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: [email protected] or visit www.investedwithyou.com/podcasts.
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CPA Time Podcasts
Three girlfriends --Carolyn Leslie, Pam Norals, and Almedia Johnson -- who come together to have lively conversations full of knowledge, wisdom, and nuggets to help you along the way.
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Marie Torossian, CPA is #your10xcpa, and #notyourtypicalcpa
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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.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
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Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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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 ...
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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 ...
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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 ...
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"Oh My Fraud" is a podcast where the true crime is shocking, gruesome, heinous, but with way fewer dead bodies. Hosted by Caleb Newquist, each episode explores fraud cases from petty swindles to corporate conspiracies, examining the people involved, their motives, methods, and how they spent the loot before it all came to a spectacular, inevitable end.
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Host Allen LaNear brings you the news that is affecting your money in the moment here in southeast Texas. www.theeconomicstate.com
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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Hey, Creative! Are you ready to discuss profits, the money, the ways to make it happen? The profitable creative podcast is for you, the creative, how you define it. Videographers, photographers, entrepreneurs, marketing agencies. You get it. CEO of Core Group and author Christian Brim interviews industry experts, creative entrepreneurs and professionals alike who strive to be creative and make money at the same time. Sound like you? Tune in now. It's time for profit.
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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
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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 ...
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Want to quit your job and build real financial freedom—but not sure where to start? This podcast is for millennial entrepreneurs who are ready to take control of their future through business ownership. Whether you’re looking to start a business, buy an existing business, or grow a side hustle into a full-time gig, we give you the real-world playbook that actually works. Hosted by Charles Harris, a CPA turned business owner, and Dr. Seth Jenson, director of The Entrepreneurship Institute and ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don't forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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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.
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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.
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Tax and Money Mastery Cut taxes, crush debt, and grow your money — made simple
Ashley Freeman Lower Taxes, Get out of Debt, Grow my Money, Pay Less Tax, Business Taxes
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Are you tired of feeling lost when it comes to your money? Wondering how to get real tax help or how to legally pay less to the IRS? Have you ever asked, “How do I increase my income, save more for retirement, or finally get out of debt?” You’re not alone — and you’re in the right place. Welcome to Tax and Money Mastery, the podcast that makes taxes and finances simple, strategic, and surprisingly empowering. Each episode breaks down complex topics like tax-saving strategies, debt eliminatio ...
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The Profit Pillars Show by Evolved Finance gives entrepreneurs the guidance and clarity they wish they had sooner. Each episode delivers actionable advice based on Parker's years of experience helping business owners grow stronger, more profitable businesses.
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What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter? Let's find out. It's Tech Time at Accounting High.
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Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you va ...
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
15100
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, 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'l ...
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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 ...
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This Podcast provides an independent perspective on Acumatica Cloud ERP, hosted by Tim Rodman, (CPA-Inactive), an Independent Acumatica Consultant
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Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
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Being a solopreneur or small business owner isn’t easy—you’re wearing all the hats, managing clients, handling finances, and trying to grow without burning out. That’s where this podcast comes in. Hosted by Joe DiChiara, CPA, entrepreneur, and business mentor, How to Win BIG at Business delivers straight talk, practical strategies, and real stories that help you cut through the noise and focus on what really moves the needle. Each week, we dive into topics like: Smarter tax and money strateg ...
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A practical podcast series that transforms audit professionals from checkbox practitioners into strategic advisors. Each episode tackles a specific audit challenge—from risk assessment mistakes to client management—providing actionable solutions through real-world examples and practical frameworks. Learn to deliver higher-quality audits in less time while avoiding the most common pitfalls that plague the profession.
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
Rick J. Krebs, M&A Advisor, CPA and CEPA
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M&A Murders & Accusations: The Good, the Bad, and The Ugly of Selling Your Business! We dig deep into what you MUST know when selling your business. Learn how to NOT kill the sale of your business. Rick J. Krebs, the mastermind M&A Advisor (Mergers & Acquisitions, not Murders and Accusations) and expert at selling businesses, has transformed the lives of countless business owners by helping them secure the right buyer at the right price. You have only one chance to sell your business and thi ...
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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 ...
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This is Proof Point podcast where we decode digital success, one click at a time. We share key takeaways fueled by data and insights that your team can implement today to drive growth.
