))
An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
…
continue reading
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
…
continue reading
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
…
continue reading
CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
…
continue reading
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
…
continue reading
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
…
continue reading
…
continue reading
A quick and topical discussion about your CAS practice, with your host Roman Villard. We'll cover high-level accounting, advisory, and operational frameworks to grow your CAS practice in less than 5 minutes.
…
continue reading
Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
…
continue reading
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia’s award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
…
continue reading
The Owner's Odyssey is a business podcast focused on exploring the unique journeys of real business owners co-hosted by Brook Gratia, Paul McCoy, and Zach Jones.
…
continue reading
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
…
continue reading
"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
…
continue reading
The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world’s largest accounting bodies, with core serv ...
…
continue reading
Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
…
continue reading
All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
…
continue reading
Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin share review past Grateful Dead concerts, discusses new music, shares music related news, concert updates and cannabis stories and his view of the industry. Produced By PodConx
…
continue reading
We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
…
continue reading
The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
…
continue reading
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
…
continue reading
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
…
continue reading
Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
…
continue reading
CFO THOUGHT LEADER brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
…
continue reading
Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
…
continue reading
Sales Tax & More is the weekly show that talks about everyone's favorite topic...Sales Tax! Listen in each week as we talk with experts, professionals, and more to help you understand this often-overlooked tax.
…
continue reading
The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
…
continue reading
California tax news snippets from the leader in California tax law analysis — Dedicated to bringing you tips and hot topics that will save you time and save your clients money.
…
continue reading
Welcome to Career Convos with Nikki, where I share my experiences as both a leader and an employee in corporate America. In these episodes, I cover everything from finding a job and landing that promotion to managing employees and navigating the unwritten rules as a black woman and disruptive millennial in the workplace. I also answer career questions from my audience, offering advice and insights to help you find professional clarity and pursue your career goals with confidence. I'll talk a ...
…
continue reading
David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represent ...
…
continue reading
You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
…
continue reading
This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
…
continue reading
John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
…
continue reading
Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia’s award-winning business magazine. Every podcast episode ...
…
continue reading
In this award-winning show, CPA Richard and Joe bring on excellent and interesting VIP guests and experts to discuss a wide range of topics ranging from great financial advice for family offices to guests from the worlds of entertainment, health, law, philanthropy and relevant areas about our lives, leisure, legacy and beyond. Whether financial expert or notable guest, listeners are treated to great informational and spontaneous, entertaining conversations. See awards at http://www.iymoney.c ...
…
continue reading
Real moms. Real mom financial issues. Real moms in business. Real stories. I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
…
continue reading
The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
…
continue reading
A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
…
continue reading
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
…
continue reading
This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
…
continue reading
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
…
continue reading
Join Tom Wheelwright as he discovers the momentum behind inflation with guest, economist, and author of "Shock Values: Prices and Inflation in American Democracy" - Carola Binder. Carola Binder is a nonresident fellow at the Hutchins Center on Fiscal and Monetary Policy and an associate professor of economics at Haverford College, where she teaches…
…
continue reading
1
Career Progression: The Power of Mentorship, Licensure, and Entrepreneurship
22:57
22:57
Play later
Play later
Lists
Like
Liked
22:57
In this episode, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Bertrand Maimo, CPA, MBA, founder and CEO of Mustardbridge LLC. Bertrand discusses his journey providing CFO consulting services and the transformative effect of earning his CPA license on his career. He emphasizes the importance of mentorship, the value …
…
continue reading
1
Steve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft Excel
1:50
1:50
Play later
Play later
Lists
Like
Liked
1:50
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading
1
Gamblers — File Your Taxes Before the IRS Does!
3:40
3:40
Play later
Play later
Lists
Like
Liked
3:40
Has your Partnership generated no income for the tax year and you are wondering if you have to file a tax return? Find out in this episode the answer(s) you are looking for! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/By Logan Allec
…
continue reading
1
Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively.
