Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight, information, and the inspiration needed to take the next step on your journey. Whether you’re just getting started or a seasoned pro, the ASG Podcast has got you covered. Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Li ...
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Enrolled Agents Podcasts
The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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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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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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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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Helping Students Pass the Real Estate Exam across the U.S.Providing help with the PSI real estate exam and much more. Find out why real estate school students ALL across the U.S.get real estate exam help from 40 year veteran, John Mayfield to help them pass the real estate exam on the first attempt!Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first att ...
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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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A bi-weekly interview series highlighting the technology that is shaping the future of insurance and exploring how industry leaders are leveraging technology to grow their businesses.
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Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
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Talking Tax, from Bloomberg Tax, is a weekly discussion of the most pressing issues facing tax and accounting professionals. Each week the podcast features discussions with lawmakers, federal regulators, lawyers, and journalists. From the courts to Capitol Hill to the IRS, Talking Tax has it covered.
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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Welcome to Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA. Carlos is the Founder of Tax Debt Consultants, LLC. He is and the author of How to Make The IRS An Offer They Can't Refuse. As an Enrolled Agent, Carlos is also an NTPI Fellow®. This is an elite group of professionals with significant expertise in representing taxpayers before the IRS. He has spent the last 19 years helping clients and customers all over the country get out of financial trouble and problems wi ...
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Indo American News Radio commentators Jawahar Malhotra, Sanchali Basu and Pramod Kulkarni cover an eclectic mix of news, views and guest interviews from the South Asian community in Houston, Texas, every Saturday from 4 to 6pm on FM 98.7. From 3 to 4 pm, Jyoti Kulkarni entertains on Classically Yours deciphering the Ragas which are the basis of Hindi movie songs and Jawahar & Sanchali play the I Think I Know This current affairs quiz. IANR is a product of Indo American News paper which has s ...
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Navigating Church Finances: Keeping it Simple & IRS Compliant l Church Bookkeeping, Church Payroll, Minister Taxes
Michelle R Brown, EA, Christian Business Mentor, Enrolled Agent
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** This podcast is currently on pause. Feel free to explore past episodes! ** Hey there, I’m Michelle and I love all things Jesus, business and church finances! I help church finance individuals just like you go from feeling confused and frustrated with what you don’t know about church finances, to being more confident in your role while increasing your proficiency and expertise in the church finance realm. Are you tired of Google searches that result in endless pages of answers to your ques ...
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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All about your finances and money management! Hosted by FolaSade
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
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Podcast by John P. Mullowney
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IANR 2538 092025 Citizenship Woes by HILSC Exec Dir Zenobia Lai, Medicare Enrollment by Ins. Agent Kaushi Shah, Real Estate Investment by Tara Capital CEO Gopal Aggarwal
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IANR 2538 092025 Line Up 4-6pm INTERVIEWS Here’s the guest line-up for Sat, Sept 20, 2025 from 4 to 6pm CST on Indo American News Radio, a production of Indo American News (www.IndoAmerican-News.com). We are on 98.7 FM and you can also listen on the masalaradio app. By Monday, hear the recorded show on Podcast uploaded on Spotify, Apple Podcasts, P…
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CMS & HHS Expand ACA Catastrophic Coverage Enrollment
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The Friday Five for September 12, 2025: Ritter Summit Takeaways Part 2 Are Brokers Still in the Crosshairs? Policy and Market Updates for 2026 2026 Medicare & You Handbook Release Date for iOS, iPadOS, MacOS, and WatchOS 26 CMS & HHS Expand ACA Catastrophic Coverage Enrollment Ritter Summit Takeaways Part 2: Register for Ritter Insurance Marketing …
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Enrolled Agents Anticipate IRS Chaos for Next Tax Filing Season
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Tax preparers consider themselves foot soldiers on the front lines of Americans' income tax preparations. They provide advice and file the returns, helping the government collect its revenue and make sure people are paying their fair share. They are also some of the first to warn taxpayers about scams. This group of preparers includes enrolled agen…
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5 Life Insurance Myths Your Clients May Believe
