Podcasts about new york state society

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Best podcasts about new york state society

Latest podcast episodes about new york state society

The Food Institute Podcast
How Food and Beverage Can Contend with Uncertainty

The Food Institute Podcast

Play Episode Listen Later Mar 25, 2025 23:23


This Episode is Sponsored by: CBIZ Tariffs, geopolitical tensions, and inflation are all weighing on the food and beverage industry and consumers alike, but what can industry leaders do to persevere amid uncertainty? Lou Biscotti from CBIZ's Food and Beverages Services Group shares his insights on The Food Institute Podcast. More about Louis Biscotti: Louis Biscotti is the national leader of CBIZ's Food and Beverage Services group. He has been an entrepreneurial leader in accounting for over 40 years. Mr. Biscotti has focused his efforts on improving his clients' growth and profitability and has guided many companies in their development from small emerging entities into organizations worth hundreds of millions of dollars. While his clients represent a variety of industries, he is particularly well known for his work in manufacturing and distribution, especially with food and beverage companies. An active member of many local chambers of commerce, Mr. Biscotti served as a trustee for the Foundation for Accounting Education and was a board member of the New York State Society of Certified Public Accountants (NYSSCPA). He is a former president of the Accounting Circle and an Executive Advisory Board member of St. John's, his alma mater, and Molloy College. He also serves on the advisory boards for many of his clients, where the cumulative experience of his 40 years in practice and work with nearly 1,000 companies gives those clients an invaluable edge. More about CBIZ: As of November 2024, Marcum LLP is now a part of CBIZ. Our Food & Beverage Services group has the perfect recipe of knowledge and service capabilities to help you stay flexible. Our professionals provide the accounting, tax, and consulting services so that you can concentrate on the growth of your business. Just as our service capabilities are diverse, so, too, are the types of food and beverage clients we serve, including distributors and manufacturers, importers, restaurant chains, processors and packaging, agribusinesses, and retailers. CBIZ, Inc. (NYSE:CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth. Learn more: https://www.cbiz.com/accounting-tax/industries/retail/food-beverage

FOXCast
Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind

FOXCast

Play Episode Listen Later Feb 27, 2025 31:03


Today, I'm excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial services space. He is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group. Michael and his firm Golconda Partners are valued advisor members of FOX, and we are very fortunate to have their knowledge and expertise as part of our membership community. In today's conversation, we focus on the topic of private placement live insurance (or PPLI) and the many ways enterprise families and their family offices can deploy this versatile tool. Michael starts us off with the basics, providing an overview of how PPLI works and why wealthy families should consider exploring PPLI policies. There are multiple ways PPLI can create value for wealthy families, and Michael goes over the different use cases and strategies families and family offices can pursue to deploy PPLI, either as a traditional life insurance product or as a vehicle to optimize returns, wealth transfers, or income. Michael offers some practical tips for UHNW families, family office professionals, and external family wealth advisors for how to best leverage PPLI policies. He then covers the common cautionary tales and watchouts, describing what could go wrong and sharing his insights on the what families and their advisors should beware when utilizing PPLI policies for the different risk management and tax optimization use cases they can serve. Don't miss this highly instructive conversation with one of the best recognized PPLI experts and insurance entrepreneurs in the UHNW space.

Inspired to Lead
From Recession to Partner; A Journey of Advocacy & Leadership - with Rachel Stein

Inspired to Lead

Play Episode Listen Later Jan 30, 2025 37:20


In this episode Talia Mashiach welcomes Rachel Stein, head of tax at Roth & Co. Rachel shares her inspiring journey from starting as an accountant to becoming the first female partner at Roth & Co. She emphasizes the importance of self-advocacy, balancing a demanding career with raising three children, and developing leadership skills through coaching. Rachel also discusses the challenges and dynamics of working in a male-dominated firm and provides valuable advice on career advancement and effective leadership.     00:00 Introduction to Inspire to Lead Podcast 00:27 Meet Rachel Stein: Journey to Partnership 01:08 Balancing Career and Family 02:37 Rachel's Role at Roth & Co 05:37 Advocating for Career Advancement 14:17 Growing Up and Early Influences 16:57 Career Beginnings and Challenges 19:26 Personal Life and Support System 19:46 Career Beginnings and Current Role 20:21 Balancing Work and Family Life 20:53 Work Hours and Flexibility Post-COVID 22:18 Support System and Managing Responsibilities 23:48 Family Time and Shabbos Preparation 26:24 Vacations and Work-Life Balance 28:17 Mentorship and Leadership 30:40 Superpowers and Career Reflections 34:27 Final Thoughts and Advice     About Rachel Stein: Since joining Roth&Co in 2010, Rachel Stein, CPA has worked her way up to partner as she now leads Roth&Co's tax compliance division. Rachel serves clients in multiple industries including healthcare and real estate, and supervises a skilled team of CPAs that assist clients with entity structuring, reporting obligations and compliance needs. Rachel specializes in U.S. and foreign tax compliance matters and provides support to a large client base of foreign investors. She works to optimize the structure of her clients' foreign and U.S. cross-border activities to ensure maximum tax efficiency and seamless compliance. Her client roster includes many international businesses and individuals, including those from Europe, Canada, Asia, the Middle East and South America. Rachel is a 2007 graduate of Brooklyn College where she earned her B.S., with honors, in accounting. She is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA). https://rothcocpa.com Powered By Roth & Co The JWE For guest suggestions, please email Talia: podcast@thejwe.org

Sons of CPAs
240 Separating Fact from Fiction in Accounting from a Loyal CPA (feat. Calvin Harris Jr, CPA)

Sons of CPAs

Play Episode Listen Later Dec 24, 2024 46:04


Episode 240 FACULTY: Calvin Harris Jr, CPA In this episode, Scotty interviews Calvin Harris Jr., the CEO of the New York Society of CPAs. Calvin shares his extensive career journey, his background, his love for music and tattoos, and his thoughts on the future of accounting amidst technological changes such as AI. Calvin passionately advocates for the CPA profession, emphasizing the opportunities it offers and its evolving nature with advancements in technology. Sit back and take notes on the state of the Accounting Profession.

The TheatreArtLife Podcast
Ep.13: William Gorlin: Vice President of Entertainment Engineering - “Using Math and Science to Bring Entertainment to Life” (Video)

The TheatreArtLife Podcast

Play Episode Listen Later Aug 26, 2024 49:19


William Gorlin serves as McLaren Engineering Group's Vice President - Entertainment Division, is a graduate of Cornell University, and is registered as a Professional Engineer in 26 States. His 38 years of experience include engineering of scenic, entertainment and amusement structures, staging, rigging, theatrical infrastructure, buildings, show action equipment, scenic elements, theme park attractions, architectural theming, sculptures, and other frameworks, worldwide. Mr. Gorlin is a member of the ESTA Rigging Working Group, ASTM Committee F24 for Amusement Rides and Devices, and Structural Engineers Association of New York.  Bill received the 2024 Backstage Legend and Master Award from the Broadway Technical Theatre History Project and was named “Engineer of the Year” in 2018 by the New York State Society of Professional Engineers. Bill is the author of the “Structural Behavior” chapter in Entertainment Rigging for the 21st Century, Ed. Bill Sapsis, Focal Press, 2015.   @stagelync Thank you to our sponsor @clear-com The StageLync Podcast is a branch of our larger StageLync Community. Come visit us at www.stagelync.com

The TheatreArtLife Podcast
Ep.13: William Gorlin: Vice President of Entertainment Engineering - “Using Math and Science to Bring Entertainment to Life” (Audio)

The TheatreArtLife Podcast

Play Episode Listen Later Aug 26, 2024 49:19


William Gorlin serves as McLaren Engineering Group's Vice President - Entertainment Division, is a graduate of Cornell University, and is registered as a Professional Engineer in 26 States. His 38 years of experience include engineering of scenic, entertainment and amusement structures, staging, rigging, theatrical infrastructure, buildings, show action equipment, scenic elements, theme park attractions, architectural theming, sculptures, and other frameworks, worldwide. Mr. Gorlin is a member of the ESTA Rigging Working Group, ASTM Committee F24 for Amusement Rides and Devices, and Structural Engineers Association of New York.  Bill received the 2024 Backstage Legend and Master Award from the Broadway Technical Theatre History Project and was named “Engineer of the Year” in 2018 by the New York State Society of Professional Engineers. Bill is the author of the “Structural Behavior” chapter in Entertainment Rigging for the 21st Century, Ed. Bill Sapsis, Focal Press, 2015.   “ATTENTION SPOTIFY LISTENERS: IF you want to WATCH this with VIDEO, you can also subscribe to our video version: https://open.spotify.com/show/5e9KnBRZdjUTXTvCe6Nrqm?si=6639537c61044396” @stagelync Thank you to our sponsor @clear-com The StageLync Podcast is a branch of our larger StageLync Community. Come visit us at www.stagelync.com

Journal of Accountancy Podcast
Longtime CPA leader: ‘An amazing time to be in the profession'

Journal of Accountancy Podcast

Play Episode Listen Later Jun 26, 2024 19:13


Calvin Harris, CPA, knew he wanted to be an accountant well before he got to college. He had several mentors who helped him make that decision. It's one reason he believes that accountants need to reach students early and tell a better story about the profession. Harris was first on the JofA podcast in February 2022, when he was CFO of the National Urban League. Today, he's CEO of the New York State Society of CPAs and keenly aware of some of the profession's issues related to available talent. He discussed some of the ways accountants can help attract candidates to the profession and commented on the draft recommendations in the recently published report by the National Pipeline Advisory Group. What you'll learn from this episode: How technology has energized Harris and how it's empowering young CPAs. How Harris's mother, a former high school teacher, influenced his career choice. The crucial role diversity and inclusion can play in the future of the profession, according to Harris. Why telling a better story — and telling it early and often — is a must to address accounting pipeline concerns. How Harris, later in life, added the New York City Marathon to his list of accomplishments.

