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.
…
continue reading
Weekly update on federal income tax developments
…
continue reading
Knowledge is power, especially in our fast-paced industry, and staying ahead means being in tune with the most effective strategies and groundbreaking ideas. That's exactly why we're thrilled to roll out the red carpet for our latest project: the "Marketing for Tax Professionals" podcast, proudly presented by Refundo. This isn't just another podcast; it's your new ally in business growth. Each episode is packed with cutting-edge marketing strategies, insider tips, and real-world wisdom from ...
…
continue reading
Incite Tax Weekly is your 5-minute deep dive into real-world tax questions, brought to you by the InCite Tax Community—a hub for tax professionals who strive for accuracy and growth. Each week, we spotlight a featured question from the community and explore the top responses, backed by reliable citations. Perfect for staying sharp and learning something new, all in under 5 minutes! Whether you're a seasoned pro or just getting started, Incite Tax Weekly helps you level up your technical tax ...
…
continue reading
1
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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 unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
…
continue reading
Welcome to The Tax Man, Tax Relief Podcast that helps guide you through the process of resolving your tax debt, taking overall communication with the IRS or the state and finding the best possible outcome for your situation, with your host, CPA, Jonathan Donenfeld.
…
continue reading
Deltrease Hart-Anderson helps businesses and individuals permanently solve their federal and state tax problems. By keeping the IRS out of the Pocketbook, Wallets and Bank Accounts of Taxpayers!
…
continue reading
The tax podcast for UK tax professionals. A mixture of UK tax chat, guests and documentaries. Helping keep the professional up to date and tax compliant. Providing CPD for UK tax and accountancy professionals.
…
continue reading
1
Empire Tax Professionals: Tax Tips for High-Earning Business Owners and Entrepreneurs
Rachel Michaelov
Welcome to Empire Tax Professionals: Tax Tips for High-Earning Business Owners and Entrepreneurs, the go-to podcast for savvy business owners and entrepreneurs looking to maximize their deductions and stay compliant with tax laws. Hosted by licensed tax expert and Entrepreneur Rachel Michaelov, this podcast covers a wide range of topics including tax planning, bookkeeping, sales tax, tax preparation, payroll, and tax planning for high-income businesses. Rachel Michaelov is licensed in all 50 ...
…
continue reading
CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
…
continue reading
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.
…
continue reading
David Nettles, a seasoned property tax consultant and broker, specializes in real estate across Texas, saving clients millions.
…
continue reading
Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
…
continue reading
UltimateTax Service, Inc. is a leader in providing tax professionals with quality tax software and year-round assistance. Since 2006 we have secured relationships and contracts with vendors that we respect. All of our Account Managers and Support Personnel are located in Muscatine, Iowa.
…
continue reading
Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
…
continue reading
FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
…
continue reading
At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
…
continue reading
Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
…
continue reading
Welcome to The Accountant Quits podcast, an idea born from an inquisitive attempt to find one’s calling. I’m Umar and I will be your host on this series where we look into the impact of blockchain in accounting. From topics around the accounting treatment of cryptocurrencies, the new framework of triple entry accounting, the challenges at hand for audit and tax, and many more, we will look into how the profession of accounting is evolving and how accountants should prepare themselves for the ...
…
continue reading
As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
…
continue reading
Teachers Change Lives podcast is a weekly reminder to the universe as to why teaching is the best job in the world. Every day, a school setting ranges from the crazy/ridiculous/funny to the life changing and inspiring. This podcast will show why teachers are simultaneously great dinner guests (with their funny stories) as well as superheroes (due to the impact they have on lives every day). The Teachers Change Lives podcast aims to celebrate the teaching profession, raise the profile of teac ...
…
continue reading
SAG Infotech Private Limited, we offer cutting-edge solutions and provide quality, cost-effective IT products and services. Our philosophy is driven by, be excellent in our pursuits and achieving mutually fulfilling goals that are perfectly expounded in our CA Software for tax industry
…
continue reading
In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
…
continue reading
Our PwC tax specialists share perspectives on tax's role in the world's business environment of today and tomorrow. Listen in as they delve deeper into new predictions for the role of tax in a changing tomorrow. You can listen to episodes at your convenience via your desktop computer or smart phone.
