Podcasts about cpas

This is better than a great offer for service businesses.

How I get "film" on my business.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area’s top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it’s brought to you live weekly over the airwaves and through the Internet. You’ll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you’re doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we’re Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

How my 8 year old gets paid through my business - legally.

Jeff Levine joins us to break down one of the most surprising features of the new tax law: a brand-new type of deduction that could significantly change the way we think about AGI thresholds, phaseouts, and entity planning. In this episode, we unpack how the latest changes in the tax code are opening up advanced strategies for clients, and where financial planners need to stay sharp to avoid stealth cliffs and missed opportunities. Key Topics Covered: The new above-the-line deduction and who can benefit Planning around AGI phaseouts and stealth tax cliffs Leveraging non-grantor trusts for charitable and income planning Avoiding estate planning complacency amid exemption increases Rethinking entity structure in light of expanded QSBS rules Resources: Planning after tax changes Podcast: BBB Crossover Special A summary for tax planning 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 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.  

Join The Creative Finance Playbook Coaching Program & Learn Directly from Jenn & Joe:⁠https://creativefinanceplaybook.com/wait-list?utm_source=zoom&utm_campaign=wlistFrom W2 to 9 Properties Using Creative Finance!In this powerful clip from our 5HR LIVE, meet Carlos Cespedes—a husband, father, and one of Creative Finance Playbook's most dedicated students. Carlos shares exactly how he built his real estate portfolio while working a full-time W2 job, raising kids, and managing his time with precision.✅ Learn how Carlos went from zero deals to owning 9 rental properties using strategies like:Seller FinancingZero Down DealsFacebook Lead GenerationTime-Blocking for SuccessKPI Tracking & Daily HabitsCarlos didn't have a big budget, perfect credit, or extra time—he had discipline, mentorship, and the right framework.If you're a new or aspiring real estate investor looking to build wealth without using banks or large capital, this episode will inspire you to take action.

On this episode, Chris Wittich, MBT, CPA, Partner — Boyum Barenscheer, joins again to discuss the latest updates on the employee retention credit (ERC) from H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). Chris discusses how the legislation affects ERC claims and the implications for businesses with pending claims. He also delves into the extension of the statute of limitations for examination. What you'll learn from this episode:  What H.R. 1 changes about ERC claims processing  An update on ERC claims processing What the extension of the statute for examination from H.R. 1 means for ERC claims Reminder about the IRS FAQs about income tax returns and ERC claims AICPA resources Employee retention credit guidance and resources — A library for comprehensive guidance, essential tools and the latest news on the ERC. Planning after tax changes — The tax landscape has shifted. Now's the time for CPAs to turn insights into action with proactive financial planning. Access FAQs, guides, summaries and learning solutions in one central hub. IRS FAQs about the Employee Retention Credit — On March 20, the IRS provided updated FAQs on income tax and ERC.  Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

Today's show:It's a brand-new PACKED episode of TWiST. Jason and Alex welcome guest Zach Dive of Adam.new, to tell us why he made a deepfake AI ad starring Jason and the All-In besties.PLUS a rundown of the biggest tech and startup news of the day, including Disney's decision to sunset Hulu, OpenAI's new open-weight models, the Cloudflare vs. Perplexity feud, Uber's newly-announced stock buyback, China's Luckin Coffee coming to Manhattan, and much much more!Timestamps:(0:00) Luckin Coffee hits NYC… along with COMMUNISM?!(09:15) Is China taking on major American brands on PURPOSE?(10:16) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(11:29) Show Continues…(20:17) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(21:30) Show Continues…(26:02) RIP HULU: Why Disney is sunsetting the iconic app.(28:37) Nostracanis Returns: Jason's 2017 Disney vs. Netflix predictions came true(30:24) .TECH - Say it without saying it. Head to www.get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(31:28) Show Continues…(35:39) Zach Dive of Adam.new joins to tell us about making a viral deepfake ad starring JCal and the Besties(44:10) Zach shares thoughts on AI and copyright, and why it's a problem for the “big dogs,” not him… yet(48:12) Jason wants to wet his beak… but is there room in the Adam.new seed round?(53:07)OpenAI's new models are open-WEIGHT; how that's different from open-source.(58:36) Do Nvidia and Apple devices NEED kill switches and backdoors? Why it's such a tough question.(01:02:10) GPT-5 arrives TOMORROW?!(01:03:31) Cloudflare vs. Perplexity… let them fight?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:16) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(20:17) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(30:24) .TECH - Say it without saying it. Head to www.get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

I can tell if you're successful in less than 5 minutes.

Your 529 plan just got a serious upgrade—and if you're a parent, grandparent, homeschooler, or working professional, you'll want to hear this. Nic and Alex join forces again today to go through some new rules for 529 plans following the passage of the One Big Beautiful Bill. Starting as soon as July 2025, the list of what counts as a “qualified education expense” is expanding dramatically. That means more flexibility and better use of your tax-advantaged dollars! Highlighted Changes to 529s: Expanded coverage for K–12 expenses beyond just tuition A new $20,000 annual withdrawal limit starting in 2026 What this means for homeschoolers, dual enrollment, and standardized testing How professionals (yes, even CPAs and realtors) can now use 529 funds for career development   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Nic Daniels & Alex Lundgren

Topics include:  Key DC and technical updates   Current hiring trends and what they mean for your firm or business  Changes that firms can make now to improve next year's tax season    Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA  Steve Saah, Executive Director, Finance & Accounting - Permanent Placement, Robert Half  Brenda Cannon, Co-founder & Partner, Cannon & Associates, CPAs 

As a past President and 10-year Board Member of the American Society of Cost Segregation Professionals, Gian has helped shape the standards of the industry and is one of the few experts who has testified before the IRS on cost segregation matters. His work has been published over 20 times in top journals like AICPA's Tax Advisor and BNA Bloomberg, and he's been a featured speaker to thousands of CPAs and real estate investors across the country. Gian also created the first-ever online cost segregation platform, allowing real estate owners to access advanced tax strategies without needing a third-party specialist. Since 1999, his firm KBKG has helped clients save over $10 billion in taxes—unlocking capital so they can reinvest and scale.Gian also created the first-ever online cost segregation platform, allowing real estate owners to access advanced tax strategies without needing a third-party specialist. Since 1999, his firm KBKG has helped clients save over $10 billion in taxes—unlocking capital so they can reinvest and scale.CONTACT DETAILSCompany: KBKG  Website: https://www.kbkg.com/ and https://www.kbkg.com/residential-costsegregatorSocial Media Address  LinkedIN - https://www.linkedin.com/in/costsegregationservices/Facebook - https://www.facebook.com/KBKGTaxIncentives/Instagram - https://www.instagram.com/gianpazzia/ X - https://x.com/KBKG  Gift: For anyone interested in doing cost segregation, you can get a discount using this code for your listeners. - go to www.costsegregation.com and use the JUSTMINDING2025 that is in all caps. you will get a 10% discount for first time users.Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.

