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Dave and Chuck the Freak talk about the studio being cold, National Fun At Work Day, National Croissant Day, woman put JBL Speaker up butt and has viewers pick the song, guy who taste tests hot dogs through a glory hole, woman's TikTok review goes viral because of helmet hair, stripper decapitated boyfriend, man tried to break Luigi out of jail, the south hit by winter storm, woman spotted walking across Detroit River, man crushed twice in garbage truck compactor, lady slaps a woman during road rage incident, family protects calf from the cold, woman becomes first American woman to row solo across the Atlantic, couple asked ChatGPT for baby names, Bill Belichick Hall of Fame snub, how much it would cost to attend Super Bowl, how excited Americans are for the Olympics, biggest Tennessee Vols fan meets Peyton Manning, Blake Lively voice memo, most streamed shows, new dating show on Netflix, host of Naked Attraction says the virgin was craziest guest, guy bought flowers and chocolates for stripper using fake money, devil's threesome in back of tuk-tuk in Thailand, billionaire dies after penis enlargement surgery, woman is squishing guys for cash, FedEx worker didn't know she was pregnant, woman grew 3rd boob, Ask Dave & Chuck The Freak, update on Dave and Kim, met a butter face, gained weight and she wants more sex than him, brother has weird obsession with his GF, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A woman in Iowa gave birth at a FedEx facility...and she didn't even realize she was pregnant! What's your bizarre birth story?

This audio clip from Erik Qualman's #1 bestselling book The Focus Project dives into the advantages of waiting and explains how lot of the times it's better to play the long game.   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

Today on the Woody and Wilcox Show: Wilcox gets worked up about mayonnaise; Fun With Football Audio; Siegfried and Roy series on Apple TV; New Rachel McAdams movie Send Help; Release Your Tight End Super Bowl commercial about prostate cancer; FedEx employee did not know she was pregnant and gave birth on the bathroom floor; Oklahoma legislators want strippers to be licensed; Trevor Noah hosts the Grammys; And more!

We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us!Customers have high expectations in their transaction experiences that do not end with the purchase. Today's empowered and convenience-focused consumers want easy returns, and FedEx is on a mission to make that a reality using AI as a tool to improve the experience.  Join Shelley and Jason Brenner, Senior Vice President Digital Portfolio at FedEx as they delve into the fascinating world of returns logistics and how the process has evolved. Jason says consumer familiarity with ‘no box, no label' returns jumped from 37 percent to 48 percent in just one year. He attributes the increase to consumers' perceived value around the experience. “Nearly half of U.S. customers say they're now familiar with ‘no box, no label' returns and the usage continues to increase year over year; the reason is that once shoppers try it, they understand how convenient and how low stress it can be,” he adds. Their conversation deconstructs shipping logistics and reveals why confidence comes from predictability and visibility that is grounded in a simple UX supported by reliable communications with thoughtful updates throughout the post-purchase journey. As with any customer service, trust, reducing stress and anxiety and managing expectations are crucial. Listen and learn how this iconic logistics organization continues to push the envelope to deliver better customer experiences.Special Guest: Jason Brenner, Senior Vice President Digital Portfolio, FedExFor more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

D&P Highlight: How do you NOT know you're pregnant? Unexpected delivery at a FedEx facility. full 491 Thu, 29 Jan 2026 19:55:00 +0000 aPurYMG5fH3ozHcGLYIOFDsIS3z1dFc7 news The Dana & Parks Podcast news D&P Highlight: How do you NOT know you're pregnant? Unexpected delivery at a FedEx facility. You wanted it... Now here it is! Listen to each hour of the Dana & Parks Show whenever and wherever you want! © 2025 Audacy, Inc. News False

