Podcasts about pllc

On this week's episode of TheFallenState TV, host Jesse Lee Peterson is joined by Benjamin Krause—He is a nationally recognized veterans rights advocate, disabled U.S. Air Force veteran, investigative journalist, and founder of DisabledVeterans.org and Krause Law, PLLC. Benjamin shares his experiences fighting the Department of Veterans Affairs, the challenges he’s faced as a voice for accountability in veteran benefits, and why he believes strong, principled leadership is essential to restoring trust in America’s promises to its service members. He and Jesse discuss veterans’ rights, systemic failures in the VA, the importance of personal responsibility, and practical steps for rebuilding support for those who served. It’s a thoughtful, energetic, and engaging exchange filled with conviction, insight, and plenty of lively discussion.

This episode of the features a conversation with Kimberly DeCarrera of Springboard Legal, who uniquely serves as both a fractional general counsel and CFO for small and medium-sized growing companies.Throughout the episode, Kimberly and Patrick explore the convergence of law and finance, emphasizing that legal and financial decisions are deeply intertwined and should not be managed in isolation. Key discussion points include:Proactive Risk Management: Kimberly emphasizes the importance of identifying business-specific risks—ranging from unclaimed property to ransomware—and implementing internal policies and procedures to mitigate them, often serving as a necessary precursor for insurance coverage.The Power of Systems: A central theme is the necessity of standardized, documented workflows for scalability. Kimberly explains that without these systems, firms struggle to deliver consistent client service, leading to CEO burnout and operational instability.Human-Centric Legal Services: Despite the rapid advancement of technology and AI, both speakers argue that the value of a modern lawyer lies in their ability to provide "human therapy"—listening, empathizing, and helping clients navigate the emotional complexities of business decision-making.Navigating the Modern Legal Model: The discussion contrasts traditional, high-friction legal models with flexible, proactive partnerships. Kimberly shares insights on how she uses her unique dual-role expertise—and even her experience working from an RV—to offer highly personalized, mobile, and responsive counsel to her clients.Ultimately, the episode serves as a guide for law firm owners and business leaders on moving away from reactive "firefighting" toward building sustainable, tech-enabled, and human-centered organizations.What happens when a Chief Financial and Legal Officer gets burned out from hyper growth? She goes back to her own law firm, starting a new business model of Fractional General Counsel. But not to leave her finance experience behind, she also offers Fractional CFO services to clients. In particular, law firms. Because they didn't teach us how to run law firms in law schools, Kimberly DeCarrera uses her experience to build better law firms, trying to escape the toxicity of some of her prior employers as well as helping clients with sustainable growth. So they don't burn out or run out of cash. ⁠https://springboardlegal.comhttps://linkedin.com/in/kdecarrerahttps://threads.com/kdecarrerahttps://facebook.com/springboardlegal----------------------------------------------------------------------Season Sponsor: ⁠⁠⁠⁠Andy Gregory Law, PLLC

