Podcasts about enrolled agent ea

Carlos Samaniego EA is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book,The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid.As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience.Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title.

What happens when a tax expert starts by confessing their tax nightmare? In this eye-opening episode of "The Academy Presents Real Estate Investing Rocks," host Angel welcomes Carlos Samaniego, an Enrolled Agent (EA) who specializes in helping people resolve their IRS problems. Carlos shares his remarkable personal journey from tax evader to tax expert, revealing how his eight-year battle with unresolved tax issues led him to his current mission of helping others. The conversation provides valuable insights into what happens when you ignore tax problems, the powers the IRS has to collect debts, and practical advice on how to address tax issues before they spiral out of control.     [00:01 - 04:22] From Tax Nightmare to Tax Hero Carlos explains an EA "fights the IRS for a living" His specialty is helping non-filers and those with significant tax debt He positions himself as the "superhero" protecting clients   [04:23 - 08:00] Bad Advice Creates Tax Chaos One piece of bad advice about exemptions created years of tax problems Bigger paychecks led to spending rather than saving for taxes Eight years of unfiled returns led to six-figure tax debt   [08:00 - 12:05] Marriage and Money Secrets Carlos married without disclosing his tax problems Tax issues are often kept secret, even from family Finding professional help became his turning point   [12:06 - 16:34] Personal Struggles to Professional Purpose Carlos and his wife now run Tax Debt Consultants Sharing his story actually helped his business grow Financial issues often stem from fear, not malice   [16:35 - 19:48] IRS Collection Powers Explained The critical difference between tax liens and levies Self-employed people face 100% income seizure risk IRS collections have resumed after the COVID pause       Connect with Carlos:   Website: https://www.taxdebtconsultant.com/     Key Quotes:   "Having a tax problem is one of the biggest secrets that exist." - Carlos Samaniego   "You're not a bad person, but you made a stupid decision. But the good thing is that you've realized that and we can fix that problem." - Carlos Samaniego     Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.   Are you confused about where to start? Join our community and learn more about real estate investing. 

In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success. Carter Wilcoxson, the Founder of CSI Financial Group, Laser focused on Client Acquisition, Client Retention, and Advisor Support. csifg.com    

Navigating the Foreign Investment Real Property Tax Act (FIRPTA) can be challenging for title agents, with risks of penalties if not handled correctly. So, we have Marc Enzi, CFP®, EA, to share essential strategies for mastering FIRPTA transactions, from identifying foreign sellers early to leveraging expert support. Learn how to streamline compliance, avoid common mistakes, and turn FIRPTA into a profitable opportunity for your business.     What you'll learn from this episode ●     FIRPTA: What is it, and why is it essential for title agents ●     Why it's crucial for title agents to identify foreign sellers early ●     The importance of working with experts when navigating the complexities of FIRPTA transactions ●     How to avoid penalties and hefty fines for both buyers and title companies     About Marc Enzi CFP®, EA Marc is an Enrolled Agent (EA), licensed by the IRS, and a Certified Financial Planner™ who provides a wide range of services, including but not limited to tax planning, foreign tax consulting, tax preparation, and tax representation with a focus on FIRPTA. He has helped many individual and business taxpayers with a wide range of issues.     Connect with Marc ●     Website: Tax Solutions-FIRPTA Consulting ●     LinkedIn: Marc Enzi CFP®, EA     Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.   ●     Explore more on our website: www.alltechnational.com/podcast ●     Stay updated with our newsletter: www.mochoumil.com ●     Follow Mo on LinkedIn: Mo Choumil  

Welcome to the  Financial Freedom & Wealth Trailblazers Podcast! In this episode, we'll dive into practical planning techniques for individuals and businesses, offering expert insights that help you solve tax problems before they arise. Meg Stone is an Enrolled Agent (EA) licensed by the IRS who helps individuals and businesses with tax planning, problem resolution, and compliance. Whether you're facing back taxes, audits, or simply want to ensure you are paying the least amount of taxes legally possible, Meg offers personalized strategies that save time, money, and stress. When not assisting clients, Meg likes to garden, run, and spend time at the park with her 2 fluffy dogs.   Connect with Meg here:  LinkedIn: https://www.linkedin.com/company/archertax-service-llc/about/ Facebook: https://www.facebook.com/taxsaverservice Reddit: u/Archer_Tax_Service Community: https://www.reddit.com/r/Archertaxservice/ Website: www.archertaxservice.com Grab the freebie here: https://archertaxservice.com/podcast-deals-page/ =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers.  Request to join here:  https://www.facebook.com/groups/profitablecoursecreators QUICK LINKS:  APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application GET MORE CLIENTS: https://app.digitaltrailblazer.com/client-acquisition-accelerator-pdf DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/ JOIN OUR FREE FACEBOOK GROUP: https://www.facebook.com/groups/profitablecoursecreators

In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success.Story Notes:The Importance of Health and Self-CareHelping Young Professionals and Pre-Retirees with Financial PlanningBlake Pinyon's Journey into the Financial Services IndustryOvercoming Personal Challenges and Using Them as MotivationSan Diego State University and Sports AchievementsBlake Pinyon's Role at Anchor Bay CapitalThe Benefits of an Enrolled Agent (EA) Designation for Tax ServicesResolving Tax Disputes and Saving Money through Tax PlanningExpertise in Equity CompensationLearn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/WEALTH: Not getting enough clients? Book a FREE(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches#TaxPlanning #FinancialSuccess #TaxDisputes #EnrolledAgent #FinancialAdvisor #YoungProfessionals #PreRetirees #WealthManagement #InvestmentStrategies #EstatePlanning #FinancialPlanning #BlakePinyan #AnchorBayCapital #FinancialServices #MoneySavingTips #TaxAdvice 

From Tax Debt to Triumph: Morgan Q. Anderson's Expert Advice | Walk In Victory Podcasthttps://www.goldenliontaxsolutions.com/am-i-a-candidate.phpIn this episode of the Walk in Victory podcast, host NaRon Tillman, recording from Queens, New York, dives into the intricacies of tax challenges and solutions with Morgan, an Enrolled Agent (EA) specializing in tax debt resolution. They explore the importance of proper tax preparation, the dangers of improper tax advice, and the misconceptions surrounding the IRS. Morgan shares strategies for managing tax debt, the significance of meticulous record-keeping for small businesses, and the psychological aspects of dealing with tax authorities. The episode aims to provide listeners with practical tax advice and encourages seeking professional assistance to navigate complex tax issues effectively.Time Stamps:00:00 Introduction to Walk in Victory Podcast00:36 Host NaRon Tillman Takes the Mic01:00 Tax Stories and Lessons05:05 Guest Introduction: Meet Morgan05:40 Morgan's Journey into the Tax World06:39 Understanding Tax Debt and Business Decisions09:01 The Role of IRS and Tax Laws15:29 Client Stories and Ethical Dilemmas26:08 The Importance of Licensed Tax Professionals34:09 The Cost of Ignoring Business Expenses35:08 Understanding Tax Rates and Deductions36:19 The Importance of Keeping Receipts40:06 Debunking IRS Myths and Fears44:06 Navigating Tax Debt Solutions51:07 Special Considerations for Nonprofits and Small Businesses57:23 Final Thoughts and EncouragementBecome a supporter of this podcast: https://www.spreaker.com/podcast/walk-in-victory--4078479/support.

Join me as we debunk some of the most common myths & misconceptions around taxes.1. Myth: Tax Return and Tax Refund are InterchangeableThese two terms are often confused, but they are not the same thing. A tax return is the form you fill out and submit each year, like the 1040 form for most people. A tax refund is money you get back if you overpaid your taxes. Many people mistakenly say they're waiting on their tax return when they mean their refund. 2. Myth: You Need a License to Prepare Tax ReturnsYou don't actually need a license to prepare tax returns. While there are professional credentials like the Enrolled Agent (EA) or Certified Public Accountant (CPA), they are not required. All you need is a Preparer Tax Identification Number (PTIN) from the IRS to file tax returns electronically. Check your tax professional's credentials, as many practitioners are uncredentialed. 3. Myth: Living in a Home for Two Years Makes It's Sale Tax-FreeMany believe that simply living in a home for two out of the last five years allows you to sell it tax-free. However, the IRS has rules regarding "non-qualified uses" for periods when the property was not your primary residence. Even if you lived in it for two years, gains related to earlier non-qualified use periods will be taxable. 4. Myth: LLCs Provide Tax SavingsAn LLC is a legal entity and does not provide tax benefits by itself. If you set up an LLC and are the sole owner, it is disregarded for federal tax purposes. The taxes you pay and deductions you claim remain the same whether or not you have an LLC. Its primary purpose is legal protection, not tax savings. 5. Myth: You Don't Need To Issue W-2 When Employing Your KidsIf you employ your children in your business, you still need to file W-2s and comply with all employer filing requirements. Just because their income may be non-taxable doesn't absolve you of this responsibility. Issuing W-2s also allows them to qualify for benefits like funding a Roth IRA. 6. Myth: Gifts Over $18,000 Cause Taxable EventsThe $18,000 annual gift tax limit is just a threshold for when you need to file a gift tax return, not a trigger for tax liability. Taxes on gifts only become relevant once you exceed the lifetime exclusion amount, which is currently over $13 million. So, making gifts beyond $18,000 in a year does not mean you'll owe taxes.7. Myth: Bonuses are Taxed at a Higher RateBonuses are not taxed at a higher rate. They are subject to withholding at a higher rate, generally 22% or even higher if the bonus exceeds a million dollars. At the end of the year, your actual tax rate is calculated, and you may receive a refund if too much was withheld.8. Myth: 0% Capital Gains Rate Only Determined By Gain AmountThe 0% capital gains rate applies to your total income, not just the capital gain itself. If your combined income and capital gains exceed the threshold, only the portion of income within that bracket qualifies for the 0% rate. 9. Myth: Income Below $600 from Self-Employment Isn't TaxableRegardless of whether you receive a 1099 form, all earned income from self-employment is taxable. If you earn over $400 in self-employment income, you are required to file a tax return, even if no single client paid you more than $600.10. Myth: Moving Into a Higher Tax Bracket Taxes All Income at The Higher RateOnly the portion of your income that falls within the higher tax bracket is taxed at the higher rate. For instance, if you earn enough to move from the 10% to the 12% bracket, only the income above the 10% threshold is taxed at 12%, not your entire income. This misconception often deters people from accepting bonuses or promotions unnecessarily. 

