Podcasts about pllc

What if the career you've been dreaming of has been waiting for you all along even after years of burnout and doubt? Today's guest is proof that it's never too late to start. Her journey began long before she officially launched her practice with a quiet but persistent vision of doing therapy differently.I'm excited to introduce you to Angela Ruiz, a speech-language pathologist and private practice owner whose journey into entrepreneurship was years in the making. She is the owner of Angela Ruiz SLP Services, PLLC in Houston, Texas.Long before she officially launched her practice, Angela had a vision of creating a space where care felt more personal, more connected, and truly centered around the individual. That vision was years in the making. Throughout her career, she found herself drawn to both pediatric and adult populations, with a special passion for neuro-based therapy and supporting individuals with Parkinson's through programs like LSVT LOUD. But more than any one specialty, what has shaped her path is her belief that therapy should feel human first — grounded in trust, relationships, and real-life impact.Over time, that vision evolved into a business that reflects not just her clinical expertise, but her values, intuition, and the way she believes care should be delivered.After nearly 20 years in the field, working in schools, skilled nursing facilities, and hospitals, Angie knew something had to change. The productivity standards were suffocating. And deep down, she never forgot the dream she had back in grad school: owning her own practice. Her early exposure to the world of private practice, including following the work of Jena, helped plant the seed that this kind of career was possible.In this episode, Angela discusses how she finally broke free from burnout, why "going slow" helped her grow fast, and how she's building a practice that fills her cup instead of draining it.Outside of patient care, Angela is passionate about building a practice that allows her to show up fully — for her clients, their families, and herself — while creating meaningful, lasting change through connection-driven care.In Today's Episode, We Discuss:How a dream she had in grad school planted the seed for private practice nearly two decades before she launchedRecovering from burnout and building something sustainable — on her own terms and her own scheduleThe exact weekly structure she uses to balance clients, admin, and a PRN gigHow "going slow doesn't mean you're not going" — and why that mindset has been the secret to her rapid successAngela is truly proof that it is never too late to build the career and life you've always wanted. Her story doesn't have to be the exception. You, too, can achieve that same level of freedom, fulfillment, and balance if you simply take the first step.Want to build a private practice that gives you back your time, your energy, and your joy—just like Angela did? Learn more about the Start Your Private Practice program, where clinicians like Angela got the tools, community, and confidence to move from clinician to CEO. Visit www.StartYourPrivatePractice.com to get started.Or, if you already have an existing private practice and you're ready to take it to the next level we'd love to support you inside the Next Level Private Practitioner. You can learn more at www.nextlevelprivatepractitioner.com.Whether you want to start from scratch or grow an existing practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance you deserve. Visit www.independentclinician.com to learn more.Resources Mentioned:Follow Angie onFacebook: Angela Ruiz SLP Services, PLLCLinkedIn: www.linkedin.com/in/angela-ruiz-ms-ccc-slp-65a49660Check out her Website: angelaruizslp.comWhere We Can Connect:Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Follow Me on Facebook: https://www.facebook.com/jena.castrocasbon/

Comment on the Show by Sending Mark a Text Message.What happens when top talent leaves a company with a noncompete agreement to start a rival business just steps away? Dive into the riveting world of noncompete agreements with host Mark Carey and his co-host as they unravel the complex legal battle surrounding J-Medical, a Manhattan medical practice embroiled in a fierce dispute over unpaid fees and restrictive covenants. This episode of the Employee Survival Guide® is not just about legal jargon; it's a crucial conversation about employee rights, corporate espionage, and the shifting landscape of employment law. As the timeline unfolds, listeners will discover the intricacies of the partnership between DYM America and J-Medical, the financial tensions that erupted into a courtroom showdown, and the landmark ruling that challenged the enforcement of noncompete agreements. The implications of this case extend far beyond one medical practice; they touch on vital issues such as workplace discrimination, employee empowerment, and the evolving nature of work in a post-pandemic world. Carey and his co-host delve deep into the importance of understanding employment contracts, highlighting the potential pitfalls of severance negotiations and the necessity for businesses to safeguard their proprietary information. As courts increasingly invalidate noncompete agreements, what does this mean for the future of work? How should employers adapt their strategies to engage with a workforce that is more informed and empowered than ever before? This episode is packed with insights that every employee and employer should hear. From navigating employment law issues to understanding your rights in a hostile work environment, we provide the tools and knowledge you need to thrive in today's competitive job market. Whether you're dealing with workplace harassment, negotiating a severance package, or simply trying to understand your employment rights, this episode is your guide to survival. Join us for an enlightening discussion that challenges the status quo and empowers you to take control of your career. Tune in to the Employee Survival Guide® and equip yourself with the knowledge to navigate the complexities of employment law, workplace dynamics, and the ever-evolving landscape of noncompete agreements. Your career survival depends on it!  If you enjoyed this episode of the Employee Survival Guide please like us on Facebook, X and LinkedIn.  We would really appreciate if you could leave a review of this podcast on your favorite podcast player such as Apple Podcasts and Spotify. Leaving a review will help other employees find the Employee Survival Guide.  For more information, please contact our employment attorneys at Carey & Associates, P.C. at 203-255-4150, www.capclaw.com.Disclaimer:  For educational use only, not intended to be legal advice. 

Most legal professionals accept a brutal, burnout-filled path. But what if there's a radically different way to live, work, and thrive? Maddison Koper and Sarae Smith share how breaking free from traditional rules and embracing authenticity can transform your legal career and life. ----------------------------------------------------------------------Season Sponsor: Andy Gregory Law, PLLC

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Justin Shore break down some of the most common entity structure mistakes they see with real estate investors. They discuss when S corporations make sense (and when they don't), why rental properties generally shouldn't be held in S corps, the pitfalls of creating property management companies for your own rentals, and how multiple partnerships can dramatically increase tax preparation costs. They also cover important updates to Tennessee's FONCE exemption, explain accidental partnerships and joint ventures, and share practical ways to simplify your structure while maintaining legal protections. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Register for the FREE Investing Debate: go.therealestatecpa.com/debate Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Show Summary On today's episode, we're having a conversation with Licensed Clinical Social Worker Amanda Noyes, the founder of Finding Freedom Therapy and member of the DFW First Responders Support Network. We talk about Trauma therapy and mental health networks for service members, veterans and first responders Provide FeedbackAs a dedicated member of the audience, we would like to hear from you. If you PsychArmor has helped you learn, grow, and support those who've served and those who care for them, we would appreciate hearing your story. Please follow this link to share how PsychArmor has helped you in your service journey Share PsychArmor StoriesAbout Today's GuestAmanda Noyes is the founder of Finding Freedom Therapy. As a Licensed Clinical Social Worker–Supervisor with over 25 years of experience, she has had the opportunity to work in numerous crisis situations where she witnessed firsthand the gravity of trauma and grief. It was in these situations that she realized there were not enough opportunities to heal from trauma and loss after the initial crisis. With this knowledge, she formed Finding Freedom Therapy, PLLC, in 2014 with the vision of providing specialized treatment to those who have endured (or are continuing to endure) horrific traumas and unspeakable losses.After earning her degree in psychology and international studies from Texas A&M University, Amanda pursued her Master of Science in Social Work at the University of Texas at Austin. Throughout her career, she has had the unique opportunity to gain notable hands-on experience, much of which was working in conjunction with the military, first responders, and frontline workers. She has worked alongside probation and parole officers in the field, with police officers on-scene, supported doctors and nurses in the ED and ICU departments of level-one trauma centers, counseled families of the recently deceased at the moment of loss, and worked next to the U.S. National Guard when assisting during Hurricanes Katrina, Rita, Ike, and Harvey.Amanda's experience with veterans and military service members began early in her career with her graduate internship at the Michael E. DeBakey VA Hospital, and later continued with her work as lead trauma therapist for an inpatient military program, Freedom Care, where she worked with active-duty combat military and veterans suffering from PTSD. She is trained in Cognitive Processing Therapy (CPT), Accelerated Resolution Therapy (ART), and Written Exposure Therapy (WET). Each and every step of her career has shaped and strengthened her ability to better assist clients through the most difficult times in their lives.Links Mentioned in this Episode Finding Freedom Therapy WebsiteDFW First Responders Support NetworkPsychArmor Resource of the WeekThis week's resource of the week is the PsychArmor course Trauma Informed Interactions with Veterans. This course defines trauma and how it presents itself and is specifically designed to help volunteers interact with Veterans dealing with trauma that affects their health and/or ability to function.You can find the resource here: https://learn.psycharmor.org/courses/trauma-informed-interactions-with-veterans Episode Partner: Are you an organization that engages with or supports the military affiliated community? Would you like to partner with an engaged and dynamic audience of like-minded professionals? Reach out to Inquire about Partnership Opportunities Contact Us and Join Us on Social Media Email PsychArmorPsychArmor on TwitterPsychArmor on FacebookPsychArmor on YouTubePsychArmor on LinkedInPsychArmor on InstagramTheme MusicOur theme music Don't Kill the Messenger was written and performed by Navy Veteran Jerry Maniscalco, in cooperation with Operation Encore, a non profit committed to supporting singer/songwriter and musicians across the military and Veteran communities.Producer and Host Duane France is a retired Army Noncommissioned Officer, combat veteran, and clinical mental health counselor for service members, veterans, and their families.  You can find more about the work that he is doing at www.veteranmentalhealth.com  