What if you could build a private practice that actually fights burnout instead of causing it? Today's guests are doing just that, and they're serving adults in the process.I'm thrilled to introduce you to Jane Hohman and Josie Friedman, two speech-language pathologists and co-owners of Comprehensive Communication Partners, PLLC, based in the Chicagoland area.Switching from hospital systems to private practice was the key that unlocked not just better care for their patients, but also better lives for themselves. Jane and Josie now see clients in their homes, in a shared clinic space, and via teletherapy — all while staying energized, engaged, and excited about their work.In this episode, Jane and Josie discuss how they transitioned from burnout to balance, built a partnership that actually works, and created an adult-focused practice that serves clients with neurologic conditions long after the hospital would have discharged them.Josie Friedman earned her Bachelor's degree from Indiana University and her Master's degree from Rush University. She has experience across outpatient, inpatient, and day rehabilitation settings, with special clinical interests in swallowing disorders, aphasia, and cognitive-communication impairments. Josie especially enjoys leading group therapy sessions and support groups for individuals with aphasia, cognitive-communication disorders, and social-communication challenges. Outside of work, she loves exploring Chicago's restaurant scene, traveling, and spending time with family and friends.Jane Hohman earned her Bachelor's degree from the University of Wisconsin-Madison and her Master's degree from Northwestern University. Her experience spans skilled nursing, outpatient, inpatient, and day rehabilitation. Jane has a strong clinical interest in evidence-based interventions for aphasia and cognitive-communication disorders, with particular enthusiasm for supporting higher-level executive functioning skills to help clients return to work or school successfully. In her free time, she enjoys experimenting with new recipes and spending time with family and friends.Together, they are passionate about working with the adult neurogenic population and providing functional, personalized therapy that meets clients where they actually live — whether that means working on cognition in someone's kitchen, running a Parkinson's group in their subleased clinic space, or leading an aphasia support group.In Today's Episode, We Discuss:How to know when it's time to leave a “dream job” that's burning you outThe power of a partnership—and how to divide and conquer based on your strengthsWhy saying “yes” to everything in the beginning (networking, patients, opportunities) pays off big laterJane and Josie are truly living proof that private practice doesn't have to mean pediatrics, and it doesn't have to mean going it alone. Their story does not have to be the exception. If two full-time clinicians can start a business over dinner, work nights and weekends while staying employed, and slowly build a practice that gives them freedom and fulfillment, so can you.Want to build a private practice that lets you serve adults on your own terms just like Jane and Josie did? Learn more about our Start Your Private Practice Program. To learn more, please visit www.StartYourPrivatePractice.com.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 a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned:Follow Jane and Josie onInstagram: instagram.com/compcommpartners/Facebook: facebook.com/compcommpartnersLinkedIn: linkedin.com/company/comprehensive-communication-partners-pllc/Check out their website: compcommpartners.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/

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/In this episode of With Flying Colors, host Mark Treichel welcomes back David Reed of Reed & Jolly, PLLC — a longtime credit union attorney, former general counsel, and self-described “recovering supervisory committee member” who served a decade on a supervisory committee, including six or seven years as chair. David reached out after listening to Mark's earlier coverage of the Jackson Area Federal Credit Union case, just as he was kicking off a two-day national supervisory committee school, and the timing made for a rich conversation.The heart of the discussion is fraud prevention through the lens of the supervisory committee. Using the Jackson Area allegations as a teaching tool — and stressing repeatedly that everything is alleged, drawn from NCUA's amended lawsuit — David walks through why trust is not an internal control, why insider accounts are the single greatest fraud risk at smaller credit unions, and why occasional reviews of senior executives' own accounts (even just by volume) should be routine and done independently. He and Mark unpack the “clipboard audit” problem, the limits of pop teller audits, and the difference between a full CPA opinion audit, agreed-upon procedures, and a supervisory committee doing the work itself.David makes a direct case that the $500 million CPA opinion-audit threshold is outdated — arguing it should drop to $250 million — because technology has erased the product-and-service gap between small and large credit unions while leaving the same fraud exposure. He notes that many of his sub-$500 million clients already choose to get CPA audits because they add accountability and assurance, and that scope can be added to any audit like a cafeteria plan, including a targeted review of senior-executive and insider accounts.The conversation then broadens. On the NCUA board, David explores the implications of changes to Humphrey's Executor — the prospect of removable board members, a possible “clean sweep” every administration, the chilling effect on recruiting qualified people to serve partial terms, and the resulting shift of power toward the permanent bureaucracy. On succession planning, he champions a “junior varsity governance” model with associate board and committee members, and reframes every incumbent nomination as a re-selection that deserves real evaluation. On collections, he urges credit unions to turn the same predictive analytics they use to find lending opportunities inward — reaching members before they fall two or three payments behind and stop answering the phone.Throughout, David returns to one theme: most credit unions already have the tools, processes, and even the results they need — the question is whether anyone is actually activating and reviewing them. Reach David Reed at david@reedandjolly.com.