29:13
29:13
Play later
Play later
Lists
Like
Liked
29:13
Send us a Text Message. Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively. http://www.youtube.com/@CPACareerPathsBy Chris Deblanc, CPA
…
continue reading
On Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders On…
…
continue reading
I’ve been talking to several working moms lately and have been interested in the things they’re doing that are making it difficult for them to live their best lives. They’ve been sharing what’s working and what isn’t, but they’re also seeing their life from “inside their box.” What I mean by this is that they can get so caught up in their daily rou…
…
continue reading
1
The Future of Accounting: Leadership and Culture
42:44
42:44
Play later
Play later
Lists
Like
Liked
42:44
Liz Farr has had a remarkable life’s journey, from a childhood where she learned accounting principles, to many years later taking a tax preparation class, then working as an accountant navigating chaotic tax seasons, to finally, becoming a successful ghostwriter and podcast host. Join John Randolph on Episode 44 of CPA Life as he gleans insights f…
…
continue reading
1
EP 61 - FOOLISH Online Tax Tips to AVOID!
22:32
22:32
Play later
Play later
Lists
Like
Liked
22:32
Send us a Text Message. To learn more about becoming a client go to: https://membership.markperlbergcpa.com/apply It's time to debunk some of the most misleading tax advice that could be costing you money and peace of mind. Ever heard that you need an LLC to claim tax deductions? Think again! We'll reveal why this is a myth, and show you how the ta…
…
continue reading
1
49 - Lessons from Gaynor Hardy's Marketing Journey
44:22
44:22
Play later
Play later
Lists
Like
Liked
44:22
Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey f…
…
continue reading
1
Why Trump's Plan To Raise Tariffs Will Backfire
1:05:11
1:05:11
Play later
Play later
Lists
Like
Liked
1:05:11
Blake and David Leary dive into several hot topics in the accounting world including the IRS's renewed focus on enforcement, targeting high-income individuals and non-filers, as well as the push to regulate non-credentialed tax preparers. They also explore the ongoing US CPA shortage and discuss potential solutions, including changes to education a…
…
continue reading
By Nikki Winston, CPA
…
continue reading
In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing fea…
…
continue reading
1
Ep 5. S 2 - Raising Fees - Why is it so hard?
34:38
34:38
Play later
Play later
Lists
Like
Liked
34:38
Welcome to our exploration of a topic that many tax professionals and licensed practitioners often grapple with: raising fees. Despite the ever-present dynamics of inflation and market forces, numerous professionals find it incredibly challenging to increase their rates. In this episode, we'll dive into several key reasons behind this hesitation an…
…
continue reading
Financial Updates the Size of Texas - Fintech Flo: Episode 31 (7/25/24) Everything is bigger in Texas, which is where this episode of the FinTech Flo is taking place! Rightly so, the Great Resignation is over and the Big Stay is happening, but how does it impact accounting jobs? Also, Kirschner is set to hang out for the rest of his life with SBF, …
…
continue reading
1
#60 - Handling Social Anxiety As An Accountant
27:55
27:55
Play later
Play later
Lists
Like
Liked
27:55
This episode is all about a topic that many of us deal with but often keep to ourselves—social anxiety. As accountants, the pressure to perform and maintain professionalism can heighten these feelings, making social interactions challenging. Consider the following: Have you ever felt your heart race and your palms sweat at a company event or client…
…
continue reading
May 26, 2013 The post Thomas McLoughlin of UBS Discusses Government Debt and Bonds appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
…
continue reading
1
Cautionary Tales - Should All Software Companies Be On Autopilot?
21:57
21:57
Play later
Play later
Lists
Like
Liked
21:57
Today we will talk about: Cautionary tales What should these business’s do going forward Bonus Content: How much power do states have?
…
continue reading
This week, Buck and Zulfe discuss various topics related to wealth and finance. They start by talking about the mindset of the wealthy and the common denominators among successful people. They also discuss recent political events and their potential impact on the market. They then delve into the current state of interest rates and how it affects re…
…
continue reading
1
How to Catch Up for Retirement When You're Older
25:18
25:18
Play later
Play later
Lists
Like
Liked
25:18
We got a good question from Humphrey Yang: "H
…
continue reading
1
Five Considerations Before Breaking Up with Outside Insurance
1:05:59
1:05:59
Play later
Play later
Lists
Like
Liked
1:05:59
Janice Hurley has helped practices across the country increase their profit margins by decreasing their dependency on outside insurance plans. In this episode of The Art of Dental Finance and Management, Janice walks Art through the five things any dental practice must consider before dropping an insurance plan, as well as how to prevent losing pat…
…
continue reading
1
How ANY Business Owner Can BEAT The IRS In 15 Minutes
16:04
16:04
Play later
Play later
Lists
Like
Liked
16:04
Send us a Text Message. Are you leveraging the right tax strategies to minimize your business's tax liability and maximize your savings? In this episode, Mike Jesowshek offers a comprehensive guide on tax strategies for business owners to minimize tax liability and optimize financial planning. He emphasizes the importance of understanding the appro…
…
continue reading
In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive in…
…
continue reading
1
1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc.