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The Fulfilled Accountant is the podcast for accounting and finance professionals who want to stress less and feel more fulfilled, happy, and valuable at work and at home. You won’t find boring accounting guidance here. Instead you’ll learn all the mindset skills that help you be a better leader, build better work and personal relationships, create self confidence, and create a life you love. Join host, Sarah Nemecek, a CPA turned life coach who understands what it’s like to be where you are, ...
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Hi. My name is John. I am a website specialist. I began website architecture 15 years prior. The initial 2 years I worked in a little studio, at that point went to outsourcing. Presently I work at https://biggico.com/ My principles are the means by which I turned into a fruitful architect. I begin working toward the beginning of the day, so I have additional time I generally take a shot at the outcome so as not to re-try it. Configuration is continually beginning to draw on paper. The princi ...
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Divestopedia Exit Strategy Insights; where we interview world class thought leaders on all topics related to mergers and acquisitions for private midsize businesses. If you're an entrepreneur thinking of a strategic corporate transaction, like selling your business, raising private equity capital or going through acquisitions, this show is for you. You'll learn everything you need to know about mid-market M&A from start to finish, and everything in between.
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Bookkeeping is our business and that is all we do. Unlike the competition, we are headquartered Irvine CA and all of our staff is the beautiful USA. Our Bookkeeping services are focused to Small Businesses, CPA/Accounting firms, Franchisors/Franchisees and Venture Capital Firms.We understand that your business has core activities and core competences which require time with your clients rather than monotonous bookkeeping activities. We are geared exclusively to help these firms manage the bo ...
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No Boxes: Just Verses is where inspiring leaders reveal the songs and stories that shaped their journey. Join host Shannon Nash, a global C-suite leader, attorney, and CPA, as she goes beyond titles and trophies to explore the moments that truly defined today's top executives, entrepreneurs, and artists. Each episode is a deep dive into a guest's personal "Leadership Playlist," uncovering the pivotal lessons and life-changing moments tied to the music that moved them. From career breakthroug ...
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SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Welcome to Tax Talk, your tax focused podcast for valuable small business strategies. Join CPA/Attorney Brad as he uncovers insights that could potentially save you $10,000 or more on average, while Army veteran and entrepreneur Josh challenges his conventional tax wisdom, asks the questions everyone is thinking, and tries to find legal ways around the tax laws. Schedule time to discover your tax overpayments --> https://calendly.com/exponential-lee/30min
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Do you want to build a successful rental business? Actionable and practical principles, strategies, and methods you can use to grow a successful rentals company. Hosted by Eddie Sauceda and Xavier Kelly who are seasoned entrepreneurs who run a $1.75 million/year event rental and staffing company in Dallas Fort-Worth Texas.
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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.
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Dunn: Time's the Wrong Growth Metric | Gear Up For Growth
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Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time TEDx speaker and cofounder of B1G1 challenges accounting leaders to rethink how success is measured and t…
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Re-Release: The Most Undervalued Skill in Accounting: Confidence
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You're listening to a re-release of a past CPA MOMS podcast episode. We're resharing this conversation because the topic of confidence continues to come up for women in accounting, especially when stepping into leadership, growth, or ownership. If you missed this episode the first time, or if you need the reminder right now, it's worth another list…
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How Smaller Firms Can Outsmart the Big Four on AI | Accounting Voices
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Agility, transparency, and judgment matter more than billion-dollar platforms. Accounting Voices With Rob Brown The Big Four are spending billions on artificial intelligence, cutting thousands of jobs, and reshaping how accounting work gets done. That scale can feel intimidating—especially if you’re running or working inside a small or mid-tier fir…
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Options for entities that never formally dissolved
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This week we're talking about entities that ceased doing business but never dissolved, and what their options are.