“Culture must be supported by structure…”Cheryl-Lyn Bentley-HarmonPrincipal of Bentley Harmon PLLC, Former High School Teacherhttps://www.harmoncompliancesolutions.com/https://www.linkedin.com/in/cheryl-lyn-bentley-harmon/Black educators matter—but supporting and retaining them requires more than recruitment.How has your life changed since 2020? In this special follow-up episode, educator-turned-attorney Cheryl-Lyn Bentley-Harmon returns to the Black Educators Matter Project 500 Podcast to explore the evolving legal landscape surrounding diversity, equity, and inclusion in education. Drawing from her experiences as a teacher, civil rights investigator, and founder of Bentley Harmon PLLC, Cheryl-Lyn unpacks the challenges schools face as DEI efforts come under increased scrutiny and explains what educational institutions can legally do to recruit, support, and retain diverse educators.Equity is not a slogan—it's a system.Cheryl-Lyn shares why Black educators remain critical to student success and school culture, while highlighting the often-overlooked barriers that drive many out of the profession. From workplace climate and mentorship to leadership accountability and policy design, she offers practical strategies for building equitable environments where educators can thrive. This timely conversation is a call to action for school leaders committed to moving beyond performative statements toward lasting, meaningful change.

In this episode, host Patrick Patino chats with Zach Anderson, attorney, go-go dancer, spin instructor, and Nebraska's premier queer advocate. Zach shares his unconventional journey from growing up in a devout, dogmatic environment to building a law practice that shatters the traditional, stuffy legal archetype.We dive into what it means to be a "new fangled" lawyer in a profession that is often resistant to change, covering:Authenticity as Strategy: Why bringing your full, tattooed, colorful self to the office isn't just a personal choice—it's a powerful client-care model that fosters radical trust.Trauma-Informed Practice: Moving beyond "technical" lawyering to support the human experience during life's most difficult transitions, like divorce.Challenging the System: How a new generation of attorneys is pushing back against the old-school "hazing" culture and the traditional archetype of lawyering.The "Drag" of Law: Why we all choose our own "drag" in our professional lives, and how choosing your own identity can fundamentally change how you relate to your work and your clients.Join us for a candid conversation about shedding shame, prioritizing mental health, and why the future of law is relational, not transactional.About ZachZachary W. Anderson is Nebraska's Premier Queer Attorney, based in Lincoln who helps clients through some of life's most personal and difficult legal issues, including family law matters, guardianships and conservatorships, mediation, and estate planning. He is known for a practical, compassionate approach that combines clear guidance with strong advocacy. Through his work, Zach focuses on helping people make thoughtful decisions and move forward with confidence during challenging times.zandersonlaw.comIG: @zandersonlaw or @motionsustained----------------------------------------------------------------------Season Sponsor: ⁠⁠⁠Andy Gregory Law, PLLC

After an accident, the first call from an insurance adjuster may seem helpful, but it can shape the outcome of a claim before an injured person understands their options. In this episode of Sharkpreneur, Seth Greene interviews Kevin Kaufman, Founding Partner and Attorney at Kaufman & McPherson Personal Injury Lawyers, who discusses how his transition from corporate law to a client-centered personal injury practice shaped his approach to advocacy, communication, and client reassurance. Kevin also explains how early legal guidance, trial preparation, and realistic expectations can affect the value and resolution of an injury claim. Key Takeaways:→ Injured people should be cautious about early insurance offers. → Insurance companies seek to resolve claims at the lowest possible cost.→ Trial preparation can strengthen settlement leverage. → Clients need clear explanations free of legal jargon.→ Community understanding can strengthen client advocacy. Kevin S. Kaufman graduated from Bridgeport High School in 1977, where he received a National Merit Scholarship, a full scholarship from Consolidated Natural Gas Company, and a West Virginia Achievement Scholarship. Mr. Kaufman completed his education at West Virginia University, where he earned a Bachelor of Science in Business Administration, an MBA, and a law degree. Upon graduating from law school, Mr. Kaufman accepted a position with Columbia Gas Transmission Corporation. Shortly thereafter, he was selected to work in the law department of the newly formed production branch, Columbia Natural Resources. In 1987, Mr. Kaufman left the Columbia system to form the Charleston law firm Pierson & Kaufman. He remained a partner in that firm and in its successor, Pierson, Kaufman & Stowers, until 1992. In 1992, Mr. Kaufman returned home to North Central West Virginia and established The Law Offices of Kevin S. Kaufman, which ultimately became Kaufman & McPherson, PLLC. Connect With Kevin:Website: https://wvattorneys.com/X: https://x.com/KaufmanMcPhers1Facebook: https://www.facebook.com/KaufmanMcPhersonPLLCLinkedIn: https://www.linkedin.com/company/kaufman-mcpherson-pllc/YouTube: https://www.youtube.com/@kaufmanmcphersonpllc