How to Use AI for B2B Storytelling Without Losing Your Brand So many B2B companies and marketing teams waste budget on generic content that fails to resonate or support core business goals. In an era where AI-generated is everywhere, smaller B2B brands often struggle to maintain a unique identity while competing against larger firms with massive content engines. The key to staying relevant lies in a B2B brand’s ability to be authentic, human-centric, and strategically consistent despite the pressure to automate everything. So how can B2B brands effectively integrate AI into their marketing workflows without losing their unique voice and brand integrity? That's why we're talking to Nick Usborne (Founder, Story Aligned), who shared his expertise on leveraging AI through the lens of strategic storytelling. During our conversation, Nick discussed the critical distinction between simple narrative and a brand’s unique story, highlighting a significant gap where only 7% of top AI prompt libraries actually focus on storytelling. He shared actionable advice on building a “story vault,” training staff to avoid “brand drift,” and enforcing consistent AI usage to maintain the trust of the audience. Nick also underscored the importance of keeping human elements at the forefront of content creation to prevent AI from feeling overly mechanical, and advocated for a balanced approach that ensures scalable growth without sacrificing a brand's authenticity. https://youtu.be/dtgvg2-XXoU Topics discussed in episode: [02:53] The “Why” Behind AI Adoption: Why companies must embrace AI not just for efficiency, but to avoid being left behind by competitors who are already scaling their reach.  [04:10] The “Moat” of Storytelling: Why narrative and voice can be easily copied by AI, but your brand's unique “lived story” is the only defensible moat you have.  [11:27] Pitfalls of Inconsistent AI Use: The dangers of “shadow AI” use by employees (e.g., Using personal accounts vs. company custom GPTs) and how it leads to brand drift.  [16:46] The Human Element vs. AI: Nick explains why AI can describe the beach but can't “feel the sand between its toes,” and why human “messiness” is key to connection.  [24:26] Building a Story Vault: Nick provides a practical framework for formalizing your brand's folklore—from founder stories to customer service wins—so they can be systematically used in AI content.  [28:17] Actionable Steps for Marketers: Three immediate steps to take: build your story vault, interview key stakeholders (founders, early employees), and analyze customer service transcripts for sentiment.  [30:11] The Problem with “Killer Prompt” Libraries: Why copying “top 20 prompt” lists is a strategic mistake that leads to generic, non-differentiated content. Companies and links mentioned: Nick Usborne on LinkedIn  Story Aligned  Transcript Nick Usborne, Christian Klepp Nick Usborne  00:00 AI can do a wonderful job in many ways, but it’s never walked down the beach and felt the sand between its toes. It’s read about it. It’s never eaten ice cream. It’s read about that, but it’s never felt it. So that’s what I mean by lived experience. I think that content and stories that truly resonate with people you use those kind of touch points the the deeply human side of being alive. And like, say, I think AI can get close when you prompt it really well, but also, there’s a messiness that makes us recognize one another, the little mistakes we make. That’s what makes us human. We are messy. AI, it’s not very good at being messy. You can ask it to be messy, and it’ll try to figure that out, but it’s really not the same. And like I say, I think people are very sensitive to this kind of nuance. Christian Klepp  00:51 When brands rely on the same AI tools and prompts, they start to sound like everyone else. That loss of voice can hurt trust and lead to something called Brand drift. So how can B2B Marketing teams scale content with AI while staying true to their story? Welcome to this episode of the B2B Marketers in the Mission podcast, and I’m your host, Christian Klepp, today, I’ll be talking to Nick Usborne, who will be answering this question. He’s the Founder of Story Aligned, a training program for Marketing teams that want to scale content using AI while protecting the integrity of their brand story and voice. Tune in to find out more about what this B2B Marketers Mission is. Mr. Nick Usborne, welcome to the show, sir.  Nick Usborne  01:32 Thank you very much. Thank you Christian. Thank you for having me.  Christian Klepp  01:35 Pleasure to have you on the show. Nick, you know we had such a fantastic pre interview call. It was a bit of a you did drop a few hints and clues about what was to come, and I’m really looking forward to this conversation. I’m going to keep the audience in suspense a little while longer as I move us into the first question. So off we go.  Nick Usborne  01:55 Okay. Christian Klepp  01:56 All right, so, Nick, you’re on a mission to equip Marketing teams to scale AI powered content while staying aligned with their organization, story and voice. So for this conversation, let’s focus on the topic of how to use AI for B2B content without losing trust. And it is at the time of the recording, the end of 2025 and of course, we’re going to talk about AI, but we’re going to zoom in on something specific as it pertains to B2B content and a little bit of branding in there as well. But I wanted to kick off this conversation with two questions, and I’m happy to repeat them. So the first question is, why do you believe it’s so important for brands and their Marketing teams to embrace AI so that they can scale? And the second question is, why does this approach require the right prompts and guardrails? I think that’s one thing that you mentioned in our previous conversation, the whole the whole piece about prompts and guardrails. Nick Usborne  02:53 Well, the first question, why do companies need to embrace AI? And the ridiculous answer to that. It’s not a good answer, but it’s true is that because everyone else is, because your competitors are, and they will create content at scale while you are not, and they will achieve reach that you can’t achieve without AI. And in fact, if they do it well, their content, their new content, will be very good, content deeply researched beyond perhaps what you can do. So it’s like everything within AI right now, like, like, Why? Why do all the companies like open AI and Google and Meta, why they all racing? Because if they don’t, someone else will get there first. And it’s, I’m not saying it’s a great reason, but I think it is the fundamental reason for companies to embrace AI, is that you will be left behind if you don’t. This is a transformational moment, and as much as we’d like to have choice, I think in this matter, we don’t have a lot of choice. So that’s my answer to that question. Repeat the second question for me. Christian Klepp  04:00 Absolutely, absolutely so based on, based on that, like, why does this approach require the right prompts and guardrails? Nick Usborne  04:10 As part of my business, I’m constantly researching this, and in particular, I’m researching the prompts people do so when say, could be writers coders, but in our world. Let’s say writers, principally, or marketers, are using AI. They’re using prompts, and they’re generally prompting about two things. One is narrative, like, what should we say? Or, you know, please write us a blog post about x. So that’s the that’s the topic, that’s the narrative. And then they’ll put in something say, oh, please do it in a voice that is authoritative and yet accessible. All right, so now that’s a voice. What they haven’t mentioned is what I think is the foundational layer, which is, which is story. And that’s important, because story is the only thing that is uniquely yours, if you have an narrative, if you, if you have voice, if you talk about something in a particular way, I can copy that with AI. I can copy it at scale. I can, I can look at the transcripts of Christian podcasts, and I can say, oh, I want to do one in exactly. Tell her the same topic. I can, you know, so when you focus on narrative, on what you write about in voice. I can copy it. There’s no moat. The only moat you have is with story, because every company’s story is unique. We can look at origin stories, foundation stories, we can look at customer stories through case studies, things like that. Those are always unique. No one else has Apple’s origin story. No one else has virgin Atlantic’s Founder’s story, etc. But we did some research recently. Actually, we did some research months ago, and I reconfirmed it earlier this week. I ran it. I ran it all again to look at the data. If you look at the top 20 prompt libraries that you know the big, trustworthy companies and organizations that put out prompt libraries for companies. If you look at the top 20 libraries and the 1000s and 1000s of prompts within there, 76% of those prompts are about the narrative. What to say? 17 are about voice. How do you sound? Only 7% relate to story. So this, to my mind, is where we have a problem. We have a disconnect. Everyone is going crazy, prompting for narrative and story, both of which have 0, zero mode, anyone can copy them at scale. And only 7% this very small percentage, are actually focusing on the one thing that is uniquely theirs and cannot be copied or challenged. So that when you say, when you, when you say I’m on a mission, that’s the mission for me to say, Hey guys, wake up. You’re You’re prompting the wrong things in the wrong way. Let’s like, go back and look at story Christian Klepp  07:12 Absolutely, absolutely. It almost sounds like an oxymoron to us to a certain degree, because you’re saying scaling B2B content using AI without losing trust. Because, you know, the narrative that I keep seeing on social media, particularly LinkedIn, is that if people are using AI, there is a bit of a trust factor there. But I think it’s to your point and correct me if I’m wrong, it’s being able to embrace AI and you leveraging it the right way, so it’s not, it’s not, it’s not to replace, it’s not to replace the writers, right, or to replace the Marketers, I hope not. Nick Usborne  07:50 It may replace some. But, yeah, yeah. I mean, I mean, you’re right, and the keyword you mentioned there is trust. I think, I think trust is going to be the most valuable commodity that a company can have in the months and years to come, because people don’t actually don’t if we’re talking about brand. So we’re trying to protect brand with story, right? And brand is something that a lot of companies have spent millions of dollars building and protecting over years or decades and well, one of the things let me come back to trust in a moment. But if I’m looking at brand, and I’m looking at all the stuff goes out there, it either builds brand or it burns brand. And if you burn brand, you lose trust. So if you’re going out with a whole bunch of content that sounds like everyone else is that it’s kind of meh. It’s ordinary. It’s in the middle, which is what AI is really good at. Without the right prompting, it will give you kind of in the middle, mediocre output. So you got to be much better at prompting than just like a, I don’t know, being careless about it, or taking a shortcut, shortcuts, or being lazy about it, because then you get brand drift, and all of a sudden the brand doesn’t sound quite right. And when that happens, you lose trust. And when you lose trust, you lose revenue. I mean, you really do. And people are getting very sensitive to brand of brand trust we saw recently. Was it tracker barrel tried to just change its logo. People freaked out. People freaked out.  Christian Klepp  09:27 It was an awful rebrand, but, yes.  Nick Usborne  09:30 Yeah, but it wasn’t. These weren’t. These weren’t. Saying is, I don’t think the design is up to snuff. It’s like, don’t mess with my tracker barrel. We actually feel very strongly about the brands. Talk to people who are absolute fans of Apple. Doesn’t matter that it costs twice as much, perhaps as not quite as good. It’s Apple. It’s my brand. Don’t mess with my brand. So we’re very sensitive to our loyalty to brands. And in fact, in some sense, it’s brand define us like a football team, a baseball team, in part, we can be defined by the brands that we support, local, Pepsi. You know, it’s like everywhere. So when a company uses AI carelessly at scale and all of a sudden that blog post, it kind of sounds like them, but something’s a tiny bit off. And then that LinkedIn update. Again, yeah, it’s them, but again, it’s, did I say is that the same as they were six months ago? You get the you get these little these little things that sound off, and now you get brand drift. And now you get people feeling uneasy, and the public are sometimes we think we can just make the public believe whatever we want them to believe, or companies to believe whatever we want them to believe, but actually, individuals, in their home lives and in their business lives are very, very sensitive to brand and they’re very, very sensitive to voice and what they hear, and if it’s off, they really don’t like it, and that does translate into loss of trust, and that does directly translate into loss of revenue.  Christian Klepp  11:07 Absolutely. I’m going to move us on to the next set of questions, particularly that one pertaining to key pitfalls that Marketers need to avoid when they’re trying to scale their B2B content using AI without losing trust. So what are some of these key pitfalls they should avoid, and what should they be doing instead? Nick Usborne  11:27 What I’m hearing from inside a number of companies is that there is an inconsistency in how people are using AI and even when systems are in place, that not everyone follows the system. So it’s early days. It is. These are messy times for, you know, working with AI within companies. So I think it’s really important that companies do have some frameworks in place, that people within the organization are using the same tools in the same way, and that they are encouraged to be consistent in what they do. So I’ve heard stories of where companies are set up, you know, they’re using Copilot, or whatever they use, and then some of the manager will walk by someone’s desk, and they’re actually, actually, they’re using Claude on their phone. That person like phone, and it’s like, well, yeah, but no, this is now, you know, you have no control. You also have to get people to do what they ask. I was talking to a Founder the other day. She has a PR (Public Relations) company, plenty of clients, and she’s smart. She’s created custom GPTs for each client. So each custom GPT is trained on with with a kind of database of information on that client and the content, so that you know when you when you ask it to do something else, it’s already has the context and the voice instructions and everything, and you can and it’s great, you get this consistency. But she says, what’s happening is some of her employees come in in the morning, they start work on client X, and they’re using that custom GPT. Then they move on to client Y, but they keep using the original custom GPT and not switching out. So the management has put in the structure in place to be consistent and to output the best, you know, the best content, but the employees are not always playing game, you know, going along with that. So so I do think we’re in a messy period now where companies are not entirely sure how to apply this, how to structure it, what kind of frameworks and guidance to put in place. What guardrails to put in place? Like? Again, I’ve heard horror stories of people grabbing content that should not be shared and putting it into a large language model and then turning that into customer facing or public facing content.  Christian Klepp  13:57 Oh, plagiarism.  Nick Usborne  14:04 So yeah, it is messy. So what I would say is, before you even try to make the best of the use of AI that you do, need to put systems and frameworks in place and educate your staff. So if you want your staff to use AI effectively give them access to training. Don’t just throw them at a tool and say, go for it, because they won’t know what to do with it, or they’ll be able to create stuff, but they won’t be able to create good stuff. So invest in the systems, invest in the frameworks and instructions, and invest in training for the people who are going to be using the tools.  Christian Klepp  14:46 Definitely some relevant points. I wanted to go back to something you said, though, because I think it’s really important. It’s certainly one thing to have the prompts and the guardrails in place and some kind of like, framework and structures. But to your earlier point, how do you enforce that? And I think you gave a really good example about like, if you have a custom GPT, and then they resort to like, using. Um Claude on their personal accounts, and then it’s a little bit like the wild west out there, isn’t it? Nick Usborne  15:06 It is, it is, and it’s and it’s, how do you enforce it? Well, that’s going to be a company by company decision. Like, like the Founder with the PR of the PR company, when she was telling me about how her employees just weren’t doing what they were asked. I was like, part of you is thinking about, why haven’t you kind of cracked down on this? But again, it depends on the company and what options you have when it comes to enforcing stuff like this. But I do think you need to, because then if we circle right back, if you have people who are untrained, and that’s the company’s responsibility to train their employees. If you have people who are untrained and they’re using these tools inconsistently, that is when you far more likely then to see errors for, you know, unforced errors like publishing stuff that you shouldn’t but you’re also going to see more brand drift, because you’re going to get this inconsistency between output and that is a disaster. Like I say, companies have sometimes spent, in a decade, several years in establishing and building a trustworthy brand. And people are very unforgiving. You can, you can lose all that goodwill very, very quickly. So, yeah, training frameworks make sure people are, you know, working within those boundaries, but as a company, it’s your responsibility to help make that happen. Christian Klepp  16:29 Yeah, yeah. Oh, absolutely, absolutely. You kind of brought this up already, but you mentioned that AI can help to scale content, but it can’t replicate your lived story, so please explain what you meant by that, and provide an example. If you can, Nick Usborne  16:46 AI can do a wonderful job in many ways, but you know, it’s never walked down the beach and felt the sand between its toes. It’s read about it. It’s never eaten ice cream. It’s read about that, but it’s never felt it. So that’s what I mean by lived experience. So I think that content and stories that truly resonate with people, you use those kind of touch points, the deeply human side of being alive and like say, I think AI can get close when you prompt it really well, but also there’s a messiness that makes us recognize one another, the little mistakes we make, that’s what makes us human. We are messy, and it’s not very good at being messy. You can ask it to be messy, and it’ll try to figure that out, but it’s really not the same. And like I say, I think people are very sensitive to this kind of nuance and the lived story. It’s the it’s the weird stuff. I think that resonates. So I’ve spent quite a bit of my career doing copywriting for companies, and for a long period, I was doing some freelance, a lot of freelance copywriting. So this is just a little side note, a little side story for you. I used to live on a hobby farm. We had some sheep and pigs and chickens and all that good stuff, the good life. And also had freelance customers. And I went in, and I was and I went, you know, you go out, you feed the animals, you come in, I sit down to work, and my client said, this is just on the phone. This is even before the internet. Client said, Hey, you’re late. I was just out farming the pig and feeding the pigs. And the guy says, what? And this, I hadn’t realized. I never told him that I lived on a farm. He thought somewhere. So anyway, we talked a little bit about the pigs, then we get to work. So the project we’re working on worked out really well, and it won an award. So we fly off to your hometown, Toronto, for the awards ceremony, direct marketing awards ceremony, and he stands up and he says, Thank you very much. Blah, blah, blah. And special thanks to Nick Usborne, the pig farming copywriter. And I’m like, I’m like, in the audience, and I’m thinking, oh, please no. This guy is like, rebranding me constantly in front of all my peers, all my potential clients for next year. Big drama turns out so, so that that’s messy, all right? AI wouldn’t do that, you wouldn’t imagine that it wouldn’t do that. That’s a deeply human moment of my humiliation and him laughing, and everyone slapping me on the back and laughing and asking about my pigs. Turns out, over the next 12 months, I got a few phone calls out of the blue. And I say, Hello, Nick Usborne. I said, Oh, is that Nick Usborne? The cover of James Barber. And I say, why? Yes. And so I actually got work out of that, because it was such a distinct difference from every other copywriter out there. I was the only copywriter who had pigs. So that was just a fun story, but it also speaks to the difference between humans and AI, and it’s a live that’s a lived experience, and it’s a lived anecdote, and I tell the story, and it’s a true story that is really important, I think so, even when we use AI, even when we use it at its best, and it can be really good when you use it well, I think everyone should keep leave space for the human in the loop, as they say, keep that human element in there, big for those stories. So I so I encourage companies to create what I call like a story vault. So there’s the obvious stories, like the Founder story, the origin story, the six original success story, also put in the little quirky stories, like that one I just described, and and make that part of your process. And also go, you know, if you’re creating something with AI and it’s a big project, take the time to go and interview someone, talk to someone, get a human story, put it in just because you’re using AI, doesn’t mean to say that everything you create has to be 100% AI, you can, you can? I do this all the time. I look for it a draft with AI, then I’d go back in and I’ll rewrite the beginning with an anecdote, like the small s story, not a big dramatic story, just a little story. And what it does then is that then connects it with us, because as people, we recognize stories. Story is profound to all of us. I think in every country in the world, parents read their children bedtime stories. It’s something we share in common. It’s how we communicate, and it’s how we recognize our humanity in a sense of like, if you tell me a story, you connect with me, and vice versa. So that’s why I think stories are so important in this world of AI, because if you just go AI, it can get a little cold, and sometimes, as a reader, you don’t quite understand what’s happening and why, but you kind of feel it. There’s an absence. There’s something missing, and that what’s what you feeling is missing is that human touch, that human element, Christian Klepp  21:59 Absolutely, absolutely. I mean, there’s like, there’s like, telltale signs, right? Like em dash being one of them,  Nick Usborne  22:06 em dash Christian Klepp  22:07 Yes, or Yeah. Or it tends to, like, regurgitate the same type of war. It’s like, I find it loves using the word landscape or navigate, you know, things of that nature, right?  Nick Usborne  22:20 Yeah.  Christian Klepp  22:21 Or uses these funny like, you know, the colon or for, for, for titles of episodes, for examples. Nick Usborne  22:30 In titles, even when I give it clear instructions, do not use them. So sometimes, when I create content like that is, I’ll create it in with one model like say, GPT5, and I’ll take it over to flawed, and I’ll say, hey, please edit and clean this up for me, and remove any, you know, repetition or whatever. And sometimes it comes back say, hey, looks pretty clean, pretty good. Other times it’ll change stuff. And then, of course, always I will, you know, I will review. And that’s the other thing that the companies need to think about. Is that, at the moment, content generation at scale within companies, it is a bit like a conveyor belt in a factory of all these boxes flying off the end into the FedEx back of the FedEx van, and without, without any kind of quality control, which, which is actually what you do have with income within you know, if you’re manufacturing, and you do have quality control, and you pick out every 20th item or whatever to make sure that it’s good, a lot of that isn’t happening, that isn’t happening with a lot of people using AI is people don’t even see it. It’s fully automated, like, like a week’s worth of social media is automated, or a month’s work worth, and no one, no human, has read it or reviewed it. It’s just flying out automatically. And that is where at some point you’re inevitably going to have a problem. And it may not be a big problem, it may be lots and lots of small problems, lots of lots of things sounding not quite right, and then all of a sudden, when you’ve got enough little things not sounding right, then you start getting a medium sized problem. Christian Klepp  24:06 Yeah, yeah. No, exactly, exactly. Okay. Now, you talked about it a little bit in the beginning, but talk to us about some of these, these frameworks and these processes that B2B companies can use to help them, you know, organize themselves and reap those benefits of AI without losing trust. Like, what are some of these processes and frameworks? Nick Usborne  24:26 I do some training, and I have done a few rubrics where people can kind of use those to formalize the process. But I think if we talk about story, and I think I already mentioned the idea of each company having a story vault, so be formal and deliberate about it. Everyone can chat about their company’s stories, but if I say to you, hey, is there a folder? Can I can I get a Google folder and find a compilation of all of these stories? And have you graded those stories in terms of how strong and relevant? And they are, and how engaging they might be, or how evocative they might be, and the answer is almost always no, the story is around. But there’s no story vault, and there’s no rubric in place to grade those stories and decide which might be the most appropriate points at which to share those stories. So it’s that, it’s that formalizing the process, and I don’t like being 100% rules based, but I think in the AI world right now, where we are in that kind of messy middle period, I think it’s really important to have some systems in place so that we do have a consistent output, so that when you so that your brand doesn’t suffer from brand drift, and that you don’t make some significant missteps along the way. So somebody within the organization needs to be responsible for this. Maybe it’s the Chief AI Officer, if you have one, or otherwise, somebody in Marketing. So yeah, help people with training, but also help them by giving them some framework, some rubrics and some just a system like, you know, hey, picked up a story from customer service, put it in the story vault, categorize it. Customer service in the story vault says someone else can come back and find it. So it’s not just word of mouth. It’s not accidental. There’s a place where people can go to and then you’re going to do the same with narrative, the things we say. And you have another vault, as it were, and another rubric to to assess voice, how we say it. So it’s just this formalization of the process, and also trying to make sure that people use these systems as you put them in place. So somebody’s got to be walking along behind, behind and sort of, and again, it’s like, I guess, like early days of anything. Not every, not everyone will love the process. Not everyone loves using AI. But it’ll come. It’ll come. People will get in their heart better, not only using AI, but doing it well and following these processes. Christian Klepp  27:02 Okay, fantastic, fantastic. Let me just quickly recap, because I was writing this down. So obviously, having a story vault, grading them if you can, if possible, having systems and frameworks in place, training the team and getting them to familiarize themselves with the systems having a vault for narrative and voice, I think was the other piece. And finally, using, using the systems, once you have them, not letting them collect dust, as it were, right? Nick Usborne  27:32 Like and it is, I get it right now. I get it. It’s hard for a lot of companies, because I think using AI has been very kind of mixed. Some companies have dived straight in. Others are resistant, particularly companies that have compliance issues, financial, medical stuff like that. They’re being very careful, very cautious, and for very good reason. So the rate of adoption is very uneven at the moment, Christian Klepp  28:01 Absolutely, absolutely, all right. Nick you’ve given us plenty here, right? But if we’re going to talk about actionable tips, like something that somebody who’s listening to this conversation that they can take action on right after listening to this interview, what are like some of the top three things you would advise them to do? Nick Usborne  28:17 Well, I guess first is just we’ve talked quite a bit about the story, the story of collecting stories. Just do that because, like I say, I think story is your is your superpower, because it is the only place where you have a moat you don’t in what you say and how you say it. Anyone can copy you, and I can automate copying you through AI as well, but I cannot steal your story, because it’s just not true if, if it’s not my story. So I’d always start there and again, start, start that. Build the vault, select the story and formalize that process. Interview the Founders, if you can, interview early employees, even if they’re retired, interview the first three clients, if you can access them, interview customer service. So often overlooked, customer service in one way or another, so long as that’s not all automated, if there’s still humans in that loop, then have conversations with them. And you can, you can, you can, get transcripts, customer service transcripts, and feed them into AI and say, hey, please analyze and summarize this. What are, what are the most powerful messages we can get from our customer service? Sort of stream of content? Do? Do a sentiment analysis? What are people upset about? What are people happy about? So, yeah, story, I think, is like, I say, it will be your motive, it will be your savior. So first start to formalize that process of getting story and then making sure that it finds a place, somewhere in your automation of, you know, AI generated content, Christian Klepp  29:58 Fantastic, fantastic stuff. Okay, soapbox time. What is the status quo in your area of expertise that you passionately disagree with, and why? Nick Usborne  30:11 I guess again, I’m just going to overlapping. I don’t know what a status quo, but the thing that I passionately disagree with is is every time you see most or a social media title that says top 20 killer, unbeatable prompts.  Christian Klepp  30:31 Oh, yeah. Nick Usborne  30:32 No, no, no, absolutely, just, just no for two reasons. One is that they’re going to be generic. They’re not going to apply to your company in particular, they’ll be generic, and just because they work for someone else does not mean they’re going to work for you. And like I say, we did, I’ve done research on those prompt libraries, and only 7% of them even touch on story. So if I’m writing stories, the most important thing almost all of those prompt libraries are missing out on that. They’re just focusing on narrative and voice and ignoring stories. So not good and and, yeah, so, so that is, I don’t know whether the status quo, but it’s something I keep seeing, and it irritates me when I get it. I understand why they’re doing it, but not helpful for your company. Christian Klepp  31:18 Yeah, you and me both. I mean, those are the those are the pulse they attempt to ignore immediately. I mean, I just skim through it and see the prompts, and I’m like, Nah, but I think it’s human nature too, isn’t it? Like everybody wants to chase the next hack. They want to find that the you know, the shortcut, like the quickest route to get something done. And I get that, but it sometimes does more harm than good. Nick Usborne  31:43 Easy button, but also to be fair and to be a little bit more generous. This is early days, and so people are looking for help. And if it says top 20, this is, oh my goodness, thank you. I’ll take that now. Over time, that’ll change, and people will become a little more sophisticated, I think, but like us, like you. You know, I get it. I understand why those those posts and titles are attractive, and that’s why people create them. But we can do better. We can do better Christian Klepp  32:12 Absolutely, absolutely we can, and we will, hopefully, all right, here comes the bonus question. I’ve been thinking about this one, but Nick Usborne  32:23 I feel strangely nervous. I feel nervous, but it’s a bonus question. Christian Klepp  32:30 Just breathe. Just breathe. I mean, clearly from this conversation, you know, writing is in your blood, right? It’s something that you are passionate about, but it’s also something you’ve done professionally for a long time, I suppose. The bonus question is, if you had an opportunity to meet your favorite writer or author, living or dead, who would it be, and what would you talk about?  Nick Usborne  32:55 One of the people, I really admire, and I’ve already spoken to him, is David Abbott. So David Abbott is a copywriter from from England, and he had an agency called Abbot Mead Vickers, and he was an amazing writer. So I’ve already met him. Who I haven’t met I would like to re write to meet is Susie Henry. She was the copywriter behind a series of advertisements in the UK for an insurance company, and she is just a delightful writer, so I told you, well, no, I hadn’t told you. Maybe I will tell you I’m like, when I started out copywriting, it was at the tail end of the Mad Men period, and creatives were the Kings and Queens, and copywriting was such a craft, it was something to be absolutely proud of, like we’d go through so many drafts, and it was, I was, you know, I was, I was a craftsman, learning from other craftsmen. And David, ever I met, he was in a fantastic writer, just written Susie Henry so good, very, very conversational writer, which was very unusual for that time. So I’d like to meet and talk with her, and I still can’t remember the fiction writer. He’s science fiction writer. I completely lost blank on his name, and I’ve actually met him once briefly, but I’d like to get back to him and chat, but I can’t, because he’s he’s since passed. Christian Klepp  34:19 Oh, I see, I see, I see. All right, well, that’s quite the list of people, but, um, but yeah. No, fantastic. No. Nick, thank you so much for coming on the show and for sharing your experience and expertise with the listeners. And please quick introduction to yourself and how people can get in touch with you. Nick Usborne  34:37 All right. Hi. My name is Nick Usborne, so my business build Story Aligned. So storyaligned.com and what we do there is pretty much, what I’ve talked about today is we train teams within companies to look at story, narrative and voice with a lot of emphasis on story, because that’s where the note is, so if you get a Story Aligned, you’ll find we have a white paper you can download. We have a blog that you can read, the description of the training. So yeah, if this interests you, if you find this an interesting topic, there’s plenty to do when you get there. So Story Aligned, A, L, I, G, N, E, D, yeah. Story Aligned. Christian Klepp  35:21 Fantastic, fantastic. And we’ll be sure to pop that into the show notes so that it’ll be easy for everyone to access. But once again, Nick, thank you.  Nick Usborne  35:28 Sorry, one last thing, if you want to please opening myself up, if you want to just talk to me directly, you can write to me at nick@storyaligned.com. Christian Klepp  35:38 Perfect, perfect. Nick, once again, thanks so much for your time. Take care, stay safe and talk to you soon. Nick Usborne  35:44 Thank you. Thank you for inviting me. It’s been a pleasure. Christian Klepp  35:47 Thank you. Bye for now. You.