Breaking The Silence with Dr Gregory Williams Breaking the Silence and Building Resilience: Dr. Gregory Williams and JoDee Neil on Abuse Disclosure, Justice, and Outcry Witness Guest, JoDee Neil, Owner of Neil Now Legal, Prosecutor, Attorney and Author of "Outcry Witness: A Former Prosecutor's Guide to Healing and Justice After Sexual Violence" This Week's Guest will be JoDee Neil. She is an acclaimed trail attorney and author of then ew book: "Outcry Witness." She owns Neil Now Legal, PLLC. She has served as a prosecutor of sexual abuse cases and specializes in Crimes Against Children cases. Interested in our guest? Visit their Website at: https://www.jodeeneil.com/ Don't forget to check out our guests book: "Outcry Witness: A Former Prosecutor's Guide to Healing and Justice After Sexual Violence" on Amazon: https://www.amazon.com/dp/1965766196/ Dr. Gregory Williams Opens with Concern, Resilience, and Public Awareness In this episode of Breaking the Silence, host Dr. Gregory Williams opens from Houston by reflecting on the coming World Cup activity and the dangers that large events can create for children, including increased risks of trafficking, prostitution, and abuse. He urges listeners to stay alert and watchful in communities that may host large crowds. Before introducing his guest, Dr. Williams also shares a brief teaching on resilience, encouraging survivors to acknowledge their feelings, seek trusted support, learn about trauma, set healthy boundaries, develop coping strategies, practice self-compassion, and allow healing to unfold over time rather than trying to force it. He frames resilience not as something to buy or imitate from someone else, but as something already present inside a person that can be uncovered and strengthened. JoDee Neil and the Purpose of Outcry Witness Dr. Williams then welcomes JoDee Neil, an attorney who has spent more than two decades working with survivors and prosecuting or handling cases involving sexual abuse and crimes against children. He praises her recently released book, Outcry Witness, and strongly recommends it to parents, counselors, teachers, attorneys, judges, and police officers. JoDee explains that the title comes from a Texas legal term describing the first adult to whom a child discloses abuse. That adult, the outcry witness, may later testify in court about what the child said. She says she intentionally wrote the book in a concise, practical format that people could carry easily, read privately, and use as a helpful guide rather than an overwhelming legal text. The Scale of Abuse and the Hidden Reality Survivors Carry A major theme of the conversation is the widespread prevalence of sexual violence. JoDee cites statistics showing that one in four girls may be sexually assaulted before age 18 and that significant numbers of women and men live with the effects of contact sexual violence. She says these numbers likely remain underreported, especially for boys and men. The two discuss how abuse is often far more common than people want to admit and how many survivors carry silence, shame, and isolation for years or even decades. JoDee says some of the hardest cases for her to emotionally process involve abuse within biological families, and she also warns about the growing horror of AI-generated child sexual abuse material and the many ways new technology can exploit children. Shame, Disclosure, and the Need to Be Believed JoDee and Dr. Williams spend significant time discussing shame and disclosure. JoDee explains that many survivors remain frozen and unable to speak because trauma creates paralysis, fear, and deep internalized shame. She says that when a child or adult finally discloses abuse and is not believed, that response can be even more damaging than the original abuse. Both stress that a child usually has nothing to gain by making such a disclosure and that the details children share often reveal knowledge and experience they could not easily fabricate. JoDee says adults must listen carefully, believe children, and understand that disclosure is often a slow and painful process. Dr. Williams adds that survivors can spend decades suppressing trauma, only to have it damage their relationships, bodies, and emotional lives over time. Parents, Predators, and the Failure to Take Warning Signs Seriously The discussion then turns to what parents and adults miss or ignore. JoDee says one of the most basic failures is simply refusing to believe a child who says someone is creepy or that something bad happened. She urges adults to stop automatically giving suspicious people the benefit of the doubt when warning signs are already present. The conversation also explores predator behavior more broadly, with JoDee explaining that predators often do not resemble the stereotypical stranger in a van. Instead, they may appear respectable, trusted, polished, and safe. She argues that adults now need evidence-based self-protection and far greater vigilance in everyday life, including around sports teams, sleepovers, schools, public bathrooms, phones, social media, and internet-connected devices. Both speakers say parents must know the adults around their children, supervise access to technology, and stop assuming that danger only comes from obvious outsiders. Technology, Sextortion, and the Limits of Legal Protection Another major section of the interview focuses on technology and the legal difficulties surrounding online exploitation. JoDee warns about AI, deepfakes, image scraping, online grooming, and the permanence of harmful digital content once it is created or circulated. She says schools and parents are often not doing enough to lock down devices and online access. When Dr. Williams asks about sextortion and app-based exploitation, JoDee responds that large technology companies remain difficult to challenge because federal legal protections shield them from much civil liability. She explains that this leaves many survivors with little recourse even when harm began through apps, platforms, or online tools. Her frustration with those systemic barriers is part of why she says she is moving more toward consulting and broader public education rather than relying only on courtroom-based solutions. A Justice System That Often Re-Traumatizes Survivors JoDee also speaks candidly about the legal system itself, arguing that survivors often receive very few protections while defendants receive numerous constitutional safeguards. She describes child sexual abuse cases that drag on for years and says survivors are too often treated as though they are presumptively lying. She expresses frustration about the lack of structural protections for children and about the emotional toll of watching vulnerable people repeatedly retraumatized by court processes. When asked what kind of change is needed, she says she has a long list of reforms in mind and points especially to the need for a system that treats child survivors with greater dignity, urgency, and care. Even while acknowledging tools like forensic interviews and closed-circuit testimony, she says the broader justice framework still fails many of the people it is supposed to protect. JoDee Neil's Own Healing Journey and a Closing Message of Hope Near the end of the program, JoDee shares some of her own experience as a survivor, explaining that it took her many years to meaningfully speak the truth about what happened to her. She says she survived for a long time by compartmentalizing pain, avoiding it, and using unhealthy coping strategies, but eventually began to release it through writing and truth-telling. She describes healing as a non-linear, deeply spiritual process and says holding her published book in her hands felt like reclaiming authorship over part of her life and purpose. She also mentions future writing projects, including books on how mothers are treated in family courts and how perpetrator behavior affects workplaces. Dr. Williams closes by praising Outcry Witness, encouraging listeners to buy and review the book, and reminding survivors that no matter how painful their experiences have been, there is always hope and healing remains possible.