Welcome back friends and neighbors! This week Ashley, my DC lawyer friend, joined the podcast! We discuss affirmations and how we use them in our own lives. While we tend to think of affirmations as woo woo girl practice, Simone shares the actual scientific benefits of affirmations. Ashley came on the podcast to talk about estate planning, but unfortunately mercury retrograde had other plans. We will try to reschedule this very important conversation.

Send us Fan MailContracts can make or break your private practice. Host Brandon Seigel and business attorney Vanessa Ferguson reveal the most common legal landmines owners step on—often without realizing it—plus the smarter, more cost-effective way to protect yourself before you sign. Learn which clauses survive termination, why the party drafting the agreement has the most leverage, and how high-pressure “sign today” tactics prey on small business owners. You'll also hear a clear breakdown of governing law vs. jurisdiction and why AI/templates can quietly sabotage your enforcement options. And yes—most cases settle before trial, so strategy and negotiation matter.What You'll Learn:Why contracts are binding and which clauses can survive terminationThe true cost of proactive review vs. reactive litigationDrafting vs. reviewing: who has leverage and how to future-proofHow to spot and resist high-pressure “sign today” tacticsThe difference between governing law and jurisdiction—and why it mattersHow state law differences (e.g., interest caps) can change your dealRisks of AI/templates and mismatched clausesWhy most disputes settle and how demand letters fit into strategyProtect your practice by reading before you sign, getting neutral eyes on every major agreement, and choosing your legal hills wisely. #PrivatePracticeSurvivalGuide #Contracts #SmallBusinessLaw #LegalTips #PracticeManagementVanessa Ferguson is a business and intellectual property attorney and founder of Fidara Legal, PLLC. She helps private practice owners and entrepreneurs protect their brands, content, and contracts before legal issues disrupt growth. Vanessa brings a practical, preventative approach to law rooted in IP, privacy, and long-term business strategy.http://FidaraLegal.com Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Mrs. Nita L. Chase stopped by the JESUSgirlENT podcast for the ‘I Overcame' interview series, to share how she overcame!She is not new to the JESUSgirlENT platform and you for sure to leave with something of extreme value from her experience. We also get a sneak-peek from her new poetic album release, that will be streaming on all platforms on July 9!You do not want to miss this.Nita L. Chase is an artistic force wonderfully and fearfully created in the image of God. She is a lover and servant of God first.  As a bonus she is wife to Alvin Chase, Sr., mother to Preston, Alvin Chase, Jr. (AJ) and Desmond. Born in the deepest parts of the South, Nita grew up in Clarksdale, Mississippi. As a child Nita's writing took form, but the message met the carrier far too soon. Later she realized her gift to express her relationship with God, man, life and love.She is an award-winning Poet and has performed at Nuyorican Café, New York City, New York, hosted numerous poetry events, and is a published author. Her latest poetry book “Passion Speaks” can be found on Amazon, Barnes & Noble's, Books A Million and Good Reads.She is the Founder of Let's PO-ET (Pour Out Empowerment Together) and hosts Let's PO-ET Facebook live and on Clubhouse. As a Poet Nita delivers messages of hope, love, and laughter. Nita has played an instrumental role in the spoken word culture.She has produced, directed, and acted in church dramas and stage plays. She played The Lady in Blue in “For Colored Girls”, and Madea in “The Colored Museum”. Recently Nita was featured in KKonnections Testimony Magazine and was the cover of JESUSgirl ENT Magazine. Nita can be found in courtrooms serving as Family Master Judge. She is co-owner of Chase Chase & Associates, PLLC. She is a United States Air-force veteran.

