Podcasts about tax manager

Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for you! Listen in as Blake shares how he got involved, what makes NexGen unique, and the real impact it's had on his career. He highlights upcoming programs, in-person events, and the value of the online community for connection, learning, and professional growth. Whether you're looking to expand your network or find your footing in the industry, don't miss hearing how new planners can join and use NexGen to enhance their careers. You can find show notes and more information by clicking here: https://bit.ly/4mbzvpO

In this episode. Ash welcomes Lorraine Kent, the current tax manager at Edwards and Associates, to discuss essential tax strategies and tips specifically for dental practitioners. They start by discussing topics like deductible expenses, common tax mistakes, and audit red flags. Lorraine shares insights on what expenses are deductible for rental properties and the implications of depreciation recapture when selling such properties. She also provides guidance on loss harvesting strategies and the importance of tax planning while reviewing personal and business investments.They also explore common tax mistakes that can be easily avoided, such as the importance of sharing all necessary tax documents with accountants, and they discuss key audit triggers like meals, travel, and auto expenses. They round the conversation with real-world examples of tax horror stories they've encountered due to miscommunication or oversight. If you have specific questions about embezzlement or if you'd like to have another question answered on a future podcast, please reach out to the Edwards & Associates team.Key Topics Discussed:Deductible expenses for rental propertiesDepreciation recapture and tax strategiesHarvesting tax losses effectivelyCommon tax mistakes to avoidAudit red flags: meals, travel, and auto expensesCommunity property state tax impactsBusiness property tax explanationsImpact of volunteer services on taxesImportance of communicating with your CPAReal-world tax miscommunication examples

When relationships break down, dividing assets can get messy, especially when it comes to the family home, investment properties, or family businesses. While keeping the house might seem like the easiest option, tax consequences can catch people by surprise. One wrong step could mean unexpected tax bills down the track. That’s why having the right financial advice is essential. Vic Rajah, firm principal at Vic Rajah Family Lawyers, and Chantelle Turner, Tax Manager at the Bongiorno Group, unpack the key tax and legal issues in family law property settlements and explain how to avoid costly mistakes during one of life’s most challenging transitions. Vic Rajah Family Lawyers https://www.vicrajah.com.au/ The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.See omnystudio.com/listener for privacy information.

Despite their potential to protect assets and prevent future disputes, prenuptials remain underutilised. For many, they’re an essential part of asset protection strategy, offering clarity and certainty in case the unexpected happens. But they’re not without challenges. Vic Rajah, firm principal at Vic Rajah Family Lawyers, and Chantelle Turner, Tax Manager at the Bongiorno Group, examine who benefits from these agreements, how they can be set aside, and why it’s vital to seek sound legal advice before signing on the dotted line. Vic Rajah Family Lawyers https://www.vicrajah.com.au/ The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.See omnystudio.com/listener for privacy information.

Divorce is one of those events that marks a significant life transition, often accompanied by emotional, financial, and legal complexities. It raises critical questions: How are assets fairly divided? How can disputes be resolved efficiently while minimising conflict? Vic Rajah, firm principal at Vic Rajah Family Lawyers, and Chantelle Turner, Tax Manager at the Bongiorno Group, explore the legal framework surrounding divorce, focusing on property settlements, child custody, and dispute resolution. Vic says mediation and alternative dispute resolution are encouraged to reach amicable solutions, avoiding prolonged, expensive court proceedings. Seeking early legal guidance can prevent costly mistakes and help parties make informed decisions about separation. Vic Rajah Family Lawyers https://www.vicrajah.com.au/ The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.See omnystudio.com/listener for privacy information.

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Rashon Edgerton, a Tax Manager in the Financial Services Practice Group. Rashon wears many hats, preparing and reviewing federal and state tax returns for financial institutions, multijurisdictional consolidated returns for the Manufacturing and Technology Practice, and tax provisions under ASC740. He has drawn upon the discipline and competitiveness of his athletic background to drive his professional success at BerryDunn.

Many people who want more hands-on control over their investments and their retirement are opting for a self-managed super fund (SMSF). It allows you to choose assets like property and manage your retirement savings directly. But, establishing and maintaining an SMSF involves significant costs and ongoing compliance. Vanessa Smith, Director at the Bongiorno Group, and Michelle Harrod, Tax Manager and Head of SMSF at the Bongiorno Group, says it's wise to create and regularly review an investment strategy that considers risk, liquidity, diversification, and insurance. Seeking financial advice, they insist, is critical to ensure the SMSF aligns with your long-term retirement goals and complies with legal requirements. MORE INFORMATION The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.See omnystudio.com/listener for privacy information.

En esta edición de #QuantumTeInforma, te contamos cómo la inteligencia artificial (IA) está transformando muchos aspectos de nuestras vidas, y el ámbito tributario no es una excepción.

If you were expecting a tax refund, but find yourself with having to pay extra tax on your tax return, there could be several reasons why. Chantelle Turner, Tax Manager at the Bongiorno Group, and Financial Consultant Matt Homewood, address the common misconceptions and challenges surrounding tax returns. Even if you have a similar job to your colleagues, your tax situation can be very different due to factors like work hours, penalty rates, HECS/HELP debts, salary packaging, and overtime. Salary packaging, in particular, often leads to unexpected tax payables due to the difference between taxable income and adjusted taxable income. The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.See omnystudio.com/listener for privacy information.

Show notes: thetaxprofessionalspodcast.com/TTPP99Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough TimingsLesson 1: Results alone aren't necessarily enough to get you the promotion to deserve at the point in time you deserve it(9:00) Lesson 2: If you focus soley on results, you can make yourself miserable(13:00) Lesson 3: Delegation Lessons (3 tips)(17:30) Lesson 4: Current clients are a great place to start when wanting to win new tax work(22:45) Lesson 5: People buy from people, not firms(26:00) SummaryResourcesEpisodes mentioned:TTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)TTPP40: Key Lessons Learnt from Tax Manager to Senior Manager 

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return 

Henssler Money Talks – February 17, 2024Season 38, Episode 7This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January's Consumer Price Index, Retail Sales, and the slight uptick in jobless claims. Jessie and Michael recommend actions an investor and his son can do when filing the final tax return for his deceased wife.  The hosts conclude the show answering a listener's question on holding real estate funds.Timestamps and Chapters00:00 Market Roundup: Feb 12 – Feb 16, 202422:12  Case Study: The Final Tax Return33:50 Q&A Time: Vanguard Real Estate Index Fund Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Gerry Scott chats with Emma Raivio, Tax Manager at VSH, about helping international and cross-border businesses address their intricate accounting, taxation, and business planning requirements.