Setting up an IC-DISC the right way can mean the difference between maximizing tax savings and having issues down the road. In this episode of The IC-DISC Show, I sit down with Brian Schwam, IC-DISC specialist and tax attorney, to walk through the complete IC-DISC setup and compliance process from start to finish. This conversation was inspired by a CPA request for a comprehensive guide covering every step of the IC-DISC journey. Brian breaks down the entire process chronologically, from the initial consultation to determine if a business qualifies, through the critical formation steps that can make or break your IC-DISC. We cover proper capitalization requirements, the infamous 90-day election window, why non-interest bearing bank accounts matter, and the draconian 60-day payment rule that catches many businesses off guard. He explains the difference between simple and transaction-by-transaction calculations, sharing an example where detailed analysis increased a client's commission from $4 million to $17 million on $100 million in export sales. Whether you're a CPA learning about IC-DISC for the first time or a business owner considering this strategy, Brian's systematic approach demonstrates why working with a true specialist matters when navigating these complex regulations.     SHOW HIGHLIGHTS A detailed transaction-by-transaction calculation increased one client's IC-DISC commission from $4 million to $17 million on the same $100 million in export sales. Missing the 90-day election filing window requires a private letter ruling costing $35,000-$40,000 to fix, making it cheaper to just set up a new IC-DISC. The 60-day payment rule requires paying at least 50% of your estimated commission in cash or promissory note within 60 days of year-end to avoid disqualification. Setting up an IC-DISC with no par value stock is a fatal error that will cause the IRS to reject your election, regardless of everything else done correctly. A non-interest bearing bank account is essential because even $1.50 of interest income can disqualify your IC-DISC if no commission is paid that year. Export sales typically need to reach $3-5 million before an IC-DISC makes economic sense, though exceptions exist for businesses with exceptionally high profit margins.   Contact Details LinkedIn - Brian Schwam LINKSShow Notes Be a Guest About IC-DISC Alliance Brian SchwamAbout Brian TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dave: Good morning, Brian. Welcome to the podcast. Brian Hey, good morning David. Good to be here. Dave: So I, I now refer to you as the Bob Hope of the podcast because I believe that Bob Hope holds the record for the most appearances on the Johnny Carson Show. So that's why you're like the Bob Hope of the podcast. You have more appearances than anyone else with today's appearance. Brian That's good company to be in if you're of a certain, if you're of a certain age. Dave: Yeah. And I'm not even sure you and I are quite old enough to even be of that certain age. Brian I probably never saw him on Johnny Carson. Dave: Yeah, me too. So this is an episode that was requested by a CPA of one of our clients who was retiring and he had a new. Partner taken over and he said, Hey Dave, can you send over a link to the episode that just goes through all the details of the IC disc from start to finish? And I'm like, well, we don't have that episode, but it's a great idea. So that's what's behind this. So let's start at the very beginning. Somebody calls you up and says, Hey Brian, I need an IC disc, or I want an IC disc. What's the very first step? Brian Very first step for me is to say why. Dave: Okay, Brian tell me about your business. Dave: Okay. Brian You know, do you have qualified export receipts? Do you have qualified export property? That those are very complex areas. And some people might think they do when they don't, and others might think they don't when they do. Dave: Okay. Brian And more likely than not, they heard about IC disc from. Somebody they met at a, you know, business leader meeting or something and somebody said, oh, hey, I have an IC disc. You should have one. Dave: Okay. Brian And not everybody can utilize one, but there's many out there that can utilize 'em that do not. Dave: Okay. And do you charge anything for that consultation? Brian No, because to me it's just a fact finding. Dave: Okay. So step one, figure out if their fact pattern warrants having an IC disc. Brian Right? Right. Well, it's, it's actually, that's one step. If you deter, if we determine that yes, an IC disc makes sense because they do have qualified export property, they do have qualified export receipts, then we have to talk about volumes. Because, you know, if you have 500,000 of export sales, most like more likely than not. Disc isn't gonna make sense. Dave: Economic sense when Brian you factor Right. Economic, the Dave: costs Brian not right. There's not enough benefit to offset the cost at that, at that level, most likely. Of course. It [depends on what, what it is they're selling. Dave: Sure. Do you have a rule of thumb you typically use? Is it like three or 5 million where it typically makes sense or every case Brian For most, for most businesses, that's sort of the range that where it starts to make sense, but there are always exceptions to that. Dave: Sure. Brian So like I had a client that had, you know, 600,000 of export sales, but their bottom line profit was 80%. Dave: Okay. Brian So in that instance, hey, it made sense, but for most companies that have 600,000 of export sales, it, it probably doesn't make sense. Dave: Okay. So let's say they have 5 million of exports, good margins, looks like it makes economic sense. What's the next step then? Brian Well then we talk about what is the tax structure of that exporting company? Is it a flow through entity? Is it a C Corp? And how is it owned? Sometimes [00:04:00] it's owned by a foreign company that makes things way more complicated. Okay. It's owned by a combination of different shareholders, some of which are individuals, some of which are corporations. So that can be complicated. And sometimes it's just a, it's just a pass through entity that's owned by, you know, let's say it's an S corporation that's owned by a family owned. Dave: Sure. Brian You know, so you, you can have a lot of different fact patterns and that will dictate a lot of things with, with respect. Dave: Okay. Brian To how the disc is organized. Dave: Might that also be the time? You inquire as to whether multiple discs might make sense for their structure, or do you typically just focus on kind of getting the initial disc in place and then exploring that over time? Brian Probably the latter. Dave: Yeah. Brian Initially I, you know, the goal is, you know, do you have enough activity? Do you have the right kind of activity? What kind of benefit is it that you think you can, we can get for you? And then, okay, if the answer to all those are in the positive, then it's like, okay, how should this disc be owned based on what we're trying to achieve and where should it be set up? Because that also can have a lot of negative surprises if you set it up in the wrong place. Dave: Yeah. So let's say and I think there's some rules of thumb like if if the. Exporting company is a C corp, you typically don't want the C Corp to own the disc, is that correct? Brian That is, that is correct. And that's because a C corporation pays tax on a dividend. It receives from the IC dis, so effectively there's no benefit. Dave: Okay. So with a C corp, typically it would be the individuals, individual or [individuals that Brian are Oh, the, the shareholders typically, Dave: yeah. Brian You know, possibly a management group could be involved as well, but typically we're talking about the shareholders of the C corporation. Dave: Yeah. And the shareholders of the disc do not necessarily have to mirror the shareholders of the C corp. Right. Brian That is sort of up in the air. I, I prefer that to be the case, but it doesn't have to be the case. Dave: Yeah, like in a simple example, census C Corp owned by one person and when they set it up, they wanna add a couple key employees to it. Brian Yeah. That, that, that's probably fine. You know, there's some old revenue rulings out there from the early 1980s that have a bad fact pattern, which the IRS held that the structure created gift tax issues, but that was like a mom and a dad and a son and a daughter, and mom and dad set up a disc and then gave the stock to the son and the daughter. And, and so that, that's, I see that's a bad fact pattern. What you described is a completely different fact pattern. There's no donative intent in that fact Dave: pattern. Yeah. Okay. In Brian fact, that I have a client that started out where the disc and the C Corp was. It did have mirror ownership, but over time, that has changed dramatically. But still, there's no donor of intent because we have all these unrelated families that own shares in the company in this quote company. And when there have been redemption opportunities over the years, they have the choice redeemed, the disc shares redeemed. The, the C corp shares redeemed them both. So some of like kept their dis shares, but gotten rid of the C Corp shares and vice versa. But really without the donative intent, plus some court case you know, precedent, I, I'm not [00:08:00] so concerned about that issue. Dave: Okay. Now let's switch gears and let's say it's a flow through an S-Corp partnership et cetera. Do you typically want the individuals to own it in that situation? Say that the company has three shareholders, would you just make them the three owners of the disc? More often than not, no. Okay. And why is that? Brian Because it, you get the same benefit by making the disc a subsidiary of the S corporation without some of the extra complexity associated with having the disc be owned by the shareholders. Now that, that's, that's preferred, but there are also situations where that doesn't make sense. Dave: Okay. Brian So let's say the, the S corporation is in California and the shareholder lives in Texas, or Florida. Or Nevada. Dave: Okay. Brian So they might want that dividend income flowing directly to them so that there's [00:09:00] no state Oh. So that there's no state income tax on the dividend. Dave: Sure, sure. Brian Okay. Okay. Yeah. So again, it's just another fact you need to uncover in the process of trying to figure all this out. Dave: Okay, so you've met with the client, you've figured out a disc makes sense, you've dug further you figured out the ownership structure of the disc. That makes sense. So then I guess you have to figure out where to incorporate, huh? Brian Yeah. And that again, there are good states and bad states. Dave: Okay. Brian Some states will tax an IC dis as a regular C corporation, you wanna avoid those states. Some states don't have an income tax at all, and those are good states to deal with. Dave: Okay. Brian And the three, you know, I'd say there's three states that are predominantly viewed as positive, and that would be Delaware, Texas, and Nevada. Okay. They're all fairly similar. For filing. And, and none of them have a corporate income tax on the dis so that's, that's all good in terms of not adding additional costs to the, the structure. Dave: Okay. So I'm in Texas and thus you, it seems like most of my clients end up incorporating in Texas. Do you just so here we are January 8th. We're recording this of 2026. So do you just do you just get around to doing it anytime before the end of the year and then you could use the disc the whole year? Is that how it works? Brian It's not how it works. It's generally a prospective opportunity. So you wanna get that entity formed as quickly as possible. Dave: Okay. Yeah. I've had people, I've heard [00:11:00] people say that if you don't do it on January 1st, you just have to wait till the next year. Brian No. That, well, that's certainly not true. And from any date forward that you set it up, you can certainly get benefits or shipments. Okay. That they, but one other item that I forgot to mention earlier, they also like to ask if the, if the related supplier entity, which is the exporter, if they're an accrual based company or a cash basis, Dave: ah, Brian that's an, that's an incredibly important issue Dave: Sure. Brian Dealt with. That's why. Dave: Okay. Brian Because the disc is an accrual base taxpayer by default. Dave: Yeah. Okay, we'll get into that when we get further around the, Brian okay. Dave: I think about when I was a kid, there was a, there was a Saturday morning TV series I think called schoolhouse Rock. And one of the episodes was how, how a bill becomes a Law [00:12:00] And there's the whole steps, the Brian episode, everybody remembers. Dave: Yep. Yep. So everybody our age at least. Okay, so you've got the disc set up and say you do it in Texas and let's say they make the decision January 8th, takes a few days to, you know, just kind of get stuff, you know, information from the client set up. And let's say you get it set up January 15th, so then they're good to go, huh? They can just start using that disc and away we go. Anything else? Ha. That has to be done Or is it, is it that some Brian on the, on the surface, yes, that's true. Dave: Okay. Brian But beneath the surface, there's other things that have to take place. Dave: Okay. What's the next thing that has to happen after you've formed the disc? Brian Well, you have a, there's a 90 day window to file a disc collection with the IRS. That's probably the most critical thing that has to happen. You have to file an actual paper form with the IRS to elect disc status for the company, because the company, when you set it up, it's just a corporation. Without that election, it's not a disc. Dave: And that election, is this the famous form 48, 76 dash a, is that said election, Brian famous or infamous in some cases, Dave: yes. Yeah. Okay. So you have to, so you just well, you just go to the IRS website. Download the form, send it in, bing, bam. Boom. You're done. You're good to go. Brian Not exactly. Dave: Okay. That's the Brian first Dave: step. Brian Skip. That's the first step. But the I mean, first of all, when you're setting up the disc, you have to make sure you incorporate it properly. Dave: Okay. Brian I kind of glossed over that. Dave: And what are some of the elements of proper incorporation? Brian Well, for example, when you go to a, the Texas website or any other secretary of State website to organize the company, because it can be done all online, [00:14:00] like the default is always, you know, no par value stock, right. Brian If you just select the default, you are going to have a problem because Okay. Dis rules require, you know, par or stated value of $2,500 on the, issued an issued an outstanding stock of, of the disk. So I had a client that came to me years ago. They had set up a company in, well, they used Wyoming, which is also possible to use, and it's not a bad jurisdiction. And they had, he had his quote unquote friend that who was an attorney, set it up for him. And there were some issues with the DISC collection and it went back and forth and then ultimately took a look at the articles of incorporation and it had, you know, $1 power stock, 1000 shares. Dave: Ah, that's a problem. Brian That's, [00:15:00] yeah. So no matter what happened with the disc election and the back and forth with the IRS, the disc election was ultimately never approved because the entity didn't meet the requirement. Having enough outstanding capital stock. So you have to have one and it can only have one class of shares. So there are, you know, there are some hoops you have to jump through in terms of not doing things incorrectly or doing things correctly. So you have to make sure there's one class of stock, $2,500 par value. There can't be foreign sales corporation in the same patrol group, which years ago was a big deal, but now it's not really a big deal because those have been gone for many years and almost nobody has one left. Not, not really an issue there. And what, you know, those are the formation matters that, that mattered, that are important to make sure you, you meet when you form the entity. Okay? If it's formed wrong, right from the get go, you have a problem. If [00:16:00] it's formed correctly, then the next step is yes, file a disc election. Dave: And, but before you file the disc election, there's a step we're missing, right? Doesn't the DISC election require. To put the corresponding EIN for the distance. Oh yes. I mean, I just assumed we, yeah, you obviously you have to apply for an ID number for the new entity that does not come automatically with the incorporation. Brian 'cause that's done with the state as opposed with the IRS yes. Dave: Yeah. And that's become more challenging. It used to be pretty easy to get an EIN you could apply under a corporate name or Brian yeah. But there, there's a, you know, there is an online portal with the IRS to get an EIN for a domestic company. So it's not, it's not Dave: terrible. Yeah. Brian It's not terrible. Dave: Yeah. So you have the EIN that you need for the 48 76 ae. Brian Right. Dave: You have you have 90 days, Brian you have the proper capitalization. Dave: Yeah. Brian You figured out who's gonna own the disc because the, the disc collection is. Signed, you know, it's not just made by the disc entity. It's made by the disc entity, then consented to by the shareholder. So you have to make sure that all that takes place. I can't tell you the number of times where somebody filled out part one, the disc signed it, and then the shareholder forgot the consent to it. And if you don't do the 48 76 dash eight correctly, you get it filed timely. It's an extremely expensive fix to try and get that Dave: rectified. Brian Generally, you have to try to get a private letter ruling, which will grant an extension of time to file the late disc collection. Dave: Okay. Brian And that's that's an expensive process. It's a 25 to $30,000 exercise to [00:18:00] file the private letter, really. Plus you have to pay a user fee to the IRS of 10,000, 11,000. Dave: Wow. Yeah. It seems that seems inconvenient at, at best. Brian And for most companies, they're better off just setting up a second dose Dave: Sure. Brian As opposed Dave: to process, Brian because how much volume there is. Dave: Yeah. Yeah. And I understand the IRS itself refers to these as a, a paper entity. So I guess since it's a paper entity, that's it. No need to fuss around with a bank account or actually have to capitalize it with actual money is there. Brian It's, it's recommended, but you're right, it's not required. There's no requirement in the disk rules to set up a bank account. Dave: Okay. Brian So there it could simply have. A receivable receiv for the capital stock. And that can be, its working capital doesn't have to have a bank account, but that's sort of a misnomer that people think it must have a bank account. Okay. In the original regulations, that was a requirement, but when the regulations are finalized, the requirement was removed. Dave: Okay. But practically speaking, it you probably wanna have a bank account. Brian Yes. Practically speaking, it makes all the sense in the world to have a bank account, a non-interest bearing bank account. Dave: And why is the non-interest bearing important? Brian Well, it, it has to do with one of the annual requirements of a disc. That 95% of its receipts have to be qualified export assets. I'm sorry, receipts. And so let's say in a year the company decides. You can't always decide not to use the DIS even though you've got it in place. So let's say the company says, well we're not gonna use the, this year we had a loss. In our business there's no using. Dave: Okay. Brian We say, okay, and then the DIS bank account earned a dollar 50 of interest income. Dave: Okay, Brian well 100% of the receipts are now not qualified receipts. Okay. Income and no other revenue. If there was a non-interest bearing bank account, it would just have no receipts and then it would be fine. But the earning, the dollar 50 of interest would disqualify that. Dave: Okay. So non-interest bearing account and then I guess the dollar amount in the bank account, what you start with, $2,500 initially. Brian Yeah, pretty much keep it there forever. Dave: But, but it doesn't matter if you end up, oh, if you're a little lazy and you forget to distribute all the money and you end up with 50 grand at the end of the year, that, that's not a problem, is it? Brian It is. Dave: It is. Everything's a problem Brian with you, Brian, because everything, 'cause the, these rules are draconian and everything can become a problem. So a commission dis anyway, a comm, [00:21:00] you know, a paper entity commission dis doesn't need $50,000 of working capital. And the IRS would hold that, that that's not a qualified export out. Like having too much working capital in DIS will cause it to fail. The other test, which is the 95 qualified export asset test 2,500, you know, an amount of cash equal to the capital stock is fine. Dave: Sure. Brian Amounts above that start to, you know, raise questions as to whether. That's reasonable working capital or not? Given that the entity's a paper entity, it doesn't really have any expenses. Maybe some bank fees. That would be about it. In most cases, it really doesn't need cash sitting. Dave: Yeah. Yeah. So maybe 3000, 3,500 to account for some bank fees or, Brian yeah, at most, yeah, we start getting about 5,000. It really starts to [00:22:00] look questionable. Dave: Okay. Oh, I just realized, I think in the initial assessment there was a step we forgot and that's, do they want to make it a buy sell disc or a commission disc? What percentage of your clients are commission discs? Mine a hundred percent. That's Brian 99%. Dave: Yeah. So we're just stepping ahead assuming that it would be a commission disc, Brian right. I mean, the only time you would really have a buy sell disc. 'cause if you have a business where. They're buying inventory from unrelated parties. And all the inventory is manufactured in the US and all of it is export. Dave: Yeah. Brian Okay. That, that, that I do have, like I said, two clients that have adopted that structure. One was commissioned disc with an S-corp and they converted, they merged the S-corp into the disc and just became an operating disc. You know, and that's a little different than a buy sell disc. I mean, an operating disc. People think of buy, sell dis an operating disc for the same thing. They're really not. I mean, 'cause you could have a, the equivalent of a commission disc, but have it be by sell where it could buy product from its related exporter and then export it. Dave: Okay. Brian It's possible that, that, that tho that fact pattern, I don't have any clients in. Dave: Okay. Brian It's possible. Dave: Okay. So we've got the election filed and then at some point the IRS will send the taxpayer letter approving the election, right? Brian Correct. That is, that was true. Dave: And then so we've got the, the B and usually it makes more sense to have the disc bank account at the same bank as the operating company, right? Brian It typically does, Dave: yes. Yeah. And we'll get into that when we get further into the operation of the disc. Okay. So it's all set up. And elections filed, election approved. So now certainly we're done with incorporation and government governance matters, right? Brian No. No, Dave: not yet. Brian Not yet. Not yet. Okay. We still have to make sure there's a a call, a related supplier agreement or disc commission supplier agreement in place between the, the exporting entity or entities and the disc itself. This document is, it's not, again, it's not required in the regulations, but it is recommended. It gives the related supplier a lot of flexibility in how it uses the disc and if it uses the disc and it gives it unilateral powers to decide not to use the disc. It also lays out the, you know, sort of boil legal boilerplate language about an inter intercompany agreement between the two business. Dave: So you could just go to chat GPT and have them spool up a one page sales agent agreement. Is that right? Brian Maybe. I don't know. I haven't tried that 'cause I don't wanna teach chat GPT how to, how to do that, but because every time you ask it a question, you teach it, right? Dave: Sure. Brian General, no, it's a pretty specific agreement and it has very specific provisions in it. Provisions and so somebody that knows what they're doing really needs to draft them. Dave: Okay. Okay. So this is kind of pointing away from just having your general corporate attorney who's never heard of a disc, do all that quote paperwork. Brian Yeah. I never recommend. I always recommend that a specialist do it, namely myself take care of it. Dave: Okay. Yeah. 'cause you are, in addition to having an accounting background, you're also a tax attorney, correct? Brian Correct. Dave: Correct. Okay. Brian Yeah. And you know, some of the documents that need to be created, yeah. That can be done by a general corporate attorney like bylaws and those as well and or other organizational documents that aren't disc specific can only be done by any attorney. But but if, but really it doesn't make sense to split that work up amongst different attorneys. Dave: Okay. Sure. Brian It all sort of be done by the same party to make sure that it's, that everything gets taken here. Dave: Okay. Brian And timely because there's a 90 day window to get this, in my opinion, to get this all done. Dave: Yeah, to co to coincide with the election filing. Brian Right. Because typically I don't provide any of the documents, including the election, to the, to the client until all these things are done. Dave: Yeah. Oh, I see. Sure, sure. Because then there's, Brian you know, they have to sign the disc election and there's all these other documents they need to sign and put in a minute book. And so rather than piecemeal it, we just give it to them all at once. Dave: Okay. So they've got their binder with all their signed documents or a signed copy of the 48 76 A that was filed a copy of the approval from the IRS. So now finally, are we ready to get started using our disc? Is there. Brian Collection the I. Yeah. As you've probably seen in the news, things are changing at the postal service as far as postmarks and what they can be relied on as when something was considered filed. So they're not promising the postmark things that they, you drop them in the mail anymore. Dave: Oh, really? Okay. I hadn't heard that. Brian Yeah. So it's recommended to go, like, walk it to a counter and have it hands stamped with [00:28:00] a postmark. Yeah. But more importantly, and unfortunately not everybody listens to this, send the form certified mail return receipt requested. 