9 Simple Solutions to Achieve Health Equity: A Guide for Healthcare Professionals and Patients by Mauvareen Beverley https://www.amazon.com/dp/B0D73NNN2V Drbeverley.com Nine Simple Solutions to Achieve Health Equity: A Guide for Healthcare Professionals and Patients by Dr. Beverley presents actionable strategies to transform health disparity into health equity. Drawing from her extensive interactions with over 1,000 diverse patients, Dr. Beverley introduces innovative approaches, like “The Bridge Team,” to enhance outcomes for vulnerable populations. Dr. Beverley offers a clear roadmap supported by real-life stories, addressing the critical gap between patient perception and reality. She emphasizes simple, empathetic solutions to prevent complex health issues, stressing the importance of recognizing patients as multifaceted individuals with roles beyond their medical conditions. This essential guide advocates for cultural competence across all patient demographics, highlighting the often-overlooked needs of the English-speaking Black population who are not included in the need for cultural competence. Dr. Beverley also provides historical insights into the health crises faced by Black communities, underscoring the need for equitable, compassionate care inclusive of individuals with Sickle Cell Disease. Echoing Hippocrates, Dr. Beverley reminds us: “It is more important to know the person who has the disease than the disease who has the person.” This book is a vital resource for healthcare professionals and patients committed to achieving health equity and improving health outcomes. About the author Mauvareen Beverley, M.D. is the President of Mauvareen Beverley, M.D., PLLC, Patient Engagement and Cultural Competence Specialist. She is an executive-level physician and a fellow of the New York Academy of Medicine (NYAM) with over twenty years of experience advocating for improving patient engagement and cultural competence for all populations, especially African American communities. As Assistant Vice President, Physician Advisor for NYC Health + Hospitals, she sponsored the first Conference on Improving the Health of the Elderly Black Population. Under her leadership as Deputy Executive Director of Kings County Hospital, she led her team to implement innovative strategies for improved equitable health outcomes and decreased Congestive Heart Failure readmission from 30 percent to 18.7 percent in less than two years. Dr. Beverley is a national thought leader and expert in patient engagement and health equity. She has lectured extensively on health disparities, patient engagement and valuing the human experience.