Join Jeff Dvorachek, a Tax Manager, as he explains what a cash flow statement is, why it's crucial for your business success, and how it reveals the true health of your company. Jeff shares his expertise on understanding cash flow components, getting paid as a business owner, and the importance of having a reliable team of experts. Whether you're a seasoned entrepreneur or a new business owner, we've got you covered with quick and entertaining tax tips. Subscribe now to unlock the secrets of financial success for your business!

James Chwanya Tax Manager PKF talks about The Finance Bill and The National Budget on #DriveInn by Capital FM

Show notes: thetaxprofessionalspodcast.com/TTPP76Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Charlie's tax career (she started as an apprentice, without going to uni)(10:00) Whether she was held back for being young, despite being CTA qualified at 21(11:45) Why you should take control of your tax career(17:30) How to take control of your tax career and figuring out what you want to do with your career(31:00) How she became a Tax Manager at PwC at 24 (which includes some very good advice)(40:00) How to overcome some difficulties/challenges you may face when trying to progress, become promoted, and taking control of your career(52:00) How to get the support you needResourcesTTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)TTPP46: 8 Tips on Providing Feedback to Grow and Develop Staff

Bob Dorsey is the co-founder and Vice Chairman of Ultimus Fund Solutions. In this episode, Bob and I discuss:His backstory: from butcher markets to financial marketsWhy FinTech is a people business How the root of solving problems doesn't differ based on your industryHow to keep a “people first” culture as you scaleAn important lesson he learned about complacency from an old TV commercialAdvice for people who are contemplating an angel investment venture or private equityMore About Bob DorseyBob has over 35 years of mutual fund industry experience. Prior to co-founding Ultimus in 1999, he was President of Countrywide Fund Services, Inc. (formerly MGF Service Corp.), a registered transfer agent and mutual fund service provider. Prior to Countrywide, Bob was the Assistant Controller and Tax Manager at Carlisle Enterprises, Inc. He began his career in the tax department of Arthur Andersen's Cincinnati office. He is a graduate of Christian Brothers University and a Certified Public Accountant (Inactive).Resources mentioned in this episode:Book: On Fire: The 7 Choices to Ignite a Radically Inspired Life by John O'Leary - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

Kenneth Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and OhioSociety of Certified Public Accountants and American Institute of Certified Public Accountants.CONNECT WITH KENNETHEmail: kgee@kriproperties.comWebsite: https://www.kripartners.comLinkedIn: https://www.linkedin.com/company/kri-partners/CONNECT WITH JONATHANTo connect with Jonathan, you can send email at info@greystonecapgroup.com. To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time, keep building wealth in Commercial Real Estate!         

In this episode, we are joined by Gabrielle Chang, a highly experienced Certified Public Accountant and Tax Expert. Gabrielle is also the Founder of Balance and Wealth CPA, a leading tax practice that helps business owners in Canada navigate their finances and achieve financial independence. With over 7 years of experience as a Tax Manager at a Big 4 Accounting Firm, Gabrielle has worked with Global 500 companies and gained invaluable expertise in tax planning, compliance, and consulting. She started Balance and Wealth CPA with a mission to make a positive impact in the lives of business owners and help them understand and navigate their finances with ease. In this episode, Gabrielle shares her insights on tax planning, business finance, and achieving financial independence. She will guide you through the most important financial aspects of running a successful business, as well as provide tips and strategies to help you achieve your financial goals. She is also a renowned Content Creator, youtuber on the financial field. Her channel is: Gabrielle Talks Money.

Ep. #77 – Do you know if or when you need a CPA? If you're not sure, this episode will help. You can also learn how to avoid making financial mistakes. Chérie (The Little CPA) is an AICPA 40 Under 40 Black CPA, a Tax Manager at a national financial services firm, and creator of The Little CPA. As a Tax Manager, she works with the firm's Not-for-Profit and Estate Planning Practice to help provide accounting, tax and consulting services for nonprofits, high-net-worth estates, trusts and gifts.   Website: https://thelittlecpa.com IG, TikTok, FB - @thelittlecpa Find a Black Accountant:  https://black.accountants My contact info: Website: https://www.blacknonprofitsandbusinesses.com

Rund um die Corona-Pandemie sind die Anforderungen an eine elektronische Registrierkassa und korrekte Arbeitszeitaufzeichnungen durch all die zusätzlichen Belastungen bei manchen Unternehmen möglicherweise etwas in den Hintergrund getreten. Jedenfalls ist das der Eindruck der Finanzpolizei, die jetzt in diesen Bereichen Schwerpunkte der Überprüfung setzt. Was ihr in dieser Folge zu hören bekommt ... ... sind Informationen über die Prüfungsschwerpunkte der Finanzpolizei und worauf ihr gewappnet sein solltet: Registrierkassenprüfung, Arbeitszeitaufzeichnungen und nachträgliche Prüfung der COVID-19-Förderungen durch die Finanzpolizei. Zu Gast im Steueraffen-Studio ist Eva-Maria Wilhelmer, sie ist Tax-Manager mit Schwerpunkt Finanzpolizei bei der Hofer Leitinger Steuerberatung GmbH (www.hoferleitinger.at). STEUERAFFE - gut gebrüllt im Steuerdschungel. Euer Podcast für steuerliche und arbeitsrechtliche Fragen. Mehr dazu findet ihr unter www.steueraffe.at.

Jarrod joined Excelsior in June 2019 after spending five years in Public Accounting. He oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations. Prior to joining the company, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019.Jarrod began his career at BDO in a similar capacity and is a Certified Public Accountant in the state of Tennessee. He received both his B.S. and Master's in Accounting from the University of Mississippi.In this episode, Jarrod shares about what has happened in 2022 and what we can learn from this year's real estate investment space.Listen in!Key Highlights: [00:01 - 06:39] How has Excelsior grown? Jared Arnold shares that he is the COO of Excelsior Capital and has been with the company for three and a half yearsExcelsior has grown exponentially in the last year, acquiring 36 million dollars in equity capital and 25 propertiesHow Excelsior was able to capitalize on positive investor sentiment and opportunities in the market to make acquisitions[06:40 - 15:43] The Current Situation in a Strategic Partnership PerspectiveHow every acquisition they made has some sort of ten thirty one aspectWhy things will be more challenging in the lender and equity side in the marketHow they tried to up their game in the podcast space[15:44 - 22:21] Real Estate Sponsors Remain Stable Amidst UncertaintyThere has been an increase in 1031 investors, a reduction in retirement account investment, and a decrease in purchase price from early in the yearThe market is challenging and the value proposition for sponsors is harder to prove outThe Fed wants rates to increase slower but terminal value will be higher than anticipated earlier[22:22 - 31:30] 72 Million in Capital Raised in 2 Years, No Employees Have Left the FirmThe firm's successes and challenges over the past two years, including their ability to keep clients and employees happy.The biggest challenge for the firm in 2022 is managing the influx of new assetsThe market is challenging and the value proposition for sponsors is harder to prove out[31:31 - 47:51] The Growth of the EconomyHow the economy has grown dramatically, and international markets have grown even more dramaticallyThe United Nations, NATO, World Bank, and IMF have all functioned well in the past - but this is changing. A world where the US puts boots on the ground to do nation-building is goneThere is no political will to do this on either side of the aisle, and so investors need to recalibrate their thesis around these assumptions[47:51 - 51:24] Closing Segment Key Quotes: “Some assets are gonna have challenges, right? Especially if we do go into a proper recess. But the way that we conduct ourselves, I think will be a real testament to the firm.” - Jarrod Arnold “Communication, transparency, investor relations, reporting, the soft touch things that we do. We didn't sacrifice any of that just to get those deals done, which is a trap that I've fallen into before.“ - Jarrod ArnoldConnect with me on