'cause many times document is sent to Kansas City and they lose track. Oh, we never got your dis election. We can't process your dis return, whatever. And then there's proof that it was sent and then they have to, you know, find it basically. Dave: Okay. Or Brian at least accept it, maybe even if they never find. Dave: Yeah. Brian But there's one other thing about the disc and that we didn't talk about and, and I'm reminded of it because something you asked me in passing last week, which is something about the year end of the disc, the year end of the disc must coincide with its principal shareholder. So if I have a C corp that's a fiscal year, but the owners of the disc aren't gonna be [00:29:00] individuals, that disc will be a calendar year disc. Dave: Sure. Brian Not be a fiscal year company. And you know, if. It's owned by, let's say an S corp that has a fiscal year, then the disc will have a fiscal year. It, it must have the same year as its principalship. Dave: Okay. Yeah. Good. Thanks for the reminder of that. Brian And sometimes the disc collection gets filled out incorrectly. Somebody assumes one thing and, and then when a return is filed, the IRS, they're like, they, they dunno what to do. Yeah. Yeah. Okay. Alright. Now finally, do we have a little bouncing baby disc to be delivered to its proud parents? I think so. Dave: Okay. Okay. Okay. Brian And that's usually, it's usually about three to five months after it was formed. Dave: Okay. Brian Is when it started eating solids. Dave: Okay. Alright, so now we've got the disc set up and 9:45 AM I'm, I'm sorry, I keep touching my watch and it says the time, apparently it's time to just take off my watch. Okay. So now, so let's just say that they have not yet set up the bank account. They've done everything else, and now it's time to set up the bank account so they, you know, call their local banker. They get it set up at the same bank, so it can be on the same online banking platform. And then they fund it. And does it matter where the funding comes, comes from for that bank account? Can they just like say the company. I mean, can just anybody fund it? Say there's three shareholders, can just one shareholder write a check for $2,500 to fund it? Or how does that all look? Brian Well, I mean, there, there will be a subscription agreement that shows how much each shareholder owes for their shares, and each shareholder should pay for them. Okay. Can't just be one. Dave: Okay. So we have the bank account set up, we're ready to go. And so now we're at the end of the year, or approaching the end of the year. Let's say we're in November of 2026. Anything we need to do before the end of the year Brian for an accrual based taxpayer? No. Okay. There's nothing paid to do, but before the end of the year. Dave: And what about for a cash basis? Brian For a cash basis, taxpayer, if we want a deduction in 2026. We need to pay the DIS in 2026, so Dave: we Brian would need to gather information in order to estimate a DIS commission for 2026 before the end of the year. Dave: Okay. So cash basis, that's what we need to do by the end of the year. Accrual basis. Basis, no. Do I need to do [00:32:00] anything by the end of the year? Brian You don't need to. You have an option to, if you'd like to, if you wanna have an idea of what the disc commission might be, or you actually wanna pay it before the end of the year, but there's no requirement. Dave: Yeah. And if you don't, and if you don't pay it by the end of the year, you get a deferral benefit Brian possibly. Dave: Yeah so say, say you did a hundred million of exports and your commission was $20 million. You just get to defer that whole thing till the next year, right? Brian No, Dave: no. Brian, all you say is No. Every good idea have you just say No. Brian It could defer 10% of it to the next year because only the income related to 10 million of export sales can be deferred, and it'd be a little less than 10% because the disc wasn't there the whole year. So we'd have to prorate that 10 million for the number of days the disc existed. And then some sliver can be deferred, but the rest of it is gonna be taxed to the shareholders as a deemed dividend Dave: in the current year. In the Brian current. Dave: Okay. Brian Then not taxed when physically distributed in the following. Dave: Okay, so we have an accrual tax payer. We get into the to 2027, and let's say they're extending their corporate return and they're planning to file that in August of 27. So we're done. We don't have anything else to do before August. Right? Brian That's not true either. Dave: Brian, Brian you're Dave: killing me. Brian Yeah, well, it, I mean, it depends. If nothing was done before the end of the year, then something needs to be done within the first 60 days after the accrual base taxpayer. Or, you know, let's say the cash base taxpayer says, I don't [00:34:00] care if I get my deduction next year, so I'm not gonna pay anything this year. Something needs to be paid at this within 60 days of the end of the year. Dave: So is this one of those things like the sales agent agreement, that that's just recommended? Brian No, this is required. Dave: Required. Okay. Brian Yeah. This is required. This is, this is one of the hot buttons the IRS will try to use to disqualify your disc. Dave: Okay. Brian So the disc accrues a receivable at the end of the year, even though it doesn't know the amount at the end of the year for all, for, for disc purposes and books an an accrual for the income at the end of the year. That accrual or the receivable is only a qualified export asset if, if the payment rules around that receivable or satisfy. Dave: Okay. Okay. Brian One Dave: rule Rules. Rules. There's always rules. Brian Yeah. It's very draconian. You have a 60 day rule and a 90 day rule. 60 day rule says you must pay a reasonable estimate of the disc commission to the disc within 60 days of the end of the year in cash or. It could be cash, it could be a note. Dave: And reasonable is just any old amount. You just put your finger in the air and ah, I think a hundred dollars is reasonable. Brian Again, that's not the case. There is a safe harbor for what is reasonable, and that safe harbor is f at least 50% of the final commission amount that you Dave: determine. But how do you know that in February Brian you have, Dave: if you're not preparing the corporate, Brian you have to try to compute an estimate before the end of FE Dave: and you have to nail it exactly at 50%. So if you think the commission's gonna be $1,217,412, you need to pay exactly 50% of that, Brian at least. [00:36:00] Dave: Oh, at least. So you could pay more. At Brian least you could pay more. And we always recommend maybe paying 75 to 80%. Dave: Okay. Brian Because if you pay whatever you pay. That amount is gonna be your limit. So if you thought it was gonna be a million and you paid 500,000 and it turns out to be 1,000,500, too bad. So sad, you only paid 500,000, you're capped at a million. Dave: Okay? I mean, that's the safe harbor. I suppose there might be circumstances where, where one could argue that they maybe the first year of the disc, and you know, they, they, Brian you can argue it, you can try to argue it, but there's no guarantee that the IS will accept any of the arguments. And the private letter rulings that exist from the 1970s would imply that they, they're really not going to accept just about any rationale for being reasonable other than that 50% bright [00:37:00] line safe harbor. Dave: Okay so you make the payment, Brian make that payment, and. Dave: Can you just book a journal entry? Do you, do you actually have to really move the money? It sounds like a hassle. Brian I mean, in, in general you have to, you have to either create a note or move cash. Dave: Okay. Brian Okay. Dave: But that might be a lot of money though. Like what if, what if it's like $2 million and million? The company only has a million dollars in the bank. Brian They could use the same capital multiple times. Dave: Oh, okay. Brian And roundtrip the money as many times as they need to, or like I said, use the, use the promissory note. Dave: Okay. Brian Short term promissory note to satisfy that requirement because it does say cash or property. Dave: Okay. So we get through February, we've made our, our 60 day payment. We've, we've, you know, sh sh we've, we, instead of doing 50%, we did about 80% of what we thought it was gonna be to give us some cushion, and now we can go take a vacation till the till the corporate returns ready. Brian Yeah. I, I, I think so. Dave: Okay. Brian I think so. Dave: Okay. So it's time to now. So it's time. Now, if they extend that corporate return, I guess they're gonna have to extend the disc return as well. Brian Well, the disc return is due September 15th as a matter of course. Dave: Oh, Brian are handy. There are no extensions. So really as far as the disc and its compliance goes, once you make that 60 day payment, there's really not much you can or should do or are able to do until the related entities tax return. Prepared. [00:39:00] So a lot of times they'll say, well, that's not gonna be done till September 15th, and we have to have a discussion about how that doesn't work because the disc return has to be done by September 15th, but in order to do the disc return, you need to basically a completed within it supplier returns. So then we have to work backwards from September 15th to figure out like when's the latest they can have that, that other return done in order Dave: to Brian get the disc return done. Now that's relatively easy in the past through context because all those pass through returns are also due September 15th on extension. Dave: Sure. Brian Whereas a C corporation, it's not so easy because the extended due date for a C corporation, if it's a calendar year is October 15th. So it may be that you have to file a disc return with a made up number on time and then amend it after. Okay. After September 15th. I've done that a number of times. Dave: Okay. So that makes sense. Brian Because as is good as CPAs are, they're deadline driven. So if a return is due October 15th, they're unlikely to have it done by the end of August. Dave: Yeah. Okay. So it's time to file the disc return. I assume the CPA firm probably has that disc return and their standard tax software with all the other forms. So you just have the CPA go ahead and prepare the disc return. I've looked at it, it's a short return. It's like 10 pages long. So you just go ahead and have the CPA prepare the disc return, then bing, bam, boom, you're done. Brian Could do that. Dave: Okay. Is there a drawback to doing that? Brian Yeah, it would probably be wrong. Dave: Okay. Why do you say that? Now, remember [Brian, we have a lot of CPAs who we have very good relationships with that we share clients, you know, saying that they're probably gonna do it wrong. I mean, heck, I don't really wanna annoy all my great CPAs we work with Brian Well, okay, but it, well, it's just a fact. It'll probably okay Dave: be Brian wrong because they might see one or two or three a year. They, they think they know what all the different terms on the district return mean, but they're not as familiar with that as they are with a S Corp return or a partnership return, or 1120. So they do what they think is right, and it may be right, it may not be right. So again, I, in my opinion, you want a specialist preparing the district return. Dave: Okay. Brian Okay. Because we know exactly how it's supposed to be filled out. And then if, if the calculation is done on a transaction by transaction [00:42:00] basis, there's this schedule P that gets attached to the return. Well, if you don't do a T by T, there's one Schedule P. If you do a T by T, there could be thousands of them. So I don't think CPAs and their software are equipped to complete thousands of schedule Ps and attach Dave: Yeah. Brian To the district. Dave: No, good point. And you're, you're getting your your enthusiasm to get to T by t had me, you got a little ahead of me. 'cause I was gonna ask, so client says, Hey, we have a desk. Our accounting department's busy. What's just the bare minimum of information we need to send you? What's the bare minimum? Brian Bare minimum would be qualified export sales. Dave: They just need to send you a number. Brian Yes. Dave: Then you take that number and how hard can it be? Right. Just take the, Brian it's not, it's not necessarily that hard at that point. Dave: Yeah. But say the profit on those sales [00:43:00] is the average profit of the company and taxable profit. And you compute the disc commission, you go through the Schedule P and compute the disc commission and pick the higher of the two numbers that you, that you compute. So you would just be like the final draft, corporate return and that total export number, you know, dollar amount for the year. And, and that's really all you need to, to do. That's Brian the bare bone. That's the bare bones, yeah. Dave: Okay. And that's what some people would call the standard calculation or a simple calculation, Brian I'd call it simple. Yeah. Dave: Okay. And that's also known as the 4% 50% calculation in some circles. Right. How does that work? Brian Well, it's also known as the safe harbor calculation in certain circles as well. Back to that, Dave: back to that safe harbor again. Brian Yeah. But that's actually not a safe harbor, so that's why I bring that up. Dave: Okay, well Brian that's the safe harbor calculation. I'm like, no, it's not. It's just the [00:44:00] calculation. There's nothing safe harbor about Dave: it. Okay. Brian Okay. It's just the rules that are found in the code and regs for computing and disc commission, and they're the two predominant methods. 4% of sales and the 50% of net profit, Dave: you just cherry pick whichever one works better. Brian Yeah, but the 4% method has limitations. So Dave: more limitations probably. Why? Why can't this just be simple? You said it was the simple calculation and now you're already telling me there's inherent complexity. Brian Even if it's simple, it's not totally simple. Dave: Okay. Okay, Brian so the, and I've seen this done wrong. Millions, well, not millions, hundreds of times, and I can say it is hundreds of times. Client computes the 4% method just by choosing 4% of sales. They don't look at what their net income is on the, on the [00:45:00] activity. They just say, oh, I'm allowed to use 4% of sales. The limit there is you cannot create a loss. There's something called the no loss rules. You can't create a loss with a disc commission if one doesn't already exist. So if the profit on, say, on the sales are 2% of sales, you can't take 4% of sales. You're limited to 2% of sales. And if, for example, you have a loss of the company, you're limited to zero. But I've seen situations where that's completely ignored. Dave: Okay? Brian Properly computed this commission of 4% of sales, but it should have been something less or possibly zero. Dave: Okay? So more complexity, but the good news, that's the extent of the complexity. One, schedule P, 4%, 50%, you know, make sure you, you don't create a loss. Now we're, we're all done. Pop. You [00:46:00] know what, what? Dusted and dusted and delivered we're, we're good to go. They've maximized their dis commission, right? And we're all done. They have a nice 10 page return to send to the IRS. Which by the way, can they file that electronically, that return? Brian Fortunately, there are no provisions for electronic filing of the disc return. It must be, Dave: what is this, the 1970s or something? Brian Pretty much Dave: Okay Brian with, with regard to the disc? Yeah. And, and some other forms. Yeah. But the, the, the benefit of that, here, I'll give you a benefit. The benefit of the fact that you must file a paper return is they can have an electronic signature on it. Okay. It doesn't have to have a wet signature. Dave: Okay? Okay. Brian So you could theoretically, for example, send your client the return using DocuSign, have them sign it. You print it, you file it for, Dave: okay. Okay. But, but now we're finally done. It's signed, it's done. And they say, boy, thank you very much, Brian. You've done, your team did a great job, and boy, I really appreciate, you know, we had 10 million of exports. We have all kinds of variability in our profit margins. And, but thank you very much. You, you created the amazing $400,000 or you calculated the 400,000 disc commission. Thank you very much. I couldn't imagine you went above and beyond. I couldn't imagine you could have done anything more. And then what do you say? Do you graciously say, oh, you're welcome. It was our pleasure. Brian I would graciously say, you know, we, we've just computed your minimum disc commission. Dave: Okay, Brian not your maximum. Because you have Dave: vast, lemme guess. Lemme guess. There's more complexity coming. Brian More complexity, which relies on more data being. Pulled from the client's [00:48:00] records to, to allow for a calculation of the DISC commission at a more detailed level, ideally at a line item by invoice level, Dave: line item. That sounds like a lot of work. Brian It can be. Can be a Dave: lot. What if the client says, our accounting department's busy? Sounds like we're gonna have to spend weeks gathering all this data for you. Eh, it's just, we're too busy, it's not worth it. What do you say then? Brian I gu I almost can guarantee you it will be worth it. Okay. Because looking at the detail is likely to cause at Disconnect commission to be anywhere from 50 to three, 400% higher than what it otherwise would've been. Now, unfortunately, in that first year, since you've already filed with a certain number, you're limited to two times what you paid in that 60 day window. But going forward. You know, there's no limit. Dave: Okay. Brian Whatever we compute can be your disc commission. So different industries have different amount of variability and t and transaction by transaction calculations have different impacts depending upon the industry, the profitability of the business, how many products they have, who they sell to. But it can vary. But I'll give you an example of one that we worked on recently where company had a hundred million of export sales. They took 4% of sales, and they've been taking 4% of sales year after year, after year, after year, after year, Dave: okay. Brian They brought us in like three weeks before the district return. Dave: Okay. Brian And we went through the calculations and we actually calculated 17 million Dave: as opposed to 4 million. Brian As opposed to four. Dave: [00:50:00] Yikes. That's a big difference. Brian It's a huge difference. And fortunately they were, you know, well, I mean they were very pleased with the result. And so now on a going forward basis, we're not doing 4% of sales. Dave: Okay? But you still have this. But if they were able to get a $17 million commission, then that means their corporate taxable income must have been at least 17 million. 'cause didn't I hear you say the disc commission cannot cause a loss. Brian It cannot cause a loss at the level at which you're computing the commission. So there's no, you're killing me, Brian. Just more complexity. Yeah. Well, it's very complex area. There's, there's no overall no loss rule. Like if you, you can, as long as you're meeting the rules as they're written, you can cause your entity to go into a loss position. Now, this particular instance, it did not do that, but [00:51:00] you could do that. Dave: Okay. And then if you get into a loss position, there are other non disc complexities that come into play that impact whether you want to maximize the loss in that entity or you want to target a particular loss in that entity. And that's not something that we get involved with, but we're certainly sensitive to it. Sure. Sure. And so you're saying for this client, even though I've heard some people say you've got the simple calc and then the hard calc. And so you'd wonder why would anyone do the hard calc? Well, it's because their commission went from 4 million to 17 million, which saved them hundreds of thousands of dollars. You created hundreds or millions of dollars with additional tax savings. Brian Right, right. Dave: Okay. Brian And by the way, after the first conversation we had with them, they said, oh [00:52:00] yeah, this is not something we can do. The accounting department said, this is not something we can do. Then the owner said, this is something you're gonna, Dave: it's funny how that, how that works. Okay. And then I'm guessing this extra work. You, you're probably gonna have to create another schedule P or two. So now the disc return, it's gonna be 10 pages. It's what? 20 pages? Is that kind of a typical page count? Brian No, it could be Dave: no. Brian Thousands of pages. Dave: Thousands. I mean, Brian, a ream of paper is 500. So thousands would be reams of paper. Brian Yes. I've had some returns that have like 15 binders of paper. Dave: Yikes. Brian Yeah. Just goes in a big box and I'm sure the IRS types, all those schedule Ps into their, Dave: I'm sure they do. Okay. So the return gets filed, so the return's ready. You take that box, you just slap a you print off a postal label online, drop it off at the post office. And you're done, right? You just give it to carrier, Brian understand, Dave: carrier, carrier your house or whatever. Brian Well, you can send it via FedEx. You can send it via UPS. And actually, in some ways, I think that might be better these days than the postal service. Dave: And why do you have to do that? Can you just slap, I mean, if you have your 15 binders, couldn't you just put a hundred stamps, you know, on the, the box and ship it in because they'll get it, right? I mean, it's not like they're gonna lose it or anything. Brian They might, they could very well lose it. And you definitely want proof of delivery and you want proof of mailing. So again, it's a certified mail if you're using the postal service or if you're using a private carrier like FedEx, you know, you get all that documentation about when it was shipped and when it was delivered.[00:54:00] Dave: Okay, well now at least we're finally done. Right? You ship it off. The CPA pulls the numbers from the disc return, puts it on the corporate and shareholder returns. Now we're done. It's gone to the IRS. We never have to think about it again. Right. Brian I'm not sure if that's a trick question or not, but in some ways that could be true, Dave: right? Yeah. But it, but I guess you could get audited, right? Brian Could get audited by an agent who has no idea what they're doing, which is typically the case. Dave: So that's why you want your CPA defending you in that case. 'cause then it's like the blind leading the blind. Brian No, I think it's better if someone with site is involved. So again, the specialist who did the disc work should represent the taxpayer or be involved with the representation of taxpayer in the case of the audit. Dave: Okay. Brian And the should be involved. Because really what's under, what's really in question is the [00:55:00] deduction on that entity's tax return. The dis itself doesn't pay tax. So they rarely audit a dis quote. Dave: Okay? So if I break it down, you to do it really right? You need a specialist to guide you on the initial structure of the disc. You need another specialist to set up the, the disc. You need another specialist to do all the paperwork, make sure the document's correct another specialist to prepare the return, and then another specialist to defend you. So is that about right? So do you need like five different people to make sure everything's done right? Brian? Isn't there some way that you could just have one person that could just do it all for you and be done with it? Brian Well, of course. Dave: Okay. Finally, finally, I get a simple answer, Brian right? So if you, if you engage a disc specialist, that [specialist should be able to do all that. Dave: Okay? Brian Okay. Now, not every disc specialist is created equally. Dave: Sure. Brian You know, I brought up during our conversation that there are some non disc things that can also add complexity to the situation. Not every disc specialist will be sensitive to those things. Not every disc specialist will understand those things. So the benefits that like our organization brings is that. Least myself in particular, I didn't always just do IC disc work. I, I, I have a well-rounded knowledge of all of the, of the tax world. And so I am sensitive to non disc things. You know, for example, you know, another example, oh, a company has a lot of export sales. You would think it's a no brainer. They should have a dis, they should use the dis. They should, they, they should want to convert that ordinary income to qualified dividend [00:57:00] income. Well, what if the S-corp is owned by an ebit? What if there are passive shareholders? All of those things impact whether the disc commission actually helps or hurts their tax situation. And I would get, I would venture a guess that, you know, if you went out and Googled, you know, I see this specialist, you would find a handful. At most that understand all that stuff and how all it all interplays together as opposed to the multitude of those that won't understand any of it. Dave: Okay. Brian So I think a, a disc specialist that is sensitive to all the other tax rules is, is definitely something that is valuable. Dave: And you probably want someone with some experience who's done maybe, you know, what a dozen disc returns in their career, maybe 50 if they're really good. Like how many, how many have we done organization wide? Probably Brian probably 10,000. Dave: 10,000? Well, that's a lot more than 50. Brian Yes. Over the years it's probably close to that number. And we've probably claimed billions of dollars of just deductions and saved clients, hundreds of millions of dollars of tax. And, and I'm proud to say that every dollar we've ever claimed we've. Okay. Dave: So Brian I've never had an adjustment from the IRS. Dave: Well, that sounds like a, a good a good record. So bottom line, Brian that's, that's the best you can come up with a good record. I'd say it's Dave: well, I didn't wanna say a perfect record. I didn't want to jinxy. Brian No, but it's, it's, it's, it's pretty outstanding record. Dave: Yeah. It's a, it's an impressive record Brian because there are also just providers out there that say, well, you know, Dave: it's the Wild West. Brian The wild west, the IRS doesn't really understand it, so let's be as aggressive as possible. And, and that's not the way we approach it. Dave: Yeah. Wow. Well, this has been this has been a lot. So really it's that simple. So the person who wants to just do all this themselves, we've laid out the whole playbook for them. Brian Yeah. The only simple thing they have to do is call us. Dave: There you go. That is it. Yeah. And, and oh, the other thing, not only are you the Bob, hope you now have moved from number two to number one for the most experienced icy disc guy. I know now that Neil Block is retired. Brian Well, that's, I don't know if that's a plus or not. Whether I'll take it just means I've been doing it a long time myself. So Dave: yeah, Neil was, I think my second, first or second guess. And and I was just happy. 'cause his billing rate back then was like $1,500 an hour. I was just glad I didn't get a bill a month later for him being on the podcast. But he, [01:00:00] he did it for exactly 50 years at one firm, baker and McKinsey in Chicago. He had one office, one phone number, like the whole 50 years. Brian Yeah. That's, Dave: that is something you don't see much anymore. Brian Definitely not, no. It's, but it's very, that's. That's very cool. And Neil is a very, you know, is a very intelligent savvy guy. Dave: Yeah, that is for sure. Well, Brian, anything else that we didn't cover that you can think of? Brian I can't think of anything. I think we covered a, a great deal here. Dave: Okay. Brian Can't think. Dave: Well, I, I'll let Brian we omitted. Dave: Well, great. Well, hey, thank you so much for your time. Really appreciate it. And I'll let you get back to your, your exploration of your yard there. Brian Yeah. I feel like, it's funny I shrunk the kids. Dave: I know. Well, hey, well, well again, thanks again, Brian. We all appreciate your time. Brian You're welcome. Have a good day. Dave: You too.

