Best Robert Nordlander, CPA Podcasts (2024)

1
Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06

23d ago36:06

36:06

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…

1
Getting everyone a seat at the table with Bryan Eberle 27:06

4h ago27:06

27:06

Steven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of making sure everyone has a seat at t…

1
Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast 42:01

1d ago42:01

42:01

On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on c…

1
91. Embezzlement and Occupational Fraud with Ben Kincaid, CPA, CFE, CFF, CVA 36:08

3d ago36:08

36:08

In this season of The Data Sleuth Podcast, titled "Conversations about Fraud," guest host Justin Burns, managing partner of Space Coast Forensics in Brevard County, Florida, tackles topics including embezzlement, collaborative divorce, economic damages, construction fraud, and more. In each episode, Justin is joined by an industry expert to help te…

1
Chat with a former IRS Special Agent with Robert Nordlander 29:15

4d ago29:15

29:15

In this episode Steven is joined by CPA, CFE and former IRS Special Agent Robert Nordlander to dive into the word of criminal enforcement around taxes. Robert shares from his years of experience working for the IRS and working with taxpayers since leaving the IRS and provides incredible insight and wisdom into all things taxes. Plenty of people are…

1
Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast 36:42

9d ago36:42

36:42

On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of…

1
“The Power of Education” with Robin Henager Greene 24:28

13d ago24:28

24:28

In this episode, Steven is joined by Dr. Robin Henager from Whitworth University where Steven used to be an adjunct professor. Steven and Robin discuss the power of education in leveling up as a financial advisor and the overlap of theoretical and practical learning in the real world. Dr. Henager shares the approach Whitworth takes to making sure t…

1
Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37

16d ago37:37

37:37

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…

1
Are You Covered? with Cameron Norris 31:57

20d ago31:57

31:57

In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims…

1
Every Advisor Should Prepare a Tax Return with Jacob DuBose 26:31

26d ago26:31

26:31

In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, i…

1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

1M ago46:50

46:50

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…

1
What every financial advisor needs to be delegating with Lisa Seal 26:29

1M ago26:29

26:29

In this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applyin…

1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

1M ago40:46

40:46

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…

1
Learning Tax Planning Throughout Your Career with Brent Gargano 26:43

1M ago26:43

26:43

In this episode, Steven is joined by Brent Gargano, a RTS Premierе Member and Financial Advisor. Brent has had several unique opportunities to learn the interworkings of taxes, both as an advisor and working for large custodians. He has also spent time as an adjunct professor, helping student learn through case studies and understanding the importa…

1
Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39

2M ago30:39

30:39

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit…

1
Throwback “Asking the right questions on taxes” - with Meghaan Lurtz 36:34

2M ago36:34

36:34

Throwback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overla…

1
COVID tax fraud that hasn't ended yet with Catherine Tindall 32:23

2M ago32:23

32:23

In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in he…

1
37-point checklist for reviewing life insurance? with Tony Steuer 28:44

2M ago28:44

28:44

Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don…

1
Finding help for all of these value adds? with Brody Rosenfeld 29:40

2M ago29:40

29:40

This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never o…

1
Turning Prospects to Clients by leading with Taxes with Josh Ross 28:32

3M ago28:32

28:32

In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able f…

1
Getting the whole team involved with Jamie Shilanski 33:36

3M ago33:36

33:36

Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisor…

1
Tax reporting at the source with Eric Bronnenkant 24:14

3M ago24:14

24:14

This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time…

1
An open conversation about in-house taxes with Gary Russell 30:14

3M ago30:14

30:14

This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simp…

1
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

4M ago44:15

44:15

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep …

1
The intersection of tax and law with Mike Payne 28:48

4M ago28:48

28:48

In this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the word in practice. Mike's commit…

1
Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52

4M ago25:52

25:52

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Dav…

1
Delegate to Elevate with Lisa Zeeveld 29:22

4M ago29:22

29:22

Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in …

1
Taxes, marketing and compliance" with Marie Swift and Jonny Swift 31:26

4M ago31:26

31:26

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …

1
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19

4M ago33:19

33:19

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs…

1
Collaboration over competition with Eric Brotman 28:48

4M ago28:48

28:48

Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…

1
90. Q&A: Forensic Accounting as a Business with Tracy Coenen 41:22

4M ago41:22

41:22

In today’s episode with Tracy Coenen, Leah and Tracy answer your questions about forensic accounting as a business! The two professionals and business owners discuss: Things they wish they’d known before starting their business Insurance! Who is the client in forensic accounting engagements Data analysis tools for start-ups In this season of the Da…

1
Tax planning and surge meetings with Micah Shilanski 28:45

5M ago28:45

28:45

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take acti…

1
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12

5M ago52:12

52:12

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreeme…

1
Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn 27:48

5M ago27:48

27:48

Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …

1
Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast 35:37

5M ago35:37

35:37

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion …

1
89. Selling Expert Services to Attorneys with Dan Ramey 43:41

5M ago43:41

43:41

Today’s episode with Dan Ramey is about how to sell to clients - specifically attorneys. In this episode, Dan and Leah discuss: Types of services that fall under forensic accounting How to sell forensic accounting service to attorneys How to avoid the sales-y feeling Considerations when starting a forensic accounting practice as a solo practitioner…

1
“The Retirement Planning Guidebook” with Dr. Wade Pfau 26:07

5M ago26:07

26:07

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…

1
Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast 36:49

5M ago36:49

36:49

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About …

Podcasts Worth a Listen

Robert Nordlander, CPA Podcasts

Podcasts Worth a Listen

Quick Reference Guide