Let's clear something up right away: having a mental health condition doesn't automatically put your security clearance on life support. Despite what your buddy's cousin's former coworker swears happened to "a guy he knew," the government isn't out here revoking clearances simply because someone sought therapy, took medication, or admitted they weren't feeling their best. One of the biggest myths in the cleared community is that getting mental health treatment is somehow worse than ignoring a problem and hoping it magically disappears. Spoiler alert: it isn't. Federal adjudicators care far more about judgment, reliability, and trustworthiness than they do about whether you've had a conversation with a therapist. Seeking treatment is often viewed as a sign of good judgment, not a red flag. John Berry and Lindy Kyzer frequently collaborate to demystify complex security clearance and federal employment laws. Kyzer is the Director of Content at ClearanceJobs, while Berry is a founding partner at the security clearance law firm Berry & Berry, PLLC. They talk this week about mental health issues, degenerative brain diseases like Alzheimer's, and other cognitive health matters. Hosted on Acast. See acast.com/privacy for more information.

In this episode of TK's Chronicles of a Black Sheep, we're stepping into the beautifully chaotic, mentally exhausting, and sometimes hilarious world of the Overthinker. You know—the person who can turn a simple text message into a full-blown psychological thriller, or replay a conversation from three days ago like it's breaking news. Joined by House Therapist Larneka Lavalais, LPC, PLLC, we unpack what really happens when the brain refuses to clock out. Together, we explore: Why overthinking feels like protection but often becomes self‑sabotageHow childhood, trauma, and survival mode shape the overthinker's mindThe difference between intuition and anxietyTools to quiet the mental noise and reclaim peaceAnd of course… the raw, unfiltered Black Sheep perspective that makes this show what it isThis episode is for anyone who's ever spiraled, second‑guessed themselves, or created a whole scenario that never actually happened. It's honest, therapeutic, and sprinkled with humor—because sometimes you have to laugh at the way your brain be doing the most. If you're ready to understand your mind instead of wrestling with it, pull up a seat. The Black Sheep family is talking.

In this episode of TK's Chronicles of a Black Sheep, we're stepping into the beautifully chaotic, mentally exhausting, and sometimes hilarious world of the Overthinker. You know—the person who can turn a simple text message into a full-blown psychological thriller, or replay a conversation from three days ago like it's breaking news. Joined by House Therapist Larneka Lavalais, LPC, PLLC, we unpack what really happens when the brain refuses to clock out. Together, we explore: Why overthinking feels like protection but often becomes self‑sabotageHow childhood, trauma, and survival mode shape the overthinker's mindThe difference between intuition and anxietyTools to quiet the mental noise and reclaim peaceAnd of course… the raw, unfiltered Black Sheep perspective that makes this show what it isThis episode is for anyone who's ever spiraled, second‑guessed themselves, or created a whole scenario that never actually happened. It's honest, therapeutic, and sprinkled with humor—because sometimes you have to laugh at the way your brain be doing the most. If you're ready to understand your mind instead of wrestling with it, pull up a seat. The Black Sheep family is talking.

Did you pay IRS penalties or interest during the COVID years? The IRS may owe you a refund. In this episode, Thomas Castelli and Nathan Sosa break down two major court cases that could impact taxpayers who paid penalties and interest between 2020 and 2023. They explain why recent court rulings have challenged the IRS's interpretation of COVID-era tax relief, who may be eligible for a refund, and what steps you should take before the July 2026 deadline. You'll learn: - Why the IRS's handling of COVID-era penalties and interest is being challenged - How the Kwong and Abdo cases could affect taxpayers - Who may qualify for a refund - How to check your IRS transcripts for potential claims - What a protective claim is and why filing one may be important - Why real estate investors and business owners should pay particular attention Plus, Thomas and Nathan answer a listener question about short-term rental tax strategy, cost segregation studies, and how personal use can impact your ability to utilize losses. Important: This opportunity is not guaranteed, and the IRS is continuing to challenge portions of these rulings. However, taxpayers may need to take action before July 10, 2026, to preserve their rights. If you're wondering whether you may qualify, this is an episode you won't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Register for the FREE Investing Debate: go.therealestatecpa.com/debate Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this heartfelt conversation on I Am Refocused Radio, we sit down with Samantha Taylor, Speech Language Pathologist, owner of Olive Speech Therapy, PLLC, and founder of the Empowered Parent Network. What started as every parent's worst fear — her son's diagnosis of bilateral profound sensorineural hearing loss — became the catalyst that completely redirected Samantha's life. A former journalism student with dreams of becoming a reporter, Samantha made the courageous leap into speech-language pathology after realizing she wanted to walk alongside families facing the same challenges she once did. Samantha opens up about:- The emotional and spiritual journey of becoming a mother of a Deaf child and how it reshaped her identity and purpose- Why she left school-based therapy to build a private practice rooted in connection, advocacy, and safe spaces- The power of meeting families as a human being first — not just a clinician- How she created the Empowered Parent Network to give parents the support, coaching, and advocacy tools they desperately need- Balancing motherhood, business ownership, and self-care without burning out- What it really looks like to turn personal pain into lasting impact for other families If you're a parent navigating speech delays, hearing loss, autism, or special needs — or if you're a therapist or leader looking to build something meaningful from your own story — this episode will encourage you to see your challenges as the very thing that can qualify you to help others. Connect with Samantha:

On this episode of Off the Ledger, Joe is joined by Greg Frazier, CPA, owner of Greg Frazier, CPA, PLLC, to discuss how AI should be viewed much like previous waves of technology. While professional skepticism remains essential, adaptation ultimately creates new opportunities rather than eliminating the accounting profession.

Case Law Update   •          Jawad A. Shah, P.C., Alliance Anesthesia, PLLC, Insight Anesthesia, PLLC and Insight Radiologists, P.C. v Auto Club Ins Assoc, unpublished opinion per curiam of the Court of Appeals, issued April 20, 2026 (Docket No. 372543) •          MemberSelect Ins Co v Michael James Clancy, PR of the Estate of Connor James Clancy and Anthony Dwayne Magee and Debbie Magee, unpublished opinion per curiam of the Court of Appeals, issued April 23, 2026 (Docket No. 372802)   Trending Topics in PIP Litigation   •          Staged accident fraud recovery •          Uber Technologies, Inc., et al. v Powell, et al., 2:26-cv-02195, U.S. District Court for the Eastern District of New York, filed April 14, 2026

Former cancer researcher Becky Nova transformed financial hardship into a thriving real estate portfolio spanning New York and the Dominican Republic. In this episode, Becky shares how she went from losing over $100,000 in a failed business overseas to building a 17-door portfolio through house hacking, strategic acquisitions, and remote property management. In this episode, we cover: - How Becky house hacked her first duplex in Yonkers - Scaling to 17 units across multiple markets - Investing in the Dominican Republic remotely - Building systems for self-managing rentals - Why she avoids “hot markets” from social media lists - Tax strategy lessons from working with multiple CPAs - The rise of the Lady Landlords community - Real estate investing as a path to financial independence To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Register for the FREE Investing Debate: go.therealestatecpa.com/debate Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Send us Fan MailHello, passionate cruisers! This is Paul and this week on The Joy of Cruising Podcast; I am delighted to welcome Carra Miller, a maritime attorney. I have long wanted to bring to listeners a perspective of matters of law and passenger rights when it comes to cruising. I have been amazed at some of my findings regarding a cursory look at some those matters and I suspect, Carra will share some eye-opening information with you. Her visit is especially timely given the burgeoning Hantavirus crisis. With three passengers dead and 17 Americans among the nearly 150 people stranded off the coast of West Africa, the MV Hondius cruise ship Hantavirus outbreak raises urgent legal questions about what cruise operators owe their passengers when things go wrong at sea. Among other matters you should be aware of as a cruiser, Carra explains these passengers' rights and the duty the cruise ship operator owes them. Carra Miller is the founding attorney of Miller Smith, PLLC, a firm that represents cruise ship passengers, crew members, harbor workers, and others injured in maritime environments. Her practice centers on vessel incidents, injuries on navigable waters, and claims under the Jones Act, the Death on the High Seas Act, and other federal maritime statutes. Carra earned her JD from Tulane University Law School, where she received a Maritime Law Certificate and served as Editor-in-Chief of the Tulane Environmental Law Journal. She holds a B.S. in Maritime Administration from Texas A&M University. She has written and spoken on maritime law topics and has published commentary on maritime liability issues.Do you have a dream car? Support the showSupport thejoyofcruisingpodcast https://www.buzzsprout.com/2113608/supporters/newSupport Me https://www.buymeacoffee.com/drpaulthContact Me https://www.thejoyofcruising.net/contact-me.htmlBook Cruises http://www.thejoyofvacation.com/US Orders (coupon code joyofcruisingpodcast)The Joy of Cruising https://bit.ly/TheJoyOfCruisingCruising Interrupted https://bit.ly/CruisingInterruptedThe Joy of Cruising Again https://bit.ly/TheJoyOfCruisingAgainIntl Orders via Amazon

