Podcasts about cpas

From its inception, the Retirement Equals Freedom Podcast has been laser-focused on providing practical info to help folks prepare for their golden years.But on this very special episode Host Josh Bretl, founder of FSR Wealth Strategies, is letting us in on a secret!As he and Co-Host Dave Schmidt explain, their team's positive energy and client success are about more than the nuts and bolts of tax strategy, investments and savings.What else is there?Well, it's personal!Far from a cookie-cutter formula, the collaborative FSR approach to financial planning is customized to each individual's story, and all kinds of dreams.They care about where clients are stuck and, with their tools and expertise, know how to get past those stumbling blocks by reducing unnecessary anxiety, clarifying what's possible and building the plan to make that vision – your ideal retirement – a reality.And sooner than later! It's all about making lives better and, says Josh, that “makes us feel really freakin' good.”You'll hear about the mindset shift that occurred when the whole FSR team got together recently to define and celebrate what it is that makes their approach so unique.Join Josh and Dave as they reflect on their core values and why it's so important to fall in love with what you're “for” – professionally, personally and in planning the best part of your life!Don't miss all the fun and informative nuggets in our biweekly podcast email club. Join at this link!Click here to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast. Or join the conversation over at our private Facebook group, which you can find here.Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team's CPAs. When it comes to living your best life, it's never too early to get started!

Join Ralph and Kasim in the latest episode of Perpetual Traffic as they tackle complex tracking issues and share valuable insights into advertising basics, real estate marketing, and simplification strategies for better results. Discover why fixing tracking is crucial before running ads and how it affects optimization and scaling. Learn about split testing and how it can reveal stronger conversion actions. The hosts also share their experiences with mispronunciations and delve into real estate marketing insights from different avatars. Plus, find out how Chat GPT can be used for research and knowledge building. Don't miss out on the case study of scaling ad spend for a real estate product by 50% in three months while reducing CPA by 60%. Simplify your campaigns and improve performance by avoiding over-engineering things. Tune in to Perpetual Traffic now!In This Episode, You'll Learn:00:00:00 - Warm Greeting and Positive Response00:02:50 - Efficient Formatting of Names and Numbers with GPT00:04:04 - Chat GPT's Accurate Interpretation and Google Product Integration00:09:36 - Reviews' Importance for Shows and Real Estate Agent Ad Spend Case Study00:15:54 - Conversion Tracking's Importance and Multifaceted Business Goals00:17:27 - Split Testing Reveals Preference for Stronger Conversion Actions00:20:33 - Identifying Google Campaigns Built by Facebook Experts00:21:47 - Three Distinct Real Estate Market Avatars Identified00:24:18 - Message Importance in Facebook Advertising00:28:12 - Success through Simplification: Going Back to Basics in MarketingLINKS AND RESOURCES:Tiereleven.comSolutions 8 Perpetual Traffic SurveyPerpetual Traffic WebsiteFollow Perpetual Traffic on TwitterConnect with Kasim on Twitter and Connect with Ralph on LinkedInThanks so much for joining us this week. Want to subscribe to Perpetual Traffic? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

In 2014, Anton started Elite Resource Team with his trusted business partner, Ken Smith. They found enormous success in teaching financial advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system. Elite Resource Team has trained over 1200 advisors across 37 states. Eager to put his areas of interest and expertise to work, Anton divides his time between his work as an Entrepreneur, Consultant, and Thought Leader, with the goal to help business owners and high performers multiply their efforts, and exceed their perceived potential in pursuit of exceptional results.Learn more:https://www.antonjanderson.com/ and https://www.elitert.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-anton-anderson-ceo-of-elite-resource-team

One of the most popular questions I receive throughout the year, and especially during tax season, is which receipts do I need to keep for my business, and the follow-up for this question is typically how I should keep these receipts.  Both are great questions, and in today's podcast episode, I go over which receipts you need to keep in your business as well as the best ways that my clients have found to keep these receipts so that they are able to find them easily.  When I'm working with my clients, the overall goal is to ensure that whatever option they decide to use when maintaining their receipts, it is easy for them to do, and they are able to find the receipts when they need them.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; knowing which receipts you need to keep for your business and how you are going to maintain a system for managing those receipts is pretty important if you want to be able to take the deductions for those expenses on your tax return.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to be entered into a drawing for one of 5 coaching packages: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

As leaders, it's crucial to establish trust with your followers by first knowing and trusting yourself. It's only by understanding our own struggles and showing ourselves kindness and understanding that we can truly extend that same compassion to others.On this week's episode of She Leads Now, I am joined by Jennifer Anderson. Tune in as we explore how we can be leaders in our own right by leaning into the call for compassion and being the change we want to see in the world.Jennifer Anderson has over 24 years as a leadership career strategist – consulting with national and international companies to build their tech leaders into leaders that everyone wants to work for while also reducing employee attrition. She is sought after as a speaker about leadership and has addressed groups such as NCSEA, Public Relations Society of America, American Marketing Association, American Women's Society of CPAs, the Structural Engineering Association and more. She is published in Forbes and is ranked as a “Top 40 to Follow” on Twitter.Learn more and access the resources mentioned in the show HERE****************************************************RESOURCES MENTIONED:Website:  www.MovingForwardSolutions.comLinkedIn Profile: https://www.linkedin.com/in/careercoachjen/Instagram Profile: www.instagram.com/movingforwardsolutionsYouTube: https://www.youtube.com/channel/UCUN5pLJ467hDgXImkAR0KUQBOOK RECCOMENDATIONS:The Ruthless Elimination of Hurry: How to stay emotionally healthy and spiritually alive in the chaos of the modern world****************************************************FREE RESOURCES: Check out my gifts to you!  https://sabinegedeon.com/sheleadsHOST INFO:As an experienced HR executive, Transformational Speaker, Coach, & Consultant Sabine Gedeon has helped numerous clients in both start-ups and Fortune 500 companies address their development needs and achieve their growth goals. Her expertise inspires her clients to become confident and influential leaders who embrace change and transformation, both personal and professional.**************************************************** Work With Me: Complimentary DiscoveryMy Gifts To You: FREE ResourcesMeet us in the LeadHers Lounge every 4th Wednesday for an hour of growth, networking, & Q&A. There's no cost to attend and you can join as many sessions as you'd like. RSVP to attend next month's virtual meet-up.Join She Leads Network:She Leads Community: sheleadsnetwork.com/communityShe Leads Collective: sheleadsnetwork.com/collective*Use Promo Code: Community for 20% Special Savings Discount on annual membership

Josh Zieglowsky, Co-Founder and CBDO at ERC Specialists, joins Liberty & Justice Season 2, Episode 9 and discuss the employee retention tax credit.  Learn more about ERC Specialists and see if you qualify for the credit at https://ercspecialists.com?fpr=mwhit.  Watch every episode of Liberty & Justice at www.whitaker.tvJosh Zieglowsky has been an entrepreneur for almost 20 years. His primary focus is investing in residential and commercial real estate. Josh's key expertise includes asset and portfolio management, broker relations, investor and client relations, banking relations, economic and demographic trends, market analysis, due diligence oversight, financing oversight, acquisition and disposition strategies, transaction oversight and business development.When Josh first learned about the ERC, he spoke to some CPAs and payroll firms but was unsuccessful in finding a solution for his company's filings, so he took it upon himself to help other businesses receive this credit from the government. He took the approach of the book “Who not How” to hire top experts who specialize in this niche program. With his dream team in place, Josh now leads business development and marketing at ERC Specialists.When Josh isn't working, he's spending time with his wife of 21 years, Taryn, and his four children. Josh grew up in Morgan, UT where he was a multi-sport athlete but his love was in basketball. Now, years later, he gives back by coaching local students to succeed both in sports and in life.Matthew G. Whitaker was acting Attorney General of the United States (2018-2019).  Prior to becoming acting Attorney General, Mr. Whitaker served as Chief of Staff to the Attorney General. He was appointed as the U.S. Attorney for the Southern District of Iowa by President George W. Bush, serving from 2004-2009. Whitaker was the managing partner of Des Moines-based law firm, Whitaker Hagenow & Gustoff LLP from 2009 until rejoining DOJ in 2017. He was also the Executive Director for FACT, The Foundation for Accountability & Civic Trust, an ethics and accountability watchdog, between 2014 and 2017.   Mr. Whitaker is the Author of the book--Above the Law, The Inside Story of How the Justice Department Tried to Subvert President Trump.  Buy Matt's book here: https://amzn.to/3IXUOb8Mr. Whitaker graduated with a Master of Business Administration, Juris Doctor, and Bachelor of Arts from the University of Iowa.  While at Iowa, Mr. Whitaker was a three-year letterman on the football team where he received the prestigious Big Ten Medal of Honor.Mr. Whitaker is now a Co-Chair of the Center for Law and Justice at America First Policy Institute and a Senior Fellow at the American Conservative Union Foundation. Matt is on the Board of Directors for America First Legal Foundation and is a Senior Advisor to IronGate Capital Advisors. He is also Of Counsel with the Graves Garrett law firm.  Whitaker appears regularly to discuss legal and political issues on Fox News, Newsmax and other news outlets.  He splits his time between Iowa, Florida and Washington, D.C. 

In the latest episode of "Building the Premier Accounting Firm", host Roger Knecht sits down with Chris Hervochon, a successful accountant and entrepreneur, to discuss his journey in the accounting world. Chris shares how he started as an accountant and eventually left his job to start his own firm. He also talks about the crucial role his spouse played in allowing him to make the leap to entrepreneurship. Chris talks about how working with a coach has helped him grow his business and how he has found success by niching in marketing agencies. They also explore the differences between vertical and horizontal niching and why finding a niche in the accounting industry is essential. They also cover the differences between CFO and advisory services and Chris's top tools to automate his business. He also shares his experiences with employee buy-ins and running his business virtually. Looking to start or grow your own accounting firm? Then this episode is a must-listen for you. The insights and advice shared by Chris Hervochon will inspire and motivate you to take your accounting career to the next level. Tune in now to hear this engaging conversation on "Building the Premier Accounting Firm." Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chris Hervochon Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm.  Chris Hervochon provides outsourced accounting and tax preparation for small businesses and individuals. Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has been featured in publications such as the Journal of Accountancy, Accounting Today, AMEX Open Forum, and is the Co-Host for the CPA advisory show. Chris has been selected as one of the "40 Under 40" in the Accounting Profession by CPA Practice Advisor magazine for the years 2019 through 2021. In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy's tenth graduating class. Chris was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October of 2018. Sponsors: Universal Accounting Center ●        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ●        “in the BLACK, nine principles to make your business profitable” – e-book ●        “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Become a Profit & Growth Expert.  Receive the training and skills you need to to offer quality CFO and Advisory services with confidence and competence.  Now is the time to complement your accounting and tax services with an additional income stream.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPAs grow their accounting practice when they're over capacity, underutilizing their talents and not providing optimal client support?  Many CPA firms still rely on the hourly billing business model, where the firm has to log more work hours providing services to increase revenue. It focuses on hours and deliverables, not on results and value. A compelling alternative is the subscription business model, where the provider enables serial transformations to the buyer, and continually adds value to the experience. The subscription model creates an opening for predictable, recurring, higher margin revenue.  In this week's episode, I talk about the subscription model with my guest, Ron Baker.  Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally, and is a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy. Ron has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing. His latest book, co-authored with Paul Dunn, Time's Up!: The Subscription Business Model for Professional Firms, was published in November 2022. In this two-part conversation (episodes 233 and 234), we talk about: Why Ron wrote his latest book, Time's Up Pricing strategy and positioning  Subscription model and DPC (direct primary care) doctors How the subscription business model can help CPAs transform their clients' life Highlights: — “If you go to the market with a common offering, you're going to command a common price.” — “The true value of accountants lie in guiding transformations. They have the power to advance their customers.” — “To differentiate, CPAs should be able to guide the customer to the desired future state.”   