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One Step at a Time: David Ellner’s Blueprint for Large-Scale HVAC Efficiency
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This episode of SF Commercial Property Conversations with Bruce Bean dives deep into the complex world of modernizing HVAC systems in large-scale commercial buildings with engineering veteran David Ellner. With over 45 years of experience, David shares how he acts as an owner’s representative, project manager, and commissioning agent—often all at o…
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We're back with a new edition of an annual favorite: Net Worth By Age! We take a look at the net worth of Americans at every decade by both average and median. Then we take a look at how much Americans have in terms of financial assets and compare that to our Money Guy Milestones. See how you stack up and if you are on track to reach your financial…
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Roman Kepczyk: Technology IS the New Business Model | Gear Up For Growth
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Firm leaders can no longer ignore this conversation. Gear Up for Growth With Jean Caragher For CPA Trendlines Technology is no longer something CPA firms use to get work done. It’s what defines how firms compete, scale, attract talent—and increasingly, how they’re valued. That was the clear, unambiguous message from Roman Kepczyk, director of Firm …
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2026 IRS outlook and a discussion on tax and financial planning
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During the first AICPA Town Hall of 2026, Former U.S. Treasury Deputy Secretary Michael Faulkender joined us to discuss the current state of the IRS and 2026 outlook for rates and inflation. Plus, we had a practitioner discussion on tax and financial planning opportunities to think about as you kick off the year, along with the latest DC and techni…
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A Strategic Growth Story: How Acquisitions Fueled Success
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Some business stories are loud. This one is not. It is a story about a company that rode a massive kerosene wave, watched that wave fade, and still found a […] The post A Strategic Growth Story: How Acquisitions Fueled Success appeared first on Intelligent Investing.By Hans Blake, CFA, CPA
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Riding the Waves: David Stein on Navigating Real Estate Cycles
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In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with David Stein, a mortgage expert with nearly 25 years in the business. From a chance encounter in a bar that sparked his career to navigating complex real estate cycles and the ups and downs of the market, David shares his powerful story and what it takes to thr…
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Specialization Is a Superpower | Joshua Thompson
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Send us a text PROFITABLE TALKS... In this episode of The Profitable Creative, host Christian Brim speaks with Joshua Thompson of Bright Beam SEO about the intricacies of local SEO, the evolution of marketing strategies, and the importance of specialization in business. Joshua shares his journey from financial services to SEO, the challenges he fac…
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#136 - "I Know What to Do, But I'm Just Not Doing It"
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Have you ever made a plan, felt totally ready to follow through, and then… didn't? You told yourself you'd start tomorrow. You even meant it. But tomorrow came, and somehow, nothing changed. You might've even thought, "What's wrong with me? I know better." If that sounds familiar, you're not alone—and this week's episode of The Smarter Accountant P…
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16 Contractor or Employee One Tax Decision the IRS Loves to Audit
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W-2 or 1099? The Worker Classification Mistake That Could Cost You Thousands Hiring help should move your business forward—not expose you to IRS penalties, back taxes, and state labor violations. Yet worker misclassification remains one of the most common and expensive mistakes business owners make. In this episode, we break down the real differenc…
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Return Season is the New Stress Test | ARC
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E-commerce growth forces firms to rethink accruals, margins, and sustainability. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Holiday shopping has never been easier. With a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items wi…
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Kelly Frye on Texas Roots, Hollywood Success on Criminal Minds and The Flash, and Reinvention as an Entrepreneur and Arts Advocate
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Are you afraid to start over? Do you feel like it’s too late to pursue a creative passion or pivot your career because you didn't start young enough? Whether you are navigating a competitive industry, recovering from a personal setback, or simply feeling the itch to try something new, this episode of No Boxes, Just Verses is your blueprint for resi…
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Changing Lives in Midland One Yard at a Time
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Message us! In this episode of our WPCares series, host Emily Landry sits down with Jake Smith and Stephen O’Dell, President and Vice President of Neighbors Eden Project in Midland Texas. Their organization is one of the first recipients of a grant from the Whitley Penn Philanthropic Fund. What started as a family outing inspired by YouTube lawn ca…
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The Third Layer Tax and Accounting Firms Are Missing
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Most tax and accounting firms are not broken. They are incomplete. In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton introduce a simple but powerful framework that explains why so many firms feel harder to run than they should. Every firm has three layers. The Work Layer handles compliance and deliverables. The Team Laye…
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Leadership That Lasts with Nathan Stuckey
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In this episode of the NextGen Strategies Podcast, we sit down with Nathan Stuckey, founder of Stuckey Law Firm, to talk about leadership that lasts. Nathan shares his path from law school to launching his own firm, the lessons he learned by growing through people instead of chasing scale, and why trust is the foundation of any sustainable business…
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Affordable, Attainable, and Profitable: Michael Sapuppo’s Approach
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In this episode of SF Commercial Property Conversations, Bruce Bean welcomes veteran commercial real estate lender and affordable housing developer Michael Sapuppo. Michael shares his fascinating career journey, from windsurfing in California to mastering commercial and multifamily lending, and ultimately becoming a major player in the affordable h…
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379 Your CPA Firm Can Handle More Than You Think
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Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Is your firm one bad decision away from falling apart? Probably not – even though it sometimes feels that way. This episode reframes what actually puts an accounting firm at risk, and what just hurts in the moment. You’ll hear why most firms are far more resilie…
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Best and Worst States for Saving a Down Payment on a Home
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How long does it take to save for a home? It depends, especially based on where you live! A recent report from Consumer Affairs ranks all 50 states by how long it would take the average American to save for a home down payment. We dive deep into the data and add on our Money Guy spin. Then we answer your financial questions - and celebrate the 20th…
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Was 2025 the Worst Year Ever for Online Businesses?
