission and long-term vision. Ariel Bash, Integrator™ of Stellar Brands, speaks to how she is balancing the preservation of TBL's culture while ensuring alignment with Stellar's growth vision. Ashley Travis, Head of Finance/HR and TBL Operations at Stellar Brands, offers insight into the smooth integration process and the stability it has brought to both teams. Jessica Mae Stafford leads the conversation and adds her own perspective on legacy, leadership transitions, and the heart behind choosing Stellar as TBL's new home. Together, this leadership team reflects on the past, shares behind-the-scenes details from the transition, and casts a shared vision for the future of TBL within Stellar Brands.

"Once you get $1,000, don't run to Gucci and blow it on an ugly shirt like your broke cousin does." Jaspreet is here with a smarter, richer alternative. In this episode, he breaks down five powerful ways to turn $1,000 into so much more...whether you're trying to grow wealth, get out of debt, or finally start that side hustle. You'll learn how to: Park your cash smartly by using high-yield savings accounts that actually pay you to save Build a self-education stack with 25 book recommendations that can give you an MBA-level financial mindset for a fraction of the cost Start investing wisely, using ETFs like VTI and SPY while applying Jaspreet's CPA strategy—consistent, passive, and automatic Launch a small business with big upside, from AI consulting to social media lead generation, with real numbers and low startup costs Pay down high-interest debt strategically, locking in guaranteed returns and reducing financial stress without taking unnecessary risks This episode is your blueprint for what to do when you get an extra $1,000, and how to make sure it's not the last $1,000 you ever see. Want more financial news? Join Market Briefs, my free daily financial newsletter: https://www.briefs.co/market Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

Topics include:  Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients   Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Mark Koziel, President and CEO, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Mark Gallegos, Partner, Porte Brown Accountants and Advisors  Robert Keebler, Partner, Keebler & Associates 

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, CPA, MBA, dives into the strategies for legally beating the IRS and maximizing tax savings, regardless of your income level. Drawing from his experience at PwC, a leading global accounting firm, Chris emphasizes that you don't need to be a millionaire to benefit from the same tax strategies employed by wealthy individuals. He shares insights on how entrepreneurs, business owners, and real estate investors can eliminate the fears and frustrations surrounding taxes and accounting.Tune in to learn how to leverage these strategies to save thousands on your taxes and gain a better understanding of your financial landscape.Don't forget to leave a comment and follow for more insights on real estate investing and tax planning!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ 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 AssessmentInventory management...One of the top contributors to profit loss in independent pharmacies.Yet many owners still rely on outdated systems and reactive strategies.So how can pharmacy leaders optimize inventory, adapt to market shifts, and still maintain community connection?In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP®, Bonnie Bond, CPA sit down with Wade Hinkle, and Jared Barton of Pharmacy Marketplace and Inventory IQ to share real-world lessons from the front lines of pharmacy business.This episode covers:Why accurate inventory systems are a cornerstone of financial healthMarketplace realities and how pharmacies can strategically respondTransitioning to perpetual inventory and how it changes the gameAnd more!More About Our Guest:Jared Barton:Jared Barton is the CEO of Inventory IQ and the Secretary of the Board of Pharmacy Marketplace. With 9 years in the independent pharmacy industry and 600+ independent pharmacies served; Inventory IQ is the nation's premier independent pharmacy inventory management firm. We focus on maximizing efficiency through inventory management and assisting with perpetual inventory implementation/maintenance. They help pharmacies optimize their inventory through their monthly Inventory Mining program, and they also provide inventory count services for tax purposes, transitions of ownership, and third-party audits.Wade Hinkle:Wade Hinkle is the Founder and CEO of Pharmacy Marketplace, an all-in-one purchasing solution that considers primary vendor agreements and key metrics to help you make better real-time purchasing decisions.Prior to Pharmacy Marketplace, Wade studied at the University of Auburn where he obtained a degree in finance. This degree ultimately led him to become a partner and Owner of Hinkle Pharmacy in Alabama where he later used the insights he learned in owning a pharmacy to Co-found Inventory IQ, a service based business focused on helping independent pharmacies implement perpetual inventory systems.Learn more about Jared, Wade, InventoryIQ and Pharmacy Marketplace:Jared Barton LinkedInInventory IQ Website Wade Hinkle LinkedInPharmacy Marketplace WebsiteCheck out all our social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterMore resources on this topic:Master The MarginPodcast - Driving Independent Pharmacy Profitability in 2025Podcast - Improving Cash Flow with Inventory ManagementPodcast - Navigating the Pharmacy Marketplace