✈️ Retire Pilots the Right Way!

In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value.   What You'll Hear: [5:00] What is a fractional CFO? [10:00] The difference between CFOs, CPAs, and bookkeepers [20:00] How to get value from your CFO, even with messy books [30:00] The importance of goals and “money trauma” [40:00]Building a flexible, family-friendly business model   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Big Beautiful Bill auto-saves 20% on taxes!

Learn more about PEAK FREEDOM Does tax season have to feel chaotic?Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smoothed out the workload and (!!) “ran two weeks ahead all tax season.”…Link to full shownotes: https://www.businessstrategyforcpas.com/360…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

What does it really take to scale your business? Host Gary Heldt sits down with Cliff Goins IV, co-founder of Scaleup—a startup launched within Amazon to help diverse-owned businesses grow into large enterprises. With deep experience in fintech, asset management, and private equity, Cliff brings an unfiltered, strategy-first perspective to business growth.In this episode, Gary and Cliff unpack what holds businesses back from scaling—and it's not just about capital. From delegation and systems to social capital and financial metrics, this is a masterclass in how to level up with purpose.Key Takeaways:➤ The leap from small to scalable often starts with learning how to delegate and trust others—even when they do things differently than you would.➤ Many business owners get stuck doing tasks they can do, instead of focusing on what only they can do. Letting go is hard—but it's the unlock to growth.➤ Access to capital isn't the only barrier. Knowing what kind of capital you need—and when—is just as important.➤ Social capital can be more powerful than financial capital. The right introductions, advocates, and networks can change everything.➤ Business owners don't need to be CPAs to master their numbers. But they do need to understand their gross margin, cash flow, and forward-looking metrics.Favorite Quotes:“It's not exactly how you'd do it—but it's done. And you didn't have to do it.” “Scale is not just about size. It's about structure, strategy, and sustainability.”Resources:

Business owners often struggle to find the time to do the bookkeeping for their business.  This is a topic that I see come up often with many of the business owners I work with.  I understand how much this can cause issues in your business, especially when you know how important it is to have your bookkeeping up to date and review the data it shows about your business so that you know exactly how your business is doing.  Managing finances is often the last thing business owners want to do unless, of course, you are a bookkeeper or accountant yourself.  In today's podcast episode, I am diving into practical tips and strategies that will help you not only have you up to date with all your bookkeeping tasks but it will free up more time for your business as well.  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; bookkeeping is one of those things in your business that you need to take seriously so that you can not only have this accurate information to do your taxes, but you'll be able to utilize the information you see in your business to make smart business decisions… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program 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 see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro 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.

On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero's strategic $2.5 billion acquisition of Melio and what it signals for the future of accounting software ecosystems. Referenced during the show: Current events — KPMG Alum helps save 165 Texas flash flood victims Xero Acquires Melio for 2.5 billion dollars TV/Movie quote of the week — Heather mentioned Strange New Worlds Joe mentioned Foundation Excellent things we learned — Take the Guesswork out of Reasonable Compensation Ways we are using AI for work The Woodard Report article of the week — 10 Simple Productivity Tips for the Chronically Distracted Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. The CorpNet Partner Program, 10X your firm's revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at Woodard.com/podcast

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Welcome01:00 Meet the Hosts and Special Guest02:06 Sharrin Fuller's Journey in the Industry04:23 Housekeeping and QB Power Hour Overview05:10 Main Topics Overview06:18 Poll Question: QuickBooks Preferences06:59 Discussion on QuickBooks Online vs Desktop09:10 Introduction to AI Agents in QuickBooks11:12 Deep Dive into AI Agents20:35 Advanced Features and Insights31:06 AI Powered Bank Feed33:22 Introduction to Bank Feeds and Feedback Channels34:35 Understanding the Voice of the Customer35:16 Exploring the Canny Feedback Platform36:18 Accountants' Perspectives on Feedback Channels39:37 Intuit Tech Survey Insights41:05 AI and Automation in Accounting44:55 Strategic Advisory Services48:15 Tech Overload in Accounting Firms53:40 QBO Payroll Challenges56:31 Troubleshooting QuickBooks Payments59:39 Conclusion and Future Topics

The truth behind tax loopholes.

Brenda Cannon, Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the workflow. From setting clear boundaries and prioritizing ideal relationships, to encouraging clients to file extensions, Brenda breaks down how intentional change can create a healthier, more sustainable work environment. Tune in to learn how to normalize a better busy season.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

Navigating tax obligations at the local level was just as important as managing state and federal taxes, especially for businesses operating across multiple jurisdictions. We hosted an informative session where our CPAs, Shruti Shah and Heena Patel, along with Client Services Manager Arianna Gonzalez, MBA, broke down key local-level tax requirements that impacted business operations, compliance, and the bottom line.In this session, we covered:• Why local taxes mattered and how they impacted operations• The main types of local taxes: income-based, payroll, sales, gross receipts, and more• What created a tax "nexus" at the local level• Cities that levied taxes on business income or employee payroll• Key thresholds, exemptions, and rules for small businesses• How different industries faced different local tax treatments• Local sales tax variations and common compliance pitfalls• Lesser-known local taxes to watch out for• Real client case examples — both mistakes and smart tax-saving movesListen in to know more!

10 Accounting Terms Every Law Firm Owner Should Know

In today's episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Gian Pazzia, chairman and chief strategy officer of KBKG and a pioneer in the cost segregation field. With more than 25 years of experience, Gian has worked on everything from casinos to single-family rentals. He breaks down how real estate investors can legally and strategically use tax incentives, especially cost segregation and bonus depreciation, to significantly reduce taxable income and increase buying power. Gian explains how cost segregation allows real estate investors to accelerate depreciation, what types of assets qualify, and why even single-family rentals can benefit from the strategy. He also highlights the importance of working with credentialed cost segregation professionals, not just general CPAs, to avoid errors and IRS scrutiny. The conversation moves beyond cost segregation into estate planning, bonus depreciation, short-term rental strategies, and how real estate professional status can shift an investor's entire tax position. Gian shares how he and his wife use these strategies in their own 40-unit portfolio, where she handles active management to qualify for real estate professional tax benefits. From legacy wealth to smarter tax planning, Gian outlines the tax tools that real estate investors often overlook, whether due to skepticism, lack of awareness, or misinformation. His deep expertise makes this a must-listen for anyone serious about optimizing real estate returns through better tax strategy. In this episode, you will hear: Ways cost segregation accelerates depreciation to maximize early returns How paper losses can offset income while keeping cash flow intact Benefits tied to the return of 100% bonus depreciation in 2025 The strategic tax edge of owning and managing short-term rentals Property types that yield the strongest cost segregation outcomes The link between estate planning and the timing of depreciation What to consider when selecting a qualified cost seg partner How real estate professional status transforms tax exposure Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: KBKG website - www.kbkg.com KBKG on YouTube - www.youtube.com/@KBKGTaxIncentives KBKG's Facebook page - www.facebook.com/KBKGTaxIncentives Find Gian Pazzia on Instagram - www.instagram.com/gianpazzia Connect with Gian on LinkedIn - www.linkedin.com/in/costsegregationservices KBKG on X - x.com/KBKG Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties 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 Let them know we sent you.