In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks about exit planning strategies, personal goodwill, and how to carve out the value attributed to an owner's name, reputation, and key relationships. Discover why CPAs are uniquely positioned to help families and business owners with their estate planning needs. Randy breakdowns the 3 possible beneficiaries of a person's assets: the family, the government, or charity. Why do so many business owners prioritize tax savings during their wealth accumulation phase but fail to plan for taxes during the exit phase? Do you want to know what Robin Williams, Aretha Franklin, and Prince have in common? Find out the answer to these questions and more on this Goodwill Hunting episode with wealth and charitable advisor Randy Fox.

In the this episode, the guys chat with Cherie of the Little CPA. She answers all of the frequently asked questions about taxes and how the tax code works. Tune in. More about our guest: Chérie is a Certified Public Accountant with more than 10 years of Public Accounting Experience. She was recently named one of the AICPA's 40 Under 40 Black CPAs, and she is 1 of 29 young CPAs accepted into the AICPA's 2020 Leadership Academy. Outside of work, she serves on the Board of Directors for a local performing arts nonprofit and an economic development nonprofit . She is the founder of The Little CPA, an educational platform that helps thriving professionals make wise financial decisions. Learn more at www.thelittecpa.com --- Support this podcast: https://anchor.fm/30tolifepod/support

Will artificial intelligence replace CPAs? We asked a chatbot and a human what they think. Resources:Artificial Intelligence Knowledge HubJoin the Emerging Technologies Interest GroupFollow Sean Stein Smith on Twitter

If you're currently working in a hybrid environment or running a business that is managing this structure, tune in to hear best practices for keeping employees engaged in this episode of the PFP Section podcast. Kelley Long, CPA/PFS, discusses 5 tips, including: ·        How to keep the office and remote workers connected and invigorated. ·        How to help employees avoid burnout. ·        What to consider with the home office reimbursement policy. ·        Acknowledging special occasions so as not to create a cultural divide. ·        Expressing appreciation goes a long way.   Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. ·        Get other ideas for your business in the series, A Business Owner's Journey to Time, Money, and Mind Freedom.   This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.   Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

If you're currently working in a hybrid environment or running a business that is managing this structure, tune in to hear best practices for keeping employees engaged in this episode of the PFP Section podcast. Kelley Long, CPA/PFS, discusses 5 tips, including: ·How to keep the office and remote workers connected and invigorated. ·How to help employees avoid burnout. ·What to consider with the home office reimbursement policy. ·Acknowledging special occasions so as not to create a cultural divide. ·Expressing appreciation goes a long way.  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. ·Get other ideas for your business in the series, A Business Owner's Journey to Time, Money, and Mind Freedom. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Christina Brady is the Chief Strategy Officer at Sales Assembly. On today's episode we start by discussing the biggest challenges companies face in scaling revenue. We then shift gears and dive into the topic of certifications. More specifically, this idea gets revived every few years, should there be standardized certifications for salespeople? Like licensing exams that exist for CPAs and for lawyers. Finally, we talk sales cycles. Data suggests that the average deal cycle in B2B tech is transitioning from 60 days to 75-80. Christina and I dig into this and explore what these longer and more involved sales cycles mean for sellers and sales leaders. More on Andy: Connect on LinkedIn Get Andy's new book "Sell Without Selling Out" on Amazon Learn more at AndyPaul.com Sponsored by: Revenue.io | Unlock exponential growth with an AI-powered RevOps platform | Revenue.io Scratchpad | The fastest way to update Salesforce, take sales notes, and stay on top of to-dos | Scratchpad.com Blueboard | World's leading experiential rewards & recognition platform | Blueboard.com Explore the Revenue.io Podcast Universe: Sales Enablement Podcast RevOps Podcast Selling with Purpose Podcast

Season 4 Episode 28 | Recorded December 4, 2022 Thank you to FreshBooks for making all of this possible, we love you. In today's episode, Scott sat down with Brian Streig, CPA for a lively conversation about his backstory and how he got into the accounting space. They talk about the super firms and navigated the peculiarities of Texas laws and discussed the differences between bookkeepers, accountants, and CPAs. They also discussed bleeding-edge tech, focusing on employees over clients, and how to "wow" clients with a great client experience. They also dove into the world of Tax Twitter and the shifting demographics of the industry. Lastly, Brian shared some valuable advice for firm owners and, to cap it all off, Scott even drops a rap so be sure not to miss this one. Brian gets into the accounting mess Brian's Backstory Condensing the Super Firms Austin during the great recession Bleeding edge tech Texas laws and peculiarities; Bookkeeper VS Accountant VS CPA All tax, all day, everyday Firm hard numbers BDO alliance The insurance niche Structure of the firm Vision and goals Focusing on employees rather than clients Twitter Tax Twitter: The decentralized water cooler Being popular on #TaxTwitter Big egos Being gay in the industry Shifting diversity and demographics in the industry Outsourcing Tax Software FreshBooks and change FreshBooks is so fresh, so easy FreshBooks is for small businesses Complexity in business nowadays Most important aspects of running a firm It's the people AI Tax Client experience in the firm Wow-ing the client Shoutout to the listeners and advice to firm owners FreshBooks rap All the Shoutouts: The Digital CPA conference, FreshBooks Partner Meetups, PwC, Chase, Indeed, BDO Alliance, Jody Padar, Byron Patrick, CPA.CITP I CGMA, CCH Axcess, UltraTax, Ghost Systems, Trello, Notion, Blake Oliver, CPA, Eakmark, Xero, QuickBooks, Twyla Verhelst, CPA, Sage, TurboTax --- Send in a voice message: https://anchor.fm/accountinghigh/message

Want to defer taxes? This is your episode. In this episode of The Real Estate Investing Club I interview Brett Swarts, Capital Gains Tax Solutions is a national Deferred Sales Trust (DST) Trustee firm. We exist to provide one-to-one business owner & investor guidance throughout your or your client's entire Deferred Sales Trust™ transaction. Capital Gains Tax Solutions team members collectively have over 14 years of Deferred Sales Trust experience, 20 years of investment real estate experience, and have participated in over 400,000,000 of Deferred Sales Trust, Multifamily Brokerage, Delaware Statutory Trust, 1031 exchanges, and commercial real estate transactions. We strategically align with CRE Syndicators, Financial Advisors, CPAs, and Real Estate Professionals to satisfy their investor's/clients' goals when they exit. Brett Swarts is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Brett Swarts? Reach out at www.capitalgainstaxsolutions.com. Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.   Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  CONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   The Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips as a real estate investor. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family flips and rentals, to multifamily syndication!   #realestateinvesting #passiveincome #realestateSupport the show

Buckle up for this one because Host Josh Bretl, founder of FSR Wealth Strategies, is not messing around. This episode of the Retirement Equals Freedom Podcast is getting down to the nitty-gritty of tax strategy for retirement.Following up on Episode 32, as promised we're getting the solutions and work-arounds for a range of tax-related challenges that all too often leaving us with a compelling desire to bury our heads in the sand.This pod's primary message is: Don't do that! With a little sound financial advice and some planning, we can all set a course to enjoying the fruits of our hard-earned retirement savings.You'll come away with a better understanding of the downsides of mutual funds and a new way of thinking about capital gains as something to manage – not dodge at your own expense.Just in the nick of time, Co-host Dave Schmidt gives us the break we need by introducing another round of “Get to Know Josh and Dave” followed by a DR2R that is somewhat obscure (and macabre) but highly effective! Enjoy updates, laughs and a whole new understanding of the interplay between sound tax planning and enjoying the kind of retirement you've dreamed of – and earned!Don't miss this cool new pod link resource with all the latest and greatest about Retirement Equals Freedom and one-click access to your favorite platform for listening!If you haven't already, please sign up for all the news you can use (+ lots of fun) at this link for the Retirement Equals Freedom podcast newsletter. You might also want to join the conversation at our private Facebook group, which you'll find here.Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team's CPAs. When it comes to living your best life, it's never too early to get started!

