http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
…
continue reading
Welcome to The Enrollment Clinic, the premier podcast for higher education professionals focused on enrollment growth and admissions excellence. Hosted by Gjergj Dollani, this podcast is your go-to resource for staying ahead in the fast-paced world of higher education. Each episode features interviews with influential university leaders, admissions experts, and innovative thinkers who share valuable insights and strategies. With a wealth of experience in the industry, The Enrollment Clinic e ...
…
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
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
…
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 my #TaxTalk, where I clarify tax confusion for content creators. I’m Kesha JonTae, and with over 15 years as a CPA and Enrolled Agent, I help content creators - just like you - keep more of their money in their pockets and out of Uncle Sam’s hands. Join me each week as I discuss tax strategies and provide actionable advice and insights to navigate the tax world with clarity. Whether it's understanding regulations or leveraging tax-saving tips, #TaxTalk is your go-to guide for lear ...
…
continue reading
Helping Students Pass the Real Estate Exam across the U.S.Providing help with the PSI real estate exam and much more. Find out why real estate school students ALL across the U.S.get real estate exam help from 40 year veteran, John Mayfield to help them pass the real estate exam on the first attempt!Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first att ...
…
continue reading
I bomb atomically, Socrates' philosophies and hypotheses Can't define how I be droppin' these mockeries Lyrically perform armed robbery Flee with the lottery, possibly they spotted me - Triumph, Song by Wu-Tang Clan Welcome to the 36 Chamber of Taxes! Lets be honest, listening to taxes is as boring as it gets. However, you can't be taken seriously about wealth building if you disregard learning about tax resolution and minimization strategies. Our goal is to creatively share the tax knowledg ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Church Finance & Minister Tax Podcast- Church finances, Minister Taxes, Minister payroll, IRS Compliance
Michelle R Brown, EA, Christian Business Mentor, Enrolled Agent
Hey there, I’m Michelle and I love all things Jesus, business and church finances! I help church finance individuals just like you go from feeling confused and frustrated with what you don’t know about church finances, to being more confident in your role while increasing your proficiency and expertise in the church finance realm. Are you tired of Google searches that result in endless pages of answers to your questions about church finances, housing allowances and clergy taxes? Do you need ...
…
continue reading
John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. 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
Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
…
continue reading
Welcome to Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA. Carlos is the Founder of Tax Debt Consultants, LLC. He is and the author of How to Make The IRS An Offer They Can't Refuse. As an Enrolled Agent, Carlos is also an NTPI Fellow®. This is an elite group of professionals with significant expertise in representing taxpayers before the IRS. He has spent the last 19 years helping clients and customers all over the country get out of financial trouble and problems wi ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
…
continue reading
Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
…
continue reading
All about your finances and money management! Hosted by FolaSade
…
continue reading
Passionate publisher delivering the crème de la crème in literature📖. Explore our handpicked collection of must-reads. 🌟 #BookCurator #Books #eBooks #Audiobooks #PDF #Kindle #Mobi #ePub
…
continue reading
your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
…
continue reading
Podcast by John P. Mullowney
…
continue reading
"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
…
continue reading
Main Street Mavericks Radio brings you insights and strategies of exceptional Main Street businesses serving friends and neighbors in their communities as educators and advocates for their customers. With this show, we build the awareness of the importance of Main Street businesses across the nation because they are the places where we do business, make memories, and help our communities thrive.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
International Enrollment Agents 101: Boosting Your Higher Education Recruitment Strategy
19:08
19:08
Play later
Play later
Lists
Like
Liked
19:08
In this inaugural episode of the Enrollment Clinic Podcast, I explore the world of student enrollment agents, agencies, and platforms. As a seasoned admissions expert, I'm frequently approached by university admissions officers seeking guidance on collaborating with enrollment agencies. This episode is designed to answer those questions and provide…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week they explain how income tax is the new estate tax. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or cal…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth
39:10
39:10
Play later
Play later
Lists
Like
Liked
39:10
Gear Up for Growth With Jean Caragher Capstone Marketing In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC
27:45
27:45
Play later
Play later
Lists
Like
Liked
27:45
Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
635: Eric Kamont is a Technologist & Obstacle Course Racer [podcast]
43:53
43:53
Play later
Play later
Lists
Like
Liked
43:53
Eric Kamont, Director of Strategic Partnerships for the Industrial Metaverse at Microsoft, discusses the transformative power of integrating personal passions into professional environments. Eric shares how using personal interests as icebreakers has strengthened his connections in both work and while running youth programs. He reflects on losing 1…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 76 ~ FLSA and State Labor Laws: Which one wins?
