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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CPAs Podcasts
This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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Federal Tax Update Podcast Series
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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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.
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Tune in to Construct-ive Conversations, hosted by Brown Edwards CPAs. Gain valuable insights on various trends impacting the construction industry in addition to accounting, tax planning, and financial management to help your business thrive in today's complex landscape.
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Beyond Bitewings focuses on helping dentists with the business side of dentistry. Our podcast episodes are a mix of outside experts, and discussions within our own team of CPA's, financial planning, and business experts. This is the podcast for those looking to strengthen your dental practice, run a practice more smoothly, and increase your take-home pay.
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Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
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The Small Firms Philosophy podcast has become "Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November ...
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How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.
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Award-winning Colorado divorce attorneys, Ryan Kalamaya and Amy Goscha, provide an approachable, insider view to divorce, parenting, relationships, and breakups. Episodes will include conversations with experts such as custody evaluators, CPAs, mediators, and family law judges. Listeners can expect to receive tips, tactics, and a frank conversation about some of life's toughest topics. Many people think that divorce is like climbing a mountain. Ryan and Amy have guided countless clients to t ...
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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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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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The Tennessee Society of CPAs presents TSCPA Talks, featuring CPA smarts & CPA stories from our members and leaders in the field.
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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.
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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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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.
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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Slash Tax is your go-to podcast for legal tax strategies, powerful incentives, and tax-advantaged investments. Hosted by Heidi Henderson, this show is designed for high-income earners, business owners, real estate investors, and CPAs who want to cut tax bills, keep more cash, and build lasting wealth. Each episode brings expert insights, actionable strategies, and real-world examples—helping you take control of your financial future.
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Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
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Valuation Podcast.com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a Business Valuation Expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
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The Accounting For You podcast provides relevant tax and accounting information to help you and your business succeed. Visit us online: http://www.arcpas.com
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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
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1
Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
Tiffany Phillips, CPA & Small Business Tax Strategist
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Stop Overpaying Taxes by $50K-$100K+ Every Year | The #1 Podcast for Women Entrepreneurs & Business Couples Who Want to Keep More of Their Hard-Earned Money Are you a successful woman entrepreneur or part of a husband-wife business team tired of watching 30-50% of your profits disappear to taxes? Fed up with CPAs who act more like tax preparers than strategic partners? Ready to discover the same tax strategies that save my clients an average of $97,398 annually? You’ve found your financial f ...
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Figuratively Speaking is bringing you the latest tax insights to better empower CPA's, tax attorneys and business owners.
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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This series will focus on key skills and strategies available to our audience at their convenience to ensure strong client interactions during Great Season.
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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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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.
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We give language to what you feel about the climate crisis—and also what you might want to feel, feelings you can grow and cultivate. This supports your resilience and your mental health and wellbeing. We invite other experts to join us in our conversations, and we hope you can join us too.
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The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and ...
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Are you tired of financial advice that’s outdated, overly complicated, or just flat-out wrong? If you're a business owner or high-income earner trying to scale ethically, pay yourself well, and actually keep more of what you make, then you already know the traditional accounting world isn’t built with you in mind. That’s where Unfiltered Profit comes in. Hosted by CPAs, military spouses, and founders of Prospera Strategy — Caitlynn Eldridge and Seanna Asper — this podcast is here to pull bac ...
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Connecting Cannabis is a B2B-content podcast tailored for business professionals in the cannabis industry. The series provides content for both cannabis retailers and brands hosting the prominent individuals in the space. Owners of distribution services to cannabis CPAs, Connecting Cannabis aims to provide value to all of our listeners.
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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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Continuous innovation is a key factor in successful businesses. Companies that thrive are ones that can reinvent themselves. In this show, Kimberly Ellison-Taylor, the 104th Chair of the American Institute of CPAs, and Tansy Brook, the Senior Director of ERP Innovation at Oracle, speak with forward-looking business leaders on how you can adapt, lead change, and promote a culture of innovation in your organization.
