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Mike Jesowshek Podcasts

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The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
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The Law Firm Accounting and Tax Podcast is designed specifically for solo and small law firm owners. We focus specifically on tax savings and ways to have a financially sound back bone to your law firm. Hosted by the JETRO team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff.
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The Beyond Fulfillment Podcast, with Dave Gulas of EZDC 3PL, is your weekly dose of real talk with the people actually building successful businesses. We bring you unfiltered conversations with the founders, the dreamers, and the doers who are truly making things happen. We're cutting through the noise to show you what it really takes for business growth.. Think of it as a backstage pass to the entrepreneurial journey —from overcoming tough challenges to celebrating big victories, and every ...
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The Digital Insurance Agent

Carl Willis - Agent Branding & Marketing

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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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Positive Input

Positive Input

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An outlet dedicated to providing insight on a variety of professional and business related topics. Our guests are all experts in their own area and we speak with them on how they began their successful Journey to Something More.
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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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In this episode, entrepreneur and tax expert Mike Jesowshek sits down with Dave Gulas to share his journey of building multiple businesses from the age of 14, navigating setbacks, and innovating in the world of cloud-based accounting. Mike reveals actionable strategies for entrepreneurs, small business owners, and startup founders looking to keep m…
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In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spend…
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In this episode, Curtis McCollum, founder and CEO of Bespoke Human Potential Coaching, sits down with host Dave Gulas to share his inspiring journey from a top financial services sales professional to a sought-after performance coach. Curtis pulls back the curtain on what truly holds entrepreneurs, business owners, and founders back, including the …
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In this powerful episode of the Digital Insurance Agent Podcast, Adi Soozin shares the secrets behind building an indestructible winner’s mindset — a critical edge for insurance agents, entrepreneurs, and high performers in today’s fast-paced digital world. 🎙️ Hosted by Carl Willis, this conversation dives deep into Adi’s journey — from breaking ma…
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In this episode of the Beyond Fulfillment Podcast, Dave Gulas sits down with renowned global supply chain strategist Jim Tompkins for an eye-opening discussion on the current turbulence in trade, tariffs, and international commerce. Dive deep into the global ramifications of USMCA updates, Canada’s tariff changes, and the evolving dynamics between …
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Send us a text Misclassifying workers is one of the biggest mistakes a business owner can make. It might seem cheaper to pay someone as a 1099 contractor, but if the IRS says they should be a W-2 employee, you’re looking at back taxes, penalties, and possible audits that could cripple your business. In this episode, Mike breaks down the IRS framewo…
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In this episode, host Dave Gulas interviews Amir Haramaty, president and co-founder of aiOla, a speech AI company that’s taking the tech and logistics world by storm. With four successful exits and a history as a serial problem solver, Amir shares his journey building aiOla, starting long before AI was a hot topic. Discover how Iola helps Fortune 5…
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In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with AI strategist and trainer Marnie Wills for a masterclass in integrating AI into your insurance agency operations. From creating your own second brain with AI assistants to reframing AI as amplified intelligence—not artificial—this conversation is packed with act…
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In this episode of the Beyond Fulfillment Podcast, Dave Gulas sits down with Jonathan Domsky, veteran entrepreneur and founder of Untangled Coaching, for an inspiring conversation tailored to fellow entrepreneurs, business owners, and startup founders. Jonathan walks us through his transformative journey—from building a successful children's access…
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Send us a text Most tax strategies give you either a write-off or long-term growth. Oil and gas gives you both. With IRS Code 263(c), you get massive upfront deductions and steady tax-advantaged cash flow. In this episode, Mike and Nick from US Energy unpack how drilling funds work, the unique tax benefits they provide, and how to use them strategi…
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In this episode, Dave Gulas sits down with Andrew Maffettone, founder and CEO of BlueTuskr, for an insightful conversation tailored for entrepreneurs, small business owners, and start-up founders looking for real-world growth strategies. Andrew dives into the challenges of building and scaling an e-commerce digital marketing agency in today’s fast-…
