Podcasts about senior tax manager

In this episode of Swiss Money Secrets, Neal Weiss and Jonathan Tiegerman from Tiegerman Tax analyze what US persons can expect in terms of tax and economic policy as Donald Trump prepares to re-enter the White House in 2025. They explore potential shifts in estate and gift taxes, corporate tax rates, and the Tax Cuts and Jobs Act (TCJA), considering the likelihood of extensions or changes to existing provisions. With a focus on estate planning and wealth preservation, the discussion covers strategies such as gift tax planning, charitable giving, and the impact of these changes on both domestic and offshore investments. The episode also looks at market reactions to the election, such as the strengthening of the US dollar, possible interest rate reductions, and the implications of Trump's "America First" policies for the broader economic landscape. For anyone aiming to safeguard their wealth, this episode provides a comprehensive overview of what may lie ahead and offers strategies to adapt to an evolving tax environment. Discover why Switzerland is a safe haven for hardworking Americans seeking to protect their assets from risks like currency devaluation, frivolous lawsuits, market volatility, and lack of privacy protection. Tune in for insights on safeguarding your wealth with Swiss offshore banking and wealth management. 00:00 Intro    00:25 The Swiss react to the US election results 04:30 The legal process for changing tax laws     09:16 What laws are they looking to change    12:40 Are Trump's tax changes tax-neutral?    14:34 Systematic change likelihood 16:28 Will the estate inheritance tax exemption change? 18:20 Learning about "Project 2025:estate inheritance tax exemption" 21:00 Tax planning for the future 24:40 Final thoughts   Appearances (from left to right):    Jess Roberson, Jr. Relationship Manager   Neal Weiss, Senior Tax Manager at Tiegerman Tax & Advisory GmbH Jonathan Tiegerman, Head of Tax Practice at Tiegerman Tax & Advisory GmbH Jamie Vrijhof-Droese, Managing Partner Tiegerman Tax & advisory: https://www.tiegermantax.com/ Contact: info@tiegermantax.com Connect with Jonathan: https://www.linkedin.com/in/jonathan-tiegerman-379b017/ Connect with Neal: https://www.linkedin.com/in/neal-weiss-ea-99a531b3/ Contact WHVP:     Website: https://whvp.ch/    Email: info@whvp.ch     Telephone: +41 44 315 77 77     Schedule a Meeting: https://whvp.ch/get-started About WHVP: WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the US and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against US Dollar depreciation while leveraging overseas investment opportunities. Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

On August's episode of Voices of CFMA, CJ Hill, CCIFP, Senior Tax Manager at Forvis Mazars, stops by to celebrate CCIFP Month and share the incredible benefits of earning the CCIFP designation and how it has helped elevate his career in construction finance. We'll dive into his journey with CFMA, explore how he got started in the industry, and even get a glimpse into his hobbies outside of work.  Links to Check Out: Commit to Getting Your CCIFP with Free Resources Now! 2024 CCIFP Month CFMA's 2024 Rising Stars CFMA   Music Credit Fearless First by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3742-fearless-first License: http://creativecommons.org/licenses/by/4.0/

If you buy a car that is over $100k, you will be hit with a luxury tax, even if you are just purchasing the car for an everyday family car. Guest: Mohammad Shahid, Senior Tax Manager at DMCL Chartered Professional Accountants Learn more about your ad choices. Visit megaphone.fm/adchoices