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A lot of online business owners felt like 2025 was a rough year. Leads were harder to get, sales felt slower, and many people started questioning whether something was wrong with their business. In this episode of The Profit Pillars Show, Parker Stevenson, CEO of Evolved Finance and author of Profit Pillars, looks at whether 2025 was actually a bad…
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Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency
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Integrated planning, not heroics, creates life-changing outcomes for clients. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with …
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Guest Episode #1 — Featuring Vincent A. Lanci Expert Podcaster & Podcast Producer
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Send us a text In this powerful guest episode, Joe DiChiara welcomes award-winning podcaster and author Vincent A. Lanci, whose remarkable story of survival and reinvention has inspired audiences around the world. After being struck by a car, placed in a coma, and told he might never walk or live independently again, Vincent rebuilt his life from t…
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Brenda deGerald: Applying Illumina-Level Precision to Real Estate
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In this episode, Bruce Bean talks with Brenda deGerald, a biotech professional turned real estate investor, about her unique journey from science to syndication. Brenda shares how her time at Illumina gave her the precision, patience, and process that she now applies to navigating complex real estate deals. Brenda takes us through her first exposur…
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Send us a text PROFITABLE TALKS... In this episode of Profitable Creative, host Christian Brim interviews Austin Bonderer, an intellectual property patent attorney with over 26 years of experience. They discuss the nuances of intellectual property law, including patents, trademarks, and copyrights, and the importance of protecting one's creative wo…
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Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors
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Firms that wait until a partner is ready to retire have already waited too long, plus 19 more key takeaways. The Disruptors With Liz Farr Erin Daiber, founder and CEO of Well Balanced Accountants, keeps seeing the same issue in firm after firm. A partner announces their intention to retire within a year or two, and the firm suddenly realizes no one…
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The Retirement Plan Mistake Most Advisors Won’t Admit
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What if your retirement plan isn’t worth the fancy binder it came in? Ryan Herbert dives into the hidden pitfalls of traditional retirement planning and exposes why many glossy plans leave retirees anxious and unprepared. He shares real stories of clients who discovered their plans were built on shaky assumptions and how a detailed, step-by-step ap…
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"Join Tina Tran as she breaks down how hosting your own event can drive real growth for your business. She walks through why running your own event works as a powerful marketing strategy, how it builds community and visibility, and how to plan it the right way. Tina also covers what to consider when choosing a theme, keeping it fun and seasonal, an…
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In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, to discuss why doing quality work consistently is the foundation of trust, growth, and long-term success in your career. Mindy shares practical lessons from her professional journey, including how hands-on experience strengthens learning, why mistakes can be pow…
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Smarter in 5 Minutes: Why Time Blocking Works (Even If You Think You Hate It)
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If you've ever tried time blocking and felt boxed in, frustrated, or like it "just doesn't work for you," you're not alone. But the issue isn't the system—it's what your brain does when structure shows up. Time blocking works because it helps you make decisions in advance with your smarter brain, instead of letting your overwhelmed brain run the da…
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Her Coast FIRE Plan Has Some MAJOR Holes | Making a Millionaire
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Danielle is a 33-year-old self-employed sign language interpreter earning $110,000 annually in the DC area. After building an impressive $181,000 net worth in just four years, she's experiencing severe savings whiplash, dropping from a 60% savings rate during COVID down to just 8% today. Inspired by the book Die with Zero and the Coast FIRE movemen…
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How the Wealthy Think Differently: Inside the Rockefeller Mindset with Garrett Gunderson
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Get ready to transform your wealth-building strategy! Join us for the Wealth-Building for the Rest of Us: Real Estate, Franchising & Infinite Banking Masterclass on January 15, 2026 (1:00–4:00 PM CT). Learn from industry experts Anthony Faso & Cameron Christiansen, Monika Jazyk, and Lance Graulich as they reveal how to leverage Real Estate, Franchi…
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15 Top 5 Hidden Tax Traps for Entrepreneurs: Avoid 1099 Mistakes, Home Office Errors & Missed Deductions
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Top 5 Hidden Tax Traps for Entrepreneurs Many entrepreneurs unknowingly make tax mistakes that lead to penalties, audits, and missed deductions. In this episode, we break down five of the most common hidden tax traps that impact business owners, freelancers, and 1099 contractors—and how to fix them before they become costly. In This Episode, You’ll…
