Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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The Truth About Real Estate Investing... for Canadians is by Canadians for Canadians eh? The show is exactly that, we speaks truths, no get rich quick schemes, investing is a marathon, if you're looking to get rich quick this is not the place for you. Instead, we invest based on economic fundamentals using tried and true best practices that generate wealth for the long term. The Show is hosted by Erwin Szeto aka Mr. Hamilton. Erwin is a professional real estate investor, Realtor at Rock Star ...
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The Keeping it Real-Estate Podcast provides educational content for real estate investors, both new and experienced. Mike Roeder and Dan Brisse interview real estate professionals to gain valuable insights into multifamily investing.
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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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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.
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Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
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Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
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The show where business owners get a valuation and share if they would sell or want to hold on. Real conversations, real numbers, real life.
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US CPA Firm
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Welcome to this Exclusive "Build the Missing Middle" Podcast Mini-Series Hosted by Dave, Kartik, and Jimmy, this series introduces our power team, provides up-to-date resources, and assists our community of Missing Middle developers by navigating today's ever changing landscape, and dedicated to creating a positive impact through contribution. We also aim to help educate and ensure transparency for our current and future passive investors.
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Stumbled into being a landlord and accidentally managing a property? Well, if life’s thrown you a curveball, jump into this show to fasttrack your accidental landlord learning curve! On The Accidental Landlord, Peter will help you navigate this accidental journey you’ve been put on, figure out how to find your footing, and connect you with all the right resources. This show will help shave YEARS off of your learning curve by bringing you guests who have already been on this same journey. He’ ...
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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
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Conversations with the smartest, most interesting people at the intersection of real estate, leasing and accounting.
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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Join us as we explore how great real estate agents grow their business, stand out from the crowd, and become irreplaceable. Any real estate podcast can tell you that drip campaigns and follow-up are important. On The Walkthrough™, we get the most successful agents in the country to share their exact follow-up system (episodes 20-22, 54-55, 72). We don't suggest you try to create inventory, we show you how to do it (episodes 39, 67-68). We don't just say open houses are still important, we sh ...
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REI Talk Detroit | Weekly News and Interviews With Active Real Estate Investors in Metro Detroit, Michigan
Dennis Fassett
News, Interviews, and Q&A focused on Real Estate Investing in the Metro Detroit Michigan area.
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Welcome to Within Reach, the podcast that takes the complex and makes it accessible, where we break down the barriers and bring the seemingly impossible within reach for everyone. Are you curious about real estate, intrigued by investing, or maybe you're eager to dive into business, health and fitness, music, sports, or entrepreneurship? Whatever your interest, we've got you covered. In each series, we'll embark on a journey through these diverse topics, one at a time, providing you with the ...
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Welcome to the 5 Talents Podcast - How To Build Wealth Through Real Estate. Your host Abel Pacheco interviews real estate investors, wealth managers, syndicators, operators, and other wealth management strategists. If you’re a top earner in your field, an accredited investor and focused on building wealth through real estate... then this podcast is for you. Abel served his local church for nearly 10 years as a deacon and finance board member and now combines his passion for real estate inves ...
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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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The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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Secrets of the Sell is an informative podcast highlighting all things real estate related. In addition we discuss the entrepreneurial journey with business owners and their secrets of the sell.
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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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Welcome to the Invest In San Antonio podcast hosted by Brad Larsen, Real Estate Broker and Founder of RentWerx Property Management in Military City, USA! San Antonio, Texas is one of the greatest places on earth to work, live, and raise a family. It’s one of the fastest growing areas in the country. Take advantage of the rock solid economy along with the strong housing market. In this show, we will interview some fantastic guests with conversations highlighting some of the best parts of the ...
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Bringing together healthcare providers, business leaders and forward thinkers at the intersection of healthcare and real estate to explore optimizing human, property, or professional performance. In conversations with innovators, industry disruptors and strategy masters inspired by progressive medical procedures, health & wellness therapies and investment real estate solutions we analyze how to deliver better patient care using medical office buildings, surgery centers, urgent care centers a ...
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Welcome to the Succeed REI Podcast - the go-to show for individuals who want to build wealth and achieve financial independence through real estate investing. This podcast is designed to help both novice and experienced investors learn about real estate investing strategies, get expert advice, and stay up-to-date on the latest trends in the real estate market.Each episode features interviews with industry experts and successful investors, who share their insights, experiences, and tips on ho ...