On the 7th of April 1994, at just after 3pm, FedEx Flight 705 departed Memphis, Tennessee for a flight to San Jose, California. What followed was one of the most harrowing and heroic journeys of the 20th century.CW: discussion of suicide + plane related turmoil + hammer-based violenceThis is a comedy/history podcast, the report begins at approximately 10:05 (though as always, we go off on tangents throughout the report).For all our important links: https://linktr.ee/dogoonpod Check out our other podcasts:Book Cheat: https://play.acast.com/s/book-cheatPrime Mates: https://play.acast.com/s/prime-mates/Listen Now: https://play.acast.com/s/listen-now/Who Knew It with Matt Stewart: https://play.acast.com/s/who-knew-it-with-matt-stewart/Jess Writes A Rom-Com: https://shows.acast.com/jess-writes-a-rom-comOur awesome theme song by Evan Munro-Smith and logo by Peader ThomasDo Go On acknowledges the traditional owners of the land we record on, the Wurundjeri people, in the Kulin nation. We pay our respects to elders, past and present. REFERENCES AND FURTHER READING:https://tailstrike.com/database/7-april-1994-fedex-705/ Tailstrike.com Cockpit Voice Recorder Database: A database containing CVR transcripts of aviation accidents and incidentshttps://web.archive.org/web/20180330092721/http://aenlogistics.com/general-interest/remembering-fedex-flight-705/https://www.commercialappeal.com/story/money/industries/logistics/2019/04/05/fedex-plane-hijacking-flight-705/3286453002/Black Box Down podcast Hosted on Acast. See acast.com/privacy for more information.

