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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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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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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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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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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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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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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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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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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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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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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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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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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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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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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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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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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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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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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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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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
058
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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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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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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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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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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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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Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor, and the host of this podcast Video Podcasts of this episode are found on our YouTube Channel: PHYSICIAN WEALTH MEDS - A Wealth Podcast for Doctors Email: [email protected] Contact: Kevin Sullivan NY Office: 716-970-4448 ME: Office: 207-660-6637 Securities and advisory services offered through LPL Financial, ...
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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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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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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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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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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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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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Explore the tales and beginnings of North Iowa's businesses, people, and organizations.
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375 Boundaries: The Quiet System Behind Every Calm Firm, with Natalie Hunt
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Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Struggling to hold business boundaries without risking relationships? Here’s the thing: boundaries aren’t barriers; they’re operating instructions that make your firm calmer, more profitable, and easier to run. In this episode, Peak Freedom’s mindset coach Natal…
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#372 Flexibility Is the Real Benefit: A Working-Mom CPA's Honest Take
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In this episode, Amie Clark opens up about her journey from a family business to becoming a corporate controller, while raising a family along the way. She shares how real-world experiences shaped her accounting career, why flexibility has been essential and what she's learned about leading both teams and kids with patience and purpose. From launch…
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312 \\ Don’t Fall for It: The Viral Tax ‘Strategies’ That Could Land You in Trouble
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Think that viral tax hack on TikTok sounds too good to be true? It is. In this episode, Tiffany exposes the most dangerous tax scams spreading online—and how they’re tricking smart female entrepreneurs into risking everything. Learn the real difference between tax strategy and fraud, how to spot fake “experts,” and what red flags to watch for befor…
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1
Smarter in 5 Minutes: The Brain Hack That Stops Procrastination in Its Tracks
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Ever find yourself avoiding a task even though you want to get it done? That's not a time problem—it's a brain problem. Your brain is wired to avoid discomfort, which means it sees starting as a threat. The trick is learning how to calm that reaction and make it safe to begin. In this week's Smarter in 5 Minutes, I'm sharing one brain hack that sto…
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2025-12-08 Initial Details Released on Trump Accounts
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This week we look at: Notice 2025-68 – Implementation of Trump Accounts Draft Form 4547 – Elections and Filing Mechanics Notice 2025-70 – The OBBBA Scholarship Tax Credit Alioto v. Commissioner – Corporate Distinctness
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#374 Shiny Objects vs. Smart Systems: Choosing the Right Tools for Your Firm
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In this episode of The CPA MOMS Podcast, Nicole sits down with Alicia Katz Pollock, founder of Royal Wise Solutions, to unpack how technology is transforming the accounting profession. From overcoming resistance to change, to building smarter tech stacks, Alicia shares powerful insights and real-world advice to help firm owners navigate AI, automat…
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#604 Year-End Equipment Purchases — When They Save Taxes (And When They Don't!)
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Buying a new truck or piece of equipment before December 31 can feel like the ultimate year-end tax hack, but this episode breaks down why that decision can either save you thousands or create a painful tax bill you never saw coming. Mark J. Kohler and Mat Sorensen walk through the real math behind deductions, bonus depreciation, basis, and busines…
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311 \\ The Secret Tax Code Only the Rich Understand
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Most business owners think taxes are meant to take their money—but that’s a lie. In this episode, Tiffany breaks down how the tax system is actually designed to reward business owners and investors. You’ll learn how to use smart tax strategies and planning tips to keep more of what you earn. Discover why most CPAs keep things confusing, how the wea…
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TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey
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Ready to turn data into your firm's competitive edge? This episode reveals how firm leaders are leveraging the National Management of an Accounting Practice (MAP) Survey, from the AICPA Private Companies Practice Section (PCPS) and CPA.com, to drive smarter decision-making and stay ahead in a rapidly evolving profession. Shayna Chapman, CPA.CITP, C…
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From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
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Stop billing by the hour. Start communicating your value. Step into advisory with confidence. In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from …
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The Real Cost of 401k Plans and Simple Steps to Save Thousands
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Ash welcomes Paul Sippil, a forensic 401k consultant, to discuss the complexities and hidden issues often found in group retirement plans, particularly 401k and profit sharing plans within dental practices and other small businesses. Paul shares how his unique role focuses on exposing conflicts of interest, unnecessary fees, lack of transparency, a…
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The Hidden Cybersecurity Risks Every Business Owner Should Know: Part 2
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In this episode of Poised for Exit, we welcome back Steve Enzler, Owner and CEO of Tangible Values, for the second half of our deep dive into the cybersecurity threats impacting today’s business owners. In Part 2, Steve shares shocking real-world examples of W-2 and 1099 fraud, including how organized criminal networks are filing thousands of fake …
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#131 - 2 Things Accountants Need To Teach Other People
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Have you ever noticed how people seem to treat you like you're always available? Maybe it's a client who thinks it's fine to text you at 9pm. Or a coworker who drops something on your desk with the words, "Can you take care of this real quick?" Or maybe it's the unspoken expectation that you'll always pick up the slack—no matter how much you alread…
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Can My Ex Enroll Our Kids in Sleepaway Camp? Understanding Co-Parenting Agreements | Episode 237
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In this episode, Ryan and co-host Amy Goscha unpack a topic many divorced or separated parents face: how to navigate sleepaway summer camps. With limited summer weeks, emotional attachments, and high costs, these camps can offer both enriching experiences—and major co-parenting challenges. 🔹 Episode Highlights Why Sleepaway Camps Spark Conflict • T…
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When Referrals Go Right or Really Really Wrong
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Have you ever hesitated before giving a referral—wondering if it might come back to bite you? You’re not alone. Many business owners hand out names too quickly, without knowing whether that professional truly aligns with their standards. And when things go sideways? Your client doesn’t blame them… they blame you. Let’s get real: referral relationsh…
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The Unexpected Cost of Not Planning Your Exit
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The Unexpected Cost of Not Planning Your Exit | ValuationPodcast.com with Mark Howley 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 today’s episode, I’m joined by returning guest Mark Howl…
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310 \\ 90% of LLC Owners Are Paying Themselves Wrong — Are You One of Them?