Today, I want to talk about a feeling we all know too well.  It's not exactly a sexy topic, but we've all felt dread at some point in our lives.  You're probably not scrolling social media and seeing posts like “I can't wait to tackle that thing I've been dreading all week!” Right?  Instead, we tend to hide it. We push it down. We think we're the only ones feeling it. But the truth is, if you're working on something that matters to you, dread is almost always going to come along for the ride.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program 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 see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro 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.

In this episode, Rob Brown tackles the slow decline of influence among top accounting leaders.**This is episode three in a six-part series on the broken career ladder in accounting. We've covered the collapse of entry-level roles and the hollowing out of mid-level staff. Now, we confront what's happening at the top—where seasoned partners and firm leaders are watching their influence erode.Rob explores why senior professionals are losing visibility and voice in a fast-moving profession. From AI-driven transformation to younger staff expectations, from private equity shakeups to non-accountants running firms, the rules of leadership are changing. And the old safety net of tenure and equity is no longer enough.If you're a senior leader wondering why you feel out of the loop—or if you manage one—you need to hear this.**Key Takeaways:**➜ 75% of CPAs are retiring or near-retirement age➜ PE-backed firms demand speed, scale and accountability➜ Tenure and equity no longer protect underperformance➜ Clients want commercial insight, not old-school prestige➜ Younger staff want mentorship, not hierarchy➜ Relevance has to be earned, even at the top➜ Leaders must update, reframe and re-engage to stay visible**Killer Quotes:**"You're not retired. You're just being left out.""Private equity doesn't care how long you've been at the firm. They care if you're helping it win.""The old idea that partner meant untouchable is dead.""Influence doesn't disappear. It drifts. You have to go and bring it back.""Clients want foresight, not a recap of last quarter.""If you haven't updated your leadership style in five years, the market already moved past you.""Your experience is still powerful. It's just not obvious anymore."You can find this on youtube here: https://youtu.be/QIk5QOZuYKg◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Drive a big car to get big tax savings.

How to Pay Your Kids Income Tax Free!

Unlock the power of bonus depreciation in today's tax landscape with this expert-curated nano CPE course, Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses. In under 20 minutes, you'll learn how the One Big Beautiful Bill Act (OBBBA) permanently reinstated 100% bonus depreciation — and what that means for your business clients.From the history and evolution of bonus depreciation to the groundbreaking introduction of Qualified Production Property for U.S.-based manufacturing, this AI-narrated episode breaks down complex tax law into clear, actionable insights. You'll also explore key planning considerations, including Section 179 vs. bonus depreciation, the interaction with the Qualified Business Income (QBI) deduction, and long-term recapture rules.This course was developed by tax experts and delivered via innovative AI audio presentation to give you a fast, focused, and convenient way to earn CPE credit.Course Details:CPE Credit: 0.2 (Taxes)Delivery Method: QAS Self-Study (Nano Learning)Program Level: BasicPrerequisites: NoneAdvanced Preparation: NoneEnroll & Claim Credit:Listen now and claim your 0.2 CPE credit,  visit https://taxcpe.litmos.com/self-signup/.For CPAs seeking free CPE credit, use Pass Code: BONUSDEPIncludes a full transcript and a knowledge check for CPAs to earn 0.2 hours of NASBA CPE credit.

On this episode of The Ty Brady Way, Ty is joined by John Benson, co-founder of PDR Benefits and Cloud9HR. John shares his journey from corporate life to building a family-run HR company that now serves small and medium-sized businesses with payroll, benefits, and human capital management. John shares how he was frustrated by the limitations of existing software, so he and his team created Cloud9HR—an intuitive, centralized platform that simplifies HR operations and reduces administrative errors. John explains how Cloud9HR is designed for entrepreneurs, CPAs, and insurance agents, and it offers a licensing model that includes backend support, ACH credit lines, and scalable tools, which allow users to provide professional HR services or launch their own business without the burden of high upfront costs or complex infrastructure. Whether you're looking to manage your own team or expand your service offerings, this episode provides actionable insight into how integrated HR tech can enhance efficiency, open new revenue opportunities, and strengthen client relationships.   As always, we would like to hear from you! Email us at thetybradyway@gmail.com" Or DM us on Instagram @thetybradyway 

Join The Creative Finance Playbook Coaching Program & Learn Directly from Jenn & Joe:https://creativefinanceplaybook.com/wait-list?utm_source=zoom&utm_campaign=wlistIn this video, Brittney shares how she closed her first deals, gained momentum, and used community + coaching to keep going—all without ever relying on a bank.✅ Step-by-step deal structure tips✅ Real wealth-building without credit✅ Beginner-friendly strategies that actually workIf you've been thinking real estate is only for the wealthy—this episode will change that.

Subscribe to DTC Newsletter - https://dtcnews.link/signupThis episode dives deep into how Pilothouse treats content (video/still/UGC/EGC) as the primary growth lever entering Q4. They share frameworks for sourcing, testing, and iterating content to keep a creative pipeline fresh, attention‑grabbing, and funnel‑optimized.Why it matters to marketers/entrepreneurs:Video drives cold traffic; static drives conversions in retargetingDiverse creator mix fuels testing for persona resonanceQuick intro tweaking ( ess than 5 sec) can reignite stale top creativesSystems prevent creative decay and rising CPAs as ad costs increaseKey moments & insights:Content + system more than polished single visualsDividing creative types: CGC, UGC, EGCStock your creative trove by May–June for Q4 readinessTesting hooks at 3‑5 seconds yields outsized returnsWhen a top ad slows, pause it to surface the next best performerTimestamps:00:00 Setting Up Q4 Creative Systems02:00 Why Video Is Essential for Q4 Growth04:00 The Three Types of Video: CGC, UGC, EGC08:00 The Power of Employee-Generated Content12:00 Using Video vs. Static Creatives on Meta16:00 Creative Refresh Cycles and Testing Systems20:00 Beating the Winning Ad: Iteration Strategies22:00 Final Thoughts and Next StepsHashtags:#q4strategy #facebookads #ugc #creativeoptimization #d2cpodcast #egc #digitalmarketing #videomarketing #metaads #growthmarketing Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