FedEx defines a residential surcharge as a shipment addressed to a home or private residence, including locations where business is conducted from home or a shipment where the shipper designates the delivery address as residential. UPS and FedEx charge a higher price for residential addresses. In short, this additional charge is due to the inconvenience of delivering one shipment to a single location, compared to possible multiple deliveries with a commercial address. Read More Since 2006, Refund Retriever has audited FedEx and UPS packages for late deliveries and billing mistakes. Through a complete logistics analysis, we assist shippers in maximizing carrier discounts and achieving best-in-class pricing. Are you paying too much for your shipping? Refund Retriever also offers a solution to all your Amazon FBA reimbursement problems. We manually check the whole inventory lifecycle to guarantee all inventory is available for sale. To learn more about FedEx/UPS auditing, contract negotiation, or Amazon FBA reimbursement services, visit: https://zurl.co/ZUqV

The regulatory battle between Washington and Sacramento reaches a boiling point as the ⁠DOT threatens to strip California of its authority to issue commercial driver's licenses⁠. This unprecedented "nuclear option" escalates beyond the initial dispute over non-domiciled credentials and could leave hundreds of thousands of drivers unable to operate in interstate commerce. On the weather front, the FMCSA has issued a ⁠massive 40-state regional emergency declaration⁠ to assist with relief efforts during Winter Storm Fern. While the Northeast battles snow, the Southeast faces dangerous ice storm conditions that have ⁠left over one million people without power⁠ and grounded thousands of flights. In market news, ⁠FedEx Freight prepares for its spinoff as a standalone company⁠ with a freshly assigned investment-grade credit rating. Meanwhile, Alaska Airlines leverages its acquisition of Hawaiian Airlines to ⁠launch new international cargo routes into London and Rome⁠. Finally, analysts predict a ⁠dramatic rise in transportation M&A activity by late 2026⁠, though buyers remain focused on specialized carriers rather than general freight. This recovery favors companies with defensible service models while pure spot market brokerages may continue to struggle. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode dives into the future of longevity, healthspan, and proactive healthcare with Dr. Matt Kaeberlein, a world-renowned longevity expert and CEO of Optispan. He shares his unlikely "comic book origin story," from playing in rock bands and working blue-collar jobs to becoming a leading scientist at MIT and a founder of multiple longevity initiatives including the Dog Aging Project. The conversation breaks down the difference between lifespan and healthspan, why lifestyle "four pillars" (eat, move, sleep, connect) matter most, and how simple shifts like cutting ultra-processed foods can dramatically improve long-term vitality. Dr. Kaeberlein also explores the promise and pitfalls of AI in healthcare, why longevity is not just for billionaires, and how Optispan aims to use advanced diagnostics and personalized, science-backed care to reclaim 10–20 years of higher-quality life for everyday people. Along the way, he gives pragmatic takes on GLP‑1 drugs, creatine, supplements, microplastics, and the mindset shift of "choose love, not fear" as a guiding principle for a longer, better life.   Dr. Kaeberlein is also the host of The Optispan Podcast, a top-rated show with tens of thousands of loyal listeners. Through both the podcast and his growing Instagram presence (@mkaeberlein), he breaks down complex topics—from gut health to cellular aging—bringing scientific clarity to a crowded wellness landscape.   Is there a guest you want Equalman to interview on the podcast? Do you have any questions you wish you could ask an expert? Send an email to our team: Equalman@equalman.com   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

This audio clip from Erik Qualman's #1 bestselling book The Focus Project explores the "Rule of Three," the idea that information grouped in threes is more memorable for audiences.   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

Host: Cindy Allen Published: Friday, January 23, 2026 Segment: Simply Trade – Cindy's Version (song: “The Moment I Knew”) In this episode of Simply Trade – Cindy's Version, Cindy Allen uses Taylor Swift's “The Moment I Knew” to frame a sobering realization: the rest of the world is increasingly moving on with trade—without the United States at the center. She opens with concrete developments, including Canada and China finalizing a trade agreement as China becomes Canada's number one trade partner, and a large EU delegation touring Asia (China, Vietnam, and others) to explore a broad EU–Asia trade bloc arrangement.​ On the policy front, Cindy notes the administration has walked back its threat to impose tariffs on NATO countries that opposed a U.S. move to “buy” Greenland, easing immediate sovereignty‑driven tension. But legislative activity is heating up: Senator Cassidy's customs bill, a proposed import licensing regime (including possible restrictions on non‑resident importers) that could morph from “trusted trader” incentives into a broad tariff scheme, and a new proposal to apply a 20% flat rate on express courier imports, mirroring the postal model and positioned as a de minimis replacement. She explains how the elimination of de minimis has already hit express integrators hard—FedEx alone reported a one‑billion‑dollar “headwind,” with average de minimis values around 25 dollars now requiring full entries on vast volumes of low‑value packages.​ Cindy also touches on potential one‑year extensions of AGOA and the Haiti Help Act, still being tracked through budget legislation, and confirms the IEPA Supreme Court decision did not appear before the Court went out of session, pushing any announcement into mid‑to‑late February at the earliest. She warns that the longer the delay, the more likely a significantly drawn‑out process for any eventual tariff relief, even if importers prevail. Meanwhile, CBP continues ramping up 28s and enforcement on steel and aluminum 232s, with early, non‑binding indications from the Base Metals Center that raise new questions about how to back out raw material costs and properly calculate dutiable value—prompting AAEI to form a working group to engage CBP.​ The emotional core of the episode comes from Davos, where Cindy sees “the moment” the global system recognized a fundamental break: the U.S. arrived with a strong America‑First message that was audibly booed by attendees, while other leaders—especially Canada's prime minister—signaled a deep sense of betrayal and a hard pivot toward building trade agreements around, rather than through, Washington. For Cindy, this is the moment the world “knew” the old gravitational pull of U.S. trade leadership may not return even after this administration or the next election cycle: global trade volumes and cooperation remain strong, but the center of gravity is shifting as partners organize new paths forward.​ What You'll Learn in This Episode Key new developments: Canada–China agreement, EU–Asia trade bloc talks, and the rollback of threatened NATO tariffs over Greenland.​ How proposed U.S. import licensing, non‑resident importer limits, and a 20% courier flat rate could reshape tariff burdens and de minimis workarounds.​ Why express couriers have been hit so hard by de minimis elimination, and what a flat‑rate model might change.​ The latest on IEPA Supreme Court timing, 232 steel/aluminum enforcement, and AAEI's efforts to clarify valuation expectations.​ Why Davos 2026 may mark the “moment the world knew” U.S. trade leadership has fundamentally changed—and what that means for future agreements.​ Key Takeaways Traditional allies are actively deepening trade with China and Asia, signaling a more multipolar trade system.​ U.S. legislative proposals could push more cost and complexity onto importers and express carriers, even as they seek new facilitation models.​ IEPA relief, if it comes, will likely be slow and process‑heavy; companies should not bank on quick cash refunds.​ Global forums like Davos are now openly questioning U.S. reliability as a trade partner, accelerating moves to diversify away from U.S. gravity. ---------------------------------------- Presented by: Global Training Center​ Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/​  

So there I was… five miles from the runway at Stansted, flaps moving from 35 to 50 on an MD-11, when the airplane abruptly rolled to nearly 60 degrees of bank on short final. That's not a metaphor. That actually happened. In this episode of So There I Was, Fig and RePete sit down with Chubbs, a Guard fighter pilot turned FedEx check airman, for a master-class in aviation storytelling, decision-making, and pure “how did we survive that?” moments. From a flap literally departing the aircraft and landing between cars at a pub, to CRM failures so bad they ended careers, to Guard shenanigans involving stolen cars, helicopters, and a flattened Crown Vic — this one covers it all. Along the way, we dive into MD-11 systems quirks, high-stakes line checks, cargo ops into combat zones, fatigue, judgment calls on short final, and why sometimes the smartest move is to undo the last thing you did and land the airplane. Equal parts hilarious, terrifying, and educational — exactly how aviation stories should be told. … #AirlinePilotLifestyle #WhatIsIOEForPilots #AviationHumor

The firms that will win going forward won't be the ones who can handle the most clients—they'll be the ones who can relieve uncertainty the fastest. In this conversation on The FutureProof Advisor, I explore the shift from thinking in terms of volume to thinking in terms of velocity. In a world where information is abundant and tools are accessible, the true differentiator isn't how much advice you deliver, but how quickly you help clients feel confident and clear.One of the most underestimated costs in our industry is waiting. Even the most thoughtful, technically sound plan loses impact if a client is left sitting with unanswered questions or lingering anxiety. I unpack why speed has become a core component of trust, and how firms can rethink their operating models to tighten the gap between a client's question and meaningful resolution. Drawing parallels from companies like Amazon, Domino's, and FedEx, the lesson is clear: responsiveness isn't about rushing—it's about designing systems that move with intention.This episode challenges advisors to rethink how work actually flows through their firm. When you measure success by throughput instead of capacity, everything changes—from how teams are structured to how technology is deployed. The goal isn't to do more; it's to do what matters faster. Because in an environment defined by uncertainty, the advisor who reduces the weight clients carry—quickly and consistently—is the one who earns lasting trust.

For 35-year-old Crystal Rogers, nothing was more important than her family - her parents, her four kids, and her long-term boyfriend, Brooks. So on July 4th weekend, 2015, when all of these people realized that none of them had heard from her in days, panic ensued. Her car was soon found abandoned on the side of the highway. It had a flat tire and her purse, cell phone, and wallet were all left inside the vehicle. So what happened? Was she abducted? Did she take off? As the police and her parents begin to investigate separately, they find more questions than answers. And when the cops connect her disappearance to two other murders in the area, a picture starts to come into focus. The journey to finding out what happened to Crystal WILL LEAVE YOU SCREAMING. So, you know, come scream with us. Find and watch "The Trouble in Bardstown" on PeacockWE'RE ON YOUTUBE - Want to view the episodes and not just listen?  Check our new video feed to see full video episodes starting today. CLICK HERE TO WATCH AND SUBSCRIBE!LOOKING FOR MORE TCO? On our Patreon feed, you'll find over 400 FULL AD-FREE BONUS episodes to BINGE RIGHT NOW, including our episode-by-episode coverage of popular documentary series like Love Has Won: The Cult of Mother God, LulaRich, and The Curious Case of Natalia Grace; classics like The Jinx, Making A Murderer, and The Staircase; and well-known cases like The Menendez Murders, Casey Anthony: American Murder Mystery, and The Disappearance of Madeleine McCann, and so many more!Episode Sponsors: Hers - Whether you want to lose weight, grow thicker, fuller hair, or find relief for anxiety, Hers has you covered. Visit www.forhers.com/TCO to get a personalized, affordable plan that gets you. Hiya - The pediatrician-approved superpowered chewable vitamin. Receive 50% off your first order at www.hiyahealth.com/TCO Our Place - Stop cooking with toxic cookware, and upgrade to Our Place today. Visit www.fromourplace.com/TCO for 10% off sitewide Chime - Make progress towards a better financial future with Chime. Open your account in 2 minutes at www.chime.com/TCO Stamps.com - Print postage on demand and get up to 90% off carrier rates like FedEx, UPS, and USPS!  Go to www.stamps.com and use code tco to get sixty days risk-free!  Join the TCO Community! Follow True Crime Obsessed on Instagram and TikTok, and join us on Facebook at the True Crime Obsessed Podcast Discussion Group!  AND INTRODUCING THE NEW TCO DISCORD CHANNEL AS WELL!!!

Go to https://cozyearth.com/DWKT for up to 20% offGo to https://www.zocdoc.com/DWKT and download the Zocdoc app for FREE. Then find and book a top rated doctor today!In today's episode, we've got back to back hair stylist topics - one about a girl who got her hair dyed in Mexico and had it absolutely destroyed, followed by a girl who crashes out after receiving a text from her hairdresser that he no longer would like to have her as a client. And then for a third topic, we react to a girl reveal that the entire box of clothing that she had shipped through FedEx had been stained and ruined... only for Fedex to ghost her and not offer any compensation or assistance. We Love the Internets:https://www.tiktok.com/t/ZTh6Ldc9k/https://www.instagram.com/reel/DRviR6KDHH200:00 Introduction3:11 Hair Salon Nightmare in Mexico36:40 Girl Gets Fired by Her Hair Stylist48:11 FedEx Disaster 59:51 We Love the InternetWe hope you enjoyed this episode! Please let us know on Twitter or Instagram if you have any topic suggestions for a future episode! (@lily_marston & @jessismiles__)PS. The girlies have officially entered their short form content era! Follow our official accounts: https://instagram.com/doweknowthempodcast & https://tiktok.com/@doweknowthempodcastBusiness Inquiries: doweknowthempodcast@gmail.com

Greg Kihlström shares groundbreaking insights into how businesses can become experience-led enterprises. With real-world examples and a focus on innovation, Greg discusses digital transformation, agile methodologies, and the pivotal role of customer and employee experiences in driving success. This is a must-listen for anyone passionate about transforming organizations and delivering exceptional value to customers and teams alike. About the Guest Greg Kihlström is a best-selling author, speaker, and entrepreneur, and serves as an advisor and consultant to top companies on marketing technology, marketing operations, and digital transformation initiatives. He has worked with some of the world's top brands, including Adidas, Coca-Cola, FedEx, HP, Marriott, Nationwide, Victoria's Secret, and Toyota. He is a multiple-time Co-Founder and C-level leader, leading his digital experience agency to be acquired in 2017, successfully exited an HR technology platform provider he co-founded in 2020, and led a SaaS startup to be acquired by a leading edge computing company in 2021. He currently advises and sits on the Board of a marketing technology startup. Relevant Links https://www.linkedin.com/in/gregkihlstrom https://www.instagram.com/theagilebrand https://www.gregkihlstrom.com Episode Summary - The Top 3 Key Learnings Four Pillars of Transformation: Effective digital transformation hinges on integrating people, processes, platforms, and data. While technology matters, success ultimately depends on how well organizations address human and procedural challenges. Agile for Transformation: Agile methodologies can look different for every organization. Focus on principles like collaboration, adaptability, and delivering business value, rather than rigidly adhering to predefined methods. Return on Experience: Investing in customer and employee experiences yields measurable benefits, such as increased customer loyalty, higher lifetime value, and improved organizational efficiency. Chapters 00:00 Introduction and Guest Welcome 00:33 Greg Kihlström's Background and Career 01:55 Values Driving Professional Life 02:54 Digital Transformation Challenges 05:11 Measuring Return on Experience 09:23 Implementing Agile Methodologies 14:10 Practical Tips for Digital Transformation 16:47 AI in Digital Transformation 22:14 Future of Customer Experience 24:23 Conclusion and Final Thoughts Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/ Podcast webpage: https://www.cxgaolkeeper.com/podcast

What you're hearing out of Minneapolis isn't random chaos—it's the culmination of years of deliberate depolicing. In this wide-ranging and urgent episode, Lee and Terrell break down claims that city leadership is standing down police, emboldening activists, and allowing street mobs to replace law enforcement. From ICE agents calling 911 with no response, to protesters directing traffic, to a looming showdown over the Insurrection Act, this conversation connects the dots between immigration policy, protest violence, health care fraud, and political control.

What happens when law enforcement is told to stand down—and activists step in instead? In this explosive discussion, Lee and Teran break down claims surrounding Minneapolis leadership, ICE operations, withheld police response, and the growing concern over coordinated protest tactics. From blocked streets and leaked law enforcement messages to historical parallels with past riots, the conversation asks a critical question: Is this deliberate lawlessness—and how should the federal government respond?

Equalman sits down with Olympic silver medalist and Emmy-winning NBC sports producer John K. Coyle for a powerful conversation on time, design thinking, and unlocking human potential. From growing up in Michigan and discovering speed skating late, to breaking world records by designing around his unique strengths, Coyle shares how reframing "weakness fixing" into "strength designing" changed his life and career. He dives into his upcoming book "Counterclockwise," explaining the neuroscience of time perception, why life seems to speed up as we age, and how to create more "kairos moments" that make life feel longer and richer. Along the way, John tells unforgettable stories—from winning Olympic silver and an Emmy, to running with the bulls in Pamplona and inspiring a young skater who would later race in an Olympic final—illustrating how memories are the true currency of time. This episode will challenge how you think about success, stress, and how to invest your time for the greatest return.   Episode Highlights: John's journey: late start in speed skating, breaking world records, and winning Olympic silver Using design thinking to focus on strengths instead of fixing weaknesses in sport, career, and life The concept of "chronoception," why time feels faster as we age, and how memories are the currency of time Creating "kairos moments" using risk, uncertainty, uniqueness, emotional intensity, beauty, and flow to slow the perceived acceleration of time Practical ways for busy parents and professionals to design surprise-and-delight experiences that expand life through richer memories Time as capital: trading money for time once you're financially secure and intentionally investing in high-return life experiences Stress and flow: why the right kind of stress boosts performance and helps you enter the flow state Storytelling, meaning, and designing moments that are "worth a year" in memory, including Coyle's run with the bulls in Pamplona. Procrastination, pressure, and how John uses deadlines to write books and ship important work. The powerful story of inspiring a young skater who later competes in an Olympic gold medal final—and how that reframed John's own silver medal. Is there a guest you want Equalman to interview on the podcast? Do you have any questions you wish you could ask an expert? Send an email to our team: Equalman@equalman.com   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

Send us a textIn this episode, we sit down with Captain Greg “Boss” Wooldridge, a respected leader in naval aviation history.Greg is the only pilot to have led the Blue Angels three times, a rare distinction that speaks volumes about his leadership, trust, and performance under pressure. His career spans decades of excellence—from a distinguished Navy career, to the flight deck as a FedEx pilot, and now impacting audiences worldwide as a sought-after public speaker.This conversation is packed with insight on leadership, accountability, preparation, humility, and trust, delivered by someone who has lived them at the very highest level.