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We illustrate 5 life insurance myths and why your clients may believe them. Learn how to counter these objections so your clients can better understand the life product and you can make the sale! Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: …
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DEI Pullback Puts Accounting Talent Pipeline at Risk | Accounting Influencers
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Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future. Accounting Influencers With Rob Brown The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retentio…
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The Fight for ACA Enhanced Premium Tax Credits
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The Friday Five for September 26, 2025: AEP Countdown & Ritter Resources New D-SNP Client Resources Hacking Your Social Media Algorithm iOS 26 Updates to Apple CarPlay The Fight for ACA Enhanced Premium Tax Credits Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 💌Send feedback, questi…
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Debra Helwig: How Strategic Internal Communications Power Growth & Retention | Gear Up For Growth
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Keep employees engaged and connected with transparency and beauty. Gear Up for Growth With Jean Caragher For CPA Trendlines “In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion,…
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Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC
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Combine technical knowledge with behavioral insights to create holistic client solutions. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sa…
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Hashing Out US-World Tensions on 'Side-by-Side' Global Tax Deal
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About three months have passed since Treasury Secretary Scott Bessent announced that the US, along with its Group of Seven allies, agreed to work on a system that would exempt American companies from parts of the global minimum tax. In that time, the US proposed a technical solution to separate its tax system from the global minimum tax. But other …
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Doug Gocke: Operations Overhaul Doubles Firm Revenue Without Adding Staff | It's Not Just the Numbers
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Structured operations freed partners to focus on clients and doubled revenue in six years. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities…
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ICHRA vs. QSEHRA vs. Group Health Plans: Sales Opportunities for Insurance Agents
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Small business have a few different options for offering coverage to their employees Learn about these 3 options and how your role as an agent fits in. Read the text version Register with Ritter Insurance Marketing Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: ACA…
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Optimize Your Online Presence ft. Aaron Kassover
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Aaron Kassover from AgentMethods joins Sarah to talk about the growing importance of a well-rounded online presence. Don’t miss his approach to creating a digital footprint that shows leads you’re an active insurance agent. AgentMethods Official Website Follow AgentMethods on Social! AgentMethods on Facebook, https://www.facebook.com/AgentMethods A…
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Nayo Carter-Gray: How a Poor Review Made the Firm Stronger | The Disruptors
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Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice. The Disruptors With Liz Farr When Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email …
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How an ICHRA Partnership Can Support ACA Sales
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Get involved and help businesses in your community offer employees affordable health care through Individual Coverage Health Reimbursement Arrangements (ICHRAs). Read the text version Work with Ritter Insurance Marketing Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resource…
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John Fenton and Will Hill: Build Stronger Firms from the Inside Out | Holistic Guide to Wealth Management
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Meet at the intersection of people, process, and purpose. By Rory Henry CFP®, BFA™ For CPA Trendlines When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. W…
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Pushing into Law? A Seismic Shift for Firms | Accounting Influencers
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AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law fi…
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#593 Open Forum: Lessons on Money, Taxes, and Wealth
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Are you making money decisions that could be holding you back from real financial freedom? In this episode of the Main Street Business Podcast, Mark J. Kohler flies solo to answer your questions! In the process, he reveals the common mistakes people make with money, taxes, and investments — and how you can avoid them. He shares proven strategies to…
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Announcing the Launch of IntegrityCONNECT
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The Friday Five for September 19, 2025: Wrapping up the 2025 Ritter Summits Compliant Compensation for Medicare Sales, Renewals, or Services New Features for Spotify Free & Premium Introvert, Extrovert, Ambivert… Otrovert? Announcing the Launch of IntegrityCONNECT Get Connected:🤝Register with Ritter Insurance Marketing – the FMO that powers the Age…