Meet Eugene MarshallEugene Marshall is the Founder and CEO of Magnolia Tax Services. He is an Enrolled Agent (EA). Eugene is federally authorized to represent taxpayers before the IRS and, like CPAs and attorneys, has unlimited representation rights. He specializes in advanced tax strategies to reduce his client's tax liability through effective tax planning. Eugene has several years of tax experience, including preparing taxes for individuals and small businesses.Eugene is also an avid real estate investor. He owns a real estate investing company that acquires multi-family properties within the inner city of Chicago and has recently expanded to the Milwaukee market. Eugene believes owning real estate and having a small business is the cornerstone of building wealth.What sets Magnolia Tax Services apart from other tax firms? Magnolia Tax Services is a tax advisory practice that ultimately specializes in tax planning, tax preparation, tax debt resolution for individuals or small businesses that need assistance with solving a tax problem, and accounting and bookkeeping. What separates us from the average tax practices is that we're actively meeting with our clients periodically throughout the year and most of our client book is all small businesses.I want to say maybe 90 to 95 percent is all small businesses. We do have some individuals that don't own a business, but have the desire to pick up some rental properties. We do bring them on as clients.And we also assist and consult them on how to analyze deals, source those deals as well and get the capital to fund those deals, and it creates an opportunity for us to also educate our clients on how to be strategic in markets like today, where the interest rates are higher than they have been.Fortunately, we're starting to see things climb down a bit. Still, we do introduce other topics such as seller financing, subject to a contract with the seller, wrap-around mortgages, and all these other creative ways to acquire properties that could ultimately benefit our client's tax position. So what separates us apart in short, is that we are actively looking at our client's financial position, and coming up with strategies to ultimately assist them with minimizing their tax bill.This gives us the opportunities for that business owner to reinvest those savings either back into the business, back into themselves or personal professional development and or into their future.Can you explain what the difference is between an enrolled agent and a certified public accountant?Absolutely. So when we look at the tax space, the tax industry as a whole, there's four types of people. You have your tax preparers that do not have to be licensed at all. This could be someone who just understands how to file taxes using a particular software. Don't need a license, do not need a degree, just need to be able to file taxes.And then we have tax attorneys. And then we have certified public accounts. And then after certified public accounts, we have folks like myself, which are enrolled agents. And so the primary difference between an enrolled agent and a certified public accountant is our specialty is tax. And we get our designation directly from the department of treasury, which houses the Internal Revenue Service. Certified public accountants that get their designation, their license from state boards.And we actually partner with a ton of certified public accountants because they don't have an interest in tax. And some of them don't know tax. And many of them, their focus is on the accounting portion. And a lot of folks stay co associate accounting with taxes when accounting is nothing more, nothing less, but understanding and being able to read and produce financial statements. P and L's, balance sheets, cashflow projections, not more so taxes. Now there are

EPISODE SUMMARY: Harness the power of tax planning and reduce your audit risks with insightful strategies from Eugene Marshall, CEO of Magnolia Tax Services. This episode guarantees a wealth of knowledge designed specifically for single member LLCs and real estate investors. Eugene's journey from property investment to becoming an enrolled agent - licensed to represent taxpayers before the IRS - is as fascinating as it is inspiring. This episode not only demystifies the world of taxes but also introduces you to the key players - CPAs and enrolled agents. We explore their distinct roles in tax preparation, representation and how they might best serve your business needs. You'll come away with a clearer understanding of these professionals, their specializations and why having someone federally authorized to represent you before the IRS can be a game-changer. Eugene also unravels the misconceptions around LLCs and anonymity, highlighting the significance of setting up entities in the state where your property is located. Our conversation culminates in understanding the real essence of tax planning - it's not just about the tax season. It's about crafting strategies throughout the year, having regular quarterly meetings, and staying proactive rather than being reactive. Eugene's personal growth journey, his 'why' and his passion for cooking and constant learning pepper our discussion, adding a touch of warmth and relatability. Whether you're a seasoned real estate investor or a single member LLC business, this episode is a treasure trove of actionable tax planning insights. EUGENE'S BIO: Eugene Marshall is the Founder and CEO of Magnolia Tax Services. He is an Enrolled Agent (EA). Eugene is federally authorized to represent taxpayers before the IRS and, like CPAs and attorneys, have unlimited representation rights. He specializes in advanced tax strategies to reduce his client's tax liability through effective tax planning. Eugene has several years of tax experience, including preparing taxes for individuals and small businesses. Eugene is also an avid real estate investor. He owns a real estate investing company that acquires multi-family properties within the inner city of Chicago and surrounding suburbs. Eugene believes owning real estate and having a small business is the cornerstone of building wealth. GET IN TOUCH WITH EUGENE: magnoliataxservices.com https://www.linkedin.com/in/eugene-marshall-ea-4a531267/ EPISODE CHAPTERS: (0:00:00) - Tax Planning Strategies for LLC Businesses Nature's tax strategies for single member LLCs, real estate investing benefits, reducing audits, and the role of an enrolled agent. (0:05:35) - Differences Between CPAs and Enrolled Agents" CPAs and enrolled agents have different roles in tax preparation and representation, with specialization and federal authorization to represent taxpayers before the IRS. (0:19:15) - Tax Planning Strategies for Clients Understanding roles and parameters of real estate businesses, creating effective tax strategies, and the importance of year-round tax planning. (0:26:36) - Quarterly Tax Checkpoints and Personal Growth Meeting with clients quarterly for proactive tax strategizing, having a strong "why" for motivation, and constantly learning and improving. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Life comes with different seasons where you face different circumstances that can cause you to forget your worth. It is important to know your worth and step into every space with confidence - of self, your abilities, or your company's services. This episode's guest is Teszra Cody who is a tax advisor from the New Jersey, USA. With 19 years of experience, she fearlessly tackles corporate accounting, individual and corporate taxation, and IRS audits. As an Enrolled Agent (EA), she has the superpower to represent taxpayers before the IRS. Beyond numbers, Teszra's outgoing spirit leads her to teach financial wisdom to teens and adults. When she's not conquering the tax and financial world, she finds solace on the beach, embracing the sun and waves.

Welcome to another episode of the Action and Ambition Podcast! Joining us today is Darlena Tran, the co-founder of In Good Hands Tax Services. As an Enrolled Agent (EA), Darlena represents business owners as a federally-authorized tax expert before the Internal Revenue Service. She holds a master's degree in taxation, specializing in designing tax strategies for affluent business owners to minimize tax liability, maximize net income and accelerate business growth. Don't miss a thing on this. Tune in to learn more!