Can you legally pay your children through your business and use it to build tax-free wealth for their future? In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nate Sosa break down one of the most powerful family tax strategies available to business owners and real estate investors. You'll learn: - How to legally pay your kids through your business - The entity structures required to avoid payroll taxes - What jobs children can reasonably perform - How much you can realistically pay them - Roth IRA strategies for children - Trump Accounts vs. 529 Plans If you're a real estate investor or business owner with kids, this episode could completely change how you think about family wealth building and tax planning. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Register for the FREE Investing Debate: go.therealestatecpa.com/debate Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Bobbie Anne Cox is a New York-based civil rights attorney with over 25 years of legal experience, formerly with a large international law firm and now principal at Cox Lawyers, PLLC. She has extensive experience suing government entities on behalf of her clients and is best known for winning a lawsuit against New York Governor Kathy Hochul and the NYS Department of Health that struck down the state's "Isolation and Quarantine Procedures" regulation (the infamous Quarantien Camps rule). She also filed a lawsuit against New York State over an amendment to the state constitution, challenging it on both procedural and parental rights grounds. She serves as Director of Stop NY Corruption, an organization focused on redistricting, competitive elections, and civil rights in New York. Ms. Cox is also a Fellow at the Brownstone Institute and writes the "Knowledge is Power" newsletter on Substack. The KunstlerCast theme music is the beautiful Two Rivers Waltz written and performed by Larry Unger

What happens when you sell a rental property after taking depreciation deductions? Many investors are shocked to learn they may owe more than just capital gains tax. In this episode, Thomas Castelli and Nate Sosa break down how depreciation recapture actually works, including the three different tax “buckets” investors need to understand: Section 1245 recapture, unrecaptured Section 1250 gain, and Section 1231 capital gains. They explain how bonus depreciation, cost segregation studies, and qualified improvement property impact your taxes when you sell and why accelerated depreciation can still make sense despite future recapture. If you own rental properties, short-term rentals, or commercial real estate, this episode will help you understand what taxes to expect when exiting a deal and how to plan ahead to minimize them. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode, T.K., D.A. Dee-J, and House Therapist Larneka Lavalais, LPC, PLLC, pull back the curtain on a topic most people avoid but everyone is affected by: toxic behavior. From the subtle patterns we normalize to the loud dysfunction we excuse, this conversation digs into the roots, the impact, and the uncomfortable truth—sometimes the toxicity isn't just around us, it's within us.Together, they explore: - How toxic behaviors are formed and passed down - Why certain behaviors feel “normal” even when they're harmful - The difference between being toxic and being triggered - How to recognize your own patterns without shame - What accountability and healing actually look like - Why Black families and Black communities often struggle to name toxicity - How to break cycles without losing yourself in the process This episode is raw, reflective, and rooted in real therapeutic insight. T.K. brings the honesty. Larneka brings the clinical clarity. And together, they create a space where listeners can confront hard truths without judgment.For anyone ready to stop surviving dysfunction and start choosing healthier relationships—with others and with themselves—this conversation is your wake‑up call.

In this episode, T.K., D.A. Dee-J, and House Therapist Larneka Lavalais, LPC, PLLC, pull back the curtain on a topic most people avoid but everyone is affected by: toxic behavior. From the subtle patterns we normalize to the loud dysfunction we excuse, this conversation digs into the roots, the impact, and the uncomfortable truth—sometimes the toxicity isn't just around us, it's within us.Together, they explore: - How toxic behaviors are formed and passed down - Why certain behaviors feel “normal” even when they're harmful - The difference between being toxic and being triggered - How to recognize your own patterns without shame - What accountability and healing actually look like - Why Black families and Black communities often struggle to name toxicity - How to break cycles without losing yourself in the process This episode is raw, reflective, and rooted in real therapeutic insight. T.K. brings the honesty. Larneka brings the clinical clarity. And together, they create a space where listeners can confront hard truths without judgment. For anyone ready to stop surviving dysfunction and start choosing healthier relationships—with others and with themselves—this conversation is your wake‑up call.

In this Q&A episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa answer real questions from listeners, clients, and the Tax Smart community. They cover a wide range of topics, from how to properly track your time for material participation, to how short-term rentals should be classified for tax purposes, to what really qualifies for bonus depreciation under the latest tax law changes. They also break down strategies for investing for your kids' future, including 529 plans, Roth IRAs, and newer account options, along with the pros and cons of each. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question Time Log: https://www.therealestatecpa.com/time-log/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Message us!In this episode of Whitley Penn Talks, host Kendall Neukomm sits down with Buffie Campbell and Jim Bradbury, Partner at James D. Bradbury, PLLC to explore the rapid rise of produced water as a new asset class in Texas. What was once viewed as a waste byproduct of oil and gas operations is now gaining attention from landowners, investors, and policymakers. The conversation breaks down how legal rulings, water scarcity, and advancing technology are reshaping ownership, value, and opportunity around produced water. Together, they explain why this topic now extends far beyond the oil and gas industry. The episode offers an overview of where the market stands today and where it may be headed next.Key TakeawaysHow produced water has evolved from a disposal cost into a valuable commodityWhat the Texas Supreme Court ruling clarified about ownership and lease languageWhy agriculture, municipalities, and data centers are eyeing produced water as a resourceHow private equity and new technology are accelerating growth in this spaceWhy Listen?This episode is for landowners, mineral owners, investors, and advisors looking to understand a fast-emerging opportunity in Texas. Listeners will gain clarity on recent legal changes, practical implications for leases, and why produced water is attracting significant capital. The discussion makes a complex topic accessible while highlighting real financial and strategic considerations. It is a forward-looking conversation that helps listeners think differently about resources and value.Read the related insight here.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

If you've ever been told to put your rental properties in an S corporation…this episode could save you thousands (or more) in taxes. In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nate Sosa break down one of the most common and expensive mistakes real estate investors make: holding rental properties inside an S corp. They cover: - Why S corporations don't work for rental real estate - The hidden tax traps that can cost you big later - What happens when your property appreciates (and you want out) - Whether there's any way to exit an S corp tax-free (spoiler: not really) - When S Corps actually do make sense in real estate Plus, they answer a common listener question: How many rental properties do you really need to qualify for Real Estate Professional Status? To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

John Sud and Benjamin Pierce joined Bruce & Gaydos to discuss their client, Brianna Longoria, filing a lawsuit after she was arrested for alleged DUI the day after her wedding, despite having "triple zeros" on a brethalyzer test.