Thrivecast: A Podcast for Accountants
Episode #156: Changing Perception in Accounting with Calvin Harris

Thrivecast: A Podcast for Accountants

Play Episode Listen Later Jun 25, 2024 48:33


Welcome to another Thrivecast episode, where Jason and Calvin Harris dive deep into the evolving landscape of the accounting profession. They tackle the intricate rules and regulations that impact the mobility of CPAs across states, emphasizing the crucial role of state CPA societies in advocating for the profession and protecting public trust. Calvin Harris, the CEO of the New York State Society of CPAs, recounts pivotal moments in his career, including his unexpected ascent to leadership roles and his passion-driven journey. Jason and Calvin will also explore pressing issues like the 150-hour rule, private equity's role in modernizing firms, and the need to reshape the perception of the accounting profession starting as early as middle school. We'll discuss the importance of mentoring, the non-linear career paths enabled by technology, and the future of accounting amid a changing professional landscape. Join us as we unravel these themes and more in a dynamic conversation that promises to provide valuable insights for professionals at every stage of their careers.

The Paychex Business Series Podcast with Gene Marks - Coronavirus
NY CPA Spotlight: Innovation and Recruitment Mark the Future of Accounting Profession

The Paychex Business Series Podcast with Gene Marks - Coronavirus

Play Episode Listen Later May 29, 2024 29:57


Calvin Harris has one of the most geographically and economically diverse state accounting professional societies to oversee as CEO of the New York State Society of CPAs. He brings his diverse experiences to the role, emphasizing building relationships and partnerships while stressing key factors such as harnessing and leveraging AI to reinvent the work CPAs do and the roles they can create. He talks on Paychex THRIVE, a Business Podcast, about how to bridge the gap between traditional practices and innovative approaches – including recruitment – and how to appreciate the adaptable nature of the profession while finding balance in your personal life.  Topics Include: 00:00:00: Episode Preview 00:01:10: Introduction to Calvin Harris 00:01:29: Some Background on Calvin Harris 00:02:42: Calvin's Love for Funny T-Shirts 00:05:13: Differences Between CFO and CEO Roles 00:06:16: Challenges of Being a CEO - Balance of Costs and Investments 00:08:59: Unique Needs of New York CPAs 00:09:30: Importance of Local Chapters for NYSSCPA 00:14:08: Recruiting for Accounting Profession 00:16:10: Technology's Impact on the CPA Profession 00:18:24: Changes to the CPA Exam and Requirements 00:21:56: Investing in Yourself and Your Career Path 00:24:42: Future Focus for Accounting Professionals 00:26:00: Using Technology as Leverage in Career 00:27:05: What's New and Where are the Successes  00:29:11: Wrap-up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

The Confident Retirement
Ep 134: In Tax Disputes, Experience Matters

The Confident Retirement

Play Episode Listen Later Feb 1, 2024 40:32


The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. In this installment of The Confident Retirement podcast, featuring Kris Flammang, we delve into the intricate realm of tax litigation, emphasizing the pivotal role of seasoned expertise. Karen Tenenbaum, a distinguished tax attorney with a remarkable tenure of 39 years, bolstered by an LL.M. in Taxation and credentials as a Certified Public Accountant. As the visionary founder of Tenenbaum Law, P.C., based in Melville, NY, Karen has dedicated the past quarter-century to advocating for individuals and businesses ensnared in the complexities of IRS and New York State tax disputes. Renowned for her profound acumen in tax law, Karen Tenenbaum is a venerated figure on the lecture circuit, imparting her extensive knowledge on IRS and NYS tax matters to esteemed professional groups such as the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, and the New York State Society of Enrolled Agents, among others. In her current roles as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee, she continues to shape the discourse in tax law, while her firm steadfastly champions the resolution of tax dilemmas for a myriad of clients. Tune in to this enlightening episode of The Confident Retirement with Karen Tenenbaum for a discourse replete with sophisticated insights into the nuances of tax law. Highlights of this week's episode include: An exploration of the circumstances under which the government may initiate the withdrawal of funds from personal accounts. A discussion on the strategic significance of carving out a specialized niche in the vast landscape of professional practice. Prudent strategies to mitigate the risk of triggering a tax audit. An overview of New York's commendable initiative for voluntary disclosure, a program exemplary in its approach to tax regulation. Connect with Karen: https://www.litaxattorney.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Accounting Today Podcast
What's holding the profession back?

Accounting Today Podcast

Play Episode Listen Later Oct 30, 2023 46:56


AJ Johnson, Geoff Brown and Calvin Harris share their unique perspectives as African-Americans who lead three of the biggest state CPA societies (respectively, the New Jersey Society of CPAs, the Illinois CPA Society, and the New York State Society of CPAs) on the major challenges facing their members, the primacy of the pipeline problem as an issue, and the role diversity can play in alleviating it -- if the profession can find a way to diversify itself.

Accounting Influencers
The Fight for Relevance in Accounting: Calvin Harris

Accounting Influencers

Play Episode Listen Later Oct 23, 2023 37:14


Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioCalvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from

Awakened Nation
The Next Level in Networking, an interview with ARG founder Bruce Libman

Awakened Nation

Play Episode Listen Later May 23, 2023 47:19


What if I were to tell you that networking is dead? Bruce Libman has reinvented the networking group with ARG: Accountants Resource Group. Bruce opens up about warm invitations, using Zoom to keep going through COVID, and expanding across the country. His network is not a business card exchange club, this is about serving each member, along with ongoing training and development. This is a fun episode as Brad catches up with long time friend and fellow NYer...chatting about fatherhood, the Boston Red Sox and much more. About Bruce Libman: Bruce is recognized as an innovative marketer and networking strategist. He believes to succeed in Business Development you must embrace a “Clients For Life” philosophy. This approach is the guiding principal of the organization.He is the Author of Total Networking, It's Just Breakfast and Networking A-Z, three practical books for individuals and professionals seeking to enhance their networking outcomes. Bruce's approach is a “Give vs. Get” approach to creating valued relationships. Bruce was Director of Operations for a 100+ location National Retail Chain until 1986, when he changed his focus to the Financial Services arena with MetLife. He was a perennial member of the Million Dollar Round Table, an honor earned by a select few in Financial Services. In 1992 he became a consultant to the Principal Mutual Insurance Company and The Guardian Life Insurance Company. He specialized in sales training and individual marketing strategies with a passion for working with the Accounting and Law communities. In 2005 he established Total Networking and Consulting beginning with three professionals, today the organization boasts more than 200 business owners and professionals.He has been a keynote speaker for New York State Society for Certified Public Accountants and many other professional business organizations. He was honored as Man of the Year in 2004 by the Childcare Council a non-profit organization whose goal is to provide access to quality child care and early learning that fosters successful growth and development for every child. In 2014 he was honored as Man of the Year by Special Olympics the world's largest sports organization for children and adults with intellectual disabilities In 2016 he was honored as Man of the Year for ACLD (Adults and Children with Learning and Developmental Disabilities) a leading not-for-profit agency that proudly serves the needs of individuals with developmental disabilities and their families. About Awakened Nation: Fueled by the passion to ignite game-changing conversations, award-winning author Brad Szollose created Awakened Nation—a podcast dedicated to deeper conversations with today's outliers and cutting edge entrepreneurs, idea makers and disruptors, bestselling authors, activists, healers, spiritual leaders, professional athletes, celebrities, politicians and rock stars...conversations that take a deep dive into the extraordinary. This podcast will challenge your beliefs. Think Art Bell meets Joe Rogan. --- Support this podcast: https://podcasters.spotify.com/pod/show/awakenednation/support

The DreamMason Podcast
Future Fears and Worries with CPA and Broadway Investor Michael Markiewicz (A Playing with Problems Segment)

The DreamMason Podcast

Play Episode Listen Later Feb 22, 2023 76:01


A Playing with Problems Segment: Future Fears and Worries with CPA and Broadway Investor Michael Markiewicz Michael Markiewicz is a CPA/CFP turned Executive Producer, Philanthropist, Artist, Musician, and International Traveler, having visited every continent except Antarctica. Michael's path to success has been one of learning from mistakes and failures and learning how to cultivate happiness in his life. Michael's challenge is something many of us can relate to, finding new ways for human resources to take over tasks freeing him up for other things, finding and hiring good people, dealing with future fears and worries, and trying to juggle it all while playing a big move to another country. With over 35 years of experience providing financial guidance to entertainment professionals, family offices, small businesses, and C-level executives, Michael Markiewicz is the founder and owner of Markiewicz Enterprises, LLC, a New York-based financial services company specializing in CPA services, consulting services, and asset protection. Outside his practice, Michael is a successful investor and speaker and is very involved with many philanthropic endeavors. As a CPA, PFS (Personal Financial Specialist), and CFP, he is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Estate Planning Council of New York City, where he recently served as a Board Member. He is also the Finance Director of Marriage Equality USA and a member of the National Gay & Lesbian Chamber of Commerce. In this episode, we discuss: -Four decades of success as a CPA -Investing in Entertainment and Broadway -Losing money and dealing with failure -Going from unhappy to happy -Lessons he learned from Holocaust Survivors -Being in the here and now -Recognizing what stressors are impacting you and finding ways to deal with those stressful areas -Getting feedback and making it a priority -The impact of a scarcity vs abundance mindset -The Value of becoming vulnerable You can connect with Briana Maurice here: www.michaelmarkiewicz.net https://www.facebook.com/michael.markiewicz.5/ https://www.instagram.com/michaelmar17/ LInkedin profile is: https://www.linkedin.com/in/michael-markiewicz-cpa-cfp-05644a3/ You can connect with Alex Terranova here: Instagram: @InspirationalAlex Website: www.TheDreamMason.com Email: Alex@TheDreamMason.com Alex Terranova, PCC, is one of the world's top and most sought-after Performance & Success Alchemists and Coaches. He's an Author, Men's Retreat Leader, & International Speaker who was dubbed "The Anti-Excuses Coach" by Yahoo Finance. As the Founder of DreamMason Inc., Co-Creator of The Alchemy of Men and Your Love Adventure, and the docile tones behind hundreds of podcasts, he's coached and transformed hundreds of lives into better relationships, financial abundance, and increased achievement with less stress, drama, and difficulty.  Since 2015 Alex has coached hundreds of successful and powerful individuals & businesses to thrive financially, enjoy better relationships, and achieve more, all with less stress, drama, and difficulty.  Alex is the author of Fictional Authenticity and the forthcoming book How Dreams Are Built. He has hosted & appeared in over 400 podcasts, including top-rated shows such as The University of Adversity, The Primal BluePrint, and Success Unleashed. He has been featured on NBC, FOX, Yahoo Finance, Disrupt Magazine, Thrive Global, and Elephant Journal. Alex has worked with athletes, entertainers, executives, & leaders in; MLB, LinkedIn, Million Dollar Sellers, Shutterfly, Godiva, Chase, and Coldwell Banker.  Alex supports people in creating real results, integrity, enjoyment, and peace so they can succeed in what deeply matters to them and build their legacy.