Robert Khachatryan is the founder and CEO of Freight Right Global Logistics, a Los Angeles–based international freight forwarder. A lifelong entrepreneur, Robert began his business journey at age nine selling newspapers on the streets of Yerevan. A member of the Board of Advisors at USC's Randall R. Kendrick Global Supply Chain Institute, Robert founded Freight Right in 2007 during the global financial crisis with a vision to modernize freight forwarding through technology and execution excellence. Today, Freight Right is recognized as a leading innovator in logistics and a trusted launch partner for emerging supply chain technologies. Robert's insights have been featured in Bloomberg, Forbes, the Journal of Commerce, FreightWaves, and the Los Angeles Times, and he has spoken at leading industry events including TPM, FreightTech, and the USC Supply Chain Summit. In This Conversation We Discuss: [00:00] Intro[01:08] Taking the leap during economic uncertainty[03:45] Eliminating shipping delays that kill buyer intent[09:04] Building Ecommerce solution around freight hurdles[11:05] Callouts[11:16] Bridging commercial freight and ecommerce needs[13:29] Identifying hidden customer pain points early[15:45] Building an MVP from customer feedback[18:00] Rethinking traditional processes to reduce cost[20:41] Unlocking new markets with minimal effortResources:Subscribe to Honest Ecommerce on YoutubeInternational Freight Forwarder freightright.com/Follow Robert Khachatryan linkedin.com/in/khachatryanrobertIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Mark and Melynda bringing all the newest topics in hour 3. Starting with a FedEx driver who is facing a live sentence for kidnapping and strangling a 7-year-old girl. As well as the City of Austin's recent finding of over 2,000 city jobs that are not of use, causing potential for layoffs.See omnystudio.com/listener for privacy information.

Mind Pump Fit Tip: The Magic Macronutrient: The Power of Protein. (2:37) The crazy story of how FedEx almost went bankrupt! (24:33) Going down the 'Squatter Hunter' rabbit hole. (27:32) Approved drugs that get taken off the market. (33:06) Holding your breath to get your way. (39:23) Biggest tantrums. (41:12) Why children save their hardest emotion for their mother. (43:08) The hidden benefits of Shilajit. (49:44) #ListenerCoaching call #1 – Are you genetically limited to gaining more mass? (58:12) #ListenerCoaching call #2 – Advice on progressing my lifting, setting new goals, and modifying the MAPS programs for five days per week. (1:08:19) #ListenerCoaching call #3 – Can you recommend how I can now go on a cut while ensuring I don't hurt my neck while doing exercises? (1:27:12) Related Links/Products Mentioned Get Coached by Mind Pump, live! Visit https://www.mplivecaller.com  Visit Crisp Power for an exclusive offer for Mind Pump listeners! ** Code MINDPUMP10 for 20% off. Give your snack game a serious upgrade. Crisp Power Protein Pretzels deliver super crunchy and delicious snacks that are up to 28g of protein, low carb, zero sugar, and high in fiber! ** Visit Organifi for the exclusive offer for Mind Pump listeners! **Code MINDPUMP at checkout for 20% off** January Promotion: Code NEWYEAR50 at checkout for 50% off the following programs: MAPS Starter, Transform, Anabolic, and Performance! Mind Pump Store Mind Pump #2450: The Smartest Way to Use Protein to Burn Fat & Build Muscle Mind Pump #2763: Eat as Much as You Want, but Don't Get Fat (JUST follow these 2 rules) Mind Pump #2731: The Ultimate Muscle Building Diet (Without Getting Fat) New weight loss drugs could boost cell energy safely Why children save their hardest emotion for their mother Shilajit, a Natural Phytocomplex Acts as a Neuroprotective Agent Against Amyloid Beta-induced Cytotoxicity and Inflammation Shilajit for Testosterone: Scientific Evidence  Shilajit extract reduces oxidative stress, inflammation, and bone loss to dose-dependently preserve bone mineral density in postmenopausal women with osteopenia: A randomized, double-blind, placebo-controlled trial Does Shilajit Increase Muscle Growth? Exploring the Benefits of This Ancient Ayurvedic Treasure Visit Joymode for an exclusive offer for Mind Pump listeners! ** Enter MINDPUMP at checkout for 20% off your first order. ** Mind Pump #2560: How to Break Free from Destructive Body Image Issues Mind Pump #1510: Four Things Women in Their 40's Need to Know About Fitness Mind Pump Podcast – YouTube Mind Pump Free Resources People Mentioned Mike Matthews (@muscleforlifefitness) Instagram Justin Brink DC (@dr.justinbrink) Instagram  

Hello, Booty Gang—and light the candles (but maybe not all at once), because it's Dr. Carlton's birthday week. That's right: Dr. C officially wades into his mid-50s with grace, perspective, and just enough self-reflection to make aging look amazing!While Dr. Carlton reflects on what it means to level up another year, Dangilo balances the vibe by revisiting his own historically cursed birthdays. He shares a drunk San Antonio story. The joys of drunk girls.The guys also weigh in on the Las Culturistas drama, applying their signature blend of pop-culture literacy, emotional intelligence, and “we said what we said” energy. Is it serious? Is it learning opportunity? Is it both? Absolutely.Then it's back to the heart of the show: your questions, your chaos, your butts. One Booty Gang member writes in about rods—hemorrhoids, to be clear—and yes, Dr. Carlton puts the doctor back in doctor. Another listener asks about throat pain, and let's just say: anatomy is discussed, assumptions are challenged, and no one leaves without learning something.We also get a Pig on the Prowl story involving a FedEx delivery guy whose package delivery may or may not have gone exactly as intended. Logistics were involved. Timing mattered. Boundaries were… flexible.Plus, the guys toss a few more things onto the ever-growing list of “69 and a Half Foot Pole”—topics and behaviors they would not touch, approach, or acknowledge, even with legal counsel present.They close it all out with the Love Language of the Week, because despite the mess, the mayhem, and the midlife milestones, this podcast is still about connection… and maybe a little self-awareness.Aging happens. Birthdays disappoint. Packages get delivered.And somehow, BUTT HONESTLY keeps getting better.

My guest today is Josh Panko, President of Leaf Trading Cards. Josh's journey in the sports card industry started at age seven when he opened a card shop in his basement. That childhood passion turned into a remarkable career that's taken him from working at card shops as a teenager, to Upper Deck's product development team, to now leading one of the most creative trading card companies in the industry. What I love about Josh's story is how he built his career by working every angle of the business—retail, distribution, manufacturing, customer service. He learned the entire supply chain, which gave him a perspective that few in the industry have. And today, at Leaf, he's creating some of the most innovative products in the space, from on-card autographs of Hollywood legends like Al Pacino and Clint Eastwood, to unique sports card concepts that major licensed manufacturers can't touch. This conversation is packed with wisdom on hard work, taking initiative, building relationships, and staying humble even as you climb the ladder. Whether you're in the trading card world or not, Josh's lessons on career development and leadership are gold. In this episode we discuss: Why working every level of your industry early in your career creates an unfair advantage - and how Josh's experience in retail, distribution, and manufacturing shaped his leadership at Leaf The handwritten letter strategy that landed Josh his dream job at Upper Deck - and why his father's unconventional advice to FedEx overnight it to the CEO actually worked How being kind to everyone (especially people outside your department) can fast-track your career - Josh's finance department friendships got his projects prioritized over senior colleagues Why Josh would rather employees take initiative and make mistakes than wait for permission - and the Shawshank Redemption lesson about not asking to go to the bathroom The "harder you work, the luckier you get" philosophy - and how Josh turned clocking out at 5pm then returning to work unpaid into career-defining opportunities Get my free Career Pivot Playbook to help navigate your next move: www.omaid.me/newsletter Follow me on LinkedIn: www.linkedin.com/in/omaidhomayun/

Happy New Year, Superheroes! Today, we're reposting an interview from the Pulse Ox Podcast featuring our very own Erik Qualman. Pulse Ox, hosted by Eric Stopper, explores the intersection of science, spirituality, and high performance. In this episode, Equalman shares his inspiring journey from being cut from his high school basketball team to earning a scholarship at Michigan State University under Coach Tom Izzo. He recounts a pivotal moment when losing teeth during practice demonstrated his grit—turning a setback into the key that unlocked his dream and reframing life's challenges as events happening for us rather than to us. The conversation also explores spirituality, fatherhood goals, and balancing family time amid a busy life.   Topics Covered in this Episode: Equalman's Gritty Basketball Triumph "For Me, Not To Me" Mindset Spiritual Synchronicities Dad Goals & Kindness Book   Listen to the original episode here: Pulse Ox | Podcast on Spotify   Is there a guest you want Equalman to interview on the podcast? Do you have any questions you wish you could ask an expert? Send an email to our team: Equalman@equalman.com   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

This audio clip from Erik Qualman's #1 bestselling book The Focus Project explores the benefits of standing rather than sitting throughout the workday, highlighting how even small movements can lead to meaningful health and productivity gains.   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

In this episode, we'll hear what can happen when brokers aren't financially prepared to weather market swings and how new regulations reshape the freight landscape with today's returning guest, Ken Adamo from DAT Freight & Analytics! We break down the new FMCSA broker financial responsibility rule, why automatic authority revocation within seven days is a necessary step toward freight market stability, stronger broker compliance, and more reliable carrier payments, the current freight market conditions—rates are moving up, but volumes and gross margins are flat, putting real pressure on broker profitability heading into early 2026, and why transparent pricing, flexible 12-month contracts, and honest shipper conversations matter more than ever!   About Ken Adamo Ken Adamo, Chief of Analytics and Vice President of Strategy and Business Development at DAT Freight & Analytics, leads strategy, customer engagement, and industry analysis. He played a key role in DAT's acquisition of Trucker Tools, strengthening the company's visibility solutions. A recognized expert in freight market trends, Adamo has helped customers navigate shifting conditions by translating complex data into practical insights. He has led key strategic initiatives, advanced predictive analytics, and serves as a trusted resource for industry analysts, customers, and journalists. Before DAT, he led pricing and decision science teams at FedEx, developing forecasting models to optimize decision-making and profitability. He was named a 2025 Pro to Know (Rising Stars category) by Supply & Demand Chain Executive and has been quoted in the Wall Street Journal and trade publications. Ken holds a bachelor's degree in Finance from the University of Akron and an MBA from The Ohio State University.   Connect with Ken Website: https://www.dat.com/  LinkedIn: https://www.linkedin.com/in/ken-adamo-8481611a/ / https://www.linkedin.com/company/dat-freight-and-analytics/  

UPS defines a residential surcharge as a residential delivery made to a home, including a business working out of a home. Furthermore, an added shipping charge will apply for each residential delivery. However, this fee applies in two cases. If either the delivery address entered or the actual delivery address is deemed residential by UPS. Read More.  Since 2006, Refund Retriever has audited FedEx and UPS packages for late deliveries and billing mistakes. Through a complete logistics analysis, we assist shippers in maximizing carrier discounts and achieving best-in-class pricing. Are you paying too much for your shipping? Refund Retriever also offers a solution to all your Amazon FBA reimbursement problems. We manually check the whole inventory lifecycle to guarantee all inventory is available for sale. To learn more about FedEx/UPS auditing, contract negotiation, or Amazon FBA reimbursement services, visit: https://zurl.co/ZUqV

Top Stories for January 1st Publish Date: January 1st From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Thursday, January 1st and Happy birthday to Verne Troyer I’m Peyton Spurlock and here are your top stories presented by KIA Mall of Georgia. Meet Aloka, the peace dog winning hearts nationwide during Walk for Peace Gwinnettians urged to 'treecycle' their live Christmas trees $100K in Pokémon cards stolen from Carrollton shop Plus, Leah McGrath from Ingles Markets on breads All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: Sugar Hill Ice Skating Rink STORY 1: Meet Aloka, the peace dog winning hearts nationwide during Walk for Peace If you’ve ever seen a serene dog strolling alongside Buddhist monks—sometimes dressed better than the humans—you’ve probably met Aloka, the Peace Dog. Aloka isn’t flashy. He doesn’t bark for attention or demand the spotlight. But somehow, he’s become the quiet soul of the Walk for Peace, embodying everything it stands for. He walks when he can, rides when he’s tired, and never strays from the monks’ side. Once a stray in India, Aloka chose this life. Literally. He started following the monks during a peace walk years ago and never stopped. Now, he’s trekking across the U.S., his calm presence lifting spirits and drawing fans online. Despite the growing attention, Aloka stays grounded. He’s shy with fans, content to rest his paws in the grass or wait patiently for the next step. He doesn’t need words or signs to make his point. Aloka just shows up, step after step, proving that quiet compassion can be the loudest message of all. STORY 2: Gwinnettians urged to 'treecycle' their live Christmas trees Christmas 2025 is officially in the rearview mirror, and if you went with a live tree this year, you’re probably staring at it now, wondering, “What the heck do I do with this thing?” Gwinnett Clean and Beautiful has your answer: “Treecycle” it. Yep, their annual Bring One for the Chipper program is back, and they’re asking families to drop off their used live trees at participating fire stations by Jan. 21, 2026. The trees will be chipped into mulch for parks and public spaces—because why let a perfectly good tree go to waste? The big chipping event happens Jan. 24 at Bethesda Park in Lawrenceville, and volunteers are needed. Want to help? You’ve got to be at least 14, and you can sign up through Volunteer Gwinnett. Oh, and a quick heads-up: no lights, tinsel, ornaments, or stands—just the tree, bare and ready for its second act. Questions? Call 770-822-5187 or email gwinnettcb@gwinnettcb.org. STORY 3: $100K in Pokémon cards stolen from Carrollton shop Christmas Eve took a sour turn for Tag Collects, a local trading card shop, when a thief smashed their way in and made off with over $100,000 in rare Pokémon cards and sealed merchandise. Co-owner Tommy Brown got the alert early that morning—someone had hurled a tow hitch ball through the front door. In under two minutes, the thief grabbed rare gems like the coveted Umbreon “Moonbreon” card (worth $3,000) and Gold Star Rayquazas, valued at $14,000 combined. Sealed boxes, some worth up to $12,000 each, were also taken. The store has launched a GoFundMe to cover repairs and payroll, while Carrollton police are asking anyone with tips to come forward. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: Kia Mall of Georgia STORY 4: Is New Year's Day a federal holiday? Here's what's open and closed The first day of 2026 is here, and while it’s a holiday for many, it might throw a wrench in your plans if you’re trying to run errands or grab last-minute essentials. Here’s the deal: Walmart? Open. Target? Open. Costco? Nope, closed. Same for Aldi and Trader Joe’s. Whole Foods? Modified hours. CVS and Walgreens? Open, but check for reduced pharmacy hours. Mail? Forget it—USPS, UPS, and FedEx are all taking the day off. Banks and government offices? Closed too. Moral of the story? Plan ahead. STORY 5: Wesleyan Grad Eva Garabadian Earns Auburn Basketball Spot in Open Tryout Eva Garabadian thought basketball was behind her. Done. She’d moved on. A former three-sport star at Wesleyan—basketball, lacrosse, softball—she started her college hoops career at Georgia College and State University, a Division II school. One season, 16 games off the bench. Then she transferred to Auburn, not for sports, but for life. Basketball? That chapter was closed. She played pickup games, joined Auburn’s club lacrosse team, and settled into her new normal. Until October. A random Instagram post about walk-on tryouts flipped everything. Two weeks later, she was at Neville Arena, trying out. No nerves, just drills she’d done a hundred times. Worst case? She’d go back to her regular life. Best case? A dream she thought was over might come back. And it did. A text from Auburn’s new head coach, Larry Vickers, sealed it: she made the team. Now, she’s an SEC basketball player. From Division II to SEC, from thinking it was over to living the dream again—Eva’s story is proof that sometimes, life gives you a second chance when you least expect it. FALCONS: The Falcons’ season, a rollercoaster of confusion and chaos, somehow got even weirder Monday night. Already eliminated from playoff contention weeks ago, Atlanta (7-9) pulled off a dramatic 27-24 win over the Rams, their third straight victory in a season that’s been equal parts frustrating and baffling. Zane Gonzalez nailed a 51-yard field goal with 21 seconds left, capping a game where Atlanta blew a 21-point lead but still managed to hang on. It’s been that kind of year—beating Super Bowl contenders like Buffalo and L.A., but losing to teams like the Jets and Panthers. Go figure. Bijan Robinson was unstoppable, racking up 195 rushing yards, two touchdowns, and a highlight-reel 93-yard run that left jaws on the floor. Rookie safety Xavier Watts continued his breakout season with two interceptions, tying Deion Sanders’ rookie record for Atlanta. But let’s not sugarcoat it—this season’s been a mess. Special teams? A disaster, with yet another blocked field goal returned for a touchdown. The Cousins signing? A head-scratcher. And yet, somehow, the Falcons are ending the year on a high note, showing flashes of the potential fans expected back in August. For now, though, they’ll be watching the playoffs from the couch—again. Break 3: GCPL Passport And now here is Leah McGrath from Ingles Markets on breads We’ll have closing comments after this Break 5: Ingles Markets Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: www.ingles-markets.com www.kiamallofga.com Ice Rink – Downtown Sugar Hill Team GCPS News Podcast, Current Events, Top Headlines, Breaking News, Podcast News, Trending, Local News, Daily, News, Podcast, Interviews See omnystudio.com/listener for privacy information.