Learn more about what the Section 179 Tax Deduction can do to help you and your business with tax professional Michael Schneider, Tax Manager at ATBS.  

We know practice owners are always on the hunt for new tax tips to help reduce their taxes, and this episode is full of them! We want to make sure you have ample time to maximize your tax savings for 2022 and better prepare for your taxes in 2023. Julie's joined by the Tax Manager of GreenOak Accounting, Emily Grauerholz, and enjoys a chat all about her favorite end-of-year tax saving tips!Emily Grauerholz is the Tax Manager on the GreenOak Accounting team. She enjoys problem-solving and is passionate about helping others because she loves to see clients succeed.  In her spare time, Emily enjoys spending time with her kids and helping her husband on the family farm. EPISODE HIGHLIGHTSTax season can sneak up on your if you haven't fully prepared - but there's no time like the present to start saving!Tip #1 - Accelerating Expenses in Cash-Pay PracticesDeductions occur in the year that you pay them - if you can accelerate any necessary expenses in December rather than wait until January, that could save you from having to wait a whole calendar year to deduct your January expensesExamples - rent, software fees, subscriptions, etc.Tip #2 - Retirement PlanningTraditional IRA or Roth IRA - do have income limitationsSEP ContributionsAll retirement contributions must be made prior to the end of the yearTip #3 - Business Use of a Personal VehicleCan use the standard IRS deductionMileage needs to be tracked meticulously - you can use the Mileage IQ app or the QuickBooks app to track your milesTo hear all tips included in this episode, make sure to take a listen!LINKS & RESOURCESGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.com

Brad Polizzano, senior tax manager, shares his thoughts on the latest cryptocurrency trends, the cannabis industry and how, as a former member of a cover band, his penchant for playing music and singing karaoke has helped him bond with coworkers. More to my Story highlights professionals at Baker Tilly and celebrates their unique passions and interests.

Ricky Novak is the Co-founder of the Strategic Group. He has spent his career working at the intersection of real estate, tax, and private equity. He works directly with high-net-worth investors & family offices and is the trusted advisor to these clients. His expertise focuses on real estate private equity, tax-deferred 1031 exchanges, Delaware statutory trust (DSTS), tax-deferred opportunity zone funds, and numerous federal and state-sponsored tax mitigation strategies. Joining us today as Co-host is Jarrod Arnold, CPA, Jarrod is the COO at Excelsior Capital, where he oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations. Before joining the company, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. Jarrod began his career at BDO in a similar capacity and is a Certified Public Accountant in the state of Tennessee.  Key Highlights: [00:01 -06:47] What is 1031 Exchange It's a strategy that has minimal risk If you own a property,  you can sell that asset and execute an exchange into one or more replacement assets.  If you do everything correctly, you are deferring your tax liability and allocating it to a new investment .[08:50 - 12:21] How to Find a Qualified Intermediary You Can Trust Find someone who has your best interest and will show you the right way to go about things Be wary of QIs who cut corners. This might put you in a difficult situation where you have to deal with IRS Questions to ask to qualify for a QI Figure out how sophisticated the QI is. You want someone knowledgeable and could help you make decisions Make sure they have the right insurance Make sure you have a dedicated advisor  [12:22 - 26:34] 1031 Exchange: Know The Rules Who should be at the table when pursuing 1031 CPA Tax/Real Estate Attorney Real Estate Professionals Be involved in the conversation and make sure you understand the real-life implications The reason for  the uptick in 1031 investments How you could take advantage of deferring taxes  as a property owner Entering 1031? Make sure you have the following: A clear understanding of the math of the transaction Avoid the misconception that you only have to roll the equity to the next property Be proactive in identifying issues Here's what to ask your sponsor when vetting Do your investment match up Structure and timing Opportunities on legislation are materially different than 1031 [30:37 - 31:24] Closing Segment Connect with https://www.linkedin.com/in/ricky-novak-6269138 (Ricky) and https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40 (Jarrod) on LinkedIn and visit Ricky's website at www.strategicgroup.com Key Quote: “When you look at it, the good news is while there are plenty of strategies out there that have, higher degrees of risk, 1031 happens to be a strategy that really has minimal risk. It's been around in the code for quite some time. The code and the treasure registry are very detailed on this matter, and there's a good bit of case law out there on 1031-related issues.” - Ricky Novak LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Tax Manager Talk with Yembeh Moiba, CPAYembeh Moiba, CPA is a Tax Manager at a CPA Public Accounting firm in Edmonton, Alberta, Canada. He is a self described huge sports fan and a serious hiker. If he wasn't an accountant he would be a chef.Yembeh played university football at the University of Alberta where he also competed in track and field. When he isn't working, you can find him on the sidelines coaching youth football.DescriptionFinancial auditors examine and analyze the accounting and financial records of individuals and establishments to ensure accuracy and compliance with established accounting standards and procedures. Accountants plan, organize and administer accounting systems for individuals and establishments. They are employed by private sector accounting and auditing firms or departments and public sector accounting and auditing departments or units, or they may be self-employed. Articling students in accounting firms are included in this unit group.Job ForecastPeople working as a tax accountant have different job prospects depending on where they work in Canada.Employment RequirementsChartered accountants require a university degree and Completion of a professional training program approved by a provincial institute of chartered accountants and, depending on the province, either two years or 30 months of on-the-job training and Membership in a provincial Institute of Chartered Accountants upon successful completion of the Uniform Evaluation (UFE).Certified general accountants and certified management accountants require a university degree and Completion of a training program approved by the Society of Certified General Accountants or Society of Management Accountants and several years of on-the-job training and Certification by the Certified General Accountants Association or the Society of Management Accountants.Auditors require education, training and recognition as indicated for chartered accountants, certified general accountants or certified management accountants and Some experience as an accountant.Auditors may require recognition by the Institute of Internal Auditors.To act as a trustee in bankruptcy proceedings, auditors and accountants must hold a licence as a trustee in bankruptcy.Licensing by the provincial or territorial governing body is usually required for accountants and auditors practicing public accounting.Stressed about work? Check out our Career Crisis Interview Series: https://thejobtalk.com/help

Steven Weil is President and Tax Manager at RMS Accounting in Fort Lauderdale

On this episode of Court Radio, Dean Weitzman of MyPhillyLawyer speaks to Yvette Mitchell, a Tax Manager at Redcross, Martin & Associates, about changes to the tax laws, and how it will impact us for this year’s tax filing. The post Court Radio: Changes in Tax Laws first appeared on MyPhillyLawyer.

