show episodes
 
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.
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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Deadhead Cannabis Show

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Deadhead Cannabis Show

PodConX, Jim Marty, Larry Mishkin, Rob Hunt, Dan Humiston, Jamie Humiston

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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, cannabis CPA Jim Marty and cannabis attorney / investor Rob Hunt share their cannabis stories and view of the industry. Produced By PodConX
 
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Mastering Money

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Mastering Money

Chartered Professional Accountants of Canada (CPA Canada)

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An original podcast from the Chartered Professional Accountants of Canada. Our financial literacy podcast talks about key issues, trends and tips as they relate to financial education. Disclaimer: The views and opinions expressed in this podcast are those of the guest and do not necessarily reflect that of CPA Canada.
 
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
 
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.
 
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, our Tax Minimization Program and more on our website: www.TaxSavingsPo ...
 
Meet Cindy McGhee, Child of God - Wife - Mom & CPA - in that order. She’s on a mission to propel more women business owners into the millionaires club at UpgradeU. She shares lessons learned on her 20 year journey from side-hustle pro to 7-figure CEO of her own CPA firm. This podcast will accelerate your entrepreneurial journey in pursuit of your own millionaire’s success story.
 
Relevant updates regarding your tax liabilities and tax deduction opportunities.About our firm:We are both a CPA and CTC (Certified Tax Coach) firm. -The CPA part lets you sleep safe at night that you are compliant, the CTC means we are always looking for tax savings while maintaining compliance. Our goal is to save you more in taxes than our fees. Published author: Mike helped co-author ‘Writeoffs to the Rescue! -‘Most business owners simply are not aware of all the strategies you can use t ...
 
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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
From the great minds at Cerebral Palsy Alliance (CPA), Cerebral Conversations tackles the biggest issues impacting people living with cerebral palsy and similar disabilities. We’re going all in on early intervention, advocacy, research, inclusion and a whole lot more, to untangle the curliest of ideas with the people who understand them best. Join our special guests and hosts for eye-opening, norm-challenging conversations. Listen to the powerful and poignant journeys of Australians living w ...
 
“Dear Accountant,” a uniquely insightful and entertaining podcast for aspiring young business professionals. Each episode is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As a Chinese emigrant, Ce ...
 
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspi ...
 
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Change Your Mindset

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Change Your Mindset

Peter Margaritis, CPA & C-Suite Radio

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Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
 
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The Veterinary Survival Show

51
The Veterinary Survival Show

Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM

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We know that running a veterinary business can sometimes feel like you're fighting your way through a jungle of financial insecurity, HR nightmares, and overall business confusion. Our goal is to give you the ideas and tools you need to not just survive in this jungle but to thrive in the veterinary industry. By combining over 50 years of knowledge and experience with differing opinions and a little humor, we will help you get the information you need to make the best decisions for you and y ...
 
Smart Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get smart strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Smart Strategy for CPA's is the show for you!
 
TaxGoddessLive is inclusive of all events, speaking, and other public connections of Tax Goddess Business Services, PC, Strategic Tax Coach, DropMyTaxes, and Tax Goddess International.This includes:1)Shauna A. Wekherlien, CPA, aka the Tax Goddess, Public Speaker2)Fireside Chats (our broadcast & podcast events)3)Webinars & Seminars: Educational & Topic Specific4)In-Person Events5)Social Media Presence (YouTube, FaceBook, LinkedIn, Twitter, etc)We strive to Educate, Entertain, and Inspire Entr ...
 
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Pay Play Profit

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Pay Play Profit

Jessica Mae and Marilyn Parham

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Hosted by Jessica Mae and Marilyn Parham CPA, the Pay Play Profit Podcast for eCommerce and Online Business features practical and passionate conversations about business, finance, tax, operations, leadership, growth planning, Profit First, and more. With decades of combined in-the-trenches experience serving small business owners and their teams, learn how to be a ProfitHERO™️ and what it takes to build an online financial powerhouse from startup to scale-ready while creating more pay, play ...
 
Welcome to The Tax Man, Tax Relief Podcast that helps guide you through the process of resolving your tax debt, taking overall communication with the IRS or the state and finding the best possible outcome for your situation, with your host, CPA, Jonathan Donenfeld. Welcome to The Tax Man, Tax Relief Podcast that helps guide you through the process of resolving your tax debt, taking overall communication with the IRS or the state and finding the best possible outcome for your situation, with ...
 