As a solopreneur or business owner, you know how hard you work each and every day.  When working day in and day out, you can easily fall into a regular grind and realize you aren't as happy as you used to be.  It's essential to include things in your day that bring you joy so that you don't develop burnout and so that you can continue to enjoy your business.  In today's podcast episode, I am diving into the top ways you can start or continue to bring joy into your business.  Owning a business can be demanding and stressful, but by incorporating a few things into your business day, you can continue to enjoy your business just like you did when you first decided you wanted to start your business.  It may take a little work, especially if you have created a business that you haven't been enjoying for a while, but I promise that by opening your mind and implementing at least one of the items I cover today, you'll see a little more joy in your business.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; it is important to continue to have joy and happiness in your business, so let's find out what you can start doing today to bring joy into your business.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to be entered into a drawing for one of 5 coaching packages: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe   Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want.  When they lose a grip on time, the tendency is to work more hours than they want to.  Here today to talk with me about this is Dawn Goldberg, the author of “The Smarter Accountant.” Dawn shares how accountants and CPAs can get better and more effective with their time.  It includes 5 simple steps: 1. Plan your time.  2. Avoid running off of to-do lists.  3. Manage your mind before, during, and after.  4. Follow through on your plan.  5. Assess so that you can learn from your experiment.    Highlights: — “Working off of a to-do list is the most ineffective way to manage your time because the human brain gets very overwhelmed with a list of things to do, because it cannot put things into context.”  — “Planning saves so much time. When you make decisions ahead of time you reduce decision fatigue throughout the week.”  — “You absolutely have to first learn how to manage your mind before you can manage your time.” — “Our brain thinks everything is urgent and so important. So we have to decide on purpose what is important.”  — “You will be amazed at how much more you can get done if you put a boundary around your time.”   Connect with Dawn: Website: https://thesmarteraccountant.com/ Podcast: https://cpamoms.com/podcasts/   Episode mentions: 193 Create the Exact Business You Want: Introducing The Model https://www.businessstrategyforcpas.com/193 218 Mindset Coaching for More Powerful Results, with Emma Richter https://www.businessstrategyforcpas.com/218   Dawn's book: The Smarter Accountant: How To Eliminate Stress and Overwhelm, Create More Time, Gain a Competitive Advantage, and More! https://www.amazon.com/Smarter-Accountant-Eliminate-Overwhelm-Competitive/dp/B0B7QFYW8N

We have an excellent discussion with the Founder and CEO of Rent To Retirement, Zach Lemaster, a licensed optometrist and Air Force veteran who retired early from his career in medicine to be a professional real estate investor by strategically focusing on markets that maximize cash flow, appreciation, and equity.At Rent To Retirement, Zach specializes in helping busy professionals acquire cash-flowing properties in some of the most promising markets throughout the U.S. Their local teams, comprised of CPAs, attorneys, lenders, and other professionals, ensure that every investor gets the support they need to achieve their financial goals.Hear why Zach decided to leave his high-paying medical profession that required many years of training (and thousands of dollars in tuition) to pursue a pathway toward financial freedom as a real estate investor.Things we discussed in this episode:- How Zach transition from his career in the military and as an optometrist into the world of real estate investing- How entrepreneurship is often a lonely road and why true fulfillment comes from finding purpose and the relationships built along the way- Why should a prospective investor look to a turnkey provider instead of kind of going and doing everything on their own?- How to achieve the 3 stages of financial independence (Covering living expenses, Replacing active income, Achieving true financial independence to create generational wealth.)- What it takes to scale quickly to leave your job to be a full time investor- The dangers of entering into partnerships without full due diligence.Where you can find Zach:Rent to Retirement Website - https://renttoretirement.com/YouTube - https://www.youtube.com/@RentToRetirementPodcast - https://renttoretirement.com/category/podcasts/Bigger Pockets - https://www.biggerpockets.com/users/zacharycoleJoin Jason Muth and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast!#realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #realestateportfolio #financialindependence #diversifiedrealestate #retirement #cashflowThe Demand Gen FixB2B buyer behavior is changing and traditional lead generation tactics just don't work...Listen on: Apple Podcasts SpotifySupport the showFollow us!NextHome Titletown Real Estate on InstagramNextHome Titletown Real Estate on FacebookNextHome Titletown Real Estate on LinkedInAttorney Rory Gill on LinkedIn

In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer. 

The new spousal IRA election in SECURE 2.0 is both novel and complex. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the options that need to be considered when a spouse who is 7+ years younger dies first. Bob shares: The spousal IRA options in SECURE 1.0 and SECURE 2.0 How to know whether you should do a traditional rollover or make the inherited spousal IRA election Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. Find other SECURE 2.0 resources in the Proactive Planning Toolkit. You'll also find updated 2023 decision planning charts here. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Show Summary In this episode, Jamie Beresford, founder of Practice Protect, shares what cybersecurity means with the three pillars of cybersecurity. "Cyber security is not about data storage, it's about data access. Hackers don't hack, they trick. They trick users into divulging the information to use legitimate access to access systems illegitimately." He also talks about email fraud and how technology is changing for CPAs. Toward the end of the episode, Jamie shares tips with our listeners on what you can use to help your team avoid having hackers trick you into accessing your information.   Website: https://practiceprotect.com/ LinkedIn: https://www.linkedin.com/in/jamie-beresford/ Corporate Partner: People Process – https://peopleprocesses.com/

Hey guys, welcome back to Eggs! Today's special guest is Chris Hervochon. Chris is the sole proprietor of his own CPA firm, which provides outsourced accounting and tax preparation services primarily for marketing and creative agencies.Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous publications, including Journal of Accountancy, South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise. In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy's tenth graduating class. He was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October 2018. In 2019, he was selected as one of CPA Practice Advisor's 40 Under 40.When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf, obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour's RBC Heritage event.Our Guest:Chris Hervochon, CPA, CVAFounder and CEO Chris Hevochon CPAhttps://www.betterwaycpa.com/----Credits:Hosted by Ryan Roghaar and Michael SmithTheme music: "Perfect Day" by OPMThe Carton:https://medium.com/the-carton-by-eggsThe Eggs Podcast Spotify playlist:bit.ly/eggstunesThe Plugs:The Showeggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOn Stitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music!Mike "DJ Ontic" shows and infodjontic.com@djontic on twitterRyan Roghaarhttp://rogha.ar

In today's episode of the Share The Wealth Show, Verline Davis takes us on a journey through her career as a tax brain surgeon, property manager, and real estate investor.  Tune in as she shares her story and provides valuable insights into how she got started in these fields and achieved success.  Vearline Davis is a Tax Strategist who helps clients with Advanced Tax Planning. Her journey began when she purchased several rental properties and was surprised to find out during tax time that she was not considered a Real Estate Professional and had very few write-offs. After years of research and from the experience of her previous CPA, she learned that not all tax professionals are created equal. Verline believes in the power of tax planning and enjoys seeing her clients transform and achieve financial success, and improves their overall well-being because they do not have that added stress running in the background.   Verline's journey is sure to inspire and educate. So sit back, relax, and let's dive into Verline's fascinating story. ________________________________ FREE Discovery call for The Microfamily Investing Accelerator https://calendly.com/noirvest/themicrofamilyinvestingaccelerator ________________________________   [01:17 - 12:13] Who is Verline? How she got into these fields (Property Management, Tax planning, and Real estate Investing) She shares her experience with her previous CPA which gave her a lot of trouble. The realization that not all CPAs are alike. How she financed her first properties Strategy in purchasing properties [12:14 -19:29] Next Phase of Verline's Journey How she started as Property Manager handling multifamily properties How she was hungry to dig in and learn more about the back end of property management on a tax level. [19:30 - 25:13] Verline as a Brain Surgeon  529 Alternative / 529 College Fund Tax Planning She teamed up with different CPA's Tax Strategy for W2 employees and start-up business owners [25:14 - 37:16] Real Estate Professional Status Two tests to become RE Professional Work and participate 750 hrs a year short term rental status [37:17 - 38:07] Closing Segment Watch out for part 2 of our conversation with Verline!   Quote "I came to the realization, that not all tax professionals or CPAs are created equally." - Verline Davis   Connect with Verline! Website: www.Capitalvsolutions.com Instagram: https://www.instagram.com/capitalvsolutions/  LinkedIn: https://www.linkedin.com/in/capitalvsolutions/  ___________________________________________ Let's get connected!  You can find Nicole on  LinkedIn https://www.linkedin.com/in/nicole-pendergrass/ Instagram https://www.instagram.com/nvestornikki/?hl=en Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com    LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast/share-the-wealth-show/id1622218163 

As a bootstrapping entrepreneur, it is a constant battle between time, money and talent... what should you or could you do yourself, and what needs to be outsourced due to lack of time or talent... yet is affordable? I learned the hard way that building a website can be daunting, and probably not the best use of my time as an entrepreneur, but it was soooo expensive to have it done professionally! Lindy Nowak set out to make that both affordable and easy for her small business clients! Lindy Nowak spent over 15 years as a creative director in New York City working for multiple brands including L'Oréal, Bon Appetit, Entertainment Weekly and Women's Health Magazines. Today, she is the founder and CEO of Up in a Day, a turnkey website product that helps CPAs, mortgage brokers, restaurant owners, therapists, and tech start ups get a great website up and running quickly, on budget, and with very little effort from them. Hear about Lindy's journey from creative director to tech founder... and lessons learned along the way!

