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IRC Wealth Podcasts

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IRC WealthCast

IRC Wealth LLC

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Take control of your finances and embrace life without worrying about money. Wealth building is simple, if you’re doing it right. But in today’s world, it’s easy to get overwhelmed by everything competing for your time and attention. The goal of this podcast is to help you craft a simple plan that truly fits your situation and allows you to achieve financial freedom. What does financial freedom mean? In IRC Wealth CEO David Ragland's best-selling book Wealth Made Simple (yes, really), he def ...
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Knowing What Counts Podcast

Tim Provost, CPA

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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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Capital Gains Tax Solutions Podcast

Brett Swarts

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Welcome to the Capital Gains Tax Solutions Podcast Are you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, we ...
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Interest Expense Limitations: What Your Business Needs to Know About IRC 163J 10:53

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Send us a text The Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax Associate Tax planning can make or break your business strategy, and nowhere is this more evident than with interest expense deductions. In this eye-opening episode of Knowing What Counts, Senior Tax Associate Estefania Cabrera…
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Estate Tax Mastery: Gifting Strategies for Wealth Protection 10:09

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Send us a text Gifting Your Estate: Estate and Gift Tax Strategies - Featuring: Anthony Trinchini, Senior Tax Associate Financial security isn't just about what you build—it's about how effectively you pass it on. When senior tax advisor Anthony Trinchini joins the Knowing What Counts podcast, he cuts through the complexity of estate planning to re…
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Breaking Down the "Big, Beautiful Bill": Your 2025 Tax Planning Guide 10:02

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Send us a text Big, Beautiful Breakdown: Big Beautiful Bill Tax Takeaways – Joe Oliveira Tax Director The tax landscape is shifting dramatically with the signing of the "Big, Beautiful Bill" this July 4th, and understanding these changes now could save you thousands in the coming years. Join tax expert Joe Oliveira as he cuts through the headlines …
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When Charity Meets Strategy: The Hidden Vehicles of Philanthropy 9:20

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Send us a text Giving Smarter: Innovative Paths to Charitable Giving – Jason Warner Tax Senior Associate Charitable giving transcends simple generosity when approached strategically. In this enlightening conversation with tax senior associate Jason Warner, we uncover powerful charitable vehicles that can transform your giving impact while optimizin…
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Fringe Benefits: The Hidden Tax Implications of Workplace Perks 8:24

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Send us a text Taxing the Extras: Fringe Benefits and Their Tax Consequences – Sam Moriarty Tax Senior Associate The complex world of fringe benefits sits at the intersection of employee satisfaction and tax compliance—a space where both employers and employees need expert guidance to navigate successfully. Tax Senior Associate Sam Moriarty pulls b…
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The Business Entity Blueprint: How Your Business Structure Shapes Everything 16:21

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Send us a text Entity Essentials: Choosing the Right Structure for Your Business Selecting the right business entity structure might be the most consequential decision you'll make as an entrepreneur. Tax implications, liability protection, paperwork requirements, and future growth potential all hinge on this critical choice. In this comprehensive g…
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Tax-Free Exit: Section 1202 Stock Exposed 11:21

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Send us a text What Is 1202 Stock? Millions of dollars in potential tax savings are hiding in plain sight for many business owners. Section 1202 stock, also known as Qualified Small Business Stock (QSBS), represents one of the most powerful yet underutilized tax strategies available to entrepreneurs planning their exit. Tax expert Phil Giguere brea…
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Beyond Borders: Understanding Your Foreign Tax Obligations 15:46

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Send us a text Global Compliance: Tackling Foreign Tax Filings The hidden complexities of foreign tax compliance often catch even savvy taxpayers by surprise. Tax Supervisor Alex Leslie of MP CPAs draws from a decade of experience to illuminate the maze of international tax reporting requirements that affect Americans with global financial interest…
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Money & Meaning: Unlocking Donor Advised Funds 14:44

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Send us a text Donor Advised Funds: The Basics and More Charitable giving becomes truly powerful when strategy meets generosity. Tax Director Lisa Behan from MP CPAs joins us to unpack the often-overlooked financial tool that's changing how smart philanthropists approach their giving: Donor Advised Funds (DAFs). The conversation dives deep into str…
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From Passive to Powerful: Unlock Your Real Estate Tax Benefits 14:06

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Send us a text What Is The Difference Between Passive And Non-Passive Rental Income? The complex world of real estate taxation contains hidden opportunities that could dramatically impact your bottom line—if you know where to look. Brian Moss, a senior tax associate with MP CPAs who recently passed all four parts of his CPA exam, breaks down the cr…
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Navigating the SECURE Act 2.0: Critical Changes for Your Retirement Future 13:24

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Send us a text What is The SECURE Act 2.0? Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement pla…
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Maximizing Your Stock Compensation Benefits with Expert Insights from Matt Baran 10:23

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Send us a text What Are The Different Types Of Stock Compensation, And How Can Employees Maximize The Benefits While Navigating The Tax Implications And Potential Risks? Discover how understanding the intricate world of incentive stock options, non-qualified stock options, restricted stock units, and employee stock purchase plans can make a signifi…
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Unlocking Business Value: Mastering Valuation Strategies with Tim Provost 11:48

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Send us a text What Are The Most Effective Methods For Determining A Business's Value? Learn the secrets of business valuation with Tim Provost, a partner at MP CPAs, as we explore the complex world of determining a company's true worth. Whether you're eyeing investment opportunities or planning strategic moves like mergers and acquisitions, unders…
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Tax Residency Complexities: Insights from Jeff Laboe on Statutory and Domicile Tests 15:40

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Send us a text How Can Tax Residency Issues Impact Your Financial Situation, And What Should You Know About Audits? Learn the secrets to navigating the maze of tax residency with our latest Knowing What Counts Podcast episode. Join me, Sophia Yvette, as I sit down with Jeff Laboe, a tax manager at MP CPAs with over a decade of experience. Jeff brea…
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Estate Planning in Massachusetts: Expert Strategies with Tim Lafalam 12:18

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Send us a text What Are The Key Considerations And Strategies For Effective Estate Planning In Massachusetts? Unravel the secrets of estate planning in Massachusetts with tax manager Tim Lafalam from MP CPAs, as he enlightens us on the intricacies of protecting assets and preserving legacies. Tim, who spearheads estate planning at MP CPAs, shares h…
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From Small Practice to Industry Leader: The Rise of MP CPAs with Tim Provost 7:35

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Send us a text Meet Tim Provost with MP CPAs Unlock the secrets behind the incredible rise of MP CPAs as we sit down with partner Tim Provost, who takes us through the firm's transformation from a small practice to a full-service accounting leader. Discover how MP CPAs, originally founded by Rick Moriarty and Jay Primack, has flourished over the pa…
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