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Most LLC owners are paying themselves the wrong way—and it’s costing them thousands every year. In this episode, we break down exactly how to pay yourself the right way, avoid IRS trouble, and legally lower your taxes. You’ll learn the difference between owner draws, guaranteed payments, and how an S-Corp election can unlock major tax savings. We a…
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701: Tim Allen is a Chief Growth Officer & Freelance Writer [podcast]
25:49
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Tim Allen, Chief Growth Officer at MBE CPAs, shares how his lifelong passion for writing and motorsports has enriched both his personal and professional life. He reminisces about his early days getting in trouble for producing a black market student newspaper and how those writing skills, encouraged by his English teacher mom, have led to freelance…
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Ep. 58 – Navigating the Emotional Landscape of Probate Litigation with Matt Brown
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In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize the value of thorough preparation and maintaining co…
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335: What Visa’s New Data Program Means for Businesses
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Visa has announced a major overhaul of its commercial credit card data standards through its new Commercial Enhanced Data Program (CEDP), and businesses should take notice in order to avoid paying significantly higher rates. Eric Cohen, CEO at Merchant Advocate, explains what this means for businesses and why CPAs need to be paying attention. Topic…
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#176: Managing HR Risk & Compliance with Andrea Herran of Focus HR
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As your business grows, so does your HR risk. In this episode, we're joined by Andrea Herran, CEO of Focus HR, to break down the most common compliance pitfalls small businesses face, and how to avoid them before they become expensive problems. Andrea shares why HR compliance for small business is essential to sustainable growth and how outsourced …
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Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...)
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For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the single most important rule in the world of self-directed IRAs, the prohibited trans…
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Getting the Band Back Together: Former Commissioner Werfel on IRS Challenges Ahead
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Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Chapters (00:00) - Welcome to Federal Tax Updates (01:22) - Introducing Special Guests: Terry Lemons and Danny Werfel (02:33) - Danny's Post-IRS Journey (08:03) - Terry…
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309 \\ Zero Taxes, Zero Guilt: Smart Tax Moves Every Owner Should Know
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Most business owners think taxes are just the price of success—but they’re wrong. In this episode, you’ll learn how real entrepreneurs legally wipe out massive tax bills using smart strategies your CPA won’t talk about. Discover how to structure your business, plan ahead, and use the tax code to build wealth instead of losing it. This episode break…
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Smarter in 5 Minutes: The Hidden Cost of "I'll Just Do It Myself"
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"I'll just do it myself." It sounds efficient—but it's often your brain trying to avoid discomfort. Your lower brain craves control and certainty, so it convinces you that doing everything yourself is safer and faster. But over time, that thought leads to overwhelm, exhaustion, and less focus on what truly matters. In this week's Smarter in 5 Minut…
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From Dozers to Gold: Dave Turin on Mining, Engineering, and the Trades (Part 1)
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In this episode of Construct-ive Conversations, I sit down with the renowned Dave Turin, also known as "Dozer Dave." With a rich background in civil engineering and a successful career in mining, Dave's journey from managing his family's rock quarry in Oregon to becoming a household name on the Discovery Channel is nothing short of inspiring. We ex…
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#373 Courageous Conversations: Preparing Kids for Real Life
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In this episode of The CPA MOMS Podcast, Nicole chats with Hannah Mobley, a children's minister and social‑work background parent, about the power of meaningful conversations with our kids. They explore how working moms can balance a busy career and motherhood by focusing on quality connection over quantity time. You'll hear their honest take on te…
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Send us a text How it all started with "Wayne's Ski & Cycle" with the owner "Matt Curtis" For more information check out Wayne's Ski & Cycle | Mason City, IA Thank you for listening. Host: Erick Nganyange For any questions or suggestion, please contact: [email protected] Erick Nganyange
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#603 3 Year-End Retirement Account Deadlines You're Not Thinking About
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These three retirement deadlines before December 31, 2025, could literally double your money overnight, unlock up to $70,000 of Roth contributions, and turn your accounts into a tax-free ATM for your future! In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler break down powerful, little-known 401(k) and Roth strateg…
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308 \\ How to Pay Estimated Taxes Without Overpaying or Getting Penalized
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Most business owners are overpaying their estimated taxes by $15,000–$20,000 a year — and their CPAs are telling them it’s “the safe thing to do.” In this episode, Tiffany Phillips exposes how fear-based accounting advice quietly drains your cash flow and gives the IRS an interest-free loan. You’ll learn the truth about estimated taxes, how safe ha…
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#130 - The Smarter Accountant's Approach to Inbox Zero