10:24
10:24
Play later
Play later
Lists
Like
Liked
10:24
With the newest updates in the FLSA and salary requirements, there have been questions about how the State labor laws come into play. In today's episode, we discuss a couple of the sections of labor law and how each is affected. I am only providing you with a summary of research that I have done and am NOT providing legal advice. Take a listen. xo,…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
New Programs, Looming Deadlines, and Forum Insights
50:28
50:28
Play later
Play later
Lists
Like
Liked
50:28
Roger Harris and Annie Schwab explore recent tax policy changes, including updates to voluntary disclosure programs and new IRS enforcement efforts. They discuss the ongoing challenges surrounding Beneficial Ownership Information reporting requirements and their potential impact on tax practitioners. The hosts also preview their upcoming live podca…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations
30:55
30:55
Play later
Play later
Lists
Like
Liked
30:55
Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an Association for Accounting Marketing Marketer of the Year. Follo…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week they explain annuity income rider. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-826…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth
38:43
38:43
Play later
Play later
Lists
Like
Liked
38:43
Gear Up for Growth With Jean Caragher For CPA Trendlines “More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Follow Jean Caragher o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip
1:37
1:37
Play later
Play later
Lists
Like
Liked
1:37
Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk
1:49
1:49
Play later
Play later
Lists
Like
Liked
1:49
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors
53:34
53:34
Play later
Play later
Lists
Like
Liked
53:34
Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
IRS Letter 11: Your Financial Doomsday Notice
7:42
7:42
Play later
Play later
Lists
Like
Liked
7:42
In this critical episode of our podcast, Carlos Samaniego, expert tax consultant, dives deep into the implications of receiving IRS Letter 11, the final notice before the IRS takes action to seize your assets. If you’ve received this daunting letter, understanding your options and responding swiftly is vital to safeguard your financial future. Carl…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC
33:24
33:24
Play later
Play later
Lists
Like
Liked
33:24
Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Few industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift,…
…
continue reading
Here is my disclaimer… I am NOT providing legal advice here, I am simply telling you what I have learned so far about the new rules going into effect. xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEABy Michelle R Brown, EA, Christian Business Mentor, Enrolled Agent
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Charitable Distribution From IRA - No Income Tax
28:36
28:36
Play later
Play later
Lists
Like
Liked
28:36
Hans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income tax. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinal…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Art Werner: Tax Planning for Form 1040 | Quick Tax Tip
2:02
2:02
Play later
Play later
Lists
Like
Liked
2:02
Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles
42:34
42:34
Play later
Play later
Lists
Like
Liked
42:34
Leave the stone age behind. Join the new paradigm. The Disruptors With Liz Farr When Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and ev…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic
2:08
2:08
Play later
Play later
Lists
Like
Liked
2:08
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC
31:29
31:29
Play later
Play later
Lists
Like
Liked
31:29
ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the r…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
633: Dave Hartley is a CPA & Music Lover [podcast]
28:46
28:46
Play later
Play later
Lists
Like
Liked
28:46
Dave Hartley, a partner with Anders CPAs and Advisors and host of the But Who's Counting? podcast, shares his insights on the importance of authenticity and individuality in professional settings. Dave highlights how firm leaders play a crucial role in fostering genuine connections, especially in remote work environments. He recounts his love for m…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 901: Medicare Dual Eligible and Social Security COLA Increase
3:15
3:15
Play later
Play later
Lists
Like
Liked
3:15