Talking with Adam Coen, Tax Manager for Jack Loteryman CPA, PC about small business and self-employed tax considerations• Do I need formalized accounting?• Can I set up a retirement account for my small business?• Do I have to pay tax on forgiven PPP loans?Adam CoenJack Loteryman CPA, PCArlington, Texaswww.JackLoterymanCPA.comAbout Mansfield PodcastNews, talk and information about Mansfield, Texaswww.AboutMansfield.com

In this episode, Greg Sarian, CEO and founder and Kevin Wager, Senior Finance Advisor and Jackie Himes, Tax Manager at Stephano Slack, share tax smart planning strategies to think about throughout the year to reduce your tax liabilities. They also discuss what changes occurred in 2021 and how it could affect taxpayers in 2022.   What You Will Learn: [04:04] Meet Jackie Himes [04:30] Tax changes in 2022 [09:24] The impact of the Build Back Better Plan [12:48] Meet Kevin Wager [12:58] Ideas to be tax smart with planning [23:37] Things to do when there's a spike in income [33:08] 2022 Tax Planning White Paper [33:54] Questions from the audience   Resources: Visit our website: sarian.hightoweradvisors.com Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian Email us: ssp@hightoweradvisors.com

MLG Capital CEO Tim Wallen returns to the show (ILAB 121 - Investing in Private Real Estate Funds, with MLG Capital's Tim Wallen - Invest Like a Boss) to give us an update on how things have changed in the U.S. real estate market in the last two years. Sam asks about the returns on his personal investment in MLG Capital's Fund IV and how to get involved in MLG Capital's latest fund V. Tim also covers the effect of rising inflation, interest rates and securing cash flow in real estate. Plus, Wallen covers why MLG Capital focuses on middle America versus the coastal areas. Sam and Johnny circle back to compare Tim's thoughts to their own personal real estate holdings and how they will proceed with real estate ventures going forward. Johnny further elaborates on the tense situation with Russia and Ukraine, considering he now owns Ukrainian real estate.   Tim and his wife Julie have eight children and their first grandchild. He's passionate about family, traveling, golf and skiing. Outside of work, you'll likely find Tim spending time with his family, or traveling. Tim loves to live the MLG Capital concept of “Making A Difference While Making A Living”. Tim has helped launch two successful non profits utilizing MLG Capital's facilities and staff. Tim recently launched “MAD Funds” which allows investors to allocate profit from MLG Capital Private Funds to help at risk youth. He's also a board member of Lifesong for Orphans, which provides orphan care for over 6,000 children and financial assistance for adoptions. Tim started his career as a CPA and Tax Manager with Price Waterhouse in San Francisco and Milwaukee. In 1989, he joined MLG Capital as the CFO and a Principal. In 2000, Tim became the CEO of MLG Capital. He has a BBA in Accounting and a Masters of Accountancy with a Tax concentration from University of Wisconsin Madison. Listen to ILAB 215 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Ukraine / IG @johnnyfdj Sam Marks – Barcelona / IG @imsammarks Derek Spartz – Venice Beach / IG @DerekRadio Discussed: MLG Capital  Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) *Johnny and Sam use all of the above services personally. Time Stamp: 12:04 – How long have you been involved with MLG? 13:04 – What makes MLG different? 15:43 – Can you give us an update on the company and since it was last you were on the show in 2019? 18:35 – How many assets do fund 4 and fund 5 have? 19:13 – What happens if the fund liquidates an asset? 20:45 – How did the MLG adapt to the Covid-19 pandemic? 24:32 – Can you explain why rates are going up and how that affects MLGs current assets? 27:22 – Would you suggest “Own your house and if you have extra invest in multi-family” as real estate advice? 28:22 – How do interest rates impact assets? 30:27 – Can you explain fixed rate and floating rate debt ? 36:12 – Can you explain how inflation rates affect your assets? 40:05 – Is it too late to invest in a Multi-Family? 45:46 – What areas are Fund 5 focused on? 46:50 – When fund 4 is complete can an investor roll it over to fund 5? 50:02 – Sam and Johnny Review If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!  Copyright 2021. All rights reserved. Read our disclaimer here.

Jarrod is currently COO at Excelsior Capital, joining the team in June 2019 after spending five years in Public Accounting. He oversees all operational aspects of the business including Finance & Accounting, Marketing, Human Resources, Acquisitions, and Investor Relations. Prior to his current role he was the VP of Finance and Accounting at the company. Immediately prior to Excelsior, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019. He began his career at BDO and is a Certified Public Accountant in the state of Tennessee, and has received both his B.S. and Master's in Accounting from the University of Mississippi. In this episode, Jarrod will be sitting down with us and share his experience with career transitions and how it has turned out for him. We also talked about the growth, progress, and expansion of Excelsior in the midst of the pandemic and where we see the business in the coming years.  Listen in! [00:01 – 05:46] Opening Segment Welcoming Jarrod to the show Jarrod shares his background Being open to new opportunities [05:47 – 14:38] Career Transitions  How changing careers looked like  Growing with the company  Taking the company from point A to point B  Investor relations and the investor journey  [14:38 – 46:24] Growth, Progress, and Expansion  Excelsior's key improvements  Scaling the business  Improving on utilizing tools to reach more people Business in the middle of COVID Priorities for the coming year  [46:25 – 49:21] Closing Segment More insights and learning How you can connect with Jarrod  Closing words Tweetable Quotes “Our goal since day one is if you invest with us, that's great, we want to take care of you, and we're going to do so. But more than that, we want to kind of break the noise and be that resource for people.” - Jarrod Arnold  ------------------------------------------------------------------------------------------ Connect with Jarrod: LinkedIn: https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/ (https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Show notes: thetaxprofessionalspodcast.com/TTPP40Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll Learn(2:00) My big delegation lesson(10:00) The importance of training and developing staff and tips for doing this(18:00) Why you should, and how you can, spent time developing client relationships(25:15) What I'm calling the ‘One Thing' approach ResourcesTTPP34: Successfully Delegate Tax Work, Particularly to Less-Experienced & Junior StaffDelegation FormTTPP11: How to Increase Your Chances of Winning/Converting Tax Work with Martyn Sloman (Without Being Pushy!!)The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results by Gary Keller (book)7 Habits of Highly Effective People by Stephen R. Covey (book) 

