))
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
…
continue reading
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
…
continue reading
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.
…
continue reading
CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
…
continue reading
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
…
continue reading
"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
…
continue reading
Real moms. Real mom financial issues. Real moms in business. Real stories. I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
…
continue reading
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.
…
continue reading
INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia’s award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
…
continue reading
We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
…
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
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
…
continue reading
CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice. In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing. Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
…
continue reading
Sales Tax & More is the weekly show that talks about everyone's favorite topic...Sales Tax! Listen in each week as we talk with experts, professionals, and more to help you understand this often-overlooked tax.
…
continue reading
Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
…
continue reading
The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world’s largest accounting bodies, with core serv ...
…
continue reading
Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia’s award-winning business magazine. Every podcast episode ...
…
continue reading
Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin share review past Grateful Dead concerts, discusses new music, shares music related news, concert updates and cannabis stories and his view of the industry. Produced By PodConx
…
continue reading
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
…
continue reading
This is THE podcast that helps women advance toward economic, social and political achievement. This podcast is here to inspire you, so you’ll take the necessary steps to advance your career to the next level. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance ...
…
continue reading
Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
…
continue reading
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
…
continue reading
The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
…
continue reading
Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
…
continue reading
California tax news snippets from the leader in California tax law analysis — Dedicated to bringing you tips and hot topics that will save you time and save your clients money.
…
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
Welcome to 'Building Your Money Machine,' (fka The Affluent Entrepreneur Show) hosted by Mel Abraham, CPA, a renowned financial expert and author of USA Today Bestseller, 'Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!.' On this podcast, Mel shares his insights and experiences from over 30 years in the field of wealth-building, entrepreneurship and mentorship to financial freedom. Each episode provides actionable strategies to master your money ...
…
continue reading
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
…
continue reading
All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
…
continue reading
John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
…
continue reading
This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
…
continue reading
Welcome to our exciting new podcast series! As part of our ongoing commitment to providing valuable educational content and opportunities, we're thrilled to launch an engaging podcast series tailored for our speakers and audience alike.
…
continue reading
You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
…
continue reading
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
…
continue reading
Welcome to the NextGen Strategies Podcast, the podcast for modern strategies to help family-owned, small businesses grow and compete. Join long-time friends Grant Covault, marketing strategist and owner of GC Strategies, and Tyler Davis, CPA and owner of DAT CPA, as they interview subject experts on a variety of subjects such as leadership, marketing, finance, operations and much more. If you are a current business leader, aspiring entrepreneur, or just someone looking to get the scoop on th ...
…
continue reading
Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
…
continue reading
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 ...
…
continue reading
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 are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
…
continue reading
In this award-winning show, CPA Richard and Joe bring on excellent and interesting VIP guests and experts to discuss a wide range of topics ranging from great financial advice for family offices to guests from the worlds of entertainment, health, law, philanthropy and relevant areas about our lives, leisure, legacy and beyond. Whether financial expert or notable guest, listeners are treated to great informational and spontaneous, entertaining conversations. See awards at http://www.iymoney.c ...
…
continue reading
This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
…
continue reading
The She Means Profit Podcast is devoted to helping entrepreneurs master their finances and launch, grow, and scale their businesses. Simple, digestible, actionable advice from Melissa Houston, an accredited CPA with over 20 years of experience. Real business owners, real talk, real solutions.
…
continue reading
1
How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner
35:03
35:03
Play later
Play later
Lists
Like
Liked
35:03
Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHO…
…
continue reading
Join Tom Wheelwright as he discusses how small businesses can better decifer the real from the fake by improving their due diligence in the cyber age with author and CEO, Cynthia Hetherington. Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm tha…
…
continue reading
1
53 - How To Go Global with Nick Sinclair of TOA
40:46
40:46
Play later
Play later
Lists
Like
Liked
40:46
4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it. 10:21 With outsourced functions, what …
…
continue reading
1
Modern Accounting Challenges: Tech and the Human Element
24:51
24:51
Play later
Play later
Lists
Like
Liked
24:51
Chris Papin returns to CPA Life’s Episode 51 for Part 2 of his conversation with host John Randolph. Their discussion shifts focus towards effective communication, training, and adapting to new technologies in accounting firms. Touching on the challenge inherent in teaching communication skills in a technical field like accounting, Chris stresses t…
…
continue reading
Join us as we take a look back at six top rated episodes and guests to celebrate International Podcast Day on Episode 179 of The Unique CPA. Featuring Josh Lance, Allan Koltin, Tim Petrey, John Garrett, Eric Green, and Al-Nesha Jones, Randy reminisces about each guest and the impact they’ve had on the Unique CPA Community and the profession as a wh…
…
continue reading
1
Ep.46: People want to feel the value and a sense of purpose.
