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Best Cpa podcasts we could find (Updated October 2019)
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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 closi ...
 
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.
 
Insightful. Independent. Innovative.
 
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CPA Conversations podcast
Еженедельно
 
CPA Conversations podcast series focuses in on accounting-related news and hot topics.
 
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CFO Thought Leader
Weekly+
 
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
 
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 IT consulting industry.
 
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Orthogonal
Monthly+
 
A show about finance, freelance and being better at both
 
The Texas Resource for Careers in Accounting
 
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.
 
The Law Firm Accounting and Tax Podcast is designed specifically for solo and small law firm owners. We focus specifically on tax savings and ways to have a financially sound back bone to your law firm. Hosted by the JETRO team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff.
 
The Cloud Accounting Podcast is the #1 accounting and bookkeeping podcast in the world! Join Blake Oliver and David Leary at the intersection of accounting and technology for a weekly news roundup, plus interviews and demos with industry leaders.
 
Dialogs around making the transition to becoming a consultant / business advisory for Accountants and Software Professionals
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus specifically on tax savings and ways to have a financially sounds back bone to your small business. Hosted by the JETRO and Associates team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff.JETRO and Associates is a digital accounting firm servicing clients across the country focused exclusively on small business bookkeepin ...
 
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Scale or Die
Weekly
 
In the tech world, if you don’t scale, your business will die. Join our host, Dave Rogenmoser, co-founder of Proof, as he uncovers proven strategies from the growth experts behind some of the world’s fastest-growing software startups (Drift, Instapage, Zapier, & more).
 
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CPA Review & More
Weekly
 
"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
 
Advancing Women Toward Economic, Social and Political Achievement
 
The AICPA presents the Journal of Accountancy podcast. Where we talk about the key issues facing the accounting profession.
 
All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
 
Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans,.cannabis CPA Jim Marty & cannabis attorney Larry Mishkin share their cannabis stories and view of the industry. Enjoy previous episodes at MJBulls.com
 
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Money Guy Show
Weekly
 
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. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
For CPAs who want to grow their accounting practice. You know how to be an accountant. It's running your business you need help with. With interviews from leading experts to coaching calls to solo episodes, you will get simple and practical advice that will grow your income and your profits, so that you can serve your clients better in turn. Time to get back to a sane, thriving life you deserve.
 
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 ...
 
Financial Education and Entrepreneurship for Professionals
 
The 2 Cents Business Podcast with Joyce M. Washington, CPA: Money isn't the easiest topic to talk about, especially when there's misinformation and a bunch of jargon to contend with.That's why I created the 2 Cents Business Podcast to bust money myths and cover business money topics like budgeting, business planning, business growth, cloud bookkeeping, team building and profitability without all of the bookkeeping and accounting jargon.Join me every Monday to dive into the money & metrics ma ...
 
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FICPA Podcasts
Weekly+
 
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.
 
Podcast EXCLUSIVELY interviews six and seven figure online business owners for their tips on success. Hosted by online tax expert Micah Fraim, CPA
 
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 ...
 
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Spidell's California Minute
Ежемесячно+
 
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.
 
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
 
Welcome to the American Institute of CPAs’ Small Firm Philosophy podcast series. We'll talk with leaders from small accounting firms across the country about their philosophies on running a successful practice in today's rapidly changing environment. Hear about topics including, supporting a strong firm culture, running a virtual firm, providing services to a niche industry like the craft brewery business, planning ahead for succession and successfully implementing mergers and acquisitions.
 
Listen in on exclusive interviews with various subject matter experts in the business and personal planning world. Each expert shares key insights that every business owner needs to know. For example, you'll learn about expensive misconceptions from Jack Quarles that most business owners commonly believe. Exit Readiness co-founder, Pat Ennis, draws out the most valuable trips through engaging conversation. He hosts the podcast alongside Walter Dehyle, CPA, ABV, CExP™, CEPA. You can easily li ...
 