Send us Fan MailAre "You" Too Old Too Old For Another Baby? | S8 E54At 40, 50, or even 60 -- is having another baby a bold act of legacy, or are we letting our ego write a check that biology and reality can't cash?In this episode of Money Sex Gen X, Eric and Stew go all the way in on one of the most personal decisions a person can make later in life. They cover the male and female perspectives equally, and are not pulling punches on either side. The data on paternal age and child health risk is something most men have never heard. The financial math of raising a teenager while collecting Social Security is something most couples have never done. And the question of who a baby at 52 is actually for -- the child or the parent -- is a conversation most people are having in private, if at all.They also get into what happens when one partner wants it and the other is done, the burden it places on the kids already in the house, and the real difference between legacy and ego.Find us on Apple Podcasts, Spotify, YouTube, and all major platforms. Leave us a review. You know we read them. Upton LawAt Upton Law, PLLC, We Specialize In Business, Bankruptcy, And Real Estate Law. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showGAIN ACCESS TO THE CONVERSATIONS WE CAN'T HAVE ON THE MAIN FEEDHave a voice in the show so episodes reflect the real questions, struggles, and wins you care about.Build real financial confidence with a full course that helps you make smarter money moves, not just collect random tips.Get the full story behind every guest so you can learn from what they did right, what they hid, and what they regret.Understand how each episode was born so you can see the thought process, lessons, and strategy you can apply in your own life.Connect with a like-minded community so you are not doing healing, legacy building, and wealth creation alone.SEND US YOUR STORIES (START-UPS, CORPORATE STORIES) moneysexgenx@gmail.comFOLLOW US ON  You Tube.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down the Augusta Rule, one of the most talked-about and misunderstood tax strategies in real estate. In this episode, we cover: - Where the Augusta Rule came from and how it ended up in the tax code - Who actually qualifies (and who doesn't) - Why this strategy is often overhyped, especially for business owners - Real examples of homeowners earning $10K–$50K tax-free during major events - How events like the World Cup, Super Bowl, and Olympics can create big opportunities - The most common mistakes that can disqualify the strategy We also answer a listener's question about getting a rental property out of an S-corp and why that can become a tricky (and expensive) situation if you're not careful. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

On this episode of CFO at Home, Vince's guest is Efstathios Georgiou of Georgiou Law PLLC, a former bank attorney who now advocates for consumers facing credit card debt, collections, and lawsuits. Efstathios shares why debt should be treated as a solvable challenge, outlines common misconceptions pushed by national debt companies, and breaks down debt consolidation versus debt settlement, including credit score impacts and recovery timelines. Vince and Efstathios also discuss negotiating strategies, debt validation requests, the potential tax consequences of debt forgiveness and the importance of financial literacy ·aftercare,· once you·re out of debt. For more on Efstathios visit georgioulawpllc.com, or check out his podcast, Georgiou Law, PLLC Podcast 01:16 From Bank Lawyer to Advocate 03:07 Debt Is Not Shame 04:45 How Much Debt Is Typical 06:31 Bad Advice and Misconceptions 09:25 Consolidation vs Settlement 11:20 When Credit Score Matters 15:10 Debt Buyers and Validation 17:47 DIY Negotiation or Lawyer Up 20:33 Served With a Lawsuit 24:04 Different Debts Different Rules 27:52 Aftercare and Literacy 31:19 Harassment and Predatory Lending 33:51 Avoid High Interest Lenders 36:56 Buy Now Pay Later Risks 39:18 Guest Podcast and Wrap Up Key Links https://georgioulawpllc.com/ Georgiou Law PLLC Podcast Georgiou Law, PLLC (@georgiou.law.pllc) • Instagram photos and videos https://www.facebook.com/61576800958820/about/ https://www.youtube.com/@nyconsumercreditlaw Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Send us Fan MailIn this Characters From Corporate segment, we hear from a 50-year-old Black woman in Ashburn, Virginia who has spent 25 years building a successful career as a senior-level paralegal at a global law firm. On paper, everything looks solid. She's respected, experienced, and financially stable. But behind the title and the benefits, she's exhausted and wrestling with a question a lot of people in corporate quietly carry.She's started a small business on the side that gives her more energy and purpose than her day job, but it is not making enough money yet to feel safe. And with a family depending on her, walking away from stability feels less like freedom and more like a gamble.This conversation gets into the tension between security and calling, the fear of betting on yourself later in life, and what it means when the life you built no longer feels like the life you want. Upton LawAt Upton Law, PLLC, We Specialize In Business, Bankruptcy, And Real Estate Law. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showGAIN ACCESS TO THE CONVERSATIONS WE CAN'T HAVE ON THE MAIN FEEDHave a voice in the show so episodes reflect the real questions, struggles, and wins you care about.Build real financial confidence with a full course that helps you make smarter money moves, not just collect random tips.Get the full story behind every guest so you can learn from what they did right, what they hid, and what they regret.Understand how each episode was born so you can see the thought process, lessons, and strategy you can apply in your own life.Connect with a like-minded community so you are not doing healing, legacy building, and wealth creation alone.SEND US YOUR STORIES (START-UPS, CORPORATE STORIES) moneysexgenx@gmail.comFOLLOW US ON  You Tube.

Mediation is a powerful tool in the subrogation process, offering a strategic opportunity to resolve claims efficiently while minimizing litigation costs. On this week's episode, Rebecca sits down with Matt Arriaga, Certified Mediator with Arriaga Mediation, PLLC, as he details his career path and how years in the courtroom led to a private mediation firm. Matt explains how a good mediation can benefit both parties over litigation, personally and financially, and why a good mediator, like a good therapist, can lead to a successful outcome.

When a serious accident turns someone's life upside down, having the right legal guidance can shape what happens next. In this episode of Sharkpreneur, Seth Greene interviews David Lever, Founder and Senior Partner of Lever & Ecker, PLLC, who discusses how his practice has grown into a boutique firm dedicated to proactive client service, effective systems, and personalized attention. He talks about the realities of accident claims, common misconceptions, and why empathy, preparation, and business discipline are important when helping injured clients move forward. Key Takeaways:→ Serious injury claims seldom settle as quickly as people expect. → Video evidence now has a greater impact in accident cases. → Headlines about verdicts often don't reveal the full legal story. → A strong law firm requires both empathy and efficient business systems. → The right legal representation can assist clients in rebuilding their lives with dignity. David B. Lever is the Founder and Senior Partner of Lever & Ecker, PLLC, a highly respected personal injury law firm based in White Plains, New York. For over 30 years, he has represented accident victims and their families, securing millions in verdicts and settlements, including a confidential $12 million resolution for a client seriously injured in a motor vehicle collision. Since 1990, David has dedicated his practice solely to helping individuals harmed through no fault of their own and has never represented insurance companies or corporate defendants. Known for his integrity, empathy, and relentless advocacy, he treats every case with personal care and attention. David earned his J.D. from Pace University School of Law and is admitted to practice in New York and New Jersey. His honors include New York Metro Super Lawyers (since 2020) and Top 25 Lawyers in Westchester County (2024, 2025). He also serves on the Board of ACLD. Connect With David:Website: https://www.leverecker.com/Instagram: https://www.instagram.com/leverecker/Facebook: https://www.facebook.com/LeverEcker/LinkedIn: https://www.linkedin.com/company/leverecker/