…
continue reading
A leader in the Professional Tax Business for more than 15 years, About Keystone Tax Solutions offers our customers product innovation, flexibility, and the ability to earn incremental revenue. We make starting your own tax business fun, easy, affordable, and exciting. Whether you are wanting to jump into the ever growing tax preparation business, grow your current tax business, or simply purchase low cost professional tax software; Keystone Tax Solutions is here to serve you. Start your tax ...
…
continue reading
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
Thought Leaders in Law and Business is a podcast presented by Hodgson Russ LLP in partnership with The Business Journals. It takes a close look at our nation’s pressing issues, from the financial health of banking institutions to the legalization of marijuana and state residency taxes. In other words, we’re talking about hot-button issues. Join us for exclusive conversations with host John Tebeau, publisher of Buffalo Business First, and Hodgson Russ attorneys who break down each topic and h ...
…
continue reading
Keeping you abreast with the latest developments in the accountancy profession.
…
continue reading
Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
…
continue reading
Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at seapodcast@deloitte.com # ...
…
continue reading
Host Gareth Salomon walks alongside experts in the accounting and bookkeeping industry in Accounting Steps, a podcast that explores the profession from a fresh perspective. Each episode uncovers valuable insights and real-life experiences to help listeners navigate their own accounting journey.
…
continue reading
Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
…
continue reading
Podcast series for tax leaders: Short podcasts addressing some of the most pressing issues and opportunities facing tax departments in the modern business world
…
continue reading
Whether you're looking for a quick pick-me-up during your daily commute or a lighthearted escape from the stresses of the day, The Pick Up is the perfect podcast to brighten your mood and bring a smile to your face. DISCLAIMER This podcast is for entertainment purposes only and should not be considered legal [health, tax, profession] advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace prof ...
…
continue reading
We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
…
continue reading
The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well a ...
…
continue reading
Welcome to my podcast. I’m a Canadian tax expert who has 30 years of experience at a specialist level dealing with Canada - US tax matters for the private client. I love the study of leadership. I’m passionate about entrepreneurship and how tax and economic policy impacts Canadian entrepreneurs and executives. This podcast will discuss topics relating to taxation, taxation policy, leadership, economics and the odd political comment as it relates to the previous topics.
…
continue reading
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
…
continue reading
MassBar Beat is the podcast of the Massachusetts Bar Association -- the preeminent voice of the legal profession in Massachusetts.
…
continue reading
This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
…
continue reading
Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
…
continue reading
Hosted by the hiring experts of Dallas-based recruiting firm Unity Search, Unity Talks features lively discussion with successful business leaders regarding their career path to success, obstacles overcome to become successful, and steps they have taken to remain on top of their profession. https://www.facebook.com/UnitySearch https://www.linkedin.com/company/unity-search/ www.unitysearch.com
…
continue reading
The Crotchety Old Men Podcast with George Crumley, Gary Smith and Paul Clements and their guests talk everything health and wealth. Listen weekly to learn about investing, tax strategies, as well as how to fight cancer and other dreaded disease through holistic alternatives. All of this from 3 “OG’s” who are retired, successful investors and living their best lives.
…
continue reading
The 10 Rules of Modern Work podcast series is a deep-dive into the Modern Work guide that we have put together to guide you to achieve success, happiness and fulfilment in a new world of work. Work as we know it today is vastly different from how it was just a few years ago. We are constantly facing disruptions by unpredictable and uncontrollable external forces such as technology, economy and societal changes. Our experts explore the big questions around the impact of technology and the dem ...
…
continue reading
PNC Bank is a highly diversified and growing financial services organization spanning the retail, business and corporate markets. PNC Bank's professional service podcasts help keep you current on industry developments, and provide informative banking commentary for professional service providers, such as accountants, attorneys, insurance providers, consultants, architects and engineers.
…
continue reading
The mission of the Leveled UP! podcast is to inspire and make a positive impact on lives through divine influence, focusing on healing the inner child within adults. The mission of the Leveled UP! podcast is to embrace our God-given identity and walk in the path God has laid out for us. The individuals I am called to minister to resemble me at six years old. They seem quiet and reserved, like a child in need of love but unable to articulate their needs. They look like me. Let's illuminate th ...
…
continue reading
From business strategy, to industry innovation and economic landscape analysis, we’ve brought together our experts to unpack how Australian businesses are doing things differently.
…
continue reading
The Taxgirl podcast is a series of conversations about taxes, money, and the choices we make. Because paying taxes is painful, but hearing about them shouldn't be.