In this exciting episode of Capital Hacking, we bring you a rebroadcast featuring the incredible Mike Pine, a passionate CPA who has a unique perspective on the tax code. Mike believes that the tax code is not a burden but rather a "yellow brick road" to wealth, filled with incentives for entrepreneurs and investors.Mike shares his journey from being a reluctant CPA to discovering the beauty of tax strategy. He emphasizes that many CPAs focus solely on tax preparation, missing out on the strategic opportunities available within the tax code. He explains concepts like bonus depreciation and cost segregation, illustrating how these strategies can significantly impact cash flow and wealth accumulation.This episode is packed with valuable information and is a must-listen for anyone looking to enhance their financial strategies through the tax code.00:00:46 - Introduction of Mike PineUltimate Show Notes:00:01:19 - Discussion on tax code as a path to wealth00:02:45 - Mike Pine's background and passion for tax code00:04:27 - The purpose of the tax code and its incentives00:05:00 - Mike's journey from accounting to tax strategy00:08:03 - The importance of understanding tax incentives00:08:43 - Explanation of bonus depreciation00:12:35 - Example of bonus depreciation with a taxi cab00:15:15 - The impact of tax savings on wealth accumulation00:18:51 - Introduction to cost segregation00:19:17 - Explanation of cost segregation and its benefits00:22:08 - Discussion on the importance of tax strategy00:25:27 - Upcoming debate on real estate in IRAs00:30:11 - Recommended resources for tax strategy00:32:27 - How to reach Mike Pine for consultationsConnect with Mike on Social:LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy/ Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Mark Koziel, CPA, CGMA, the new president and CEO of the American Institute of CPAs, recently sat down with Aiysha (AJ) Johnson, MA, IOM, CEO and executive director of the NJCPA, to discuss numerous issues impacting the accounting profession. Topics discussed:Expanding the pathway to CPAMobility concernsAdditional efforts to attract more people to the professionOne Big Beautiful Bill (HR1)Other pending legislation impacting the professionThe future of the PCAOBImplementation of new quality management standardsMark's priorities for the coming year Resources:CPA Pipeline Knowledge HubNASBA Licensure Pathway TrackerOne Big Beautiful Bill Knowledge HubQuality Management Standards Knowledge Hub

Learn more about PEAK FREEDOM Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning less. A must-listen if you want more control and calm in busy season.https://www.thewarnickgroup.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/359…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Caleb knew that if he could get Becca Platsky, the co-host of the Corporate Gossip Podcast, to come on Oh My Fraud, that they would have a lot to talk about. Becca and Caleb learn that they are kindred spirits, discussing their experiences not only as scorned CPAs, but as earnest gossip merchants. SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and CPE (00:43) - Discovering Corporate Gossip Podcast (03:09) - Becca's Background and Career (05:49) - The CPA Experience (14:33) - Gossip in the Corporate World (25:29) - Starting the Podcast Journey (35:55) - Corporate Culture and CEO Critique (42:36) - The Golden Age of Fraud (44:46) - Corporate Corruption: A Bipartisan Issue (58:29) - The Fraud Triangle and Human Nature (01:07:41) - The Consequences of Corporate Negligence (01:13:31) - Final Thoughts and Reflections HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH BECCALinkedIn: https://www.linkedin.com/in/rebeccaplatsky CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Check out Corporate Gossip PodCorporate Gossip PodcastFacebook Part 1: Sheryl Sandberg & the Curse of the BOBFacebook Part 2: Mark Zuckerberg & The Curse of the Baby BangsEmail us at ohmyfraud@earmarkcpe.com

Reviewing your financial statements regularly will help you keep a pulse on how your business is doing.  I know from experience that when I'm working with many of my smaller business clients, especially those who are solopreneurs, it's hard for them to find the time to review their financial statements on a monthly basis, so I want to focus on the importance of a mid-year review of your financial statements to help your business grow.  In today's podcast episode, I am talking about what you can do as you aim to expand and succeed in your business by effectively reviewing your financial statements at this mid-year point.  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; take the time with me to explore how a mid-year financial statement review can be a game-changer for your business… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program 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 see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro 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.

Social Media Tax Advice is for Suckers

This NASBA-compliant nano course delivers expert tax insight in a fresh, podcast-style format. Carefully curated by our team of seasoned tax professionals and presented by advanced AI for the best possible learning experience, this course makes complex tax law easy to understand and engaging to follow.In just 12 minutes, discover how the new above-the-line deduction for tip income (2025–2028) works, who qualifies, the $25,000 cap and AGI phase-out, and how the expanded FICA tip credit benefits employers.Includes a full transcript, downloadable course material, and a knowledge check for CPAs to earn 0.2 hours of NASBA CPE credit.For CPAs seeking free CPE credit, visit https://taxcpe.litmos.com/self-signup/.Use Pass Code: TIPS

Estimated Tax Penalty Missed - Here's What to do

This Is The Easiest Path To $10K Per Month As A Law Firm Owner

Have you ever caught yourself thinking, “If the right opportunity would just come along, everything could finally fall into place?”  Maybe you've thought that about a career move, a health goal, or a dream you keep putting off because now's not the right time.  Don't worry, you're not alone.  But today, I want to help you see that the opportunity you're waiting for may just be waiting for you.  Ready to take a look at how opportunity really works and how you can start creating more of it in your life right now?  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program 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 see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro 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.

