Podcasts about pllc

About this episode: Pharmacies do a lot more than dispense medications. In this episode: Christina Madison, known online as the Public Health Pharmacist, explains how pharmacists and pharmacies are able to support critical health needs in communities across the country. Guest: Christina Madison, PharmD, FCCP, is a clinical pharmacist and the founder and CEO of The Public Health Pharmacist, PLLC. Host: Dr. Josh Sharfstein is distinguished professor of the practice in Health Policy and Management, a pediatrician, and former secretary of Maryland's Health Department. Show links and related content: The Public Health Pharmacist—http://thepublichealthpharmacist.com The Public Health Pharmacist—Instagram Transcript information: Looking for episode transcripts? Open our podcast on the Apple Podcasts app (desktop or mobile) or the Spotify mobile app to access an auto-generated transcript of any episode. Closed captioning is also available for every episode on our YouTube channel. Contact us: Have a question about something you heard? Looking for a transcript? Want to suggest a topic or guest? Contact us via email or visit our website. Follow us: @‌PublicHealthPod on Bluesky @‌JohnsHopkinsSPH on Instagram @‌JohnsHopkinsSPH on Facebook @‌PublicHealthOnCall on YouTube Here's our RSS feed Note: These podcasts are a conversation between the participants, and do not represent the position of Johns Hopkins University.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental expert Taylor Jones to break down how investors are transforming ordinary Airbnbs into high-ROI “money machines”, even as the STR landscape becomes more competitive. Tune in to learn: - Why data-driven decisions outperform emotion-based investing every time. - How to identify high-demand markets with built-in traveler traffic and lower risk. - The amenities and design upgrades (like pickleball courts and pools) that can add $30K–$70K in annual revenue. - The 4 ROI levers that drive long-term wealth: tax savings, cash flow, principal paydown, and appreciation. - How to go from zero to under contract in just 32 days and why timing your launch can supercharge returns. - The smart 2025 strategy: buy now, rebrand later to maximize tax benefits and long-term performance. Whether you're looking to buy your first STR or scale a growing portfolio, this episode is a must-listen guide to building a short-term rental business that actually pays you, month after month, year after year. 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ Connect with Taylor: https://strsearch.com/ 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, hosts Thomas Castelli and Ryan Carriere, CPA, dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies. Tune in to learn: - Why W-2 income is so highly taxed and the biggest obstacles to offsetting it - How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals - How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it - Ways to generate non-passive losses through active businesses and oil & gas investments - How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact - Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting - Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited This comprehensive breakdown gives you a complete view of W-2 taxation. 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ 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 Mission Matters, host Adam Torres interviews with Boe Bowen, Managing Attorney at The Bowen Law Firm, PLLC, about celebrating their first anthology audiobook and Boe's approach to law: empathetic, options-driven, and focused on keeping families together across family law, estate planning/probate, and personal injury. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

From the cockpit to commercial real estate, Tate's story shows how a high-earning W-2 professional can build wealth outside of the stock market. In this episode of the Tax Smart REI Podcast, Tate shares the lessons he learned moving from single-family to multifamily to syndications and the strategies that help pilots and other professionals put their money to work more effectively. You'll learn: - How Tate's early mistakes shaped his investing philosophy - Why LPs should evaluate sponsors before the deal - Where commercial real estate sits in today's cycle - How oil & gas and STRs can reduce taxes for W-2 earners - Why access to alternatives in retirement accounts could be a game-changer 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ More From Tait: Website: https://www.turbinecap.com Co-authored Oil and Gas eBook: https://drive.google.com/file/d/17jUYSuoJGCU2ea4SN6MLgazmp-3LE2Lt/view?usp=share_link Daniel Rusteen's Airbnb book: https://www.amazon.com/Optimize-Your-Airbnb-audiobook/dp/B07R7CCKPK/ref=sr_1_1?dib=eyJ2IjoiMSJ9.RuqABHwSbg5DlqM7IpdbdyWEN0kpPfMH9Zirre2T_2LGjHj071QN20LucGBJIEps.Twgy40bFLaRKl4w4yOQGk7aOq7kWbEn890lz81_OJDU&dib_tag=se&hvadid=693594071991&hvdev=c&hvexpln=67&hvlocphy=1027744&hvnetw=g&hvocijid=18402973686594528136--&hvqmt=e&hvrand=18402973686594528136&hvtargid=kwd-2430861329715&hydadcr=21936_13365930&keywords=optimize+your+bnb+by+daniel+rusteen&mcid=e22c221c33dd3f379af9461f5fcc2624&qid=1757789681&sr=8-1 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, Jennifer sits down with Cherry Bao, holistic nurse, energy healer, and integrative health coach, to explore how women—especially in the second half of life—can reclaim their zest, vitality, and life force energy. Cherry shares her five energy hacks that work on a cellular level: hydration, whole foods, quality sleep, stress management (including Navy SEAL–tested box breathing), and grounding. Together, Jennifer and Cherry dive into why energy is the foundation for creating the life you desire—and how clearing “cellular gunk” can open the door to abundance, focus, and joy. You'll also hear Cherry's personal reflections on stepping out of her comfort zone, persistence, and why everything begins with energy.You can learn more about Cherry at https://cherrypfauenergyhealing.com/about/. About Cherry Cherry Pfau, MSN, RN, AHN-BC, PLLC, is a holistic wellness practice offering workshops for wellness, individual and group health coaching, and holistic therapies to support your health. It is the private practice of Cherry Pfau, MSN, RN, AHN-BC, and is located in Durham, North Carolina. Cherry has a passion for helping other healthcare practitioners improve their health so they can bring more health to their clients. “I believe that my role is to be your guide and partner on your journey to optimal health and wellness. I believe we all have an inner knowing of what our body, mind and spirit need to heal. My job is to help you discover that inner knowing and to follow a path to healing that feels right for you. I will ask permission before sharing my knowledge and experience with you. I honor your right to choose a course of action for yourself”, states the official website of Cherry Pfau, MSN, RN, AHN-BC, PLLC. Cherry Pfau is the Nurse Cancer Coach. As a professional registered nurse specializing in oncology and advanced holistic practices, Cherry spent over 40 years helping others navigate their own journey with cancer. She is a proud cancer survivor, often referred to as the Nurse Cancer Coach. For more information about Cherry Pfau, RN, MSN, AHN-BC, PLLC, please visit http://www.cherrypfau.com/about/. The Asked and Answered by Soul podcast is dedicated to helping you understand that your Soul is the answer. To learn more about your soul's answers and purpose, access your free guide at ⁠www.themythsofpurpose.com⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Carlos Jorge and Nathalie Simmons Jorge talk about healthcare, it goes far beyond checkups and prescriptions. For them, medicine is equal parts science, integrity and human connection.Their Charlotte-based practice, Companion Health, PLLC, was built on a belief that the best care is rooted in research and compassion, and that sometimes the most powerful thing a doctor can say is, “I don't know —  I have to look into that more.” As entrepreneurs, clinicians and community members, the Jorges have shaped a model of care in their concierge practice that puts people first while navigating the complex business of modern medicine.The Jorges moved to Charlotte in 2002 after completing medical training and business school. What began with Carlos serving uninsured and underinsured patients in the city's growing Hispanic community has evolved into a practice that balances medical expertise with entrepreneurship and a deep commitment to doing what's right for each patient. Today, Carlos serves as chief medical officer, and Nathalie serves as CEO.On this episode of The Charlotte Ledger Podcast, the Jorges share how they navigate the rise of social media health advice and focus on evidence-based care, the challenge and importance of saying, “I don't know” in medicine and what it's like blending medicine and business as both physicians and entrepreneurs.This episode of The Charlotte Ledger Podcast is sponsored by Child Care Search, a service of Child Care Resources Inc. Looking for child care? Our team provides guidance every step of the way! Search online at www.FindChildCareNC.org or call 1-888-600-1685 for live assistance and free, customized referrals.The Jorges received The Ledger's 40 Over 40 Award in 2025. Find out more about the 40 Over 40 awards by going to Ledger40over40.com.For more information on The Charlotte Ledger, visit TheCharlotteLedger.com. The Charlotte Ledger Podcast is produced by Lindsey Banks. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit charlotteledger.substack.com/subscribe