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E-COM Sales Tax
Monthly+
 
When it comes to sales tax in the US, E-commerce sellers face a tremendous challenge. Every state has its own rules and tax rates. Each state has its own idea of "nexus" or the point at which a business is required to collect tax in their state. Each state has their unique laws around the taxability of goods and services in their state. Some states exempt food products, and/or clothing, and/or, medical products, and/or digital goods. And these rules are constantly changing and evolving. E-co ...
 
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
 
Personal finance show bringing listeners actionable advice to retire successfully. Hosts Joe Anderson, CFP® and "Big Al" Clopine, CPA break down key strategies on designing your investment portfolio, maximizing Social Security, generating a retirement income distribution plan, avoiding paying unnecessary taxes and so much more. Show notes and transcripts at YourMoneyYourWealth.com
 
Mark J. Kohler, CPA and attorney, and Mat Sornesen, attorney and SDIRA expert, cover the tax, legal, business and investing topics that are essential for the business owner, investor and entrepreneur. They have a knack for explaining important and complex topics in an engaging and entertaining way. Their mission is to help their listeners save on taxes, protect their assets and better live the AMERICAN DREAM!Send your questions to jason@markjkohler.com and it might get answered on our next P ...
 
The AICPA presents the Journal of Accountancy podcast. Where we talk about the key issues facing the accounting profession.
 
Straight talk with Stacey Brown Randall from Growth By Referrals and Sticky Client Experiences to help small business owners and solo-preneurs grow their business by generating referrals without asking and bringing in new clients in an authentic way so that you stay in your expert space (attorney, CPA, financial advisor, realtor, consultant, coach, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." Stacey's journey from business failure to business success p ...
 
A podcast for Freestanding Ambulatory Surgery Centers with Industry Leader John J. Goehle, MBA, CASC, CPA. Mr. Goehle is the author of 10 books about the ASC industry and a frequent speaker at industry meetings.
 
Bob Wheeler; co-creator of the podcast series Funny Money Talks, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore, headlines a new podcast, Money You Should Ask! Bob gets down to the nitty-gritty aspects of life, money, success and abundance and how every one of us has a different story to tell. He connects with people from all walks of life- from the average Joe to the outrageous celebrity, radiating his infectious curiosity and humo ...
 
Making the CPA Exam more exciting than it was ever intended to be, the Another71 CPA Exam Podcast helps you Pass the CPA Exam (so you can move on with your LIFE). Free CPA Review Downloads: https://www.another71.com/ninja-study-planner/
 
Welcome to the Art of Dental Finance with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals thru 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.
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Making the CPA Exam more exciting than it was ever intended to be, the Another71 CPA Exam Podcast helps you Pass the CPA Exam (so you can move on with your LIFE). Free CPA Review Downloads: https://www.another71.com/ninja-study-planner/
 
What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
 
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Simply Tax
Monthly+
 
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.
 
Weekly update on federal income tax developments
 
Welcome to the Art of Dental Finance with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals thru 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.
 
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews Adrian Hong, CPA about his expansive and diverse career on this week's episode of CPA Review & More. Find out how Adrian's public accounting and FASB background set him up for success when he decided to take over his family's business. Book time on Phil's Calendar https://go.y ...…
 
In this episode, Brandon and Thomas are joined by Kevin Caiaccio and Trey Chancellor of Caiaccio Law Firm, who specialize in commercial real estate law. Today they will discuss a variety of legal topics related to real estate syndication including entity structuring, legal issues when acquiring and disposing of properties, tax strategies they s ...…
 
Stefanie Cavanaugh in Austin, Texas, joined us to share her career journey moving from a national accounting firm audit position, to CFO of a small non-profit in only 5 years, to executive-level roles with billion-dollar, publicly-traded companies. It all started in middle school As we began the interview, Stefanie shared that she became intere ...…
 
CPAs with clients who are exploring succession planning and exit strategies may want to consider employee stock ownership plans (ESOPs). Mark Flinchum, Mark Kossow, and Andy Manchir discuss the advantages and disadvantages of ESOPs for companies, sellers, and employees. Flinchum and Manchir are co-chairs of the ESOP Services Group of Katz Sappe ...…
 
On this week’s CPA Australia Podcast hear all about how to lead with purpose and how this will inspire and motivate yourself and your team. Join host Michelle Walz CPA with guest Shane Michael Hatton who is an author, speaker and leadership expert.
 