I'm excited to share with you my conversation with Pat Darby, Certified Financial Planner™ (CFP®) and Enrolled Agent (EA). Pat and I dive deep into the world of investing and retirement savings for business owners.   Pat stresses the importance of having the right mindset to save for retirement and encourages us to ask ourselves the right questions to ensure we're on track to reach our retirement goals. We discuss how to start with individual accounts, investing in what you're an expert in, and when business owners should start thinking about retirement savings. Pat also shares insights on what financial professionals make sense in your life at different times.    As entrepreneurs, we know the importance of setting clear expectations and communicating effectively with our team. That's why Pat offers tips on how to get your team on the same page with your business goals.   Pat's valuable insights and actionable advice will help any entrepreneur looking to take control of their financial future and plan for retirement.   What you'll hear in this episode: [4:18] Pat's story of how he got into the finance industry “by accident” [11:30] Recommended avenues that new business owners should begin looking at to invest their money. [13:30] Tips to approach the question “How do I know what to invest my money in?" [20:09] How do business owners know when it is the right time to start looking at investing their money in retirement savings or other wealth-building avenues? [25:50] How do you know what kind of financial professional to use to help you manage your investments? [34:45] Why is your CPA not the right person to ask investing questions? [38:00] The importance of having all of the financial professionals in your business communicating with one another. [48:00] Advice for business owners on where to look for help with their long-term financial planning strategies.   Connect with Pat: Online: Darbyba.com IG + TikTok: @thepatdarby   * Related episodes: 226: Deducting Business Travel 241: Five Key Financial Building Blocks for Your Business 265: Taxes for Real Estate Investors with Chris Picciurro   * Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so * Hire us: https://www.fitnancialsolutions.com/accounting * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator * Find me on IG @shannonkweinstein * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode of The Women's Vibrancy Code, Maraya Brown chats with tax specialist Wanda Watson, and Manifestation Coach, Kathleen Cameron, about how she helped them retake control over their lives. Powerhouse CEOs, Kathleen and Wanda, discuss their respective experiences with Maraya's services. Ranging from putting their needs first in their lives, to receiving truly actionable advice to make the most impact on their physical health from special testing , Maraya's help gave Kathleen and Wanda the greatest chance to be the most healthy versions of themselves.  But, most importantly, in a way that best serves their health now, and where they want their health to be in the future.  Also in this episode: How Marya helped Wanada stay sane and learn to prioritize her needs after many years of putting her family before herself The benefits of group calls and being able to learn from other people who receive Maraya's help Being open to discuss topics you've never discussed before and finding comfort in the change that inevitably comes from Maraya's services How to handle recovery from a sleepless night Why the longevity of your vessel is key to your happiness, ease and flow Investing and/or reinvesting in yourself is another opportunity to step into the best of you Why Maraya is open to truly knowing her clients, seeing them, and giving back what they need to be the best version of themselves How Kathleen freed herself from the physical limitations of her body, and how Maraya helped give her more hope for her future self   About Wanda Watson:  Wanda Watson, EA, a tax strategist, is the owner and founder of Premier Business Solutions, a tax planning and accounting firm located in Chesapeake, VA which services clients throughout the U.S. Premier Business Solution's flagship service consists of assisting elite entrepreneurs with saving thousands of dollars in taxes and increasing profits. They also provide services to include IRS negotiations, tax preparation, and out-sourced CFO services for businesses. Wanda is licensed with the Internal Revenue Service (IRS) as an Enrolled Agent (EA). She holds an M.B.A in Accounting from Colorado Technical University and a B.S. in Accounting from Old Dominion University. Prior to establishing Premier Business Solutions, Wanda worked as senior staff accountant for a Virginia CPA Firm, a managing staff accountant for a Fortune 500 accounting firm as well as an Accounting Technician for the Armed Forces in Travel Disbursements, Paying and Collecting and the Commissary. Her passion is enabling the taxpayer to save on taxes while remaining compliant and assisting taxpayers who find themselves in the unfortunate situation of needing assistance mediating with the IRS. Connect with Wanda: Facebook | Instagram | Linkedin   About Kathleen Cameron: Kathleen Cameron, Chief Wealth Creator, 8-figure entrepreneur, and record-breaking author. In just 2 years, she built a $10 Million dollar business and continues to share her knowledge and expertise with all of whom she connects with. Starting Diamond Academy Coaching Inc in January 2020, Kathleen Cameron has impacted thousands of lives, generated multiple millions in income from coaching programs and supporting courses, co-written a book, written a book, guest appeared on numerous podcasts, and so much more yet to come!  With her determination, unwavering faith, and powers of manifestation, she has helped over 100,000 people attract more love, money, and success into their lives. Her innovative approaches to Manifestation and utilizing the Laws of Attraction have led to the creation of one of the top global success networks, Diamond Academy Coaching, thousands of students have been able to experience quantum growth. The force behind her magnetic field has catapulted many students into a life beyond their wildest dreams and she is just getting started. Kathleen helps others step into their true potential and to become the best version of themselves with their goals met. Connect with Kathleen: Facebook | Instagram | LinkedIn | Youtube | TikTok | Kathleencameronofficial.com   Subscribe To The Women's Vibrancy Code Podcast: Apple Podcast | YouTube | Spotify Connect With The Show: Facebook Page | Linkedin | Website | Tiktok | Facebook Group Make A Connection Call With Maraya Brown: Click here to book   About Maraya Brown: Maraya is a Yale and Functional Medicine Trained CNM, MSN with her undergraduate degree in marketing. She helps women feel turned on by their life, their lover and themselves.  Her work online brings her 21 years of experience supporting women together in one place to co-create deep transformation, energy and passion. Maraya is the founder of this Podcast and does a great deal of work with women to expand their energy, hormones, libido, confidence and much much more.   DISCLAIMER: The podcasts available on this website have been produced for informational, educational and entertainment purposes only. Listeners should take care to avoid program content which may not be suited to them. The contents of this podcast do not constitute medical or professional advice, No person listening to and/or viewing any podcast from this website should act or refrain from acting on the basis of the content of a podcast without first seeking appropriate professional advice and/or counseling, nor shall the information be used as a substitute for professional advice and/or counseling. The Women's Vibrancy Code Podcast expressly disclaims any and all liability relating to any actions taken or not taken based on any or all contents of this site.

In this episode of The Women's Vibrancy Code, Maraya Brown chats with tax specialist Wanda Watson about how people can best maximize their tax return this season. Wanda is a tax strategist, owner, and founder of Premier Business Solutions, a tax planning and accounting firm. Maraya and Wanda discuss ways entrepreneurs can be smart with their taxes and maximize refunds.   Also in this episode:   The differences between a C.P.A and an E.A. .How to incorporate boundary setting into your tax strategy When is it time to bring in a tax strategist Setting financial goals that are 1-5 years into the future The first step to hiring a tax strategist Preparing for your children's financial future Why you need to learn how to run your businesses and circulate money in a healthy and grounded way  Why entrepreneurs need a tax strategy and not just a bookkeeper   About Wanda:  Wanda Watson, EA, a tax strategist, is the owner and founder of Premier Business Solutions, a tax planning and accounting firm located in Chesapeake, VA which services clients throughout the U.S. Premier Business Solution's flagship service consists of assisting elite entrepreneurs with saving thousands of dollars in taxes and increasing profits. They also provide services to include IRS negotiations, tax preparation, and out-sourced CFO services for businesses. Wanda is licensed with the Internal Revenue Service (IRS) as an Enrolled Agent (EA). She holds an M.B.A in Accounting from Colorado Technical University and a B.S. in Accounting from Old Dominion University. Prior to establishing Premier Business Solutions, Wanda worked as senior staff accountant for a Virginia CPA Firm, a managing staff accountant for a Fortune 500 accounting firm as well as an Accounting Technician for the Armed Forces in Travel Disbursements, Paying and Collecting and the Commissary. Her passion is enabling the taxpayer to save on taxes while remaining compliant and assisting taxpayers who find themselves in the unfortunate situation of needing assistance mediating with the IRS.   An offer from Wanda: We offer a free tax review of prior year tax returns to advise of any tax savings that may have been left on the table. The initial discovery session can be scheduled here: Calendly   Connect with Wanda: Facebook | Instagram | Linkedin   Subscribe To The Women's Vibrancy Code Podcast: Apple Podcast | YouTube | Spotify Connect With The Show: Facebook Page | Linkedin | Website | Tiktok | Facebook Group Make A Connection Call With Maraya Brown: Click here to book   About Maraya Brown: Maraya is a Yale and Functional Medicine Trained CNM, MSN with her undergraduate degree in marketing. She helps women feel turned on by their life, their lover and themselves.  Her work online brings her 21 years of experience supporting women together in one place to co-create deep transformation, energy and passion. Maraya is the founder of this Podcast and does a great deal of work with women to expand their energy, hormones, libido, confidence and much much more.   DISCLAIMER: The podcasts available on this website have been produced for informational, educational and entertainment purposes only. Listeners should take care to avoid program content which may not be suited to them. The contents of this podcast do not constitute medical or professional advice, No person listening to and/or viewing any podcast from this website should act or refrain from acting on the basis of the content of a podcast without first seeking appropriate professional advice and/or counseling, nor shall the information be used as a substitute for professional advice and/or counseling. The Women's Vibrancy Code Podcast expressly disclaims any and all liability relating to any actions taken or not taken based on any or all contents of this site.  

It's officially tax season and it's time to get all of your paperwork together. W2s, W9s, 1099s - what are all of these documents? Tax practitioner Aaron Smyle joins us today to offer tax advice, define the differences between employees and independent contractors, and what you need to do to set your business up for success. Aaron Smyle MBA, MST is an Enrolled Agent (EA), a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. ***

“You don't want to have to go back and correct things because we want to file the first time and have the first time be correct. “Tony Watson   Today I am interviewing Tony Watson. He is the Tax Consultant and Keynote speaker for Robert Hall and Associates. He manages over 350 million in holdings and holds a federal license as an enrolled Agent Tax Practitioner. He has presented at hundreds of organizations including through the state of California including FIBI Pasadena. He is an active investor and entrepreneur with almost two decades of experience. He has presented twice at my FIBI Pasadena meeting.    Tony Watson: Was introduced to real estate early on by his family. He is now an active investor, entrepreneur and works full time at Robert Hall and Associates. He has a Bachelor's Degree in Business Administration from Chapman University, and is certified as an Enrolled Agent (EA), Achieved the National Tax Practice Institute (NTPI) Fellow status. In 2016 he received the Glendale Reader's Choice Award for Best Tax Preparer.    TOPICS COVERED IN THE EPISODE   What do tax preparers look for  Why is the tax code so complicated  Following the tax code What is cost basis and why is it important  Active income vs unearned income  How does being a retiree affect your taxes  What are real estate related loss deductions  How to actively participate in real estate during retirement  What is the 51% rule  What is material participation  What are the upcoming changes and tax benefits  Cost segregation elections  Section 1031 How do you access cash out of an asset  Filing for investments in other states, what to do   Listen now and find out how Tony found his Real Estate Breakthrough!   The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every other week and learn everything you need to know to invest in real estate on Youtube, iTunes, Spotify, and more. You can watch Tony's interview on Youtube here.  Find out more about Tony  here:    Website www.RobertHallTaxes.com Phone Text Robert Hall to 72000 for a free consultation 