42:32
42:32
Play later
Play later
Lists
Like
Liked
42:32
Josh Schenker may well be the only CFO we’ve interviewed who claims to have dropped out of high school—which he actually did, in order to accelerate his academic ascendance by passing the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. “I never received a diploma from my high school, so,…
…
continue reading
“We all have the right to try something different, to express ourselves, to challenge ourselves,” says Jane Bertch, owner of La Cuisine Paris and author of the memoir “The French Ingredient.” In this episode, she joins Nesha Pai to share her journey from banking to entrepreneurship in Paris. Jane explains how a vision during a low point in her life…
…
continue reading
1
Steve Yoss, Quick Tech Talk: Creating Powerful and Effective Presentations Using Microsoft PowerPoint
1:45
1:45
Play later
Play later
Lists
Like
Liked
1:45
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading
In today's podcast Paul has a conversation with Scott Brown, a professor at the University of Missouri. In his career, Scott has specialized in the livestock industry including dairy and help formulate policy for multiple Farm Bills. Scott has been part of the FAPRI team for many years and we review the goal of FAPRI and discuss some of the trends …
…
continue reading
1
Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
51:59
51:59
Play later
Play later
Lists
Like
Liked
51:59
Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks’ $10 million worth of farm land? Is Terry on track for retirement? That’s today on Your Money, Your Wealth® podcast 487 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, should Fred and Wilma use their 401(k) money for living e…
…
continue reading
1
283. How Doctors and Professionals Buy Back Time with Real Estate Investing
35:16
35:16
Play later
Play later
Lists
Like
Liked
35:16
In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.They cover:- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.- What types of investments …
…
continue reading
1
Deduct Your Down Payment on a Rental Property : Cost Segregation with Yonah Weiss
34:00
34:00
Play later
Play later
Lists
Like
Liked
34:00
This week, Cameron and Anthony interview Yonah Weiss, also known as the "Cost Segregation King," to explore the nuances of cost segregation in real estate investing. Yonah discusses his journey from teaching to mastering real estate and explains cost segregation as an advanced depreciation strategy. The hosts and Yonah delve into the practical bene…
…
continue reading
1
Adam Lean: Get Out of the Accountant’s Trap
1:04:53
1:04:53
Play later
Play later
Lists
Like
Liked
1:04:53
Be unstoppable without sacrificing your soul. The Disruptors With Liz Farr Like many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the …
…
continue reading
1
Vimal Bava: Grow in Your Journey; Don’t Just Go Through It
37:26
37:26
Play later
Play later
Lists
Like
Liked
37:26
Humans are the most advanced supercomputers, but there’s no user manual. The Disruptors From the CPA Trendlines network With Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a p…
…
continue reading
May 19, 2013 The post Serving Through Leadership with Art Barter appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
…
continue reading
1
Can the IRS Take Money From Your Bank Account Without Notice?
4:30
4:30
Play later
Play later
Lists
Like
Liked
4:30
Are you worried the IRS is going to take money out of your bank account when you least expect it? Find out if they can in this episode! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/By Logan Allec
…
continue reading
1
Federal Tax Update: IRA Finalizes RMD Regulations
50:18
50:18
Play later
Play later
Lists
Like
Liked
50:18
https://vimeo.com/988144718?share=copy https://www.currentfederaltaxdevelopments.com/podcasts/2024/7/21/2024-07-22-ira-finalizes-rmd-regulations This week we look at: Taxpayer can’t simply rely on tax software when preparing their return, even if they aren’t being nominated for Secretary of Treasury IRS finalizes SECURE Act/SECURE 2.0 Act required …
…
continue reading
1
Budgeting vs. Cash Flow Management: What’s the Difference?