29:41
29:41
Play later
Play later
Lists
Like
Liked
29:41
Ep.46: People want to feel the value and a sense of purpose. Timeline: 03:12 - Why Choose an Accounting Major? 04:34 - First Job After College in Accounting 08:30 - Current Generation’s Needs in the Accounting Profession 10:57 - Promotion Timeline for Experienced Staff from Different Backgrounds 13:58 - Career Change: Transition from Cooper to Ande…
…
continue reading
1
EP 70 - Resolving Tax Issues w/ Michael Rozbruch
42:27
42:27
Play later
Play later
Lists
Like
Liked
42:27
Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Get on our newsletter to gain access to free live events and exclusive insight you won't find a…
…
continue reading
1
#312 - Learning To Let Go Of Others’ Opinions
20:29
20:29
Play later
Play later
Lists
Like
Liked
20:29
As working moms, we often face a unique blend of expectations and judgments, both from others and from ourselves. We juggle career demands, family responsibilities, and personal aspirations, all while trying to meet a set of standards that sometimes feel impossible. It’s easy to get caught up in what others think about how we manage everything, fro…
…
continue reading
Helping your child find the right college can feel daunting, but learning from others makes the process much easier! Booth describes her journey through the college tour process, sharing the good decisions made as well as the mistakes, and the key lessons that helped her and her son find the right school. Tune in for valuable tips on helping your c…
…
continue reading
1
They Owe the IRS $18,000 and Only Have $25 Extra Each Week!
5:30
5:30
Play later
Play later
Lists
Like
Liked
5:30
Are your tax debt payments exceeding the amount of extra money you have every month? Listen to today's episode to learn more about your options. Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -Offer in Compromise Guidelines + Formula: EXACTLY How Much to Offer to the IRS!: • …
…
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
291. The Power of Section 179 for Commercial Real Estate and Short-Term Rentals w/ Nathan Sosa, CPA
32:31
32:31
Play later
Play later
Lists
Like
Liked
32:31
In this episode of the Tax Smart REI podcast, Thomas Castelli and Nathan Sosa explore the often overlooked Section 179 deduction and its potential benefits for commercial real estate investors and short-term rental owners. As bonus depreciation phases out, Section 179 is becoming more relevant for those looking to immediately expense certain capita…
…
continue reading
1
Podcast: Making adjustments on the California return
4:39
4:39
Play later
Play later
Lists
Like
Liked
4:39
This week we’re covering some of the more common California adjustments to be aware of for individual taxpayers.
…
continue reading
1
Ep 12, S 2 - Is there enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!
13:24
13:24
Play later
Play later
Lists
Like
Liked
13:24
In this episode, we dive into the opportunities available for licensed tax professionals in handling IRS collections cases. Using data from the IRS Data Book, we explore the prevalence of taxpayer delinquent accounts, offers in compromise, and installment agreements. The host discusses the potential earnings for tax professionals, emphasizing the b…
…
continue reading
In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…
…
continue reading
1
Empowering Widows in a Changing Financial Landscape
8:36
8:36
Play later
Play later
Lists
Like
Liked
8:36
The landscape of widowhood has seen significant changes in recent years, particularly in the realm of financial planning and wealth management. Kathleen Rehl, a financial expert and advocate for empowering […] The post Empowering Widows in a Changing Financial Landscape appeared first on Intelligent Investing.…
…
continue reading
1
The Shifting Landscape of Accounting Careers - Ep. 36
55:27
55:27
Play later
Play later
Lists
Like
Liked
55:27
Let's start off Q4 the right way, in the city that never sleeps, New York -- just like this episodes entrepreneurial CPA guest, Joey Reeves, founder of Universal CPA Review. Drew and Joey talk about the proposed 150 hour credit requirement change to the CPA exam, the shifting landscape of the accounting profession due to AI, and what it was like to…
…
continue reading
Are you ready to outsmart the game of money? It’s not just about making money; it's about mastering the art of financial strategy! In today’s episode, I delve into the principles that can help you build and sustain wealth. I talk about the power of negotiation and the importance of embracing a win-win mentality. From understanding the true value in…
…
continue reading
1
#70 - Do You Know The Difference Between An Escape Fail and a Worthy Fail?
30:54
30:54
Play later
Play later
Lists
Like
Liked
30:54
Have you ever found yourself hesitating to set ambitious goals or try new things because of the fear of failing? Or giving up before you know you should? If so, you're not alone, but I have some good news for you! In this week’s podcast episode, I’m diving into a topic we all face but rarely talk about: failure. But not just any failure—I'm talking…
…
continue reading
December 22, 2013 The post The Funding Crisis Facing Medical Research appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
…
continue reading
Buck and Zulfe discuss the critical importance of due diligence in investment, using the infamous Madoff scandal as a case study. They explore the challenges of detecting fraud, the role of auditors, and the relative safety of real estate investments. They also talk about current market trends, economic indicators, and the impact of geopolitical te…
…
continue reading
1
The Fed Just SLASHED Rates - What You NEED To Know!