You can't put a dollar value on your family. But you can make sure their financial future is taken care of in case of unexpected events. Nowadays, we're sold on the idea that banks are our best bet to do this.That's simply not true. Banks only have their interests in mind. And, contrary to popular belief, they're not bulletproof and can go under. Luckily, there are ways in which you can take care of the financial security of your family and create wealth at the same time. That's why you have to listen to today's episode with my guest, Will Duffy. Will is a Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Enrolled Agent (EA) who became a millionaire at age 33 by following the same contrarian wealth-building and tax-saving strategies he teaches his clients. His proven roadmap helps clients realize their financial goals and secure the future of their families. In this episode, you'll learn how the wealthiest people in the world leverage life insurance to build tax-free wealth, the major mistakes to avoid when using life insurance as an investment vehicle, and the bank replacement strategy with much better returns.Key Takeaways with Will DuffyWhy the wealthiest people in the world are the largest purchasers of life insurance. Why the “infinite banking” and “bank on yourself” strategies don't work, and better alternatives you can use instead.Will's bank replacement strategy that will get you guaranteed returns on investment regardless of recessions, stock market crashes, and depressions. The #1 mistake to avoid when using life insurance to invest. The strategy that life insurance companies don't want you to know about that helped Justin save millions of dollars on his life insurance policy. Why do the size and investment portfolio of life insurance companies influence the dividend you're earning with their policies? The benefits of life insurance that aren't activated only by death.Nobody's promised tomorrow. Why it's always better to get life insurance as soon as possible.Free GiftGet Will's free book, Roths for the Rich: How To Fund Your Roth With Over $100,000 Each Year. The book will show you how to accumulate the most money possible while paying the least amount possible to UncleSam — using the Roth IRA. You'll be amazed how much you can sock away tax-free by making the tax laws work for you!To get access to this gift, visit JustinDonald.com/102. Thanks for listening and without further delay, my conversation with Will Duffy!To get access to this gift, visit LifestyleInvestor.com/102Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/101Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Adam P. Scherer, MS, CFP®, EA.   Adam has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS. Currently, Adam serves as the Director of Curriculum of the Bryant University/Boston Institute of Finance (BIF) CFP® education program and BIF Review CFP® exam prep program. At Bryant/BIF, Adam teaches the Tax Planning & Estate Planning courses & teaches on the BIF Review exam prep panel. In the classroom, he maintains a student-centered approach that is both engaging and accessible. Adam strives to simplify the complex and guide students to a point of understanding by using personal anecdotes, odd acronyms, and bad dad jokes. His favorite CFP® exam prep acronym is Ukuleles In A Dive-bar Playing Iron Maiden (for the 7-Step Financial Planning Process)! Finally, he is an esteemed member of the BIF Crew and a regular contributor to the BIF Bites podcast.   Adam is the President and Lead Financial Planner at Greenbeat Financial, a fee-only, independent financial planning firm. Greenbeat Financial proudly serves new and growing families, individuals, and small businesses. Through his personal financial planning work, Adam aims to consistently provide honest, understandable financial solutions, thoughtfully tailored to his client's situations. Adam is the self-appointed poet laureate (#finpoet) of Greenebeat Financial, as well, and he regularly writes financial-themed haikus and limericks.  Helping others through the delivery of financial planning and financial education is a core value for Adam. He is currently serving as Treasurer on the Board of Directors of the Connecticut Chapter of PSI (Postpartum Support International), he is an active contributor to several initiatives at the Foundation for Financial Planning, and he regularly delivers seminars to local communities on important personal planning topics.   Adam lives in West Hartford, Connecticut with his wife, Annie, two daughters, Susanna & Eliza, two dogs Cypress & Juniper, and cat, Nacho. Prior to entering the financial planning industry, Adam was a musician (graduate of the Thornton School of Music at USC) and continues to enjoy making music & writing songs on his guitars. When he's not planning, teaching, hanging with his family, or strumming a guitar, Adam coaches his daughter's basketball and softball teams.   In this episode, you'll discover:

Are you a single member LLC and wondering how to file your income taxes? After watching this video, you will be in a better position to be in good standing with the IRS. In this video we discuss: Single Member LLC - How To File Income Taxes in 2022 Do you have questions about filing income taxes? Let me know your questions in the comments below ⬇️ If you liked this video, make sure to like, comment, and subscribe so we can continue bringing you more videos like these!

Are you ready to file your tax return? If you've made transactions with your cryptocurrency how will you be taxed? In this video we discuss: How Is Your Crypto Taxed? (Know This BEFORE Filing Your Taxes!) Do you have questions about cryptocurrency taxes? Let me know your questions in the comments below ⬇️ If you liked this video, make sure to like, comment, and subscribe so we can continue bringing you more videos like these!

Episode: 169 Will Duffy Join your host David Pere and Alex Felice in this episode with guest Will Duffy as he explains why he personally wouldn't do any of the life insurance policies that are so commonly pitched to people today. One thing should be known to anyone being sold a life insurance policy: most insurance agents we have today only sell for one company. And if your insurance agent works under one insurance company, for Will, that's a conflict of interest to be aware of right there. In this episode, Will talks about the two questions you need to ask when being pitched to a life insurance policy, why the infinite banking concept simply doesn't work, and why the bank replacement strategy is better than any bank account. About Will Duffy: In the world of investing and finance, there are those who follow the crowd and those who know how to turn unconventional strategies into potentially winning hands. Will Duffy became a millionaire at age 33 by following the same contrarian wealth-building and tax-saving strategies he teaches his clients. Not just a financial advisor, Will's specialized excellence as a Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), an Enrolled Agent (EA) lets him create customized, innovative financial plans or partner with a client's current team of CPAs, advisors or attorneys. The author of multiple financial books, and a go-to source for other financial professionals nationwide, The Duffy MethodTM is Will's proven roadmap to help high net worth individuals, family offices, and businesses realize their financial goals. Sponsor: Real Estate Investing 101: https://www.frommilitarytomillionaire.com/teachable-rei   Outline of the episode: [03:52] You can't get too far researching tax planning without running across life insurance [05:52] Will Duffy – on most life insurance policies today [10:16] Dissecting the Infinite Banking Concept (IBC) [14:18] What is a captive agent? [17:03] The red flags with direct recognition policies [21:15] What is lost opportunity cost? [25:28] The Bank Replacement Strategy [30:01] About a family who wants to close an off-market multifamily property and do the bank replacement strategy [35:01] David Pere – on making $600 from a whole life insurance policy after five years [38:46] When someone's pitching you life insurance…   Resources: Website:              https://willduffy.com/ LinkedIn:             https://www.linkedin.com/in/willduffychfc/   Roths For The Rich: How to Fund Your Roth With Over $100,000 Each Year, Book by Will Duffy: https://www.amazon.com/gp/product/B07RGZ35ZK/ref=dbs_a_def_rwt_bibl_vppi_i1   Compound Interest: 10 Financial Truths to Protect Your Wealth, Book by Will Duffy: https://www.amazon.com/gp/product/B01HUOZL0M/ref=dbs_a_def_rwt_bibl_vppi_i2   Follow The Military Millionaire Podcast's journey on: Website:              https://www.frommilitarytomillionaire.com/ YouTube:             https://www.youtube.com/c/Frommilitarytomillionaire/ Facebook:           https://www.facebook.com/groups/1735593999901619/ Instagram:          https://www.instagram.com/frommilitarytomillionaire/   Become A War Room Mastermind Group Member: https://military-millionaire-academy.teachable.com/p/the-war-room   Grab your book copy of The No B.S. Guide to Military Life - How to Build Wealth, Get Promoted, and Achieve Greatness, Book by David Pere: https://www.amazon.com/B-S-Guide-Military-Life-greatness/dp/1736753010   From Zero to One: Real Estate Investing for Beginners: https://military-millionaire-academy.teachable.com/p/from-zero-to-one-real-estate-investing-101   Grab hold of your 2-Week FREE Trial of Propstream Now: https://trial.propstreampro.com/militarytomillionaire/   Sponsor: Real Estate Investing 101: https://www.frommilitarytomillionaire.com/teachable-rei - Real Estate Investing Course: https://www.frommilitarytomillionaire.com/teachable-rei Recommended books and tools: https://www.frommilitarytomillionaire.com/kit/ Become an investor: https://www.frommilitarytomillionaire.com/investor/ - SUBSCRIBE: https://bit.ly/2Q3EvfE - Website: https://www.frommilitarytomillionaire.com/start-here/ Instagram: https://www.instagram.com/frommilitarytomillionaire/ Facebook: https://www.facebook.com/groups/militarymillionaire/ - My name is David Pere, I am an active duty Marine, and have realized that service members and the working class use the phrase "I don't get paid enough" entirely too often. The reality is that most often our financial situation is self-inflicted. After having success with real estate investing, I started From Military to Millionaire to teach personal finance and real estate investing to service members and the working class. As a result, I have helped many of my readers increase their savings gap, and increase their chances of achieving financial freedom! - Click here to SUBSCRIBE: https://bit.ly/2Q3EvfE to the channel for more awesome videos! THIS SITE IS INDEPENDENTLY OWNED AND OPERATED. ALL OPINIONS EXPRESSED HEREIN ARE MY OWN. THE VIEWS EXPRESSED ON THIS SITE ARE THOSE OF THE AUTHOR OR THE AUTHOR'S INVITED GUEST POSTERS, AND MAY NOT REFLECT THE VIEWS OF THE US GOVERNMENT, THE DEPARTMENT OF DEFENSE, OR THE UNITED STATES MARINE CORPS.