RECLAIMING RESILIENCE - A CONVERSATION WITH DR. SHERRONDA BANKS - LIVE EPISODE OF THE KIM JACOBS SHOW AT A SPECIAL TIME - Friday, September 19th at 12:00 PM ESTDr. Sherronda Banks, LCSW, LISW-CP— is a clinical therapist, educator, speaker, and visionary founder of Intentional Steps Counseling Services, PLLC.With over 22 years of experience in social work, mental health, and higher education, Dr. Banks is on a mission to transform lives through culturally responsive, faith-informed, and clinically grounded strategies. She's the voice behind Radical Preservation™ and Reclaiming Resilience™, creating spaces of healing, liberation, and empowerment for individuals, families, and communities.In this special episode, we'll explore: This conversation promises to leave you inspired and equipped with tools to preserve your purpose!Dr. Sherronda Banks will also be joining us as a guest speaker on Unity Sunday, September 21st at 10 AM at Promise Fellowship Church 12080 University City Blvd. Harrisburg, NC 28075#TheKimJacobsShow #RadicalPreservation #ReclaimingResilience #FaithAndHealing #MentalHealthMatters #DrSherrondaBanksBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-kim-jacobs-show--2878190/support.

Before founding Randy Ojeda Law, PLLC, I built my career at the intersection of law, music, and business. My legal foundation comes from Loyola University Chicago School of Law, where I focused on Entertainment Law and Alternative Dispute Resolution. While pursuing my J.D., I gained invaluable experience working for firms like Neal & Leroy, LLC, and serving as a judicial intern at the United States District Court for the Eastern District of Pennsylvania under the Honorable Eduardo C. Robreno. But my path has never been confined to traditional legal roles. I spent years in the trenches of the music industry—signing and developing artists, negotiating distribution deals, and building careers from the ground up. At Symphonic Distribution, I helped artists and labels across the U.S. and Latin America navigate global distribution, monetization, and rights management. That hands-on industry experience continues to shape the way I approach my legal practice today. #brutallydelicious #metal #viralvideo #podcast #rockmusician #musiclaw #entertainmentlawyer #tampadeathmetal #deathmetal #morrissound #heavymetalmusic #musician #rockmusician #viralvideo Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, Payton explores the unsettling case of a soldier whose death on base raises far more questions than answers. Links: Patreon: https://www.patreon.com/murderwithmyhusband NEW MERCH LINK: https://mwmhshop.com Discount Codes: https://mailchi.mp/c6f48670aeac/oh-no-media-discount-codes Twitch: twitch.tv/throatypie Instagram: https://www.instagram.com/intothedarkpod/ Discount Codes: https://mailchi.mp/c6f48670aeac/oh-no-media-discount-codes Watch on Youtube: https://www.youtube.com/channel/UCUbh-B5Or9CT8Hutw1wfYqQ Listen on Apple: https://podcasts.apple.com/us/podcast/into-the-dark/id1662304327 Listen on spotify: https://open.spotify.com/show/36SDVKB2MEWpFGVs9kRgQ7 Case Sources: The Silent Truth – feature film Stanford University - https://exhibits.stanford.edu/saytheirnames/feature/lavena-johnson  St. Louis Public Radio - https://www.stlpr.org/government-politics-issues/2015-07-19/10-years-later-a-soldiers-family-still-grieves-and-questions-the-armys-version-of-her-death  Law Offices of David P. Sheldon, PLLC - https://www.militarydefense.com/tag/lavena-johnson-foia-case/ United States Army Criminal Investigation Command - https://www.cid.army.mil/Portals/118/Documents/FOIA-Privacy-Act/CRC_Johnson-Lavena.pdf  Democracy Now - https://www.democracynow.org/2008/7/23/suicide_or_murder_three_years_after Fox 2 Now - https://fox2now.com/news/missouri/family-of-pfc-lavena-johnson-asks-her-date-of-death-to-be-changed/ RAND - https://www.rand.org/pubs/tools/TLA746-2/handbook/resources/data-on-sexual-assault-in-the-military.html  Military Times - https://thefallen.militarytimes.com/army-spc-kamisha-j-block/2984017 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana G. Khan to talk about how real estate investors should approach estate planning. You'll learn: - Why every investor needs at least a will and power of attorney (even at 18) - The difference between wills and trusts, explained with Diana's “backpack” analogy - How to decide between revocable and irrevocable trusts - Practical ways to structure LLCs and holding companies for asset protection - When (if ever) offshore trusts make sense - How life insurance ties into your estate plan Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future. Connect with Diana: https://www.dklawmd.com/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/ 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 the Indigenous Speaker Series being released on the Coalition website we asked Indigenous thought-leaders to reflect with us about what might comprise ecologically successful systems. Sarah and Sheri discuss some clips from Sarah's interview with Tela Troge of the Shinnecock Nation. Tela Loretta Troge, Esq. is a member of the Shinnecock Indian Nation and a member of the Hassanamisco Nipmuc Tribe. Tela is the director of the Shinnecock Kelp Farmers (https://www.shinnecockkelpfarmers.com/) and the Niamuck Land Trust. She recently organized the Warriors of the Sunrise Sovereignty Camp 2020 in an attempt to raise awareness about the plight of the Shinnecock people. Tela graduated from Michigan State University College of Law with a Juris Doctor and certification in Indigenous Law and Policy from the Indigenous Law Program. She has been fighting for tribal sovereignty for the past 11 years as the attorney with the Law Offices of Tela L. Troge, PLLC. Watch video recordings of this and other episodes from Season 4 of the Dismantling the Doctrine of Discovery Podcast on our YouTube Channel (https://www.youtube.com/@dismantlingthedoctrineofdi7536). Show notes: Access the Indigenous Speaker Series (https://dismantlediscovery.org/resources/indigenous-speaker-series/)on the DDoD website Watch Tela's Indigenous Speaker Series video/interview (https://www.youtube.com/watch?v=vpp5D9VjMVo) Sarah's Substack article about the Shinnecock Nation: Support the Shinnecock Right to Self-Determination (https://sarahsheri.substack.com/p/support-the-shinnecock-right-to-self) Sign up for a New Coalition Volunteer Orientation (https://us02web.zoom.us/meeting/register/tZUpduysrD4tHNL3FJHy6lsapz9AkdK4ntb0#/registration) and/or a Coffee Hour (https://us02web.zoom.us/meeting/register/tZcrcumrqj8iHdWZqlDzkvZRIJxAsohqEQl5#/registration) Sign up to receive our Newsletter (https://dismantlediscovery.org/contact/) Prayers (https://docs.google.com/document/d/1B6M3M8EAwwkaUYckJcvzwPPR3wfqO9iwKoziX7fDjZg/edit?usp=sharing) for Shinnecock and other Coalition campaigns Sarah and Sheri's book: So That We and Our Children May Live: Following Jesus in Confronting the Climate Crisis (https://heraldpress.com/9781513812946/so-we-and-our-children-may-live/) Sarah and Sheri's Substack: So That We and Our Children May Live (https://sarahsheri.substack.com) You can follow the Coalition to Dismantle the Doctrine of Discovery on Instagram (@coalitiontodismantle) and Facebook (www.facebook.com/dismantlediscovery)