How to Pay Your Kids Income Tax Free

In the compelling finale of this three-part insurance series, host Kirsten Howe and insurance expert Dean Myers tackle the coverage that keeps business owners up at night—cyber insurance. Dean shares fascinating real-world stories, from ransomware attackers offering customer service hotlines to disgruntled employees planting digital "time bombs" in company systems. You'll discover why this isn't just another insurance policy but essential business survival protection that covers everything from system failures to deepfake fraud. Dean reveals the surprising realities about whether companies should pay ransoms, how insurers use "white hat" attacks during applications, and why Silicon Valley startups are outpacing traditional insurance giants. If you think your business is too small to be targeted or that basic IT protection is enough, this episode will be a wake-up call you can't afford to ignore.   Time-stamped Show Notes: 0:00 Introduction 1:12 What is cyber insurance, and why it's the broadest coverage for such esoteric risks? 1:48 The comprehensive scope: system failure, ransomware, business email compromise, business interruption, contingent business interruption, and forensics coverage. 2:15 Why cyber claims require hiring attorneys, CPAs, forensics experts, claims adjusters, and legal counsel, unlike traditional workers' comp claims. 2:45 The two key reasons carriers provide such broad coverage: rapid system restoration at the lowest cost and mandatory industry claim reporting. 3:48 How cyber insurance provides both first-party and third-party coverage, protecting you when you accidentally send infected emails to clients. 4:37 Real-world business email compromise: When hackers send fake invoices to your clients from compromised email accounts. 5:10 Why cyber attacks almost always originate overseas in countries with lax cybersecurity laws and accountability. 5:37 Will cyber insurance pay ransoms, and when is it appropriate? 6:42 Real claim story: How a tired CPA two days before tax season fell for a phishing email with a partner's name containing just one extra letter 8:25 Why paying ransoms creates a "bull's eye on your back" and marks you as a repeat target for extortionists. 11:06 Cyber insurance qualification requirements, why multi-factor authentication is now absolutely mandatory across all carriers. 12:15 "White hat" mock attacks: How insurers test your system vulnerabilities during the application process using the "open parking spot" analogy. 14:41 Insider sabotage case study: Bay Area law firm manager discovers her job posted on LinkedIn, teams up with IT brother-in-law for revenge. 15:53 The emerging deepfake threat, how voice cloning technology is creating new fraud risks for fund transfers. 16:25 Protection strategies: Using "trip questions" with personal knowledge to verify client identity during suspicious calls. 17:12 The AI counterbalance: How artificial intelligence may help prevent cyber claims in the future.

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Varda Raises $187M Series C to Manufacture Medicine in Space

Are These IRS Audit Red Flags Real

7 Tax Tips for New Law Firm Owners

What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now needs monthly attestation reports and annual audits, creating hundreds of new recurring revenue streams for accounting firms willing to take on the risk. Plus, they explore whether there are enough auditors to actually make this system work, and what happens if quantum computing breaks cryptocurrency security. The episode also covers PCAOB leadership changes under the new administration, live-tests AI agents trying to enter invoices (spoiler: it's messier than the hype suggests), and updates on the 23 states now offering alternative CPA pathways.SponsorsMissive - http://accountingpodcast.promo/missiveRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:17) - AI in Accounting: Browser Integration (02:35) - Major News: The Genius Act and Its Implications (03:38) - Sponsor Shoutouts and Livestream Interaction (05:06) - Audit News: Erica Williams and PCAOB Changes (08:27) - Federal Audit Failures and OMB's Strategic Reset (09:48) - AICPA's New Fraud Detection Standards (12:52) - Sponsor Highlight: Missive (15:38) - Fraud Case Study: Christine Hunsicker's $300M Scam (20:08) - Deep Dive: The Genius Act and Stablecoins (41:21) - The Risk of Stablecoins and Financial Contagion (42:07) - Quantum Computing Threat to Bitcoin (42:38) - The Challenge of Upgrading Cryptocurrency Systems (43:22) - Summary and Predictions for Accounting Firms (43:38) - Fraud in the Traditional Banking System (44:08) - Relay: The Small Business Banking Solution (45:43) - Pig Butchering: A Growing Fraud Problem (48:05) - The Case for a Federal Stablecoin (50:26) - Alternative Pathways for CPA Licensure (52:02) - Decline in CPA Licenses and Modernizing Education (54:59) - Cloud Accountant Staffing: Solving the Labor Shortage (56:01) - Agentic AI: The Future of Automation (59:13) - Challenges and Potential of AI in Accounting (01:02:31) - The Role of AI in Data Entry and Research (01:17:53) - Conclusion and Final Thoughts  Show NotesTrump signs landmark GENIUS Act, hailing "exciting new frontier" for crypto - CBS News https://www.cbsnews.com/news/trump-signs-genius-act-crypto-bill/Fact Sheet: President Donald J. Trump Signs GENIUS Act into Law – The White House https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-signs-genius-act-into-law/Stablecoin regulation bill heads to Trump's desk https://www.axios.com/2025/07/17/house-passes-genius-act-stablecoins-trumpA 'Crypto Week' win: Congress passes 1st major crypto legislation in the U.S. https://www.npr.org/2025/07/17/nx-s1-5451413/crypto-week-stablecoin-genius-act-trumpGENIUS Act Passes in US Congress: A Breakdown of the Landmark Stablecoin Law – Publications https://www.morganlewis.com/pubs/2025/07/genius-act-passes-in-us-congress-a-breakdown-of-the-landmark-stablecoin-lawErica Williams Resigns as PCAOB Chair - CPA Practice Advisor https://www.cpapracticeadvisor.com/2025/07/15/erica-williams-resigns-as-pcaob-chair/164956/PCAOB chair Erica Williams steps down | Accounting Today https://www.accountingtoday.com/news/pcaob-chair-erica-williams-steps-downSEC.gov | Statement Regarding Tenure of Erica Williams at the PCAOB https://www.sec.gov/newsroom/speeches-statements/atkins-statement-erica-williams-pcaob-071505Southern District of New York | CaaStle Founder Charged In $300 Million Fraud Scheme | United States Department of Justice https://www.justice.gov/usao-sdny/pr/caastle-founder-charged-300-million-fraud-schemeThe surprising details of fashion entrepreneur Christine Hunsicker's fraud indictment- Fast Company https://www.fastcompany.com/91371881/the-surprising-details-of-fashion-entrepreneur-christine-hunsickers-fraud-indictmentFashion startup founder Christine Hunsicker accused of cheating investors out of over $300 million - CBS News https://www.cbsnews.com/news/christine-hunsicker-charged-fraud-300-million-fashion-startup-founder/States move beyond the 150-hour rule for CPA licensure | Accounting Today https://www.accountingtoday.com/list/states-move-beyond-the-150-hour-rule-for-cpa-licensureTracking CPA licensure paths: Removing the 150-hour-rule hurdle | CFO Dive https://www.cfodive.com/news/broadening-cpa-licensure-paths-marching-beyond-150-hour-rule-accounting-talent-shortage/745282/The rise and fall of the 150-hour rule https://www.cfobrew.com/stories/2025/04/10/the-rise-and-fall-of-the-150-hour-ruleAICPA, NASBA approve alternatives to the 150-hour rule https://www.cfobrew.com/stories/2025/05/15/aicpa-nasba-approve-alternatives-to-the-150-hour-ruleNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and