Business is a team sport. Like any successful team, players need to constantly be evaluated. In this episode, Tom discusses how to continually evaluate your tax professional so that he or she is matched to your growth. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast39…
 
Guest Tim Jipping—host of the “Journey View” podcast—joins “Simply Tax” host Damien Martin on an exploration of their careers in the CPA profession. The two share their personal experiences from working in the CPA profession and discuss the profound effect the AICPA Leadership Academy has had on both their careers and personal lives. TIME STAMP ...…
 
Sponsors Coming soon! Articles MyPayrollHR CEO Michael Mann is pictured for the first time https://www.dailymail.co.uk/news/article-7576791/MyPayrollHR-CEO-Michael-Mann-pictured-time.html Books, an immutable double-entry accounting database service http://developer.squareup.com/blog/books-an-immutable-double-entry-accounting-database-service In ...…
 
Social Security strategies if you are married to a younger spouse and have a minor child, affected by the windfall elimination provision, considering divorce for a better benefit, or unsure of the restricted application. And should you spend 401(k) money before taking Social Security? Next up, real estate: should you gift property now to reduce ...…
 
I hit an important anniversary in my business this month - October 2019 - and I want to celebrate it with you. It's the one year anniversary of my first book's release. That's right, Generating Business Referrals Without Asking has been out a year and in honor of it's one year anniversary we are releasing the audio version. Find out how you can ...…
 
Sophia Bera, CFP®, is the founder of Gen Y Planning and a friend of mine. She does an admirable job of balancing her work with her personal life, and this week on Money Checkup, she shares advice on how to structure your business to align with your goals and values. To learn more about Gen Y Planning, visit genyplanning.com. Follow Sophia Bera ...…
 
On this episode of the ASC Podcast with John Goehle we discuss the upcoming ASCA 2020 Winter Seminar, review the 2020 Joint Commission National Safety Goals, talk about Employee Appreciation, and do a focus segment on the Purchasing Cycle in an ASC with a special interview with Brian James, Regional Director for Intalare, a prominent Group Purc ...…
 
Sales tax audits happen all the time. If you haven’t been under a sales tax audit yet it is only a matter of time. Dan has seen countless numbers of audits and his fair share of sales tax horror stories. We make it our business to make sure that you and your company can avoid a horror story. In this episode, Dan covers what horrors he has seen ...…
 
For today's episode, attorney Robert Wright joins us. Robert is an an attorney whose practice focuses on supporting e-commerce businesses and has a huge following in the Amazon private label space. Robert talks about his mantra of "Business is War" and gives you some fantastic tips to help protect your business from potential attackers. http:// ...…
 
From boxing and driving around the city streets of Queens as a cab driver, Jay London shifted to higher gears to pursue a career in comedy. Some of his highlights include NBC's Last Comic Standing, The Tonight Show With Jay Leno and the CBS sitcom, The King Of Queens, and performing at The Apollo. Catch Jay performing at The Comedy Store, The L ...…
 
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:35 – If you're moving to remote work, here are some key things to consider 01:35 – Let's get digital, digital ... When going remote, all your company's data , and processes need to be digitized 02:31 -- Having the right software and tools in place, along with di ...…
 
Many Colorado cannabis farmers were caught off-guard by an October fall freeze which killed many plants just before they were harvested. Jim Marty and Larry Mishkin discuss whether it will impact dispensary prices. They also talk about Les Claypool's announcement that he is reuniting Oysterhead for a 2020 tour with Stewart Copeland from the Pol ...…
 
Mark shares his amazing story about being in debt to reaching a net worth of $3 million dollars. He currently has seven paid for condo rental units, a paid for house, and 800K in IRA's. He discusses how he overcame debt, and the intentional decisions his family made to save and invest. Mark recently retired and divulges what he's learned in ret ...…
 