In a recent Forbes article, Paul Peterson, CPA, CEO and managing partner of Wiss, wrote that if you were designing the accounting profession from scratch today, it wouldn't look anything like the version most firms are still trying to maintain. Paul joins us for a discussion about how firms are adapting to the changes in career expectations, shifting client expectations, the impact of AI and more. Resources:Disruption In Accounting: The CPA Shortage Meets the Rise of AI (Paul's Forbes article)Firm Management Knowledge HubCPA Pipeline Knowledge Hub

Send us a textTrump's Big Beautiful Bill just became law. What's actually in it? On July 4th, the biggest tax overhaul since 2017 was signed, and it's packed with big wins for business owners. 100% bonus depreciation, a permanent 20% QBI deduction, tax-free tips and overtime, and brand-new deductions most people haven't even heard of. Let's break down the Big Beautiful Bill line by line so you know exactly what's changing, what's temporary, and how to use it to slash your tax bill before the window closes.

The hidden danger of capital loss harvesting

Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son.Mark's websitehttps://jaxlegalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/356…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. …

Laura Cowan started her career in finance, earning a CPA and working at Ernst & Young and Goldman Sachs. When she decided to go to law school at 35, she knew that she wanted to launch a boutique firm with a practice area that complemented that financial background. Estate law seemed a good fit—but fate threw her a curve ball just as she launched her firm.“I had to turn my entire practice virtual overnight in 2020 in New York City because of COVID,” Cowan tells the ABA Journal's Lee Rawles in this episode of the Modern Law Library. “I moved to Rhode Island to shelter in place with my dad. During that couple of months that I was sheltering in place, I still had to get my law firm running. I had a business to run and bills to pay. So I made everything virtual, and I really streamlined everything. And what I found was that I could make pretty easily $10,000 a month, working just a couple of hours a day.” She has now leveraged the experience of launching an all-virtual estate-planning practice into a coaching program, 2-Hour Lifestyle Lawyer, to help other lawyers launch similar practices. Her new book, Lifestyle Lawyer Revolution: Live a Life You Love (Without Leaving the Law), is full of tips and advice for building a personalized practice to provide work-life balance for attorneys. “Now, what we found is that there's a lot of lawyers who are happy working a lot more than that and are happy earning a lot more, but the name of the business really comes from just this idea that you can still be a really great attorney without working 10 hours a day, and you can make a nice living without working 10 hours a day,” says Cowan. A key part of not working too many hours is to hire appropriate assistance, even as a solo just starting out, says Cowan. “What I see a lot of is lawyers that spend too much time in the weeds of executing and doing all these different things that an admin could be doing, and not spending enough time doing what the lawyer should be focusing on,” says Cowan. “So they're both working too much and not making enough money, which is the worst possible combination.” Cowan encourages estate attorneys to hold community workshops to help people understand the importance of wills and trusts. She says it's an excellent way to establish connections that can lead to further business. “The real reason that people hire us is because of the connection,” Cowan tells Rawles. “And I firmly believe this. People don't hire you because you're the best drafter in the world. They hire you because of the way that you make them feel. So use AI and technology behind the scenes to help you get your work done and deliver a really great client experience, but never forget that it's going to be that that makes them hire you.” In this episode, Cowan also discusses the benefits of value-based pricing versus the billable hour; attracting the client base you want to target; and how to deal with your biggest frenemy: technology.