This could have impacted thousands of Medicare beneficiaries across the country.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Distinction Between Care Manager And Agency Care Giver
28:21
28:21
Play later
Play later
Lists
Like
Liked
28:21
Hans and Robby are back again this week with a brand new episode! This week they discuss the distinction between care manager and agency care giver. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@ca…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Art Werner, Quick Tax Tip: Qualified Plans - IRAs
1:42
1:42
Play later
Play later
Lists
Like
Liked
1:42
Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Steve Yoss, Quick Tech Talks: Advanced Data Visualization Techniques in Excel
2:09
2:09
Play later
Play later
Lists
Like
Liked
2:09
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC
24:53
24:53
Play later
Play later
Lists
Like
Liked
24:53
From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hos…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Legacy of Ernie Mattison: Insights from an IRS Legend
5:45
5:45
Play later
Play later
Lists
Like
Liked
5:45
In this heartfelt episode, we pay tribute to Ernie Mattison, a former IRS agent whose profound wisdom and mentorship reshaped the lives of many, including our host, Carlos Samaniego. Listen as Carlos shares personal stories about how Ernie helped him navigate daunting IRS challenges and inspired his career change to become an Enrolled Agent. This e…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Beyond the Great Wall: Understanding the Chinese Student Market in the U.S.
34:48
34:48
Play later
Play later
Lists
Like
Liked
34:48
In this episode, we dive into: 🌏 The unique dynamics of the Chinese international student market 🎓 What makes Chinese students stand out from a U.S. university perspective 🌐 The impact of geopolitics on U.S. university recruitment strategies David shares his expertise on how Sunrise International bridges the gap between Chinese students and America…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 900: Now Is the Time for Business Owners and Salespeople to Sharpen Their Sales Skills
2:40
2:40
Play later
Play later
Lists
Like
Liked
2:40
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 74 ~ "Faith & Taxes: A Church's Legal Battle Over Social Security"
12:07
12:07
Play later
Play later
Lists
Like
Liked
12:07
Hello everyone, and welcome to today's episode of the Church Finance & Minister Tax Podcast. I'm your host, Michelle Brown, and today we're diving into a fascinating court case that highlights the importance of understanding tax codes and meeting filing deadlines when it comes to churches and Social Security taxes. In this episode, we'll explore th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Jody Grunden: Be Different. Make More Money.
56:34
56:34
Play later
Play later
Lists
Like
Liked
56:34
Prove the naysayers wrong. The Disruptors With Liz Farr In 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed their focus to creative agencies. Those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week they look to answer the question, can you appeal IRMA? Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 899: Improve Your Sales-The Time Is Now, The Need Is Great
3:21
3:21
Play later
Play later
Lists
Like
Liked
3:21
We have never released any portion of our 180-slide sales system training.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Dawn Brolin: Grow Your Firm By Shrinking It
1:18:20
1:18:20
Play later
Play later
Lists
Like
Liked
1:18:20
Make life at work better for yourself, your team, and your clients. The Disruptors With Liz Farr Dawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members, the opposite of the way most firms grow. She also drastically cut her client list, while nearly tripling her fees from a select group of just 19 cl…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Chris Hervochon: Be the Leader You Want to Work For
55:59
55:59
Play later
Play later
Lists
Like
Liked
55:59
Build a firm for your tribe. The Disruptors With Liz Farr Chris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accounting ARC: Exploring AI's Role in Modern Accounting
31:27
31:27
Play later
Play later
Lists
Like
Liked
31:27
Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life. Accounting ARC With Donny Shimamoto and Liz Mason Center for Accounting Transformation Hosts Liz Mason, CPA, and Donny Shimamoto, CPA/CITP, CGMA, explore the evolving role of artificial intelligence (AI) in the accounting profession, focus…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 898: The Rare Release of 321 Biz Dev Training POWER module
13:25
13:25
Play later