What you'll learn in this episode: How to determine what your succession planning goals are Why it's so difficult to sell a law firm, and which types of practices may sell more easily than others When to start succession planning, and how long to expect a deal to take How buying a firm can be a strategic career move for young lawyers Why most lawyers need to challenge themselves to be better entrepreneurs and business developers About Roy Ginsburg Roy S. Ginsburg is an attorney coach and law firm consultant who has practiced law for more than 30 years. He works with individual lawyers and law firms nationwide in the areas of business development, practice management, career development, and strategic and succession planning. Roy is also a prolific speaker and blogger. He travels around the country speaking at CLEs sponsored by bar associations on topics such as selling law practices, succession planning and more. He's a regular contributor at attorneyatwork.com. Additional Resources: www.sellyourlawpractice.com Transcript: Succession planning is the most important topic law firm owners never want to talk about. But whether you want to sell your firm or pass it on to a top associate, deciding how you want to exit your career is better done sooner than later. As a legal coach, Roy Ginsburg helps attorneys prioritize their goals for succession planning and create a plan to achieve them. He joined the Law Firm Marketing Catalyst Podcast to talk about which types of practices may be more appealing to buyers; how to help associates transition to owners; and what age attorneys should start thinking about succession. Read the episode transcript here.   Sharon: Welcome to the Law Firm Marketing Catalyst Podcast. Today, we are talking with Roy S. Ginsburg. Roy is a lawyer and strategic advisor to lawyers and law firms. He puts his 35 years of experience to work helping lawyers be more satisfied in their careers. He has several areas of expertise, but today, he'll be talking about an area we don't hear a lot about, and that is the obstacles lawyers face when they start the process of estate planning. That could be selling their firm to a different entity or turning their firm over to the next generation. Roy, welcome to the program. Roy:       Thank you very much for inviting me, Sharon. It's a pleasure to be here. Sharon: So glad to have you. You're talking to us from Philadelphia? Roy:       No. What I tell people is that I'm talking from a city that, until a few years ago, no one ever heard of, and that's Minneapolis. They know about it now for all the wrong reasons, but, yeah, I'm talking to you from Minneapolis, Minnesota. Sharon: Tell us about your career. Roy:       I got to the Midwest initially through law school. I attended the University of Wisconsin for law school. For a year after that, I clerked for a justice on the Wisconsin Supreme Court, and then I moved to Minneapolis after that to work for a large law firm here. I worked for a large firm for a few years, then I worked for a smaller law firm for a few years. I spent about a dozen years as an in-house lawyer. In all those times, in private practice and in-house, most of it was in the employment law area. That was the first 20. The last 20, I've pretty much been the consultant I am today. Sharon: How was it that you came to be a consultant and a strategic advisor? Roy:       I wasn't one of those lawyers who intensely disliked practicing law, though I've worked with plenty of those. I just thought it was O.K. and I was looking to do something different. In some ways, I surprised myself by having this entrepreneurial bug. The initial game plan was to be a CLE speaker primarily talking about business development and ethics. I figured lawyers would attend a CLE with ethics attached to it. They did, but it's not so easy to get gigs if you want to do that on a national basis, which was the goal. I got them, but when you have three kids and hopefully all of them are attending college, it wasn't enough. Then I realized that coaching was becoming popular, at least in corporate America. I knew that from being in-house and working for a few companies. I figured if I can tell a hundred people how to build a marketing plan, I can do it one-on-one. That was initially how I got into coaching/consulting. Over time, people said, “Roy, can you help me with this? Can you help me with that?” The recession was here. Could I help people find jobs? Back in 2008, a lot of small firm owners would call me looking for help with practice management issues. Most importantly for the purposes of this program today, I got lots of calls from senior lawyers, either solo or small firm owners, not knowing what to do. So, I saw business there. This was about 10, 15 years ago. I created my own website just for that particular business. Although I do all types of consulting and coaching today, I'd say about two-thirds of my time is helping solo and small firm owners with their succession planning, because they oftentimes just don't know what to do. Sharon: You must have been very busy during Covid with succession planning. Roy:       Yes and no. Much like a lot of America, for the first two months, in April and May, my phone didn't ring. Everyone was trying to figure out how to live. Then June was business as usual. I've read and seen anecdotally that the pandemic was a mixed bag as far as retirement planning. It definitely incentivized some people to call and figure out what to do. On the other hand, it delayed some people because they thought, “What am I going to retire for? I can't visit the kids,” or they realized during lockdown that they needed to have a busier practice and it was premature to retire. At least for the people that are calling me, it's been a wash. I haven't seen a tsunami of phone calls, but I also haven't seen it drop off the cliff. It's business as usual, and pretty steady at that. Sharon: I'm thinking about how many businesses and restaurants and all kinds of people decided to pack it in and said, “O.K., I'm going to try something different.” Rboy:       Not so much. One of the things I pride myself on is I understand the DNA of lawyers. I'm a lawyer myself. They don't like change. They don't like to take a chance or a risk. I didn't realize how unique I am by not only changing my life as a lawyer but being somewhat of an entrepreneur. I've learned from the coaching and consulting that's not in the DNA of most lawyers, to think entrepreneurially. Like I said, they find themselves in the profession for no compelling reason, and they stay there because it's a half-decent living. Some love it; some hate it; most are in between. Sharon: Did you know you had this entrepreneurial gene before you started? Roy: Not really. It surprised me as much as it surprised family and friends, I think. Sharon: You say that practicing law was O.K., but it wasn't because you had this craving, or you knew that wasn't really what you were meant to do. Roy:  Correct. I'm like most lawyers. There's a joke in the Jewish community: nice Jewish boys who don't like the sight of blood go to law school. My brother's a doctor, so I'm the lawyer. Anecdotally, I can tell you I've coached or consulted with well over 200 lawyers over the last 20 years or so, and I always ask every one of them why they went to law school. You think you can guess the number one answer? There actually is no close second answer. Sharon: What else? What else was there to do? Roy: They couldn't think of anything better to do. Very few lawyers have a compelling reason, and this is across the board, whether you went to a premier law school or one of the ones in the box. They just find themselves saying, “Eh, it's a nice living, not too bad. I get a little prestige.” If you're really entrepreneurial, you don't go to law school; you go to business school or you start your own business. That's one of the many reasons why I think most lawyers are horrific businesspeople in general. Most lack any sort of entrepreneurial DNA. Sharon: Did it take a while for this gene, this DNA, the entrepreneurial bug, to come out in you? Roy: I kind of enjoyed it. Needless to say, I've been doing it for 20 years at this point, but I think I have been good at it. Like most lawyers, I'm not terribly creative. But if I see something, I'll act upon the trend. My consulting business is a perfect example. I had no big plan to help senior lawyers exit. I saw the demand and said, “Huh, I think there's something here,” and then went with it. I'm good at spotting a trend and acting upon it, but big-picture-wise, I'm not so good. I wouldn't have thought this would be a good way to make a living as a lawyer. It just turned out that way. Sharon: Why do you think prioritizing is so difficult for lawyers? Roy: Lawyers tend to be very reactive. When they call me, for some of them, it's a big, big deal because they're in denial, like a lot of people when it comes to what they do. Even though they realize they've got to do something, they haven't taken a step back. Lawyers, again, are not very reflective. They're not sure what they want to accomplish, so they try to make a lot of money on a deal, or they want to make sure their clients are going to be well-served, or they want to make sure staff is going to be maintained. I don't want to say those are conflicting goals, but depending on the importance of a goal, they may do some things differently when they figure out what they want to do for succession planning. Sharon: Why is it harder for a law firm to do a succession plan? What are the obstacles they face versus another business? Roy:  Probably the biggest obstacle is it's a very immature, underdeveloped marketplace, unlike a lot of other professional services such as CPAs and dentists, for example. That's a mature marketplace. People have been buying and selling CPA firms for years. Same thing with dentists or any other professional service. Law, as you may or may not know, was ethically prohibited for a while, although lawyers got around that, at least the clever ones. It's still on the up-and-up. A lot of people don't realize that there's even that possibility. A lot of people don't call me for help because they don't even realize they can do anything. It's more out of ignorance. Another fundamental difference between other professional services is each practice is pretty much unique. A million-dollar criminal defense law firm is completely different from a family law firm which is completely different from an immigration firm which is completely different from an estate planning firm. It may have similar revenues, but the only thing in common with those four practices is that they're owned by a lawyer. They have a J.D. next to their name and they passed the bar, but it's like comparing a grocery store to a gas station, and they happen to be owned by a lawyer. Even if you're in a small town and there are 10 firms, oftentimes they don't necessarily compete against each other. There may not be a natural buyer in the town or in the big locations. A lot of younger lawyers don't even realize they can buy a firm and that's a strategic way to build a practice. Part of my job is educating younger lawyers about how one way to jumpstart their practice is to buy. They just don't think like businesspeople. If you're a small business lawyer, you do deals all the time, but they can't connect that dot to themselves. Sharon: Having a PR and marketing firm, I was told—I don't think this is the case, but I was told from day one, “You're not going to sell your firm. People don't sell firms. They just can't sell firms.” Are lawyers told the same thing? Roy: Pretty much. They're not necessarily specifically told by someone, but when they ask about it, they'll find it out. In fact, the way most people find me—I'm in Minneapolis. My clients are nationwide; five to 10% are from Minnesota, which I think is very typical. Someone, a small firm owner who's about 65, 70, 75, goes to their buddy or a colleague and says, “Hey, what are you doing about the firm now that you're getting older?” and they say, “I'm not really sure.” They say, “Is there anything I can do?” “I don't know.” So, they ask around town and realize there's no one in town who can help them. The good news for me is that 60- and 70-year-olds now know how to search the web. If you search “Can I sell my law firm?” or “How do I do this?” or “How do I do that?” I come up very high. Not that I want to pat myself on the back too much, but I don't have much competition. So, it's easy to come across me, and I say, “Hey, I can do something.” In other words, most people have no idea what can be done. All they do know is that sometimes they have internal people. I help those firms, but those who are solo or have no good candidates inside, like you said, they think there are no good options, but there are. Sharon: You do come up very high because of your website and your blog. You come up very high when it comes to succession planning. Let me ask you this: when you say they don't have internal people, do you mean they don't have somebody ready to move into their position? Roy:       Yeah. Small firm owners have one, two, three, four, sometimes as many as five or six associates or people who've been there for a long time, and they're thinking they want to sell it to the internal people and theoretically preserve the legacy. What they often call me for help with is how to price it and structure it. Is it realistic to get the money over this amount time? I also give them an idea of how much to ask for, because they're often clueless about what their firm may be worth.  Sharon: When you say theoretically they want to preserve their legacy, do you think that's important? Do these people think it's important? Roy:       Again, that goes back to your question a few minutes ago: what are they prioritizing? To some, that's a big deal. Others don't care at all. Most are somewhere in between about preserving their legacy. Sharon: Do you find that most people have an unrealistic expectation as to what their firm is worth? Roy:       Very much at times. Some firms aren't worth much at all. Those are the ones who have goodwill, which is very personal. For example, if you're a prominent criminal defense lawyer and you have a location in your city, your geographic area, your county, and you're a solo, people call you because they want you; they don't want anybody else. The best way I describe it to laypeople or even to lawyers about whether your practice has value, think about if it's a Friday afternoon and you ride off into retirement sunset, and on Monday you sell the firm to me. If I answer the phone, will they work with me on Monday? Going back to the prominent criminal defense lawyer, for example, no way in hell are they going to work with me. They'll just go to the next name on their list. They wanted to work with the guy or the woman who sold the firm on Friday. Other practice areas, it's going to be a different answer. They may work with me. So, I always tell lawyers the two-word answer about whether they'll work with you on Monday is, “It depends.” My job as a consultant to my clients is to figure out what it depends upon. For some lawyers, they have nothing to sell. The best example of a firm that has value, on paper at least, is estate planning. You know people are going to come back and revise the will. You know they are going to die and maybe need probate. It's not so theoretical that the phone will ring. I think, given the nature of the relationship, a lot of people will assume the seller vetted the buyer. They'll figure, “My former lawyer was pretty good at creating my estate plan, and I don't know anybody I could call at this point without starting from scratch. So, yeah, I'll work with them.” I'm sure you're much like me. A lot of the people we've been working with, especially our doctors, they've all retired and we had to try someone new. Sometimes they sell the practice, and most people, especially with a dentist, they're willing to try him once. The same thing with an accountant. It's the same thing with a lawyer for certain areas. They'll give him a shot. Others, there's just no way they will give him a shot. It's very, very dependent on the practice area. Sharon: That's interesting. I never thought of it that way. How do you turn it over if it's dependent on the practice area? How do you turn a criminal defense firm over to a senior person so the name of the firm carries on, let's say, as opposed to the person? Roy:       It's going to depend. There are some criminal defense firms that are very prominent with advertising and people have no expectation they're going to hire the person on TV. Personal injury is a good example. Those have value. In other words, the people calling up have no expectation they're going to work with the person on the billboard or on TV. You can preserve the legacy. There's a brand and there's value there. In that respect, it helps. Let's say you're a small business attorney. Let's say you have a dozen