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John Garrett: Embrace Your And; Transform Firms | Gear Up For Growth
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Your job title doesn't define you. Your 'and' does. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Cara…
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Leading with Purpose in Insurance: Culture, Tech, and the Future of Work with Matt Crum from Frank Winston Crum Insurance
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Hosts James Benham & Rob Galbraith are joined by Matt Crum from Frank Winston Crum Insurance. Matt shares his expertise leading with purpose in insurance. Discover how leaders can tackle industry challenges, strengthen workplace culture, leverage technology like AI, and prepare for the future of work. This…
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From Cash Bags to Casinos to Audits: Recounting How First Jobs Shape Us | ARC
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“As an auditor, you learn how non‑financial events end up having a financial impact.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The c…
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How IRS Attorney Departures Will Prolong Cases, Spur Settlements
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Big job cuts and reductions in resources at the IRS are liable to prolong disputes over tax bills and force the agency to leave money on the table when cases are finally resolved. More than 170 attorneys have withdrawn from representing the IRS in cases in US Tax Court since Donald Trump became president in January, according to a Bloomberg Tax ana…
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Ep. 26 | From TikTok to Tax Filing: Influencer Clients
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Guest: Marit Burmood Marit is a CPA and Enrolled Agent with a specialized focus on influencer tax strategies. After shifting into accounting in her late 20s to launch her entrepreneurial journey, she has spent over a decade building a thriving practice dedicated to serving entrepreneurs—particularly those in the high-profile influencer space. Her e…
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Put your insurance business on the map by creating Google Business Profile. Learn how to create a profile, optimize it, and reach larger audiences online. Listen for all this and more! Work with Ritter Insurance Marketing! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resour…
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Erica Goode: The $180K, 15-Hour Workweek | Big 4 Transparency
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Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 202…
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Tailor Hartman: Upwork to “40 Under 40” in Just 3 Years | The Disruptors
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Celerity's founder turned a side-hustle into a fast-growing success. The Disruptors With Liz Farr Tailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unor…
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No Tax on Tips: Who Made the List and What It Means
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Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digital creators. They discuss the compliance headaches ahead with retroactive implementation but no updated forms until 2026. The conversation shifts to serious concerns about proposed IRS budget cuts and…
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Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management
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As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market…
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Agent Resources to Survive & Thrive This AEP
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Discover Ritter Insurance Marketing's resource hub for surviving AEP 2026! Make This Your Best AEP Yet! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insura…
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IANR 25371 091325 Developing Guyana by Lutfi Hassan
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IANR 2537 091325 Lutfi Hassan 4-6pm INTERVIEWS Here’s the guest line-up for Sat, Sept 13, 2025 from 4 to 6pm CST on Indo American News Radio, a production of Indo American News (www.IndoAmerican-News.com). Weare on 98.7 FM and you can also listen on the masalaradio app. By Monday, hear the recorded show on Podcast uploaded on Spotify, Apple Podcast…
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IANR 2537 091325 Developing Guyana by Lutfi Hassan, Mahatma Gandhi Jayanti by Manish Gandhi, Naturalized Citizenship by Atty George Willy
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IANR 2537 091325 Line Up 4-6pm INTERVIEWS Here’s the guest line-up for Sat, Sept 13, 2025 from 4 to 6pm CST on Indo American News Radio, a production of Indo American News (www.IndoAmerican-News.com). We are on 98.7 FM and you can also listen on the masalaradio app. By Monday, hear the recorded show on Podcast uploaded on Spotify, Apple Podcasts, P…
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The Big DEI Split-What Smart Accounting Firms Are Doing | Accounting Influencers
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Accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come. Accounting Influencers With Rob Brown Deloitte’s decision to dismantle its diversity, equity, and inclusion (DEI) program for 173,000 U.S. employees is sending shockwaves through the accounting profession, exposing deep division…
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IANR 2536 090625 Personal Injury Law by Atty Divjyot Singh, Surveillance, at What Cost by Gautam Sinha, Diwali Dusserah Festival by Kapil Sharma