Most real estate investors spend a lot of time learning how to build wealth, but far fewer know how to protect it when disaster comes. In this episode, Thomas and Nate sit down with Michael Fried, Vice President and Partner at Strategic Claim Consultants, to break down what real estate investors need to know about insurance claims, asset protection, and avoiding costly coverage mistakes. Michael shares why insurance claims are so often underpaid, when investors should bring in a public adjuster, and how poor policy design can leave owners exposed after fires, water damage, storms, and other major losses. Whether you own one rental or a large portfolio, this episode will help you think more strategically about protecting your properties. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Michael Flomenhaft, Esq. is the principal of the Flomenhaft Law Firm, PLLC in New York. He is a renowned trial lawyer specializing in traumatic brain injury (TBI) and severe chronic pain. With a unique, deep expertise in neurosciences—including neuroimaging, neurobiology, and the neuroanatomy of chronic pain—Michael bridges the gap between complex brain science and the courtroom. He serves on the Board of Advisors for the Center for Neuroscience and Law at Fordham Law School and was a director of Neurolaw for the Program for Imaging and Cognitive Sciences at Columbia University. A graduate of Boston University School of Law and the Trial Lawyers College, he is passionate about advocating for clients whose brain injuries are often unrecognized or minimized.In this powerful episode, host Bethany Lewis (The Concussion Coach) sits down with attorney Michael Flomenhaft to uncover the challenging legal realities of living with a concussion. They discuss why standard ER scans (CAT scans, MRIs) often miss the white matter damage that causes persistent symptoms, and how this medical gap creates major hurdles in legal cases. Michael explains why a "normal" scan does not mean a normal brain, the progressive nature of brain atrophy, and the invisible emotional burdens of grief, shame, and fear that clients carry. He also introduces advanced imaging (DTI, NeuroQuant) and hopeful therapies like neurofeedback.Resources Mentioned by Michael FlomenhaftContact for Legal Help (New York/New Jersey & Nationwide Referrals):Email: mflomenhaft@brainjusticeny.comPhone: 917-359-8023Website: www.brainjusticeny.comKey Medical & Legal Concepts Discussed:DTI (Diffusion Tensor Imaging): Specialized MRI that evaluates white matter integrity (introduced into US jurisprudence by Mr. Flomenhaft in 2004).SWI (Susceptibility Weighted Imaging): MRI sequence sensitive to microscopic bleeds (hemosiderin).NeuroQuant: FDA-cleared computerized program to evaluate brain atrophy.Neurofeedback: Described as "going to the gym for your brain," a highly effective intervention for re-establishing white matter connectivity and recovering function.Connect with Bethany:Website: https://theconcussioncoach.com/Free Guide: "5 Best Ways to Support Your Loved One Dealing with a Concussion" on the websiteFree Coaching Consultation: https://theconcussioncoach.com/free-consultation

Send us Fan MailWhat happens when Medicare and multiple liens enter the claim, and how do you navigate them without derailing resolution?In this episode of Deconstructing Comp, Yvonne Guibert and Rafael Gonzalez talk with John Cattie, managing partner of Cattie and Gonzalez, PLLC. The conversation focuses on Medicare Secondary Payer (MSP) compliance and the broader landscape of federal lien resolution in workers' compensation claims.Together, they explore the key components of MSP through the lens of lien management, diving into the different types of federal liens that can arise and how they shape settlement strategy. The discussion centers on the practical challenges of identifying, navigating, and resolving multiple reimbursement interests—an area where confusion and delays often occur in real-world claim handling.John shares practical insights on common missteps, from overlooking lien exposure to mismanaging repayment obligations, and how claims professionals and attorneys can more effectively navigate these complexities to avoid delays and unintended consequences. He highlights key federal lien types, including Medicare, the Veterans Administration, and TRICARE, while reinforcing the importance of identifying other potential reimbursement interests that may impact settlement.Tune in for a grounded perspective on a complex and often challenging topic (this one made Yvonne's head hurt), helping listeners better understand how to approach Medicare's role and lien resolution within the broader claims process.At the end of the episode, John shares fun facts about his favorite pastime, Fantasy Football, and tells us about the sports photos on his wall. Steve Garvey is the Padres baseball player Yvonne could not remember. For more information about federal liens in workers' compensation, contact John Cattie or Rafael Gonzalez at Cattie and Gonzalez, PLLC. ¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your friends on social media. Find Yvonne and Rafael on Linked In or follow us on Twitter @deconstructcomp 

Tax extensions aren't something to avoid. They're something to understand and use strategically. In this episode, Nate Sosa and guest co-host Justin Shore break down why filing an extension is a normal (and often smart) move, even for tax professionals. They explain how extensions give you more time to file accurately, reduce costly mistakes, and help you stay in control of your tax strategy. You'll also learn how to properly handle payments, avoid common penalties, and use extensions alongside quarterly estimates to stay compliant and efficient. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

April 6, 2026 ~ Todd Flood, Managing Partner of Flood Law, PLLC and host of "Behind the Bench" with Todd Flood on WJR discusses Michigan joining lawsuit against Trump's mail in voting Executive Order. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nate Sosa sit down with Ryan Barone, co-founder and CEO of RentRedi, to break down how real estate investors can simplify property management, reduce tenant turnover, and increase ROI using automation and data. You'll learn practical strategies to improve tenant retention, including why speed of response (not resolution) is one of the biggest drivers of long-term tenants, how simple rent reminders can increase on-time payments by 27%, and why offering credit reporting can boost payment consistency. The conversation also dives into automation tools like auto-pay (with 99% on-time payments), maintenance coordination, AI-powered bookkeeping, and real-time portfolio tracking. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Register for our FREE Tax Mistakes Webinar: go.therealestatecpa.com/3PpELKu Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

A refreshing dose of encouragement and perspective for SLPs who wear many hats.Guest: Emily Bromer, MS, CCC-SLPEarn 0.10 ASHA CEUs for this episode with Speech Therapy PDWatch on YoutubeIn this episode of First Bite, host Michelle Dawson, MS, CCC-SLP, CLC, BCS-S, FNAP, sits down with Emily Bromer, MS, CCC-SLP to celebrate the many roles SLPs take on throughout their careers. They reflect on what makes a supportive and successful clinical fellowship, what graduate students should look for in meaningful practicum placements, and how diverse clinical experiences and strong mentorship can shape a fulfilling career path. They also tackle the reality of imposter syndrome, and offer practical perspectives for protecting your mental health, staying grounded, and rediscovering the passion that drew you to this profession in the first place. If you're feeling stuck, stretched thin, or simply need a reminder of why you chose this field, this episode is for you.About the Guest: Emily Bromer is a SLP based in Lynchburg, Virginia, who is passionate about increasing her community's access to quality therapy services and strengthening the profession she loves. She has been practicing for six years and currently serves as the Lead SLP for Appomattox County Public Schools. In addition to her work in public education, Emily is the owner of Hill City Speech Services, PLLC.Show Notes:Contact Emily: @hillcityspeechva on InstagramEmily's Private Practice: Hill City Speech ServicesSupport Miriam's House - Solutions to Homelessness