really good, consistent clients. You're like a general counsel for half a dozen or a dozen smaller companies. There, it's certainly possible to transition the relationship, but that's going to take time and effort. You've got to make sure there's company chemistry. That's a deeper relationship. So, I tell people if you have 10 clients like that, it's unrealistic to think all 10 are going to work with the successor. It's also unrealistic to assume that no one's going to work with the successor. It's going to be somewhere in between. It's going to be very dependent on how they hit it off, but certainly you get an advantage as a buyer to get that introduction. There's no guarantee it's going to work, but you've got to believe some of them will work. That's why it's very difficult to predict how successful a transition is going to be. Again, it's very dependent on the practice area. Going back to estate planning, without that deep relationship, the odds improve significantly that when they call the former clients, they will work with the successor, as opposed to a small business attorney. Sharon: It seems like you need a longer timeline. What timeline do you recommend to think about this? Roy:       I tell people that if all the stars are aligned, which they rarely are, nine to 12 months. If they're not, 18 to 24. That's just to make sure. It takes time to do a deal. The buyers want to do some due diligence. From the buyer's perspective, it's usually not the top thing on their radar to get done. They have client demands. It takes time, and sometimes when you get close to doing the deal, it falls apart. I've seen that happen. So, it gives you time for a do-over. Oftentimes you don't know how long these things are going to take. The age range for me is 60 to 80. I'd say at this point, I think 70 is the new 65, but I have many lawyers calling me in the mid- to upper-70s which in my view is probably—that gives you no time for do-overs at all. I can't make this stuff up. I've had people sign five-year leases when they're 77. I won't tell them to their faces, but I'm thinking, “What were they thinking doing that?” A lot of people are, quite frankly, in denial. They think that just because they feel good at 75, they're going to feel the same way at 80, and chances are you're not. I've become somewhat of a pop psychologist for aging lawyers, talking them through the plans. Some intentionally delay. They put me off. They don't return the phone call. Even when they pay me the money up front and I want to get moving, they'll still delay. Sharon: If I come to you with my firm and say, “I have an estate planning firm or whatever kind of firm; it's a mixed bag of practice areas,” do you shop it around? What do you do? Roy:       Good question. For some, yes. I think that's one of the things that quite pleasantly surprised me. Being a consultant here in Minnesota, I figured helping seniors with an exit strategy would just be a nice way to enhance my consulting business. I know a lot of lawyers in Minnesota; I'm very familiar with the marketplace; all good. Needless to say, I update my website. I'm getting calls from all over the country. Over time, I realized I can help these people, and what I realized once I got into this was usually the best buyers are going to be internal people or friendly competitors. It's not like selling a house, where you just put it on some law firm listing site and you know people are going to look. Even if people did look, it's so dependent on the practice area. You can't sell a family law practice to a criminal law attorney. They don't know what the hell they're doing. Oftentimes, my clients are going to know the best buyers. So, I work with them trying to assess who of your friendly competitors do you think has the wherewithal. I see things they don't see and vice versa. It works. There are some clients where there are no obvious friendly competitors. Then, yes, I do help them find those parties, but I'm going to level with you; it's not often the case. Oftentimes, the only way to reach these people is directly contacting them, and most don't realize that's something to even consider. It's not as easy to find buyers as one may think out there. The marketplace is maturing, but I can do it nationwide because typically the sellers themselves, if forced to think about it, can find people who may be interested. Sharon: Let's say I'm in Oregon or on the West Coast and I want a certain practice we don't have in our firm. We had an estate planning practice a million years ago and it didn't bring in any money, but we want to try it again. Do we come to you and say, “Find us an estate planning practice”? Roy:       Yeah, but I'm going to tell you the same thing. You can probably do it yourself for a lot less money. I tell younger lawyers all the time when I'm doing business development coaching, one way to build your practice is to try and find some older lawyers in your area and ask them about their retirement plan. Sometimes they get them for nothing because the older lawyer has no idea there's value there and they could actually sell them. There is no simple way for a younger lawyer or a law firm to do this. You could hire a headhunter-type. I'm really not a headhunter in any way, shape or form, but when some of the bigger firms try to build a practice area, they will poach successful people from other law firms and ask if they're interested in moving. Those aren't necessarily a sales situation. Most of the law firms who do that want the business right now and need to beef up. Sharon: Would you say business development is an important part of this? I'm thinking of an example where we were called in because the managing partner was a rainmaker. He wanted to retire in the next few years, and he wanted help in making the other people rainmakers or business developers. Roy:       That's a problem with a lot of smaller firms where you have one rainmaker, one leader—even some firms with as many as 20, 30, 40 lawyers, you have one or two rainmakers, and the others haven't done that for a variety of different reasons. As I'm sure you know, for most lawyers, rainmaking doesn't come naturally. A lot of lawyers just want to sit at their desks; they have no desire to get out there. A lot of those firms, quite frankly, are going to fold up, and the younger lawyers who have been in denial thinking the gravy train was going to continue, it won't. Sharon: It's one of the things people look at when they're assessing a firm. They look at the books, but I presume they also look at how many rainmakers there are, how many people are bringing in business. Roy:       Yeah, for sure, but it really depends. One of the things I tell younger lawyers considering buying a firm and deciding whether it's worth it is just look at it as another way of marketing. You can spend money on Google AdWords; you can spend money hiring consultants. There are a lot of different things you can do. One thing to do, though—and it's going to cost money and time, but one way to least jumpstart the practice is to buy a practice. Sharon: Would you say that one of the obstacles or one of the things that makes a law firm more difficult to sell or buy is that there's no central place? I haven't looked, but I've seen listings of CPA firms. Roy:       Right, that's one of the many reasons. I actually thought for a time that was something I could make money off of, but then I realized there are a handful of smaller websites that market other businesses and they'll have a legal section. But I've had clients advertise it. Typically, the people who respond are young lawyers who have no money; they're still in debt and they don't necessarily have the expertise. I'll go back to what I said very early in this program: it's just not a sophisticated marketplace. That's why it's hard even if you're looking to buy. Occasionally I have listings on my website, but I have no illusions that people are going there all the time, like “Let's see what law firms Roy is listing this week.” Even if they're interested, it's got to be the right location; it's got to be the right practice. There are so many ifs, it's not that you can just say, “Oh, that's something I can buy.” I will also say, as you're probably aware, that some states are experimenting with nonlawyers owning firms, specifically Utah and Arizona. Once all states get on board—and I think they will, but it's going to be 10, 15 years—then you'll see a very sophisticated marketplace. For example, Raymond James and Merrill Lynch and Fidelity, they're going to buy up estate planning firms left and right. The estate planning lawyers won't know what hit them. Certain practice areas are going to be very, very vulnerable to nonlawyers coming in. Bankruptcy is another example, a lot of paper-intensive types of things. Then you'll see someone, at that point, making a lot of money by having listings because you'll have buyers out there actually looking. But now you have to be a lawyer, and typically if you have that kind of DNA, you never became a businessperson to begin with, so you're not looking to buy firms. Sharon: Take us through the steps if I come to you and say, “It's time for me to retire, but I have no idea what to do. What do I do?” Roy:       I get asked that a lot, especially from younger lawyers. At least a few times a month, someone calls me up and they're about 55 or 60. They've still got five, 10 years of practicing, which is realistic. They say, “Roy, I don't want to screw things up. What do I need to do to prepare my law firm for sale?” I don't know if you remember Obama. President Obama had a theory of diplomacy. His theory of diplomacy was don't do stupid shit, as I'm sure you know. I'll keep this PG rated. And that's what I tell my clients. Don't do something stupid. What's something stupid? Signing a five-year lease at 77. Until the marketplace becomes more mature, the time to make money is while you practice law, period. It's not a good idea to build the practice for getting it ready for sale. Also, again, I pride myself on knowing the DNA. Everybody who calls me knows they should have a better process for this. They should invest more in this, but they've known that for the last 30 years. What makes them think that now, after 30 years, they're going to do it and get it ready for sale? They're not. They're just going to go from crisis to crisis. So, I tell them, “Do whatever you're doing to make as much money as you can now. The chances of doing that somehow detracting from the value is slim to none.” Given the immature place in the market, there's nothing really to do other than to make sure you don't mess things up that you're presently doing. Sharon: I feel like I'm opening a Pandora's box. If I say I want to earn all I can while I'm practicing law, would I do anything different? Roy:       No, in fact, you wouldn't. You'd try to get the work out efficiently. You'd double down on doing business development. You'd try to leverage some people. Just do the basics. But as you know from your experience working with law firms, getting the basics down sometimes can be very problematic for law firms. Going back to the million-dollar criminal defense lawyer who built personal goodwill, I tell people like that they've got good news and bad news. The good news is you made a lot of money in your career. The bad news is you've got nothing to sell. But again, even if you're an estate planning lawyer, it's the same: keep track of your clients and make sure a buyer would be able to contact all the people. Have a good process in place. A lot of lawyers come to me and say, “Roy, I figured out the best way to create this or create that. I've got the best process, so that in and of itself is going to provide value to my law firm,” and I tell them, “Yes, I know you have a great practice, but you know what? So does everybody else.” They think they have a great practice. It's going to be tough to convince somebody that the way you do things is better than the way they do things. Sharon: It sounds like what we hear over and over, that the hidden gem— Roy:       No, there is no hidden gem. The hidden gem is usually the personality of the seller who has that unique rainmaking ability. As for getting the work out, occasionally you'll have people that actually have figured out a way to provide the service better, but again, most lawyers won't pay anything extra for it. What I tell people is if you have that sort of process, it may enhance the likelihood that it'll sell faster and you'll have more interest in the firm, but to quantity it is virtually impossible. Sharon: So, what am I going to do? I have savings and I say, “O.K., I've been a big-deal criminal defense lawyer. I have millions of dollars in savings.” Roy:       Well, one thing you can do is if you have internal people, you can start transitioning some responsibilities to them so it's not going to be such a hiccup if and when they take over and you do a deal with them. There's really nothing special or unique besides figuring out the timing, of course. I get people calling me now and they say, “Roy, I want to get it done by the end of the second quarter,” and I'll say, “It's not going to happen. I can still help you, but it's not going to get done by then.” It takes time, so give yourself enough time. One of the things I definitely need to mention is if you die prematurely, or even if you live a long life but there's some sort of disability, you're going to leave a mess. I have worked with the grieving widower or widow. It's not pretty. It's not pretty at all when they die. Even if they die at more of a normal age, let's say 70s or 80s, but the lawyer was in denial, and especially if it's a solo practice with a minimal staff, this poor spouse—because that's ultimately who's got to figure things out—they don't know what to do. No one plans for that stuff. All lawyers here, they need to have a contingency plan in place if they get hit by the proverbial bus. Needless to say, it's a hell of a lot more important to have it when you're 65 or 70 than when you're 35 or 45. You need it nevertheless, but of course the chances of it happening increase. It's so important to have something in place. I can't predict the future; it's above my paygrade as far as when those things are going to happen, but you need to have something in place if you do get hit by the proverbial bus. As we get older that's more likely to occur. Of course, few lawyers want to acknowledge that and do something about it.  It's going to be more and more of a crisis, I think, in a lot of states as the boomers retire, because we're just seeing the start of the boomers. I'm 65 myself and I'm right in the middle of that. You have some of the senior ones dealing with it, but again, people aren't retiring at 65 as much, especially as solo and small firm lawyers where they're not booted out as easily in bigger firms. They tend to be booted out earlier than solo and small firm owners because they decide what to do. They don't have any firm issues there. Sharon: Do you work with firms that aren't consumer? You've mentioned estate planning. Roy:       I work with all types of firms. Occasionally I work with bigger firms where there's one or two particular rainmakers. Again, they're in denial about what to do. The other lawyers don't want to step up to the plate. Those are the firms I was mentioning earlier that are going to be falling apart. Everyone's going to scatter once that rainmaker and/or leader retires, and they do the best they can to transition. In the bigger firms, it's hard to transition clients because they don't invest in the leadership to give it to the younger lawyers. They still want to make as much money as possible. There's only so much money to go around in the bigger firms when they compensate the partners they don't want to let go. Sometimes they have only themselves to blame when that occurs. Sharon: Not letting go, that's probably a big problem you run into a lot. Whoever has the relationship doesn't want to let it go. Roy:       Exactly, they don't want to let it go. Less money, less prestige. Even if you're one of the younger lawyers who sees the accident occurring, it could be political suicide to raise it in a small firm. It's fraught with a lot of issues. When it comes to the selling piece, most of my clients are solo and small firm owners with maybe half a dozen or a dozen lawyers, but on occasion, I'll get called in to do more big picture succession planning for firms. That's just transitioning clients, which, again, goes down to compensation and figuring out a way to keep the institutional clients in the firms. In some practice areas it's easier to do, others not so easy, and a lot depends on the clients. There are so many different variables. Sharon: You've given us a lot to think about when it comes to estate planning and succession planning. I think it's just recently I've heard a lot about it, but thank you very much for it. I greatly appreciate it. Roy:       My pleasure. Thank you.