Seg 1: How a decoded letter solved a 300-year-old pirate mystery Henry Avery, known as the “Pirate King,” was infamous for committing the most lucrative act of piracy in history before vanishing mysteriously. Recent research suggests that Avery did not disappear with his stolen wealth but instead became involved in state-sponsored espionage.  Guest: Dr. Sean Kingsley, Marine Archaeologist and Co-Author of “The Pirate King: The Strange Adventures of Henry Avery and the Birth of the Golden Age of Piracy” Seg 2: Should Mass Transit be added to the North Shore? Traffic on the North Shore is not getting any better and a new technical study explores the ways that mass transit could benefit the communities on the North Shore. Guest: Scott Shantz, Contributor for Mornings with Simi Seg 3: View From Victoria: The victims of no fault insurance David Eby doesn't have much sympathy for the victims of no fault insurance when asked about the plight of those with life-altering injuries but does say a review of enhanced care is scheduled for 2026. We get a local look at the top political stories with the help of Vancouver Sun columnist Vaughn Palmer Seg 4: Would naming parks after private entities actually generate revenue? Vancouver city staff are exploring ways to attract corporate donors by offering naming rights for city and park board assets. Guest: Bettina Cornwell, Head of the Department of Marketing at the University of Oregon's Lundquist College of Business Seg 5: Why are regular people paying luxury tax? If you buy a car that is over $100k, you will be hit with a luxury tax, even if you are just purchasing the car for an everyday family car. Guest: Mohammad Shahid, Senior Tax Manager at DMCL Chartered Professional Accountants Seg 6: Should BC require therapists and counsellors to have formal training? The BC government is proposing new regulations to establish minimum standards for therapists' and counsellors' education, training, and public accountability. Guest: Nicole Le Bihan, Chair of the Federation of Associations for Counselling Therapists in BC Seg 7: Is it time for more transparency with Metro Vancouver's major projects? Delta Mayor George Harvie, who serves as chair of the Metro Vancouver board of directors, has come under scrutiny for his travel expenses, amounting to tens of thousands of dollars this year. Guest: Mike Klassen, ABC Vancouver City Councillor Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest episode of the SALT Shaker Podcast, Eversheds Sutherland Counsel Jeremy Gove welcomes Tyler Henderson, Senior Tax Manager at Amazon, for a discussion about Tyler's experiences as a SALT practitioner. Tyler sheds light on his journey to his current position, including why he chose to enter the tax field, what he enjoys about his role and what drives him to serve in the educational sector, as well.  Jeremy and Tyler wrap up their conversation with an overrated/underrated question: How do you feel about re-watching TV shows? Questions or comments? Email SALTonline@eversheds-sutherland.com. You can also subscribe to receive our regular updates hosted on the SALT Shaker blog.

Today on From The Source, Frankie and Sarah discuss the complexities of transfer pricing with Senior Tax Manager, Dean Morris, MBA, delving into the crucial role of transfer pricing in multinational businesses. They explore the importance of understanding transfer pricing methodologies and their implications for tax planning strategies. Frankie, Sarah, and Dean discuss:  An overview … Read More Read More