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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understan ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Sharing the stories and insights of people involved in everyday mergers and acquisitions - from founders and brokers, to investment bankers and CPAs. Everyday M and A is hosted by the business law firm of Thorsen Legal (https://thorsenlegal.com/) and the business brokers at Texas Business Brokers (https://texasbusinessbrokers.com/)
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Out for the Holidays (Back After Snacks & Naps)
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Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Happy Holidays! See you next week. Find all episodes of the Business Strategy for CPAs here: https://www.businessstrategyforcpas.com/ --------- FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldi…
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67 - AI at Scale: Lessons from PKF’s Firm-Wide Rollout with Thomas J. DeMayo
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Feeling overwhelmed by AI? So are your clients. In this episode of Business Beyond Borders, host Laurence Whittam is joined by Thomas J. DeMayo, Partner and Practice Leader at PKF O’Connor Davies, to break down what AI adoption actually looks like inside a large CPA firm—and how to help your clients do the same. From governance to growth, Tom share…
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Navigate the One Big Beautiful Bill Act for Tax Season 2026
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This is a bonus episode from a recent webinar Annie and Roger did. Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill Act. Join Federal Tax Updates co-hosts Roger Harris and Annie Schwab for a focused look at the most impactful provisions and what they mean for your clients. They break down the latest IRS updates, hig…
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Smarter in 5 Minutes: What You Can Do in 10 Minutes (That Changes Your Day)
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Think you need big blocks of time to be productive? Your brain wants you to believe that—so you'll delay starting. But here's the truth: Just 10 intentional minutes can change your entire day. In this week's Smarter in 5 Minutes, I'm sharing how a simple 10-minute action can lower resistance, create momentum, and shift your brain out of overwhelm a…
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321 \\ Why Your Depreciation Write-Offs Could Cost You Thousands Later
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Depreciation is a great tax deduction, but most business owners don’t know it can create a big surprise tax bill later. In this episode, you’ll learn what depreciation recapture is, why it happens, and how it can take a big chunk of your profit when you sell property or equipment. We break down how the IRS taxes different types of assets, how cost …
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Preparing for a Clean Exit: Legal Lessons from Real-World Business Transitions
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In this episode of Poised for Exit, we welcome James Olsen, Partner at Seiler Law PLCC, for a practical discussion on the legal realities business owners face when preparing for a sale or transition. James shares insights from advising Main Street and lower middle-market business owners, highlighting common legal pitfalls that can delay or derail a…
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2025-12-29 Marijuana Rescheduling Restarts After Long Pause
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This week we look at: Executive Action on Marijuana Scheduling and IRC § 280E State Paid Family and Medical Leave (PFML) Programs Estimated Tax Relief for Qualified Farmland Sales IRC § 163(j) Interest Limitation Updates Premium Tax Credit (PTC) Revisions
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#377 Better Body, Bigger Business, Bigger Bank Account
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As women, moms, and business owners, taking care of ourselves is often the first thing to fall off the list. In this episode, Nicole sits down with entrepreneur and investor Del Lewis for an honest conversation about self-care, hustle culture, and why your health is not optional if you want long-term success. Del shares powerful insights on listeni…
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320 \\ The IRS Crackdown Is Here: Are You Accidentally Triggering an Audit?