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 01:39 – With the rise in ransomware rampages, it's more crucial than ever to protect your company's data 02:07 – Roman explains the Right Networks disk-to-disk-to-offsite backup process 03:14 – Don't get caught with your cloud down ... Just because your data is in ...…
 
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes Coming soon! Connect with Roman H. Kepczyk, CPA.CITP, CGMA Website: https://www.rightnetworks.com/roman-kepczyk/ Twitter: https://twitter.com/romancitp LinkedIn: https://www.linkedin.com/in/romankepczyk/ Get in Touch Thanks for listening and for the great reviews! ...…
 
Current Federal Tax Developments for the week of October 21, 2019: The Details are in Forms (and Instructions) Agents directed to grant relief in certain WOTC situations Form 1120-S instructions disclose 3 new statements to be required on K-1s for 2019 Social security inflation adjusted 2019 numbers officially released Second draft of Form 1065 ...…
 
As an Indian citizen living in the United States and working for a Dutch company, CFO Smital Shah frequently spends her days on conference calls with investors from Asia, Israel, or Europe. On every investor call, at every board meeting, and at every employee gathering, the same question gets asked: “How far is ProQR from serving patients?” Eac ...…
 
Where are you today? Where do you want to be? Based on what you are doing right now, is there any chance that you are going to get there? Those are questions that I ask myself frequently—especially when I feel like I’m in a rut. Why is it important? Well, for those of us who are fortunate enough not to have the burden of worrying about where ou ...…
 
Getting started and staying motivated can be hard. Especially if you’re going it alone and it seems like everybody is doing all of the right things and you’re not. If you’re feeling like for every step forward, you get knocked back 5. In this episode, I’m talking about the top 3 online business strategies that aren't working as well as they use ...…
 
Is passive income too good to be true? In today's episode, we expose false claims of "making money for nothin'" and set the record straight on how you can actually make money doing real estate, content creation, and, quite literally, while you sleep! For more information, visit: https://www.moneyguy.com/2019/10/passive-income-exposed/…
 
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay 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 and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in spon ...…
 
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay 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 and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in spon ...…
 
This week we’re covering a bill that was just signed, allowing more cannabis businesses to be able to deduct business expenses.
 
For our second episode we're talking to Amazon phenom Stephen Somers. Stephen is the co-founder of Marketplace Superheroes, Superhero Freight, and Superhero Office. Stephen teaches people all over the world to sell their own branded products on Amazon on a global scale, in a addition to shipping that freight for them and taking care of some of ...…
 
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:48 – How can being a Bills fan ever be a bad choice? 01:40 – Fraudster Tip: If you're gonna steal the cash, stash it in your backyard! 02:36 – Dawn explains the geometry of fraud | ACFE 03:01 – The three steps leading to fraud - pressures, opportunity, and ratio ...…
 
A behavioral psychologist by training,an entrepreneur by nature,and a mentor by choice,Lee has a career that has taken him from a cushy perch as a nationally known researcher and author into the rough and tumble world of business start-ups and finally to a place where he can focus on the parts he loves best. A natural strategist ,teacher and ex ...…
 
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:48 – How can being a Bills fan ever be a bad choice? 01:40 – Fraudster Tip: If you're gonna steal the cash, stash it in your backyard! 02:36 – Dawn explains the geometry of fraud | ACFE 03:01 – The three steps leading to fraud - pressures, opportunity, and ratio ...…
 
Communicating complex financial issues to nonfinancial professionals is essential for CPAs working in forensic accounting and business valuation. Chris Mercer, founder and CEO of Mercer Capital in Memphis, Tenn., specializes in how accounting professionals can better talk to judges and juries. Mercer will speak on this issue and what you need t ...…
 
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the paradox of skills. This is the third issue that makes Alpha become elusive. Larry explains two thoughts that need to be considered. First, most people fail to understand the difference in competition. In a one-on-one competition, the successful competitor wins, or outperf ...…
 
Open Forum Show is always a favorite of our listeners!! Listen in as Mark and Mat fielding questions in a fun and interesting format on Tax Strategies, Asset Protection, Estate Planning, and Business Planning. Call in LIVE through Blog Talk Radio at 646-668-8326. Email your questions in advance to Mark@kkoslawyers.com and Mat@kkoslawyers.com. L ...…
 