In this part 2 of his conversation with Kiera, Morgan Hamon, co-founder and president of EAG Dental Advisors, talks about the action items doctors must commit to to stay financially savvy. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01) Hello, Dental A Team listeners, this is Kiera, and this is part two with me and Morgan Hamon as part of EAG Dentist Advisors, where we're actually gonna talk into the tax psychology and the tax strategies and the tax tips. And I really just feel like this episode is so powerful. And as always, thanks for listening, and I'll catch you next time on the Dental A Team Podcast.   Morgan Hamon (00:22) But no, you got to do the stuff. So if your accountant tells you, look, take a board meeting, document it properly, there's a proper way to do it, you got to do it. That's how we say the proper legal avoidance. your account comes to you and says, look, it's time to be an S-Corp,   Kiera Dent (00:30) Mm-hmm.   Morgan Hamon (00:39) because the profit is appropriate, you gotta follow the instruction. There's a procedure there and it's gonna save a lot of money on self-employment payroll tax if it's done correctly. You gotta listen, but you gotta engage. There's action items. And so we, ⁓ every September, I made a checklist. You know, again, Navy guy, right? I got a checklist. Log in, do the checklist. I call it our business tax savings maximizer. That's the flashiest, catchiest name I could think of. But like, log in and do it. That's the secret.   Kiera Dent (00:58) I love it.   you   Morgan Hamon (01:08) So, you know, for those listeners that waiting for the secret, that's it, right? We got to capture expenses as business deductions and there is action items for the doctor. It requires that engagement. And to circle back to where what you said earlier, like you can't come into the office and just fix it for them. They've got responsibilities on things to do too and that's the same with tax policy.   Kiera Dent (01:31) I thought that was such a beautiful way. And as you were going through the phases of grief, I'm like, oh yeah, I definitely lived all of those. And I think it does feel like a kick in the gut. like, this is worse than finding out like coal in your stocking Christmas morning. Like it's way worse. Like it feels awful. And you're in total denial that like, how is this even real? Like I live in America. Like, how is this real? I didn't know. And I mean, then you put on your state tax on there. And I'm like, for people who are in California,   Morgan Hamon (01:39) Mm-hmm.   Mm-hmm.   Mm-hmm.   Mm-hmm   Mm-hmm.   Kiera Dent (02:00) Like more than 50 % of your income could be going to tax pending upon your tax bracket. But I think Morgan is one of those things of also seeing, I know people don't want to hear, I'm going to be very unpopular right here and it's okay. It will like, you'll be in denial, you'll hate it. And then you'll be like, yeah, that's actually a really good point. Cause that's how I did it. Like taxes are a blessing though. Like we, we are so blessed to live in the country we are to be able to set the pricing that we want, to be able to do the work that we want to do that. like, I don't want to pay more taxes.   Morgan Hamon (02:12) you   Mm-hmm.   Kiera Dent (02:28) but I can see me paying taxes as like my opportunity to be here and to be a business owner. And I think that's an amazing thing that we do get to have access to. But like you said, shoot guys, this is where the discipline comes in. This is where the engagement comes in. This is where the ownership comes in. I remember where I should like, I'll send you a picture. My husband and made this like vision board together, cause every December I would cry over taxes. And one of my goals, literally has like, it's a sign that says tax expert ahead.   Morgan Hamon (02:33) Mm-hmm.   Mm-hmm.   Mm-hmm.   Kiera Dent (02:57) And I put that on my vision board because I'm I'm sick of this stupid stuff. I'm sick of Morgan telling me I owe this much money when I'm like, how is it even possible? I was like, I'm going to freaking figure this out. And I realized like, it's actually not that hard of a math equation. It's like, what is my profit that I get that month? What's my tax bracket? And let me go save that.   Morgan Hamon (03:00) Thank you.   Mm-hmm.   Kiera Dent (03:16) pay your quarterly tax payments. And then what I love is when, cause I put myself in the highest tax bracket, some years I'm going to be a little bit higher, some years I'm going be a little bit lower, like it's going to flush out. But if I'm saving my max amount that I would be having to pay in taxes every single month, I'm like, it's not that hard. Like you literally just take it, put it in a savings account, I put it in a high yield, so I'm even making money on it there. What's amazing is at the end of the year, I get my W2,   Morgan Hamon (03:32) Mm-hmm.   Kiera Dent (03:41) like refund, if you will, because we realize I have over-saved throughout the year. I also put in there like buckets, because I realized for me, Morgan, it wasn't just the tax that was hitting me. It was the SEP IRA that I had to pay. It was charitable contributions I was paying. It was end of year bonuses. And all of that, it's not taxes. I think you get hit with all of those at the end of the year. It's like you're trying to put these, then you've got your Roth IRA that you're trying to like put those in. And it's like all these things are money and it's all accumulating at one time.   Morgan Hamon (03:43) Mm-hmm.   Okay.   Kiera Dent (04:11) versus figuring out how much you really are gonna pay, breaking it down into buckets, saving for it, and then I love it. My money at the end of the year, whatever I don't pay in taxes, because yeah, it's a big number, whatever, you're just going to pay it. That's part of having an amazing, thriving business. But then my slush because I over-saved, that becomes my refund, that becomes Keira's money of like, sweet, what are we gonna do on this because I've already paid tax. Now I can take that.   Morgan Hamon (04:14) Mm-hmm.   Mm-hmm.   Mm-hmm.   Mm-hmm.   Kiera Dent (04:37) Now I can go buy the things I want to buy. can put it in retire. I can put it wherever I want it to go. ⁓ but I have it to our peace of mind. When I get my, like this year, my CPA can be like, wow, Kara, you like, you have this. And I was like, rock on. Like you're not stressed about it, but that takes discipline every month. I'm literally like, Hey, how much do we have put that profit over in our savings every quarter? You're making those quarterly payments. ⁓ it is being strategic. is like.   Morgan Hamon (04:52) Mm-hmm.   Mm-hmm.   Kiera Dent (05:06) You were on a call the other day with some of our doctors and like, so Kiera, how like there are you when you do your meetings at your house? And I'm like, I crossed my T's down my eyes. I don't like this game. Like I do Airbnb. I look at all my rental comps around me. I saved that every year. It's in a folder. All the things are in the calendar with me and the other people. I have an agenda. I send that over to my CPA. I just don't like to play in the game of gray. But I think those are the pieces that help you. And then you just maximize.   Morgan Hamon (05:16) Thank you.   Mm-hmm.   Kiera Dent (05:34) But Morgan, I don't know. think I've just learned that's also part of the success tax of being successful. Like this is what it is. And I think that being a business owner, the discipline of saving your money and not spending it all because we think like, should get this cause I'm a high earner. No, like there's still tax games that we play. There's different ways to minimize it. But realizing like I need to be disciplined here. I think if you can be disciplined there, it also stems to your team. It stems to your leadership. It stems to your physical health.   