CG Business Advisor
Welcoming the newest members to the Cg Team!

CG Business Advisor

Play Episode Listen Later Feb 1, 2023 15:51


Earlier this month, the Cg Team announced that accounting firm, Potter & LaMarca would be joining Cg. Today, we're going to hear from two of the founding members of Potter & LaMarca and newest additions to the Cg Team.Fred LaMarca focuses on tax planning and financial consulting for clients in the professional services, staffing companies, and real estate industries, and holds various securities and insurance licenses. Fred is a past president of the Staten Island Chamber of Commerce and past president of the Staten Island Chapter of the New York State Society of CPAs. Jeff Potter specializes in accounting and financial consulting services to the construction, real estate, and restaurant industries, and holds general securities, insurance, and investment advisor representative licenses. He is a past president of the Staten Island Chapter of the New York State Society of CPAs.

AICPA Town Hall
AICPA Town Hall Live from Council 

AICPA Town Hall

Play Episode Listen Later Oct 20, 2022 61:37


On this AICPA Town Hall Barry Melancon, AICPA president & CEO,  joined Erik Asgeirsson, CPA.com president and CEO, and Mark Peterson, AICPA EVP, Advocacy, live at the news desk for a DC and profession update. Plus, NYSSCPA - The New York State Society of CPAs CEO Calvin Harris joined to discuss top takeaways from the AICPA Council meeting.  Speakers: Erik Asgeirsson, president and CEO, CPA.com   Barry Melancon, president and CEO, AICPA   Lisa Simpson, VP, Firm Services, AICPA   Mark Peterson, EVP, Advocacy, AICPA  Calvin Harris, CEO, New York State Society of CPAs    

The Confident Retirement
Ep 074: In Tax Disputes, Experience Matters

The Confident Retirement

Play Episode Listen Later Oct 13, 2022 40:33


Karen Tenenbaum has been a tax attorney for 39 years with an LL.M. in tax and she is also a CPA. She founded Tenenbaum Law, P.C., in Melville, NY, 25 years ago. The firm helps individuals and businesses facing IRS and New York State tax problems. Karen is a frequent speaker on IRS and NYS tax issues for numerous professional organizations, including the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, New York State Society of Enrolled Agents and more. Presently, she serves as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee. Her firm has successfully helped many individuals and businesses resolve their tax problems. Listen to this informative The Confident Retirement episode with Karen Tenenbaum about tax law advice. Here is what to expect on this week's show: ●     Reasons the government can withdraw money from your account. ●     The importance of being in a niche. ●     Tips to avoid being put in a tax audit. ●     Phenomenal program in NY for voluntary disclosure.   Connect with Karen: https://www.litaxattorney.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

CollaborationRA
Leaving Your Mark

CollaborationRA

Play Episode Listen Later Sep 6, 2022 34:58


On this episode we are joined with Karlyn Labate (MHA, RT R), who is the Director for the radiology program at SUNY and the President elect for the New York State Society of Radiologic Sciences. She spends time with hosts Maracelene Forbus (RT R, RPA) and Reece Burgoon (RT R, RRA) to share the importance of our impacts as working medical imaging professionals with students in radiology programs. Her words are encouraging and you can tell she has a passion for educating and working in the field of radiology. Taking the time to share with us how the changes in the profession have evolved and how students keep us up to date with the most current knowledge. She explains how working together improves the profession for generations to come. We spend our time talking about various programs and what to expect as a student, from being accepted to completing the program. In the end Karlyn Labate explains how the RA has made an impact with her students and the importance of the profession. Her explanation on how she would like to see our profession grow and gain traction was absolutely wonderful. We were so thrilled to be sharing these conversations with her and we hope you enjoyed the discussions as well.

Nonprofit Architect  Podcast
How to Get Involved in the Arts with Michael Markiewicz

Nonprofit Architect Podcast

Play Episode Listen Later Aug 30, 2022 31:57


Learn how to make sure you have the correct advisors in your immediate vicinity. Learn how you can figure out how to best utilize the legislation and the laws as they currently stand to reduce the amount you will need to pay to the government, whether it be the federal or state.Remarkable Quotes:Michael: Many young people have dreams of performing on a stage, but they don't have the training. Michael: What happens in the books and records is how it gets transferred onto the tax return.Travis: Figure out what it is that you're good at and hire out the rest.Michael: If a nonprofit organization participates in an activity that generates nonrelated income, it's called the unrelated business tax. Highlights:{01:30} The journey of Michael Markiewicz{11:10} The Broadway Dreams Foundation{18:46} Things nonprofits may miss when they are preparing their taxes{23:00} The unrelated business taxMichael Markiewicz Bio: With over 35 years of experience in providing financial guidance to entertainment professionals, family offices, small businesses, and C-level executives, Michael Markiewicz is the founder and owner of Markiewicz Enterprises, LLC, a New York-based financial services company specializing in CPA services, consulting services and asset protection.​As a CPA and certified financial planner, Michael provides premium services, with particular expertise in providing production accounting services for films in all stages of development from pre-production through post-production. Included in those services is the application for pre-certification of film tax credits and the final application for credit funds to be received. Other focuses of his practice are outsourced family office administrative services and business management for sports and entertainment figures. Outside of his practice, Michael is a successful investor, speaker, and is very involved with many philanthropic endeavors. ​Michael graduated from Tufts University with BA in Economics and Sociology. He received his MBA and MS in Accounting from Northeastern University. As a CPA, PFS (Personal Financial Specialist), and CFP, he is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Estate Planning Council of New York City where he recently served as a Board Member. He is also the Finance Director of Marriage Equality USA and a member of the National Gay & Lesbian Chamber of Commerce.​​Outside of his professional life, Michael studies and plays guitar enjoys singing, artist in oil and other media, loves movies and the theatre (where he is also an occasional investor) and is a huge animal rights activist. Michael also serves on the board of Moving Windmills Project, Inc, and acts as treasurer, a non-profit organization where mission is rural economic development and education in Malawi, Africa. Michael lives in Chelsea (Manhattan) with his husband Mark and their beloved wire-haired dachshunds, Maggie and Lily.Connect with Michael: https://www.michaelmarkiewicz.netNonprofit Architect Podcast LinksMore Episodeshttp://nonprofitarchitect.org/blog Ultimate Podcast Guidehttps://nonprofitarchitect.org/ultimate-podcast-guide/ Ultimate Podcast Course fully WASC accreditedhttps://envisageconnect.com/education-training/partner-products/synergy-learning-institute/ Subscribe and Leave a Reviewhttps://podcasts.apple.com/us/podcast/nonprofit-architect-podcast/id1481292481 Get Fully Funded by Sharing the Credithttps://mpro.sharingthecredit.com/appointly/appointments_public/form/DBF73E8A-7D93-438E-B42C-6683022EE380

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
IAM1428 - Attorney and CPA Helps Businesses with State Tax Problems

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co

Play Episode Listen Later Jul 11, 2022 16:57


Karen Tenenbaum is a tax attorney for 39 years with an LL.M. in tax and is also a CPA. She founded Tenenbaum Law, P.C., in Melville, NY, 25 years ago. The firm helps individuals and businesses facing IRS and New York State tax problems. Karen is a frequent speaker on IRS and NYS tax issues for numerous professional organizations, including the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, New York State Society of Enrolled Agents and more. Presently, she serves as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee. Her firm has successfully helped many individuals and businesses resolve their tax problems. Website: www.litaxattorney.com LinkedIn: https://www.linkedin.com/in/karentenenbaumtaxattorney ,  Tenenbaum Law Instagram: tenenbaum_law Facebook: KJTPC Twitter: TenenbaumLaw

The Capitol Pressroom
Physician assistants want to preserve pandemic oversight rules

The Capitol Pressroom

Play Episode Listen Later May 11, 2022 16:34


May 11, 2022 - New York State Society of Physician Assistants President Jonathan Baker makes the case for codifying a pandemic rule that relaxed the supervision requirements for physician assistants.