Breaking The Silence with Dr Gregory Williams Outcry, Healing, and the Courage to Face What Fear Has Hidden 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 is back by popular demand. JoDee Neil is an acclaimed trail attorney and author of the new 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 her book: "Outcry Witness: A Former Prosecutor's Guide to Healing and Justice After Sexual Violence" on Amazon: https://www.amazon.com/dp/1965766196/ Opening From Houston With Gratitude and Hope In this episode of Breaking the Silence, host Dr. Gregory Williams welcomes listeners from his home in Houston, Texas, and reflects on the city, the Texas Medical Center, the approaching Fourth of July weekend, and gratitude for military service members and veterans. He then introduces the evening's guest, JoDee Neil, attorney, author, advocate, and returning guest. The episode centers on trauma, anxiety, disclosure, recovery, workplace harm, and JoDee's book Outcry, Witness. A Practical Game Plan for Anxiety and Triggers Before bringing JoDee into the conversation, Dr. Williams shares a practical ten-step approach for dealing with anxiety when a traumatic trigger appears. He encourages listeners to recognize and name the trigger, breathe slowly, ground themselves through the five senses, challenge fearful thoughts, relax the body, replace fear with truth, take one small action, reduce outside stimulation, practice gratitude, and, for those who believe, turn to God in prayer. He explains that these steps can help move the brain out of panic and into a more rational, grounded state. JoDee Neil on Becoming Unfrozen JoDee responds by describing anxiety and trauma response as a kind of frozen state, where a person may feel unable to move, think clearly, or act. She affirms Dr. Williams' grounding tools and adds that writing can also help people come out of that frozen condition. She speaks candidly about her own past reliance on pills and other numbing methods, explaining that many people try to avoid discomfort rather than face the pain underneath. For JoDee, healing required learning to feel, endure, and move through the truth rather than continually medicating it away. Disclosure, Truth, and the Possibility of Joy The conversation turns to disclosure, which JoDee defines as first admitting the truth to oneself and then saying it aloud to someone else. She explains that healing begins when a person recognizes that present pain may be connected to something that happened long ago, and that a joyful life requires facing that reality. Dr. Williams asks whether she once believed she was worthy of happiness, and JoDee says happiness felt distant and almost imaginary until she began accepting the truth and healing from it. From Courthouse Healing to a Wider Calling JoDee reflects on her career as a trial attorney, particularly her work with sexual abuse cases and crimes against children. She describes how helping others in court once made her feel whole and purposeful, but after writing Outcry, Witness, she no longer feels the same need to keep healing inside courthouses. Instead, she now sees a broader calling to bring her experience, communication skills, and trauma-informed understanding into businesses, schools, boards, leadership groups, and public speaking settings where she can reach more people at once. Workplace Trauma, Retaliation, and Better Leadership A major part of the interview focuses on how JoDee's legal and survivor experience can help organizations. She discusses workplace sexual harassment, retaliation, human resources failures, and the need for better reporting protocols. JoDee says retaliation often causes additional harm and liability, and she argues that organizations should create clearer, safer processes before matters escalate into legal battles. She also discusses de-escalation, communication, chain of command, listening, smiling, reducing tension, and creating healthier workplace cultures that protect both people and organizations. Facing Fear and Choosing Life As the interview closes, JoDee describes her dream of speaking widely, including a future TED Talk, and says she wants people to hear her and decide that life is worth truly living. She encourages listeners who are trapped in despair, addiction, or avoidance to take the first step toward healing, saying that the fear of facing pain is often worse than the act of beginning. Dr. Williams and JoDee also discuss a possible future Houston event connected to their books and nonprofit fundraising. The episode ends with Dr. Williams reminding listeners that both he and JoDee have survived deep pain, that help begins with a first step, and that as long as there is breath, there is hope.

Ever feel like you're living on autopilot, just going through the motions?In this episode, former lawyer and legal innovator Ben Chiriboga shares how he moved from survival mode to true alignment by embracing silence, intuition, and community. We explore why our best breakthroughs happen in the quiet moments we usually try to fill, and how letting go of rigid planning can radically change your perspective.About BenBen Chiriboga is a lawyer, founder, and legal technology executive. Check out his podcast, This Legal Life and his Substack, Reframe.Lawyer, to learn how legal professionals are reframing their careers in a rapidly changing legal industry.linkedin.com/in/benchiribogahttps://reframe.lawyer/This Legal Life Podcast----------------------------------------------------------------------Season Sponsor: ⁠⁠Andy Gregory Law, PLLC

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 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. Show Notes Shinnecock Kelp Farmers Mongabay video interview with Tela Troge and the Shinnecock Kelp Farmers Watch the Speaker Series on YouTube Watch the Speaker Series on the Coalition to Dismantle website