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IANR 2536 090625 Line Up 4-6pm INTERVIEWS (Gautam Sinha guest hosts for Sanchali) Here’s the guest line-up for Sat, Sept 6, 2025 from 4 to 6pm CST on Indo American News Radio, a production of Indo American News (www.IndoAmerican-News.com). We areon 98.7 FM and you can also listen on the masalaradio app. By Monday, hear the recorded show on Podcast …
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Josh Tyree: Cracking the Code for Successful Merger Integration and Growth | Gear Up For Growth
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Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jea…
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Companies Face Tariff-Induced Transfer Pricing Audit Risks
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President Donald Trump's widespread tariffs are boosting tax dispute risks for companies that are scrambling to understand how to factor the new trade duties into their transfer pricing and tax planning without attracting an audit. Tariffs raise the prices of imported goods, meaning companies importing products from their own affiliates may have to…
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Gen Z Takes the Mic: Networking & Transparency Redefine Accounting Careers | ARC-SLC
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Students push for networking, compensation clarity, and creativity as the path to success in a changing profession. Accounting ARC - Student-Led Conversations With Chayton Farlee Center for Accounting Transformation When Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I cloc…
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AEP 2026 will be here before you know it. We’ve broken down the path to a successful Annual Enrollment Period in 5 steps, tap that play button to find out what they are! Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: Certification Center on Ri…
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4ImpactData: 10X Your Advisory. Not Your Headcount.
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Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementat…
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Disguised Tax Hikes Are Back on the Table | Quick Tax Tip
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This stealthy tax rule could hit clients starting in 2026. Quick Tax Tip With Art Werner CPE Today Every tax bill hides a few surprises, and the OBBB is no exception. According to tax guru Art Werner, one of those surprises could wallop high earners through the quiet return of the PEASE limitation. Click here for more Art Werner In the newest episo…
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The Insurance Agent’s Guide to Understanding Hospital Indemnity
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Discover the benefits to selling hospital indemnity plans! Download Your FREE Copy – The Insurance Agent’s Guide to Understanding Hospital Indemnity Policies Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/…
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Questian Telka: Transform Fear into Fuel | The Disruptors
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Mindset shifts, gut instincts, and the right mentors matter most when starting your own firm. The Disruptors With Liz Farr Making the shift from employee to entrepreneur isn’t always easy, as Questian Telka, founder of ReQoncile Financials and co-host of the She Counts podcast, discovered. Besides the obvious pieces of getting business licenses and…
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IAN Unplugged 2535 083025 On Bats and Balls, Pramod, Jay & Gautam talk to Claudio Nul of The Volleyball School & Avid Sports Fan Rakesh Vij
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IAN UNPLUGGED 2535 083025 (Gautam Sinha guest hosts for Sanchali) Featured on Sat, August 30, 2025 from 3 - 4 pm on the “IAN UNPLUGGED” segment of Indo American News Radio (www.IndoAmerica-News.com) on 98.7 FMOn Bats & Balls, Jay, Pramod & Gautam Sinha talk to Claudio Nul, co-owner of The Volleyball School in Katy about the growth of the sport in t…
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Artificial intelligence can streamline and automate menial tasks for agents. In this episode find out the pros and cons of using AI for your insurance business. Read the text version Partner with Ritter Insurance Marketing! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resou…
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George Kinder: Here’s Why You Want to Put Vision Before Numbers | Holistic Guide to Wealth Management
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Trust outlasts spreadsheets. By Rory Henry CFP®, BFA™ For CPA Trendlines Like CPAs, financial planners have long been associated with numbers people. They’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” But George Kinder, founder of the Kinder Institute of Life Planni…
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Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers
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Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver. Accounting Influencers With Rob Brown By 2025, one in 10 managers will be from Generation Z. That’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. But instead of wrecking the workpla…
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#592 The 10 Biggest LLC Mistakes (And How to Avoid Them!)
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Why risk your business and hard-earned money with the wrong setup when you could be protecting yourself and saving on taxes? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the critical steps every small business owner and new LLC owner must take to avoid costly mistakes. From choosing the right entit…
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