Daniel Henn – The Confident Retirement Podcast with Kris Flammang Episode 027: Daniel Henn   Dan Henn, CPA, CTR, CTC is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida. He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is also a monthly columnist in the Florida Today since June 2012. Throughout the span of just under three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam), and business planning. Today, he serves as a Certified Public Accountant and Tax Advisor at CPA Rockledge. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne. Furthermore, Dan holds a Bachelor of Science Business Administration and Master's Degree in Accountancy from the University of South Florida. Listen to this dynamic The Confident Retirement Podcast episode with Daniel Henn about how can we use the help of tax professionals not only in taxation but also in investment. Also, he shared strategies and insights in taxation that may result in saving more bucks!   Here is what to expect on this week's show: What led Dan to open up his own practice? -Understanding one's true value -Misconceptions that people think about tax professionals -What are the differences between tax consulting and tax planning? -Some unique challenges of medical practices and professionals face in taxation and planning -What's in the college planning he is offering in his business? -Putting some of those myths to rest, what are his two books all about? -Biggest opportunities and challenges that tax professionals and people facing -Talking about Commoditization in the CPA industry and investment world Connect with Daniel Guest Contact Info: (321) 684-7800 Website: https://www.cparockledge.com/ E-mail: info@danhenncpa.com LinkedIn: https://www.linkedin.com/in/danhenn-cpa-ctr Connect with Kris Website: https://www.lpfadvisors.com/ LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/ Twitter: @kflammang Highlights: [02:00-02:15] “The value, the knowledge, the experience, everything that I've done and built to this point, has a value and we don't value that and we don't price ourselves correctly, in terms of what we can do.” [09:41-09:50] “I always tell people, “Don't let the tax tail wag the dog.” Is what I call it. You've got to look at it from a financial perspective, a cash flow perspective.” [21:23-21:45] “But ultimately trying to help. The goal, ultimately, is to try and get that student child to get out of college with the least amount of student debt, because the federal student loans program is, it's just mind-boggling.” [32:37-32:52] “I tried to make it consumer-friendly, so that the average person can go and look at and say, Hey, you know, there's nothing you can really do about getting audited, there are certain things you can try to prevent getting notices.” [39:45-39:59] “There are so many challenges out there, and the best thing that I can recommend a business professional is to seek a proper professional for the type of issue that you need.” [41:28-41:38] “And that's what I would advise a business owner to look at outsourcing because your time is more valuable in doing the things that you know how to do.” [46:43-46:49] “My phrase is, It's about working smarter, not harder. It's not about taking everybody that walks in the door.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Daly, Tax Manager with PWC, and Erica Bracken, PR consultant based in Cork, on Working from Home vs Office working.

In this podcast, we are joined by Greg Hyde, who is a partner at Squire and Company, as well as Joe Spillner, Tax Manager at Squire and Company. Squire and Company is a CPA firm with offices in Salt Lake and Ogden. Squire and Company helps businesses in all phases from startup to fully developed, and they provide personal services and expertise in various financial categories such as bookkeeping and taxes. Visit www.squire.com for more information.

In this podcast, we are joined by Greg Hyde, who is a partner at Squire and Company, as well as Joe Spillner, Tax Manager at Squire and Company. Squire and Company is a CPA firm with offices in Salt Lake and Ogden. Squire and Company helps businesses in all phases from startup to fully developed, and they provide personal services and expertise in various financial categories such as bookkeeping and taxes. Visit www.squire.com for more information.

O que é a busca para o sucesso? Em mais um episódio da série de podcast Jovens Lideranças, Emily Peres, Tax Manager da HLB Brasil, junto com Lívia Nobrega - Gerente de Tax & Labor M&A – entrevistaram o empresário Leonardo Viana. No debate sobre carreira e a procura da realização profissional, o convidado fez comparações sobre o tema com o documentário “Arremesso Final” que relata a trajetória do jogador de basquete Michael Jordan. Confira!

Ms. Mary is back with podcast episode 79. Her guest is Tiniki Riddick, Mother, Grandmother, Certified Credit Consultant and Tax Manager. She joins Ms. Mary to have a conversation about FICO SCORE and the 5 factors of the Whole Score. This podcast is presented by From Victim 2 Victory LLC, encouraging you to live your best life victoriously!

With the help of experts Chloe and Simone, Senior Manager and Tax Manager at Rotherham Taylor Accountants, we deliver some valuable tax tips for landlords, including what expenses you can offset against your rental profit and restrictions on performing repair work.

“Building a team that is eager to dive into some of these multi-state tax issues is one of our lessons”- Dave Danic The finer details of this episode How Summit CPA Group Tax Department is set upShifts that Summit CPA Group made internally the past two years under the Tax DepartmentWhat a does a Tax Manager do?What changes did Summit CPA Group do when managing clients Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netEmail Dave Danic- ddanic@summitcpa.net

Do you have questions regarding the Child Tax Credit that will begin July 15th? Listen to our interview with Lori Larson, Tax Manager at Casey Peterson, Ltd. See acast.com/privacy for privacy and opt-out information.

In this third episode of our series on operating agreements, Thomas is again joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! Thomas and Kaylyn discuss FAQs regarding operating agreements from listeners. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To grab the recordings from the 2021 Tax and Legal Summit visit: www.recordings.taxandlegalsummit.com/ today! For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa The Real Estate CPA 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

In this second episode of our series on operating agreements, Thomas is again joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! Thomas and Kaylyn discuss the ins and outs of preferred returns. If you haven't listened to OA 01, you should check that out first! Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To grab the recordings from the 2021 Tax and Legal Summit visit: www.recordings.taxandlegalsummit.com/ today! For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa The Real Estate CPA 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

No segundo episódio da nossa série de podcast Jovens Lideranças, contamos com a presença da Co-founder da 4CINCO, Jéssica Ungaretti. Mediado por Emily Peres, Tax Manager da HLB Brasil e Vivian Berton – Forensic Manager – o debate abordou sobre empreendedorismo e liderança feminina e a experiência da Co-founder em gerir a 4CINCO. Confira!