Financial Advisor and podcast host Larry Sprung of Mitlin Financial joins Steven on the show to talk about what tax planning looks like in his practice. Larry shares how he gets his team involved, the things he is on the look out for to identify tax planning opportunities and why he feels taxes are so important. Steven and Larry also discuss how to use tax planning to help build relationships with CPAs and deliver value to clients. http://bit.ly/3SqNDNl

With each new year comes new opportunities and responsibilities—there are new things to figure out. And while most dentists love the idea of launching off the new year by trying new tax strategies, even more of us like waiting until the last minute to do just that.  HMP Consultants is a business that performs the whole nine yards: bookkeeping/keeping payroll, advisory services, income tax prep, tax estimates, tax planning, and more. This is a big deal: many CPAs only take care of one part of the package. The fact that Harsh operates within the niche of dentistry means he keeps things even cleaner than other CPAs who advertise the same services. It's time to take a step back and launch off on the right foot. That's why Harsh Patel, the owner of HMP Consultants, was so happy to step in for this week's episode and provide some advice. Their goal is to help practices maximize their growth by implementing tax-saving strategies and ensuring all compliance needs are done well on time. Every dentist is in a different phase of their career and, if they have the right CPAs on their team, then they'll always be leveling up. HMP Consultants is equipped to handle all your accounting needs, no matter how complex. Whether you require assistance at the corporate or personal level. HMP is ready to serve as your tax planners and accounting advisors. It makes sense: Harsh has a lot of family in the medical field. Harsh has been working with dentists for some time. His dental clients often come to him with situations he wishes he saw sooner, to say the least. So, what should we be thinking about this New Year? Common denominators: Business structure: This is a common problem with new dentists who've just acquired a practice. They need advising and consulting guidance. Their whole structure is wrong.  How so? There are so many business structures to choose from, and that's half of the battle. The right structure might come in the form of a local proprietorship, partnership, LLC, corporation, S-corp, DSOs—the list goes on. While S-corp is one that Harsh particularly advises, every situation is different.  The objective: cut costs. Don't overpay on taxes by knowing your books.  Scaling… We're constantly leveling up as practice owners… It's always good to get a fresh set of eyes—there's no harm in that. Startup with a consultation from HMP Consultants and, if there's anything that needs to be reconstructed, they'll handle that. Simply undergo their Benchmark Analysis, see how other practices are performing through various software, and decide what pivots you want to make. Ways to improve cash flow: Go to someone who knows what they're doing. Keep track of each month's balances. Dabble in projections—but don't take them too seriously. Learn about: How can you reduce the tax burden, according to Harsh? How can you stay on top of your finances better? How do you handle “familial factors,” “taking the throne,” etc…? Kids? Marriage? Elderly parents? How do you keep your eyes set on the business when life is changing around you, responsibilities are growing, etc.? Hint: It has something to do with tax planning, and it's not a one-time thing—it's year-round. How close do you want your CPA to be to your family? This is common sense: You don't want to get thrown under the bus, especially with all of the new laws and regulations.  What got Harsh interested in working with people like us? How do HMP Consultants offer the education component? What are some finance things that a dentist should be thinking about in 2023? What tips does Harsh have for you? And more! If you want to get in touch with Harsh, he's offering a free tax and accounting analysis session to practice owners where his company will immediately address issues and offer various levels of consulting. NIFTY DEAL: Offering a free tax and accounting analysis session to practice owners.

Tax season is upon us, and we thought this would be a good time to discuss the most common and costly tax mistakes that real estate investors make. Here with me today to strategize our taxes is Amanda Han and Matt MacFarland, two CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. We'll also be discussing tax strategies to supercharge your wealth-building, what it means to be classified as a “Real Estate Professional” for tax purposes, and how to use a short-term rental loophole to reduce your taxes. Amanda and Matt are the authors of “The Book on Tax Strategies for the Savvy Real Estate Investor” and “The Book on Advanced Tax Strategies”—both released by BiggerPockets Publishing. Find out more: Website: https://www.keystonecpa.com/ Instagram: https://www.instagram.com/amanda_han_cpa/ Instagram: https://www.instagram.com/keystone.cpa/ Facebook: https://www.facebook.com/keystonecpainc/ Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

In this episode, we'll be discussing how to scale your real estate business by working with real estate investors.As a real estate agent, it is critical to have a steady stream of clients and deals to keep your business thriving. And by partnering with real estate investors, you can tap into a whole new source of opportunities and take your business to the next level.We'll be discussing the benefits of working with investors, the strategies for finding the right partnerships, and the key considerations for making these collaborations successful.Meet Jennifer Beadles, CEO of Agents Invest. She is a real estate agent coach, and an expert in out-of-state buy-and-hold investing. Her passion today is twofold - helping investors build and scale their own rental portfolios, and coaching real estate agents on how to build their own portfolios while focusing on the unique benefits to working with real estate investor clients.Jennifer has over 15 years of real estate expertise, working with a variety of investment strategies, including BRRR, value-add multifamily, build-to-rent, assisted living, private financing, foreclosures, auctions, new construction, land development, and out-of-state investing.During her career, Jennifer has sold more than $120M+ in real estate while buying rentals and building up her own passive income streams - over 250 properties in seven different states!Things we discussed in this episode:- Teaching new and experienced investors how to find, analyze and fund deals- How to connect investors with off-market deals across the country- Helping brokerages, agents, and teams find (and keep) more investor clients- How to connect with an investor client base- Who are the types of investor clients that agents should focus on?- Tax strategies and benefits of working with real estate investor clients- Why high net worth investor clients might be less concerned with cash flow- Acting as a concierge to the professional advice that real estate investors will need (cost segregation, CPAs, property managers, contractors, etc.) Where you can find Jennifer:Agent Invest website - https://agentsinvest.com/Facebook - https://www.facebook.com/AgentsInvestAddicted to ROI website - https://addictedtoroi.com/Facebook - https://www.facebook.com/addictedtoroi/Addicted to ROI Facebook Group - https://www.facebook.com/groups/addictedtoroiInstagram - https://www.instagram.com/agentsinvest/LinkedIn - https://www.linkedin.com/in/jennifer-beadles/Join Jason Muth and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast!#realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #agentinvestor #realestatecoach #buyandhold #offmarketdeals #workingwithinvestorsSupport the showFollow us!NextHome Titletown Real Estate on InstagramNextHome Titletown Real Estate on FacebookNextHome Titletown Real Estate on LinkedInAttorney Rory Gill on LinkedIn

In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice. 

Shauna Wekerlien is known as the Tax Goddess for one big reason: she runs a company that last year alone saved business owners over $750 million in taxes. She is not your run of the mill CPA. She is a tax specialist and very few like her exist. Her entire job is reducing the taxable income for business owners. Working with a tax specialist like Shauna is a great way for real estate agents to identify how to keep more of the commission checks they've earned. She advises people to report all of their income and then use the legal tax structures that are available to keep as much of it as possible. What she has found is that very few business owners do this and they end up sending more money than they should to the IRS.  Join Shauna Wekherlien and Host Dan Lesniak as they discuss… ∙ Why real estate agents need to use tax specialists, not just CPAs. ∙ The importance of looking at your income and expenses as early in the year as possible. ∙ Why self-education about money and finances is so important.  ∙ Why you should report all of your income and then use the legal structures that are in place to help you keep as much of it as possible.  QUOTES TO SHARE

Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk: How did you get your PFP practice off the ground and evolve it to where it is now? Since you don't manage investments or give investment advice, how do you connect the dots to provide holistic advice? What billing method has worked well with your practice model? How did you identify your partner to bring in as your successor? What's your best of advice for someone starting a PFP practice or a tax professional adding PFP services to their offering? Note that this podcast was recorded in August 2022. Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. Listen to other episodes in this series. Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5 through 8, 2023. Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3 and 4, 2023. Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3 and 4, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Jerry Hammel and Jason Rauhe join the podcast this week to discuss the top 3 things that CPAs should be aware of to keep themselves out of the controversy/non-compliance trap when it comes to international tax.