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In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq.—a licensed attorney turned serial entrepreneur. Discover how Bart went from law school side hustles to building a 7-figure business that landed on the Inc. 5000 list. You'll learn how Bart leveraged systems, minimized overhead, and avoided “he…
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In this episode, Dave sits down with Kimberly Spencer, founder of Crown Yourself and Communication Queens, to share her honest journey through entrepreneurship, the wins, tough moments, and everything in between. Kimberly dives deep into the realities small business owners face, from struggling with self-doubt and “financial bulimia” (a cycle of ea…
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Send us a text If I were starting a business today, this is exactly how I’d approach tax planning from the ground up. In this episode, we're tackling tax strategy hierarchy every small business owner should follow. From core strategies like hiring your kids and maximizing deductions, to advanced moves like asset purchases, oil and gas investments, …
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In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh, entrepreneur, educator, and author of Mindshifting, to uncover the invisible mental ceilings that keep insurance agency owners stuck in survival mode. Mitchell breaks down the five survival brain responses, explains how to tap into y…
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In this episode, Nick Schrock, founder and CEO of Valoroo, returns to share proven strategies for nearshoring and outsourcing in the logistics industry—valuable insights for entrepreneurs, small business owners, and start-up founders looking to scale their businesses while managing costs. Nick and host Dave Gulas go deep on how nearshoring in count…
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In this episode, Travis Lee, founder of 3D Mail Results, sits down with host Dave Gulas to share his entrepreneurial journey and the real story behind building a thriving business in direct mail marketing. Travis reveals how an idea born from a family-run mastermind group turned into a multimillion-dollar direct mail fulfillment company. Listen in …
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Send us a text Most business owners think of insurance as a necessary expense, but what if it could double as a tool to cut taxes? With a Section 831(b) captive insurance company, you can set aside pre-tax dollars to cover risks traditional insurance won’t touch… All while building a financial safety net for your business. In this episode, Van Carl…
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In this episode, Dave Gulas sits down with Jim Tompkins, founder of Tompkins Ventures, for a deep dive into the realities of tariffs, trade policies, and their direct impact on entrepreneurs, small business owners, and startup founders. Recorded on the heels of a major tariff deadline, Jim shares clear, actionable strategies businesses are using to…
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In this episode of the Beyond Fulfillment Podcast, host Dave Gulas sits down with international trade consultant Cindy Allen for a timely deep dive into the realities facing entrepreneurs, small business owners, and startup founders who navigate the global marketplace. With over 35 years of experience, Cindy shares valuable, real-world insights on …
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Send us a text Retirement expert Matt Ruttenberg walks through 5 real-world business scenarios and how to choose the smartest retirement plan for each. Whether you're flying solo or managing a growing team, this episode breaks down IRA, SEP, SIMPLE, 401(k), and advanced options in a simple way… Plus, how to take advantage of powerful tax credits. 🚀…
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In this episode, Dave Gulas sits down with renowned logistics recruiter Charlie Saffro to give entrepreneurs, small business owners, and startup founders a real-world perspective on the state of the job market in logistics and supply chain as of July 2025. If you’re building a business and want the inside scoop on hiring, talent retention, and what…
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Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for using short-form videos to pre-position yourself as the trusted expert in your niche. You’ll learn: Why video bui…
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In this powerful episode of the Beyond Fulfillment Podcast, host Dave Gulas sits down with entrepreneur and coach Chad Ackerman to discuss his real-world journey from launching a passion project to building, scaling, and selling his successful business, Left Field Investors, to BiggerPockets. Chad shares: ✅ How to recognize business burnout and ove…
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Send us a text Taking money out of your business isn’t always tax-free. If you’re not tracking your basis, you could get hit with a surprise capital gains tax, even without selling anything. Let's break down what basis means, how it works differently for Partnerships and S Corps, and why overlooking it could cost you thousands. 🚀 Book your free dem…
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In this episode, we dive deep into the entrepreneurial journey of Richard Blank, CEO of Costa Rica’s Call Center. Richard reveals how he went from a Spanish major in Philadelphia to building a thriving business in Central America’s vibrant BPO industry. Richard shares honest insights on overcoming early career uncertainty, breaking free from societ…