Unlock the secret to redefining what it means to be a lawyer—and why leading with authenticity can revolutionize your life and career. Heather Reese, a multi-passionate activist, model, and lawyer, shares how embracing her diverse personalities shattered the traditional legal mold, opening doors to unexpected opportunities and impactful activism. If you're feeling boxed in by societal expectations or craving a more fulfilling, boundary-pushing path, you'll want to hear how Heather's bold choices transformed her world—and can do the same for yours.This episode dives into the power of authenticity in a world that often values conformity. Heather reveals how she actively cultivates her personal brand around her true self—supporting small businesses, modeling, and activism—challenging the stereotypical lawyer persona. You'll discover her approach to leading with activism over law, how intentional spending is a form of impact, and why the traditional “lawyer lifestyle” is ripe for reinvention.We break down practical insights, including how to build a personal brand rooted in your passions, ask for opportunities boldly, and create boundaries that foster happiness without sacrificing success. Heather shares her journey navigating the challenges of being a Latina lawyer in a predominantly white profession, why diversity and representation matter, and how to find joy and purpose outside the pressure of perfection.The stakes? Without authentic self-expression, many talented professionals burn out or remain trapped in outdated narratives. But by stepping into your truth, you unlock creative avenues—modeling, activism, side ventures—that not only enrich your life but can also reshape your community and industry. This episode is perfect for lawyers, entrepreneurs, or anyone feeling the pull to break free from societal scripts and lead with purpose.Tune in to discover how leading with your genuine self isn't just liberating—it's a game-changer. Heather proves that breaking the mold isn't just possible, it's essential for a life of impact, authenticity, and joy. Get inspired to live unapologetically, embrace all your facets, and build a legacy rooted in realness.About HeatherHeather Reese is a Philadelphia-based personal injury lawyer, runway model, speaker, and content creator who believes no one should be boxed into just one identity. In the courtroom, she advocates for injured clients with compassion and strength. Beyond law, she uses her platform to encourage others to embrace being multidimensional, share their stories, and pursue every passion they have. A strong voice for boundaries, wellness, and authentic living, Heather inspires others to succeed professionally while honoring themselves personally.IG: @heather_rxoxo----------------------------------------------------------------------Season Sponsor: ⁠Andy Gregory Law, PLLC

Stop trying to do it all. This Father's Day episode is your wake-up call—how to be the kind of dad, spouse, and leader who shows up when it matters. My special guest is Jay Bilas. You know Jay as one of ESPN's most trusted basketball voices. He joined ESPN in 1995 and has spent decades on the biggest stages in the sport, from College GameDay to the top men's college matchups every week, plus NBA Draft coverage and major studio shows. He is also the New York Times bestselling author of Toughness: Developing True Strength On and Off the Court. Jay was a four-year starter at Duke under Mike Krzyzewski from 1982 to 1986. His 1986 Duke team set the NCAA record for the most wins in a single season with 37. While Jay was an assistant coach under Krzyzewski, the Blue Devils won back-to-back National Championships in 1991 and 1992. Jay has also distinguished himself on Twitter, having been named to Sports Illustrated's “Twitter 100” for being among the 100 most essential Twitter follows in sports, and one of the 25 Most Powerful People in Sports Media by The Big Lead. Since 1992, Jay has been a licensed attorney with the law firm of Moore & Van Allen, PLLC, where he has specialized in commercial litigation. He serves on the National Board of the Coaches vs. Cancer Organization, the Board of Advisors of the Duke Brain Tumor Center, and the Board of Directors of The V Foundation for Cancer Research. This conversation isn't about basketball. It's about presence, priorities, and the quiet power of doing the right things when nobody's watching. In this episode, Jay gets real about: Why preparation is a form of toughness—and how it creates calm and confidence The trap of believing you can “have it all” (and what to do instead) The Father's Day truth that hits hard: what your family actually needs from you What kids remember most—and the simple standard that changes everything Jay's one-line job description for fathers: “Be there 100% when you're there.” This is your Father's Day wake-up call. Listen—and then make one change your family will feel this week. Follow Jay: @jbillis on X and Instagram.

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 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.

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.

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.

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.

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.

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.