Free From Wall Street
Smart Strategies To Create Tax-Free Wealth with Andrew Zwerman

Free From Wall Street

Play Episode Listen Later Dec 30, 2021 51:04


Ready to discover the best strategies to reduce your tax burden? Check out this episode with Andrew Zwerman to learn the ins and outs of investing in opportunity zones and why you should have cost allocations in your contract. Key takeaways to listen for How to pay less in taxes without a cost segregation study Tax benefits of becoming a real estate professional How does the drop-and-swap 1031 exchange work? Why you need to work with a real estate centric accounting firm What is an opportunity zone? What are their benefits? About Andrew Zwerman Andrew M, Zwerman, CPA, MS, is Partner-in-Charge of the Wagner & Zwerman division of Gettry Marcus CPA, P.C. He has over 30 years of experience in all aspects of accounting, auditing, and tax services. Mr. Zwerman holds a Bachelor of Business Administration in Accounting from Dowling College and a Master of Science in Taxation from Long Island University. He regularly speaks at national seminars and conferences and has taught income and estate tax planning courses at the college level. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Connect with Andrew Website: www.wzcpafirm.com LinkedIn: Andrew M. Zwerman, CPA, MS Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

The Food Institute Podcast
2022 Food Industry Trends to Watch

The Food Institute Podcast

Play Episode Listen Later Dec 7, 2021 29:25


This Episode is Sponsored by: Marcum LLP Plant-based. Frozen foods. Automation and AI. Which trends do you think will impact the food industry most in 2022? Marcum LLP's Lou Biscotti joins The Food Institute Podcast to discuss and dissect the most important trends that will drive the food industry forward in 2022. More about Louis Biscotti: Louis Biscotti is the national leader of Marcum's Food and Beverage Services group. He has been an entrepreneurial leader in accounting for over 40 years. Mr. Biscotti has focused his efforts on improving his clients' growth and profitability and has guided many companies in their development from small emerging entities into organizations worth hundreds of millions of dollars. While his clients represent a variety of industries, he is particularly well known for his work in manufacturing and distribution, especially with food and beverage companies. An active member of many local chambers of commerce, Mr. Biscotti served as a trustee for the Foundation for Accounting Education and was a board member of the New York State Society of Certified Public Accountants (NYSSCPA). He is a former president of the Accounting Circle and an Executive Advisory Board member of St. John's, his alma mater, and Molloy College. He also serves on the advisory boards for many of his clients, where the cumulative experience of his 40 years in practice and work with nearly 1,000 companies gives those clients an invaluable edge. More about Marcum LLP: Marcum LLP's Food & Beverage Services group has the perfect recipe of knowledge and service capabilities to help companies stay flexible. Marcum's professionals provide the accounting, tax, and consulting services so that companies can concentrate on the growth of their business. Marcum serves a variety of food and beverage clients including distributors and manufacturers, importers, restaurant chains, processors and packaging, agribusinesses, and retailers. More about Marcum: https://www.marcumllp.com/industries/food-beverage.

Taxgirl
71: How to Beat Burnout & Prioritize Employees' Health and Wellbeing

Taxgirl

Play Episode Listen Later Nov 16, 2021 36:45


The past year has taken a huge toll on both tax professionals and taxpayers, something Taxgirl talks about frequently. According to a 2021 survey from Robert Half, more than 44% of employees say they are more burned out on their jobs today than they were a year ago. Employers and employees are seeking all kinds of solutions to burnout and the labor shortage.  “People want to work in peace, not in pieces.” In today's age of workplace burnout, retaining happy and healthy employees is more important than ever. On today's episode of the Taxgirl podcast, Kelly is joined by Iralma Pozo to discuss how tax professionals can prioritize their wellbeing to curb burnout. Iralma is an independent consultant with more than 15 years of financial expertise, and an adjunct lecturer in Accounting at John Jay College in New York. She is an active member of the New York State Society of CPAs, and most of her experience is in the not-for-profit sector, having held financial leadership and public accounting related roles. She has also worked for the IRS, and has experience working with entrepreneurs, small businesses, and the real estate and insurance sectors.    Listen to Kelly and Iralma talk about burnout and workplace wellbeing:What does Iralma think the tax code and related provisions can offer taxpayers, and how can tax professionals remain fulfilled and excited about their careers? Working from home (and spending more leisure time at home) means we are sitting more often than we used to. Iralma and Kelly talk about how standing desks, the benefits of carpet, and going for walks can all impact a person's mental wellbeing and productivity. How much of an employee's wellbeing falls on the employer? What items, practices, or trainings are truly “essential” to efficient and healthy remote work?  What are the tax credits and/or benefits available to businesses to help them make employees most comfortable and prepared in such trying times? So many businesses say they've already accommodated everything they thought could be useful, so what else is there to help put their employees at ease? What are some things employers can do to turn things around for their employees? Iralma references Section 139, to start. Kelly says, happy employees are productive employees.  Where does mental health and mental illness factor into employee wellbeing? Iralma talks about the remaining stigma with mental health, and what employers can do to bridge that gap. Iralma says, “Employers should be looking at supporting the whole person.” What does that mean for all aspects of an employee's work? Does it mean cutting down on meetings, covering therapy costs, offering more flexible hours? How can companies take into account “modern day living,” as Iralma calls it, and what can be done to ease the pressure on employees? Some companies like Bloomberg have started to offer anonymous tiered benefits (such as therapy) that have levels available to the employee without cost out of pocket. How are these services impacting the employee's wellbeing, for better or worse? How are these services being communicated?  How can employers simplify their accommodations and benefits to their employees? So many employees say they weren't aware of certain benefits or didn't know they could submit a certain expense. Whether it's regular emails or an annual follow-up, HR departments can remind their employees of the benefits available to them.  “Employers need to start incentivizing people by the results and the value, not just the utilization rates and the facetime,” Iralma says. People have new priorities these days, and when employers don't respect those, it contributes to stress and burnout.  How can employers reshape the notion of “fun” or “perks” into self care, while maintaining the same level of priority and respect for employees that desire those aspects? Ultimately, employers are dealing with real people. Different...

Private Equity Profits
Ep 26: Life's Transitions: Family, Business, and Estate Succession - A Client-First Approach

Private Equity Profits

Play Episode Listen Later Nov 10, 2021 25:30


Generating Streams of Passive Income with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 026 Joel Isaacson For over 30 years, founder, Chairman, and Chief Investment Officer Joel Isaacson has helped clients and their families achieve their financial goals whilst building one of the top wealth management firms in the country. Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors.   Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by numerous publications including Barron's, Forbes, Worth, and the Financial Times. H has also been named – for seven consecutive times – as one of the “Top Financial Advisors” to the medical profession. A teacher as well as practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York. Listen to this informative Private Equity Profit episode with Joel Isaacson about a client-first approach to financial planning for life's transitions.   Here are some of the beneficial topics covered on this week's show: Differentiating yourself in the world of financial advisement How putting your clients first builds a business that lasts for the long haul Fee-only financial advisement in the earl days and how it has become a standard today Putting the legwork in to understand your client before choosing the investments right for them  Helping families with critical financial decisions through life's ups and downs The opportunity to be had in areas of uncertainty   Connect with Joel: Links Mentioned: joelisaacson.com Email: joel@joelisaacson.com     Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

Elevator World
NYC Dob Proposes Major Projects Development Program

Elevator World

Play Episode Listen Later Nov 1, 2021 5:19


Welcome to the Elevator World News Podcast. Today's podcast news podcast is sponsored by elevatorbooks.com: www.elevatorbooks.com NYC DoB PROPOSES MAJOR PROJECTS DEVELOPMENT PROGRAM NYC Department of Buildings (DoB) has proposed the voluntary Major Projects Development Program aimed at improving the safety and efficiency of tall-building and other major projects throughout the five boroughs, New York Construction Report was among outlets to report in October. Since the program was conceived under the DoB's rule-making process, which relies on public input, a public hearing is set to be hosted by the department on November 22. Provided on a first-come, first-served basis and involving an unspecified fee, the program would be open to developers of proposed projects of at least 20 stories or 500,000 ft2 and alteration projects that add at least 100,000 ft2 to an existing structure, along with any others deemed eligible. Participating projects would receive help with zoning and code-compliance planning; phasing of filings, permits and occupancy; construction operations, site safety and public safety; and issuance of temporary and final certificates of occupancy. The plan has the support of both the American Council of Engineering Companies of New York and the New York State Society of Professional Engineers. Image credit: by Iris Vellejo for Pixabay To read the full transcript of today's podcast, visit: elevatorworld.com/news Subscribe to the Podcast: iTunes │ Google Play | SoundCloud │ Stitcher │ TuneIn

The Frankie Boyer Show
Cannabis A to Z Radio - Live 9/28/21

The Frankie Boyer Show

Play Episode Listen Later Oct 1, 2021 39:06


Rick LaNeve is the founder & CEO Accounting Buds, one of the few accounting firms solely focused on cannabis. Rick is also Vice Chairman of the Cannabis Committee of the New York State Society of CPA's and prior to cannabis worked at global financial services firms, as the right-hand man to public company CFOs. www.acctbuds.comTom Cohen is a long-time advocate for marijuana reform and legalization - especially for medicinal use. Tom began his career as medical marijuana professional by taking classes at Oaksterdam University, Cannabis Career Institute and Hemp Staff, and then working in dispensaries in both Illinois and Oregon. Prior to working in the cannabis space, Tom had a successful 26-year career as an award-winning video writer/producer/director and executive TV commercial producer for one of the nations' largest retailers. Cannabis A to Z - Live 9/28/21

Dear Accountant
S3 E3. Learn the importance of community outreach and financial literacy through accounting education with Dawne Troupe

Dear Accountant

Play Episode Listen Later Sep 27, 2021 43:47


I am so excited to have Dawne Troupe as our guest - Dawne is a native New Yorker and She is a big believer in promoting equity and diversity within communities in New York state and across the country. As accounting and finance professionals, There are a lot of values we bring to businesses and individuals; but there are actually a lot more we can do to help make the world a better place through community outreach and professional development. Many organizations across the world have seen the valuable impact and benefits of community service—particularly during the time of a global pandemic. Community outreach isn't just for nonprofits for charities; for-profit organizations can also play a huge role in changing lives for team members. And young people - whether you are accounting and finance students or young professionals, what better and practical way to be able to apply your learning and knowledge to help improve the financial literacy of teens, parents, and business owners in your communities while getting real-world experience advising clients with all types of needs.   ABOUT OUR GUEST, DAWNE TROUPE Dawne is a Senior Consultant for Common Thread Strategies - a black-owned strategic communication and speechwriting firm. She also manages the Outreach and Development program at the New York State Society of Certified Public Accountants (NYSSCPA). Through her work there, she strives to foster the philanthropic initiatives of the Moynihan (“Moy-nuh-han”) Scholarship Fund (MSF), and to increase the reach, education, and services that the organization provides to children across the state of New York who want to pursue a career in accounting. Over the past decade in the federal government and the nonprofit and private sectors, Dawne has led and implemented large-scale initiatives that have affected the public sector and social impact space. She was a Political Appointee in the Obama Administration. Dawne ensured the safety and upheld regulatory standards in more than 2,200 communities nationwide, in addition to conducting public records checks to vet junior and senior candidates for presidential appointments.   Dawne's Linkedin: https://www.linkedin.com/in/dawne-troupe-75b4b111/ New York State Society of CPAs: www.nysscpa.org Accounting Educational Symposium (Oct 27, 2021) https://cpe.nysscpa.org/product/32980   ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.   Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Linkedin: https://www.linkedin.com/in/ceceleung/