…
continue reading
1
Mastering LinkedIn for Tax Professionals: Strategies for B2B Success
26:38
26:38
Play later
Play later
Lists
Like
Liked
26:38
Welcome back to the Marketing for Tax Professionals Podcast! In this episode, we dive deep into the world of LinkedIn and how tax professionals can leverage this powerful platform for business acquisition, especially in the B2B space. What You'll Learn: The importance of optimizing your LinkedIn bio and profile picture. Crafting a compelling headli…
…
continue reading
1
AI's Impact on Tax Research and More w/ Piritta Van Rijn
24:21
24:21
Play later
Play later
Lists
Like
Liked
24:21
In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…
…
continue reading
1
EP104: Get Your Tax Advice From A Licensed Professional
3:39
3:39
Play later
Play later
Lists
Like
Liked
3:39
The IRS Fresh Start Program has been around for over ten years, yet many tax relief firms claim it's a new initiative to attract clients. In this episode, I address the importance of getting tax advice from licensed professionals. We’ll debunk the myths surrounding the IRS Fresh Start Program and highlight the dangers of relying on unqualified advi…
…
continue reading
1
The personality traits of successful advisers
21:38
21:38
Play later
Play later
Lists
Like
Liked
21:38
Advisers are often portrayed as foot-in-the-door insurance salesmen. But this is misleading, says behavioural scientist Mark Pittaccio, who led a study into the personality traits of advisers. What he found raised some eyebrows at the university. Hosted on Acast. See acast.com/privacy for more information.…
…
continue reading
1
#23: Seas the Deduction: Business Travel on Cruises Explained
21:15
21:15
Play later
Play later
Lists
Like
Liked
21:15
If you've considered attending a cruise that relates to your business-you won't want to miss this episode. Learn the ways you can and can't write off a cruise as a business expense. Facebook Group for Tax Professionals Facebook Group for Real Estate Investors [00:00:00] [00:00:00] Welcome to Real Estate is Taxing, where we talk about all things rea…
…
continue reading
1
Reimagining Training: Mercia's Digital Evolution
9:21
9:21
Play later
Play later
Lists
Like
Liked
9:21
Lynn Radose, Mercia's Product Director and Pete McGrath, Head of Marketing discuss Mercia's shift to digital, on-demand, and bite-sized training programmes, responding to client needs and AI in learning. They also explore pathways to help clients navigate Mercia's extensive training offerings. For more information on this topic and more, please vis…
…
continue reading
1
S08 E01 Featuring Daniel Delby from Teacher Comedy Night
47:34
47:34
Play later
Play later
Lists
Like
Liked
47:34
This week, Mrs Angel gets the last term of the year off with a bang. Chatting with Daniel Delby from Teacher Comedy Night.By Sharyn Angel
…
continue reading
1
Ep #207: Saving for a Stranger: How Perceptions of Our Future Selves Affect Financial Decisions
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03
How do you perceive your future self? How you answer that may matter when it comes to your finances. Research shows we may have a particular POV when it comes to looking forward at our lives, which can lead to challenges in saving for retirement. On today’s episode, we'll explore how this disconnect, along with concepts like temporal discounting an…
…
continue reading
1
Episode 143 | Case Study | Break Free From Limitations: The Power Of Coaching With Tajni Diller
30:28
30:28
Play later
Play later
Lists
Like
Liked
30:28
Burned out and overwhelmed, Tajni Diller’s tax and bookkeeping firm was on the brink. In this episode, Michelle Weinstein interviews Tajni, who turned her business around with the power of coaching and mentorship. Discover the pivotal changes that led to her reduced workload, increased revenue, and renewed passion for her work. Tune in to hear how …
…
continue reading
Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.