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Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
32:53
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A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore. The Concierge CPA With Jackie Meyer For CPA Trendlines The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundat…
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Malinda Williams on Her Evolution from Soul Food’s "Bird" to Tech Innovator: Teaching Herself HTML and Empowering Women Through the Arise and Shine Foundation
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Are you feeling stuck in a wilderness season, unsure of your next move, or afraid to pivot? Whether you are navigating a career transition, facing financial uncertainty, or simply trying to rediscover your voice, this episode of No Boxes, Just Verses is the inspiration you need. We go beyond the resume to explore how to turn rock bottom into a laun…
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360. Why Short-Term Rentals Are Still the #1 Tax Strategy for 2026 ( + New Tax Court Case)
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In this episode of the Tax Smart REI Podcast, Thomas Castelli discusses the #1 tax strategy for 2026, plus a new tax court case involving the real estate professional status (REPS) and a short-term rental. If you're a high-income earner, this is for you. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEe…
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In this episode, Nicole Kehl sits down with speaker Clinton Young to explore what it really means to reignite your human spirit. Clinton opens up about his personal rock bottom after the 2008 recession and the transformational journey that followed. He shares his "Magical Success Formula" and the seven life-changing "Black Sheep Habits" that can he…
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Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
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Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Client Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different o…
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AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
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The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Artificial intelligence is no longer a side project in accounting. It is the main event. The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the l…
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California nonconformity to business meals deductibility
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This week we're covering California nonconformity to the federal rules for business meals and entertainment.
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EP 131 - The Biggest Tax & Wealth Lessons I Learned in 2025 - Most People Miss This
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Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structure…
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Investing is the cornerstone of building wealth and achieving financial independence, but costly mistakes can derail progress. We walk through five critical investing mistakes that can cost you both time and money. From waiting too long to start investing (the average American doesn't begin until age 33) to starting too soon (without proper financi…
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AI Exposes Weak Business Models | Gear Up For Growth
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It accelerates advisory work, but only if firms rethink pricing and risk. Gear Up for Growth With Jean Caragher For CPA Trendlines On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and t…
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Have you ever felt more pressure than excitement when a new year begins? You start seeing all the "new year, new you" posts, everyone's talking about big goals and fresh starts… and instead of feeling motivated, you feel that little knot in your stomach. If you've ever thought, "This year has to be different," only to immediately feel overwhelmed, …
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, Christian Brim hosts Beatrice Gutknecht from Badassery by Bee. They discuss the concept of 'badassery' as doing things exceptionally and pushing back against social norms. Beatrice shares her journey of starting her business, overcoming personal and professional challeng…
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Episode 173 | Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
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Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard Debra Kilsheimer, who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkee…
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Small Firms May Have the Biggest Advantage in 2026 | ARC
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Less legacy infrastructure could mean faster adoption and outsized opportunity. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In their New Year’s episode, the hosts of Accounting ARC do something many industry commentators avoid: they revisit last year’s predictions, mark what proved accurate…
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Goal Setting for Godly Entrepreneurs What does it mean to pursue growth without compromising faith? In a culture that celebrates hustle at all costs, godly entrepreneurs are called to build differently—with intention, stewardship, and trust in God’s direction. In this episode, we explore how faith-based entrepreneurs can set meaningful goals that h…
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