Private Equity Profits
Ep 013 Building Client Relationships

Private Equity Profits

Play Episode Listen Later Aug 11, 2021 19:53


Building Client Relationships with Joel Isaacson Joel S. Isaacson, Founder and Chairman Joel Isaacson & Co Founder and Chairman, Joel Isaacson, is considered by many to be a leader in the industry, helping clients and their families achieve their goals and sharing his knowledge with colleagues and the next generation of industry leaders. As a teacher as well as a practitioner,  Joel is active in many industry organizations, having served on numerous boards and speaking on topics to share his insights, including: the New York Chapter of the International Association for Financial Planning, now FPA; Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; the American Institute of Certified Public Accountants and the Estate Planning Council. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College. He holds a BS in accounting from Lehigh University and a MBA in financial planning from Golden Gate University in San Francisco, where he was recently honored as their ‘man of the year'. Frequently named one of America's Top Financial Advisors by Worth magazine, Joel is often quoted in financial publications such as the Wall Street Journal, New York Times, Business Week and Fortune, as well as on radio and television. Listen to this episode as Seth and Joel discuss: The key factors that lead to the unprecedented growth of Joel's firm. Getting recognitions and accolades in press. Post Covid challenges in the financial advisor industry. Team Building and getting the most out of your staff. The most common challenges that the industry faces now. ,,, and much more. joel@joelisaacson.com https://www.joelisaacson.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Tax Resolution Ninja Show
5 Different Letters from the IRS - Letter To Seize Assets

The Tax Resolution Ninja Show

Play Episode Listen Later May 5, 2021 9:54


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community.  Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… The IRS day of reckoning is here. You just received the infamous letter from the IRS — a letter to seize assets. “How did I get here?” You wonder in confusion. The answer is right inside your desk drawer; you ignored the previous letters from the IRS, and now they're moving in on you.  What do you do now? How do you stop the IRS from carrying out their threat to seize your assets? According to Allan Rolnick, it's OK to be frightened — but you shouldn't panic. There are certain steps you can take to stop the IRS from collecting your holdings. So, where do you begin?  Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick, featuring guest interviewer Dr. Jeremy Weisz of Rise25. They discuss what the IRS letter to seize assets means and how to stop it from happening. Allan talks about the two ways of getting a hold placed on the IRS asset seizure order, how to avoid scams, and more! Stay tuned.

The Tax Resolution Ninja Show
5 Different Letters from the IRS - Letter Saying You OWE MONEY

The Tax Resolution Ninja Show

Play Episode Listen Later Mar 31, 2021 12:57


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community.  Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… Getting a letter from the IRS can be super stressful, especially when you don't know how to handle it. Of the different types of letters from the IRS, the letter saying you owe money is the one of the scariest. According to Allan Rolnick, you could get this letter if the IRS discovers that you failed to include an income source in your tax returns. Whether they're right—or mistaken—it's crucial to know how to handle the situation. So what should you do if you receive this letter from the IRS? Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the IRS letter saying you owe money. Allan talks about what the letter means and what to do when you receive it. Stay tuned.

The Tax Resolution Ninja Show
5 Different Letters from the IRS - What is the Discrepancy Letter?

The Tax Resolution Ninja Show

Play Episode Listen Later Mar 24, 2021 8:11


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community.  Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… The discrepancy letter is a letter you get from the IRS informing you of an unreported income that you should have reported. When that happens, what do you do? Do you open the letter, read it and file it away?  According to Allan Rolnick, there are certain steps you should take after receiving the discrepancy letter. If you don't follow those steps, the IRS may throw you a party you don't want to attend. So what exactly should you do?  Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the discrepancy letter, what it means, and what to do when you receive it. Stay tuned.

The Tax Resolution Ninja Show
5 Different Letters from the IRS - What is the AUDIT LETTER?

The Tax Resolution Ninja Show

Play Episode Listen Later Feb 10, 2021 8:31


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community.  Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… There are five different types of letters that people get from the IRS when something goes wrong with their tax returns. It could be the audit letter, discrepancy letter, the letter saying you owe them money, asset seizure warning, and letter to seize your assets. The problem is many people do not know what these letters are and what to do once they get one. So what are these letters and how do you respond to them?  On this episode of the Tax Resolution Ninja Show Allan Rolnick talks about the audit letter–the first of the five different letters that people get from the IRS. Discussing with Dr. Jeremy Weisz of Rise25, Allan explains the audit letter, why the IRS sends it, and what to do about it. Stay tuned.

Biz Soup Talk Radio
Boris Musheyev: Strategic Tax Planning: Getting the Most out of The Tax Code

Biz Soup Talk Radio

Play Episode Listen Later Jan 29, 2021 31:39


Strategic Tax Planning: Getting the Most out of The Tax Code  Episode 102 with Boris Musheyev of borismtax.com   When Boris Musheyev graduated from Baruch College in New York City, he wanted to do taxation and nothing else. He started working for a local CPA firm and when preparing tax returns, he soon realized that many of his clients were overpaying. But by the time he was preparing their tax returns, there was not much he could do to help them. Saving REAL money on taxes requires PROACTIVE tax planning. So, Boris decided to become a Tax Planner. He completed the specialized training to become a Certified Tax Coach (CTC) and opened his own CPA firm in 2017. Boris specializes in tax planning and compliance for self-employed attorneys and law firms. He uses proven tax strategies to save his clients tens of thousands of dollars on taxes every year. Boris believes that accounting is more than just being correct, it’s being strategic, proactive and maximizing tax savings by understanding the tax code. Boris says his firm has one goal: a commitment to doing everything in his power to help his attorney clients to legally reduce taxes and take home more of their hard-earned money. Boris is a member of the National Association of Tax Professionals and the New York State Society of CPAs.   Listen to this information-packed BizSoup Podcast Radio episode with Boris Musheyev about strategic tax planning and getting the most out of the tax code. Talking points include: ●     Why you should start with an LLC when creating an entity. ●     How you need to know the rules when opening 401Ks for your employees. ●     Adding your kids to payroll. ●     How to take advantage of tax-free employee health premiums.   Connect with Boris Website borismtax.com Facebook facebook.com/boriscpataxpro LinkedIn linkedin.com/in/boris-musheyev         Learn more about your ad choices. Visit megaphone.fm/adchoices

The Leadership Rx for Women Physicians
Advocacy, Leadership and Work-Life Balance with Dr. Rose Berkun

The Leadership Rx for Women Physicians

Play Episode Listen Later Dec 31, 2020 37:30 Transcription Available


“There is a lot more to medicine than actually practicing medicine. There are a lot of other subjects we don't learn in medical school or in residency.. like advocacy, how to run a business,  how to get into leadership roles whether it's academic, private practice or organized medicine, and how to succeed in them.” - Dr. Rose Berkun Dr. Rose Berkun is a Board Certified Anesthesiologist. Her resume is studded with leadership roles and commendations. She is the Past President of the New York State Society of Anesthesiologists. She is actively involved in the AMA and the American Society of Anesthesiologists. She is the Founder of DoctHers: A network of female physicians, scientists, faculty, residents and students at SUNY Buffalo. In this interview, Dr. Berkun talks about leadership and the importance of advocacy for physicians. We touch on how advocacy affects everything we do as physicians and how, as a physician, we should get involved in advocacy. We talk about Time management, which every woman physician juggling a career and family will want to know about. She is a role model for women physicians aspiring to be leaders and it is my pleasure to bring this interview to you. 

Love Is Black Podcast
Ep. 25 Love is Therapeutic?

Love Is Black Podcast

Play Episode Listen Later Oct 1, 2020 49:48


Welcome to the Love is Black Podcast! Join us this week as we get in depth about therapy with our guest, The NurseDoc, Dr. Wesley Willis! On this episode we get answers to: Is overcoming cheating healthy? Why is the black community hesitant to go to therapy? Has the events with BLM, George Floyd and Breonna Taylor affected black intimacy? What does "lifestyle medicine" mean? and more! Dr. Willis' bio: Wesley began his career with an Associates in Applied Science (AAS) with major in Nursing obtained from Central Alabama Community College in 2000. He went on to earn a Bachelors of Social Work (BSW) from Alabama State University (ASU) in 2002 and a Masters of Social Work (MSW) from The University of Alabama in 2003. Upon completion of his MSW, he moved to NYC to create a career bridging his Nursing & Social Work education. The first part of his career was focused on administration and case management. He obtained his Doctorate in Psychology (Psy.D) in 2009 from Argosy University at Arlington and Bachelors of Science in Nursing from Herbert H. Lehman College in 2011. Wesley is Board Certified in Medical-Surgical Nursing by the Academy of Medical-Surgical Nurses; Case Management by The Commission for Case Manager Certification; Critical Care Nursing by American Association of Critical-Care Nurses; Board Certified Diplomat (BCD) in Clinical Psychotherapy by The American Board of Examiners (ABE). He is licensed as a Registered Nurse, Clinical Social Work and Psychology in multiple jurisdictions. Wesley was the 2013 recipient of the New York Black Nurses (NYBNA), Nurse of the Year Award; New York City Assemblywoman Inez Dickens – Community Service Award. He currently serves on the Board of Directors for American Association of Men in Nursing (AAMN) and Board of Directors for the New York State Society for Clinical Social Workers (NYSSCSW). In 2010, Wesley founded RHIO Wellness…Reflective Healing & Inspiring Outcomes that he currently manages until today. He is the Co-Founder of “Safe Hands,” an NGO in Nairobi, Kenya working to address the mental health and wellness of children and adults throughout Africa. Dr. Willis' website: www.TheNurseDoc.com

Metro Talks
#14: Dr. Reginald Rousseau, M.D., Dr. Jenna Martorelli, DPT- Injection Therapy and Pain Science in Regards to Chronic Low Back Pain