Today's guest on the Expat Money Show is James Baker, a Certified Public Accountant and international tax expert. He helps expats and foreign nationals grow their businesses and protect their wealth with custom tax planning strategies tailored for US expats and foreign nationals alike.  TODAY'S CONVERSATION WITH JAMES, Listen in to hear James talk about helping non-residents use US companies and bank accounts to save money on taxes. We dig into the US as an offshore jurisdiction and how the systems function. We talk about strong asset protection and wealth protection laws in the USA and that most CPAs don't understand that the US is the largest tax haven in the world.  One of the biggest concerns Jim's clients have is about information sharing. It's a big concern, and listen to why that is. If you are a tax resident of any country outside the US, doing a service business, an e-commerce business, or some kind of coaching business, Jim shares a ton of information for you.  Understanding the tax laws of the country you live in or pay taxes to is highly important. It's one of the many aspects of my business that I help people with daily. Jim lets us in on his favourite states for setting up structures and what you should look for. The bottom line is Jim can help you and your business make more money and pay less in taxes.  RELATED EPISODES 181: Living Overseas With Your Family And How To Make Your Expat Experience A Raving Success 190: How To Build A Self-Sustaining Libertarian Community In Latin America – Patrick Hiebert 214: Stacking Laws Like LEGO Blocks To Secure Your Freedom – Patri Friedman HOW TO REACH JAMES BAKER www.expatmoneyshow.com/cpa to book a call with Jim. CONCLUSION Jim and I have been working together for several years now, and I trust him with my clients. We had a lot of people asking for a podcast about the US as a tax haven. Well, here is an amazing conversation with Jim Baker. Enjoy!

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thing.  But for many CPAs and accountants, stress is a common experience. But it doesn't necessarily have to be that way.  Here to talk with me about how to go from being stressed to not being stressed in tax season is my guest, Dawn Goldberg. Dawn Goldberg has been a CPA in public accounting for over 30 years, as well as a mom for over 27 years. She has worked for large firms like Deloitte & Touche and Ernst & Young as well as smaller firms. Dawn is also the author of “The Smarter Accountant – How To Eliminate Stress and Overwhelm, Create More Time, Gain A Competitive Advantage, And More!”   Highlights: —  “Tax season is stressful, is actually an optional thought.” —  “Accountants have this badge of honor. If we're not overworking or not stressed, then we must not be very good at what we do.” —  “In coaching jargon, the intentional model is about thinking thoughts on purpose that are going to create the feeling that you want to generate, that will lead to the actions that you want to be taking, that will create eventually the result that you actually want to have.” —  “Ask yourself this: Do you like what that thought will create if you keep it?” —  “Using the fuel of focus gets me much better results than the fuel of stress.” Connect with Dawn: Website: https://thesmarteraccountant.com/ Podcast: https://cpamoms.com/podcasts/   Episode mentions: 193 Create the Exact Business You Want: Introducing The Model https://www.businessstrategyforcpas.com/193 218 Mindset Coaching for More Powerful Results, with Emma Richter https://www.businessstrategyforcpas.com/218   Dawn's book: The Smarter Accountant: How To Eliminate Stress and Overwhelm, Create More Time, Gain a Competitive Advantage, and More! https://www.amazon.com/Smarter-Accountant-Eliminate-Overwhelm-Competitive/dp/B0B7QFYW8N

The deadline to file your 2022 Tax return is April 18, 2023.  But just because the filing deadline is delayed a few days, doesn't mean you should wait. The CEO of Utah Association of CPAs, Susan Speirs, and Chett Campbell, senior manager at Eide Bailly say the sooner you file the less likely you are to have someone you don't know file 'on your behalf' and steal your refund.   You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here.See omnystudio.com/listener for privacy information.

Have you ever wondered whether your retirement nest egg is mired in Tax Drag? If not, it'll definitely be on your radar after this episode of The Retirement Equals Freedom Podcast.Host Josh Bretl, founder of FSR Wealth Strategies, is breaking down the intent behind portfolio rebalancing and the difference between sheltered and unsheltered investment vehicles.We don't have to live in fear of capital gains or let tax liability on non-qualified investments scare us out of cashing in and enjoying the fruits of the assets we've accrued! All we need to do is get our heads out of the sand and create a solid strategy, which is where the professionals come in!Cohost Dave Schmidt's portfolio may be heavily tilted towards socks and “Naughty Dip “ingredients, but he still needs to know about mutual funds and why they can upend tax planning.Tune in and it will all become clear – both how different types of investments have variable tax impacts and why it matters. And even if you don't wind up following Dave's recipe, you'll definitely come away with a better understanding of all the ingredients that go into proactive, tax-savvy investment management. And very likely an undeniable craving for Girl Scout cookies!Wondering what kept Dave awake through Josh's rambling? It was a big cup of iced Cometeer's "Counter Culture" roaster. Get $25 off your first order by using this link!Don't miss out! You can stay in the loop on all things R = F by signing up for the show's weekly email at this link!Click here to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast. Or join the conversation over at our private Facebook group, which you can find here.Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team's CPAs. When it comes to living your best life, it's never too early to get started!

Running the Bases today with Gil Bar-Lev from HomeRoots. Gil Bar-Lev is a serial entrepreneur specializing in e-commerce, technology, and software engineering. He had the opportunity to work for Toys R Us and Amazon, and was awarded the most innovative web store award from Amazon in 2013. Growing up in a family of CPAs, he was always interested in coding and software development, which led him to start the Home Roots platform, a digital B2B wholesale solution. Gil advises entrepreneurs in the DTC and B2B space to have a killer product and invest in marketing to stand out in the competitive market.Key LessonsGil Bar-Lev is an experienced serial entrepreneur in e-commerce, technology, and software engineering.He was awarded the most innovative web store award from Amazon in 2013.He advises entrepreneurs in the DTC and B2B space to have a killer product and invest in marketing to stand out in the competitive market.After attending a trade show in North Carolina, Gil went from a career in e-commerce to creating the HomeRoots platform, a digital B2B wholesale solution. HomeRoots is a platform for small and medium-sized businesses selling furniture and home decor items to enter the American market.It works with factories worldwide to get its products into the US, and then lists them on its platform. These products can then be sold to retailers and end consumers. HomeRoots is a B2B platform that makes it easier for companies to purchase wholesale goods.They have three fulfillment centers in New Jersey, Ohio and LA, and are raising $12 million in new funding.Gil's thoughts for entrepreneurs Passion, Listen, Pivot, Don't be defensive - Better to raise prices than compromise value or product integrityLeverage Relationships - Don't do everything yourselfGet Feedback - Find out what they like and dislike about your productTo learn more about Gil and HomeRoots visit: https://www.homeroots.co/Get Local SEO and Digital Marketing information from 38 Digital MarketListen and subscribe to our show on iTunes, Spotify, Amazon Music, Google Podcast, iHeart Radio, Pandora or TuneIn.Follow 38 Digital Market on our Social Accounts:FacebookLinkedInTwitterYoutubeFollow our guest today at:FacebookLinkedIn

"With the right strategy, you can take your tax rate down to zero and achieve your goals - be it lifestyle or financial - all while staying legal and above board." - Shauna Wekherlien Paul speaks with Shauna Wekherlien is a CPA and Certified Tax Strategist who has been in the business of helping entrepreneurs and business owners reduce their taxes for over 18 years. She is the founder of Tax Goddess, a tax strategy firm that specializes in finding the most effective legal tax strategies for her clients. You will Learn  1. Discovering the difference between CPAs and Tax Strategists 2. Exploring the Aggression Scale for Tax Strategies 3. Learning the Impact of Tax Strategies on Business Owners   Thank you for listening  Connect with Shauna here:Website: https://taxgoddess.com/ LinkedIn: https://www.linkedin.com/in/taxgoddess/ Youtube:  https://www.youtube.com/@TaxGoddess Connect with Paul https://innovativewealth.com/ https://businesslegacypodcast.com/  

Family office clients have complex planning issues. It's helpful to collaborate with a team of advisors and not feel like you must have all the answers. It is often valuable to begin the engagement by having conversations about what matters most to the family and for their legacy. In this episode of the PFP Section podcast, JG Gassman, CPA/PFS, and Rick Peck have a conversation with family office expert, Steven Bowles, to discuss how best to support these families in their philanthropic desires. They discuss: ·      How to make sure there aren't gaps in the planning strategies being considered ·      Approaches to get clear on how the family views the world and what legacy means to them ·      Questions to ask to align the family goals with the best philanthropic strategies Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. ·      Find relevant charitable planning resources in the Charitable Giving Toolkit.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Season 4 Episode 18 | Recorded January 9, 2023 Thank you to our AH Boosters! Tallyfor - Book to tax in minutes, not hours - check em out at tallyfor.com Greetings Accounting High! The Sons of CPAs are back! Scott Scarano and Jason Ackerman are here to share their Firm's hard numbers and go deep, as they discuss their accomplishments and concerns about sustainability and the future of their firms. We also touch on professional passions and purpose, and Scott's interest in turning this rap thing into a legit business and they reveal the show's Hard Numbers and growth. Of course, this ain't complete without a little therapy, so be sure to stick around until the end as Ackerman shares his OnlyFans story. As always, sit back, relax, and open your mind, because this is Firm Hard Numbers with the Sons of CPAs at Accounting High. Ackerman's firm is zagging Getting Ackerman's dad and Ron on the podcast Growth of the podcast AH faculty Compliments from Ackerman The listeners Time spent last year Getting out of the firm The future of the firm What Scott does at the firm Scott's concerns with the firm Addressing the concern Last year's numbers Staffing What clients does the firm take? I'm bored - making a rapping business Living the dream - how to run Scott's firm Accomplished goals Is it sustainable? Scott's savings Podcast numbers Passion Pivoting to more hard numbers Ackerman's last year Ackerman's hard numbers Old clients and raising prices If you have to ask, you can't afford it Ron Baker's subscription model More of Ackerman's numbers Ackerman's story about OnlyFans All the Shoutouts: Ron Baker, The Back Room Outsourced Professionals, Netflix, OnlyFans --- Send in a voice message: https://anchor.fm/accountinghigh/message

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe   Would you love to get paid in full up front for tax returns? There's a long history of paying for your tax return when you pick it up at your CPAs office, or when they send the invoice, which might be weeks or months after you did the work.  Despite knowing the benefits of getting paid in full up front:  - You can have a clearer sense of how much of your capacity is now paid and on the books, and how much more you need to sell  - You have clients who have agreed to your price, so you don't have send invoices and duck for cover - You don't have a pile of A/R, dangling out there in space, that you need to burn time tracking down - You're no longer held hostage by client you want to fire, but you don't want to fire them until they pay you, for the last 3 years  - You have access to and use of the cash, and cash is queen You still get hung up on 3 common objections, which are: 1. I haven't done it this way before, I don't know how to do it  2. Clients aren't used to paying this way 3. I'm worried about underpricing, I don't know how long returns take, I can't price if I don't know how long it's going to take, what if they show up with some surprise, what if I get killed on scope creep.  Each of these objections may have some validity. But each objection can be overcome – and I walk you through how, in this episode.