This week I'm speaking at Military Money Conference near Raleigh, NC. It's the biggest gathering of the military and money community ever. If you've ever thought about a career in the personal finance field, this conference is for you.  Attendees can expect inspiration and actionable advice and connecting within the personal finance community. Here's all the information  https://milmoneycon.com/register/ Today I'll talk about some of the different career options related to personal finance. First, personal financial planning and Certified Financial Planner (CFP) designation. https://www.cfp.net/why-cfp-certification/why-get-certified CFP's meet with clients to explore what's important to them and create holistic financial plans to meet their unique financial dreams and challenges. CFPs provide advice in a wide range of specialties, like budgeting, planning for transitions, paying for college and retirement, managing risk, taxes, investing, and what ifs like disability or premature death. If you enjoy helping people in a very comprehensive way, this path may be for you. Learn more at The Military Financial Advisors Association (MFAA) which is a nonprofit of independent financial planning experts that specialize in military and veteran families. And we're on a mission to help service members, spouses, and veterans get started in the profession. Check out and the Military to Financial Planner podcastLearn more at the Financial Planning Association (FPA). If you'd like real taste sign up for the FPA Externship https://fpaexternship.org which this year June - July. You get to peek behind the curtain and see over 25 firms and experts at work, and do the work yourself. No experience necessary and all are welcome. It's totally virtual and if you miss a session live, it's recorded. If you are interested in helping people in their financial lives but don't know what that even looks like this will be the best $250 you've ever spent. If you like educating and counseling check out the Association for Financial Counseling & Planning Education® (AFCPE®) It believes in empowering all people to achieve lasting financial well-being through the highest standards of financial counseling, coaching, and education. Their Accredited Financial Counselor (AFC) designation delves into financial issues relevant for lower and middle-class Americans, like managing credit cards and debt, budgeting, and managing cash flows. For  military spouses, this can be a great way to enter the personal finance field,  find volunteer and PAID opportunities. AFCPE also offers special pricing for military spouses.Like people, but love numbers and rules? You might excel as a tax preparer and become an Enrolled Agent (EA). An enrolled agent is a person who can represent taxpayers before the IRS after passing a test covering individual and business tax returns. You could start your own tax return preparation service or work for another preparer. There's volunteer work like the IRS Volunteer Income Tax Assistant (VITA) Program provides free income tax preparation for servicemembers and lower income Americans. There's paid work with commercial tax preparation companies like H&R Block which also provide entry level training, often for free. If you have questions and would like to know more, don't hesitate to reach out. This field is really breaking open opportunities for new faces in different places. Come join the party.

In our current podcast series, I interview the owners of 4 very different financial businesses and we dive deep into their marketing. Today’s episode is the fourth and final of that series. I interview Tiffany Bastian, Enrolled Agent (EA) and Founder of Bastian Accounting—a firm that specializes in helping photographers with their business finances. Tiffany is not your average, boring accountant. It’s counterintuitive, but she makes talking about accounting and numbers exciting and fun (and funny). Tiffany goes behind-the-scenes of her marketing system and shares what works well for her business. Also, Tiffany explains her secret sauce and unique niche that has allowed her business to grow exponentially. Currently, she is hiring her sixth team member.Get show notes and all the links mentioned in this episode here: https://www.bixamedia.com/44/

Did you know as of 2019, 20.1 million people owe the IRS and can't pay.  Taxes may be ruining your life.  Timalyn Bowens is here to help.  As an Enrolled Agent ("EA") she's authorized to represent taxpayers before the the IRS and all 50 states. Listen to Episode 1, which launches on 4/08/22 to learn how she can help you. 

Do you hold cryptocurrency and wondering how to avoid crypto taxes...legally? In this video we discuss: How to avoid crypto taxes...legally by using the #1 crypto tax loophole to help you pay little to no income taxes. Do you have questions about cryptocurrency taxes? Let me know your questions in the comments below ⬇️ If you liked this video, make sure to like, comment, and subscribe so we can continue bringing you more videos like these!

Have your kids asked "what are taxes"? Have you wondered how to teach your kids about taxes? I share how I taught my kids about taxes using simple and effective steps. In this video we discuss: What Are Taxes? - How To Teach Your Kids About Taxes If you liked this video, make sure to like, comment, and subscribe so we can continue bringing you more videos like these!

Do you hold cryptocurrency and concerned about a possible IRS tax audit? In this video we discuss: How to Avoid an IRS Audit of Your Cryptocurrency and what the IRS looks for when they actually do audit a taxpayer who holds cryptocurrency. How are preparing to file your income taxes from cryptocurrency and to make sure you avoid an IRS audit? Let me know why or why not in the comments below ⬇️ If you liked this video, make sure to like, comment, and subscribe so we can continue bringing you more videos like these!

Why do you need an operating agreement for LLCs and S-Corps? Before you form your LLC or S-Corporation it's important to have your operating agreement in place. This document maps our the who, what, when, why and how of your business. An operating agreement organizes who has to authority to make certain decisions like firing employees, taking on debt and more. Do you believe operating agreements are necessary? Let me know why or why not in the comments below ⬇️ If you liked this video, make sure to like, comment, and subscribe so we can continue bringing you more videos like these!

In today's video, we are diving deep into everything you need to know about business partnerships

Michael Plaks is A Russian immigrant who came to the U.S. almost 30 years ago, he is a national authority on IRS taxation and real estate business. Michael is known as a "Black Belt" in real estate taxation, and he frequently writes and speaks on these topics. Michael is a Federally licensed Enrolled Agent (EA) with over 20 year of experience representing clients in dealings with the IRS: audits, letters, collection matters. Welcome to Real Estate Entrepreneurs Podcast! Every week I will be uploading fresh content for you guys, don´t forget to subscribe, this helps me a lot to keep sharing knowledge with all of you. Download the episodes https://realestateentrepreneurs.podbean.com Follow me on social media INSTAGRAM https://www.instagram.com/ricardomrosales/ FACEBOOK https://www.facebook.com/ricardorosalesofficial LINKEDIN https://www.linkedin.com/in/ricardo-rosales-95394234/ MY WEBSITE https://www.ricardorosales.com​​ TWITTER https://twitter.com/Rosales_Reep REAL ESTATE ENTREPRENEURS EVENT AND MASTERMIND https://www.re3mastermind.com

Ms.Tiff Tilton asks tax related questions for various Cash Tracks Financial clients. A wide variety of topics on individual and business taxes will be discussed. We will cover topics such as: What makes the Head of Household filing? Taxable versus non-taxable income? Difference between a W-2 and a 1099? And what documents are needed to file taxes? Why is it important to discuss these topics now? Everyone needs to be ready to file taxes and to plan for tax reduction. The importance of a tax professional such as an Enrolled Agent (EA) is more important now ever before with all the possible tax changes in the next few months. Having an Enrolled Agent assisting you year around will help you reach your goals with a personal financial review and proactive tax planning.

With your business financial and tax landscape constantly changing, who can help you to stay on track to reach your financial goals? Who is uniquely positioned to help you identify your key numbers and help you to build a success business? We will discuss why it is important to locate and utilize a licensed tax professional such as an Enrolled Agent (EA) who will not only do a great job on your tax return, but also will be available all year to help you achieve better results. Learn how having such great service from your tax professional will allow you to devote more time and energy to your business.

With your business financial and tax landscape constantly changing, who can help you to stay on track to reach your financial goals? Who is uniquely positioned to help you identify your key numbers and help you to build a success business? We will discuss why it is important to locate and utilize a licensed tax professional such as an Enrolled Agent (EA) who will not only do a great job on your tax return, but also will be available all year to help you achieve better results. Learn how having such great service from your tax professional will allow you to devote more time and energy to your business.