This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planning for potential healthcare costs, particularly as they relate to aging and unexpected illnesses. He recounts personal experiences that highlight the financial strain families face when care is needed, emphasizing how long-term care insurance can serve as a vital tool for asset protection. Aaron also explores the evolving landscape of long-term care products, including hybrid policies that offer benefits even if care is never needed.. For more information about Aaron and his services, visit aaronmillerlaw.com Key Topics: The Importance of Long-Term Care Insurance in Asset Protection Personal Stories Highlighting the Financial Impact of Care Costs Understanding the Evolving Landscape of Long-Term Care Products Strategies for Effective Planning: Timing and Health Considerations How to Approach Financial Advisors About Long-Term Care Insurance Key Links Miller Law Office, PLLC https://www.facebook.com/MillerLawOfficePLLC/ Aaron Miller - Miller Law Office, PLLC | LinkedIn Miller Law Office, PLLC - YouTube 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  

In this episode, Steve Fretzin and Ed Alexander discuss:Challenges and risks in forming and managing law firm partnershipsStrategic considerations and planning for succession and law firm exitsThe importance of communication, expectations, and alignment in business relationshipsDiversifying marketing and building sustainable value in a law practice Key Takeaways:Many law firm partnerships collapse because they lack a clear strategic purpose, and poor communication during both the honeymoon phase and long term creates conflicts that are nearly impossible to resolve.Setting clear expectations early—on contributions, compensation, growth, retirement, and lifestyle philosophies—can prevent disputes where one partner feels undervalued or overburdened.Selling or transitioning a law practice requires years of preparation, including transferring goodwill, maintaining referral trust, phasing into an of counsel role, and positioning the buyer as a trusted successor.The 2008–2009 global financial crisis showed how fragile referral-dependent firms can be, as many lost business overnight, underscoring the need for diversified marketing, consistent development, and team-based client service. "Partnerships, it's interesting, because they're marriages, right? They're business marriages, and that's what they should be called, business marriages." —  Ed Alexander Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Ed Alexander: Ed Alexander is an attorney, author, and founder/CEO of Alexander Business Law, PLLC in Orlando, where he has practiced business law since 1993 after an early career in technology that earned him a U.S. patent. He is the author of several notable works, including The Guide to Selling Your Florida Law Practice, The Guide to Partnerships and Partnership Agreements, and 10 Common and Costly Business Killing Legal Mistakes and How to Avoid Them. He is recognized for professional excellence and community service and has also taught at the University of Central Florida. In his free time, Ed enjoys cycling, kayaking, sailing, hiking, and traveling with his wife of 38 years, Faith. Connect with Ed Alexander:  Website: https://orlandobusinesslawyer.com/Email: ed@alexanderbusinesslaw.comBooks: https://www.amazon.com/stores/Ed-Alexander/author/B0C2QXJG7KShow: Law Deals: https://podcasts.apple.com/us/podcast/law-deals-succession-planning-partnerships-purchases/id1724776380LinkedIn: https://www.linkedin.com/in/attorneyedalexander/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, answer real investor questions from the investing community, tackling some of the most pressing topics around bonus depreciation, short-term rentals, and advanced tax planning. Tune in to learn: - How cost segregation results differ between condos, single-family homes, and properties with big-ticket land improvements like pools - Why new renovations on older rentals may still qualify for 100% bonus depreciation under the latest rules - The nuances of converting a personal residence into a short-term rental, and when only 40% bonus depreciation applies - The pros and cons of using Form 3115 to catch up missed depreciation—and why DIY may not be the best option - Key IRS rules around ADUs, STR participation, and what really triggers depreciation recapture This Q&A-style episode delivers practical answers to questions investors are asking right now in 2025. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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.