Gośćmi 880 odcinka podcastu BSS bez tajemnic są Agnieszka Piętak (Doradca podatkowy, Senior Tax Manager), Marta Klepacz (Partner w Zespole Cen transferowych) i Marek Przybylski (Doradca podatkowy, Menedżer w Zespole VAT) z MDDP i MDDP Outsourcing.Wspólnie omawiamy zagadnienia związane z korektami cen transferowych. Pod analizę bierzemy procedury identyfikacji błędów, praktyki korekt oraz perspektywę międzynarodową. Omawiamy również kwestie związane z korektą VAT i różnice między notą korygującą a fakturą korygującą. Kluczowe zagadnienia z podcastu przygotowane przez sztuczną inteligencję PodcastAI:· Korekty cen transferowych są specyficznym rodzajem korekty dotyczącym transakcji pomiędzy podmiotami powiązanymi, które wymagają szczególnej uwagi zarówno pod kątem ustawy o rachunkowości, jak i przepisów podatkowych.· W przypadku korekt cen transferowych istotne jest rozróżnienie, czy korekta odnosi się do cen stosowanych do dostaw towarów i świadczenia usług, gdyż ma to wpływ na rozliczenia w VAT oraz CIT.· Ujmowanie korekt w księgach rachunkowych i podatkowych może się różnić w zależności od przyczyny wystawienia korekty, a dla potrzeb VAT-u konieczne jest spełnienie dodatkowych warunków, takich jak wcześniejsze uzgodnienie warunków korekty. Przydatne linki:Agnieszka Piętak na Linkedin – https://www.linkedin.com/in/agnieszka-pi%C4%99tak-971769215/Marta Klepacz na Linkedin – https://www.linkedin.com/in/marta-klepacz/Marek Przybylski na LInkedin – https://www.linkedin.com/in/marekprzybylski/MDDP Outsourcing – https://www.mddp-outsourcing.pl/MDDP – https://www.mddp.pl/Porozmawiaj o tym podcaście ze sztuczną inteligencją - https://bbs-bez-tajemnic.onpodcastai.com/episodes/joxWIPsQ0JD/chat ****************************Nazywam się Wiktor Doktór i na co dzień prowadzę Klub Pro Progressio https://klub.proprogressio.pl/pl – to społeczność wielu firm prywatnych i organizacji sektora publicznego, którym zależy na rozwoju relacji biznesowych w modelu B2B. W podcaście BSS bez tajemnic poza odcinkami solowymi, zamieszczam rozmowy z ekspertami i specjalistami z różnych dziedzin przedsiębiorczości.Jeśli chcesz się o mnie więcej dowiedzieć, to zapraszam do odwiedzin moich kanałów na:YouTube - https://www.youtube.com/@wiktordoktorFacebook - https://www.facebook.com/wiktor.doktorLinkedIn - https://www.linkedin.com/in/wiktordoktor/Możesz też do mnie napisać. Mój adres email to - wiktor.doktor(@)proprogressio.pl ****************************Patronami Podcastu “BSS bez tajemnic” są:Marzena Sawicka https://www.linkedin.com/in/marzena-sawicka-a9644a23/Przemysław Sławiński https://www.linkedin.com/in/przemys%C5%82aw-s%C5%82awi%C5%84ski-155a4426/Damian Ruciński https://www.linkedin.com/in/damian-ruci%C5%84ski/Szymon Kryczka https://www.linkedin.com/in/szymonkryczka/Grzegorz Ludwin https://www.linkedin.com/in/gludwin/Adam Furmańczuk https://www.linkedin.com/in/adam-agilino/Wspaniali ludzie, dzięki którym pojawiają się kolejne odcinki tego podcastu. Ty też możesz wesprzeć rozwój podcastu na:Patronite - https://patronite.pl/wiktordoktorPatreon - https://www.patreon.com/wiktordoktorBuy me a coffee - https://www.buymeacoffee.com/wiktordoktorZrzutka.pl - https://zrzutka.pl/j8kvar

Terry Bentley-Darby BA (Hons) is a Senior Tax Manager at Randall & Payne, members of the Association of Independent Specialist Medical Accountants (AISMA). He works for a portfolio of clients particularly in the medical sector. Terry answered questions around VAT, slef-employed vs limited company, NHS pensions and much more.

Inspiring Entrepreneurs Montreal has new wisdom to share from Keana Gomes, founder of Cocktail Bomb Shop. She left journalism school, started experiments in her kitchen during the pandemic, went viral and even got an offer from four dragon investors.    We are also joined by Julie Côté, Senior Tax Manager at BDO Canada, to discuss the Underused Housing Tax, who could be affected by it, and what the exemptions are.