In this episode, Thomas is joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! We will discuss operating agreements, specifically the tax components of operating agreements and why it's important that you have your CPA involved in the creation and review of the agreement. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To grab the recordings from the 2021 Tax and Legal Summit visit: www.recordings.taxandlegalsummit.com/ today! For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa The Real Estate CPA 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

Tax codes are in continual flux right now.  That's from Ashley Christenson the Tax Manager for Tanner, LLC.  She and Susan Speirs, CEO of UACPA, say you need to start preparing now in order to file your taxes next year. The Federal Government won't make you pay taxes on a PPP loan you may have received.  However, several states will want its share of income tax from it.  If you collected unemployment during 2020 or 2021, you may also owe taxes on that as well. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy information.

Kelli Knoble, National Tax Manager with Grant Thornton in Charlotte, NC, has enjoyed an impressive career in public accounting and currently serves as the Board Chairman of the North Carolina Association of CPAs. Kelli shares her career experiences, ways to propel your career forward, especially in the first five years of graduating, and discusses hiring trends in the public accounting field.

During the month of May, we are celebrating our first ever Alumni Appreciation Week. As part of this celebration, we are telling the stories of our alumni and also calling out the fact that some of our people are boomerangs who returned to work at DHG after a period of time away from us.  Lindsay Lehman is a Tax Manager in Charlotte who shares why she returned to work at DHG, what she missed about DHG while she was away and how DHG has helped her build a valuable career. She explains more about her coming “home” to DHG experience to achieve a better-balanced career and broaden her skillets. 

Find tax taxing? Well so do a lot of people, that's why experts Chloe and Simone, Senior Manager and Tax Manager at Rotherham Taylor Accountants, are here to answer your questions around landlord taxes. Including how to utilise tax schemes and government incentives to your advantage. ~~~~~~~~~~~~~~~~~~~Learn more about Mashroom at https://www.mashroom.com/

With the help of experts Chloe and Simone, Senior Manager and Tax Manager at Rotherham Taylor Accountants, we deliver some valuable tax tips for landlords. Listen for tips on which expenses you can offset against your rental profit, the effect of the Spring Budget 2021 and restrictions on performing repair work.~~~~~~~~~~~~~~~~~~~ Learn more about Mashroom at https://www.mashroom.com/

April 3rd-Tips For Filing Taxes-Dawn Kennedy CRA Spokesperson & Mike Trahey Tax Manager BDO Canada by VOCM

In this episode of WPCares, Shane Miller, WPWealth Partner, and Brittany Flemming, Tax Manager, and Robert Guthrie, Chief Financial Officer at Option Inc. sit down to discuss what it is that Option Inc. does, what their mission is and how they live that out each day. We are grateful to be able to take time to sit down with Robert who is in leadership at Option Inc., and to hear more about the work that the organization does to stand up for all people affected by domestic violence and to advocate for those individuals moving forward. Their primary goal is to increase individual independency to ultimately decrease the number of assault and battery incidents related to domestic violence at large. Click now to listen and learn more!

Show notes: thetaxprofessionalspodcast.com/TTPP15Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse

Decision Vision Episode 96: Should I Take an Home Office Deduction? – An Interview with Matthew Steinberg, Brady Ware & Company The question of a home office deduction has suddenly come up in 2020 with so many more individuals working from home. Brady Ware Tax Manager Matthew Steinberg joins Host Mike Blake to discuss the […] The post Decision Vision Episode 96: Should I Take an Home Office Deduction? – An Interview with Matthew Steinberg, Brady Ware & Company appeared first on Business RadioX ®.

Decision Vision Episode 96: Should I Take an Home Office Deduction? – An Interview with Matthew Steinberg, Brady Ware & Company The question of a home office deduction has suddenly come up in 2020 with so many more individuals working from home. Brady Ware Tax Manager Matthew Steinberg joins Host Mike Blake to discuss the […]

Show notes: thetaxprofessionalspodcast.com/TTPP12Subscribe: thetaxprofessionalspodcast.com/subscribeYou'll Learn·         10 tips to help you progress and improve your tax career·         About misconceptions that I had about a successful tax career, so that you can throw them out the window and focus on what's important to progress·         The benefits and value of having a tax specialism·         How to create your own career USP·         Key skills that you should start learning as soon as possible to set you up well for your future career in taxRelated Episodes·         TTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)·         TTPP 4: How to be a Better Delegator to Progress your Career with Mike ClaytonCalls to Action·         Decide on or understand what your USP isIntroA long 5 years ago (yes long!), I started my tax career as a Trainee Tax Consultant.As a naïve and slightly over-confident 21-year-old, I thought I knew exactly what I needed for a successful tax-career and that it would be plain sailing. I can now confidently say that I had no idea. Who would've known!Over the past 5 years, I've become CTA qualified and most recently, promoted to Tax Manager. Both of which I am proud of.I'm not saying these to brag or show off in any way. I'm saying it to give you confidence that you can achieve it too, and to just say I've learnt a thing or two over the past 5 years that I'd like to share that I think you'll find useful.So, in this episode, I'm sharing tips from what I've learnt on my journey to Tax Manager, to help accelerate your progression and improve your tax career. 

Joining me this week is Jamie Nolan. Jamie joined Buzzacott LLP straight out of University following his degree in Accounting & Finance from the University of Warwick. During his time at Buzzacott, Jamie has attained the CTA qualification and has progressed rapidly to Tax Manager level. Jamie details the opportunities available through a career in tax as well as the day to day nature of the role and the requisite problem solving nature.  You can also visit my YouTube channel for recent video and face-to-face interviews. www.successinfinance.co.uk

In this episode Ashley and Kailey are joined by Tax Manager, Danie Senske, from Bland & Associates, to talk about Qualified Improvement Property (QIP).  What it is?  Why is it important now due to the CARES Act changes?  #Binformed #Binspired #Bawesome If you ever have a topic you think you might want to speak on, please email it to HappyHouratBland@blandcpa.com  Subscribe so you don’t miss an episode! Follow our  “Happy Hour at Bland” podcast on Instagram! Also, follow Bland & Associates on Instagram, Facebook, and LinkedIn.  A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com. Disclaimer: The information we share in this episode is general and should not be considered professional advice. Please consult with your accountant regarding your specific circumstances. If you have any questions, or would like us to help you further evaluate the impact of these changes on your business, please contact us at (402) 397-8822 or happyhouratbland@blandcpa.com