Season 4 Episode 17 | Recorded December 30, 2022 Thank you to our Booster Partners! AppStream powered by the GrowthLab Automate your firm. Save time. Add value. https://www.growthlabfinancial.com/automations-for-accountants Greetings Accounting High! Scotty's in the principal's office, and while he was in there he had an epic 3-hour conversation with Mr. Ron Baker. This conversation was broken up into two episodes for your listening enjoyment. During our first session, after putting on his Tweed jacket and formally accepting the role of Principal at Accounting High, Scott and Ron discuss the evolution of accounting, fitness goals, accounting communities, infinite games, storytelling, comedy, and the future of the profession. And a delightful performance from our rapping custodian to break up the conversation, we go deeper into the mind of Principal Baker. And as always, sit back, relax, and open your mind, because we're in the principal's office with Ron Baker. Making changes in the industry After action reviews What is the future of Accounting? Professionals shouldn't be too busy Amazon and Apple Subscription Model and Customer relationships Scope of service Focus and Niche Finite and infinite games versus Ron Disney stories Rebranding Sons of CPAs and finding faculty for Accounting High Value Billing Pancakes of waffles? Pizza or calzone? Accounting communities Blake's stories Competition, niche, and generations Leaders and dreams Standing on the shoulder of giants Defending Ron's ideas Change is coming A big change in Scott's firm Big leap Time and rapping flow Ron's dream for a film Podcast and comedy Applications Audience and delivery Writing Greg Kyte's story and parodies Simple Tasks! All the Shoutouts: Ron Baker's Times Up, Amazon, Simon Sinek, Twyla Verhelst, CPA, Jason Ackerman, CPA, CFP®, CGMA, Edward Mendlowitz, Lorilyn Wilson, CPA, Barry Melancon, CPA, CGMA, Hulu, Netflix, Blake Oliver, CPA, James Ashford, Jason Staats, CPA, MBA, Jason M. Blumer, CPA, Paul Dunn, Richard Payne, Ryan Lazanis, CPA, Ed Kless, Tim Williams, Greg Kyte, CPA, --- Send in a voice message: https://anchor.fm/accountinghigh/message

On Episode 91 of The Unique CPA, Randy welcomes back friend of the podcast, Scott Scarano, who also co-hosted The Unique CPA's celebration at the Beer Temple in Chicago in the summer of 2022. Scott is the founder of Accounting High, and he also hosts the podcast of the same name, formerly known as the Sons of CPAs. Scott brings some exciting news: March Appness 2023, also known as ABC, the Accountant Bracket Challenge, where you can nominate your top five apps and platforms that contribute to all of our success in the profession. Nominate The Unique CPA at bracket.accountinghigh.com. Get show notes and more resources at TheUniqueCPA.com

You are not alone if you feel disorganized in your business and finances. It's common for interior designers to attempt to be CPAs for their business which usually results in added stress and anxiety and accomplishes nothing. If you're working remotely, having a structure in place to keep projects organized and on track and hiring people such as a CPA to manage your finances will do wonders for your business, your teammates, your clients, and yourself. Today we welcome Jarret Yoshida, owner and principal designer of Jarret Yoshida Interior Design based in New York. In this episode, Jarrett shares his journey from politics to interior design and the challenges he faced and overcame during the development of his interior design business. We also discuss facing the fear of finances and how the adoption of reliable systems has supported the growth of his team and the diversity of projects he pursues. Listen in to learn how implementing reliable systems can help keep you in your zone of genius. Show Highlights: What Jarret's path from politics to interior design looked like The characteristics Jarret looks for in a client he wants to work with Why you have to trust your instincts when deciding if you want to work with someone The importance of being transparent with clients before a problem occurs How Jarret's team expanded during Covid The internal structures Jarret developed to make remote work possible for his team How staying in your zone of genius is crucial for your success Subscribe and Review We'd appreciate you subscribing to this podcast and leaving an Apple Podcasts review. Reviews help others discover and learn what Design Biz Survival Guide is all about. It only takes a second and helps us out a lot! Supporting Resources: jarretyoshida.com Follow Jarret on Instagram Sponsor Links: pirch.com designmanager.com *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com.

Our guest this week to share 3 thoughts on this topic is Terry Brock, who is a speaker, event emcee, coach and technology trends expert, who delivers solid business strategies meant to build relationships and improve the bottom line. Terry is heavily invested in Bitcoin.   TOPIC:  How to Understand & Invest in Cryptocurrency   GUEST: Terry Brock   THOUGHT #1 After Years of Proven Principles, Crytocurrency is a Reality - It Is NOT Going Away   THOUGHT #2 Study Known Resources: websites, podcasts, conferences, invested experts   THOUGHT #3 Don't Get Discouraged - Cryptocurrency is for the Long-Term Investor    CONNECT: Website: TerryBrock.com YouTube/Podcast: Stark Raving Entrepreneurs Email: Terry@TerryBrock.com Facebook: MarketerTerryBrock Linkedin: MarketerTerryBrock Twitter: @TerryBrock   TERRY BROCK'S BIO: Terry Brock is a guy who has been working with technology for many years helping individuals and organizations like Marriott, The Federal Reserve Bank of St. Louis, CPAs, Coca-Cola and many others. He brings a business perspective to make sense of the gobbeldegoop associated with tech to transform it into solid business results. Terry has worked in the Crypto space since 2014 and has been Master of Ceremonies at several Crypto Conferences around the world. He's based in Florida where we have a very reasonable state income tax — ZERO! Terry's goal is to help others understand what the heck Cryptocurrencies are all about and what you need to know in today's world.   BRAND RESOURCES: Evergreen Podcast Network - EvergereenPodcasts.com Thoughts That Rock – ThoughtsThatRock.com Certified Rock Star - CertifiedRockStar.com Booky Call - https://www.bookycall.com Booky Call - Book Review App on Apple - Apps.Apple.com Booky Call - Book Review App on Google Play - Play.Google.Com  Service That Rocks: TCreate Unforgettable Experiences and Turn Customers into Fans (Jim Knight) - ServiceThatRocksBook.com Leadership That Rocks: Take Your Brand's Culture to Eleven and Amp Up Results (Jim Knight) - LeadershipThatRocksBook.com Culture That Rocks: How to Revolutionize Your Company's Culture (Jim Knight) – CultureThatRocks.com Black Sheep: Unleash the Extraordinary, Awe-Inspiring, Undiscovered You (Brant Menswar) - FindYourBlackSheep.com Rock ‘n Roll With It: Overcoming the Challenge of Change (Brant Menswar) – RocknRollWithIt.com Cannonball Kids' cancer – CannonballKidscancer.org Big Kettle Drum - BigKettleDrum.com Spectacle Photography (Show/Website Photos) – SpectaclePhoto.com Jeffrey Todd “JT” Keel (Show Music) - JT Keel

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast. He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips. STAY CONNECTED: LinkedIn: https://www.linkedin.com/in/paulgmcmanus/ Podcast: https://legacyinthemakingshow.com/paul-g-mcmanus/ Youtube: https://www.youtube.com/@PaulMcManus10 ________________________________________________________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don't forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE riseupforyou.com/coaching

Presentado por nuestros patroncitos y patroncitas PYME: ¡TODAVÍA ESTÁS A TIEMPO PARA SAN VALENTÍN! CHEQUEA EL LOVE & FRIENDSHIP COLLECTION. Los jabones Don Gato son hechos a mano, sin químicos dañinos ni detergentes. Elaborados con los mejores aceites naturales, esenciales y aromáticos, seguros para la piel. Pruébalos y siente la diferencia. Visítalos ahora en jaboneradongato.com  y al utilizar el código "ppp"  obtienes un 10% de descuento en tu compra. Síguelos en sus redes facebook, instagram y twitter como jaboneradongato para mantenerte informado. - Bright International Investments ofrece servicios relacionados a las finanzas. Específicamente creamos y manejamos carteras de portafolios de inversión a clientes particulares que deseen invertir su dinero en la Bolsa de Valores de Nueva York. Tú haces la inversión y nosotros nos encargamos del resto. Este 2023 sácale dinero a tu dinero y hazte cargo de tu futuro. ¡Bright International Investments es tu solución! ¡Por un futuro brillante! Para más información visita brightinternationalinvestments.com brightinternationalinvestments.com - Matrix Patent Agency se dedica a preparar y radicar aplicaciones de Patentes, el documento que protege sus derechos sobre Inventos  en EE. UU. (y extensiones para protección Global). Yo soy Luis Figarella, PE y Agente de Patentes Registrado en el USPTO (Reg. # 58,300). Soy de Bayamón, graduado del Colegio en Mayagüez, Maestría en Boston U., residente en Nashua, New Hampshire, pero visito a PR cada par de meses Un agente de patentes hace lo mismo que un abogado de patentes, lo que llamamos el “prosecution” (preparar, radicar y si, ‘negociar' con el Examinador del USPTO). Si ha pensado alguna vez proteger su ‘invento', me deja saber y vemos si se puede hacer algo o no. La primera orientación es libre de costo. Desde que empecé en el 2006, tengo sobre 145 patentes tramitadas y emitidas para mis clientes, 50 de ellas emitidas a clientes en PR. ¡De Wovenware (compañía netamente boricua basada en San Juan), a inventores individuales como Luciano y otros), bregando con esos inventos boricuas! Yo también creo en comprar/usar lo local, lo que le pido es que me contacte antes de usar a ‘ñemerson en NYC al 603.557.8420 (C) 603.821.7400 (O) luis@mxpatent.com - GV Tennis Club Clases a Domicilio o en nuestras facilidades en Cupey. Clases para ninos desde 5 anos... Si tienes cancha en tu urbanización, Gabriel le llega. Llama a Gabriel para más detalles Más de 10 años de experiencia - 787-585-6225 Instagram y Facebook GV Tennis Club Oferta Exclusivas Para Patroncitos - Una Clase Gratis Al Comprar Un Package de 5 Clases - En este episodio: Pipo y Paquito presentan reforma a la reforma contributiva, Baby Ferrer cita a JGo a testificar ante la Cámara, los populares siguen moviendo sus fichas para las elecciones internas, Contralora publica chiquimangue contra AGP y Ricky Rosselló; y el Tribunal Supremo se apresta a eliminar la colegiación compulsoria de los CPAs. Con Jonathan Lebrón (@SrLebron) y Luis S. Herrero (@lherrero). Sigue a PPP en Twitter, Facebook e Instagram. ¿Te gusta el podcast? ¡Déjanos 5 estrellas! Nuestro logo y camisetas fueron diseñadas por Gabriel René. Síguelo en @gabrielrodz | https://gabrielrene.com Nuestra música fue compuesta por CPR EFFE. Descarga su disco "Treinta y Ocho". ¡Riega la voz! Dile a tus amigos que se pongan al día escuchando PPP.Suscríbete a nuestro Patreon y recibe contenido exclusivo, artículos: https://patreon.com/puestospalproblemaSee omnystudio.com/listener for privacy information.