Play later
Lists
Like
Liked
13:25
I have never released this sales system training snippet. It's all about power.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Archos Advisors: A Structured Approach to Change Management
39:55
39:55
Play later
Play later
Lists
Like
Liked
39:55
Innovation Insights Center for Accounting Transformation With Donny Shimamoto Center for Accounting Transformation Managing change effectively is crucial for organizational success in a rapidly evolving business landscape. In the latest episode of Innovation Insights, Donny Shimamoto, CPA.CITP, CGMA, hosts Diane Brown, Managing Principal, and David…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 897: Medicare Annual Enrollment, Employee Benefits, Business Consulting
4:10
4:10
Play later
Play later
Lists
Like
Liked
4:10
It's July 31. Medicare Annual Enrollment Period is coming Oct 1 through Oct 14. We can accept applications starting October 15.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
631: Frank Szymanski is a Judge & Singer & Peacemaker [podcast]
34:57
34:57
Play later
Play later
Lists
Like
Liked
34:57
Judge Frank Szymanski discusses the importance of finding activities that bring joy and focus, advocating for spending time in "flow mode." Frank shares his passion for meditation, mindfulness, and yoga, and his efforts to implement these practices in the juvenile and adult prison systems. He also reflects on his dual identity as a singer in a Davi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 73 ~ Cyber Security Awareness Training for your Church
16:32
16:32
Play later
Play later
Lists
Like
Liked
16:32
As a tax professional, I am required by the Federal Trade Commission to take regular ongoing cybersecurity awareness training and I also have to have specific software in place to protect client data per FTC AND IRS requirements. Today, I will share some practical tips I have learned from my cybersecurity training to help protect your church from f…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rosenbloom: Don't Merge for the Money
1:01:22
1:01:22
Play later
Play later
Lists
Like
Liked
1:01:22
Merge to make a better business. The Disruptors With Liz Farr Ira Rosenbloom has worked in the M&A area with accounting firms for years, but things are changing today. The community of buyers is shrinking, so firms are being more selective about with whom they partner. Rosenbloom is also seeing more creativity in transactions, and acquiring firms a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Quick Tech Talks with Steve Yoss: Automation for Accountants
2:47
2:47
Play later
Play later
Lists
Like
Liked
2:47
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at CPA Trendlines here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual de…
…
continue reading
This podcast episode features tax controversy expert Hale Sheppard discussing the latest developments and challenges surrounding Employee Retention Credit (ERC) claims. Sheppard provides insights into IRS audit processes, potential penalties for ERC promoters, and the complexities of defending ERC claims. The conversation covers recent IRS announce…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
150 Hours Revisited: The Profession Needs a Facelift
15:08
15:08
Play later
Play later
Lists
Like
Liked
15:08
What if pipeline issues aren't related to education or experience, but rather just image? With Steven Sacks The NEW Fundamentals: Thriving in Disruption While firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gai…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accounting ARC: Where in the World Are You Seeing This?
44:31
44:31
Play later
Play later
Lists
Like
Liked
44:31
From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. EPISODE NO…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week's discussion is about the social security trustees report for 2024. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Finding Strength: How to Handle Tax Issues with the IRS
6:49
6:49
Play later
Play later
Lists
Like
Liked
6:49
Dealing with the IRS can feel incredibly stressful and overwhelming, but taking that first step is often the most challenging part. In this episode, Carlos Samaniego from Tax Debt Consultants shares insightful personal stories from his time in the Army, his son's journey at the Naval Academy, and his daughter's volleyball experiences to illustrate …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Steve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft Excel
1:50
1:50
Play later
Play later
Lists
Like
Liked
1:50
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading