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.
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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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.
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Making fun of finance. 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 answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Fraud Talk is the monthly podcast of the Association of Certified Fraud Examiners (ACFE). In these sessions, we break down case studies, talk with the anti-fraud industry’s leading experts, and give you more tools to spot, fight and prevent fraud.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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CPA Conversations podcast series focuses in on accounting-related news and hot topics.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or commercial property. This show is designed to guide and empower you in strategizing and actualizing Your Real Estate Life. Discover a wealth of knowle ...
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If you have tax problems, or if you'd like to know more, these are just a few things I may be able to resolve for you: How to handle a notice from the IRS, What to do if you haven’t filed your taxes yet, and How to handle debt collection programs. Join me for two programs a month as I tackle these issues and more!
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In the "SaaS Blast" podcast, Carla McRae, a fractional Chief Financial Officer, Certified Public Accountant, and seasoned financial expert, guides SaaS founders through the intricacies of financial management in the tech industry. With her wealth of experience, Carla breaks down complex financial concepts into digestible insights tailored specifically for SaaS entrepreneurs.
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The Find Your Feisty Podcast is where inspiration meets courage to create your feisty. Tired of putting your “real” life on hold? Do you put everyone else before yourself? Living your best life starts NOW. I’m your host, Shawna O’Hagan Morrow -- Certified Life Coach, Weight Coach, BARE Coach, as well as, a Certified Public Accountant. Through stories of my own learned lessons, aha moments, blunders, and successes we will connect, laugh, and get motivated. My journey has been built on the sto ...
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Learn all the tips, tricks and more for wealth management, retirement planning and more!
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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In this podcast series, we will explore the many ways to turn your passion project into a sustainable business. I will provide useful and relevant tips to help you turn that dream into a reality. Any financial decision you make should be in conjunction with a Certified Public Account and any business legal issues should be in conjunction with a legal professional. Support this podcast: https://podcasters.spotify.com/pod/show/tracy-misner/support
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This is a central-Florida based podcast targeting business owners and those looking for best practices and advice from one of the areas most trusted Certified Public Accountants, Carol Felsing. Carol shares her knowledge on topics ranging from tax preparation to estate planning. The advice she gives applies to both businesses and individuals looking to improve their financial life.
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Have you or your loved one been affected by a preventable medical error? Have you experienced harm or been dismissed by the healthcare system? Do you want your voice to be heard and matter in all healthcare settings? Do you wonder when your voice will matter and bring about change? Then please join me, Krista Hughes, your host and board-certified patient advocate. If you are a patient or caregiver, this podcast is for you. It is where your voice truly matters. Bi-weekly on Tuesday, you will ...
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PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
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Welcome to the Slay Your Financial Giants Podcast, a show where personal finance meets purpose with financial planner and author Trent Benedetti. A career spanning decades in the financial world, Trent brings unique blends of modern financial principles and deep Biblical wisdom, helping listeners conquer their biggest financial challenges while staying true to their core beliefs. Trent Benedetti, the founder of Benedetti Financial, is a licensed Certified Public Accountant and Certified Fina ...
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Let us dive into the world of corporate integrity, ethical leadership, and its success factors. Without being sensitised, we quickly find ourselves surrounded by different patterns of white-collar crime, non-compliance, and cyber-crime. Compressed knowledge in easily digestible doses to protect your company, your employees, your customers, and yourself - as a business leader or entrepreneur. Are you a decision-maker? A game changer towards corporate integrity and ethical leadership? The podc ...
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LIVE MONS 11 AM ET/10CT/9MT/8PT The Kathleen Riessen Show: Pushing the Boundaries of Leadership Join host Kathleen Riessen, Advisor to today’s business leaders, as she and her guests discuss the real questions leaders have on their minds like how to create an emotionally intelligent company, how to evoke the highest level of performance in employees and how to be a spouse, parent, volunteer and leader all at the same time. As a former Certified Public Accountant turned marketing strategist t ...
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SkillFront SkillFront: Skill Platform For Professionals. SkillFront (https://www.skillfront.com) Is The Premier Skill Development and Official Credentialing Organization, Compliant With ISO/IEC 17024:2012 Standards For Certification Bodies. RESOURCES & LINKS: SkillFront: https://www.skillfront.com SkillFront is a public-benefit certification body that provides education and certification services. SkillFront operates under industry-approved international standards and requirements, and maint ...
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This is Money Talks on TEA Project, A Personal Finance Podcast. Your hosts, Gadiel and Michelle Espinoza. A husband and wife duo, where they discuss Personal Finance, Managing a Household, and so much more. Gadiel is a father, husband, a Military Veteran, and a Lawyer. Michelle is a mother, wife, BOSS, and a Certified Public Accountant. Each week they will be providing you with fresh and valuable content. So, stay tuned and enjoy.
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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Are you addicted to personal growth? I am! I love, studying, and growing. Here I will interview proven leaders in their fields, Unicorns, as I call them. In my own study, I’ll continue to read books, listen to a lot of podcasts, coach and be coached. Please join me here every week where I share, interview, and summarize these takeaways a digestible discussion. Offering tips and and tools that help you unleash your inner Unicorn. Your rare, remarkable, and extraordinary genius. It’s there. I ...
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Hosted by a former white-collar federal criminal investigator, this bi-weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every episode is a conversation with an expert in the fraud or forensic accounting industry who has a story to tell, ideas and wisdom to share, successes to inspire, and failures to confess. Where can you find the right credentials for your career? Where can you find the right tra ...
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Teaching Canna-Business owners how to effectively manage all aspects of their business, increase profits and get results. Our expert host Kenneth Burke coaches you on the "do's and don'ts" of running your canna-business, with insight, advice and war stories from the trenches from established leaders in the cannabis industry.
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466: The Four A’s of a Regret-Free Retirement
27:36
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Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? In this episode, we discuss: What it means to have a non-financial, diversified retirement How to create a life map How to leverage your past to create a fulfilling future The concept of “radical resistance” Today's article is from …
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Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business pl…
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249: Are Your Business Finances Out Of Control Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed
19:38
19:38
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Whether or not you feel you have control of your business finances, you want to make sure you are doing everything you can so that you can end this year in control. These next few weeks will fly by so quickly, and before you know it, you’ll need to gather all your financial information to prepare your tax return. In today’s podcast episode, I’m tal…
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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Spitballing Early Retirement for the One Percenters - 502
33:23
33:23
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Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money…
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Ep.51: Relevancy grows with adaptive thinking
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Ep.51: Relevancy grows with adaptive thinking http://www.youtube.com/@CPACareerPathsBy Rosey Flaherty, CPA, MSA
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248: Prioritizing What Matters Most Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
4:13
4:13
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How often do you find yourself short on time? Our lives are busy, and when we find ourselves with more things to do and not enough time to get it all done, it forces us to prioritize what matters most to us. Wouldn’t it be great if you had the time to do everything you wanted to do? One of the things I work with my clients on is making sure they ar…
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How Fraud Week Transformed Community Engagement for the Washington State Auditor’s Office - Brandi Pritchard - Fraud Talk - Episode 150
31:35
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Join ACFE Public Relations Specialist Stefanie Hallgren in this episode of Fraud Talk, as she dives in with Brandi Pritchard, Assistant Director of Special Investigations at the Washington State Auditor's Office. With International Fraud Awareness Week on the horizon, Pritchard shares the story behind the Auditor’s Office’s dedication to fraud prev…
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465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts
23:15
23:15
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What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes. In this episode, we discuss: Current tax deduction vs. ongoing tax deferral Impact of the SECURE Act Why tax location is important How to factor in tax-free accounts Today's article is from Mornin…
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October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments
23:57
23:57
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Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains th…
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247: Increasing Your Side Hustle Profits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed
22:32
22:32
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When you start your business or side hustle, your goal is more than likely to become successful. But what makes your business a success? Do you think that bringing in considerable amounts of sales or revenues determines your business’s success? Is it the number of clients or customers you have? It’s easy to listen to other business owners talk abou…
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Being Discharged from the Hospital Too Early and the Harm It Causes for Patients
20:47
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What to expect in this episode: In this episode, we will discuss something that can be stressful and even a little scary for patients: being discharged from the hospital too soon and the risks. Have you ever felt like you weren't ready to go home but were discharged anyway? You're not alone. In this episode, I will explain why this happens, what yo…
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How to Reduce the Widow’s Tax Penalty - 501
36:17
36:17
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Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washington state is 55 and her husband is 70. Should she retire now and do aggressive Roth conversions before her husband passes? We’re talking about the widow’s tax, tod…
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What You Need to Know About Beneficial Ownership Information Reporting | Part 2
58:03
58:03
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In Part 2 of their BOI series, Roger and Annie tackle the most challenging aspects of beneficial ownership reporting requirements, focusing on determining who qualifies as a beneficial owner and the significant penalties for non-compliance. They dissect FinCEN's FAQs about substantial control while highlighting concerning gray areas that could put …
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Ep.50: Declining CFO offer; prefer Controller role
35:31
35:31
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Declining CFO offer; prefer Controller role http://www.youtube.com/@CPACareerPathsBy Rosey Flaherty, CPA, MSA
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246: Does Success Make You Happy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
3:59
3:59
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We are often led to believe that happiness comes from achieving success. We think that when we get something we think is successful in our life, then we’ll start being happy. Success and happiness are actually two totally separate mindsets. Think about it. There are so many people in this world who are successful, and yet they are so unhappy. The r…
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464: The Conscious Elder Revolution: Reclaiming Ancient Wisdom for a Deeper Life
26:50
26:50
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What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…
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Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insig…
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Inflation Fears...Interest Rate Trick or Treat?
56:40
56:40
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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245: How To Get Your Side Hustle Started Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed
20:48
20:48
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Starting a side hustle can be overwhelming unless you take the right steps, make sure you are covering all the necessary requirements, and understand what the demand is going to be on not only yourself but your lifestyle as well. There are many points to consider, and the more that you can review these before jumping into you’re your side hustle, t…
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This week Isaac is joined by Noah Waisberg, founder of Kira Systems and Zuva, to discuss his journey from lawyer to AI entrepreneur. Noah shares insights on the evolution of contract analysis technology, from early machine learning approaches to today's large language models. The conversation explores the intersection of legal and accounting AI, de…
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Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
50:52
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For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we’re celebrating The Top Funniest Moments From the Your Money, Your Wealth® Podcast, Vol. 2. (Check out episode 300 from way back in November of 2020 for Vol. 1.) For this episode, Executive Producer Andi Last compiled some rare, n…
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Planning for the Future: Embracing Happiness, Stewardship, and Our Calling
37:11
37:11
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In this episode, Trent Benedetti explores Chapter 10: Planning for the Future and Chapter 11: Happiness, Stewardship, and Our Calling, offering insights on estate planning, tax strategies, and the spiritual dimensions of financial decisions. He explains tools like revocable living trusts for protecting assets and dives into the purpose of wealth, e…
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What You Need to Know About Beneficial Ownership Information Reporting | Part 1
51:55
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In part 1 of this 2-part series, Annie and Roger dive into the complexities of the new Beneficial Ownership Information (BOI) reporting requirements. They discuss who needs to file, key deadlines, and potential risks for tax professionals assisting clients with compliance. The hosts emphasize the importance of understanding the current guidance, pr…
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Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities.
38:59
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Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities. http://www.youtube.com/@CPACareerPathsBy Zach Donah, President & CEO of MassCPAs
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244: Learning How To Fail Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed
4:24
4:24
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So often in our lives, we set goals and strive for success. We want to win at everything we do, but there will be times when things don’t go as originally planned, and we fail. It’s okay to fail, and there are people who will tell you that you need to fail many times before you succeed, so why are so many of us afraid to fail? Why do we put things …
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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463: Why Investment Survival is Key to a Successful Retirement Portfolio
25:00
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Your bottom line when it comes to successful investing for retirement isn’t maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, but having the ability to manage your emotions. In this episode, we discuss: What it means to “diversify from disaster” Understanding investment longevity How…
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1
QuickBooks Online October 2024 Updates
1:04:15
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Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share …
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243: Make Money With These Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
17:27
17:27
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A side hustle or side gig simply means you are taking on additional work outside of your regular job. Having a side hustle can be a great way to earn some extra income, and how much income you make in your side hustle depends on what you put into your side hustle. In today’s podcast episode, I’m covering some of the top side hustles you can jump in…
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Ep.48: Human connection is what people love the most.
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Ep.48: Human connection is what people love the most. http://www.youtube.com/@CPACareerPathsBy Zach Donah, President/CEO of MassCPAs
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Understanding Advanced Directives, Power of Attorney, and POLST
17:41
17:41
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What to expect in this episode: In this episode, I will discuss advanced directives, POA (Power of Attorney), and POLST. These tools ensure that your healthcare preferences are honored even when you cannot communicate them. They also provide clarity for healthcare professionals and loved ones. And as always, I will answer the question, "What could …
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How to Get Into Real Estate Investing, Spitballing Retirement - 499
34:24
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Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he do Roth conversions? Jenn in Ohio wants the fellas to be brutally honest about whether she should move with work, take a break, or retire now. And "George and Weezy" are in their mid-50s - can they "m…
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Financial Freedom through Learning and Giving
25:31
25:31
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In this episode, Trent Benedetti dives into Chapter 8: Pursuing Wisdom and Education, and Chapter 9: Growing a Generous Spirit. Trent explores the importance of a growth mindset and lifelong learning, emphasizing how continuous education can shape financial and personal success. He shares practical advice on integrating a mindset of growth into dai…
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462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin
1:03:45
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Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger Personal Finance. She also has a new edition of her bestselling book, Maximizing Social Security Benefits, a must-read for retirees and pre-retirees. My fi…
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242: Managing Negative Emotions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed
4:05
4:05
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How often do you find yourself feeling a negative emotion? What do you find that you do whenever you have these negative feelings? Do you find yourself negotiating with yourself when you feel a negative emotion? Do you do something to resist your negative feelings that don’t ultimately get you what you want in your life? You can manage these negati…
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What Goes Up...Must Come Down...When is What We Ask
56:35
56:35
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56:35
Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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461: The Retirement Myth: How to Revisit, Reflect, and Reinvent Your Next Chapter
26:10
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Retirement isn’t the finish line. It’s a time to rewind and rediscover the next phase of your life as a time of reinvention and impact. In this episode, we discuss: The origins of retirement How to navigate forced retirement What is a “Repurposement Plan”? Today's article comes from our very own blog titled, Rewind Retirement: Revisit, Reflect, and…
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Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…
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241: Should You Start A Side Hustle Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed
16:53
16:53
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People start side hustles for many reasons, but one of the top reasons is so they can make additional money. With the cost of living rising, many people are looking for additional ways to make ends meet since the income they are getting from their job isn’t meeting all of their needs. On average, one in three people has a side hustle. In today’s po…
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Building Your Cloud-Based Audit Tech Stack
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This bonus episode explores the evolving landscape of audit technology, focusing on the shift from all-in-one solutions to integrated, best-of-breed tech stacks. Industry experts discuss the key characteristics of modern audit tools, including cloud-based architecture, open APIs, and a commitment to continuous innovation. The conversation culminate…
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Spend RMDs, or Reduce Reduce Distributions and Taxes With Roth Conversions? - 498
39:10
39:10
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Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth accounts for tax-free retirement income? Clark and Ellen are 69 and 68, expenses will pretty much be covered by their fixed income, but they’d like to leave Roth money to their kids. Should they keep converting to Roth, or use required minimum distribu…
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Smart Investing Without Market Timing or Complex Holdings
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In this episode, Trent Benedetti breaks down key insights from Chapter 6, Investing: The Case Against Market Timing and Security Selection, and Chapter 7, Holdings: Smart Investing Simplified. Trent explains why trying to time the market or pick individual stocks rarely works, sharing research-backed strategies for smarter, long-term investing. You…
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How Modern Firm Owners are Addressing Common Industry Woes
1:00:34
1:00:34
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Zach Warren from Thomson Reuters Institute and Amanda Aguillard from Padgett dive into the pressing challenges facing modern accounting firms, particularly those in the mid-sized range. They explore innovative solutions to the talent shortage, discuss the surprising resilience of time-based pricing, and emphasize the critical role of technology ado…
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Ep.47: Impossible until it's Inevitable http://www.youtube.com/@CPACareerPathsBy Okorie Ramsey, CPA
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240: Controlling How You Can Feel Better Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed
5:01
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When I ask my clients what they want to improve in their lives, I often hear that they want to be happier or feel better. There may be other things they say, but all in all, almost everything leads to them wanting to live a happier life. Take a second and ask yourself what you’d like to see improved in your life. Does it ultimately make you feel ha…
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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1
460: Are We in the Longest Bull Market in History?
21:58
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Are we living in the longest bull market in history – or is a major market crash on the way? To gain some clarity, it can be helpful to understand how today’s economy compares to years’ past. In this episode, we discuss: Today’s market vs. the 80s and 90s Cyclical vs. secular markets How interest rate cuts impact the market Today's article is from …
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In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…
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Adapting Fraud Detection for Latin America - Marta Cadavid - Fraud Talk - Episode 149
29:50
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In this episode of Fraud Talk, Mason Wilder sits down with Marta Cadavid, founder of NoFraud Latam, to explore the unique challenges of detecting and preventing fraud in Latin America. Cadavid shares her journey, including the creation of a Latin American-specific fraud tree, and how cultural nuances shape the approach to fraud communication. They …
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