Two major housing developments just hit real estate investors in a short window, and both could have a big impact on how you buy, hold, and scale residential real estate. In this episode of the TaxSmart REI Podcast, Thomas Castelli and Nate Sosa break down the Senate's 21st Century Road to Housing Act and FinCEN's new residential real estate reporting rule that went live on March 1. They cover what the proposed housing bill could mean for investors with large single-family portfolios, the key exceptions built into the legislation, and how forced exit rules could create major tax planning considerations. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Register for our FREE Tax Mistakes Webinar: https://go.therealestatecpa.com/3PpELKu Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Brent chats with Gray Edmondson about how debt can be a valuable tool in wealth transfers. They talk about recent tax court cases, how the AFR works, planning for cash loans, and then more complex transactions using debt to sell assets. Gray Edmondson is a Partner at Edmondson Sage Allen, PLLC  in Oxford, Mississippi. Gray practices in partnership, corporate, and individual tax planning; business transactions including mergers and acquisitions; business planning; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning. Gray has conducted, authored, and directed numerous seminars for professional, academic, and civic groups on taxation, business, asset protection and estate planning. You can reach Gray at https://esapllc.com/s-gray-edmondson/ This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Jane Muir  - J. Muir & Associates P.A. On the Bold Truth: "But long story short, litigation has to be part of your comprehensive business plan." It is always best to have an attorney before you need one, especially in business. Jane Muir is a business attorney that has seen almost everything.  She started her law practice to help entrepreneurs navigate the law. From the basics of forming your business entity to protecting yourself through solid contracts and smart bookkeeping, Jane Muir shares invaluable advice for business owners at every stage. She discusses common pitfalls companies face, such as collecting unpaid invoices, navigating litigation, and when (or if) it's even worth chasing what you're owed. You'll also hear about the often-overlooked power of credit reporting, and why a solid business plan includes preparing for legal disputes, not just dreaming big. Jane Muir gets candid about her own journey: growing up in a family of lawyers, how market downturns led her to start her own practice, and why embracing technology and AI has helped her firm stand out and serve clients more efficiently. Plus, she recommends the essential business books every entrepreneur should read (hint: it's not all about law). Listen as Jane explains what to look for in a great business attorney and how an attorney can help you prevent and solve some issues you may come across. Enjoy! Visit Jane at: http://www.jmuirandassociates.com/ Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan   Podcast Overview: 00:00 Business Entity Options Explained 05:45 "Small Claims: Worth the Chase?" 08:51 "Litigation: A Business Strategy" 12:59 "Enforcing Judgments with Legal Writs" 16:03 "Fighting for Justice and Fees" 18:49 Settlements vs. Trials: Key Insights 21:01 Partnerships and Legal Financial Dynamics 26:20 Beginner Business Tax Tips 28:49 "Credit Reporting Agencies Explained" 33:02 "Gemini and AI Automations" 34:07 Automated Document and Scheduling System 39:03 "Spot, Read, Decide Quickly" 42:00 Vespa Insurance Coverage Gap 46:24 "Starting a Law Firm" 50:33 "Legal Challenges and Opportunities" 51:21 "Assessing Threats and Opportunities" 56:23 Bookkeeping: Your Business Backbone Podcast Transcription: Jane Muir [00:00:00]: in whatever that area is. You could be a painter or a social media marketing person, but if you're not getting your invoices out and getting paid, you're just not going to have a business. Well, that's really so important that we make sure everybody is aware that bookkeeping is the backbone of your business and you might not like it. It might be boring. So you got to find someone who's going to do it for you. But if you don't have your bookkeeping in order, then you're lost and you'll never be able to succeed. James [00:00:39]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumph and successes of business owners across the land. Downloadable audio episodes can be found on the podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie, Calls On Call Extraordinary Answering Service, The Bold Business Book, as well as LiveSwitch. Today we are welcoming/preparing to learn from Jane Muir of J. Muir and Associates, PA. Jane, how is it going today? Jane Muir [00:01:09]: It's a beautiful day in Coral Gables. How are you? James [00:01:12]: I am doing well. You know, you and I were chatting right before here about the initials after the name, J. Muir and Associates, the PA. So let's dig into some legal stuff right away. What is the PA? Jane Muir [00:01:26]: Every state has statutes that define the different types of corporate entities that they allow. And in order to tell the public what corporate entity you have, there are little letters at the end of the name of the company, like Inc. or LLC or Co. And those are designed to give notice of what rules and, um, rights and responsibilities apply to that corporate entity. Uh, my entity is called a professional association, which is specific to professionals who hold a license. It can apply to accountants, architects, engineers, lawyers, doctors, and it's essentially a partnership form. Um, which is an option just for licensed professionals. James [00:02:18]: Nice. So that would be in addition to, or instead of an LLC or S corporation, something like that? Jane Muir [00:02:26]: It would be instead of. James [00:02:27]: Uh, instead of. Jane Muir [00:02:28]: A professional group like lawyers or doctors, they can have a PA or a PLLC, or they can have another thing called a limited liability partnership, an LLP. Theoretically, they could have other types of entities to allow non-licensed professionals to participate. Like if, if I were going to start a non-law firm business, for instance, I can have anything I want. It could be an LLC, it can be an Inc. And in Florida, they allow us to kind of make a Frankenstein where we take features of the different statutes and make them into one. Corporate entity that has features of all of them. Uh, but really anything goes and the, the little letters at the end are supposed to just kind of give the public an idea of what to expect. James [00:03:24]: Interesting. Is that, is the PA thing newer or has that been around for a while? Jane Muir [00:03:29]: No, it's ancient. It's, it's one of the earliest corporate forms. James [00:03:33]: Oh, really? Jane Muir [00:03:34]: All right. James [00:03:35]: How cool is that? And just outta curiosity here, why did you or your team choose PA versus LLC or LLP or whatever? Jane Muir [00:03:44]: I think, well, I, I'm the sole shareholder of our firm. We have partners, but, um, I'm the sole shareholder and I just think it's a classic choice. It, to me, it conveys that we're traditional even though We're advanced in technology and we're advanced in, in our approach to managing matters. We, we do want to convey to the public that we're old school lawyers doing real legal work. James [00:04:18]: Right on. I love it. So let's dig into that, Jane. What is, what do you do? Jane Muir [00:04:24]: I'm a business lawyer. I'm located in Miami, Florida. Our firm has offices in Dade, uh, Palm Beach, and, um, opening soon in Alachua County. James [00:04:36]: Nice. Jane Muir [00:04:37]: And we help business owners with their legal issues from mainly contracts and, and issues relating to permits needed or, or business licenses, troubleshooting all kinds of random things that can pop up in a business. Uh, and then the remainder of our practice is commercial litigation. James [00:04:59]: Oh, that sounds like fun. Jane Muir [00:05:01]: I don't, yeah, we deal with a lot of conflict. James [00:05:05]: All right. All right. So let's dig into that cuz that sounds like fun, right? Uh, tell me about the conflicts that a typical business owner or business entity would run into. Jane Muir [00:05:15]: I would say mainly it's collecting money. All right. Or dealing with— James [00:05:20]: it always comes down to money, right? Jane Muir [00:05:21]: Yes. It's always money. James [00:05:23]: All right. Um, and is this because somebody put together a partnership that's bad or more, uh, vendor-customer type relationship? Jane Muir [00:05:32]: We do have the partnerships gone bad, but I would say the majority of our work is vendor and customer relationships. Like someone owes you and you need to sue to force them to pay. James [00:05:45]: All right. So in my extremely limited experience. There is a dollar amount threshold where it's just not worth chasing from the headache and the way the system is set up. I guess in the, the little experience that I had of going to small claims court, it was annoying. It was expensive. And in the end, even when I won, I still didn't get paid. So tell me a story from, uh, what you would like small business to know, small business owners to know when it comes to collecting money, when it comes to dollar amounts. Or who's worth chasing and things like that? Jane Muir [00:06:19]: What a great question. That's, that's my every day. I process that question. What, what the cost benefit analysis is for a litigation. So first you want to know how much is at issue. And let's say if it's under $50,000, I really don't, I usually tell people, don't throw your good money after bad. And the reason is because our average litigation has expenses of about $50,000. And takes 2 to 2.5 years to come to a conclusion. Jane Muir [00:06:50]: Wow. Our, our least expensive litigations are $10,000 to $15,000, and they either resolve early by settlement or we win by default. And then the most expensive litigation we've had so far was a 3-year litigation. It had expenses of like $800,000. We ended in a jury verdict of $6.3 million. So that justified the expense, but whether we're ever going to collect on that is still an open question. So question number 1 is how much is at issue? Does it make it worthwhile to pursue? Then you want to ask, is there a way to recover the fees if you win? Because you don't just want the money you lost, you want to get the fees back. So oftentimes when I consult a business owner, I'm looking at their agreements with their customers and they don't have a prevailing party fee provision, which makes it not really worthwhile to pursue. Jane Muir [00:07:51]: So you want to see if you can collect fees and then you want to see that there's a pocket to pull the money out of either insurance or a property that's not protected by homestead or some other exemption that makes it uncollectible,

In this episode, Matt Duchamp, Partner at Rigby Slack Lawrence Pepper + Comerford, PLLC, shares insights on the strength of industrial real estate and growing demand for healthcare facilities across key markets. He also discusses ongoing consolidation in physician practices, the rise of private equity partnerships, and shifting career preferences among younger physicians.