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST On this week's episode of CPA Review & More, Phil Yaeger meets with Donny Shimamoto, CPA and Managing Director of IntrapriseTechKnowlogies, LLC. Donny discusses the increasing need for accounting advisory services and how to navigate the consulting path as an accountant. Book time on Phil's Calendar ...…
 
Preparing Your Bookkeeping for Year-End In this episode Mike Jesowshek, CPA talks about things you can and should be doing now to make sure your books are prepared for year-end. -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) -------- Podcast Website: www.TaxSavingsPodcast.com Facebook Group: https://www.faceboo ...…
 
Preparing Your Bookkeeping for Year-End In this episode Mike Jesowshek, CPA talks about things you can and should be doing now to make sure your books are prepared for year-end. -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) -------- Podcast Website: www.TaxSavingsPodcast.com Facebook Group: https://www.faceboo ...…
 
Today’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire the Best," and the founder of Tap the Potential. I invited Dr. Sabrina to be on the show today to talk about hiring, because I know how many of my own clients find it challenging to hire the right person. And oftentimes, they have resistance to hiring, and ...…
 
Today, Art spends the hour talking about one of his favorite topics - associates and partnerships. Art will cover the reasons a dentist would want to bring on an associate, the steps a dentist would take in finding and interviewing a prospective associate, what should be important to the senior doctor as far as characteristics of an associate d ...…
 
Like a savvy investor, Lucy Rutishauser built her early career by carefully tracking the activities of different companies. Sometimes, to glean better insights, she would actually cold-call a company and ask for the finance department. But Rutishauser wasn’t looking to invest money—instead, she was looking to invest that all-so-valuable commodi ...…
 
Today, Art spends the hour talking about one of his favorite topics - associates and partnerships. Art will cover the reasons a dentist would want to bring on an associate, the steps a dentist would take in finding and interviewing a prospective associate, what should be important to the senior doctor as far as characteristics of an associate d ...…
 
Is indexed universal life insurance good for estate planning, investing or as a tax shelter for high-income earners? Should you pay down debt or save if you only have $100K saved for retirement at age 66? Should extra money be invested in your 457 or brokerage account? ETFs or mutual funds? And with the new tax laws scheduled to sunset in 2026, ...…
 
The Entrepreneurial Operating System - EOS is changing the way organizations manage and run efficiently and effectively. John King, CEO and EOS Implementer of the company Drive - Leadership and Management Coaching shares with our listeners the 6 key components of EOS along with how you can build traction and strategic ideas for you and your org ...…
 
Running a business and running a family is no easy task. But Laura Roder manages to do both — and she has some great insights on how to be a full-time parent, an entrepreneur, and continue to have a normal work-life balance. In this episode, the conversation is focused on how to create a business that works on your terms. To work in a way not d ...…
 
We are back with another listener submitted Q&A and someone from the Randall family is joining me as our guest host. Questions answered this time around are about giving referrals back to referral sources, doubting the referral system you have in place and identifying referral sources. You can find the resources and links mentioned on the show ...…
 
In this episode, Brandon and Thomas are joined by the nation's leading expert in self-storage Scott Meyers.Today Scott gives an overview of the self-storage industry, the benefits of investing in self-storage for active and passive investors, the various ways to add value to self-storage, where he believes we are in the current market cycle, an ...…
 
Anoop Mehta, CPA and President of Science Systems and Applications Incorporated, joined us for this episode of Life In Accounting, the Where Accountants Go podcast. Thank you Mr. Miller… As with many of our guests, Anoop became interested in accounting at an early age. He had many influencers, including his father, but one influencer made a gre ...…
 
On this very special episode of the ASC Podcast with John Goehle we have an interview with Bill Prentice, Chief Executive Officer for the ASC Association. John and Bill talk about the issues facing the ASC industry at the national level and the impact of the proposed 2020 payment rules. We also interview Missy Danforth from the Leapfrog Group a ...…
 
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