In this episode, Kate Perry who is a chartered accountant and partner at RPB and Alan Cooke a Senior Tax Manager at RBP, will be discussing the types of tax relief in respect of cars, available for those who are self-employed or own a limited company.If you have any questions relating to any of the topics discussed today, please do not hesitate to contact Alan Cooke on 020 8370 7741, or email alan@rbp.co.uk.RBP are one of the leading medical specialist firms of chartered accountants in the UK. They have over 30 years' experience in the medical field and they will be sharing their broad and experienced knowledge through their fortnightly Accountancy on Prescription podcasts.Listeners who will be interested in subscribing to these informative and relevant shows are doctors in general practice, locum doctors, hospital consultants, practice managers and PCNs.RBP can be contacted via their website, www.rbp.co.uk, by email info@rbp.co.uk, or call 020 8370 7777. We are always here to help.The content of RBP's podcasts has been obtained from, or is based on, sources that we believe to be accurate and reliable. Although reasonable care has been taken in gathering the necessary information, we cannot guarantee the accuracy or completeness of any information we broadcast in our shows. We accept no liability for any errors or omissions in information provided by the RBP team or their guest speakers. You should always carry out your own independent verification of facts and data prior to making any investment, legal or tax decisions.

Host Jonty Bloom, is joined by Emily Villatte, CFO of Acast, Veronika Lipinksa, Senior Tax Manager, BDO, David Ogden, Director, BDO and Jamie Carter, Partner, BDO to discuss the implications of International share schemes and equity incentives. Speakers: Emily Villatte, CFO of Acast, Veronika Lipinksa, Senior Tax Manager, BDO, David Ogden, Director, BDO and Jamie Carter, Partner, BDO.

The Advantage of Penang for Digital NomadsAbout this eventOur Speaker;Tony Yeoh- CEO at Digital Penang. George Town, Penang, MalaysiaRavindran Narayanasamy- Licenced Tax Practitioner, Senior Tax Manager, RAKI CS TAN & RAMANAN. Kuala Lumpur, MalaysiaDerren Joseph- International Tax for Private Clients, Global Mobility, & Cross-Border Investors (US, Europe, & SE Asia)NOTES:1. Link for this event: https://www.facebook.com/htj.tax/live/2. Submit questions in advance - Hanna@AdvancedAmericanTax.com3. Those WITHOUT Facebook?Zoom links will be provided 24 hours in advance via an Eventbrite message, so ensure that you sign up via Eventbrite to get the message.If you don't get the Zoom link 24 hours before the event via eventbrite?Email: Hanna@AdvancedAmericanTax.com4. It is also helpful if you use the Eventbrite calendar function to ensure that the event is automatically saved to the calendar on your device in your local time. Many times people miss the event because they misunderstood the time zones. Allow eventbrite to make it easy for you. Leverage technology. Please don't contact us to confirm the time."5. For those joining us on Zoom?"Pictures or videos will be taken during the event to be posted on social media. If you do not wish to have your image used, Keep your camera off."

Sam Nguyen is the Senior Tax Manager at XY Planning Network, an organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Today, Sam joins the show to share his journey from CFP educational program to getting his foot in the door with an RIA, including what it was like trying to enter the financial planning profession during a recession. Listen in as he discusses his strategy for reaching out to firms during a time when no one was hiring, his starting role, and why he saw it as the opportunity of a lifetime. You'll learn how he developed a niche and a passion for tax preparation and tax planning, as well as why he left a good position he held for 10 years so he could join XY Planning Network. You can find show notes and more information by clicking here: https://bit.ly/3l3vJ2Z

The Employee Retention Credit (ERC) has emerged as one of the biggest and most overlooked COVID-19–related tax provisions. Listen to Strategic Consulting Director, Frank Ianelli, and Senior Tax Manager, Robert Pike discuss the details.

Description In this episode of Mazars Tax Tips, our experts Rachel Efthemes, a Senior Tax Manager at Mazars in the… The post Tax Tips Episode 1 with Rachel Efthemes, Harold Hecht, and David Weinstock appeared first on Insights Center - Mazars - United States.

