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Episode Title:Defined Benefit Plans Demystified: Expert Insights for Young CPAs with David PodellEpisode Summary:Co-host Hannah shares her experiences with tax planning and defined benefit plans, setting the stage for guest expert David Podell from Business Benefits Consultants. David demystifies defined benefit plans, emphasizing their relevance and tax advantages. The discussion covers identifying client opportunities, the importance of advisory roles, and resources for further learning.Episode Notes:"You could increase your retirement benefit, take money out of the business pre-tax, and I'm going to save you this on your taxes." -David PodellThe finer details of this episode:● Common misconceptions about defined benefit plans and their relevance in modern financial strategies.● Importance of collaboration with financial advisors, third-party administrators, and attorneys in implementing defined benefit plans.● Resources available for CPAs to deepen their understanding of defined benefit plans and tax strategies.● Encouragement for young CPAs to engage with clients and explore tailored financial solutions.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.com● We're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities● Check out Business Benefits Consulting! https://businessbenefitsconsultants.com/Timestamps:Introduction to the Episode (00:00:00)The host welcomes listeners and introduces the podcast's purpose for young accounting professionals.New Format Announcement (00:00:23)Hannah discusses the new episode format after attending a podcast convention, aiming for shorter content.Guest Introduction (00:01:00)Hannah introduces David Podell, an expert on defined benefit plans and tax planning.Complexity of Defined Benefit Plans (00:02:57)David explains the confusion surrounding defined benefit plans due to their complexity and lack of understanding.Multiple Players Involved (00:04:42)Discussion on the various professionals needed to manage defined benefit plans effectively.Trigger Words for Advisory Conversations (00:06:18)David shares key phrases that indicate a client may benefit from defined benefit plans.Selling a Business and Tax Structuring (00:08:13)Hannah discusses using defined benefit plans for tax benefits when selling a business.Retirement Planning and Asset Building (00:09:37)The benefits of using defined benefit plans for retirement savings while minimizing taxes.Plan Design Considerations (00:10:37)David emphasizes the importance of tailoring plan designs to meet specific client needs.Learning Resources for Defined Benefit Plans (00:12:46)David suggests resources for understanding defined benefit plans and associated terminology.Acronyms and Terminology Clarification (00:15:03)Discussion on common acronyms in the industry and the need for clear understanding.Importance of Coordination Among Advisors (00:16:25)The significance of having a coordinated approach among various financial advisors.Final Thoughts and Call to Action (00:19:09)David encourages listeners to evaluate clients who may benefit from defined benefit plans.Value of Defined Benefit Plans (00:20:06)Discussion on how defined benefit plans can enhance retirement benefits and provide tax savings.Call to Action (00:20:41)Encouragement for listeners to engage and ask questions about defined benefit plans.Contact Information (00:20:57)Details on how to reach Business Benefits Consultants for further inquiries and support.Gratitude and Reflection (00:21:30)Acknowledgment of the guest's insights and the value added to the listeners' understanding.Career Development Opportunities (00:21:41)Information on job opportunities for young CPAs at Summit Virtual CFO and Anders CPAs and Advisors.
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ASMR 20 Trigger Words In 3 Different Languages Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words (Sleepy, Stipple, Relax, Tingles)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words (Sleepy, Relax, TingleAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Do This, NOT That: Marketing Tips with Jay Schwedelson l Presented By Marigold
In this episode of Do This, Not That, host Jay Schwedelson discusses the emerging concept of AI trigger words in email marketing and their potential impact on email prioritization in inboxes. He also touches on upcoming TV shows and promotes the Guru Conference.=================================================================Best Moments:(00:40) Introduction to AI trigger words and their impact on email marketing(03:48) Apple's upcoming iOS 18 update and its effect on email prioritization(05:49) Examples of AI trigger words for email marketing(07:35) Promotion of Marigold, an email sending and loyalty marketing platform(08:34) "Since You Didn't Ask" segment discussing upcoming TV shows(10:10) Promotion of the Guru Conference, a free virtual email marketing event=================================================================MASSIVE thank you to our Sponsor, Marigold!!Marigold is a relationship marketing platform designed to help you acquire new customers and turn them into superfans with their best-in-class loyalty solutions. Don't take my word for it though, American Airlines, Honeybaked Ham, Title Boxing, and Notre Dame University are also customers!Regardless of your size, check out Marigold today to get the solution you need to grow your business!Check out this free content from marigold that Jay has loved digesting, 5 Steps For Selecting The Right Email Marketing Platform.