On this episode of CFO at Home, Vince·s guest is Aaron Miller, an elder law attorney whose personal experiences have shaped his passion for helping families navigate the complexities of estate planning and elder care. Aaron shares his personal story, then they get into the importance of understanding the financial implications of aging, including misconceptions surrounding Medicare and Medicaid, and the necessity of proactive planning. Aaron discusses various options for funding care, including private pay, long-term care insurance, and government benefits, while also shedding light on common myths on the subjects. For more information about Aaron, visit aaronmillerlaw.com Key Topics: Aaron's Transition to Elder Law: Personal Motivations Understanding Medicare vs. Medicaid: What You Need to Know The Importance of Planning for Long-Term Care Common Misconceptions About Government Benefits Strategies for Funding Care: Private Pay, Insurance, and More Navigating the Medicaid Look-Back Period: What to Avoid Key Links Miller Law Office, PLLC https://www.facebook.com/MillerLawOfficePLLC/ Aaron Miller - Miller Law Office, PLLC | LinkedIn Miller Law Office, PLLC - YouTube 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  

In this engaging episode of El Paso Local Area Business Talk, we sit down with Abby from Laine Law Firm, PLLC, a leading family law attorney in El Paso, Texas, to dive deep into one of the most emotionally charged and complex areas of law: child custody, child support, and divorce.

What happens when therapy and medication don't work? Treatment-resistant depression can feel like a dead end — but it's not. In this episode, clinical psychologist and ADAA member expert Dr. Jill Emanuele unpacks the nuanced differences between sadness, grief, and major depressive disorder — and why misusing these terms can delay real help.But the conversation doesn't stop there. What happens when traditional treatments for depression don't work? You've probably heard the term treatment-resistant depression, and it may sound terrifying. Dr. Emanuele and host Gabe Howard dig deep into what this label actually means — and spoiler alert: It's more about strategy than severity. You'll also discover lesser known but evidence-backed options that go beyond talk therapy and antidepressants, including: transcranial magnetic stimulation (TMS) ketamine and esketamine treatments radically open dialectical behavior therapy (RO-DBT) electroconvulsive therapy (ECT) without the Hollywood horror spin psychedelic-assisted therapy using psilocybin  Key takeaways: the difference between sadness, grief, and clinical depression what treatment resistant actually means a breakdown of advanced, research-backed treatment options why individualization is key to recovery This episode is your roadmap for understanding treatment-resistant depression on a deeper level — and for finding hope when treatment doesn't seem to be working. Whether you're managing this yourself or supporting someone who is, you'll walk away knowing there are more options — and find that labels aren't life sentences. Special thanks to Johnson & Johnson for providing funding for today's episode. Our guest, Jill M. Emanuele, PhD, is Founder and Executive Director of Urban Yin Psychology, PLLC, based in New York City.  She is also Secretary and board member for the Anxiety and Depression Association of America (ADAA).  Dr. Emanuele completed her undergraduate studies with degrees in Psychology and Music from the University of Richmond, and her Ph.D. in clinical psychology from George Mason University. Dr. Emanuele has presented at academic medical centers, professional conferences, public and private schools, and community organizations on the topics of mindfulness, adolescent depression and suicide, adolescent self-injury, DBT, and adolescent borderline personality disorder, and co-authored book chapters on some of these important topics.  She also provides education through multiple forms of media including television, radio, internet, and podcasts.  Our host, Gabe Howard, is an award-winning writer and speaker who lives with bipolar disorder. He is the author of the popular book, "Mental Illness is an Asshole and other Observations," available from Amazon; signed copies are also available directly from the author. Gabe is also the host of the "Inside Bipolar" podcast with Dr. Nicole Washington. Gabe makes his home in the suburbs of Columbus, Ohio. He lives with his supportive wife, Kendall, and a Miniature Schnauzer dog that he never wanted, but now can't imagine life without. To book Gabe for your next event or learn more about him, please visit gabehoward.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, break down the two most common questions investors are asking after the passage of the “Big Beautiful Bill” and the return of 100% bonus depreciation: - Should you invest in real estate or specifically short-term rentals for tax savings? - When does it make sense to start working with a tax strategist? Tune in to learn: - Why existing landlords who haven't done tax planning may be leaving money on the table - How to decide if short-term rentals make sense for your goals, lifestyle, and time commitment - A step-by-step framework for estimating your first-year tax savings using bonus depreciation - The reality of material participation, hours required, and capital needed to get started - When to engage a tax strategist if you're already in the game or just getting started - Why time is running short in 2025, and how late you can still implement this strategy To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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.

This week on Spaghetti on the Wall, we're joined by Kellam T. Parks, a Managing Member of Parks Zeigler, PLLC—a paperless, tech-driven law firm with offices across Virginia and North Carolina. With 25 years of experience, Kellam focuses his practice on Cybersecurity/Data Privacy and complex Family Law and Civil Litigation. Beyond running a thriving firm, he also founded The MOTIVATEd Lawyer, a coaching business that helps attorneys align their practices with their personal goals, avoid costly mistakes, and build sustainable success. From law firm landmines to the future of technology in legal practice, Kellam brings insights every lawyer and entrepreneur needs to hear.

Every founder hits limits. The question is which ones.Business mechanics carry you into 7 figures. But past $5M, human mechanics become the choke point.That's when the cost explodes. You could be leaking millions a year without even seeing it.This episode shows you how to tell if it's time for a business coach… or a performance coach.  About the PodcastBuilt for high-performers who don't need help.  Just leverage. This is the show that breaks what quietly kills performance at scale.  Especially the mental patterns slowing down even the smartest founders. If you never want to get dragged down by pressure, burnout, or hesitation… welcome home. Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari.  Inside the episode:·       Why business mechanics stop working after $5M ARR·       The math of wasted hours: how $3.1M leaks out every year·       Uber's Kalanick vs. Microsoft's Nadella: failure vs. success in human mechanics·       The Mechanics Check: how to diagnose if you need a business coach or a performance coach This episode is for Founders/Execs who: ·       Know the next move but keep hesitating·       Waste hours cleaning up team drama·       Feel like they're stalling even with the right strategy·       Want to figure out their next leverage point (and how to pick the right coach to move faster)  What to do next:  → Send this EP to the founder/exec who's too sharp to stall this long. → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots) Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance.All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions.Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

When Congress passed the One Big Beautiful Bill in July 2025, the Federal legislation brought significant changes for business and individual taxpayers.On this week's Mind Your Business, we continue our examination of the bill and it's impact on tax law for business and individual filers, highlighting key changes that will resonate with High Country businesses and their employees. We are joined by Ralph Polk, CPA and Senior Manager with DMJPS, PLLC, who will break down the legislation and provide insight on topics like depreciation, research & development expenses, and 1099 reporting for businesses. He'll also explain the final legislative language related to major campaign talking points like no tax on tips, while also highlighting changes to charitable contribution allowances for certain individual taxpayers.Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday afternoon at 5PM on WATA (1450AM & 96.5FM) in Boone.Support the show

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Hall CPA Advisory Manager Justin Shore to break down why bookkeeping isn't just busy work, it's the foundation of audit defense and financial success as a real estate investor. Tune in to learn: - Why sloppy bookkeeping can raise red flags and trigger IRS scrutiny - The key differences between Schedule E and Schedule C—and why they matter for your rentals - How proper categorization of expenses (like cleaning vs. repairs) can make or break your audit defense - Why bank statements aren't enough, and the documentation you must keep to substantiate deductions - The penalties and costs of poor records and how to avoid them - The line between bookkeepers and tax preparers, and what responsibilities truly fall on you To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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.