Metro Talks

Play Episode Listen Later Sep 25, 2020 30:35


In this episode, we welcome Dr. Reginald Rousseau and Dr. Jenna Martorelli. Dr. Rousseau is an interventional pain physician with SpineCare Long Island. He was formerly the Chief of Pain Management Services at Franklin General.Dr. Rousseau attended Yale University, where he received his Bachelor of Arts in Psychology and Biology. He went on to receive his medical degree from State University of New York at Stony Brook, where he also completed his medical internship. Dr. Rousseau fulfilled his anesthesiology residency and interventional pain management fellowship at the prestigious Mount Sinai Hospital in New York, NY.A Diplomate of the American Board of Anesthesiology with a subspecialty certification in Pain Management, Dr. Rousseau also has a medical certification in acupuncture, which he incorporates into his holistic treatment plans.Dr. Rousseau is heavily involved in community lectures related to pain management. He is an active member of numerous medical societies including American Society of Interventional Pain Physicians, National Medical Association, American Society of Anesthesiologists, and New York State Society of Anesthesiologists.Dr.Rousseau has been committed to serving medical and humanitarian needs, both locally and abroad. Upon multiple trips to Haiti after the 2010 earthquake, he partnered with organizations such as Project Medishare and Wings over Haiti, to provide immediate medical care to earthquake trauma victims, as well as supporting the establishment of a medical clinic and school for a village.Dr. Jenna Martorelli has worked as an outpatient physical therapist for nearly 10 years. In 2020, she completed her certification as a Therapeutic Pain Specialist. She has gained an interest in learning more about Chronic Pain after taking a continuing education course about CRPS and being able to help these patients that have had failed treatments in the past from traditional therapies. Jenna is excited to help patients who suffer from Chronic Pain regain their mobility and Quality of Life. Check Dr. Rousseau out on the web: https://spinecarelongisland.com/about_us/rousseau.htmlFollow SpineCare Long Island on Instagram: @spinecare_liCheck Dr. Martorelli out on the web: https://www.metrophysicaltherapy.com/jenna-martorell/physical-therapistBook an appointment with Dr. Martorelli: https://www.metrophysicaltherapy.com/schedule-appointmentFollow Metro PT on Instagram: @metroptny

Crypto Current
121. Bringing centralized currency to the blockchain

Crypto Current

Play Episode Listen Later Sep 14, 2020 29:45


Today Dr. Sean Smith joins us to discuss how governments may begin bringing centralized currency to the blockchain. Sean Stein Smith is an Assistant Professor at the City University of New York (Lehman College), serves on the Advisory Board of Wall Street Blockchain Alliance, where he also chairs the Accounting Working Group, and chairs the Emerging Technology Interest Group of the New Jersey Society of CPAs. He was an America's Future Foundation Writing Fellow during the summer of 2020. Sean has been named 40 under 40 in the accounting profession by both CPA Practice Advisor  (2017-2019), and the New York State Society of CPAs (2020) in addition to receiving the NJCPA Ovation Award for Innovation in 2019. He was a Visiting Research Fellow at the American Institute for Economic Research, focusing on blockchain, cryptoassets, and the economic impact of these technologies during 2019.  His research has been quoted in dozens of scholarly and practitioner publications, and he is a regular speaker at accounting and technology conferences.  Forbes column - https://www.forbes.com/sites/seansteinsmith/#34abe02561cf Twitter - https://twitter.com/SeanSteinSmith?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor LinkedIn - https://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/ View this episode on our website here. *Disclaimer. None of this information is financial advice. ~ Follow us on Instagram, Twitter, Facebook, LinkedIn, Pinterest and Uptrennd today! ~ Want to learn more about cryptocurrency? Check out our educational videos today! ~ Looking to attend a cryptocurrency or blockchain event? Check out our events page! ~ Tune in on Crypto Current TV throughout the week for a 24/7 crypto stream on the latest action on crypto markets, news, and interviews with the industry’s top experts! ~ Enjoying our podcast? Please leave us a 5 star review here! ~ Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated content specific to you and your interests, powered by artificial intelligence.  ~ We were featured as one of the Top 25 Cryptocurrency Podcasts and one of the 16 Best Cryptocurrency Podcasts in 2020. ~ Are you an accredited investor looking to invest in cryptocurrency? Check out Crescent City Capital. ~ Want to take educational courses on cryptocurrency & blockchain? Sign up for Blockchain Training Academy today! ~ Earn Interest. Receive Loans. Trade Crypto. Start Today! Learn more about how you can sign up for Blockfi  ~ Want to be on our show or know someone who should? Contact us today! ~ We hope you are enjoying our cryptocurrency and blockchain educational content! We greatly appreciate donations, which all go directly towards creating even better educational content. Thank you for your generosity! Buy us a coffee here :) BTC: 3BpSmgS8h1sNtbk6VMiVWxoftcwBxAfGxR  ETH: 0x743c0426CE838A659F56aFC4d3c10872d758EC79  LTC: MKCpf3qEVfT6yprhDhkJJcdNpqh5PZXSbx

Safe Space with Francesco Lombardo
A Holistic Approach to Conflict Resolution with Michael Rosenblatt

Safe Space with Francesco Lombardo

Play Episode Listen Later Sep 3, 2020 28:18


Michael F. Rosenblatt, CPA, has over 25 years of experience in executive search, identifying, structuring, financing and closing real estate transactions and identifying mergers and acquisitions for middle-market companies. As founder and President of The Quest Organization, he has managed assignments in the following industries: real estate, family offices, hedge funds, construction, private equity funds, not-for-profit, healthcare and public accounting. Previously, he spent over seven years as a CPA with Deloitte LLP in public accounting and as a senior financial executive of a publicly held service company. The Quest Organization, which has completed its 32nd year of successful operation, is involved in executive search, mergers and acquisitions, assisting with the raising of capital, identifying truly off market properties, bringing together joint venture opportunities for real estate investments and assisting with construction financing. He participates on several committees of the NYSSCPA, including his most recent current role as a member of the Board of Directors of The New York State Society of CPAs. Michael was the chairman of the Industry Oversight Committee for the past three years and he was previously the chairman of the Chief Financial Officers Committee of the NYSSCPA. He has also been the featured speaker on various issues related to human capital for Inc. Magazine, The Internal Auditors Association, FENG, The Deal and the NYSSCPA’s annual CFO Conference, and he was featured on radio stations 101.9 FM and 710 AM.

CAPcast
Why Autopsies Matter: Lessons Learned from the Early Days of COVID in NYC

CAPcast

Play Episode Listen Later Sep 1, 2020 8:29


By mid-2020 in New York, the state had more than 425,000 confirmed cases of corona virus and 23,500 residents dead from the virus. Most of these cases occurred early on as the disease spread rampantly throughout New York City and other parts of the state. Amidst all this trauma, the autopsies from these early COVID patients revealed significant findings, explains Mt Sinai pathologist Mary Fowkes, MD, FCAP, in this CAPcast. In this interview, Dr. Fowkes will discuss what’s been gleaned from these autopsies, as well as how she and her colleagues responded during those early months of the pandemic. Dr. Fowkes, who is also a member of CAP's Board of Governors and president of the New York State Society of Pathologists, will also add her perspective on the role of her state pathology society during the pandemic. For more on the pandemic and pathologists, visit the COVID-19 information pages on CAP.org. And to learn more about state pathology societies, go to https://capatholo.gy/2YVI4fs.

The Tax Resolution Ninja Show
My sister got audited!

The Tax Resolution Ninja Show

Play Episode Listen Later Jul 7, 2020 8:47


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and offered traditional accounting services to his clients. It has since transformed into advising his clients on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode We all know that terrible feeling of looking through the mail and seeing a letter from the IRS. Even tax expert Allan Rolnick experienced this at one point in his life. Before Allan acquired almost 40 years of tax knowledge, he filed a tax return for his sister, and the two of them found themselves in a bit of a predicament. Join Allan Rolnick on this episode of The Tax Resolution Ninja Show as he shares with Dr. Jeremy Weisz of Rise25 Media his story about his run in with the IRS after filing her tax return for her. He also talks about the services he now offers as a leading tax consultant and why it's always a good idea to work with a pro when working with tax-related issues. Stay tuned.

The Tax Resolution Ninja Show
Filed Taxes but Did Not Have the Money to Pay

The Tax Resolution Ninja Show

Play Episode Listen Later Jul 1, 2020 9:48


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and offered traditional accounting services to his clients. It has since transformed into advising his clients on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… You've filed your tax return and think you're good to go, but then a dreaded letter from the IRS shows up telling you that you owe money. More often than not, people don't consider that they may owe money after filing a tax return. In this episode, Allan Rolnick highlights the steps you should take if you wind up owing money after filing your tax return. Tune in to this episode of the Tax Resolution Ninja Show as Dr. Jeremy Weisz of Rise25 Media and Allan discuss owing money to the IRS after filing a tax return. Allan shares the best solution for paying back the money you owe if you don't have the funds readily available. You'll also hear about the impact that tax issues can have on personal relationships. For any more questions about tax-related issues, check out TriState Tax Resolution's website in the resources section below.

The Tax Resolution Ninja Show
Don't Screw Around with Sales Tax

The Tax Resolution Ninja Show

Play Episode Listen Later Jun 23, 2020 8:47


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice, which started in 1992, transformed from offering traditional accounting service to helping his clients with tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… Thinking about buying or selling assets? There are many elements to consider when taking this step, and sales tax is one that should definitely not be overlooked. Allan Rolnick shares a cautionary tale about a restaurant owner and the challenges he encountered after selling his business. Through this particular case study, you'll hear about the consequences of failing to file and pay sales tax returns, with insight from Allan on what to do if you find yourself in a similar situation and how to prevent issues with sales tax in the first place. Tune in to this episode of Tax Resolution Ninja Show as Allan Rolnick gets interviewed in his own show by Dr. Jeremy Weisz of Rise25 Media as he shares an important lesson about sales tax and why you should always make sure your paperwork is in order before pursuing a business deal. Check out TriState Tax Resolution's website for any questions about tax-related issues.