This special episode with David Warrick from "The Tax Reduction Network" we talk about the potential tax hikes: About: David Warrick, CFP EA has been an accounting and tax professional for over 25+ years, working primarily with businesses owners, the high net worth individual, and the executive seeking personal and business tax reduction advice. Upon graduation from college in 1980, Warrick worked as a financial advisor for several large investment houses in New York. He became a certified financial planner in 1991 to better help his clients with every aspect of their financial lives, including the best way of reducing taxable income on a personal and business level. Mr. Warrick also has the IRS designation of Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent (EA) is a tax practitioner authorized by the United States federal government to represent tax- payers in affairs with the Internal Revenue Service (IRS). The United States Department of Treasury empowers EA's to represent taxpayers for any audits, appeals or collections. David not only has the experience to understand the complexities of the income tax code - he knows how to best navigate them. That includes constantly researching tax reduction strategies that provide 100% legal ways to reduce taxes With the belief that listening is the foundation of a lasting client relationship built on trust and respect, David Warrick’s goal is to provide financial guidance, and advice that you can actually understand and use to help grow your business, show clients how to reduce tax liability and become more financially successful. Specialties: Income Tax and Estate Tax Reduction, Tax Planning, Tax Preparation, Audits, Appeals, or Collections, Accounting, Bookkeeping, Pension Consulting, Crypto- Currency Return Preparation and Crypto-Currency Tax Consultation for crypto- currency business owners, traders, and hobbyists at every level. When was the last time your tax advisor or accountant called you and said, "I have a few ideas that can reduce your income tax."​ If the answer is never, go to thetaxreductionnetwork.com and sign up for our 2 minute tax reduction strategies video newsletter. Speak To The Tax Reduction Network Today For "Real Clear Tax Advice" On Today's Show David Discusses How our utility bill will rise Small employers face tax hikes How the USA will have the highest corporate taxes Taxes will rise in every state How investors are affected And much more.... Podcast Links https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbk5RTDc4YjJoNXYxNFF2ZDI3VVM0Rm5COWU0QXxBQ3Jtc0tuVWdtWHFxVklfSDN0M1N5NTFrRkdZZC1Ha1pwOGdwSTNWUjhSdGJ3SXpLMlpTcmx3VDdPb0F5ZmtXaHdlSnJyZ2wtX1ktUTh4eVpQWXE5NENrcGdScjZTLWlHMDByUXRkZzhFelBHTnkzT3dGc1ktVQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fthetaxreductionnetwork%2F (https://www.linkedin.com/in/thetaxred...)​ https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbW9XUjlkbllRUUNGc25tMXhUU1BXdjlDUXZfd3xBQ3Jtc0trUGRZRkNtLVE2ck9BbkttcWxlclVRQWRNZEdVNHJDZl9yb1FSc3VvblBiUi1ULU5laEQ4RG9qN0Fzb2k0SDBtdVFSTC1LMENiT1FUaTJpc1luWVNMVU4zMTF3ZWRhY3NyZ1V0NXUwd3lnMk9sRlB3Yw&q=https%3A%2F%2Fwww.thetaxreductionnetwork.com%2F (https://www.thetaxreductionnetwork.com/)​ https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblIwc2UxWXV5M0FlUFhyZXdXWnN2WDlLZnN4QXxBQ3Jtc0tuSEtqN0FGR0FGUDlKNnByZ2RxcHFVZm0wblZHUjQ4cXZwalBqeWNUVHZucFFSaUUxRDhRYmpjV09mYjE0NUJkS0pOQWxnMk5ha1ppYW9mZzhacGc4c0hYazE3dDdlRkxtMjhuSW84b0NwU1pXamNBSQ&q=https%3A%2F%2Fwww.thetaxreductionnetwork.com%2Fcategory%2Flatest-videos%2F (https://www.thetaxreductionnetwork.co...)​...

Kenneth Kastner is an Israeli-based CPA who is an Enrolled Agent (EA) in the United States which allows him to represent taxpayers before the IRS. He is the Founder and CEO of Kastner Tax Solutions, LLC, where he provides tax preparation, personal tax planning, tax advisory, and accounting services. In this episode… Everyone talks about the 1031 Exchange to avoid double taxation when investing in U.S. real estate. But what many don't know is that the 1031 exchange is not always the best option for non-US citizens who want to avoid being taxed twice for their real estate investments in the U.S.  So what options are available to them and how can they access these options? On this episode of the Tax Resolution Ninja Show Allan Rolnick interviews Kenneth Kastner of Kastner Tax Solutions, LLC to talk about the different ways non-U.S citizens can avoid double taxation on their U.S. real estate investments. He also shares how he can help his clients and compares the real estate liabilities that go with investments in the U.S. and Israel. Stay tuned.

Jeffrey Schneider is the owner of SFS Tax & Accounting Services and is considered one of America's leading tax experts. His company helps taxpayers with tax-related matters, such as bookkeeping, IRS tax audits, tax planning and consulting, and more.  Jeffrey is an Enrolled Agent (EA), a Certified Tax Resolution Specialist (CTRS), an Advanced Crypto Tax Expert (ACT-E), and a Fellow of the National Tax Practice Institute (NTPI). He was also a President of the Florida Society of Enrolled Agents, the Palm Beach Chapter and Treasure Coast Chapter, and he was a former Director on the Board of the National Society of Enrolled Agents (NSEA). In 2018, he was appointed to the Internal Revenue Service Advisory Council (IRSAC) and named Top Practitioner for the American Society of Tax Problem Solvers (ASTPS).  Jeffrey also the author of the Now What? Help! series and has over 40 years of experience working with taxpayers to resolve their individual and business IRS problems and free them from the burden of tax concerns. In this episode… Due to the Covid-19 pandemic, the IRS has extended the due date from April 15, 2020 to July 15, 2020 for both filing federal income tax returns and making federal income tax payments. It's easy to ignore the letters from the IRS when they're trying to collect money from you, but if you don't address the issues you're facing head on, it can lead to even more problems in the long run. Hiring an expert to help you navigate your tax problems will give you peace of mind and ensure you get your tax issues handled in a timely and efficient manner. Join Allan Rolnick in this episode of The Tax Resolution Ninja Show as he interviews Jeffrey Schneider from SFS Tax & Accounting Services. Jeffrey shares how he got into the tax business, the upcoming July 15th tax filing deadline, and the importance of connecting with a tax expert to help you tackle issues with the IRS. Stay tuned.

In today's episode, we are doing things a little differently! AGAIN! We have TWO guests: my friend, Derrek Trickel, and his friend, Terry Whitener, to talk about their jobs as Tax Practitioners. We discuss what kind of people are suited to become practitioners, how taxes are easier than people think, the role of A.I. on the future of the profession, how the COVID-19 changes are affecting people, how the tax code affects the marijuana industry in California, as well as demystifying some misconceptions about the IRS and taxes. If you would like to know more information or find an organization near you, check out the National Association of Tax Professionals, or the National Association of Enrolled Agents. Look for an Enrolled Agent (EA) or Certified Public Accountant (CPA) course near you to start practicing! If you have specific questions, you can contact Derrek on Instagram @11dtrick. For questions, comments, concerns, or support, follow the podcast on Instagram @the_get_rich_podcast, or email me at thegetrichpod@gmail.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

With the Flexibility Act, the SBA has implemented some changes to the Paycheck Protection Program (PPP) loan that is GREAT news for designers and other business owners. In this episode of the Wingnut Social Podcast, Aaron Smyle returns to share the changes that have been made and what it means for YOU. Don’t miss this timely episode! Aaron Smyle has an MBA, MST, and is an Enrolled Agent (EA), a federally-authorized tax practitioner who has technical expertise in the field of taxation. Aaron Launched Smyle & associates in 2010 and serves the NYC area with a special emphasis in restaurants, retailers, creative businesses, medical practices, and law firms.  What You’ll Hear On This Episode of Wingnut Social [4:57] What is the Flexibility Act? [7:51] Natalie got it strictly based on payroll averages [10:56] Where do you apply for forgiveness? [12:20] How the funds have to be spent has changed [14:01] How to make sure you qualify for forgiveness [15:47] The revised payment terms of the loan [20:20] Other notable changes with the flexibility act [23:29] What does the allowance for paying taxes mean? [25:00] What records you may need to provide [26:25] Connect with Aaron Smyle [27:31] What up Wingnut! Round [33:34] Blooper Reel! Connect with Aaron Smyle Smyle & Associates Aaron on LinkedIn Smyle & Associates Instagram Call at 212-356-3997 Resources & People Mentioned Wingnut Social Episode 136: CARES Act Paycheck Protection Program Flexibility Act SBA New Rules for PPP Loan PPP Loan Forgiveness Application (will likely be amended) How the flexibility act changes the PPP loan terms If you originally applied for the PPP loan, the terms of forgiveness were hazy and how you could use the money was complicated (Aaron laid out the CARES act and PPP loan in episode 136 if you missed it). Here are the primary changes that have been implemented in the flexibility act:  Originally you had 8 weeks to bring your payroll up to normal numbers/use the funds. Now, the time has been extended to 24 weeks—if necessary—and will end December 31st, 2020. Originally, at least 75% of the loan had to be spent on payroll to be forgiven. The other 25% could be spent on rent, utilities, and interest charges. Now it’s been changed to a 60/40 split—60% minimum on payroll and 40% between rent, utilities, and interest. Lastly, if you spent the money in other areas the money would roll into a loan versus being forgiven. The original loan repayment terms were to be over a 2-year period. Now you have 5 years to pay back the loan—at only a 1% interest rate.  Currently, you still have until June 30th to apply for the PPP loan. For some business owners, that date is reaching your original 8 weeks. So if you can’t get your payroll numbers up by then, consider extending to the 24 weeks.  What is the next step for designers?  If you haven’t yet applied for the PPP loan because of the repayment terms, inability to operate your design firm, etc. you still have time to apply. The repayment terms are favorable even if you can’t get your loan forgiven. So if you need the funds, there is still approximately $120 billion left in the program (at the time of recording).  If you’ve applied for and received the loan, you’re probably wondering how to apply for forgiveness. The current application is linked in the resources above. However, Aaron points out that it’s likely to be revised. When banks begin accepting the forgiveness paperwork, you’ll bring the application to the bank you received the loan through.  You’ll need to be prepared with documentation. Aaron recommends reading over the application so you can begin gathering the necessary information, which may include: payroll reports (quarterly and weekly), proof of differences or reductions in pay, canceled checks, bank statements indicating amounts for payroll, canceled rent checks, etc.  For discussion about each of these topics, detailed descriptions from Darla and Natalies’ go-to tax professional, and other need-to-know information, tune in to this important episode of the Wingnut Social podcast!  Connect With Darla & Wingnut Social www.WingnutSocial.com On Facebook On Twitter: @WingnutSocial On Instagram: @WingnutSocial Darla’s Interior Design Website Check out the Wingnut Social Media Lab Facebook Group! 1-877-WINGNUT (connect with us for your social media marketing needs) Wingnut Social Podcast Sponsor  Article Modern Furniture Subscribe to The Wingnut Social Podcast on iTunes, Google Podcasts, or TuneIn Audio Production and Show notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