MasterMind Minutes One Guest, One Question, One Expert Answer in Minutes Not Hours. Today our guest is Mohaimina (“Mina”) Haque Mina is a trailblazing CEO, attorney, and educator, breaking barriers as the first woman CEO of Tony Roma's in its five-decade history. As she spearheads the global restaurant chain, Mina is also actively engaged in the legal sphere, serving as the founder of the Law Office of Mohaimina Haque, PLLC, based in Washington DC, and as an Adjunct Professor of Law Practice Management at American University Washington College of Law.In her legal practice, Mina's expertise spans various areas, including corporate law, immigration law, and litigation. Notably, her immigration practice has facilitated the successful acquisition of Einstein visas, investor visas, and multinational executive visas for numerous individuals from diverse backgrounds.Beyond her roles in business and law, Mina is a pioneer in law practice management. She educates on building virtual firms and managing remote operations with the latest technological advancements, ensuring her students are equipped for the evolving landscape of legal practice.Mina's commitment to innovation extends to her tenure at Tony Roma's, where she is always at the forefront of testing innovative solutions for an agile and adaptable workforce. Her leadership and vision drive the chain's expansion and innovation, while her ongoing legal practice keeps her abreast of legal developments.An inspiring educator, Mina shares her wealth of knowledge and experience with aspiring legal professionals, mentoring them to excel in their careers.Named one of Women We Admire's ‘Top Women Leaders of DC for 2025,' Mina's remarkable achievements, leadership, and dedication to excellence have firmly established her as a true pioneer in both the legal and business communities.Contact Gary: info@frangrow.comVisit: https://www.tonyromasfranchise.com/

Your numbers look good.Your team looks busy.You think you're winning.But every week of drift is burning dollars and growth you can never get back.That's how $10M+ companies die in slow motion.Not from the market.Not from their people.But from three sins that kill momentum while everyone's still clapping.It's what gutted WeWork. InVision. Theranos.And it's what will gut you — unless you see it first.Elite operators catch it early.Coasters float blind until the crash.Which one are you right now?About the PodcastBuilt for high-performers who don't need help. Just leverage.This is the show that breaks what quietly kills performance at scale.Especially the mental patterns slowing down even the smartest founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari.Inside the Episode Why hitting your numbers can still mean $600K a year set on fireThe Ferrari rule elite operators live by — and coasters ignore until they stallHow the wrong win can set you back $4M in 12 months you'll never recoverThe blind bet that drains top talent and speeds up your lossThis episode is for… Founders who look like winners on paper but feel the inside is slidingExecs burning millions on drift while competitors speed aheadLeaders doubling their job instead of their company's edgeThe rare few who want to be elite operators, not coastersWhat to do next→ Send this EP to the founder/exec who's too sharp to stall.→ Follow Dr. Yishai on LinkedIn: linkedin.com/in/dryishai → Book a Mirror Session (link on LinkedIn page) to experience it firsthand (limited spots).DisclaimerThis content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance. All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions. Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

In this episode, Benjamin Alarie, CEO and co-founder of Blue J, and Ashley Francis, CPA/PFS, owner of The Francis Group, PLLC, discuss the integration of artificial intelligence (AI) in tax research. They sift through the best practices for using AI tools, the importance of asking the right questions and the future of AI in the tax profession. The conversation also touches on the potential risks and cautions associated with using AI, emphasizing the need for professional judgment and client confidentiality.  What you'll learn from this episode:  How to integrate AI tools into your tax research workflow Ways to evaluate AI output to determine accuracy The top cautions and risks associated with using AI for tax research The future of AI in tax research AICPA and CPA.com resources Artificial Intelligence (AI) Tax Resource Center — Explore the AI Tax Resource Center for insights, tools and guidance on leveraging artificial intelligence to optimize tax practices and enhance compliance. The future of tax research: Frameworks, use cases, and best practices for AI research — A practical framework to evaluate, adopt and scale AI-powered research tools Bartlett, Pringle, and Wolf (BPW) Case Study: Learn how BPW turned to Blue J to confidently embrace generative AI — gaining instant, verifiable tax answers and high-quality drafts without compromising accuracy or authority Blue J AI Tax Research — Sign up today to access preferred pricing through the CPA.com partner program. Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

Child Custody & Support Modifications in Texas – What Every Parent Should KnowIn this episode of El Paso Local Area Business Talk, we dive deep into family law with Abby from Laine Law Firm, a family law attorney based in El Paso, Texas. Host David leads the conversation around a common but complex issue: modifying child custody or support agreements after a court order has already been finalized.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with financial planner and short-term rental investor Zack Mattos to unpack how he went from a 20-year career focused solely on traditional retirement accounts to leveraging real estate to nearly eliminate his tax bill, including a staggering $943K in depreciation from one luxury rental property. Tune in to learn: - How he turned his Austin dream home into a high-income rental and tax-saving machine - The cost segregation strategy that generated nearly $1M in depreciation in a single year - Why he paused retirement account contributions to focus on real estate acquisitions - How REP status transformed his tax outcomes and influenced client recommendations - The S-corp move and family payroll strategy that added tens of thousands in annual savings - His plan to build a portfolio of luxury rentals in one high-demand neighborhood for scale and ease of management To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Zack: https://www.zackmattos.com/ 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

When co-parenting feels impossible because of constant conflict, there is another way. It's called parallel parenting—a structure designed for high-conflict divorce that reduces interaction, sets clear boundaries, and allows both parents to focus on their children's wellbeing. In this episode of the Journey Beyond Divorce Podcast, I'm joined by Randi Karmel, PLLC, a family law attorney, mediator, and parent coordinator with decades of experience helping families navigate custody disputes, substance abuse cases, and complex parenting dynamics. Randi and I explore how to create a parallel parenting plan that actually works. We talk about what must be included in your legal agreement, the pitfalls to avoid, and how to handle the inevitable gray areas that come with real life. You'll also hear why having a parent coordinator can be a game-changer in easing ongoing conflict. If you're facing high-conflict divorce or struggling with parenting arrangements, this episode will give you practical tools to reduce stress, minimize court battles, and prioritize your child's emotional safety. Connect with Randi: Website: https://randikarmel.com/ Resources Mentioned in this episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg

Mandatory MSA Reporting with Jim AndersonShane Dawson of Dinsmore and Shohl, LLP and Jennifer White of Peterson White, LLP interview Jim Anderson, a Partner with Cattie & Gonzalez, PLLC. In this episode we chat about the key changes CMS implemented in April 2025 regarding mandatory Medicare Set-Aside (MSA) reporting.   Jim shares tips for workers' compensation defense practitioners to proactively prepare for mediations and settlements to assist their clients through the pitfalls and hurdles in protecting CMS's interests.To learn more about DRI and the Workers' Compensation Committee visit www.DRI.org.#DRILawyer#DRICommunity

Navigating Divorce in El Paso: What to Expect from a Divorce Lawyer at Laine Law Firm, PLLCDivorce can be one of the most emotionally and financially challenging times in your life. Whether you're considering a Simple Divorce, an Uncontested Divorce, or need legal advice regarding property or support, choosing the right Divorce Lawyer is crucial. At Laine Law Firm, PLLC in El Paso, Texas, clients are offered professional, compassionate legal services that focus on delivering results while making the process as smooth as possible.

(originally published Sept 6, 2024)You thought smart decisions came from logic and discipline.But the smartest leaders? They reframe decisions before they make them.Most leaders waste time treating every choice the same.They miss the hidden cost of decision drag.This episode flips the whole game.You'll see why elite leaders don't just decide faster.They decide cleaner.Once you get this shift, you stop second-guessing. You stop dragging. You move with precision.It's like replacing your operating system with one built for speed. Without burning you out.About the PodcastBuilt for high-performers who don't need help. Just leverage.This is the show that breaks what quietly kills performance at scale. Especially the mental patterns slowing down even the smartest founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari. Inside the episode:• The real reason smart leaders still make slow, costly decisions• The 4 hidden phases of clean, high-leverage decision-making• Why emotions are actually data — and how to read them right• The identity shift that helps you frame and solve the real problemThis episode is for Founders/Execs who: • Make big calls but question themselves mid-move• Feel like they're dragging, even when things look fine• Lead high-stakes teams but second-guess silently• Want to feel decisive again — without faking itWhat to do next:  → Send this EP to the founder/exec who's too sharp to stall. → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots)Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance. All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions. Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

The team kicks off a new series featuring guests from across the Nashville community, starting with John Bellenfant, Managing Partner at Bellenfant, PLLC—a boutique CPA firm based in Nashville. John leads the firm's audit and tax engagements while driving strategic growth and client service. Under his leadership, Bellenfant, PLLC has been named to Inc. Magazine's Inc. 5000 list as one of the fastest-growing private companies in the U.S.—earning recognition as the fastest-growing CPA firm in Tennessee and among the top nationwide.In this episode, David, Carson, and Myles talk with John about the benefits of proactive planning with an accountant, industry crossovers, and practical tax insights, including:- Common tax mistakes and how to avoid them- The best time to start planning conversations with your accountant- Opportunities and considerations tied to the 2026 tax changes and the BBB- Frequently missed deductions that could save clients money- The value of having your tax accountant and financial advisor working in sync

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with entrepreneur and investor John Paul Houston to unpack his journey from running a backyard chicken operation to building a $3.5M private lending portfolio and a 100+ door real estate empire — all while dramatically reducing his tax bill by qualifying as a Real Estate Professional. Tune in to learn: - How John went from semi-retirement to scaling multiple income-producing businesses - Why he shifted from passive lending to active investing for greater returns and tax benefits - The REP strategies and depreciation plays that helped him save big on taxes - How he structures equity incentives to retain top talent and transfer ownership - Why West Virginia is his secret weapon for finding 12-cap multifamily deals with minimal red tape - The role private lending plays in his long-term diversification and estate planning To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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.

Where did that negative perception of yourself come from?Meet Karen Dwyer-Teseriore!Karen is a psychotherapist who helps you overcome negative self talk and dare to believe in yourself.On this episode, she addresses a number of issues related to mental health, relationships and inner dialogue.With a career spanning over 25 years working in the NYC child welfare system, she worked with families with Intergenerational trauma and CPTSD. Key Points:- compassions and empathy as a psychotherapist- why she had to believe in herself when things fell apart- how COVID led to a surge in the mental health crisis- the root of your negative self-talk- why children are not parented the exact same way- outside voices vs belief in yourself- why you are not accomplishing your goals- the impact of your inner dialogue...and so much more! Connect with Karen:Website: http://www.kdtesorierolcsw.netListen to the Podcast, subscribe, leave a rating and a review:Apple: Spotify: YouTube: https://youtu.be/kQNyJpJVE6k

Episode Summary: You're not the CEO. You're still the star player.That move is quietly costing you millions in lost valuation, team velocity, and time.In this episode, Dr. Yishai breaks the myth that hustle scales. It doesn't. It stalls you. You'll see how staying in the game silently caps your revenue, valuation, and optionality. He breaks down the math behind the ceiling you built yourself. And shows how Bezos scaled by stepping back — while Oprah lost $100M by staying too close. You'll walk away with 3 fast, founder-ready moves to break free and step into the real seat of power: ownership.About the PodcastBuilt for high-performers who don't need help.  Just leverage. This is the show that breaks what quietly kills performance at scale.  Especially the mental patterns slowing down even the smartest founders. If you never want to get dragged down by pressure, burnout, or hesitation… welcome home. Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari. Inside the Episode:The math behind how founders lock themselves at $1-5M/yearOne critical mistake that kills compounding revenue and valuationThe $100M difference between Oprah's burnout and Bezos' exit3 moves to free you from the founder trap without burning down what you've built.This episode is for Founders/Execs who...Are still the decision bottleneck, even with a solid teamCan't find time for the moonshot that could change everythingKnow they're playing smaller than their skills, but don't know how to unleash their geniusFeel chained to the business they built but unconsciously reinforce it with their own effort What to do next: → Send this to the founder who's too sharp to stall this long.→ Follow Dr. Yishai for more decision-grade clarity: https://www.linkedin.com/in/dryishai/→ Book a free Pattern-Break Session: quick, no pitch, just surgical-precision insight Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance. All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions. Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with entrepreneur and investor Marty Geier to unpack how he reduced his taxable income from $1.4 million to just $40K using a blend of business building, short-term rentals, and advanced tax strategy. Tune in to learn: - How Marty uses the 500-hour rule to make short-term rental losses non-passive and deductible - Why he starts a new business each year and how it helps offset active income - The exact way he structures his real estate and businesses to maximize Section 179 and bonus depreciation - How he tracks performance across 10+ ventures to know when to scale, pivot, or exit - What most investors underestimate about the real-time commitment of running rentals To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: https://www.taxandlegalsummit.com/registration 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.