30:55
30:55
Play later
Play later
Lists
Like
Liked
30:55
"
…
continue reading
1
Grateful Dead Gems: Reliving a Classic Ventura Show
1:36:57
1:36:57
Play later
Play later
Lists
Like
Liked
1:36:57
Phish Tour Kicks Off: Anticipation and Reflections from the Road Larry Mishkin is excited about the ongoing summer tour of the band Phish, particularly looking forward to their upcoming shows at Alpine Valley and St. Louis. He reflects on a Grateful Dead concert from July 22, 1984, at Ventura County Fairgrounds, sharing personal memories of attendi…
…
continue reading
1
COVID tax fraud that hasn't ended yet with Catherine Tindall
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23
In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in he…
…
continue reading
1
Randy Crabtree: Stress Management for Overworked Accountants
1:00:29
1:00:29
Play later
Play later
Lists
Like
Liked
1:00:29
With Seth Fineberg for CPA Trendlines Randy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows. MORE CRABTREE: Follow These 3 Rules to Keep Employees Happy More takeaways: – Practi…
…
continue reading
1
1,018: From Complexity to Clarity: Simplifying Business Segments for Investor Insight | Shelagh Glaser, CFO, Synopsys
54:44
54:44
Play later
Play later
Lists
Like
Liked
54:44
When asked to share a single career chapter that has influenced her strategic mind-set as a finance leader, Synopsys CFO Shelagh Glaser knew exactly what to cite. She described a period that had unfolded during her 29 years at Intel Corp., when—seemingly overnight—consumer appetite for tablets had begun to upend Intel's enduring PC chips business. …
…
continue reading
The idea that individuals gravitate towards their perceived financial worth can be observed in various real-world scenarios. Consider the case of lottery winners. Research has shown that a significant percentage of lottery winners eventually revert to their pre-lottery financial status within a few years. Despite the sudden influx of wealth, these …
…
continue reading
1
Lengendary Tennis Matches:’Mother’s Day Massacre’ and ‘Battle of the Sexes’, interview with Bobby Riggs’ Practice Partner, Lornie Kuhle
May 12, 2013 The post Lengendary Tennis Matches:’Mother’s Day Massacre’ and ‘Battle of the Sexes’, interview with Bobby Riggs’ Practice Partner, Lornie Kuhle appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
…
continue reading
Quick Tax Tip With Art Werner What are we really trying to accomplish in the area of fringe benefits? We're really trying to find a way to create what I call pseudo-compensation. CPE Webinar: Maximizing Fringe Benefits Strategies for Business and Personal Needs in 2024 and Beyond Wednesday, July 31 9 AM ET / 6 AM PT 8 Credits With Art Werner, J.D. …
…
continue reading
1
Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season
59:14
59:14
Play later
Play later
Lists
Like
Liked
59:14
Seth Fineberg With Eric Green Renowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg. MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services | Higher Fees to Start…
…
continue reading
1
Steve Yoss, Tech Talk: Data Integrity for a Digital World
2:53
2:53
Play later
Play later
Lists
Like
Liked
2:53
Quick Tech Talk With Steve Yoss CPE Today Today, most companies leverage six to 12 main systems inside their companies, including operations such as accounting, inventory, HR, payroll, and more. That's why it's critical to have a digital source of truth or a central system that can be trusted to deliver accurate information. Click here for more Ste…
…
continue reading
1
239 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 2
31:27
31:27
Play later
Play later
Lists
Like
Liked
31:27
In this episode, we had the pleasure of hosting Da Li, a serial entrepreneur who shared his remarkable journey from entrepreneurship in China to creating sustainable home products. Da Li's diverse experiences and insights provided an enriching conversation on entrepreneurship and cross-cultural engagement. 1. Entrepreneurial Journey in China (00:00…
…
continue reading
1
Why Does the IRS Go After Truck Drivers So Hard?
3:16
3:16
Play later
Play later
Lists
Like
Liked
3:16
Why does the IRS love going after truck drivers so much? Find out in this episode! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/By Logan Allec
…
continue reading