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The IRS is getting tougher, and audits are rising. But most business owners don’t understand what the IRS looks for, what real tax fraud is, or how to protect themselves. In this episode, you’ll learn the clear difference between a simple mistake and intentional fraud. You’ll also hear how the new 2026 tax rules will bring more audits, more trackin…
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#134 - Why Great Employees Leave — And How Firms Can Stop It
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You know that sinking feeling when a great employee decides to leave? The one who worked hard, cared deeply about clients, and always went above and beyond — and then suddenly, they're gone. It happens more often than most firms realize. A talented employee joins, settles in, becomes someone everyone depends on… and then they burn out, disengage, o…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! The WealthAbility Show #250: What is causing the price of silver to go up in today's market? What is the future of silver moving forward? Join Tom Wheelwright as he explores why …
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319 \\ How to Turn an HSA Into $240K Tax-Free (Most People Miss This)
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Most people think HSAs are just for doctor bills, but the new 2026 law changed everything. In this episode, you’ll learn how the updated HSA rules can help you save more money, pay less tax, and build real long-term wealth. We walk through the new contribution limits, smart strategies to grow your HSA, and how business owners can use these rules fo…
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Season 5, Episode 8: A Manifesto for Flourishing
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image credit | Nenad Radojčić Season 5, Episode 8: A Manifesto for Flourishing Thomas and Panu reflected on the end of the year and the winter season. They invited listeners with some provocative questions: “What does the Earth in me need?” “How to care for your Soul in a world and systems that are soulless?” “How to honor fatigue after a tough yea…
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Ep 24 - Retirement Account Consolidation: Protecting Aging Parents
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Retirement account consolidation is critical for protecting aging parents and simplifying their financial lives. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss why consolidating multiple retirement accounts helps reduce the risk of missing required minimum distributions, which carry a 25% tax penalty. They explore how s…
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318 \\ Why Your “Generosity” Could Trigger a Massive Tax Bill for Your Kids
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Many business owners want to help their kids, but some moves can backfire. In this episode, you’ll learn why giving your home to your children while you’re still alive can cause huge tax problems. You’ll hear real stories from women entrepreneurs who meant well but ended up creating big tax bills for their families. We break down how the step-up in…
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Smarter in 5 Minutes: Why Your Brain Treats a Full Calendar Like a Threat
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Ever open your calendar, see back-to-back meetings, deadlines, and reminders… and instantly feel stressed? That's not you overreacting—it's your brain doing what it was designed to do. When your lower brain sees a completely packed calendar, it interprets it as a threat. Visual overload triggers a stress response, making it harder to think clearly …
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#367 The Relationship Reset: Self-Worth, Connection, and Coming Home to Peace
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Relationships are at the heart of everything — our families, our careers, and our own sense of fulfillment. In this episode, Nicole sits down with Dave and Yvette Ulloa, founders of Warriors and Queens, to explore what truly makes relationships thrive. From nearly divorcing to now guiding others toward lasting love and partnership, their story is p…
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2025-12-22 Initial Scholarship Granting Organization Guidance Issued
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This week we look at: Section 25F Advance Elections Unreported Income & The "Missing Witness" Constitutionality of Penalties Post-Jarkesy Section 280E & Offers-in-Compromise Substantiating Bad Debt & NOLs
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317 \\ How Investors Turn Lawsuits, Travel, and Kids Into Massive Tax Deductions (Investors Secrets Series: Part 2)
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In this episode, you’ll learn the advanced tax strategies that real estate investors use to save big money every year. We break down how legal fees, travel costs, insurance, and even family payroll can turn into real tax savings. You’ll hear real examples that show how simple money decisions can protect your rental properties and lower your tax bil…
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Meet Kate Mulh: Insights from Family and Criminal Law | Episode 238
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In this episode of Divorce at Altitude, Amy Goscha introduces associate attorney Kate Mulh and explores how her background in both family law and criminal defense informs her approach to divorce, parenting disputes, and protection order cases in Colorado. Kate shares insight into managing high-conflict cases, setting realistic expectations, and nav…
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Year-End Retirement Account Strategies (Webinar)
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To learn more on year-end retirement account strategies read our new article: https://directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar Year-end is one of the most important windows for retirement planning. Some moves must be completed by December 31, while others can wait until t…
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How To Build Value and Reduce Risk Before a Dental Practice Sale