In this episode of the TNT Business Podcast, KT and Kent Temple dive deep into Trump's so-called “Big Beautiful Bill”, a continuation of the Tax Cuts and Jobs Act of 2017, and break down what it really means for small business owners, entrepreneurs, and everyday taxpayers.From corporate tax cuts and 100% business expensing to pass-through deductions, SALT cap increases, and immigration and labor force impacts, they cover it all, with real-life examples, honest insights, and a few laughs along the way.You'll also hear:How this bill could reshape the economy through 2025 and beyondWhy getting a great CPA is no longer optionalWhat's changing with Medicare, food stamps, and EV tax creditsThe real-world effects of immigration policy on labor and supply chainsWhat's next for the infrastructure bill and why it still matters

Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate Reineke and Ben Utley discuss tax strategies with Ken Eremita, CPA. From his office in Los Angeles, Ken offers tax planning, preparation, and hands-on bookkeeping services for self-employed physicians from coast to coast. We explore how marginal tax brackets work, how to keep FICA/payroll taxes in check, and one easy tax move medical practitioners still overlook, no matter how many times we talk about it on the show! Make sure to listen to the end to find out how tiny bookkeeping mistakes can cost big taxes in April. If you'd like to work with Ken, you can find him on his website, keneremita.com, or email him at info@keneremita.com 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

Join Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from compliance-driven services to strategic advisory roles to increase client value. Price Effectively: Set competitive prices for CFO and advisory services, considering the complexity and client size. Build a Strong Team: Invest in team development and create opportunities for them to deliver high-quality advisory services. Plan for Exit: Build your business with the end in mind to maximize its value, regardless of your exit strategy. Featured Quotes: Lera Kooper: “The tax return should just be a box you have to check at the end of the year and not the reason you start a conversation with your cpa.” Lera Kooper: “Hard things are hard because they're hard. So if you're waiting around for things to get easier or a better time, it's just not going to happen and you're delaying progress.” Behind the Story: Lera's path into accounting began with her father's practical advice. After gaining experience in a CPA firm, she recognized the need for more client-focused advisory services. Partnering with a former employer, she embarked on a journey of acquiring firms, shifting their focus, and building a team capable of delivering high-value CFO services. Her story highlights the importance of strategic planning, client relationships, and team development in building a premier accounting firm. Top 3 Highlights: Strategic Acquisitions: Acquire firms for growth, focusing on client potential and tech integration.

Stop hiding from those IRS letters. They're not coming to drag you away in handcuffs.The biggest lie the government ever told you? That tax debt will ruin your life. Here's the brutal truth: 99.9% of people who owe taxes will NEVER see the inside of a jail cell. But they will lose sleep, relationships, and thousands of dollars in penalties because they believe the fear-mongering.In this no-BS episode, Stoy Hall sits down with Morgan Anderson, EA – a 26-year veteran of tax debt resolution who's seen it all. Morgan destroys the myths that keep you paralyzed and reveals the real playbook the IRS doesn't want you to know.You'll discover:Why Al Capone's case has absolutely nothing to do with your $20K tax billThe massive system breakdown that's actually working in your favor right nowHow COVID broke the IRS machine (and what that means for you)The single phone call that can stop wage garnishments before they destroy your reputationWhy your "tax professional" might be setting you up for a $700K disasterThis isn't feel-good fluff. This is war strategy.Morgan pulls back the curtain on settlement negotiations, payment plans, and when to fight versus when to fold. If you're a business owner drowning in payroll taxes or an individual getting crushed by penalties, this episode could save you decades of financial pain.The government wants you scared and compliant. Time to flip the script.Connect with Morgan Anderson:Website: https://www.goldenliontaxsolutions.com/LinkedIn: https://www.linkedin.com/in/morgan-anderson-ea/Facebook: https://www.facebook.com/morgan.q.anderson.ea/Warning: This episode contains explicit tax advice that may cause sudden feelings of empowerment and the urge to finally deal with that pile of IRS notices.Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

How Much Income Will $500K Actually Give You in Retirement?**Schedule your free virtual consultation