You thought success would kill your doubt. It didn't. It scaled it.Every hour you hesitate costs thousands — sometimes millions — in burned payroll, lost deals, and silent trust leaks.If you've ever stared at a big decision and felt frozen, this episode is for you. I've been there. My clients have been there.In it, you'll hear why doubt doesn't disappear when you “make it”… and how to stop it from bleeding your business dry.There are only two kinds of founders:Pretenders — wait for certainty, lose speed, and watch opportunities pass.Weaponizers — use doubt as a signal to act fast, learn faster, and win while others stall.This episode shows you how to join the second group — making fast, high-quality calls without burning time, money, or momentum.About the PodcastBuilt for high-performers who don't need help. Just leverage.This is the show that breaks what quietly kills performance at scale. Especially the mental patterns slowing down even the smartest founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari. Inside the EpisodeWhy insecurity and doubt don't go awayThe hidden “hesitation tax” draining $60K+ while you wait to decideHow elite operators flip doubt into a competitive edgeThe simple loop that makes hard calls obvious in minutes, not monthsThe binary choice that separates fast-lane founders from stalled pretendersThis episode is for Founders and Execs who…Have wins, but still feel doubt or insecurityMake big moves but second-guess while doing itFeel hesitation creeping in before high-stakes decisionsWant their edge back so competitors stop stealing the winWhat to do next:  → Know a founder or exec who needs this? Share the episode → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Mirror Session (link on LinkedIn page) to experience it firsthand (limited spots) Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance.All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions.Always consult qualified professionals before making decisions that impact your business, health, or well-being. © 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

Before you commit to a whole life insurance policy, you need to understand what it really is and what it isn't. This week on the Tax Smart REI Podcast, we sit down with financial planner Alex Savage, CPA and CFP, to break down the infinite banking concept and whether it truly makes sense for real estate investors and high-income earners. You'll learn: - What whole life insurance and infinite banking actually are (beyond the sales pitch) - Why policy loans aren't “free money” and how they really work - What hidden costs, commissions, and risks most people overlook - How this strategy compares to simply investing in real estate or ETFs - Who this approach might actually work for and who should avoid it If you've been pitched on infinite banking or are wondering whether to use life insurance as an investment vehicle, this episode gives you the full picture so you can make an informed decision. 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.

What a pleasure to have the opportunity to sit down and discuss sleep and trauma with one of the country's leading experts in both. Dr. Leah Kaylor is the FBI's go to expert in addressing sleep deficiencies and trauma resolution within their ranks. It's very much a what came first dynamic / "chicken or the egg"  type scenario when we start to talk about health issues and the lack of quality sleep. This conversation was a game changer when it comes to improving the quality of your sleep. The conversation will continue with multiple episodes discussing the numerous ways we can improve the quality of our sleep. Sit back and give this episode a listen and come away with a plan to do better!  https://www.linkedin.com/in/drleahkaylor/Thank you for taking the time to give this podcast a listen. If you would like more information on other Law enforcement Life Coach initiatives, our "Sometimes Heroes Need Help" wellness seminar or our One-On-One life coaching please visit :www.lawenforcementlifecoach.comJohn@lawenforcementlifecoach.comAnd if you would like to watch the interview you can view it in it's entirety on the Law Enforcement Life Coach YouTube Channel : https://studio.youtube.com/channel/UCib6HRqAFO08gAkZQ-B9Ajw/videos/upload?filter=%5B%5D&sort=%7B%22columnType%22%3A%22date%22%2C%22sortOrder%22%3A%22DESCENDING%22%7D

Still feel effort? You're dragging 100lbs uphill while top founders sprint past you barefoot and smiling. Effort feels real. But it's a trap that can cost you $432K+ a year. And your edge. This episode hands you the cheat code top founders use to make hard feel light.About the PodcastBuilt for high-performers who don't need help. Just leverage.This is the show that breaks what quietly kills performance at scale. Especially the mental patterns slowing down even the smartest founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari. Inside the EpisodeThe cost of a “5-minute delay” — in hours, dollars, and momentumThe real reason some tasks feel heavy (and how to make them feel light)How I flip effort and pain into power and joyThe line that top performers live by to make work effortlessThis episode is for founders and execs who...Put things off and feel guilty laterPush hard but feel drained at the end of the dayThink they need more discipline — but still don't follow throughAre tired of “white-knuckling” their way to resultsWhat to do next:→ Know a founder or exec who needs this? Share the episode → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Mirror Session (link on LinkedIn) to experience it firsthand (limited spots)DisclaimerDisclaimer: The information contained in this publication is for general informational purposes only and shall not be relied on or construed as coaching advice or therapy. All examples, stories, and scenarios are illustrative only. They are not guarantees of results or indicative of past or future outcomes. Results vary based on individual effort, personal factors, and external circumstances. No guarantees of success, performance, or outcomes are made. Always consult with qualified professionals before making decisions that affect your life, business, or mental health. © 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

Before you hire just any tax pro, you need to understand what a real estate-focused advisor can actually do for you. This week on the Tax Smart REI Podcast, we sit down with investor and developer Lauren Kraus to hear how working with a specialist helped her uncover over $280K in missed tax savings—and dramatically shift her investing strategy. You'll learn: - Why her CPA dismissed cost segregation (and why that was a $280K mistake) - How real estate professional status (REPS) changed their entire tax position - What Form 3115 did to retroactively unlock depreciation - How tax strategy helped get her husband fully on board with real estate investing If you're self-managing, scaling across markets, or wondering what your current CPA might be missing, this episode will open your eyes to what's possible with the right strategy in place. 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.