Business owners and investors have dealt with a difficult 2020 as we reach the midway point and could likely use any advantage they can find. That's why we wanted to bring on Addison Maille from Sharrard, McGee & Co, PA. He's the Tax Manager at the company, which serves the Triad area, and he works closely with business owners in different planning areas. Two specific topics we wanted to get his insight on were business succession planning and real estate investing tax challenges. We'll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year. We start the show with business succession planning because we work with a number of clients that want to exit the business in retirement either out of necessity or preference. Many times they've built a book of business rather than accumulating hard assets and that can provide a different set of challenges. Maille specializes in this area so he brings a lot of knowledge to the subject and will help point out one of the biggest mistakes owners make. The other area of discussion will focus around real estate investing and some of the challenges on the tax side of things. He'll help explain the 1031 exchange and how that can be utilized by an investor. Plus, we'll talk about what else you should be thinking about and planning for before you decide to offload a property. Tax planning can be a tedious process for individuals but relying on an expert like Maille can save you a lot of time and money. Thanks for listening to this episode. We'll be back again next week for another show.   Read more and get additional financial resources here: https://maestrowealth.com/   About the guest: https://www.sharrardmcgee.com/addison-maille.php   Today's show schedule: 1:00 – Explain what you do from a process standpoint with clients. 3:22 – How do you help business owners get value out of their business in retirement? 4:57 – Dealing with business owners that have a book of business rather than hard assets. 6:45 – Two types of business sales. 7:40 – Biggest mistakes he's seen. 9:55 – Client with Real estate tax challenges and 1031 exchanges. 12:59 – Before you sell an investment property, let's look over these things. 15:04 – Get help from someone that knows how to do this. 16:12 – Tax planning now and preparing for end of year.  

The Real Estate CPA 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 dvice 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction. -- In this episode, we're joined by Timothy J. Wallen, CEO of MLG Capital. MLG is a real estate investment company diversified across many markets and asset classes including multifamily, office, retail, and industrial properties. Today we discuss with Tim his journey from a Tax Manager at a Big 4 to CEO of MLG Capital, his thoughts on office and retail spaces, where we are in the current market cycle, the future, tax strategies, the two ways to invest with MLG, and much more. Learn more about Timothy and MLG Capital: https://mlgcapital.com/ To learn more about The Tax and Legal Summit visit www.taxandlegalsummit.com and use promo code RECPA to get a 50% discount on your ticket! For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: www.therealestatecpa.com/the-ultimate…te-investors To sign up for our Virtual Workshops visit: www.therealestatecpa.com/virtual-workshop/ Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa/

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!

If you work in the corporate world, you are probably no stranger to receiving and possibly giving year-end reviews.  If you are a mom, you are also no stranger to molding and shaping your children with expectations, feedback and critiques.    Whether you are on the giving end or the receiving end, feedback and criticism are unavoidable whether it's personally or professionally.  Hearing potentially negative things about yourself or telling someone else how they need to improve can be awkward at anytime of the year.   No matter how hard you work, it's uncomfortable to be evaluated by others as the reviewee or to have to assess someone else as the reviewer.  It puts you in a vulnerable state and can often create a “vulnerability hangover” where you are completely drained emotionally and physically.      Even if you consider yourself someone with a “thick skin”, the subtle art of giving and receiving criticism is still a skill that's worth learning.  Whether you're on the receiving end in a formal review from your Tax Manager or on the giving end trying to help your child edit their English paper, knowing how to be the giver and receiver is helpful.   This week I'm going to discuss the difference between feedback and criticism and the subtle art of being on both the receiving end and the giving end.

Angel Montana is a Tax Manager based in Bethesda, Maryland. We talk about his disastrous vacation in Miami Beach, Angel's gambling schemes, his career in tax, and more. anderland explores topics and people from all walks of life. Each episode is a one on one conversation with people from business, entertainment, philanthropy, and many other areas. True to his roots, Ander is known to crack open a bottle of wine or two during the podcast - a recipe for open, honest, and fun conversation. As the son of Basque immigrants, Ander spent part of his childhood growing up in the hills of the Basque Country, Spain's northern region. He has a profound passion for his culture and has run with the bulls 23 times in Pamplona. When he is not podcasting or running with the bulls, he is a full-time finance professional. Ander's career has spanned the banking, energy, and travel sectors. The gates are now open. Welcome to anderland.

Kimberley Rowan, Tax Manager at Chartered Accountants Ireland, Peter Reilly, Tax Partner in PwC, and Paul Dillon, Council Member of Chartered Accountants Ireland and Tax Partner at Duignan Carthy O'Neill analyse Budget 2020.

Kimberley Rowan, Tax Manager at Chartered Accountants Ireland, Peter Reilly, Tax Partner in PwC, and Paul Dillon, Council Member of Chartered Accountants Ireland and Tax Partner at Duignan Carthy O'Neill analyse Budget 2020.

Crystal Lee VP of Recruitment for Search Masters LinkedIn: https://www.linkedin.com/in/crystaljlee/   Crystal Lee – VP of Recruitment for Search Masters specializing in placements for the world of Accounting, HR, Real Estate Development and Legal. Prior to becoming a full-time recruiter, Crystal had been in public accounting for over 12 years.  As a Tax Manager she focused on helping high net worth individuals with their tax compliance and planning needs while heavily participating in firm growth via recruiting. Crystal’s love for recruiting started with her days at University of San Francisco where she worked in HR for four years. After seeing that she was responsible for having hired nearly 30% of the staff at her last firm, she realized she had to go for recruiting full-time. Since the age of 5, Crystal was classically trained in ballet and jazz.  In high school she moved on to other dance styles including hip-hop and ballroom.  As an adult she joined Symbolic Mambo, a salsa team under the direction of Hong Kwon and then Ava Apple specializing in mid to low level lifts and tricks, performing all over the SF Bay Area.  No matter which position she’s in, she always finds that her dance background follows her from mental preparation down to when it’s time to perform an actual presentation, to really give people something to remember. crystal@searchmastersny.com In this episode, we discuss: How the discipline of dance and competition shaped approach to career Learning to speak out and participate Voicing your accomplishments and showing up Owning your skills and staying practiced Using salsa to teach people how to network Diving right in and just doing it! Taking action!