…
continue reading
1
227 $3.5M Firm with a Budget for Being Uncomfortable (feat. Mike Meilinger, CPA)
47:49
47:49
Play later
Play later
Lists
Like
Liked
47:49
Episode 227 FACULTY: Mike Meilinger, CPA CLASS: #Shoperations In this episode, join us as we dive into an inspiring conversation with Mike Meilinger, a seasoned CPA and business coach who has transformed not only his accounting firm but also his health. Mike shares his incredible physical transformation and adopting extreme fitness regimes like 75 …
…
continue reading
1
Preparing for the FCA's protection review
23:40
23:40
Play later
Play later
Lists
Like
Liked
23:40
The Financial Conduct Authority has announced a review into the protection market, which will examine how products are sold and the use of commission arrangements. This podcast hears from industry experts Ian McKenna and Alan Lakey about what the industry must do next. Hosted on Acast. See acast.com/privacy for more information.…
…
continue reading
Blake and David meet with Natalie Lennon, the Australian accountant known as the "Queen of TikTok" in accounting circles. Natalie shares her experiences at Xerocon Nashville, discusses the differences between Australian and American accounting practices, and explains how she leveraged TikTok to grow her accounting business. She also outlines implem…
…
continue reading
1
Never give up: A CFO tackles tech implementation and triathlons
18:29
18:29
Play later
Play later
Lists
Like
Liked
18:29
Becoming a CFO isn’t easy. Neither is completing an iron-distance triathlon. Janice Stucke, CPA, is doing both, and she relies on accounting skills to improve in triathlon and applies triathlon persistence to her role as finance chief. Stucke is the CFO of CREW Network, the acronym standing for Commercial Real Estate Women. In this JofA podcast epi…
…
continue reading
1
David Bertrand, Leadership & Development Coaching
39:56
39:56
Play later
Play later
Lists
Like
Liked
39:56
David Bertrand, Leadership & Development CoachingBy RNCN
…
continue reading
1
David Cathey Executive Recruiter - Partner at UNITY
26:22
26:22
Play later
Play later
Lists
Like
Liked
26:22
On this episode of Unity Talks Podcast David Cathey Executive Recruiter - Partner at UNITY talks leadership.By RNCN
…
continue reading
1
#22: Rulings & Real Estate: Unpacking Two Critical 2024 Tax Court Cases
21:28
21:28
Play later
Play later
Lists
Like
Liked
21:28
Join me as I dive into two real estate focused Tax Court cases from summer of 2024. There's always something interesting to be learned when it comes to court cases. Facebook group for Real Estate Investors Facebook group for Tax Professionals TC Summary 2024-17 TC Summary 2024-13 [00:00:00] Welcome to Real Estate is Taxing, where we talk about all …
…
continue reading
1
David Nettles Shares the Top Skills Every Property Broker Should Have
2:57
2:57
Play later
Play later
Lists
Like
Liked
2:57
As David Nettles, a seasoned real estate professional and founder of Nettles & Co, emphasizes, success in this industry hinges on a combination of market knowledge, people skills, and adaptability.By davidnettlesofficial
…
continue reading
1
Remote Work Going Away or Here to Stay?
1:23:36
1:23:36
Play later
Play later
Lists
Like
Liked
1:23:36
Blake and David examine the evolving landscape of remote work, discussing recent trends and their impact on productivity and employee well-being. They also explore the commercial real estate market's challenges due to the shift towards remote work and its potential implications for the banking sector. Moving on, they take a look at recent audit fai…
…
continue reading
1
Accelerating FRS 102: Leveraging AI & Accounting Advisory to Streamline Compliance
59:17
59:17
Play later
Play later
Lists
Like
Liked
59:17
This bonus episode explores the upcoming changes to FRS 102 and how companies can prepare for the 2026 deadline. Isaac and _______ discuss the major updates to lease accounting and revenue recognition, highlighting potential challenges and practical solutions. The conversation delves into how artificial intelligence and modern software tools can st…
…
continue reading
1
Ep #206: Confusing Economic Signs: Decoding the Chaos
20:58
20:58
Play later
Play later
Lists
Like
Liked
20:58
We’ll kick today’s episode off with a surprising New York Times article that challenges the validity of supercentenarians and those so-called Blue Zones we discussed before. From there, we’ll explore the current economic landscape, where conflicting predictions are the name of the game. With a heated presidential race and fluctuating markets, it’s …
…
continue reading
1
Elections, Tax Changes, and Compliance Deadlines
53:15
53:15
Play later
Play later
Lists
Like
Liked
53:15
Roger and Annie discuss the unique challenges tax practitioners face as 2024 draws to a close. They explore the potential impact of the upcoming election on tax law, ongoing issues with the Employee Retention Credit, and the looming deadline for Beneficial Ownership Information reporting. The hosts provide insights on how to approach tax planning a…
…
continue reading
1
226 Creating a Crowdsourced Compensation Database for Accountants (feat. Dominic Piscopo, CPA)
46:49
46:49
Play later
Play later
Lists
Like
Liked
46:49
Episode 226 FACULTY: Dominic Piscopo, CPA In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary…
…
continue reading
1