Howard Altshuler, Partner-in-Charge, Real Estate Services for Weaver, brought together a panel of Weaver real estate and tax experts, Rob Nowak, Partner, Tax Services, David Nolan, Senior Tax Manager, and Charlie Anastasia, Partner, Tax Services to discuss differed exchanges.Sellers utilizing a deferred exchange have 45 days to identify a replacement property. There are three methods for property identification. The three-property rule allows the taxpayer to identify up to three replacement properties of any aggregate fair market value. This method is generally used when there is a reasonable assurance that a suitable single property can be identified and acquired. The 200% rule allows a taxpayer to identify unlimited replacement properties up to 200% of fair market value of the relinquished property. Taxpayers utilizing this method are typically seeking portfolio diversification.The 95% rule allows taxpayers to identify an infinite number of properties without regard to fair market value. However, the taxpayer MUST acquire at least 95% of the value of properties specified.

Aaron Newell is the Senior Tax Manager at Delap LLP. He joins Jared Siegel to discuss tax management and estate planning. Here are a few highlights from their conversation: Jared asks Aaron how he stays up to date with the rules, regulations, and planning opportunities of the frequently-changing tax laws. “With today’s age of technology, there’s always a lot of information available at our fingertips, and [staying up to date] requires a continuous investment [of time] in researching and figuring out how [the research] applies to your client,” Aaron replies. When it comes to strategic tax planning, clients usually fall into one of two categories: proactive or reactive. The services that Aaron and his department provide are largely dependent on which category the client falls into, but they generally try to go beyond what is required of them, with their client’s best interest at heart. Disappointment is a common emotion that heirs feel when a family member passes away and assets are distributed, Jared says. He asks Aaron how he minimizes disappointment in assisting families with estate planning. Communication and clarification are essential to the process, Aaron shares.  Aaron often has clients in their forties to fifties who have taxable estates but don’t necessarily understand why they should be addressing it urgency.   Aaron explains how changing one’s residency affects their tax plan. One factor that largely influences a client’s decision to change residencies is the opinions of family members, he shares.  If you want to have a value-centered, goal-driven tax plan, you must factor in a variety of different things, including tax expense management. Jared reveals why some clients may choose proximity to their family members over saving money when it comes to changing residencies. Resources Aaron Newell on LinkedIn  DelapCPA.com

In Episode 4 of the relocation podcast series, Tim Shallcross, Senior Markets Manager at KPMG Isle of Man is joined by his colleague Justine Howard, Senior Tax Manager at KPMG in the Isle of Man discuss the tax considerations when ceasing residence from the UK. KPMG's Isle of Man relocation podcast series will be looking at some of the key matters to consider if you are looking to relocate to the Isle of Man. As a result of COVID-19 we have seen an increased interest in potential relocations to the Isle of Man as people look to find the right work / life balance and as such, we hope this podcast series will provide some guidance in that area.

Continuing our relocation podcast series, Tim Shallcross, Senior Markets Manager at KPMG Isle of Man is joined by his colleague Justine Howard, Senior Tax Manager at KPMG in the Isle of Man discuss the tax considerations when Commencing Isle of Man residency KPMG's Isle of Man relocation podcast series will be looking at some of the key matters to consider if you are looking to relocate to the Isle of Man. As a result of COVID-19 we have seen an increased interest in potential relocations to the Isle of Man as people look to find the right work / life balance and as such, we hope this podcast series will provide some guidance in that area.

Continuing our relocation podcast series, Tim Shallcross, Senior Markets Manager at KPMG Isle of Man is joined by his colleague Justine Howard, Senior Tax Manager at KPMG in the Isle of Man discuss the tax considerations when looking to move to the Isle of Man. KPMG's Isle of Man relocation podcast series will be looking at some of the key matters to consider if you are looking to relocate to the Isle of Man. As a result of COVID-19 we have seen an increased interest in potential relocations to the Isle of Man as people look to find the right work / life balance and as such, we hope this podcast series will provide some guidance in that area.

Brian speaks with Jeff Elkins, Senior Tax Manager with Hall & Co. CPA's. They discuss the recent TIGTA report on the marijuana industry and its applications for business owners.