The CARES Act is the topic of discussion around the USA right now—and for good reason. It’s providing economic relief in a time of great need. But it also plays a huge role in economic relief for small businesses. Darla and Natalie have been trying to muddle through what it means for their business and decided to ask a professional—Aaron Smyle.  Aaron is the owner of Smyle & Associates, tax consultants that serve businesses and individuals in the New York City area. He has an MBA, MST, and is an Enrolled Agent (EA), a federally-authorized tax practitioner who has technical expertise in the field of taxation. In this episode of Wingnut Social, he breaks down how the CARES Act helps small businesses. What You’ll Hear On This Episode of Wingnut Social [3:06] Aaron Smyle makes the CARES Act understandable [5:12] How does the Payroll Protection Program work? [11:18] Implications for S Corps and solopreneurs [14:27] Details on the Economic Injury Disaster Loan  [25:28] Aaron explains the Tax Cut and Jobs Act [27:40] Enhancement of charitable contributions [29:20] Is this the wake-up call that we need? [30:35] Why you should pay your taxes if you owe them [34:32] Deductions that do not apply [38:33] Connect with Aaron Smyle [44:22] Blooper Reel! Connect with Aaron Smyle Smyle & Associates Aaron on LinkedIn Smyle & Associates Instagram Resources & People Mentioned CARES Act Payroll Protection Program Economic Injury Disaster Loan COVID-19 Economic Injury Disaster Loan Application How can the CARES Act help small interior-design businesses? As of April 3rd, registration will open online for the CARES act. The Payroll Protection Program (PPP) was part of the legislation that was passed. So what is it? At its core, it’s a forgivable loan from the government to help cover payroll for 8 weeks. You’re allowed to borrow 2.5x the monthly average of your yearly payroll costs (wages, independent contractors, health insurance costs, and retirement benefits are included in the calculation). It also includes owners’ compensation. As a simple example, if your average payroll is $10,000 a month, you can borrow up to $25,000 through the PPP. Eligible expenses that can be considered for forgiveness are rent, utilities, interest payments, and payroll. The caveat is that you HAVE to keep people on the payroll.  If you do not have people on payroll (or wages being paid out), only an amount up to 25% of what is borrowed can be forgiven for rent, utilities and interest. If you’ve already laid some people off, you have until June 30th to hire them back and prove that you’re consistently paying the payroll that you were prior to the coronavirus pandemic.  If your numbers track correctly and you’ve proven you’ve retained your employees, the whole loan amount will be forgiven. At this time, the assistance is for 2 months. If the Coronavirus pandemic persists longer than projected, they may need to pass further legislation. Keep listening as Aaron covers some details for S-Corps, interest rates if your loan is not completely forgiven, and more.  Consider the Economic Injury Disaster Loan  Aaron points out that small business owners should apply for the Economic Injury Disaster Loan (EIDL)—where the first $10,000 is technically a grant. Supposedly, you should have access to the funds within 3 days of applying and no proof is necessary (unlike the records required for the PPP). You can still apply for the PPP, but the $10,000 will be subtracted from the amount that would be forgiven. So if you qualify for $50,000, $40,000 would be forgiven to account for this $10,000 grant. The EIDL is the best option for solopreneurs as it is eligible to cover their wages AND it can roll over into a loan if necessary.  During this time, payroll taxes that you owe can be deferred for a period of time. Aaron implores you to pay this if at all possible. If you go out of business, you as the owner will be personally liable for those taxes and required to pay them back. Aaron points out that we are all facing uncertainty and that you need to step back and evaluate and make the correct decision for your business despite your emotions. Aaron poignantly states,“Don’t make short-term decisions that have long-term consequences”.  Be sure to listen to the entire episode—Aaron unpacks the Tax Cut and Jobs Act, enhancement of charitable contributions, and all of the little details around relief for your small business.  UPDATE: We told you this was moving fast.  A recent update disallowed the payment of 1099 contractors from the definition of “payroll costs” going into the equation of what can be borrowed.  The definition is now:  Payroll costs consist of compensation to employees (whose principal place of residence is the United States) in the form of salary, wages, commissions, or similar compensation; cash tips or the equivalent (based on employer records of past tips or, in the absence of such records, a reasonable, good-faith employer estimate of such tips); payment for vacation, parental, family, medical, or sick leave; allowance for separation or dismissal; payment for the provision of employee benefits consisting of group health care coverage, including insurance premiums, and retirement; payment of state and local taxes assessed on compensation of employees; and for an independent contractor or sole proprietor, wage, commissions, income, or net earnings from self-employment or similar compensation. Connect With Darla & Wingnut Social www.WingnutSocial.com On Facebook On Twitter: @WingnutSocial On Instagram: @WingnutSocial Darla’s Interior Design Website Check out the Wingnut Social Media Lab Facebook Group! 1-877-WINGNUT (connect with us for your social media marketing needs)   Subscribe to The Wingnut Social Podcast on iTunes, Google Podcasts, or TuneIn Audio Production and Show notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Apple Podcasts Rate and Review for SpotOn Will Duffy is a Chartered Financial Consultant (ChFC) for Accelerated Wealth, a wealth management firm that customizes wealth creation strategies for each client. He is the author of The Other Side of the Coin, where he talks about mortgages and compound interest. He is also a Retirement Income Certified Professional (RICP) and an Enrolled Agent (EA). The best testament to Will’s expertise on the subject of wealth creation and management is how he became a millionaire at 33.  Will joins us to discuss the best ways you can take advantage of compound interest and wealth management before you retire. He shares where he found his passion for building wealth and explains some of the laws that can benefit business owners regarding tax benefits and tax avoidance. Will also describes the changes he enacted in his life that allowed him to become a millionaire at a young age.  “Cookie-cutter approaches just don’t work in this day and age.” - Will Duffy Today on Spot On Insurance: What his life was like while growing up and when he became passionate about wealth creation. His favorite sport and how it affected his college degree of choice. Why he has so many designations and what made him pursue them. The important aspects of financial planning that are often neglected. Reactive tax planning vs proactive tax planning. Financial strategies that can help businesses with tax benefits. Why most businesses fail today and what causes them to fail. Why working less is a significant event in people's lives. The different ways to properly exit a business as an owner. Why compound interest is at the center of wealth creation. What to expect from the book The Other Side of the Coin. How people can take advantage of the Roth IRA. The tax benefits Will now has after he moved to Puerto Rico. The changes that allowed him to become a millionaire at 33. His advice to those who want to become successful in this industry. Key Takeaways: In a perfect world, you would begin planning for selling your business about two years before you sell. If you mess up the biggest purchase in your life, that's going to have a negative impact on your overall well-being for the rest of your life. As you grow, as you build businesses, you really need to be working on creating a team around you. Resources Mentioned: Book: Nothing Down by Robert G. Allen Connect with Will Duffy: Accelerated Wealth Email: will@duffymethod.com Phone: (720) 600-7070 The Other Side of the Coin - Mortgages The Other Side of the Coin - Compound Interest Roths for the Rich This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

In this episode of Java with Joe, Host Joe Chandler talks with Teresa Bilsky, and Enrolled Agent (EA) at Bilsky Financial Group in Richardson, Texas. Teresa explains the difference between tax professionals who operate as EA, CPA, or tax specialist. Enjoy your favorite 'cuppa Joe' while you discover some widely misunderstood tax strategies that can make the difference in your end game. It's all about what you truly want to get out of your business! Reach out to Teresa at Bilsky Financial Group, call 469-567-3017 today. Connect with them on Twitter, Facebook, and Instagram.Java with Joe is sponsored by:NJ Painting and Remodeling (973) 896-2650The Cocoa Exchange, TheCocoaExpert.com (952) 221-2440Sweeps N Ladders (469) 777-8432Sometimes things do not always go your way and you need to revive your business. Joe Chandler helps you find ways to uniquely market your business, both traditionally and groundbreaking. Never Surrender! Click here to join the Java with Joe show on Facebook.Java with Joe is produced by OffBeat Business Media for the OBBM Network and affiliates. The OBBM Network Podcast is available oniTunes and Google Play Music, or download the OffBeat Business app to get all OBBM Network programs in the palm of your hand. To be a guest or sponsor Java with Joe, call 469-712-4Joe.(c) All Rights ReservedSupport the show (https://offbeatbusiness.com/discountmembership/#join)

Grace Taylor is US tax professional and Enrolled Agent (EA), specialising in US tax for expats and digital nomads, as well as for nonresidents of the US. Her tax practice, Gracefully Expat LLC, is a location independent business, which she founded in 2017 following a nearly 10 year career in a Big Four accounting firm. Originally from Canada, Grace has lived in the US, South Africa, and Ireland, and is now a digital nomad spending most of her time in Europe.