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A podcast discussing the stock market, swing trading, and finding the next big companies to invest in. Find out more: rogerchanin.com/investing Roger Chanin is not an attorney, financial advisor, CPA, lender or real estate agent. The content on this www.rogerchanin.com and the Roger Chanin Investing Podcast is for entertainment purposes only and shall not be construed as tax, legal, financial advice, or other and may be outdated or inaccurate; it is your responsibility to verify all informat ...
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The Mayor of Money Podcast Series will feature a wide variety of experts discussing issues related to financial and estate planning, entrepreneurship and real estate and development. You will gain new perspectives on how to make your money work for you.
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Are you a busy professional who wants to invest in something other than your 401(k) or the stock market? This podcast is a gift for people like you who want quicker access to freedom and stability! Discover how to generate income beyond your 9-to-5 job by tuning into the show every Tuesday as we interview A-listers from different facets of the real estate industry. These professionals will share their remarkable journeys and show you easy-to-grasp ways to start creating passive income stream ...
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MHPListings Podcast
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Corey Peterson is a rags to riches real estate entrepreneur and self made millionaire. He's a best selling author and has been featured on Fox, CBS, ABC, NBC affiliates. Multifamily apartments is his passion and specifically how to put deals together that operate effectively and cash-flow. If your tired of the hustle and grind from fix and flipping, let Corey, pull back the curtain and show you power of multifamily apartments and cash-flow.
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Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
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Welcome to The Blake Haggett Podcast show hosted by 26 year old entrepreneur, innovator, commercial real estate advisor and influencer Blake Haggett. On this podcast you will find interviews and stories with some of the most innovative entrepreneurs, authors, influencers, and CEO's of this era.
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Help Generate business through Social Media Platforms
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9 to 5 outsiders podcast with Ousmane Diallo is where you can learn tips and ideas on how to overcome the challenges of leaving your job to start your own business journey. If you are all about challenging the status quo and would not settle for average, then you’ve come to the right podcast.
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Welcome to Capitalist Culture, the podcast where we dive deep into the heart of what makes our economy thrive—free-market enterprise, entrepreneurship, and the unwavering belief in the freedom to invest and build. Each episode is a celebration of the patriotic spirit that drives individuals to turn ideas into enterprises and profits. Join us as we engage with the most innovative and successful investors and entrepreneurs who aren’t just investing in businesses but in their people. These are ...
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The Truth About Grouping - Nathan Sosa, CPA, MST
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In this episode of the Real Estate Professional Status Podcast, I sit down with RE Tax Strategist Nathan Sosa to uncover “The Truth About Grouping” and its role in real estate tax strategy. We explore the nuances of grouping elections, how they apply to long-term and short-term rentals, and why the rules for grouping differ based on property types.…
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EP156 Mastering Year-End Tax Strategies for Real Estate Investors with Tim Gertz, CPA
28:54
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In this episode of Keeping It Real Estate, Dan Brisse sits down with Tim Gertz, CPA, Tax Partner, and Wealth Strategist at Provision, to dive deep into the essential year-end tax strategies every real estate investor needs to know. Tim shares expert insights on proactive tax planning, maximizing capital gains efficiency, and leveraging bonus deprec…
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Why a Top Business/Stock Valuator Is Investing in Real Estate with Adam Johnson, CPA, CA, CBV, CFA
1:27:13
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Today’s guest is my good friend and past client, Adam Johnson, CPA, CA, CBV, CFA—who, at the time, was my youngest client and didn’t have as many letters behind his name. Adam’s not your average CPA. He’s also a Chartered Business Valuator CBV and Chartered Financial Analyst CFA, making him one of less than 100 people in Canada with all three desig…
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54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
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1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in 4:35 There are certain states that don't necessarily recogniz…
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#545 The Tax & Legal Playbook To Buying Businesses Part 3
21:48
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen share the ultimate toolkit for buying and running a small business. Whether it's managing payroll, setting up the right entity, or preparing for the unexpected, they’ve got you covered. Tune in for tips on creating a thriving company culture, building strong …
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In this episode, Ben peppers Steven with questions about a recent IRS audit he participated in. Steven shares the ins and outs of going through an IRS audit, best practices for the actual process, and why it's so important to take the "straight face" approach to taxes whether you ever get audited or not. Listen in as Ben asks questions you've proba…
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Devin Wanzor - Lessons Buying and Selling 10 Businesses
51:59
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Devin Wanzor has bought and sold more than 10 businesses. He joins the podcast to share his journey from being an SBA lender to being part of a sign manufacturing roll up to buying a high end liquor store and recently buying a business close to his passion for flying planes. We also discuss how he's improved profitability as an operator and his uni…
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#544 The Tax & Legal Playbook To Buying Businesses Part 2
36:54
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen reveal the key legal steps for buying a business, highlighting the differences between asset and stock purchases. They explain why an asset purchase agreement offers greater control, tax benefits, and protection through non-compete clauses, while exploring fu…
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Richard Woon: Bootstrapping Success in SF Commercial Real Estate and Running for SF City Attorney
19:54
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In this engaging episode, Bruce Bean welcomes Richard Woon, a passionate entrepreneur-turned-political candidate running for San Francisco City Attorney. Richard shares his journey, beginning with his childhood in Union City, followed by his transition into commercial real estate and law. Along the way, he built his expertise from the ground up, wi…
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Ep #79 - Embracing New Opportunities, Taking Risks, & Maximizing Impact with Dr. Neel Chadha - beyond MD Physician Journeys
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Today I'm thrilled to host Dr. Neel Chadha. Neel is a family physician who made the bold decision to go all in on developing retirement residences for seniors. This is a story of embracing new opportunities, taking calculated risks, & pursuing a focused life to find success. Discussion Points: Introduction (1:35) From family medicine & geriatrics t…
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Join Tom Wheelwright as he discusses how Trump’s tax plan will impact you and your small business with his guest and author of Taxocracy, Scott Hodge. Scott is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades between 2000 and 2022. He is recognized as one of Washington’s leading expert…
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Trump win, How a 33 Year Old Mechanic from Montreal a executed a BRRRR in Memphis, TN
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This week we have an everyday, blue collar Canadian, 33 year old Shayne from Montreal who just bought his first investment property and he has executed a BRRRR in suburban Memphis, Tennessee. The ARV is substantially higher than projected, rent came in almost 10% higher. Shayne is the youngest client of mine by far for years and years so I’m of cou…
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56 - How to Benchmark Better for Advisors
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Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, c…
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Do I Need to Own a Business to Get Rich? (E15)
22:20
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The Wealth Acceleration Podcast explores the idea that financial success doesn’t have to rely on owning a business or real estate. Is wealth truly about what you own, or could it be built through creating value, personal growth, and following your passions? Wade Reed will discuss this on this podcast, sharing insights from studies and personal expe…
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#543 This Law Will Cost Your Business THOUSANDS.. Do This NOW
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen bring you the latest on federal regulations that could land business owners in hot water. With the Corporate Transparency Act now in effect, they’re here to guide you through what the Business Owner Information (BOI) report is, why it matters, and how to tack…
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Jack Schreibman: Unlocking Opportunities in San Diego’s Office Space
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In this insightful episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Jack Schreibman, an expert commercial broker with Strom Commercial based in San Diego's dynamic real estate market. Jack takes us on a journey through his career path—from selling women’s shoes at Nordstrom to becoming a key player in San Diego’s of…
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When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
52:48
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When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes into account when calculating her expenses, and whether she should pay off her home to be debt-free in retirement? That’s today on Your Money, Your Wea…
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EP157 Navigating Texas Multifamily Market Shifts with Jakob Andersen
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Jakob Andersen is an Executive Managing Director in Newmark's Multifamily Capital Markets division in Dallas, Texas. He joined Newmark in 2012, partnering in the Private Client Services division. Before this, he served as the Director of Real Estate at Archangel Capital Partners, a local senior living developer. His expertise in multifamily markets…
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EP40: Secret Behind Zach Hockenstall’s $2.2B Real Estate Journey In 5 Years
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In this episode of Think Outside the Stocks, we sit down with Zach Hockenstall, founder and CEO of Rise 48 Equity, one of the most successful multifamily real estate firms in the country. Over the last five years, Zach and his team have built an impressive $2.2 billion portfolio, closing 53 deals and managing over 10,000 units across Phoenix, Dalla…
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Building Empires CPA to Multi-State Powerhouse and Champions of the American Dream with Cory Gayman
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From Accountant to CEO: Cory's Journey in M&A and Leadership I’m thrilled to share some incredible insights from our latest podcast episode featuring Cory Gayman, the founder and CEO of JCG. Cory’s journey in the tax and advisory space, particularly his experiences with mergers and acquisitions (M&A), is nothing short of inspiring. Here are some ke…
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47: Three Principles for Long Lasting Business Relationships
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Business networking doesn't always mean conferences, in fact our guest today encourages otherwise. Today we have on Brad Englert from Brad Englert Advisory and author of Spheres of Influence to talk about business relationship building and what is NOT taught in business school. We cover the three critical principles for any sustainable business rel…
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299. Corporate Transparency Act Checklist: Avoid Costly Mistakes with FinCEN Filing Agents
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In this episode, Thomas and Ryan are joined by Heather and Isaac from FinCEN Filing Agents to dive deep into the 2024 Corporate Transparency Act (CTA) and what it means for real estate investors and small business owners.They cover:- An overview of the Corporate Transparency Act- Key reporting requirements for LLCs and other entities- The penalties…
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What's Next: Our Clients Are Our Co-Creators
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Join Tom Wheelwright as he discusses how business owners can survive the rapid changes in technology by creating powerful branding that will perpetually evolve with, empower, and serve Generation AI with author, strategy accelorator, and consultant - Lior Arussy. Lior is a seven-time author and one of the world’s leading authorities on customer exp…
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#542 16 Minutes of Brutally Honest Tax Advice
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down key tax-saving strategies every business owner should know, including why a side hustle is often crucial for effective tax planning. He also highlights the dangers of misleading crypto tax advice and urges listeners to stay vigilant. Mark’s practical approach will …
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Austin Barron: Local Expertise and Leadership in Chico’s Commercial Real Estate Market
21:23
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In this episode of SF Commercial Property Conversations, host Bruce Bean chats with Austin Barron, a commercial real estate broker with Century 21, about the unique dynamics of the Chico, California real estate market. Austin shares how his family’s background in real estate investment inspired his career, and how Chico’s rural setting is attractin…
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Enhancing Your Financial Strategies (E14)
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Wade Reed shares powerful insights on creating a purposeful approach to wealth. He discusses the importance of treating finances as a stewardship, battling lifestyle creep, setting achievable short-term goals, and the impact of avoiding instant gratification. With engaging stories and practical advice, Wade highlights how accountability and intenti…
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Chis Edwards - Buying, Growing, and Selling A Flooring Business
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Chris Edwards recently sold his flooring business in Steamboat, Colorado. He bought the business just 3.5 years prior then quickly grew revenue 50% and grew EBITDA 100%. He's an amazing example of what's possible in acquisition entrepreneurship. Our conversation dives into the hard lessons, growth levers, and his decision to sell. Chris Edwards on …
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#541 CPA EXPLAINS: Optimal Order Of Investing For High Income Earners
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In this episode of the Main Street Business Podcast, host Mark J. Kohler and Mat Sorensen break down essential strategies for high-income earners looking to maximize their retirement contributions. Learn how to utilize "backdoor Roth" and "mega backdoor Roth" methods to surpass traditional contribution limits, gain insights into employer matches an…
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David Friedman: Working the San Bernardino Market
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In this episode, Bruce Bean welcomes David Friedman, co-owner of Realicore, as they explore his journey through real estate in the San Bernardino area. David shares how he and his father began flipping homes before transitioning to commercial real estate and building a portfolio of over 75 units. From their first project in San Bernardino to openin…
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Episode 133: Heading West, featuring Roee Azizi
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Join Philip and guest Roee Azizi. During the past year, after serving in southern Israel post-October 7th, 2023, Roee changed his life, moved to the Western Negev, and established “Hinenu“(here we are). This movement encourages young men and women to move to the Western Negev and participate in its revival and prosperity. Tune in to this inspiring …
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Spitballing Early Retirement for the One Percenters - 502
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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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55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker
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In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Plann…
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Ep. 156: Mastering the Remote Cannabis Accounting Practice: Beyond the CPA Skillset
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Master the fundamentals of running a successful remote Cannabis accounting practice with industry expert Andrew Hunzicker, CPA. In this essential episode, discover the business strategies and systems you need to complement your technical expertise and build a thriving virtual practice.Learn how to:✔️ Maintain peak productivity in a remote environme…
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Navigating the Legal Maze of Commercial Real Estate with Charles (Chuck) Swan
43:08
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In this episode of Within Reach, host Guliana Pallotta invites Chuck Swan, a seasoned corporate lawyer from Smith and Associates, to provide insights and strategies on navigating the legal complexities in commercial real estate transactions. Chuck shares his journey to becoming a lawyer, the importance of mindset in achieving goals, and the nuances…
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Taking Flight The Future of Aviation with Mike Ingram
49:15
49:15
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Insights from Aviation Leader Mike Ingram I’m thrilled to share some incredible insights from our latest episode featuring Mike Ingram, a powerhouse in the aviation, defense, and aerospace sectors. His journey is packed with lessons that can propel your business to new heights. Here’s a sneak peek: Key Takeaways from Mike Ingram’s Journey: Leadersh…
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46: Starting a New Business: Accepting the Failures, Pivoting, and First Steps
34:03
34:03
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34:03
Amanda started her coworking business in the worst of timing, right when COVID hit on top of realizing the business was not sustainable. She had to accept the fate of the business, close down, and pivot quickly. In this episode, we have on Amanda Lee Quick to talk about how she never gave up as an entrepreneur and pivoted as a business coach and fo…
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298. From Schedule E to Cost Segregation: Tackling Taxes with an Expert Q&A
40:48
40:48
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In this episode of the Tax Smart REI podcast, Thomas and Ryan dive into real estate tax strategies by addressing audience questions from their public community and Facebook group. Covering crucial topics, they guide listeners through the complexities of tax planning, especially for short-term rental owners, and how they can leverage tax rules to mi…
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The Election, the Constitution, and Your Duty: How to Secure Real Wealth for Generations
8:23
8:23
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Summary In this episode of the Wealth Acceleration Podcast, Wade Reed emphasizes the critical importance of voting and civic duty in the context of the upcoming presidential election. He reflects on the freedoms granted by the Constitution and the responsibility that comes with them. Drawing inspiration from Victor Frankl's experiences during the H…
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In this episode Ben and Steven talk about the weather (it was only a quick tangent, we promise), the upcoming election and the kind of tax planning that will get a professional sued. As always they are focused on helping people consistently do the little things over time that add up to a big difference and help listeners tune out the noise and conf…
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Join Tom Wheelwright as he discusses how our brains are mismatched with technology, and how we can improve our higher brain function amidst digital distractions and sensory overload with his guest, neurologist and neuropsycholigist - Dr. Richard Cytowic. Richard E. Cytowic is an award-winning neurologist, Professor of Neurology at George Washington…
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#540 Alternative Asset Summit Key Takeaways And Success Stories!
37:37
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Live from the Alternative Asset Summit! Join Mat Sorensen and Mark J. Kohler in this special live episode from the Alternative Asset Summit, where they talk about powerful strategies for building wealth beyond Wall Street. They share actionable insights, highlight some of the summit’s best takeaways, and invite guest speakers to share their success…
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Ken Simons: Building Relationship in Greater LA
19:38
19:38
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In this episode, Bruce Bean welcomes Ken Simons, a seasoned real estate broker with over four decades of experience, to discuss the evolving real estate market in Greater Los Angeles. Ken shares his journey from starting in property management in the late '70s to becoming a top broker for ILLI Commercial Real Estate. His expertise spans across leas…
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Developing Healthcare & Senior Living Facilities w/ Dr. Wing Lim
1:03:15
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Today’s guest is Dr. Wing Lim, a true renaissance man - a dedicated medical professional and serial entrepreneur who has built an impressive portfolio of healthcare facilities and senior living communities. For over 30 years, he has balanced a thriving family medicine practice with innovative real estate ventures. Dr. Lim's impact extends far beyon…
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Preparing For The Rising Tax Tide - Nathan Ganz
50:16
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In this episode, tax strategist Nathan Ganz joins us to tackle a pressing reality for real estate investors and independent contractors: rising taxes. Nathan, co-owner of Northwest Premier, shares why he believes we’re on the cusp of a tax increases—and how proactive planning is essential to protect wealth. Together, we explore strategies real esta…
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POV Husband - Buying Restaurants, Real Estate & Content Creation
36:36
36:36
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'POV Husband' is a genuine, funny follow on TikTok and Instagram. Prior to becoming a content creator he worked in banking and bought a business to escape his 9-5. He ended up buying a fast casual restaurant in 2020. Then they quickly bought a 2nd and 3rd location with real estate. In 2022 they decided to sell 2 of the locations. We discuss how muc…
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Private Equity Growth Marketing with Summer Craig
56:28
56:28
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Unveiling the Secrets of Private Equity Success I’m thrilled to share some incredible insights from our latest podcast episode featuring the brilliant Summer Craig, founder and managing partner of Craig Group. If you’re an investment group or a growth-stage business owner, this episode is packed with valuable lessons and innovative strategies that …
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