Ben Smith, CPA, & Senior Tax Manager from Etrends Tax & Accounting shared some amazing tax tips with us on "Rules on Home Office Deductions, and Business Travel". Support the show (https://retirementriskadvisors.com)

Amie is a tax professional with over 13 years of diverse experience, including roles in both public accounting and private industry. She currently is a Senior Tax Manager at Eide Bailly LLP serving clients in the Des Moines, Iowa market as well as writing internal and external technical tax communications for their National Tax Office. Her published work has appeared in The Tax Adviser, Thomson Reuters, and local publications. She also maintains a personal blog at www.livingthetaxlife.com where she writes about tax, business, and life in general. Amie talks about her first travel experience, getting lost in foreign countries, and how her experiences from travelling help her handle day-to-day conflicts in the office!

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

Aaron Jaqua is a CPA and Senior Tax Manager for Eide Bailly. Aaron joins us as being the first guest of “What’s Your 'And'?” and talks about his passion for running and how it has given him the mental strength to power through some of the worse tax seasons! He also talks about how Eide Bailly regularly encourages its team to mentally get away from work for a bit and tells us a touching story of how the firm was accommodating when dealing with a personal family matter.

Go behind the scenes and hear what it’s like being a CPA to professional athletes! In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Steve Piascik about how he built his practice to become the 3rd fastest growing CPA firm in the United States, according to Inside Public Accounting. Learn why Olympians are often the hardest athletes to work with, why financial literacy is so important in this niche and how part of Steve’s role is to keep his clients grounded, especially when they receive a signing bonus. Steve Piascik, President & Founder Twitter   Steve Piascik is president and founder of PIASCIK, a boutique tax and financial planning CPA firm headquartered in Richmond, Virginia with offices in Beverly Hills, California. His background and experience in such key areas as international, state and local tax issues allow him to work effectively with a wide range of clients from start-ups to Fortune 500 and international companies. As a specialist in complex accounting, tax consulting and tax compliance issues, he is responsible for his firm’s client relationships, providing expert tax advice on high-level technical issues, IRS engagements and all areas of management of the firm. Prior to founding his company, Steve was Senior Tax Manager in the Richmond office of KPMG LLP, one of the “Big Four” international accounting firms. He managed the firm’s Central Virginia tax practice for high technology and emerging growth companies. Over the course of his 24-year career, Steve has managed tax issues and consulted for several hundred clients including publicly-traded and international companies, medical practices, high-net-worth individuals, real estate companies, retail, automotive, professional athletes, financial institutions and international companies. His client list spans 56 countries and six continents. Some of Steve’s memberships include NFL Players Association Registered Representative, Richtech Board Member, and Treasurer, Richmond 2015 Founding Board Member & Treasurer, St. Gertrude’s Finance Committee Member, American Institute for Certified Public Accountants and Virginia Society of Certified Public Accountants. He holds a BS in Business Administration/Accounting from Bloomsburg University and a Masters in Taxation from Virginia Commonwealth University.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us

Trade conflict and Brexit are cause for turbulent times for international businesses. Stephen Cheung, President of the World Trade Center Los Angeles and HLB’s Yan Jiang, Senior Tax Manager specialised in US-Asia cross-border activity discuss current challenges and opportunities for foreign companies operating in the US.

In this episode of Real Estate with Gwen Price, Gwen's guest is Ryan Minor, Senior Tax Manager with Freelandt Caldwell Reilly LLP.  They discuss taxes, capital gains and more as they pertain to real estate.  For all your specific tax questions, contact Ryan at 705-675-2200 and https://fcrca.com