Parliamentary Conversations in the Commonwealth, a podcast by the Commonwealth Parliamentary Association (CPA), gives a voice to parliamentarians, civil society experts and activists across the Commonwealth to discuss common democratic challenges and share their ideas on what can be done to solve them. The CPA promotes knowledge of the constitutional, legislative, economic, social and cultural aspects of parliamentary democracy. Our work enables Commonwealth Parliamentarians and officials to ...
 
It’s astounding what one positive action or change—big or small—can do for a business. Improve staff morale, enrich the client experience, turbo boost operational efficiencies. All possible when firm leaders acknowledge issues and commit to making change…to getting a little better every day. In this modern-day fireside chat-esque podcast, Darren Root, CPA and 30+-year firm owner and serial implementer of change, strives to incite self-assurance and inspiration in accounting professionals who ...
 
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The Retirement Oasis Podcast

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The Retirement Oasis Podcast

Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA

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The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
 
The CPA Australia Podcast brings you the best in on-demand commentary and thought leadership across a variety of topics related to business, leadership and accounting. Each week, our podcast will help you increase your knowledge of business related topics and point you to some of the world’s best resources in strategy, finance and public practice accounting. Never miss an episode by subscribing today via iTunes.
 
If you're a CPA, an accountant, a bookkeeper, an office manager, or if you're an oil and gas operator that's doing the accounting yourself, you are who our brand new podcast is for. We’ve partnered with Tom Wierman, Executive Director of COPAS (The Council of Petroleum Accounting Society) to bring you the Oil & Gas Accounting Podcast. We noticed that no one has the conversations that actually help oil and gas accounting professionals do their job better, so we decided to change that and star ...
 
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Simply Tax

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Simply Tax

Damien R. Martin, CPA

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Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and thei ...
 
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 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. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers clos ...
 
Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
 
Dominate Your Dollar is the financial empowerment podcast designed to change your mindset surrounding money. Join Sammy Ndiyo, CPA every Tuesday as he offers his insight on how to make your money work for you. This podcast tackles real life money issues and gives actionable steps so you can start putting a strangle hold on your finances.
 
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show series
 
Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned coach, who works with women who want to leave their 6 figure job without sacrificing their lifestyle. Kara talks about the obstacle…
 
In this episode, Dave breaks down how you can start raising capital from your network to fund your real estate deals and grow your portfolio.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/taxsmartinvestorsTo grab the recordings from t…
 
Michael Fischer, CFP, director and wealth adviser for Round Table Wealth Management, provides an in-depth exploration of the preliminary proposal recently presented by U.S. House Democrats to fund President Joe Biden’s $3.5 trillion spending package. As part of his examination, Fischer looks at the impact it could have on the tax landscape for indi…
 
ERTC (rough timeline of events) Video Overview: https://youtu.be/5itRX5-mvLk ERTC program came out March 2020 ERTC program updated December 2020 IRS provides guidance in August 2021 – 16 months after the program started guidance was issued. Most business returns which has these credits have already been filed. As of 10-16-2021 the IRS is currently …
 
On Episode 52 of The Unique CPA, Randy talks to Craig Tobin of Tri-Merit about his Cost Segregation analysis services. With various tax laws becoming favorable, the opportunities for putting assets into a shorter life class, for lookbacks, and for other beneficial tax strategies are bigger than ever. Randy starts off this episode by sharing more in…
 
On this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thr…
 
Passive real estate investing is a popular way for high-income earners to gain financial freedom and multi-family real estate prices are skyrocketing. In this episode, David Steele joins Tom to help us discover how the pandemic is impacting real-estate investing, and if the market is over-heated or just beginning to rise. Learn more about your ad c…
 
Stephanie Palmertree, CPA, CGMA, saw a need for better continuing professional education at the Mississippi Office of the State Auditor. The speakers were the same every year, and the issues weren’t necessarily the ones faced by staff at her agency. So, CPE offerings were revamped, becoming more meaningful and targeted. Palmertree explains the why …
 
Listen to the full interview with IMA president Jeff Thomson on the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Want to learn how you can get CPE for listening to podcasts? Subscribe to get early access to the Earmark CPE mobile app when it launches this fall: https://earmarkcpe.com Subscribe to Earmark Apple Podcasts Google Podcasts…
 
Is the government going to start spying on your bank account? A recent proposal would require banks to report inflows and outflows over certain annual thresholds to the IRS. Learn what's been proposed, how it's changed over the past few weeks, and how it would affect your personal finances. Subscribe on YouTube! Download FREE Financial Resources fr…
 
On this episode Mike Jesowshek, CPA continues our "Healthcare Mini Series" with breakdown of the options that are available to those solo business owners out there with high medical costs. 1) What Is a Section 105 Plan? 2) How Do I Qualify for a Section 105 Plan? 3) How Does a Section 105 Plan Work? 4) Can You Give An Example of a Section 105 Plan?…
 
It’s important for all businesses and organizations, including dentists to have good online presence. This helps attract new patients and stay competitive with other practices. One sure way to accomplish this is by ranking on the first page of Google searches, meaning your practice shows up toward the top in the list of search results. In this epis…
 
A cerebral (palsy) conversation with Lia Sintras, Cerebral Palsy Alliance (CPA) client and Kosciuszko conqueror. Lia has lived with cerebral palsy since she was just a year old, which hasn’t stopped her for a moment. From climbing Mount Kosciusko to walking into her end of school formal (after over 500 hours of training no less), Lia knows better t…
 
A deal on budget reconciliation is proving elusive in Congress. Guest Travis Lucas is back with host Damien Martin to cut through the static of the headlines in Washington, D.C. Here’s what they cover: Impact of the 2022 elections Who’s against who Getting the requisite Democratic votes The new four tectonic plates Getting to a topline number Debt …
 
The act of selling can be overwhelming, especially when you're not sure what to say or how to approach the process. Joining Bob in this episode is Nikki Rausch, CEO of Sales Maven, an organization dedicated to authentic selling. As a highly successful sales coach, author, and speaker, Nikki transforms the misunderstood process of "selling" into tec…
 
Are Dave Ramsey's views on index funds right or wrong? And what should you do with an old 401(k) from a previous job? We'll walk you through these questions and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to…
 
https://vimeo.com/638335951 https://www.currentfederaltaxdevelopments.com/podcasts/2021/10/24/2021-10-25-s-corporation-basis-reporting-on-form-1040 This week we look at: More talking but no action in DC on pending legislation Rehiring retired employees discussed in IRS FAQ Appeals panel agrees that claim of right doctrine did not apply to grantor t…
 
This week on the Retirement Tax Services Podcast, Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. Today’s focus is tax planning strategy—by maximizing deductions—for yourself and your clients. Are you interested in content that provides you with action steps that you can take…
 
Dr. Gleb Tsipursky is the CEO of Disaster Avoidance Experts and the author of several books, including Returning to the Office and Leading Hybrid and Remote Teams: A Manual on Benchmarking to Best Practices for Competitive Advantage. He joins the show to lay out just why we can’t rely on our guts to tell us how to approach bringing workforces back …
 
Dion has a current net worth of 1.25M. He was divorced at age 40 when he had a net worth of -90K. He turned around his financial situation and became a millionaire under 10 years later at the age of 48. He owns 14 rental units (no stock market investments) which provide annual net cash flow of 84K; his max W-2 salary has been 75K. Dion has also wor…
 
Grateful Dead Live at Winterland Arena on 03-24-1971 The Grateful Dead's released their eponymous double-LP live album on October 24, 1971. In celebration of its fifth anniversary, Larry Mishkin, Jim Marty and Rob Hunt pay tribute to the masterpiece that's commonly referred to as Skull & Roses. Jim gives a live update from the MJBiz cannabis conven…
 
Recently I have read some alarming statistics that men are being affected the most in the global mental health crisis. I never think it’s easy to be men, I think we just don’t hear enough about what they have to go through. I have empathy for everyone because I honestly think no matter what gender, each has its own unique and different set of chall…
 
This week we look at: More talking but no action in DC on pending legislation Rehiring retired employees discussed in IRS FAQ Appeals panel agrees that claim of right doctrine did not apply to grantor trust stock sale IRS issues formal draft of S corporation basis reporting form You can stream or download this week’s broadcast below: A PDF with thi…
 
I am a natural entrepreneur. It’s not something I tried to be. I’m just wired this way. School does not teach you to be an entrepreneur. However, there is no doubt that certain subjects parallel my thinking as an entrepreneur. It may surprise you to know that the classes I took that most resemble my way of entrepreneurial thinking, were in the area…
 
Don't let compounding interest work AGAINST you! This episode is full of examples showing how small shifts in your thinking about everyday, necessary purchases can have powerful results. Whether it's your Netflix subscription or your mortgage, we'll show you how to assess which changes you should make to your spending habits to get the most out of …
 