Did you know you could get a 22–37% discount on your childcare or dependent care expenses just by using pre-tax dollars? In today's episode, I dive into the often-overlooked but highly valuable Dependent Care Flexible Spending Account (FSA). While Health FSAs and HSAs get plenty of attention, Dependent Care FSAs can offer significant tax advantages—especially for dual-income families or single parents.I break down who qualifies, what kinds of care are eligible, how much you can contribute, and what special considerations apply if you're divorced, filing separately, or classified as a highly compensated employee.Whether you're a physician with young kids or caring for a dependent adult, understanding how to use this account effectively could save you thousands.In this episode, you'll learn:-        How Dependent Care FSAs work and how they differ from Health FSAs-        Who qualifies as a dependent for reimbursement-        What expenses are eligible (and what's not)-        Key contribution limits for 2025 and special rules for high-income earners-        How divorce and custody arrangements affect eligibility-        How to coordinate Dependent Care FSAs with the Child and Dependent Care Tax Credit-        Common mistakes and nuances to watch out for Resources Mentioned:IRS Publication 503: https://www.irs.gov/publications/p503Episode 137: Flexible Spending and Healthcare Savings Accounts Disclaimer: I am not a CPA. Please consult your tax advisor for personalized guidance.  Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...

Laura Cowan started her career in finance, earning a CPA and working at Ernst & Young and Goldman Sachs. When she decided to go to law school at 35, she knew that she wanted to launch a boutique firm with a practice area that complemented that financial background. Estate law seemed a good fit—but fate threw her a curve ball just as she launched her firm.“I had to turn my entire practice virtual overnight in 2020 in New York City because of COVID,” Cowan tells the ABA Journal's Lee Rawles in this episode of the Modern Law Library. “I moved to Rhode Island to shelter in place with my dad. During that couple of months that I was sheltering in place, I still had to get my law firm running. I had a business to run and bills to pay. So I made everything virtual, and I really streamlined everything. And what I found was that I could make pretty easily $10,000 a month, working just a couple of hours a day.” She has now leveraged the experience of launching an all-virtual estate-planning practice into a coaching program, 2-Hour Lifestyle Lawyer, to help other lawyers launch similar practices. Her new book, Lifestyle Lawyer Revolution: Live a Life You Love (Without Leaving the Law), is full of tips and advice for building a personalized practice to provide work-life balance for attorneys. “Now, what we found is that there's a lot of lawyers who are happy working a lot more than that and are happy earning a lot more, but the name of the business really comes from just this idea that you can still be a really great attorney without working 10 hours a day, and you can make a nice living without working 10 hours a day,” says Cowan. A key part of not working too many hours is to hire appropriate assistance, even as a solo just starting out, says Cowan. “What I see a lot of is lawyers that spend too much time in the weeds of executing and doing all these different things that an admin could be doing, and not spending enough time doing what the lawyer should be focusing on,” says Cowan. “So they're both working too much and not making enough money, which is the worst possible combination.” Cowan encourages estate attorneys to hold community workshops to help people understand the importance of wills and trusts. She says it's an excellent way to establish connections that can lead to further business. “The real reason that people hire us is because of the connection,” Cowan tells Rawles. “And I firmly believe this. People don't hire you because you're the best drafter in the world. They hire you because of the way that you make them feel. So use AI and technology behind the scenes to help you get your work done and deliver a really great client experience, but never forget that it's going to be that that makes them hire you.” In this episode, Cowan also discusses the benefits of value-based pricing versus the billable hour; attracting the client base you want to target; and how to deal with your biggest frenemy: technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing up, Durran Dunn, CPA, had drive and discipline, but he didn't have any aspiration of using those qualities to become a CPA. He didn't even know what a CPA was. Dunn, now a partner in Bennett Thrasher's Risk Advisory Services practice, based in greater Atlanta, overcame “whiplash” in the form of two moves – from Jamaica to New York, from New York to Mississippi – and now mentors students on the merits of the profession. In addition to sharing strategies for success, Dunn spoke about the high-profile-yet-anonymous role he had at a Major League Baseball stadium. He was a social media and YouTube sensation, even though his identity was hidden by a full bodysuit. What you'll learn from this episode: Dunn's introduction to the accounting profession. The cultural whiplash he experienced, twice, upon leaving his native Jamaica. The running role Dunn performed for about seven years at a Major League Baseball stadium. Dunn's path from not knowing what a CPA was to becoming a firm partner. Details of Dunn's service on the AICPA's Board of Examiners. Why he is passionate about volunteering and mentoring young accounting candidates. His emphasis on discipline – a message he shares with student groups. 