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Be honest — how often do you sit down to get work done… only to get pulled straight into your inbox? Do you feel like the emails never stop coming, no matter how many you answer? Do you catch yourself checking your inbox "just for a second" — only to lose 30 minutes you didn't plan to spend? And when you finally log off at the end of the day, do yo…
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Hidden Economics Within Your Business & Beyond
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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 if your business and investments can no longer simply be measured by revenue and expenses? What new measurements - and markets - are out there that can benefit your business…
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How to Save Six Figures in Taxes | Mark Kohler's Advisory Blueprint
46:08
46:08
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What if the difference between paying taxes and building wealth is just a shift in mindset? In this episode, Heidi Henderson sits down with Mark J. Kohler, attorney, CPA, bestselling author, and one of the most trusted voices in tax and legal strategy for small business owners and real estate investors. Mark shares how to move beyond compliance int…
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Opening a Self-Directed IRA And Understanding Prohibited Transactions (Webinar)
58:29
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For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/ For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/ Most Self-Directed IRA investors worry about choosing the right asset, but the real dan…
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Keeping the Family Aligned as the Business Grows
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28:29
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In this episode of Poised for Exit, we talk with Jon Keimig, Executive Director of the University of St. Thomas Family Business Center and a leading voice in multi-generation family business education. Jon shares what he’s seeing inside today’s family-owned companies and why communication often breaks down between generations. He explains why owner…
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307 \\ Stop Losing Money: The 3 Financial Traps Smart Entrepreneurs Fall Into
20:30
20:30
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Most business owners think they’re on top of their finances — until they realize they’re losing tens of thousands a year through simple but costly mistakes. In this episode, Tiffany Phillips breaks down the three biggest money mistakes draining business profits: failing to set aside tax money, budgeting based on your best month, and mixing personal…
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374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
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39:05
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Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Stuck in hourly billing and chaos? The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before you scale. In this episode, Lori Yearwood, CPA, shares how she let go of clients, dropped hourly, and built packag…
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334: A&A Update with Matt Charne – 11/25/25
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12:55
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Hear about FASB’s recent analysis of what it’s costing companies to comply with the lease accounting standard. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources: FASB reckons with higher-than-expected lease accounting costs Accounting and auditing articles and events Join the Accounting & Auditin…
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It’s that special, magical time of the year! Sure, Thanksgiving, Christmas, New Year’s … those are great. But we’re talking about getting ready for the 2025 tax season! CPA Lori Larson offers five quick-hit tips for individuals and businesses so you can plan ahead now without having to add any extra stress to your holiday season. So, listen in to l…
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306 \\ Time’s Running Out: Use This End-of-Year Tax Strategy Before It’s Gone
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Most high-earning business owners are missing a legal, IRS-approved strategy that could save them tens of thousands in taxes — the backdoor Roth IRA. In this episode, Tiffany Phillips explains how this overlooked wealth-building tool works, who qualifies, and what you need to do before December 31 to take advantage of it. You’ll learn why even succ…
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239. Quality Management, with Mike Manspeaker
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57:33
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A major shift is coming to the accounting profession. In December 2025, a new suite of quality management standards will take effect, replacing the long-standing quality control framework firms have used for decades. This change goes beyond new policies; it reflects a broader mindset focused on continual improvement, risk awareness, and firmwide ac…
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Smarter in 5 Minutes: What Your Brain Does Under Pressure (And How to Pause It)
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Ever notice how your brain seems to stop cooperating the moment pressure kicks in? You can't focus, your thoughts scatter, and suddenly everything feels urgent. That's not you falling apart—it's your brain in survival mode. When your lower brain senses threat, it hijacks your ability to think clearly. In this week's Smarter in 5 Minutes, I'm explai…
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2025-11-24 Tips and Overtime Form 1040 Reporting Reiief
1:00:45
1:00:45
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This week we look at: Innocent Spouse Relief Determination Standards Adjustments to Medicare Parts A, B, and D Equitable Distribution vs. Alimony (Pre-TCJA) Implementation of the Section 139L Interest Exclusion OBBBA Deductions for Tips and Overtime Compensation for 2025 returns
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#602 How to Write Off a Holiday Party for Your Business
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24:27
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Are you missing out on one of the easiest 100 percent deductions available to business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down exactly how to structure a holiday party or company event so it becomes a fully deductible business expense. From the IRS rules under Section 274 to real examp…
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