Simone Brown, Tax Manager at Rotherham Taylor, talks about Making Tax Digital and what it may mean for you and your business. Listen for an in-depth look at Making Tax Digital and what is changing. Subscribe to our channel to receive our latest podcasts. www.rtaccountants.co.uk

A big change to the UK's tax system starts next April, but are firms ready to comply? In barely five months' time, every business which is above the threshold for VAT must ditch paper-based record-keeping and get new approved software instead. The new rules are part of Making Tax Digital - and make it compulsory for them to keep electronic records of VAT and file returns to the Revenue directly from accounting software. It will apply to small businesses and sole traders if they are VAT-registered and have a turnover - not a profit, a turnover - of £85,000 a year or more. But accountants are worried that many businesses don't know anything about the changes. And there's concern about how much the new software will cost. If you're affected by the new rules or think you might be, get in touch. Call 03700 100 444. Lines are open from 1pm on Wednesday 24 October. Or email moneybox@bbc.co.uk or tweet @moneybox Guests: Anita Monteith, Tax Manager, Institute of Chartered Accountants in England and Wales Elaine Clark, Managing Director, Cheap Accounting Andy Chamberlain, Deputy Director of Policy, IPSE (the Association of Independent Professionals and the Self-Employed) Presenter: Paul Lewis Producer: Sally Abrahams

Episode 8 of the Fundamentals of Commercial Real Estate Investing is now available on your favorite podcast listening platform. In this episode, RealCrowd Co-Founder & CEO, Adam Hooper, discusses the tax advantages of real estate investing with Timothy Wallen, CEO of MLG Capital.Timothy Wallen, is a Principal, CEO, and sits on investment committee for MLG Capital. Tim joined MLG in 1989 as the Chief Financial Officer. In 2000, he assumed the role of Chief Executive Officer. He serves on the Board of Directors, and is an Officer for the MLG Affiliation of Companies including MLG Capital, MLG Development, and MLG Management. As CEO, Tim remains committed and involved with daily, integral functions of the investment and development segments. This includes long-term and short-term business strategies, innovative concepts to debt financing, and complex partnership structures. Tim is also a Principal and Board Member of NAI MLG Commercial, which provides Brokerage and Property Management services to Wisconsin.Prior to joining MLG, Tim was a Tax Manager with PriceWaterhouseCoopers in San Francisco and Milwaukee. He specialized in income tax planning for partnerships and corporations in the real estate industry. In 1989, he transferred to the Milwaukee office where he was promoted to the position of manager.*If you like this post, be sure to enroll in our free six week course on the fundamentals of commercial real estate investing — Enroll Now.*

In our feature with the South Africa Institute of Professional Accountants (SAIPA), we discuss the topic of Value Added Tax (VAT). An indirect tax that is unavoidable, there is more to its application. So to understand a bit more about it, we engage with Mr Sibusiso Thungo, the Tax Manager at the Institution to unpack this monster for us. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Paul Dillion, Tax Partner in Duignan Cathy O'Neill and Chartered Accountants Ireland Council member, Norah Collender, Tax Technical Manager and Crona Brady, Tax Manager in Chartered Accountants Ireland discuss the key points of Budget 2017.

Paul Dillion, Tax Partner in Duignan Cathy O'Neill and Chartered Accountants Ireland Council member, Norah Collender, Tax Technical Manager and Crona Brady, Tax Manager in Chartered Accountants Ireland discuss the key points of Budget 2017.

Jeremy Piccoli has some great insights to share with us as a male trailing spouse but also as a professional who helps companies plan expat packages for their employees. AIRINC (http://www.air-inc.com) as a Tax Manager providing tax data and consulting to multinational companies. When his wife was offered an opportunity to move to Switzerland for a one to 2 years assignment, Jeremy managed to negotiate with his employer to work from Basel, which came with the added benefit of servicing their European client base from the same time zone. The AIRINC Company (http://www.air-inc.com) is specialized in providing Housing, Cost of Living, Hardship, Tax and other global mobility data and advisory services to multinational companies. Glimpse on Jeremy's insights in this episode: What are the important things that companies and employees should consider before they sign the assignment agreement. How can companies make sure to have equitable and transparent expat packages. What are the type of packages that exist for expat employees. What are the tax regulations and important things that expats should know before they more abroad. What are the services and compensations that are most often offered to expat partners by employers. What was his experience like as a male trailing spouse in Switzerland.  Read his blog post: (https://airshare.air-inc.com/life-as-a-trailing-spouse-expatriate-in-basel-switzerland) Find Jeremy Piccoli and AirInc : Web: www.air-inc.com (http://www.air-inc.com) Linkedin: Jeremy Piccoli (https://ch.linkedin.com/in/jeremy-piccoli-8b190b53) [fbcomments] 

After you’ve sold your company, you’ll face the reality of having to pay capital gains tax on the proceeds, but there are ways to minimize these taxes. These methods can be discussed during the M&A process between the buyer and seller. In fact, the structure of the deal itself may be critical to help the sell-side business owner reduce their tax exposure.  Ms. Meghan Jodz, Sr. Tax Manager at Grant Thornton, LLP, talks with Deal Talk’s Jeff Allen about a “Tax Shield” and how both buyers and sellers of businesses can work together to take advantage of improved tax efficiencies to minimize the amounts they have to pay the IRS.

Cathleen Anderson runs her way to better client relationships   Cathleen Anderson is an avid runner of 5k’s and half-marathons. So much so that one time she actually them in consecutive days. Cathleen received her BS in Business Accounting from Indiana University and then went to work for a payroll processing company in her hometown of Elkhart, Indiana. She later moved to Pennsylvania where she worked in public accounting and earned her CPA. And for the last 14 years, she’s been at Burnham, working her way up to Tax Manager and Retirement Plan Administrator.         Other pictures of Cathleen (click to enlarge)   Cathleen and her family before the Bob Bard 5k in Quarryville, PA.   Cathleen running the Amos Herr Honey Run in Landisville, PA.

Liam Lynch, Tax Partner and Head of Insurance at KPMG and Deputy President of Chartered Accountants Ireland; Kim Rowan, Tax Manager at Chartered Accountants Ireland; and Paul Dillon, Tax Partner at Duignan Carthy O'Neill, discuss Budget 2016.

Liam Lynch, Tax Partner and Head of Insurance at KPMG and Deputy President of Chartered Accountants Ireland; Kim Rowan, Tax Manager at Chartered Accountants Ireland; and Paul Dillon, Tax Partner at Duignan Carthy O'Neill, discuss Budget 2016.

The Tax Man is Coming!  The year-end is just around the corner, so what should small businesses be thinking about to manage their tax bill?  This month’s Entrepreneur Exchange asks that question and more to Jeremy Fortner, Tax Manager at Martin Starnes and Associates CPAs, an accounting firm in western North Carolina.  Join co-hosts Jeff Neuville and Gary Muller to get ready for your end-of-year taxes and strategize on how to lower your bill.  Gary Muller is the Business Programs Department Head of Catawba Valley Community College, as well as a member of the National Association of Community Colleges for Entrepreneurship (NACCE).Jeff Neuville is the Director of the Small Business Center at Catawba Valley Community College, as well as involved in Business Assist NC