Laura Cowan started her career in finance, earning a CPA and working at Ernst & Young and Goldman Sachs. When she decided to go to law school at 35, she knew that she wanted to launch a boutique firm with a practice area that complemented that financial background. Estate law seemed a good fit—but fate threw her a curve ball just as she launched her firm.“I had to turn my entire practice virtual overnight in 2020 in New York City because of COVID,” Cowan tells the ABA Journal's Lee Rawles in this episode of the Modern Law Library. “I moved to Rhode Island to shelter in place with my dad. During that couple of months that I was sheltering in place, I still had to get my law firm running. I had a business to run and bills to pay. So I made everything virtual, and I really streamlined everything. And what I found was that I could make pretty easily $10,000 a month, working just a couple of hours a day.” She has now leveraged the experience of launching an all-virtual estate-planning practice into a coaching program, 2-Hour Lifestyle Lawyer, to help other lawyers launch similar practices. Her new book, Lifestyle Lawyer Revolution: Live a Life You Love (Without Leaving the Law), is full of tips and advice for building a personalized practice to provide work-life balance for attorneys. “Now, what we found is that there's a lot of lawyers who are happy working a lot more than that and are happy earning a lot more, but the name of the business really comes from just this idea that you can still be a really great attorney without working 10 hours a day, and you can make a nice living without working 10 hours a day,” says Cowan. A key part of not working too many hours is to hire appropriate assistance, even as a solo just starting out, says Cowan. “What I see a lot of is lawyers that spend too much time in the weeds of executing and doing all these different things that an admin could be doing, and not spending enough time doing what the lawyer should be focusing on,” says Cowan. “So they're both working too much and not making enough money, which is the worst possible combination.” Cowan encourages estate attorneys to hold community workshops to help people understand the importance of wills and trusts. She says it's an excellent way to establish connections that can lead to further business. “The real reason that people hire us is because of the connection,” Cowan tells Rawles. “And I firmly believe this. People don't hire you because you're the best drafter in the world. They hire you because of the way that you make them feel. So use AI and technology behind the scenes to help you get your work done and deliver a really great client experience, but never forget that it's going to be that that makes them hire you.” In this episode, Cowan also discusses the benefits of value-based pricing versus the billable hour; attracting the client base you want to target; and how to deal with your biggest frenemy: technology.

Barbara Schreihans is an entrepreneur and tax strategist who left corporate accounting after 10 years to found Your Tax Coach. She now helps business owners save $10,000+ per year in taxes through advanced strategies and has built a team of 30 employees across 16 states.Instagram: @yourtaxcoachWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

You've got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to know. Jim and Pam in Orange County are eligible for combat zone tax exclusions (CZTE). How else can they maximize their tax-free retirement strategy?  Susan Brandeis, CFP® spitballs with Big Al Clopine, CPA, today on Your Money, Your Wealth® podcast number 537. Plus, should Ned in Tokyo sell his Bay Area rental property and invest the proceeds? And Bob and Brigette in Wisconsin got a late start on Roth IRA savings. Should they prioritize saving into a Roth, brokerage account, or 401(k)? Free financial resources & episode transcript: https://bit.ly/ymyw-537 DOWNLOAD Why Asset Location Matters DOWNLOAD The Recession Protection Guide WATCH How to Build a Recession-Proof Portfolio on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment 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 00:46 - Should the Asset Location of Our Accounts Be Independent of Each Other? (Kevin, Denver) 08:54 - CTZE - Any Other Ways to Maximize Our Tax-Free Retirement Strategy? (Jim & Pam, Orange County) 17:19 - Watch How to Build a Recession-Proof Portfolio on YMYW TV, Download the Recession Protection Guide 18:00 - Should We Sell a Rental Property and Invest the Proceeds? (Ned, Tokyo, Japan) 25:37 - Got a Late Start on Roth IRA Savings. Should I Prioritize Roth, Brokerage, or 401(k)? (Bob & Bridgette, WI) 34:49 - Next Week on YMYW Podcast