#73: Jeremiah Smith from OpenCover on DeFi Insurance
49:48
49:48
Play later
Play later
Lists
Like
Liked
49:48
Since 2017, over $8billion has been lost on-chain due to smart contract hacks, infrastructure issues and rugpulls. The figure becomes even larger when you count phishing attacks and scam coins. Yet today the vast majority of on-chain transactions and protocol positions aren’t protected… for example if you look at DeFi current TVL which is around $8…
…
continue reading
1
Libby Walklett, The Ethical Bookkeeper (Manchester)
39:21
39:21
Play later
Play later
Lists
Like
Liked
39:21
Welcome to Accounting Steps! I’m Gareth Salomon, accountant and founder of Xenon Connect (software that automatically detects bookkeeping errors – faster) and today I’m excited to share a conversation I had while walking around Manchester on the eve of Accountex Summit with Libby Walklett, also known as 'The Ethical Bookkeeper'. In this episode, we…
…
continue reading
Hello, and welcome to the very first episode of Accounting Steps! I’m Gareth Salomon, coming to you from Wrexham, North Wales. I’ve been in the accounting world since 2003—working with businesses large and small, helping them navigate the numbers. Nowadays, I’m the founder of Xenon Connect, a software company that helps accountants and bookkeepers …
…
continue reading
1
Integrating Wealth Management with Accounting Services
1:03:12
1:03:12
Play later
Play later
Lists
Like
Liked
1:03:12
Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services - How non-traditional backgrounds can lead to innovative appro…
…
continue reading
1
Intuit Launches ERP, China Fines PwC, OpenAI's New Model
1:03:33
1:03:33
Play later
Play later
Lists
Like
Liked
1:03:33
Blake and David explore Intuit's new Enterprise Suite, a product that appears to compete with NetSuite in the mid-market ERP space. They also discuss a major audit failure by PwC in China related to Evergrande, raising concerns about the ethics and integrity at large accounting firms. They also discuss the tragic death of a young accountant at EY i…
…
continue reading
1
Will tech stock dividends change income investing strategies?
31:57
31:57
Play later
Play later
Lists
Like
Liked
31:57
A number of mega tech stocks earlier this year announced their first ever dividend payouts, joining a growing number of smaller tech stocks. What will this mean for income investing strategies? In this latest Talking Point podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Joris Franssen, head of the dividend and value team at…
…
continue reading
1
Creating an income portfolio for today's client
27:04
27:04
Play later
Play later
Lists
Like
Liked
27:04
The latest edition of the FT Adviser podcast looks at the challenges and opportunities associated with creating an income portfolio for clients in today's market conditions. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Jackson, investment specialist in the multi-asset team at JP Morgan Asset Management, Guy…
…
continue reading
1
How Kenyth Got His CPA Credits in 3 months and 36 Days
25:36
25:36
Play later
Play later
Lists
Like
Liked
25:36
Blake and David meet with Kenyth Holdefer, who shares his unconventional path to becoming a CPA. Kenyth details how he obtained his bachelor's and master's degrees in just over four months through Western Governors University's competency-based education model, followed by passing all four CPA exams within six months. Kenyth highlights his transiti…
…
continue reading
1
JofA highlights: Tackling accounting’s talent shortage, ChatGPT tips
20:56
20:56
Play later
Play later
Lists
Like
Liked
20:56
Jeff Drew, the JofA’s editor-in-chief, is the guest on today’s episode, the 400th in the history of the JofA podcast. He’s recapping for listeners some of the top articles of the summer and looking ahead to content in future issues. Drew, a former JofA senior editor and manager with the AICPA's Private Companies Practice Section, has focused on con…
…
continue reading
1
#21: - Head Start on 2024: Preparing as a 1065 or 1120S Filer Without Books
29:54
29:54
Play later
Play later
Lists
Like
Liked
29:54
Anyone with a 1065 Partnership or 1120-S S-Corporation should have bookkeeping in my opinion, but if you don't...this episode is for you. This is your head-start on getting everything together for your tax professional to file your 2024 business tax return. Facebook Group for Tax Professionals Facebook Group for Real Estate Investors Introduction […
…
continue reading
We are mainly exposed to microplastics by using various plastic products (i.e., plastic packaging containers, decomposing plastic materials, fishing nets, textiles, and personal hygiene products) and being exposed to paint fragments (e.g., abrasion of paint) that have flowed into the environment (i.e., air, water, seawater, or soil). As such, human…
…
continue reading
1
Help and Hope for Suicide Prevention, People in Recovery
29:13
29:13
Play later
Play later
Lists
Like
Liked
29:13
September is Suicide Prevention Month and also National Recovery Month. In this episode, host Jordan Rich talks with Amanda Rowan, chair of the MBA’s Lawyer Well-Being Committee and an assistant clerk magistrate in Middlesex Superior Court; Dr. Shawn Healy, PhD., director of administrative operations and a clinical psychologist at Lawyers Concerned…
…
continue reading
1
How do clients make the right financial decisions?
29:18
29:18
Play later
Play later
Lists
Like
Liked
29:18
This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and financial adviser Ollie Saiman share their ideas around behavioural biases and how to challenge them. The podcast qualifies for 30 mins CPD Hosted on Acast. See acast.com/privacy for more infor…
…
continue reading
Helen Knight looks at some of the potential changes Rachel Reeves might announce at the Autumn Budget on 30 October 2024. For more information on this topic and more, please visit www.mercia-group.com for further details.By Helen Knight, Head of Tax
…
continue reading
1
SuiteWorld Recap & Bookkeeping Startup Raises $200M
59:04
59:04
Play later
Play later
Lists
Like
Liked
59:04
Back from SuiteWorld, Blake and David discuss key takeaways from Oracle NetSuite's conference, including product updates and the event's growing scale. They also examine recent fundraising in the accounting-tech space, notably bookkeeping startup Finally's $200 million Series B round. Moving on, there's Big Four firm news, including PwC's layoffs a…
…
continue reading
1
How to Get Your First 100 Clients in Your Tax Pro Business
27:51
27:51
Play later
Play later
Lists
Like
Liked
27:51
Welcome back to the Marketing for Tax Professionals podcast! In this episode, we got you with the strategies for acquiring your first 100 clients in your tax pro business. This episode is packed with actionable tips and insights that you can start implementing right away. In This Episode, You'll Learn: - The different phases of tax season and how t…
…
continue reading
1
Ep #205: Life in the ER: Dr. Brian Laakaniemi on Simplicity and Seizing the Moment
42:49
42:49
Play later
Play later
Lists
Like
Liked
42:49
We’re excited to feature our first client on the Money Talk for ER Docs podcast! We’ve planned to do this for some time now and couldn’t be more thrilled to have Dr. Brian Laakaniemi as a guest as he discusses his path to EM as well as his finances. We love the idea of continuing to host existing clients on the podcast and we hope you, as a listene…
…
continue reading
Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.
…
continue reading
1
Episode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPA
37:20
37:20
Play later
Play later
Lists
Like
Liked
37:20
Are you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about …
…
continue reading
1
225 Marketing in the Age of AI (feat. Terrell Turner, CPA)
44:03
44:03
Play later
Play later
Lists
Like
Liked
44:03
Episode 225 FACULTY: Terrell Turner, CPA CLASS: #SocialStudies In this Social Studies episode of Accounting High, Scotty and Terrell Turner discuss the evolution of marketing in the age of AI and how firms can adapt to the changes brought by large language models like ChatGPT. Learn strategies to ensure your brand shows up in AI-driven searches. Te…
…
continue reading
Introducing Insight Tax Weekly: A Five-Minute weekly Podcast showcasing the best questions & answers from the InCite Tax Community. For More Information about joining The InCite Tax Community Click Here Welcome to Insight Tax Weekly, a new five-minute podcast sponsored by the Insight Tax community. This weekly show features showcased questions and …
…
continue reading
1
Tax Complexity - What Should Canada Do? - Episode 19
16:47
16:47
Play later
Play later
Lists
Like
Liked
16:47
Tax is complex. That’s a given. The voluminous and horrifically complex recent August 12, 2024 draft tax legislation released by the Canadian Department of Finance is continuing evidence of that. As a recent tax commentator said “complicated rules to mitigate the impact of complicated rules doesn’t do our tax system any favors”. That’s absolutely t…
…
continue reading
1
Over time, MPs might 'wake up to just how dreadful the social care deal is'
26:24
26:24
Play later
Play later
Lists
Like
Liked
26:24
Social care seems to be slipping further down the government’s agenda as it looks to ‘fix the foundation of the economy, in the words of chancellor Rachel Reeves. But why does social care need to be at the forefront of the discussion and how could the scrapping of the funding deal impact adviser’s conversations with their clients. In this podcast, …
…
continue reading