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In this episode, Dave Gulas sits down with Jim Tompkins to break down the latest developments in global tariffs and what they mean for entrepreneurs, small business owners, and founders navigating today’s unpredictable landscape. Get insight on President Trump’s negotiation style, the impact of new reciprocal tariffs set for August 1st, and how eco…
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Discover how to turn client reviews into a lead-generating machine in this powerful webinar hosted by Carl Willis of Agent Branding & Marketing. Learn proven strategies to gather impactful reviews, boost local SEO, build emotional trust, and maximize your agency's online footprint. Whether you're an independent P&C agent, captive agent, Medicare sp…
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In this episode, Dave Gulas sits down with Ted Santos, the seasoned founder of Turnaround Investment Partners, to explore fresh approaches to growth, innovation, and company culture that matter to every entrepreneur, small business owner, or founder. Ted shares candid stories from his 20+ years guiding leaders, including how a lesson from American …
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Send us a text Mixing active and passive income in one entity could be costing you thousands. In this episode, we break down why separating your income streams is essential. You’ll learn how to structure your business the right way using S Corps, LLCs, holding companies, and even C Corps to unlock advanced tax strategies. From hiring your kids to s…
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In this episode of Beyond Fulfillment, host Dave Gulas sits down with Brett Swarts, founder of Capital Gains Tax Solutions, to dive deep into the entrepreneurial grind and real strategies for thriving through tough times. Brett shares his personal story, from weathering the financial storm of 2008 to building a unique firm that helps entrepreneurs,…
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Are you an insurance agent struggling to stay visible in the evolving world of search? Discover how the transition from traditional SEO to Answer Engine Optimization (AEO) is reshaping the digital landscape—and how you can position yourself as the trusted local authority in your community. In this power-packed webinar, Carl Willis, CEO of Agent Bra…
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In this episode of the Beyond Fulfillment Podcast, Adam Koehler shares his journey from co-founding DotLoop, sold to Zillow for a nine-figure sum, to launching Content Credits, an innovative solution to the publishing industry’s struggles. Host Dave Gulas dives deep with Adam into the realities of startup life, why launching DotLoop during the 2008…
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In this episode, industry veteran Jim Tompkins dives into timely strategies for navigating tariffs, international trade, and the fast-changing global supply chain. Jim shares his predictions on U.S. trade policies, breaks down the real impact of tariffs on manufacturers and importers, and explains why political and economic factors are shaping toda…
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Send us a text Trump’s Big Beautiful Bill just became law. What’s actually in it? On July 4th, the biggest tax overhaul since 2017 was signed, and it’s packed with big wins for business owners. 100% bonus depreciation, a permanent 20% QBI deduction, tax-free tips and overtime, and brand-new deductions most people haven’t even heard of. Let’s break …
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In this episode, Dave sits down with Justin Snyder, founder of Forest Superfoods, to explore Justin’s remarkable journey from packing orders in his spare bedroom to building an 8-figure superfoods brand in Australia. Justin shares how a fascination with health foods, cultivated during travels in India, led him to launch Forest Superfoods, despite l…
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In this powerful episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Michael Allison, founder of The Adversity Academy and Marine Corps veteran, to discuss the hidden challenges insurance agents face as they move from top producers to effective leaders. Discover how emotional intelligence, mental health awareness, and resilie…
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In this episode, host Dave Gulas sits down with Bill Carlin, co-founder and CMO of Racklify, to dig into the behind-the-scenes story of building a digital marketplace in the 3PL (third-party logistics) industry. Bill shares how his journey started as an e-commerce seller, evolved into running a fulfillment warehouse, and led him to create Racklify—…
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Send us a text When you're self-employed, getting approved for a mortgage isn't as straightforward as it is for W-2 employees. In this episode, Mike sits down with mortgage lender Bill Moeller to break down how tax-saving strategies can impact your mortgage application. 🚀Ready to stop overpaying the IRS? Sign up for my free webinar on July 15th! Cl…
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In this episode, we dive deep into the world of supply chain M&A, entrepreneurship, and business growth with Ben Gordon, founder of Cambridge Capital and BGSA. Ben shares the inside story behind the $160 million Green Screens AI exit, detailing how predictive pricing and AI-powered analytics are reshaping the logistics industry. He reveals how the …
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https://agentbrandingandmarketing.com In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Jonathan Mast of Whitebeard Strategies to explore how AI is transforming the way entrepreneurs and small businesses operate in 2025. Discover the mindset shift toward "AI First" thinking, practical use cases like customer service…
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