ABBY EISENKRAFT Business Name: Real Life Tax Advice Website: RealLifeTaxAdvice.com Email: abby@reallifetaxadvice.com Facebook: Abby Eisenkraft@RealLifeTaxAdvice Abby Eisenkraft is the CEO of Choice Tax Solutions Inc. She is a federally licensed Enrolled Agent (EA), an Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP) and a Chartered Retirement Planning Counselor (CRPC). She has gained a reputation for successfully dealing with difficult tax problems, including those previously unsolvable by other tax professionals. She currently specializes in tax controversy cases such as federal and state tax audits, non-filer cases, residency audits and international matters.

Butterflies of Wisdom is a podcast where we want to share your story. We want to share your wisdom if you have a small business, if you are an author or a Doctor, or whatever you are. With a disability or not, we want to share your story to inspire others. To learn more about Butterflies of Wisdom visit http://butterfliesofwisdom.weebly.com/ Be sure to FOLLOW this programhttps://itunes.apple.com/us/podcast/wins-women-of-wisdom/id1060801905. To learn how Win walk and about Ekso go to http://www.bridgingbionics.org/, or email Amanda Boxtel atamanda@bridgingbionics.org. John L is a sponsor and check him at https://www.facebook.com/profile.php?id=100009152577407&fref=ts.   On Butterflies of Wisdom today, Best-Selling Author, Win C welcomes Abby Eisenkraft. Abby is the CEO of Choice Tax Solutions Inc. She is a federally licensed Enrolled Agent (EA), an Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP) and a Chartered Retirement Planning Counselor (CRPC). Abby started her career in tax as a preparer, and quickly gained a reputation for successfully dealing with difficult tax problems, including those previously unsolvable by other tax professionals.She currently specializes in tax controversy cases such as federal and state tax audits, non-filer cases, residency audits, international matters, etc. Abby is passionate about defending taxpayer’s rights before the IRS and State Taxing Authorities. She is a speaker on various tax and financial topics, a consultant (specializing in the self- employed), and is often quoted in the press as a tax and financial expert. To learn more about Abby visithttp://reallifetaxadvice.com/. To learn more about Win Kelly Charles visithttps://wincharles.wix.com/win-charles. To follow Win on Twitter go to @winkellycharles. Please send feedback to Win by email her at winwwow@gmail.com, or go to http://survey.libsyn.com/winwisdom and http://survey.libsyn.com/thebutterfly. To be on the show please fill out the intake at http://www.bit.ly/bowpodcast. Butterflies of Wisdom sponsored by The Muscle Memory Group powered by Professor John. John L is a sponsor and check him at https://www.facebook.com/profile.php?id=100009152577407&fref=ts. This is a 20% off code for www.gracedbygrit.com. The code will be XOBUTTERFLIES. To learn about the magic of Siri go tohttps://www.udemy.com/writing-a-book-using-siri/?utm_campaign=email&utm_source=sendgrid.com&utm_medium=email. If you want to donate Butterflies of Wisdom, please send a PayPal donation to aspenrosearts@gmail.com or aspenwin@gmail.com. Please send a check in the mail so 100% goes to Bridging Bionics Foundation.    In the Memo section have people write: In honor of Win Charles.    Send to:  Bridging Bionics Foundation  PO Box 3767 Basalt, CO 81621  

Butterflies of Wisdom is a podcast where we want to share your story. We want to share your wisdom if you have a small business if you are an author or a Doctor, or whatever you are. With a disability or not, we want to share your story to inspire others. To learn more about Butterflies of Wisdom visit http://butterfliesofwisdom.weebly.com/ Be sure to FOLLOW this program https://itunes.apple.com/us/podcast/wins-women-of-wisdom/id1060801905. To find out how Win walk and about Ekso go to http://www.bridgingbionics.org/, or email Amanda Boxtel at amanda@bridgingbionics.org. John L is a sponsor and checks him at https://www.facebook.com/profile.php?id=100009152577407&fref=ts.   On Butterflies of Wisdom today, Best-Selling Author, Win C welcomes Abby Eisenkraft.Abby is the CEO of Choice Tax Solutions Inc. She is a federally licensed Enrolled Agent (EA), an Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP) and a Chartered Retirement Planning Counselor (CRPC). Abby started her career in tax as a preparer and quickly gained a reputation for successfully dealing with severe tax problems, including those previously unsolvable by other tax professionals.She currently specializes in tax controversy cases such as federal and state tax audits, non-filer cases, residency audits, international matters, etc. Abby is passionate about defending taxpayer’s rights before the IRS and State Taxing Authorities. She is a speaker on various tax and financial topics, a consultant (specializing in the self- employed), and is often quoted in the press as a tax and financial expert. To learn more about Abby visithttp://reallifetaxadvice.com/. To find out more about Win Kelly Charles visithttps://wincharles.wix.com/win-charles. To follow Win on Twitter go to @winkellycharles. Please send feedback to Win by email her at winwwow@gmail.com, or go tohttp://survey.libsyn.com/winwisdom and http://survey.libsyn.com/thebutterfly. To be on the show, please fill out the intake at http://www.bit.ly/bowpodcast. Butterflies of Wisdom sponsored by The Muscle Memory Group powered by Professor John. John L is a sponsor and check him at https://www.facebook.com/profile.php?id=100009152577407&fref=ts. This is a 20% off code for www.gracedbygrit.com. The code will be XOBUTTERFLIES. To learn about the magic of Siri go tohttps://www.udemy.com/writing-a-book-using-siri/?utm_campaign=email&utm_source=sendgrid.com&utm_medium=email. If you want to donate Butterflies of Wisdom, please send a PayPal donation to aspenrosearts@gmail.com or aspenwin@gmail.com. Please send a check in the mail so 100% goes to Bridging Bionics Foundation.    In the Memo section have people write: In honor of Win Charles.    Send to:  Bridging Bionics Foundation  PO Box 3767 Basalt, CO 81621   Thank you Win  

Diane Gardner, Your Tax Coach, is a Quilly Award recipient and the best-selling author of Stand Apart and Why Didn’t My CPA Tell Me That? She recently released her fifth book, Stop Overpaying Your Taxes!  11 Ways Entrepreneurs Overpay and How to Stop It Now! Diane specializes in saving small business owners between $5,000 and $50,000 per year in 60 minutes or less through proactive tax planning. To date she has saved over $417,000 in tax for her clients. She is a licensed Enrolled Agent (EA), which allows her to prepare income tax returns and to represent taxpayers in all fifty states. Diane is also a QuickBooks Pro advisor, an Accredited Tax Preparer (ATP), and a Certified Tax Coach (CTC).  Certified Tax Coaches are an elite group of professionals who focus on helping businesses and individuals pay the least amount of tax that is legally possible. Diane has worked hard to make her businesses stand apart from other accounting and tax professionals by specializing as a tax coach. Her personal goal is to make sure business owners are not overpaying their taxes, by utilizing proactive tax planning. Her clients also benefit from her coaching and mastermind groups. She is the leader of the Business Breakthrough Mastermind Group, which meets in her hometown of Rathdrum, Idaho and her Get Off the Wheel virtual masterminding and coaching program. When Diane isn’t busy working with business owners, she is a devoted wife, mother, and grandmother. Her toddler grandson, Braden, is a very important part of her life, and she is fortunate to be able to spend quite a bit of time with him. Diane is quite active in her church and serves on the board of the Twin Lakes Friends Camp, which offers summer camping programs for kids. She is also active in her community and in several local Chambers of Commerce. For more information about any of the information Diane has presented, you may reach her by calling Diane Gardner the Mad Marketing Accountant Diane Gardner, Your Tax Coach, is a Qub illy Award recipient and the best-selling author of Stand Apart and Why Didn’t My CPA Tell Me That? She recently released her fifth book, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop It Now! Diane specializes in saving small business owners between $5,000 and $50,000 per year in 60 minutes or less through proactive tax planning. To date she has saved over $417,000 in tax for her clients. She is a licensed Enrolled Agent (EA), which allows her to prepare income tax returns and to represent taxpayers in all fifty states. Diane is also a QuickBooks Pro advisor, an Accredited Tax Preparer (ATP), and a Certified Tax Coach (CTC). Certified Tax Coaches are an elite group of professionals who focus on helping businesses and individuals pay the least amount of tax that is legally possible. Diane has worked hard to make her businesses stand apart from other accounting and tax professionals by specializing as a tax coach. Her personal goal is to make sure business owners are not overpaying their taxes, by utilizing proactive tax planning. Her clients also benefit from her coaching and mastermind groups. She is the leader of the Business Breakthrough Mastermind Group, which meets in her hometown of Rathdrum, Idaho and her Get Off the Wheel virtual masterminding and coaching program. When Diane isn’t busy working with business owners, she is a devoted wife, mother, and grandmother. Her toddler grandson, Braden, is a very important part of her life, and she is fortunate to be able to spend quite a bit of time with him. Diane is quite active in her church and serves on the board of the Twin Lakes Friends Camp, which offers summer camping programs for kids. She is also active in her community and in several local Chambers of Commerce. For more information about any of the information Diane has presented, you may reach her by calling (800) 841-0212 or (208) 687-0508 or by going to her Web sites: www.AdeptBusiness.biz www.TaxCoach4You.com Books: Obamacare Survival Guide www.taxcoach4you.com/books/obamacare-survival-guide/ 10 Most Expensive Tax Mistakes That Cost You Thousands! www.taxcoach4you.com/books/tax-mistakes/ Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop It Now www.taxcoach4you.com/books/stop-over-paying-your-taxes /