What do experienced real estate investors do when deals don't pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior. Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how inflation data, rate policy, and lending trends are impacting both sponsors and investors and why understanding the real risk lies beyond cap rates and projected IRRs. The hosts and Eric discuss debt mismatches, how institutional players are positioning, and why trust and underwriting discipline matter more than ever. Plus, Eric shares his candid take on why some deals should fail and why that's ultimately healthy for the market. Key Takeaways How to interpret mixed signals in the real estate and macroeconomic data Why sponsors are struggling to refinance and recapitalize The impact of capital stack misalignment on passive investors Why some LPs aren't getting paid—even when the deal is “performing” What Eric looks for in a sponsor beyond the deck How institutional players are preparing for distress Why a wave of failed deals could actually benefit long-term investors Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Content Creators CANNOT Write-off Clothes

In this Tax Tuesday episode, Barley Bowler, CPA, and Eliot Thomas, Esq., tackle a diverse range of tax questions covering business structures, real estate investments, and tax optimization strategies. They demonstrate significant tax savings by comparing Schedule C sole proprietorship versus S Corporation structures, showing how proper business formation can save approximately $6,000 annually on just $50,000 of income. The hosts address healthcare deductions for S Corporation owners, explain the complexities of the self-employed limited partner exception, and dive deep into capital gains calculations and 1031 exchanges. They also cover tax lien investments, charitable boat donations, and probate avoidance strategies. With practical examples and real calculations, this episode provides actionable advice for entrepreneurs and real estate investors looking to minimize their tax burden while staying compliant with IRS regulations. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "What is the best way to reduce my income and my self-employment taxes? I'm single, a handyman/contractor with no dependents. I work solo, no employees." - Form S Corporation, pay reasonable wage, save on employment taxes. "I have an S-Corp LLC for my property management and business consulting activities. I'd like to provide my me and my spouse's healthcare through the LLC. What's the best way to go about this?" - S Corporation pays premiums, adds to W2, deducts on Schedule 1. "Self-employed limited partner exception. Please talk about this topic." - Very risky strategy; IRS cracking down; use S-Corporation instead. "How can one start a business, LLC or C-corp, and an ideal state of incorporation and hold those shares in a Roth IRA?" - Cannot own an operating business in Roth IRA; consider ROBS instead. "What types of taxes and tax reporting will be involved if I begin investing in tax liens?" - Interest income or property ownership; depending on the redemption outcome. "What are the rules for capital gains taxes on the sale of a house when the profits are used to pay cash on the next property?" - Sales price minus adjusted basis equals gain; cash use is irrelevant. "I am taking my primary home and turning it into a rental for one to two years. How do taxes work if you wanted to 1031 a portion of the gains?" - Take Section 121 exclusion first, then 1031 the remaining gain. "Under a 1031, taxpayers must select three possible real estate properties within 45 days. Can these selected properties be changed before the 180-day deadline?" - No changes allowed after 45 days; very strict timeline rules. "I have a boat to donate to charity. Is it true that I can make a $5,000 donation without having a certified appraiser?" - Yes, under $5,000 needs written acknowledgment, not certified appraisal. "What are the ways we can avoid probate?" - Living trust, joint ownership, beneficiary designations, lifetime gifting strategies Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=capital-gains-rules-when-you-sell-a-home-and-buy-another&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=capital-gains-rules-when-you-sell-a-home-and-buy-another&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