A History of the Church through its Buildings (Oxford University Press, 2021) by Allan Doig takes the reader to meet people who lived through momentous religious changes in the very spaces where the story of the Church took shape. Buildings are about people, the people who conceived, designed, financed, and used them. Their stories become embedded in the very fabric itself, and as the fabric is changed through time in response to changing use, relationships, and beliefs, the architecture becomes the standing history of passing waves of humanity. This process takes on special significance in churches, where the arrangement of the space places members of the community in relationship with one another for the performance of the church's rites and ceremonies. Moreover, architectural forms and building materials can be used to establish relationships with other buildings in other places and other times. Coordinated systems of signs, symbols, and images proclaim beliefs and doctrine, and in a wider sense carry extended narratives of the people and their faith. Looking at the history of the church through its buildings allows us to establish a tangible connection to the lives of the people involved in some of the key moments and movements that shaped that history, and perhaps even a degree of intimacy with them. Standing in the same place where the worshippers of the past preached and taught, or in a space they built as a memorial, touching the stone they placed, or marking their final resting-place, holding a keepsake they treasured or seeing a relic they venerated, probably comes as close to a shared experience with these people as it is possible to come. Perhaps for a fleeting moment at such times their faces may come more clearly into focus. Bryan Toepfer, AIA, NCARB, CAPM is the Principal Architect for TOEPFER Architecture, PLLC, an Architecture firm specializing in Residential Architecture and Virtual Reality. He has authored two books, “Contractors CANNOT Build Your House,” and “Six Months Now, ARCHITECT for Life.” He is an Adjunct Professor at Alfred State College and the Director of Education for the AIA Rochester Board of Directors. Always eager to help anyone understand the world of Architecture, he can be reached by sending an email to btoepfer@toepferarchitecture. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

A History of the Church through its Buildings (Oxford University Press, 2021) by Allan Doig takes the reader to meet people who lived through momentous religious changes in the very spaces where the story of the Church took shape. Buildings are about people, the people who conceived, designed, financed, and used them. Their stories become embedded in the very fabric itself, and as the fabric is changed through time in response to changing use, relationships, and beliefs, the architecture becomes the standing history of passing waves of humanity. This process takes on special significance in churches, where the arrangement of the space places members of the community in relationship with one another for the performance of the church's rites and ceremonies. Moreover, architectural forms and building materials can be used to establish relationships with other buildings in other places and other times. Coordinated systems of signs, symbols, and images proclaim beliefs and doctrine, and in a wider sense carry extended narratives of the people and their faith. Looking at the history of the church through its buildings allows us to establish a tangible connection to the lives of the people involved in some of the key moments and movements that shaped that history, and perhaps even a degree of intimacy with them. Standing in the same place where the worshippers of the past preached and taught, or in a space they built as a memorial, touching the stone they placed, or marking their final resting-place, holding a keepsake they treasured or seeing a relic they venerated, probably comes as close to a shared experience with these people as it is possible to come. Perhaps for a fleeting moment at such times their faces may come more clearly into focus. Bryan Toepfer, AIA, NCARB, CAPM is the Principal Architect for TOEPFER Architecture, PLLC, an Architecture firm specializing in Residential Architecture and Virtual Reality. He has authored two books, “Contractors CANNOT Build Your House,” and “Six Months Now, ARCHITECT for Life.” He is an Adjunct Professor at Alfred State College and the Director of Education for the AIA Rochester Board of Directors. Always eager to help anyone understand the world of Architecture, he can be reached by sending an email to btoepfer@toepferarchitecture. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

Episode Summary:Most high performers treat doubt like a red flag.They either believe it and stall… or fight it and bleed energy.But the ones who scale?They use doubt as leverage.Inside, you'll learn how top founders and execs turn hesitation into decision speed. And why fighting your doubt may be the hidden cost draining your time, clarity, and growth.This isn't your typical mindset fluff. It's how the best move faster without dragging dead weight.About the Podcast:Welcome to Think Mastery, where doctor of psychology and executive coach Dr. Yishai Barkhordari helps high-performing founders and leaders unlock what's really slowing them down. Each episode reveals hidden patterns, powerful mindset shifts, and psychological leverage you need to make faster decisions, lead with clarity, and scale without burning out.Inside the episode:• Why most founders either believe doubt or fight it. And why both cost you.• The 3 types of performers and one shift that separates the empire builders• What Charlie Munger did with doubt that most people never even consider• A new way to turn hesitation into smart, confident action. Without force. This episode is for Founders and Execs who… • Make big moves but second-guess while doing it. Or after.• Push through doubt. But pay for it in energy, clarity, or time.• Feel hidden tension they can't name but know is slowing them down• Want to move with speed and certainty. Without the internal fight. What to do next:  → Know a founder or exec who needs this? Share the episode→ Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/→ Book a Mirror Session (link on LinkedIn page) to experience it firsthand (limited spots)  Disclaimer:  This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance.All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions.Always consult qualified professionals before making decisions that impact your business, health, or well-being.  © 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down everything real estate investors and business owners need to know about the now-official “Big Beautiful Bill”, the sweeping tax package that just became law. Key topics covered: - 100% bonus depreciation is back and permanent: who qualifies and when it starts - QBI updates: simplified rules, new thresholds, and small business wins - SALT cap expansion (finally!) and what the five-year phase-in means for planning - Section 179 expensing: higher limits and how it benefits STRs and commercial assets - Qualified Opportunity Zones get renewed: what's changing in 2027 - And more! Plus, we highlight the planning window left in 2025, how to take action before year-end, and why this bill sets the stage for strategic investing and long-term tax savings. 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.

Before you syndicate your first deal, you need to get your legal foundation right. This week on the Tax Smart REI Podcast, we sit down with Tilden Moschetti, real estate attorney and experienced syndicator, to talk through the legal must-haves for your first capital raise. You'll learn: - When a deal becomes a syndication in the eyes of the SEC - The two-entity structure every sponsor should use - What PPMs, subscription agreements, and operating agreements actually do - Why you shouldn't rely on capital raisers (and how to avoid SEC trouble) Whether you're raising $200K or $2M+, this episode is packed with real-world advice to help you syndicate legally and confidently. 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ 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.

In this week's episode of the Tax Smart REI Podcast, Thomas and Ryan answer real estate tax questions submitted by the community. From LLC structuring and grouping elections to retroactive cost segregation and solo 401(k) eligibility, this Q&A session covers some of the most common (and confusing) issues investors face midyear. Key topics covered: - Can I move my STR into an LLC if the deed and mortgage are in my name? - Why short-term rentals can't be included in a Dash-9 grouping election - What counts as "placed in service" when a tenant isn't paying rent - How to take 100% bonus depreciation in 2025 for a 2022 STR purchase 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ 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.