Staff who aren’t a good fit for your firm’s culture aren’t likely to stay long. In this second part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, talks about interview questions to ask that can determine whether a job candidate will integrate well to your culture, and other key aspects of hiring for culture.…
 
Sponsors Rippling: https://cloudaccountingpodcast.promo/rippling Client Hub: https://cloudaccountingpodcast.promo/clienthub BaCo Tech: https://cloudaccountingpodcast.promo/baco Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook a…
 
Client advisory services (CAS) practices are growing rapidly, and Kalil Merhib, the vice president of Sales and Client Services for CPA.com, has details. Merhib discusses the recent CPA.com & AICPA PCPS Client Advisory Services Benchmark Survey along with the opportunities for firms interested in starting or growing CAS practices. Also, get a previ…
 
Divorce or separation can leave many women wondering what will come of their finances and how they will support themselves, their dependents, and overall lifestyle. For some, this means taking finances into their own hands for the first time ever and learning how to pave the way themselves. This episode, with certified financial planner Léony DeGra…
 
Internal Revenue Code (IRC) Section 1202 provides a meaningful exclusion for the gains from the sale of qualified small business stock (QSBS). Guest Rick Klahsen returns to the podcast with host Damien Martin to revisit how the enactment of the Tax Cuts and Jobs Act (TCJA) impacted this powerful opportunity and explore what proposed changes might m…
 
With inflation running rampant, how are you supposed to keep pace? What do we recommend for your wealth-building journey? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path …
 
On this episode Mike Jesowshek, CPA continues our "Healthcare Mini Series" with breakdown of the Health Savings Account (HSA). 1) What Is a Health Savings Account (HSA)? 2) What Are the Benefits of an HSA? 3) What Are The 2021 HSA Contribution Limits? 4) How Am I Eligible to Contribute To An HSA? 5) What Else Should I Consider When Thinking About A…
 
Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at SheThinksBigCoaching.com/subscribe-main-list Today we’re talking about How to Price Advisory Services. If you don’t know how to pric…
 
Welcome to the Dear Accountant podcast bonus episode! I’d like to re-broadcast and share this amazing conversation I had with Dr. Lunide earlier this year in her podcast, called the best morning routine ever. First of all, I love Dr. Lunide and everything she teaches about routine and discipline - definitely check out her podcast and subscribe as I…
 
In this second episode of this two-part episode, Phil continues his conversation with Arthur Garcia, a tech leader, co-founder and COO of SOMOS and co-founder of Contabi Alliance. Arthur talks about the accounting experience he received at this family’s restaurant instead of a public accounting firm. He also discusses how he helps accounting firms …
 
In this episode, Brandon and Thomas discuss some of the tax proposals that came out last month and what they might mean for real estate investors. 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/taxsmartinvestorsTo grab the recordings …
 
Year-end is the perfect time to decide if you're with the right accounting partner. In this episode, Ashley Travis, our digital marketing person at The Bottom Line CPA, joins us to talk about the top 12 questions you should consider asking when it's time to hire an accountant, tax preparer, or accounting team for your business. Ashley pulled these …
 
We can all be agents for change, but we need to find our voices first and the courage to speak up. In this episode, Bronya and Tara speak up about creating communities that empower those living with disability. How can we challenge governments to enact change that creates truly inclusive societies? What does advocacy really mean, and when does it r…
 
Having a good grasp of your organizational culture can help you hire the right people and adopt the right approach to change. But determining what type of culture your firm has isn’t always easy. In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in C…
 
If you're saving 25% of your income for retirement, is it okay to spend your disposable income on vacations and other fun things? Or should you try to always save as much as you can? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial O…
 
https://vimeo.com/634514024 https://www.currentfederaltaxdevelopments.com/podcasts/2021/10/17/2021-10-18-can-taxpayers-rely-on-irs-faqs This week we look at: Two weeks later, Congress is still working on the infrastructure and reconciliation bills IRS outlines information requirements for §41 refund claims Taxpayer is not getting impermissible doub…
 
For many small and medium-sized firms, a consultation with a “high-value” firm can be a nerve-wracking experience that takes them out of their element. In this episode of CPA Conversations, Loren Fogelman, price and profit coach for Business Success Solution, provides tips on the focal points to drive home when delving into the CPA sales process. T…
 
Micah Shilanski joins Steven on the podcast this week to talk about a recent experience his team had with a problematic tax return. Micah's team noticed some red flags and then sent the return to the RTS team for review. Keep listening to find out how they resolved the situation without ruffling any feathers.…
 
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