ASMR FRANCAIS 3DIO! (ear brushing, ear cupping, humming, trigger words.)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words YOU ChoseAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words in Different LanguagesAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
There are certain words in the birth and breastfeeding world that are triggering, right?! Liz and Shaina talk about each of those words and strategies for dealing with the triggering nature of them. We invite you to email us, DM us on instagram, or find some other way to contact us and tell us your thoughts. For more information about us, our birth education businesses, and the classes we teach, visit our websites and instagram profiles: Shaina--virtual or in person birth and breastfeeding classes, lactation consults in LA Email: shaina@preparented.com instagram.com/preparented www.preparented.com Liz--virtual and in person birth and c-section classes in LA/Santa Monica Email: Liz@birthandbeyond.net instagram.com/birthnurseliz www.birthandbeyond.net --- Support this podcast: https://podcasters.spotify.com/pod/show/thebirthnurses/support
ASMR Tingly Hand Movements & Japanese Trigger Words, Layered Sounds (Whispering)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Your Favorite Trigger Words WhisperedAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR to get sleepy (whispering, fluffy mic cover, trigger wordsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR whispered Trigger Words - cozy, blue yeti, cupped, white noiseAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words for DnD Players - whisper, rain soundsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Whispered Up Close Trigger Words ASMR - Stipple, Crackle, Swoosh etcAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Repeating trigger words (Whispering)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Repeating Trigger Words (Whispering)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Deep Ear Whispering Trigger WordsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode of The Cosmic Compass Podcast, I discuss some of the terms in astrology that cause people to panic. Fear mongering in astrology is a thing and it's not cool, so in this episode I debunk some of the fear around these terms and explain how they can be seen in a more positive light. This episode will be 1 of 2 parts. Next week, I hope to post the second part where I explain the most hated zodiac signs. I'll explain why they're so hated but why they're not that bad.To participate in the "Most Hated Zodiac Sign" poll before part 2 publishes: https://forms.gle/LpcLhou9ZoBjyBzA9Website: http://cosmicastronat.com Follow The Cosmic Compass on IG: http://instagram.com/thecosmiccompasspodcastFollow my astrology IG: http://instagram.com/cosmic.astronatFollow Natalina on IG: http://instagram.com/astro.natalinaTwitter/X: http://x.com/astronatalinaThreads: https://www.threads.net/@astro.natalinaTikTok: https://www.tiktok.com/@cosmic.astronatTo calculate your birth chart: https://www.astro.com/cgi/chart.cgi?rs=3&btyp=w2gw
ASMR Very Closeup Tingly Whispering & Tracing Trigger Words Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Close Up Whisper Tingly Trigger Words for SleepAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words~ Very Soft SpokenSemi-inaudibleAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Tingly Trigger Words To Help You SleepAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Fluffy Mic, Soft Whispering, Hand Movements and Trigger WordsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR new mics!!! ear to ear trigger words whispering no makeupAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR gentle wood tapping, ear blowing & trigger words in the rainAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR slow Fluffy Mic Sounds and ear to ear Trigger Words in the RainAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Bilingual Trigger Words & Mic Scratching - whispered, clicky, close upAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Air Tracing SLEEPY Trigger Words Fluffy Mic Close- Up WhispersAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The following episode is also available on YouTube: https://youtu.be/vlqOn3Zfhqk Do your sellers think it, or do they KNOW IT? That's what you, as the leader, should be asking your team. Today's guest is Simon Hazeldine. Simon works internationally as a keynote and conference speaker, sales transformation consultant, and as a sales and negotiation trainer. He's spoken in 30 countries and his client list includes some of the world's largest and most successful companies. He's also a neuroscience expert, with a strong understanding of how the human brain reacts to the selling process. In this episode you'll learn: How to lower the risk for potential buyers How you can build confidence with key decision-makers Why conversations win over sales pitches, every time. What are some simple, easy things you can do to build trust with your buyers -=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=- 8 Fundamentals for Building a Scalable Sales Model - Free Whitepaper Many sales leaders claim they are eager to build a scalable sales model positioned for growth – a model that will allow them to ramp up revenue dramatically, without causing stress. Is that even possible? The answer is yes... if you have the right processes in place. How do you make sure that happens? Here are eight ideas we are sharing with our clients. Download the free whitepaper at fullfunnelfreedom.com/scale -=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=--=+=- Your Brain at Work: Strategies for Overcoming Distraction, Regaining Focus, and Working Smarter All Day Long - by David Rock Collected Works of Simon Hazeldine on Amazon Simon's Website - simonhazeldine.com The Sales Chat Podcast Full Funnel Freedom https://fullfunnelfreedom.com Sandler on Instagram https://www.instagram.com/sandler_yyc/ Sandler in Calgary - www.hamish.sandler.com/howtosandler Connect with Hamish Knox on LinkedIn https://www.linkedin.com/in/hamishknox/ Sponsorship or guest inquiries - podcast@fullfunnelfreedom.com
ASMR Trigger Words For Sleep (occasional tapping & mic brushing)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Holiday Trigger Words & Mic Brushing (close whispering)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Sleep Time! - Belajar Bahasa Sunda Sampai Ngantuk 99,99% Trigger Words IndonesiaAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR DEEP Ear to Ear WHISPERING TRIGGER WORDSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Holiday Trigger Words & Air TracingAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Sleepy Trigger Words & Hand Movements Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Repeating Trigger Words & Hand MovementsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Repeating Trigger Words (Whispered & Close Up)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Repeating Trigger Words, Soft Kiss Sounds, Hand MovementsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Fall Decor Haul Decorating Whispering Cozy Trigger WordsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR You WILL fall asleep to this Inaudible Whispers, Mic Scratching, Trigger Words Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR this kids tablet WILL relax you trigger words & camera tappingAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR INVISIBLE TRIGGER WORDS TAPPING & SCRATCHING PINK TABLEAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Extremely Tingly Christmas Trigger Words Kisses, Mouth Sounds, Ear TappingAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR ~Extremely Tingly~ Trigger Words That Start With The LetterAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR SoftGentle Face Touching & Trigger Words Personal AttentionAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR ~Extremely Tingly~ Tascam Trigger Words Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
ASMR Trigger Words (Sleepy, Relax, Tingles, Stipple)Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Skeery has 3 triggers words, hubby, kiddo and doggo.Danielle wished a family member Happy Birthday. Sam went to see a show at a small intimate venue. Nate learned about Robert Oppenheimer on the weekend 'Oppenheimer' opens in theaters. Froggy can't take the heat in FL. Andrew has a trip for train riders 'Mind Your Business' after being yelled at.See omnystudio.com/listener for privacy information.