Gregory Treat is an American attorney specializing in estate planning, wills, trusts, probate, business law, and related family legacy matters through his firm Gregory Treat, PLLC. He is also the founder of Avalon Circle Consulting, where he operates as a strategic consultant helping families build generational wealth, structure intellectual property, and implement covenantal business and trust strategies for long-term legacy protection.You can find Greg Treat here:avaloncircle.comSilver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Get your voice heard: Text Shaun 587-217-8500

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nate Sosa sit down with Taylor Jones of STR Search to break down the top five non-negotiables for profitable short-term rentals in 2026. What You'll Learn: - Taylor's 5 biggest STR non-negotiables for 2026 - Why revenue management can dramatically increase profitability - How one-bedroom couples retreats can outperform larger homes To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nate Sosa react to Robuilt's video on the buy, borrow, die strategy and the short-term rental loophole. They break down how wealthy investors use leverage to build tax-efficient wealth, why real estate can be the easiest entry point into this strategy, and how short-term rentals may help W-2 earners unlock major tax savings. Thomas and Nate also cover key concepts like cash-out refinances, step-up in basis, bonus depreciation, cost segregation, material participation, and the limitations investors need to understand before putting this strategy into action. If you've ever wondered how buy, borrow, die actually works and how the short-term rental loophole fits into the picture, this episode breaks it all down. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Episode live date: March 10 Name of show: Anything But Typical Podcasts Episode number and title: Episode 164: The Power of Relationships in Business and Life with Ashley Tison Brief summary of show: What if the most important business question has nothing to do with business? In this episode, Ashley Tison shares the powerful question he returns to over and over again: “If I were given six months to live, what would be my regrets?” Through years of walking alongside entrepreneurs navigating growth, exits, and major life transitions, Ashley has seen how success often gives way to a deeper realization — that time, relationships, and meaning matter more than most people expect. This conversation explores the tension between building something significant and not losing your life in the process. Bullet points of key topics discussed & time stamps: 0:00 – Opening reflection: the question that changes everything 1:12 – Why entrepreneurs eventually start asking deeper questions 2:48 – The hidden cost of building, growing, and chasing success 4:15 – Why founders often realize too late what mattered most 5:42 – Family, experiences, and meaning in the next chapter 7:03 – How the “six months to live” question reframes priorities 8:21 – Why the next chapter people want is often the one they've delayed 9:37 – Closing thought: sometimes business conversations become life conversations List of resources mentioned in episode (including sponsors): OZ Pros OZPros.com Annie Dillard quote: “How we spend our days is, of course, how we spend our lives.” Calls to action: Learn more at OZPros.com Visit trustbgw.com Follow Anything But Typical and BGW on social media: Instagram: @anythingbuttypical LinkedIn: BGW CPA, PLLC

In today's economy, your brand is your most valuable asset. Who's protecting it? The Lawyer Stories Podcast Episode 257 features Rosa Villa, Founder and Managing Partner at Villa Law, PLLC in Miami, Florida. A University of Miami School of Law graduate, Rosa provides bold, results-driven representation in Intellectual Property, Entertainment, Employment Law, and business contracts. Born in Cuba and brought to the United States at just four years old, Rosa built her path from immigrant roots to leading a practice dedicated to protecting entrepreneurs, creatives, and businesses. At Villa Law, she guides clients through every stage of litigation and alternative dispute resolution - from strategic case development and high-impact negotiations to strong advocacy in federal and state courts. Outside the courtroom, Rosa works closely with innovators, artists, and companies of all sizes to proactively manage risk, protect valuable brands and ideas, and resolve employment, business, and IP matters with efficiency and precision. Her approach is both strategic and practical, focused on delivering solutions that support long-term growth. This episode presented by CallRail - Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at callrail.com/lawyerstories

In this episode, we break down a real-life tax scenario from a $25M dealership owner who's trying to reduce a massive annual tax bill. Here's the situation: - A successful dealership generating $25 million in revenue - An equipment rental business purchasing millions in assets each year - Ownership of the commercial building they operate out of - Two short-term rentals purchased to “unlock” tax savings On paper, it sounds like they should be crushing their tax strategy. In reality? They're leaving hundreds of thousands of dollars on the table. As always, this is a modified real-world case study designed to help you learn from situations we see every day. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa dive into a recent Tax Court case that's turning heads in the tax community. They break down how a taxpayer's DIY tax returns spiraled into a full-blown IRS audit, with the IRS reconstructing income through bank deposits, uncovering significant underreported receipts, and disallowing deductions when documentation couldn't be produced, including depreciation tied to rental properties. But the wildest part? The defense relied on AI-generated, hallucinated Tax Court case citations that didn't actually exist. It's an expensive lesson in why AI isn't ready to be your CPA and why “close enough” recordkeeping can get you crushed when the IRS starts asking questions. If you're investing in real estate, running a business, or leaning on AI for tax answers, this episode is a must-listen on why bookkeeping, documentation, and competent representation matter more than ever. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa sit down with Preston Holland, President and Founder of Prestige Aircraft Finance, to unpack what it really takes to buy back your time through private aviation. The conversation tackles the big tax questions: Can you really write off 100% of a private jet using bonus depreciation? What qualifies as legitimate business use? And how closely is the IRS scrutinizing aircraft deductions? If you've seen the “write off a private jet” hype online and want the truth about what works and what doesn't, this episode is required listening. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Hey lady! Life is about balance. Newton states that for every action and equal and opposite reaction takes place. Every act of cruelty, injustice, and genuinely that we see currently seems overwhelming, which is why Dr. Dom and Terri prioritize sharing moments of joy, fun, and pleasure on the show. This week, Dr. Dom and Terri are delighted to welcome Dr. Nikki Coleman, an award-winning licensed psychologist, sexologist, and founder of Dr. Nikki Knows, PLLC, to discuss why making pleasure your focus is a worthwhile endeavor for a healthy life. Dr. Nikki breaks down some of the misconceptions Black women tell ourselves about pleasure, why some women struggle to have the orgasms they deserve, and ways women can advocate for themselves and their pleasure with their partners. Lady, don’t let the pressures of life steal your joy. Learn how to release in ways that feel fulfilling and satisfying. If you want the real tea of how to up your pleasure tune into the Aftershow where Dr. Nikki joins Terri and Dr. Dom for the real lowdown on what it means to be sexy at any age. If you are looking for community and you’re in the Houston-area, join Dr. Nikki March 7, 2026 for an intimate gathering where she’ll help guide you into true intimacy with yourself. Quote of the Day: “So you’re just never gonna have sex again because you don’t like this body?” – Dr. Nikki Beducated offers expert-led courses designed to help you explore intimacy, pleasure, communication, and confidence, on your own terms and at your own pace. If you’re ready to learn more about your body and deepen your understanding of pleasure, check out Beducated here: https://beducate.me/pd2606-herspace Goal Mapping Starter Guide Cultivating H.E.R. Space Sanctuary Where to find Dr. Nikki Coleman Website: Dr. Nikki Coleman Workshop: The Sanctuary IG: @drnikkiknows Threads: @drnikkiknows YouTube: @drnikkiknows LinkedIn: Dr. Nikki Coleman Resources: Dr. Dom’s Therapy Practice Get That Pitch Workshop: Turn your story and expertise into speaking gigs, media features, and collaborations, without a publicist. Visit GetThatPitch.com and Use code HERSPACE for a special listener discount. Branding with Terri Melanin and Mental Health Therapy for Black Girls Psychology Today Therapy for QPOC Therapy Fund Foundation Where to find us: Twitter: @HERspacepodcast Instagram: @herspacepodcast Facebook: @herspacepodcast Website: cultivatingherspace.comSee omnystudio.com/listener for privacy information.