Who actually decides when a nickname sticks, the brand or the people using it? Think about how Kleenex, Band-Aid, and Coke became everyday words… or how PBR, Jäger, and FedEx turned into shorthand without anyone asking permission. So why do some nicknames catch fire while others die on the vine? Is it repetition, authority, timing, or dumb luck? Henry Young, the founder and CEO of Avari Research, joins Ian Hoch to talk about the phenomenon.

In "The Fulfillment Playbook: ShipStation's Strategy for Building an Unbreakable Shipping Network", Joe Lynch and Josh Steinitz, Chief Strategy Officer at Auctane, discuss how to turn complex global logistics into a seamless competitive advantage. About Josh Steinitz Josh Steinitz serves as Chief Strategy Officer at Auctane, a leading global company empowering businesses with intelligent mailing and shipping solutions through trusted products like ShipStation, Stamps.com, Metapack, and Packlink. In his role, Steinitz leads corporate development, strategic partnerships, carrier relationships and strategy, and cross-border solutions. With a distinguished career in both travel and logistics, Steinitz previously led corporate business development for Amazon Worldwide Operations, held senior leadership positions at Revinate and Away.com, and founded NileGuide. Steinitz holds a bachelor's degree from Princeton University. About ShipStation Every day, tens of thousands of ecommerce businesses rely on ShipStation to solve the day-to-day challenges of importing orders and processing shipments. Since 2011, ShipStation's online shipping solution has helped businesses scale and deliver exceptional customer experiences—wherever they sell and however they ship. The multi-channel and multi-carrier platform offers over 400 integrations and partnerships with leading shopping carts, marketplaces, carriers, and fulfillment services, including USPS, UPS, FedEx, GlobalPost, Amazon, Shopify, and BigCommerce. ShipStation is a member of the Auctane family of companies and is headquartered in Austin, TX. For more information, visit www.shipstation.com. Key Takeaways: The Fulfillment Playbook: ShipStation's Strategy for Building an Unbreakable Shipping Network In "The Fulfillment Playbook: ShipStation's Strategy for Building an Unbreakable Shipping Network", Joe Lynch and Josh Steinitz, Chief Strategy Officer at Auctane, discuss how to turn complex global logistics into a seamless competitive advantage. Diversification is the Foundation of "Unbreakable" Logistics: Drawing from Josh's experience at Amazon Worldwide Operations (where he helped launch Amazon Logistics and expand Amazon Air), a primary takeaway is that a resilient network cannot rely on a single carrier. An unbreakable strategy requires a multi-carrier approach—integrating giants like UPS and FedEx with regional players and postal services to mitigate risks like strikes, capacity crunches, or price hikes. Move from "Reactive Shipping" to "Proactive Strategy": As Chief Strategy Officer, Josh emphasizes that shipping should not be an afterthought at the end of a sale. The "Playbook" involves using logistics as a competitive lever. By leveraging Auctane's suite of tools (ShipStation, Metapack, etc.), businesses can transform fulfillment from a cost center into a strategic asset that drives customer retention. Automation is the Antidote to Operational Complexity: ShipStation's core value proposition is streamlining the "day-to-day challenges of importing orders." Automation is key - automatically selecting the best carrier, service, and packaging based on pre-defined criteria. This eliminates human error and allows a small team to handle the volume of a much larger enterprise. The Power of "Unified Commerce" and Deep Integration: With over 400 integrations, ShipStation's strategy highlights that an unbreakable network must be "plug-and-play." Your fulfillment system should seamlessly sync with marketplaces (Amazon, eBay), platforms (Shopify, BigCommerce), and inventory management. Leveraging "The Amazon Effect" for Small and Mid-Sized Brands: Josh's background at Amazon gives him unique insight into what consumers now expect: speed, transparency, and low costs. A major takeaway is how ShipStation democratizes these "Amazon-level" capabilities for smaller merchants, providing them with discounted rates and branded tracking experiences that allow them to compete with the world's largest retailers. Multi-Channel Order Centralization: ShipStation acts as a "single pane of glass" by integrating with over 100 different e-commerce marketplaces (like Shopify, Amazon, and eBay). For a shipper, this eliminates the need to jump between platforms; it centralizes every order into one dashboard, significantly reducing manual data entry and the risk of fulfillment errors. Automated Rate Shopping and Discounted Shipping: The platform provides instant access to deeply discounted rates with major carriers like UPS, USPS, and FedEx. Shippers can use automation rules to "rate shop" in real-time - automatically selecting the most cost-effective or fastest carrier based on the package's weight, destination, or service level - which directly protects profit margins and scales shipping operations without adding headcount. Learn More About The Fulfillment Playbook: ShipStation's Strategy for Building an Unbreakable Shipping Network Josh Steinitz | Linkedin ShipStation | Linkedin ShipStation The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Likefolio's Megan Brantley notes that FedEx (FDX) is turning the corner. For the first time in a long time, the package delivery company is surpassing rival United Parcel Service (UPS) in overall consumer sentiment. Megan also notes that FedEx has carved out a niche in large and bulky deliveries, as well as in the B2B and healthcare segments.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Episode 182. What do you do if the shippers (UPS or FedEx) lose the documents? It's happened to me as a signing agent, and as a signing service we see it a lot. Here are my tips on how to handle the situation.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:Loan Signing System http://loansigningsystem.com/?afmc=3ewCRM: https://learn.loansigningsystem.com/masterclass-2025?am_id=derek51931-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Complete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

Are you fanning the flames of your child's imagination or accidentally dousing them? Drawing inspiration from the founder of FedEx—who was told his business plan was impossible—Dr. Roger Smith warns parents against "thinking in obstacles." This episode features the classic poem "Can and Can't" to illustrate the power of perseverance. Learn why your children sometimes need to risk failure to find their mission and how you can be the voice that encourages them to "go for it" rather than the one who says it can't be done. Visit me at: https://rogersmithmd.com/ This has been a production of ThePodcastUpload.com 

In this episode I'm going to do something a little different. As we wind down for the year, we're going to be running some of our favorites from 2025 until the new year begins.Let's take a look back at some of the overall themes discussed and point out a few highlights for me. I won't be able to highlight everything of course but I found 5 themes really interesting. And, I won't lie - I had a little help from AI in doing this. But that's also kind of the point. We have all been using AI to do things to make our work easier, and I thought that poring through 150+ episodes recorded over 12 months is a perfect thing to have AI help me with. About Greg Kihlström Greg Kihlström is a best-selling author, speaker, and entrepreneur, and serves as an advisor and consultant to top companies on marketing technology, marketing operations, and digital transformation initiatives. He has worked with some of the world's top brands, including Adidas, Coca-Cola, FedEx, HP, Marriott, Nationwide Insurance, Victoria's Secret, and Toyota. He is a multiple-time Co-Founder and C-level leader, leading his digital experience agency to be acquired in 2017, successfully exited an HR technology platform provider he co-founded in 2020, and led a SaaS startup to be acquired by a leading edge computing company in 2021. He currently advises and sits on the Board of a marketing technology startup.In addition to his experience as an entrepreneur and leader, he earned his MBA, is currently a doctoral candidate for a DBA in Business Intelligence, and teaches several courses and workshops as a member of the School of Marketing Faculty at the Association of National Advertisers. He has served on the Virginia Tech Pamplin College of Business Marketing Mentorship Advisory Board, the University of Richmond's CX Advisory Board, and was the founding Chair of the American Advertising Federation's National Innovation Committee.  Greg is Lean Six Sigma Black Belt certified, is an Agile Certified Coach (ICP-ACC), and holds a certification in Business Agility (ICP-BAF).  Greg Kihlström on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Resources The Agile Brand Podcast: https://www.gregkihlstrom.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

FedEx is facing nationwide outrage after the received a massive government contract while at the same time allegedly using the H1B visa program to replace American workers.See omnystudio.com/listener for privacy information.

Episode 313: It's almost Christmas, the packages are at the mercy of FedEx and UPS, and Lori's dad is calling two days before the holiday wondering if he should buy gifts for all the grandkids. In other words, peak season energy.In this episode, Lori brings a list she found called “10 signs you're mentally strong (but may not realize it)” and the conversation turns into a surprisingly relatable look at mental toughness, what it really means, how it changes with age, and why it matters so much when you're running a flower shop. From cutting off toxic customers, to forgiving without reconnecting, to saying no without guilt, to not overreacting to one bad review, Lori and Vonda connect real-life growth to real-life business ownership. They also talk about healing privately, staying focused instead of posting everything, and learning to use silence as a strategy—especially in the rare quiet moments between seasons.Sponsored by: Flower CliqueFlower Clique Prep SchoolReal Life Retail Florist

Be open-minded, ditch the negativity, and yes, you can buy that small-town business and make it work. In this episode, Mary Jo sits down with client and Iowa rancher/feed-store owner Erica Lance, who walked away from a 14-year corporate food job to buy a 60-year-old feed store in a town of 1,000 people… during COVID.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of an earnings doubleheader: Nike shares tumbled as weak sales in China overshadowed a Q2 beat and strength in North America. What is the status of the company's turnaround plan? Shares of FedEx also down despite better-than-expected quarterly results. The anchors also discussed OpenAI reportedly kicking off a new fundraising round that could value the maker of ChatGPT by as much as $830 billion. Also in focus: Oracle shares in rally mode, Carnival surges on earnings, Fed governor Waller in the mix as President Trump narrows his search for a new Fed chair, what's triggering Bank of America's sell signal.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom discuss Nike's earnings, FedEx's earnings, and the weakening yen.Song: Wonderful Christmastime - Paul McCartneyFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Nike and Fedex on the move after reporting results. The details from those quarters, and why today's delayed CPI data isn't calming one market forecaster's inflation worries. Plus Shares of Insmed taking a dive as the company discontinues development of a key drug after disappointing trial results. What it means for Insmed's future, and what one health care analyst sees in store for the broader sector.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this replay from the Kindness Matters series, Kristine Carlson sits down with global leadership expert, humanitarian, and #1 bestselling author Robin Sharma for a heartfelt, wisdom-rich conversation on why kindness is foundational to life mastery, leadership, and meaningful success.    You'll learn: the unforgettable story of Robin meeting Richard Carlson, and the last words Richard shared how relationships, service, and generosity fuel success and build great companies Robin's learning framework, The Four Interior Empires of Mindset, Heartset, Healthset, and Soulset which strengthens our inner foundation so we show up as our best self This inspiring conversation reminds us that kindness is not only who we are at our best—it's what elevates every area of our lives.   Guest bio: Robin Sharma is a globally respected humanitarian who, for over a quarter of a century, has been devoted to helping human beings realize their native gifts. Widely considered one of the top leadership and personal mastery experts and speakers in the world, his clients include NASA, Microsoft, Nike, Unilever, General Electric, FedEx, HP, Starbucks, Oracle, Yale University, PwC, IBM Watson, and the Young Presidents' Organization. As a presenter, Robin Sharma possesses the rare ability to electrify an audience while delivering uncommonly original and tactical insights that lead to individuals doing their best work, teams providing superb results and organizations becoming unbeatable. His #1 international bestsellers such as The 5AM Club, The Wealth Money Can't Buy, The Everyday Hero Manifesto, The Monk Who Sold His Ferrari, and Who Will Cry When You Die? have sold 25+million copies in over ninety-two languages and dialects; making him one of the most widely read authors in the world.    As a special thank you to our listeners, please visit www.kristinecarlson.com/kindness for a free download of an invigorating guided meditation by Kristine—an exclusive sneak peek of her Guided Meditation Series releasing soon.  

After AI bubble concerns sparked a sell-off last week, investors are turning the page and preparing for a big week of economic data. Tomorrow, we will finally get a peek at the delayed October and current November jobs reports, both delayed by this fall's historic shutdown. This week, we will also get new inflation data, as well as earnings from companies like FedEx, Nike, and chipmaker Micron Technology. Ryan Payne, the President of Payne Capital Management, joins FOX Business' Gerri Willis to preview the week, look back at 2025, and discuss how tariffs did not create the recession some expected. Payne also shares his outlook for 2026. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dave and Chuck the Freak talk about things to look forward to in December, Al Roker gave kid Golden Ticket and she wasn't pleased, old story of Cabbage Patch Kids on Black Friday, complicated pizza order, things that are normal to have one of but not 2, woman tried to stab BF at Thanksgiving, shooting at mall on Black Friday, 2 ladies driving crashed into tree and went into water, FedEx driver crashed into creek, life saved by pet rabbit, Cort tried Dave's sweet cream, man stabbed in parking lot after UofM-OSU game, kid who is world champion bull rider, 50 Cent's Diddy doc, Amy Schumer pictured without wedding ring, new name in running for James Bond, Clooney lost out on role to Brad Pitt, Johnny Cash estate suing Coke, Dolly asked about wearing wigs by bald man, Chinese man had lighter in stomach for 30 years, people arrested for Florida Keys threesome in public, road rage incident, woman gained 2 lost sisters on 23 & Me, cat loose on plane, someone walked in on guy in plane bathroom, OnlyFans star busted peeing over stuff in store, teacher struck by lightning, Hertz AI scanners, unintended date you share when you post pictures, Oxford Dictionary word of the year: Rage Baiting, 90-year-old man still skateboarding, missing art found in home put up for sale, and more!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dave and Chuck the Freak talk about things to look forward to in December, Al Roker gave kid Golden Ticket and she wasn’t pleased, old story of Cabbage Patch Kids on Black Friday, complicated pizza order, things that are normal to have one of but not 2, woman tried to stab BF at Thanksgiving, shooting at mall on Black Friday, 2 ladies driving crashed into tree and went into water, FedEx driver crashed into creek, life saved by pet rabbit, Cort tried Dave’s sweet cream, man stabbed in parking lot after UofM-OSU game, kid who is world champion bull rider, 50 Cent’s Diddy doc, Amy Schumer pictured without wedding ring, new name in running for James Bond, Clooney lost out on role to Brad Pitt, Johnny Cash estate suing Coke, Dolly asked about wearing wigs by bald man, Chinese man had lighter in stomach for 30 years, people arrested for Florida Keys threesome in public, road rage incident, woman gained 2 lost sisters on 23 & Me, cat loose on plane, someone walked in on guy in plane bathroom, OnlyFans star busted peeing over stuff in store, teacher struck by lightning, Hertz AI scanners, unintended date you share when you post pictures, Oxford Dictionary word of the year: Rage Baiting, 90-year-old man still skateboarding, missing art found in home put up for sale, and more!