Morgan Hamon (05:39) It is.   Mm-hmm.   Mm-hmm.   Kiera Dent (06:04) It stems through   so many other areas in your life that I think like talk about a blessing of taxes that we actually get this benefit.   Morgan Hamon (06:07) Yes.   It,   I agree. And you do have to be, you do have to be disciplined. I know. I know. I also, I'll share a personal, I'll share a personal experience and kind of how I view tax because I very happily write those checks. You know, I write the same ones as our doctors do, but so back when I got out of the Navy, my family and I, so my parents, my brother and myself, we all chipped in and bought a real estate company.   Kiera Dent (06:13) Even though I hate it, Morgan, don't take me wrong. I still hate taxes. Morgan, tell me the secrets.   Morgan Hamon (06:36) back in 2005, real estate was happening. It was all in, all chips on the table. Well, guess what? 2009, everyone remember what happened in 2009? So, I mean, it was bad. It was horrific. 2009, my tax bill was zero. Zero. But do you think I was coming home saying, honey, look at this, zero, woohoo, check this out. I got no tax.   Kiera Dent (07:04) day.   Morgan Hamon (07:05) No, I'm sitting in a room and looking at the wall like how am going to face my kids telling them dad can't keep a roof over their head? How did my life get this screwed up? I paid no income tax, but those are not good times. That's not a period. And so right after that is when my dad and I started HD Accounting Group. But those days were like not my fondest memories even though I had zero tax liability. Fast forward a bunch of years, I've enjoyed a lot of success and I write some big checks to the government and I don't care.   My life is so much better. got kids college paid for, no debt. My life is good. And yeah, they are some big checks. I mean, let's face it, they're not my favorite things to write. Nobody likes it. But my life is just exponentially better. So when you're paying tax, you're making good money. I don't know, maybe boil it down to that.   Kiera Dent (07:55) I would agree with you.   which thank you for sharing because I think we, I agree. I don't want to have a year where I'm paying $0 to taxes. Cause that means that when you said zero and I'm like, we had a bad year. That's like a real bad year. Like as a business owner, you start to realize like that actually is not a good year. ⁓ But I think for that, ⁓ it's the discipline. And I found for me what's cut the stress out as an employer and as a business owner, not CPA, that's Morgan the world. That's not my world is when I have   Morgan Hamon (08:09) That's... ⁓   And now...   Kiera Dent (08:28) money and I'm disciplined and I save it because you still have profit afterwards. So it's not like you're not taking anything home every month. You're just being disciplined that that money for tax you save then I have the money and I'm like the pain I think comes from not having the money and the fear of where am I going to come up with the six figures when I've already spent it. I think that's more of why people hate taxes just like people hate root canals. They don't actually hate the root canal. They hate the pain leading up to it. We hate the pain of not having the money set aside.   Morgan Hamon (08:33) Mm-hmm.   Mm-hmm. Yeah.   Yes   Well.   Exactly. And let's tie this real specifically to the world you and I serve, our dentists. What really creates a lot of confusion and adds to the emotion is that, most of our clients have a practice note, a big one. And they don't always realize, look, when you make your loan payment, that is not a tax deduction, right?   Kiera Dent (09:22) not   just   Morgan Hamon (09:22) When you borrow the   money, we deduct everything you're going to buy, but then over time when you pay that back, you don't get it deducted again. So if your debt service on your practice loan is $100,000 a year, which we see often, you're paying income tax on it. So if you made $500,000 and $100,000 went back to the bank, you're living on $400,000 but paying tax on $500,000. And that is   That can be shocking and that's why you'll hear, and that applies to just both financial accounting and tax, that question of, my accountant said I made this much money. That can't possibly be the case. I just logged into the bank. What are they talking about? It's that debt service. That money's gone, but it's not a deduction. The other thing that makes it, any tax planning for dentist challenging is just the volatility in the month to month profit.   And I think there's a misperception out there, hey, look, my accountant is keeping my books up to date every month, right? And so if we get to the end of, let's say the end of September, and we can, hey, September 30, this is the exact profit, that does not equate to a granular, precise tax calculation because we have to, all your tax rate is dependent on total annual household income. If there's four months in the year that haven't happened yet, we gotta,   Kiera Dent (10:16) Amen.   Morgan Hamon (10:46) We got to estimate and it's subject to change. Maybe they were struggling in May and they said, you know, I'm calling Kiera, fine, I'm going to do it. We're going to get this thing figured out. And so then by November, they're killing it and everything's up 30%, 40%. Well, guess what's also going to be up? Your estimated payments are going to be higher, right? And so it's volatile.   and it's not an exact science. with any tax planning, those quarter estimated payments are trying to keep you in the hunt. And you alluded to that by having your buckets. Just realize there will be a settle up at the end of the year when it all fleshes out, because all we can do is estimate along the way. Try to keep it as close as we can. But I'm with you. I make those payments quarterly. I don't put my head in the sand because it'll just get bigger.   Kiera Dent (11:33) Well, I'm curious, Morgan, this is like Kara's nerdy side of me that I don't understand. So help me. And I hope this comes across respectful of the CPA world. To me, I feel like why don't CPAs at the end of every month, you know my profit, you know what I did that month. So yes, there's the estimated, but why not just give me like, the only thing I've thought of is maybe my tax bracket could change, but I'm like, why not estimate every month approximately what I need to save for taxes?   Morgan Hamon (11:43) Mm-hmm.   Mm-hmm. Mm-hmm.   Mm-hmm.   Mm-hmm.   Kiera Dent (12:03) So I can at least put that away monthly. Help me understand the psychology of that, because I don't.   Morgan Hamon (12:06) So, oh, trust me,   we've thought about this every which way. And I'm never done. I tweak our tax planning process every year. So to your point, like you could look at last year's tax return. So there's two figures to look at. There's your marginal tax rate, which is your whatever bracket, your highest, so the highest of 37.   But then there's what's called an effective, and that's just the average, right? If you look at total income and total tax, what's the average? So you could look at your last year's tax return and maybe your combined federal and state income tax was, call it 30%. So you could say, whatever my profit is times 0.3 is what I had to put away. So you could do that, but that's inherently going to be inaccurate.   because you will not have the same effective tax rate this year unless you have like a carbon copy and it'll be different. A lot of volatility. The other thing, it's a very equipment heavy industry as you know, and people do go buy equipment. And so if we, if say an accountant says, put whatever your profit is times 0.3, put that away, but then they get in and maybe they really do. Maybe their practice was... ⁓   Kiera Dent (13:20) Mm-hmm.   