33:17
33:17
Play later
Play later
Lists
Like
Liked
33:17
The Fed recently cut the rates by 0.5%, making the new target rate 4.75%-5.00%. Why did they cut the rate? And what does this mean for you? Let's walk through it together! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube …
…
continue reading
1
37 CAS Culture: Should you Love your Team? Is Churn Bad?
5:23
5:23
Play later
Play later
Lists
Like
Liked
5:23
On today’s episode of CAS Minute, we discuss how to build a positive culture in your CAS practice by ‘loving’ your team well. We also dig into how to position your team members most intentionally for positive outcomes in their personal life. Is churn bad or can it be a positive thing for everyone? We’ll cover strategies for fostering respect, appre…
…
continue reading
1
The TRUTH about 1099 Reporting for Business Owners
27:02
27:02
Play later
Play later
Lists
Like
Liked
27:02
Send us a text Do you know the different types of 1099 forms your business may need to file? In this episode, host Mike Jesowshek is joined by Christina Wright from Tax Bandits to discuss everything business owners need to know about 1099 forms. The conversation covers different types of 1099s, when they need to be filed, and who is required to rec…
…
continue reading
1
169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford
42:52
42:52
Play later
Play later
Lists
Like
Liked
42:52
Send us a text This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog. In this episode you’ll hear: How to declutter & create systems in your home Operating a business with ADHD Planning your day in your business How to…
…
continue reading
1
1,039: Driving Alignment Across Finance, Technology, and HR for Operational Success | Laura LaPeer, CFO, Plante Moran
50:20
50:20
Play later
Play later
Lists
Like
Liked
50:20
It wasn’t long after Laura LaPeer left public accounting to climb the corporate career ladder that she encountered her first delicate challenge as a corporate controller. Just a year into her new role, her employer was acquired, and LaPeer was unexpectedly asked to explain complex working capital issues to the new owners. The head of finance for th…
…
continue reading
1
Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
43:04
43:04
Play later
Play later
Lists
Like
Liked
43:04
Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, and he needs help getting out of a variable annuity. Kim is anxious that she made a mess of her finances and she wonders how much she should convert to …
…
continue reading
1
293. Unpacking EACH Real Estate Investment Strategy: Pros, Cons, and Tax Benefits
43:07
43:07
Play later
Play later
Lists
Like
Liked
43:07
In this episode of the Tax Smart REI podcast, Thomas is joined by frequent guest, Justin Shore, EA for the go-to guide to real estate investment strategies. They break down each strategy, the tax benefits, and the implications. Topics include: - The tax advantages of direct ownership and how to maximize deductions.- The differences between long-ter…
…
continue reading
1
Kelly Mann: Be the Bull in the China Shop | The Disruptors
55:55
55:55
Play later
Play later
Lists
Like
Liked
55:55
Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …
…
continue reading
1
Infinite Banking: A Game-Changer in Jason Jasper's Financial Journey
44:01
44:01
Play later
Play later
Lists
Like
Liked
44:01
In today's enlightening episode, we sit down with Jason Jasper Ausio, a dedicated credit union employee and savvy investor, who shares his compelling journey from land flipping to creating sustainable passive income with Infinite Banking and the "slow flip" real estate strategy. Discover Jason’s disciplined approach to financial education for his c…
…
continue reading
1
The Evolution of Grateful Dead Covers
1:18:29
1:18:29
Play later
Play later
Lists
Like
Liked
1:18:29
Exploring the Grateful Dead's Legacy In this episode of the Deadhead Cannabis Show, Larry Mishkin takes listeners on a nostalgic journey through the Grateful Dead's music, focusing on a concert from September 30, 1993, at the Boston Garden. He discusses various songs, including 'Here Comes Sunshine' and 'Spoonful,' while also touching on the band's…
…
continue reading
December 14, 2013 The post Patient Advocacy and Education for Young Veterans appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
…
continue reading
1
What can you expect from the new generation of millennial leaders?