Evan returns after a brief hiatus to discuss the intricacies of the divorce process, featuring insights from Haleh Moddasser, CPA and author of 'Great Divorce Silver Linings.' They delve into the realities of late-life divorce, financial independence for women, and how to handle investments post-divorce. The episode also touches on the emotional aspects of divorce, personal growth, and the significance of financial planning. Additionally, Evan and producer Dave review TV shows that highlight divorce themes, reinforcing the episode's emphasis on handling life transitions with grace and insight.   Topics 00:30 Summer Vibes and July 4th Celebrations 02:57 Upcoming Episode Highlights 04:05 TV Show Review: Friends and Neighbors 12:10 TV Show Review: The Four Seasons 18:52 Overrated or Underrated: Legal and Lifestyle Topics 25:54 Interview with Haleh Moddasser: Women and Wealth 27:55 Challenges Women Face in Financial Advisory 28:42 Post-Divorce Financial Mindset 31:09 Creating a Financial Plan During Divorce 33:33 The Importance of Financial Planning 36:28 The Rise of Gray Divorce 39:52 Empowering Women Through Financial Independence 48:01 Generational Differences in Financial Attitudes 54:02 Final Thoughts and Reflections

In this conversation, Dylan Silver interviews tax strategist and real estate investor Isabel Uribe, who shares her insights on tax strategies, particularly in the realm of real estate. Isabel discusses her journey into understanding tax codes, the importance of tax strategies for building wealth, and the differences between CPAs and tax strategists. She emphasizes the need for financial education and the accessibility of tax strategies for everyone, not just high earners. Isabel also introduces her upcoming course, 'Keep It All,' aimed at helping individuals save on taxes and build wealth through real estate investments.   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   —--------------------

We're looking forward to Bridging the Gap 2025 at The Unique CPA, and on Episode 219, Randy sits down with Denise Thomas, founder of the Effective Communication Coach, about her journey into effective communication and leadership. With over two decades of experience working with Fortune 500 companies and educational institutions, Denise shares insights on the importance of effective communication in transforming professionals into extraordinary leaders, and previews her BtG keynote, “Leading from Within: Embracing Your Best Self with Authentic Mind and Powerful Leadership.” From personal leadership growth and embracing vulnerability, to fostering innovation within organizations, you definitely want to catch Denise's insights into leadership and making communication work for you and your organization. Get the full show notes and more resources at TheUniqueCPA.com

When President Donald Trump signed multi-trillion-dollar reconciliation legislation July 4, it included provisions to expand the low-income housing tax credit (LIHTC), make permanent the opportunity zones (OZ) incentive and new markets tax credit (NMTC) and sharply pare back clean energy tax incentives. On this week's episode of Tax Credit Tuesday, Michael Novogradac, CPA, discusses the bill's provisions with Peter Lawrence, Novogradac's chief public policy officer; Jason Watkins, CPA; and Tony Grappone, CPA. They begin by looking at how the legislation was passed in Congress, then dive into the specific provisions for the LIHTC, OZs and NMTCs before taking a deeper dive into how clean energy tax credits were cut back. They then look at some cross-cutting provisions that will affect community development tax credits and what provisions failed to make it into the final reconciliation bill.

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From 2003-2025 Tamra Ryan was the CEO of Women's Bean Project, a social enterprise providing transitional employment in its food manufacturing business to women attempting to break the cycle of chronic unemployment and poverty. She serves as the Coors Economic Mobility Fellow for Common Sense Institute Colorado.Named as Most Influential CEO and Ten Most Influential Women in Business 2023, Tamra is a former partner and board member for Social Venture Partners-Denver and Social Enterprise Alliance. Congressman Mike Coffman (R-CO) recognized Tamra's servant leadership and entered it into the Congressional Record of the 115th Congress, Second Session in May 2018. She was honored by the Colorado Women's Chamber of Commerce as one of the Top 25 Most Powerful Women in Colorado, and in 2022 and 2023 as a Titan100 CEO and Social Entrepreneur of the year by the Colorado Institute for SocialImpact. She was a presenter at TEDxMilehigh and is a highly sought-after speaker for topics such as compassionate leadership and social enterprise.Tamra is the author of The Third Law, a book which highlights the societal obstacles and internal demons that must be overcome for marginalized women to change their lives. The Third Law has won eight awards for women/minorities in business and social activism. Tamra's latest book is Followship: 16 Lessons to Become a Leader Worth Following.Tamra received her undergraduate degree from University of Colorado Boulder and her Master of Arts and Sciences from Adelphi University. She lives in Denver, Colorado with her husband, two teenage children and two goldendoodles.https://www.tamraryan.com/https://www.linkedin.com/in/tamraryan/**********************************************************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-tamra-ryan-ceo-tamra-ryan