Morgan Hamon (13:31) you know, plum for eight ops, but they're equipped for five and it's time to fit those other three. Well, that's some really nice tax deductions there, like dollar for dollar. Well, that's really going to come down. And so that estimate's going to be out the window, like really quickly. You know, we've had times where I think of this story, something you don't tell stories. We had a client, this was a few years back, where they sent us an invoice. I can't remember what they bought.   Kiera Dent (13:38) and   Morgan Hamon (14:00) It was big, right? It was $120,000. They sent an invoice, not an email like I'm thinking about this. They sent an invoice. So we booked it. 120K deduction, did the tax plan, the works. Well, it comes time to do the tax return. And we're saying, hey, we keep asking for the loan paperwork on this claim. We don't get it. So finally, hey, look, we really want to get this tax return done. Can you send us that loan paperwork? And he's like, oh, I changed my mind.   I didn't buy that. And we're like, oh, let's put 120K of income back on top. You owe, I think it was like 40,000. And they're like, how can this be? I'm like, you sent us an invoice. Think how mad you'd be if we hadn't booked it. And I just tell that kind of story. Like equipment purchases in Q4, it's all out the window at that   Kiera Dent (14:37) Bye.   Yeah.   Yeah!   Mm-hmm. Mm-hmm.   Morgan Hamon (14:58) So   it's very volatile. So to kind of circle all way back to the beginning, just for some basic tax planning, I knew for me, like federal and effective, it's like 35%. And I just planned for that. And then there's a settle up. And if I owe a bit, it's because we killed it. And I need to actually celebrate that and not be cranky about it. And if I get some money back, maybe,   Kiera Dent (15:13) Mm-hmm.   you   Morgan Hamon (15:27) Maybe it just didn't end up as good as I thought or whatever. We're accountants. We don't have like, Xerox machines to write off. I got like a laptop. So, I mean, we're kind of limited on that. So, ⁓ those are some limitations inherent in tax planning for specific for the dental industry, the volatility and month-to-month profit and the high amount of equipment that's involved, which involves some instantaneous significant tax deductions.   Kiera Dent (15:32) Right.   and   Sure, no, that makes sense. And I think for me, it's always like, okay, there's profit, there's expenses. ⁓ If I'm gonna go use that money for expenses, then I'm going to take my tax amount. So obviously it's going to reduce my tax bill by that dollar amount. I can actually pull portions out of that money I've saved to pay for my equipment potentially if I need to. But just curious on that, because I've always, I'm like, it's a simple equation. Here's my profit. This is how much my tax bracket probably is. But also maybe you guys don't want them saving more than they need to because then people get angry.   Morgan Hamon (16:01) Mm-hmm.   Mm-hmm.   Mm-hmm.   The truth.   Yeah.   Well,   people, it can get emotional either way, right? If they get a big refund, they're like, wait a minute, I could have had this in my high yield savings account. So we really do try to keep it as close as we can given the constraints of this kind three-dimensional moving target. What I have told doctors in the past, if we think about, let's say they've got an S-Corp, so on a reasonable W2, we got some holding through that W2, but they should still be taking the majority of the money home via profit distribution, okay?   Kiera Dent (16:26) that   Exactly.   Morgan Hamon (16:53) Have a look at last year's tax return. If you don't know how to find it, let us know. Keep it simple. If it's 30 % or 20, it's 28 points, okay, round it to 30. What I think every business owner should do, okay, at the end of the month or quarter, however often you want to do it, you look at how much money has accumulated in the operating account, what is my chosen desired minimum cash reserve, and whatever has accumulated, distribute it.   Kiera Dent (17:06) Mm-hmm.   Mm-hmm.   Morgan Hamon (17:24) And take, let's say there's $20,000 extra in there, right? And let's just say your effective rate's a third of that. Well, take six or 7,000 and just put it in, like you said, Kiera, your savings bucket. And then save that so then when your accountant says, hey, it's time for your Q3 payment, you tap that money. And I think that's just a simple thing that...   Kiera Dent (17:42) Mm-hmm.   Morgan Hamon (17:53) habit you could get into, for me personally in our business, we always did that quarterly. And we'd take a distribution quarterly and I would just lop off the top, put it away and treat it like I had never had this and I would send it right off to the government. And that way I wasn't playing catch up so much. In the accounting world, I don't quite have the volatility that dentists have, but it's still, that habit pattern. It's that discipline of doing it.   Kiera Dent (18:20) Mm-hmm. Mm-hmm.   Yeah. No, that's super helpful. And Morgan, this is why I love to talk about it. Because it's like, hey, how can I refine? As we were talking about on that leadership, how can I refine? How can I make this just a little bit better? How can I learn a little bit more of the nuggets? How can I be smarter on my prep work for me emotionally? Because some people are just fine. They'll just like, I have a million buckets. I love my buckets. I love to know what this money is saved for.   Morgan Hamon (18:42) Hehehe.   Kiera Dent (18:45) My financial advisor teases me, my CPA teases me. I'm okay with it because I'm like, sweet, I know how much money I've got here. I know what I can buy here. My husband loves like just one big fund. And I'm like, but then how do know how much I can spend? Like I don't want to overspend or underspend. So everyone's different. So things are just going through it. Things are the psychology of it, the tax planning pieces, how the leadership and profitability connect to each other. Morgan, you guys are such an incredible CPA firm. I love that you're specifically only dentists. I tried to have you guys work with me you said, no, I'm not a dentist. So   Morgan Hamon (18:51) Mm-hmm.   You   huh.   Kiera Dent (19:14) I love that you are so niche. It was great, I loved it. But if people are curious, how do they work with you? What are kind of the broad services that people could see working with you guys that you guys do and how they can connect with you?   Morgan Hamon (19:24) So   our mission has always been and will continue to be supporting doctors by providing them the monthly accounting for their practice, providing practice profitability analysis reports and specific advising and tax planning ⁓ just for doctors. ⁓ If you want to check us out, is EAGDentalAdvisors.com is our website.   ⁓ Or just email me reach out to me Morgan.Hamon@EisnerAmper.com My business partner Cortney and I we do all initial consultations personally It's always been that way I love to meet new doctors learn about their situation tell them about what we do See if you see if it could be a good fit, but that's how folks would could go out and find us   Kiera Dent (20:09) Well guys, we have a lot of clients that work with Morgan. I think he's incredible. I love what you guys are doing. Morgan, it was always a fun time. Thanks for kicking it off with Top Gun, ending with like tack strategy. Thanks for sharing some of the tips. But truly super honored to work with you and love what you guys are doing for dentists out there.   Morgan Hamon (20:19) Alright.   Kiera,   I always enjoy our visits and look forward to each one. So I appreciate you having me. I really enjoyed it.   Kiera Dent (20:31) course. And for all of you listening, thank you for listening and I'll catch you next time on The Dental A Team podcast.