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Ash sits down with Dr. Ruth Mannschreck, a seasoned dentist turned practice transition coach, to talk about the real-world challenges and overlooked opportunities when selling a dental practice. Dr. Ruth shares the mistakes she made during her own transitions, such as not planning far enough in advance and not preparing the practice to be attractiv…
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TfP 017. Getting Ready for 'Busy Season', Part II
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We're back with another special compilation of conversations offering insights relevant for preparing for busy season. Jaimie Boyd from the AICPA® Firm Services team shares highlights from conversations we've had over the past year with practitioners who are applying the fundamental concepts of the Transforming Your Business Model initiative to the…
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#133 - The Smarter Accountant Guide for People Pleasers
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Think about this for a minute — how often do you find yourself saying yes when you really want to say no? You don't want to let anyone down. You want to help, support your clients, keep your team happy, and make sure everything gets done. But before you know it, your plate is overflowing, your energy is gone, and you're wondering when it will final…
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Estate and Tax Planning for Business Exits
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Episode Reprise We’re excited to bring back this timely conversation as business owners focus on year-end planning and tax strategy. This episode remains especially relevant right now, and we’re thrilled to reshare these insights from the team at John A. Knutson & Co. for anyone preparing for a future transition. - In this episode of Poised for Exi…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! What are the smart and wealthy doing with their gold? Is it best to buy or sell in today's market? Join Tom Wheelwright as he explores exactly what is going on amidst this histor…
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AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms
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AI-powered search is fundamentally changing how people discover tax and accounting professionals — and the 2026 tax law reset is about to separate firms that are prepared from those that aren’t. In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton unpack two major forces converging at the same time: • Why AI search tools ar…
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316 \\ 4 Rental Property Tax Deductions: Tax Secrets Saving Investors $50K+ a Year (Investors Secrets Series: Part 1)
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This episode breaks down the four biggest tax deductions that help rental property owners save real money fast. You’ll learn how depreciation, repairs, mortgage interest, and a home office can create major tax savings and boost your cash flow. We walk through simple tax strategies that many CPAs skip, and you’ll understand how these deductions supp…
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703: Michael Horwitz is an Executive Director & Tennis Player [podcast]
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Michael Horwitz shares his passion for tennis, especially playing on grass courts at the historic Longwood Cricket Club in Chestnut Hill, Massachusetts. He talks about how tennis has become a big part of his family's life, with everyone—from his wife and children to in-laws—getting involved in the sport. Michael describes the unique feel and challe…
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377 Money Mindset: The Numbers Will Never Be Enough, with Natalie Hunt
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Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Still think the safest move is squeezing in more clients and chasing bigger numbers? The numbers will never fix money worry – thinking differently will. In this episode, hear Peak Freedom’s resident mindset coach Natalie Hunt unpack beliefs driving overwork: mor…
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Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II
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In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will Power," an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data collection. An example of robotic process automati…
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Exit Strategy Essentials: Protecting Your Legacy When Selling Your Company
11:49
11:49
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Send us a text What IS Succession Planning? Selling your business represents the culmination of years—sometimes decades—of hard work, risk-taking, and passionate dedication. Yet many business owners approach this critical transition without the preparation needed to maximize value and protect their legacy. Patrick Leary, an experienced CPA speciali…
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Tax-Smart Philanthropy: Maximizing Impact with Non-Cash Gifts
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8:31
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Send us a text What Do Donors and Nonprofits Need to Know About Non-Cash Gifts? - Looking to make a bigger impact with your charitable giving while maximizing tax benefits? Dive into the strategic world of non-cash contributions with Brooke Williams, Audit Manager at MP CPAs, as she unveils the powerful advantages of donating appreciated assets. Mo…
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337: CEO Conversations: Tom Angelo of HBK
24:46
24:46
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When HBK CPAs & Consultants moved its mid-Atlantic regional headquarters to the historic Bell Works in Holmdel, the firm’s managing principal and CEO, Tom Angelo, said he wanted the firm to provide the expertise to help small businesses grow beyond even what they might imagine for themselves. Hear from Tom about how HBK envisions the future of acco…
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Why That $350K Practice Isn't Worth What You Think