11:41
11:41
Play later
Play later
Lists
Like
Liked
11:41
Millennials had leaders scratching their heads when they first entered the workforce in the late 1990s. As they step into leadership roles, millennials have the potential to reshape the workplace and redefine the future of work. Listen to the full episode. Click to read the article INTHEBLACK Out Loud brings you a curated selection of audio article…
…
continue reading
1
How to add a user interaction into Power Query
11:57
11:57
Play later
Play later
Lists
Like
Liked
11:57
Reports are crucial to your work, aren't they? Power Query is a valuable tool for importing many types of data into Excel to help you create these reports. However, it does have limitations. In this episode, you’ll learn how to address one of Power Query’s key shortcomings: user interactions. By using staging queries, reference techniques and range…
…
continue reading
1
6 ways a manager can coach their team to success
6:04
6:04
Play later
Play later
Lists
Like
Liked
6:04
If you are a manager wanting your team to kick more goals, it may be time to put on your coach's hat. Coaching requires a different skill set to traditional management, but there are certain rules that can help you put coaching into action. Listen to the full episode. Click to read the article INTHEBLACK Out Loud brings you a curated selection of a…
…
continue reading
What is a marketing trap How is this relevant in the sales tax world ? How do you avoid a marketing trap?
…
continue reading
In today's podcast Paul has another conversation with Mitchell Hora of Continuum Ag regarding Section 45Z and how this may help provide additional revenue to farmers. We are still waiting for guidance from the IRS on the credit, but here are certain steps that farmers should take now to be prepared to participate. See omnystudio.com/listener for pr…
…
continue reading
"With the Fed meeting today, and projections saying that they will drop rates a half percent, at what point should I pull the trigger and refinance?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the n…
…
continue reading
1
36 CAS Marketing: Become a Thought Leader in Your Industry
5:39
5:39
Play later
Play later
Lists
Like
Liked
5:39
On today’s episode of CAS Minute, we dive into how to position your CAS firm as a thought leader in your industry. We’ll explore key strategies like creating valuable content, hosting webinars, leveraging social media, and sharing client success stories to build trust and credibility. By the end of this episode, you’ll have the tools to establish y…
…
continue reading
1
Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations
32:58
32:58
Play later
Play later
Lists
Like
Liked
32:58
Capstone Conversations With Jean Caragher For CPA Trendlines According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads. Full episode note here | More Capstone Conversations here | Follow Jean Carag…
…
continue reading
1
What the insurance industry is lying to you about
31:00
31:00
Play later
Play later
Lists
Like
Liked
31:00
Are you ready to uncover the myths and truths behind life insurance? It's time to demystify what the insurance industry might be keeping under wraps! In today’s episode, I dive deep into the world of whole life insurance versus term life insurance. I'll break down the costs, benefits, and potential pitfalls of each type of policy. We'll explore how…
…
continue reading
In this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or otherwise) should be thinking…
…
continue reading
1
From Comfort Zone to Success: Mindset Strategies for Entrepreneurs
16:09
16:09
Play later
Play later
Lists
Like
Liked
16:09
"The way you think determines your success." — Melissa Houston Have you ever wondered why some entrepreneurs thrive while others falter? It’s not just about skills or strategy—it's mindset. In today's episode, we're diving into the first step of my Profit Method Framework: mindset. Why start here? Because your mindset can make or break your busines…
…
continue reading
1
1038: Driving Financial Agility in a Global Tech Landscape | Joey Wong, CFO, Lenovo Asia Pacific (PCSD)
56:20
56:20
Play later
Play later
Lists
Like
Liked
56:20
In the mid-2000s, the world’s attention increasingly turned toward Asia, driven by the region’s rapid economic growth – not to mention the 2008 Beijing Olympics. It was within this atmosphere of excitement and potential that Joey Wong made a pivotal career decision. Having grown up in Los Angeles after her family immigrated from Hong Kong, Wong had…
…
continue reading
1
465: Due Diligence in Investing and Business
27:13
27:13
Play later
Play later
Lists
Like
Liked
27:13
Due diligence is certainly something you do when making a big investment or buying a business. But it’s actually something that should apply to all areas of life—whether you’re signing a contract at work, getting involved in a new relationship, or even deciding which dating app bio seems like it won’t end in a true-crime documentary. In the busines…
…
continue reading
December 7, 2013 The post Life and Times of San Diego Architect Rob Quigley appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
…
continue reading
1
244 | Wired Wisdom: Unraveling the Mysteries of Procurement Fraud with Stephanie Forbes Part 1
34:12
34:12
Play later
Play later
Lists
Like
Liked
34:12
Welcome to a new episode of the Art of Consulting podcast, where we engage in deep discussions with some of the most knowledgeable and insightful professionals in the business world. Today, we are privileged to welcome Ms. Stephanie Forbes back to the show. Recognized as a national expert in value chain management, Stephanie brings over two decades…
…
continue reading
1
Beneath the Surface: How to Manage Complexity and Achieve Greater Clarity - a Planning Aces Episode
45:41
45:41
Play later
Play later
Lists
Like
Liked
45:41
In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments. Through their stories, listeners will gain a deeper und…
…
continue reading