Step onto the floor of the AICPA Engage 2025 conference in Las Vegas with THRIVE! On this special best-of episode, host Gene Marks chats with accounting's brightest minds, uncovering insights on AI, change management, recruiting, and the future of the profession. From Mark Koziel's take on why AI won't replace accountants to Sabrina Parris' surprising connection between beekeeping and bookkeeping, this episode is your backstage pass to the conversations shaping accounting. Check out our suite of tools and resources designed to help financial advisors serve clients with confidence: https://bit.ly/4mQhPjR Have a question for upcoming episodes or a topic you want covered? Let us know: https://bit.ly/3U4NPEA Topics include: 00:00 – Episode preview and welcome 00:37 – Mark Koziel, president and CEO, AICPA 06:08 – Daniel Hood, editor-in-chief, Accounting Today 09:26 – Nicole Ksiazek, senior director, Sage 13:53 – Roman Kepcyk, director of firm technology strategy, Rightworks 16:17 – Sabrina Parris, president, Honeycomb State Tax Strategies 21:08 – Calvin Harris, CEO, New York State Society of CPAs 24:40 – Jeremy Wortman, owner, HRD Initiatives 29:15 – Sherron Permashwar, principal and CPA, BMP Tax and Accounting Services  32:47 – Wrap up DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Is AI taking over?? This episode takes a look at how artificial intelligence (AI) is transforming and helping the accounting profession. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA and CPA.com's 2025 AI in Accounting ReportAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

You could be losing sales and profits every single day—and not even realize it.

In this episode, I'm sharing something that's played a huge role in the freedom I feel in my life and business today: my relationship with money—and the team I've built to help manage it. I take you behind the scenes of my personal money journey, from struggling with debt in my early years to learning how to manage and multiply the money I earn. I'll walk you through the exact structure of my money team, who's on it, what they do, and when you might want to bring each role into your own business. I also talk about: The 3 financial metrics every CEO should know (and actually look at) The difference between a CPA and a CFO—and why you'll likely need both Why profit is more important than top-line revenue How having strong cash reserves has helped me take bold, strategic risks And if you're ready to go deeper, I share a sneak peek into our upcoming KLC Summer School—a series of high-impact trainings to help you lead with clarity, sharpen your systems, and build a season-proof business. Browse our curriculum & enroll here. Resources → Join the Fierce Factor Society → Follow Kaeli on Instagram: @kaeli.lindholm Additional Ways to Connect: Book a Discovery Call: Ready to scale with intention? Let's map out your next strategic move. Subscribe to The Blueprint: Weekly insights for founders building magnetic, trusted, and wildly profitable brands. If you've ever felt unsure about your numbers or just want a clearer strategy for managing your money, this episode is for you. KLC Consulting Website Kaeli on LinkedIn

The secret to legacy wealth isn't income—it's tax strategy. In this eye-opening segment of The Vinney and Beau Show, Vinney Chopra and Beau Eckstein reveal how learning a few tax principles can transform your financial life. From cost segregation on commercial properties to bonus depreciation on that SUV you bought for business—this is the kind of insight most investors miss. Beau shares how understanding Section 179 saved him $60K in taxes—without being a CPA! Vinney emphasizes the importance of celebrating the dollars that work for you and making memories while building wealth—not just stacking it.

Blatant Red Flag for IRS Auditors

In this engaging conversation, Stephen Schmidt interviews Dionne Randle, a seasoned real estate broker with over 23 years of experience. Dionne shares her journey from working as an administrative assistant at a CPA firm to becoming a successful broker in Texas. She discusses her passion for real estate, the importance of providing excellent service to clients, and her investment strategies focusing on land. The conversation also delves into the significance of building strong relationships in the industry and the lessons learned from her mentors. Dionne emphasizes the need for patience, due diligence, and having an exit strategy in real estate investments.   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   —--------------------