1:03:13
1:03:13
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1:03:13
Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down their acquisition strategy, from finding deals and structuring payment terms to handling employee transitions and raising client fees. Roger and Annie dig into the hard realities of …
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315 \\ Why Smart Entrepreneurs Still Lose Millions in Taxes Every Year
14:08
14:08
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In this episode, you’ll hear two real stories that show how skipping tax planning can cost you huge money. One business owner owed a million dollars in taxes on stock he couldn’t even sell. Another lost over two hundred thousand dollars in tax savings because of one missed election. You’ll learn why tax planning matters, how small choices turn into…
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Smarter in 5 Minutes: How to Stop Making Your Calendar Feel Like a To-Do List
4:26
4:26
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4:26
If your calendar feels overwhelming, it's not because you're doing too much—it's because your brain sees clutter as chaos. When you use your calendar like a to-do list, it triggers stress instead of structure. But with one small shift, you can turn it into a calm, focused plan that works with your brain, not against it. In this week's Smarter in 5 …
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David Turin: Lessons in Leadership, Failure, and Mining Reclamation (Part 2)
20:21
20:21
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In this exciting continuation of Construct-ive Conversations, I sit down with legendary gold miner Dave Turin for part two of our discussion. We dive deep into his journey as an entrepreneur and father, exploring how he instills a spirit of business ownership in his children and grandchildren. Dave shares inspiring stories of reclamation in mining,…
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#375 Chaos, Cookies and Christmas Magic - A Kid-Powered Holiday Special
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12:27
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This week, we're bringing you a heartwarming and hilarious holiday episode! Host Nicole is joined by some very special guests, her sons and their friends, or a candid conversation about all things Christmas. From decorating traditions and favorite foods to funny gift mix-ups and sweet moments of gratitude, this episode is filled with laughter, love…
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2025-12-15 Postmark Date Risk Due to USPS Change
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52:29
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This week we look at USPS Changes to Postmark Date System H.R. 1491: Disaster Related Extension of Deadlines Act Capitalization Priorities: Temnorod v. Commissioner Notice 2026-5: HSA Expansion Under OBBBA Fulfillment by Amazon (FBA) and "Doing Business" Substantiation Failures: Mirch v. Commissioner…
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Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your Business
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Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your Business Welcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri. In this episode, I sit down with Paige Wiest, C…
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314 \\ The Trump Savings Account Trap: Why High Earners Could Lose Thousands
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17:14
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This episode breaks down the new Trump Savings Accounts and explains why they may not be the best choice for high-earning families. You’ll learn how the rules, taxes, and limits can cost you money later, even though they look helpful now. We compare these accounts to better options like real tax strategies, smart planning, and stronger savings stra…
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KKOS Webinar: Solo 401(k) Tax Credit for New and Existing Plans Mark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter, and a stocking stuffed with three Roth strategies that can transform your long-term wealth. This is the year-end roadmap every proactive investor needs. They break down how to time Roth conversions f…
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#132 - Planning For An Easier Year Next Year
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26:53
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Be honest — have you ever ended a year thinking, "Next year has to be better than this one"? You start every January with the best intentions. You tell yourself you'll be more organized, more productive, less stressed… maybe even carve out a little more time for yourself. But then tax season rolls in, deadlines pile up, and before you know it, you'…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! How do you create a sales system to get your best customers to come to you? Can the qualities and mindset of high performing athletes be applied to your process? Join Tom Wheelwr…
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Managing Youth Sports in Co-Parenting: Tips to Avoid Sports-Related Disagreements | Episode 238
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This week, Ryan and co-host Amy Goscha explore how youth sports intersect with co-parenting and divorce. From intense schedules to rising costs, sports can offer structure and joy—or spark serious conflict between separated parents. Whether your child is just starting out or already in competitive leagues, this episode helps parents navigate decisi…
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How We’re Growing a 7-Figure Firm Without Burning Out or Giving In
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Ever wonder how people actually build a fast-growing firm while raising little kids, running a team, and keeping a marriage (with a frequently-absent spouse) intact? You're not failing — you're making the same mistake almost every busy founder makes: expecting the “hustle harder” playbook to work when your life already has tiny humans, shifting sch…
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