The Tax Resolution Ninja Show
Don't Lose Your Retirement

The Tax Resolution Ninja Show

Play Episode Listen Later Jun 13, 2020 11:48


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice, which started in 1992, transformed from offering traditional accounting service to helping his clients with tax-related issues and providing them with tax planning services that helps restore financial stability to both their professional and personal lives. In this episode… It doesn't have to be tax season for you to have questions about money. Why? Because taxes are an inevitable part of our lives and when you forget to file your tax returns, it comes with repercussions. Allan Rolnick says that overlooking your filing deadline can lead to not just penalties but also to interest on top of those penalties as well. So what options do you have after you receive a huge tax bill? Is it possible to reduce the final amount that you need to pay? In this episode of the Tax Resolution Ninja Show, Allan Rolnick gets interviewed by Dr. Jeremy Weisz of Rise25 Media about his experience with people missing the deadline for filing tax returns and why it happens. He also shares what they can do to mitigate the costs incurred because of this common mistake and how he helps his clients prevent these from happening again. Stay tuned.

The Tax Resolution Ninja Show
Deductions Gone Wrong

The Tax Resolution Ninja Show

Play Episode Listen Later Jun 12, 2020 9:51


Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice started in 1992 and offered traditional accounting services to his clients. It has since transformed into helping his clients with tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives. In this episode… Taxes are confusing and they are probably the least favorite topics of many people. But while taxes are an unavoidable part of living, the simple mistakes that riddle the filing process can be easily avoided with the help of a tax professional. Tune in to this episode of the Tax Resolution Ninja Show as Allan Rolnick shares his own experiences as a tax consultant, the reason why he's referred to as the “tax resolution ninja”, his cautionary tale about tax returns and deductions, and the importance of hiring a tax professional. Also, make sure to check out TriState Tax Resolution's website for questions and solutions about tax-related issues.

Run to the Top Podcast | The Ultimate Guide to Running
Pain Free Running: Dr. Boleslav Kosharskyy 04/08/2020

Run to the Top Podcast | The Ultimate Guide to Running

Play Episode Listen Later Apr 7, 2020 32:47


Pain is a universal occurrence and is considered one of the most important factors impacting runners. How can we avoid pain in the first place? And if we are unable to avoid pain, how can we manage it to continue training safely? Dr. Boleslav Kosharskyy is board-certified in Anesthesiology, Interventional Pain Medicine and Palliative Care. He is Associate Medical Director of Pain Medicine and Director of Anesthesia for Joint Replacement Center at Montefiore Medical Center, Albert Einstein Medical College. Dr. Kosharskyy employs multimodal therapeutic modalities to treat musculoskeletal pain of the back, neck, and joints, neuropathic disorders, and cancer pain. In this episode, we learn about pain avoidance and management techniques as well as how Dr. Kosharskyy treats his patients in his practice. He dispels some common myths and provides clarity on using common and alternative medicines for treatment. Dr. Kosharskyy specializes in minimally invasive therapies such as: Spinal Cord and DRG Stimulation, Kypho- and Vertebroplasty, Percutaneous Discectomy and MILD Procedure (Minimally Invasive Lumbar Decompression) for Spinal Stenosis as well as an alternative medical marijuana treatments. He is involved in several clinical trials as well as basic science research on neuroprotective properties of enolate forming compounds. He completed his fellowship in Interventional Pain Medicine at Upstate University Hospital, Syracuse, NY in 2005. He completed his Anesthesia residency at Boston University Medical Center, Boston, MA in 2004. He earned his Medical Degree in 1997 from Free University of Berlin Medical School, Berlin, Germany. He is an active member of the American Society of Anesthesiology (ASA), American Society of Regional Anesthesia and Pain Medicine (ASRA), and the New York State Society of Anesthesiologists (NYSSA).   Questions Dr. Kosharskyy is asked:   2:16 When is it safe to run through pain? 2:49 When should you definitely not run through pain? 3:53 What about ‘Phantom Pain’? 5:04 What is your opinion on NSAID’s? 6:01 does acetaminophen work differently than ibuprofen? 6:30 Can each of these exacerbate certain conditions? 7:20 What are some pain relief alternatives can people use for day-to-day pain? 8:40 Is running bad for your knees? 10:49 How can runners prevent knee injuries? 12:24 Should runners who are very heavy do more low-impact activities? 13:35 What is your opinion on KT Tape for knees? 16:07 Platelet Rich Plasma--what is it and how can it help runners? 20:20 Are there any side-effects or people who should avoid PRP injections? 22:24 Is it a last resort treatment for injuries? 23:15 Why is it important to keep the thoracic spine flexible and the lumbar region stable? 26:05 Your clinic also is a leader in medical marijuana therapy for pain management.  Can you explain how this can apply to runners? 27:42 Would you recommend topical CBD for local pain? 28:26 What advice would you give yourself back when you started running? 29:16 What is the best gift running has given you? 30:44 How can people connect with you? Quotes by Dr. Kosharskyy:   “I avoid the term ‘in your head’ because I think it’s very diminishing and insulting. I think everything is in our heads, it’s true, but we always have to listen to the concerns, especially as physicians.”   “Everything is connected in your body.”   “Running is good for you if you do it recreationally; meaning if you do it 3-4 times a week and you don’t obsess over it, it’s actually good for your knees and prevents arthritis.”   “I would not use PRP injections as prophylaxis for anything because there is very little data to support the prophylactic use.”   “Biomechanics are very important when you run. If anything has shifted, it’s going to create a chain reaction. If you don’t have a flexible spine in the thoracic area, it will create an enormous increase and pressure on the unilateral joints. So instead of evenly redistributing the pressure on both knees, one knee will get a lot more of it and is more likely to get injured over time.” Take a Listen on Your Next Run   Leave a space for libsyn link   Want more awesome interviews and advice? Subscribe to our iTunes channel   Mentioned in this podcast:  Run To The Top Winners Circle Facebook Community RunnersConnect Facebook page Pain Management NYC's website We really hope you’ve enjoyed this episode of Run to the Top. The best way you can show your support of the show is to share this podcast with your family and friends and share it on your Facebook, Twitter, or any other social media channel you use. The more people who know about the podcast and download the episodes, the more I can reach out to and get top running influencers, to bring them on and share their advice, which hopefully makes the show even more enjoyable for you!  

Accounting Marketing Doesn't Suck
055: Thriving in the Cannabis Niche with Zachary Gordon

Accounting Marketing Doesn't Suck

Play Episode Listen Later Dec 3, 2019 37:36


Meet Zach Gordon. He’s the Chair of the Cannabis Industry Committee for the New York State Society of CPAs and is part of the team heading up the cannabis practice at Janover LLC in New York. In this episode, learn about the cannabis market in NYC, how his firm vets clients (they currently work with cannabis clients in 18 states) and why the NYSSCPA decided to launch a cannabis conference for accounting and other finance professionals. Zachary Gordon, Senior Manager, Janover LLC LinkedIn Zach Gordon works primarily in the Real Estate and Cannabis practices at Janover LLC, in New York focusing on family office financial statement compilations and reviews, tax planning and related services, as well Cannabis-focused services such as deal and business structuring, 280E tax planning and optimization, and license application due diligence. He has extensive experience in Private Equity and the tech startup space, as well as Public Accounting with a focus on Real Estate, Cannabis, Not-For-Profits and Tech. These startups ranged from early-stage to greater than $20 million in annual revenue. He has served as Controller, Auditor and Director of Finance & Operations for several startups and serves as an adviser for a Cannabis-focused Technology Incubator. He is a stakeholder in several Cannabis and non-cannabis companies across multiple vertices including technology, human resources, and consumer product goods. Zach is a member of the American Institute of CPAs and the New York State Society of CPAs. He sits on the Technology Assurance Committee and is the Chair of the Cannabis Industry Committee for the NYSSCPA.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

CPA Trendlines Podcasts
Zach Gordon, NYSSCPA Cannabis

CPA Trendlines Podcasts

Play Episode Listen Later Sep 12, 2019 27:45


By Liz Gold CannaBizCPA.PROA strong network in cannabis, staying up-to-date on all the moving parts of legislation and reading constantly keeps Zach Gordon, CPA well-informed as co-practice leader of Janover LLC's Cannabis Industry Practice Group. He's also the chair of the New York State Society of CPAs' Cannabis Industry Committee and planning the upcoming NYSSCPA's 2019 Cannabis Conference in conjunction with the Foundation for Accounting Education. He's taken on these leadership roles as a senior manager in a firm that he's been at for less than a year.

#12minconvos
Tom Corley Tom is a bestselling author, media personality and expert in the area of behaviors /Ep2471

#12minconvos

Play Episode Listen Later Sep 9, 2019 12:07


Tom Corley-  Tom Corley spent most of his career in tax and finance, beginning his tax career at Arthur Andersen. Prior to Cerefice, Tom headed the Finance Department, as CFO, of a publicly held company specializing in Homebuilding and Venture Capital investment. Tom was also a founder of McGuinness, Corley & Hodavance, a CPA firm specializing in large corporate tax compliance and consulting and prior to that held the position of Senior Tax Manager for ESSROC Materials Inc., one of the world’s largest Cement Manufacturers. He is a member of the American Institute of CPAs, the New York State Society of CPAs, the New Jersey Society of CPAs, the Certified Financial Planning Board and is Certified by the Corporation for Long-Term Care. Tom holds a Bachelors Degree in Accounting from St. John’s University and a Masters Degree in Taxation from Fairleigh Dickinson University. Tom is a bestselling author, media personality and expert in the area of behaviors as it relates to wealth building.  Websites CEREFICE.COM  (Company Website) richhabits.net  (Personal Website) blog.richhabits.net  (Blog) Listen to another #12minconvo

Dentistry Uncensored with Howard Farran
1106 Nutrition and Dentistry with John Sorrentino, DMD, FAGD: Dentistry Uncensored with Howard Farran

Dentistry Uncensored with Howard Farran

Play Episode Listen Later Oct 25, 2018 57:16


Dr. John Sorrentino started his practice in 1991 with a commitment to patient care through education. He believes that with proper care everyone can maintain their teeth for a lifetime. Dr. Sorrentino grew up in the Hudson Valley. He received his Bachelor's degree from the State University of New York at Binghamton and his Doctor of Dental Medicine degree from the University of Connecticut School of Dental Medicine. In 2003 he was awarded a Fellowship in the Academy of General Dentistry. The fellowship is symbolic of Dr. Sorrentino's commitment to life long learning and bringing the highest quality dental care to his patients. He is a member and past president of the Dutchess County Dental Society. He is also a member of the New York State Society of Forensic Dentistry and was actively involved in the identification of victims of the World Trade Center disaster and Flight 587 Lately he has been researching the history of decay and formulating strategies to eliminate it.

Trinity School NYC Pod missum
David A. Lifson ’68

Trinity School NYC Pod missum

Play Episode Listen Later Apr 30, 2018 23:52


This episode of podmissum features David A. Lifson ’68. David A. Lifson ’68, is a partner with Crowe LLP based in New York City and a leader of the firm’s national Global Private Client Service tax and business consultancy practice, where he develops business strategies and personal financial plans utilizing both his and the firm’s broad range of accounting, audit, tax and business consulting backgrounds, both domestically and internationally. Lifson was co-managing partner of Hays & Co. LLP for nearly thirty years, until the firm joined Crowe in 2009. He has been an active member of the American Institute of Certified Public Accountants (AICPA) for much of his career and is a recipient of the Arthur Dixon Award, the highest award given by the accounting profession in the area of taxation. He currently serves on their governing council, the tax reform task force, and as chair of the AICPA’s National Tax Conference. Lifson has served on the Internal Revenue Service’s Advisory Council, the senior private sector advisory body to the IRS, and chaired its Small Business/Self-Employed Subgroup through 2011. He is also a former president of the New York State Society of Certified Public Accountants. Lifson is an accomplished author, lecturer, speaker, panelist, and media commentator on various tax and business topics. He has been named one of Accounting Today’s “Top 100” people in the accounting profession, for several years. Lifson has testified before Congress and his expertise is frequently sought out by the media, including The Wall Street Journal and The CPA Journal, where he has also been featured representing the Certified Public Accountants profession. Lifson talked in his office about taxes, tax code, and the recently passed Tax Cuts and Jobs Act of 2017.   To listen to this episode Click on the "pod" icon in the upper left, to the left of the episode title. Click on the hyperlink below, to the right of the text "Direct Download." You may follow Podmissum On iTunes By clicking on the RSS icon at the bottom of the right column, below the word Syndication. iOS and Android App Purchase the app for iOS (download Podcast Box and purchase Podmissum in-app). Purchase the app for Android that you may download to your device.

Brutally Honest Podcast
#77 - Josh Kreitzman

Brutally Honest Podcast

Play Episode Listen Later Apr 16, 2018 96:37


Joshua Kreitzman was born in Brooklyn and raised in Hauppauge. Joshua attended Hauppauge High School, and then spent four years at SUNY- College at New Paltz where he performed in many main stage productions as well as student-directed and written pieces. Joshua graduated in 2000 with a Bachelor of Arts degree in Theatre with a concentration in performance. For the next five years Joshua performed in touring companies, children's theatre and improvisation in New York City and nationally. In June 2005, Joshua sought a second career in accounting when he joined the family accounting firm of Kreitzman & Kreitzman, CPAs. He earned his CPA designation in 2009, after passing all four parts of the CPA Exam in six months. Joshua is a member of the American Institute of Certified of Public Accountants, New York State Society and the National Conference of CPA Practitioners. Joshua married Philis Rubenstein in 2001, after spending the previous three years together in college. They live in Deer Park, NY, and have two children, Stella Marley and Lucy Mckenna. Website: https://www.brutallyhonestpodcast.com/ Instagram: https://www.instagram.com/brutallyhonestpodcast/?hl=en Facebook: https://www.facebook.com/Brutallyhonestpodcast/ Twitter: https://twitter.com/Harrison_Baron Patreon: https://www.patreon.com/brutallyhonestpodcast

Brutally Honest Podcast
#35 - Josh Kreizman

Brutally Honest Podcast

Play Episode Listen Later Aug 2, 2017 108:16


Joshua Kreitzman was born in Brooklyn and raised in Hauppauge. Joshua attended Hauppauge High School, and then spent four years at SUNY- College at New Paltz where he performed in many main stage productions as well as student-directed and written pieces. Joshua graduated in 2000 with a Bachelor of Arts degree in Theatre with a concentration in performance. For the next five years Joshua performed in touring companies, children's theatre and improvisation in New York City and nationally. In June 2005, Joshua sought a second career in accounting when he joined the family accounting firm of Kreitzman & Kreitzman, CPAs. He earned his CPA designation in 2009, after passing all four parts of the CPA Exam in six months. Joshua is a member of the American Institute of Certified of Public Accountants, New York State Society and the National Conference of CPA Practitioners. Joshua married Philis Rubenstein in 2001, after spending the previous three years together in college. They live in Deer Park, NY, and have two children, Stella Marley and Lucy Mckenna.

The Producer's Perspective Podcast with Ken Davenport

Robert Fried is an accountant who provides service to hundreds of theatrical productions, both in the United States and abroad. He currently represents some of the most prominent and successful Broadway shows, such as School of Rock, Rent, and Hamilton, and also provides cross border planning to both domestic and foreign producers for theatrical productions and licensing. He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the NYSSCPA Tax Division and an affiliate member of the League of American Theatres and Producers.   He’s given me fantastic financial advice over the years, which is why I wanted you to hear his perspective on our business and where it’s headed.  But we didn’t only talk numbers, we also talked about: The one skill that separates some Producers from others. What’s next for tax legislation on Broadway. The current administration  . . . good or bad for Broadway. The most important part of any budget for any show on Broadway, Off Broadway or wherever. The London business model versus ours.  Which one is better?   Keep up with me: @KenDavenportBway www.theproducersperspective.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

Brutally Honest Podcast
#18 - Joshua Kreitzman

Brutally Honest Podcast

Play Episode Listen Later May 15, 2017 88:19


Joshua Kreitzman was born in Brooklyn and raised in Hauppauge. Joshua attended Hauppauge High School, and then spent four years at SUNY- College at New Paltz where he performed in many main stage productions as well as student-directed and written pieces. Joshua graduated in 2000 with a Bachelor of Arts degree in Theatre with a concentration in performance. For the next five years Joshua performed in touring companies, children's theatre and improvisation in New York City and nationally. In June 2005, Joshua sought a second career in accounting when he joined the family accounting firm of Kreitzman & Kreitzman, CPAs. He earned his CPA designation in 2009, after passing all four parts of the CPA Exam in six months. Joshua is a member of the American Institute of Certified of Public Accountants, New York State Society and the National Conference of CPA Practitioners. Joshua married Philis Rubenstein in 2001, after spending the previous three years together in college. They live in Deer Park, NY, and have two children, Stella Marley and Lucy Mckenna.

The Engineering Entrepreneur Podcast
Engineer Your Own Success - Anthony Fasano- The Engineering Entrepreneur Podcast 13

The Engineering Entrepreneur Podcast

Play Episode Listen Later Nov 3, 2016 19:32


This week on the podcast we have Anthony Fasano. Anthony is civil engineer by background. He has shifted his career from practicing civil engineering to becoming an entrepreneur in a few different areas. He is the Executive Director for The New York State Society of Professional Engineers, he runs the Engineering Career Coach podcast, and he runs The Italian American Podcast. Anthony reached a high level of management at his engineering company at the age of 27 but he wasn't satisfied with what he was doing anymore. We discuss how Anthony made his career change and how he found his true passion, which is helping engineers develop their career. Key takeaways The engineers that are successful have powerful core skills. Skills like effective communication and the ability to speak in front of people. If you are going to be an Engineering Entrepreneur, technical skills are not enough. You must be able to network and market yourself LinkedIn is a great tool to make connections. This is how Anthony got started with his coaching career   To contact Anthony If you are an engineer looking for career help, go to Engineering career coach website If you are an entrepreneur looking to grow a business, go to Engineered Content   Links Check out when Anthony interviewed me on his podcast

The Health Crossroad with Dr. Doug Elwood and Dr. Tom Elwood
58: Thomas Smalling: Respiratory Care Leader Talks Health Issues and Accreditation

The Health Crossroad with Dr. Doug Elwood and Dr. Tom Elwood

Play Episode Listen Later May 13, 2014 24:56


Dr. Thomas Smalling serves as Executive Director of the Commission on Accreditation for Respiratory Care (CoARC) where he is responsible for the overall leadership and management of the organization and all aspects of the corporation's operations. He has worked in the respiratory care profession since 1987 and joined the respiratory care program faculty at Stony Brook University in 1995, where he also served as Director of Clinical Education. Prior to his appointment as CoARC's Executive Director, he served as a board member for four years, working primarily on accreditation standards for polysomnography.  He previously served for a number of years on the Board of Directors of the New York State Society for Respiratory Care (NYSSRC), including the position of President and was a Delegate for the American Association for Respiratory Care. His doctorate is from New York University.

KUCI: Privacy Piracy
Mari Frank Interviews Byron Achohido, Tech Journalist USA Today and author of Zero Day Threat

KUCI: Privacy Piracy

Play Episode Listen Later Jun 12, 2008


Byron Acohido is a Pulitzer Prize-winning investigative journalist who covers Internet security for USA Today. He is the co-author of Zero Day Threat: The Shocking Truth of How Banks and Credit Bureaus Help Cyber Crooks Steal Your Money and Identity. While at the Seattle Times earlier in his career, he was awarded the 1997 Pulitzer Prize for Beat Reporting, for stories linking a dangerous defect in the rudder controls of Boeing 737 jetliners to a string of crashes that killed hundreds of people. Since joining USA Today, Acohido has led the paper's cutting-edge coverage of Internet security and cyber crime. The New York State Society of Certified Public Accountants recently awarded he and co-author Jon Swartz the 2008 Excellence in Financial Journalism Awards for their newspaper stories about data theft and identity fraud. In 2005, the Society of American Business Editors and Writers awarded Acohido and Swartz the Best in Business Award for Projects by large newspapers; and they were named finalists in both 2005 and 2006 for the prestigious Gerald Loeb Award for Distinguished Business and Financial Journalism. Acohido has conducted numerous workshops on aviation safety, investigative journalism and technology topics. To hear Acohido discuss the public's rising exposure to data theft and identity fraud please visit http://zerodaythreat.com.