Thanks for listening to this seventh episode of the Fields of Success podcast. The purpose of this episode, like all episodes, is to provide value for small business owners in rural Ontario. For this episode, I welcomed Bud Arnold, CPA, CA, MAcc. Bud is a Senior Tax Manager with Baker Tilly Guelph Wellington Dufferin. In this episode, Bud and I discuss some of the changes that were brought about with tax laws enacted in 2018, specifically passive income in a Canadian Controlled Private Corporation (CCPC). To begin, we touch on the relevance of this information for all small business owners, even those not incorporated. We then go over some terms related to the topic and Bud defines them. After this we move into some more specifics such as how aggregate investment income and adjusted aggregate investment income are calculated and how this is used to calculate a possible clawback of the small business deduction for CCPCs. We then move on to discuss some practical steps an owner can possibly take to minimize their AAII, things which ought to be considered as part of a thorough financial planning process. As noted, this episode is not individual tax advice, which can only be given after a tax professional knows your situation, so we encourage listeners to discuss this topic with their tax professionals. Bud is active in LinkedIn and his profile can be viewed here. As well if you wish to contact him via email he can be reached at bcarnold@bakertilly.ca. If you’d like to contact me to discuss our financial planning process which looks at all these aspects and coordinates with your tax professionals, I can be reached via my email at brian.hilt@manulifesecurities.ca.

Gene Marks and Jessica Page join us once again in a fun roundtable discussion to cover financial terms and acronyms every healthcare professional should know. Gene writes every day for The Washington Post and weekly for Forbes, Inc., and Entrepreneur magazines; Jessica is Senior Tax Manager at BHG. Perfecting Your Practice’ podcast is presented by Bankers Healthcare Group, the leading provider of … Continue reading "Financial terms healthcare pros need to know – Ep. 11 | Perfecting Your Practice Podcast"

I spent 10 years in higher education, with eight of those years at The Ohio Dominican University in Columbus, Ohio. One of the great benefits of being a professor is seeing your students graduate and start developing wonderful careers. Today, I’m excited to be joined by one of my former students, Ashley Matthews, Senior Tax Manager at Rea & Associates. A constant struggle in public accounting is that work is always being added, but never subtracted – and this issue was exacerbated by the economic downturn in 2008. Public accounting practices became leaner and hiring slowed down to a crawl. The result is a gap in experienced senior managers, because there were so few new hires 5-8 years ago. CPAs rising in the industry need to be adaptable and maintain an open line of communication with the people they work for, in addition to their clients. “I found that you have to be stern and you have to mean what you say in order to be taken seriously. People have a tendency to pile on and see how much you'll take, and so pushing back is always appropriate.” People who are not in public accounting, and clients, may not think of the word adaptability and CPA in the same sentence, but CPAs must be adaptable to everyday occurrences in order to be successful. If you're not adapting, you may be way too rigid and start losing clients and business. “This definitely is not a profession for someone who wants to come in and sit at their desk and have their day planned out and be predictable and get their to-do list done every day and punch the clock and go home.” CPAs like Ashley, who are often Millennials, are fighting the stereotype of an awkward business person chained to a desk counting beans. At Rea & Associates, they want clients to view them as trusted business advisors who understand all aspects of the clients’ businesses so that they can help the clients improve their businesses. Ashley and her associates are trying to break the CPA mold not only in the eyes of the outside world, but also in the eyes of their clients. “We're working, especially here at Rey, for our clients to view us as their trusted business advisor.” The role of a trusted business advisor is changing, and that’s why CPAs are providing excellent value to the firm and to the client when they’re able to adapt. Ashley discussed what her ideal public accounting firm will look like in the future. A successful firm will: embrace changing technology be transparent about partner succession and upward mobility with its employees be smart about the work that they do and when they do it realize that the best decisions and some of the best relationships are made when CPAs are out from behind their desk and really talking to people “If you're doing the same thing today as you were doing three years ago, then you're missing the boat.” I really enjoyed talking to my former student Ashley, and she offered an enlightening glimpse into the minds of a hungry generation of young professionals who are currently working their way up the ladder, in every industry. I expect we’ll be learning more about communication, technology and business relationships from Partner Ashley Matthews in no time at all.   Resources: Rea & Associates Listen to the unsuitable on Rea Radio   Production & Development for Improv Is No Joke by Podcast Masters   Learn more about your ad choices. Visit megaphone.fm/adchoices