show episodes
 
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus specifically on tax savings and ways to have a financially sounds back bone to your small business. Hosted by the JETRO and Associates team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff. JETRO and Associates is a digital accounting firm servicing clients across the country focused exclusively on small business bookkeepi ...
 
The FICPA podcast is to inform and educate our members & the CPA community with today's hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
 
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
A podcast for creative entrepreneurs and agency owners looking to grow their business in a healthy, sustainable way. Host Heather Zeitzwolfe, CPA is on a mission to inspire entrepreneurs to become purpose driven leaders with a focus on their triple bottom line. Expand your brain through conversations with business disruptors, CEOs and renegades in digital media, marketing, advertising, and design.
 
Relevant updates regarding your tax liabilities and tax deduction opportunities.About our firm:We are both a CPA and CTC (Certified Tax Coach) firm. -The CPA part lets you sleep safe at night that you are compliant, the CTC means we are always looking for tax savings while maintaining compliance. Our goal is to save you more in taxes than our fees. Published author: Mike helped co-author ‘Writeoffs to the Rescue! -‘Most business owners simply are not aware of all the strategies you can use t ...
 
CFO THOUGHT LEADER is a ground-breaking business podcast, hosted by Jack Sweeney that brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
 
This is a show about the incredible journey to becoming an acquisition entrepreneur and learning what action to take to find business deals! You'll hear from average people who have taken the fast track to business success through acquisition entrepreneurship. We'll dig deep into their stories to uncover their process of mining for businesses. They did it, and so can you! Like what you hear? Head on over to www.TheBusinessMiner.com for additional resources to help you when buying a business!
 
We know that running a veterinary business can sometimes feel like you're fighting your way through a jungle of financial insecurity, HR nightmares, and overall business confusion. Our goal is to give you the ideas and tools you need to not just survive in this jungle but to thrive in the veterinary industry. By combining over 50 years of knowledge and experience with differing opinions and a little humor, we will help you get the information you need to make the best decisions for you and y ...
 
Hosted by a former white-collar criminal investigator, this weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every week is a conversation with an expert in the fraud or forensic accounting industry who has a story to tell, ideas and wisdom to share, successes to inspire, and failures to confess. Where can you find the right credentials for your career? Where can you find the right training for you ...
 
Smart 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 smart 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. Smart Strategy for CPA's is the show for you!
 
An original podcast from the Chartered Professional Accountants of Canada. Our financial literacy podcast talks about key issues, trends and tips as they relate to financial education. Disclaimer: The views and opinions expressed in this podcast are those of the guest and do not necessarily reflect that of CPA Canada.
 
The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear p ...
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
 
The Institute of Certified Public Accountants in Ireland (CPA) is one of the main Irish accountancy bodies with in excess of 5,000 members and students. The CPA designation is the most commonly used designation worldwide for professional accountants and the Institute’s qualification enjoys wide international recognition.
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
THRIVEal is a place where CPAs build Community, Collaborate, focus on Technology and Innovate for the future of the CPA industry. The THRIVEcast, the monthly podcast from the Network, is Jason and Greg's dysfunctional journey through the changes taking place in the public accounting space. Journey with them and their warped humor to a place of greater business enlightenment in your business and in your freakin' life! Change is coming… (dang it!)
 
Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and thei ...
 
What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
 
Hungry: Trust Your Body. Free Your Mind. is a podcast for those on a journey to move beyond dieting, restricted eating and emotional eating and want to connect with, nourish and honor their bodies. Tara Whitney, CPA and Certified Intuitive Eating Counselor shares her own journey, insights and practices to support you along your journey. She also has amazing conversations with those that have evolved their own relationship with food. They share what life is like now that their minds are free ...
 
This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
 
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers clos ...
 
Dominate Your Dollar is the financial empowerment podcast designed to change your mindset surrounding money. Join Sammy Ndiyo, CPA every Tuesday as he offers his insight on how to make your money work for you. This podcast tackles real life money issues and gives actionable steps so you can start putting a strangle hold on your finances.
 
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show series
 
By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income.This episode is about IRS Audits of REPS. What is their perspective and lens they're looking through? What are they looking to see? How do you protect yourse…
 
On episode 39 of The Unique CPA, Randy Crabtree talks to Doug Veliky, Chief Strategy Officer of craft brewery Revolution in Chicago. Doug’s unusual career path started in public accounting. After being knocked back for several positions which could have combined accounting with his love of craft beer, he started an Instagram account and a blog abou…
 
In a follow-up to their presentation at PICPA’s Technology for Public Accounting Conference, James Ruffin, manager, IS assurance and advisory services, at RKL, and Stephane Smith, human capital management consulting practice leader at RKL, discuss best practices for remote onboarding. The two highlight setting expectations for new employees and kee…
 
Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and exploit your data? Having holes in your security is high risk. Get unlucky and your whole system could be down for a day, or cost you tens of…
 
In this two-part episode, Phil continues his conversation with Kenneth Omoruyi of CKO, CPAs & Advisors. Kenneth shares more about opening his firm and working with his partner who also studied in Nigeria. He talks about the difficulties he faced taking the CPA exam, which he took 19 times, and what he would change about the accounting profession.…
 
Stephen Westbrook, a CPA that has served a few non-profits as their CEO, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Steve’s career started as many do. He initially worked for a couple accounting firms, and then moved on to one of his audit clients. In this case however, it was with a small non-profit that ha…
 
SBA status update 04-05-2021 PPP 2 SBA anticipates based upon the number and amounts of applications that they have received / amounts that the lenders have in the portals to come – they expect that funds will run out by the end of April If we have received your approval, we have been uploading the applications and submitting to the lender. The len…
 
Show Notes (1:50) Paycheck Protection Program (8:18) Employee Retention Credit (18:18) Shuttered Venues Operators Grant (25:29) Restaurant Revitalization Fund Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do u…
 
On this episode Mike Jesowshek, CPA talks about the changes to meal expenses here in 2021. 1) How Does The Meal Deduction Typically Work? 2) Great, Now What Changed For 2021? 3) WEBINAR: Tax Secrets Nobody Tells Entrepreneurs - Sign-Up: https://www.taxsavingspodcast.com/secrets Details: Tuesday, May 18, 2021 12:00 PM CDT 4) Join Our Tax Minimizatio…
 
Looking back, Mike Rasic says that his entry into the world of tech start-ups got kicked off with a phone call that he almost didn’t answer. “I have a strict policy that if I see a phone number popping up on my mobile that I don’t recognize, I just don’t pick up,” explains Rasic, who goes on to say that the voice on the other end belonged to a head…
 
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind Odoo: https://cloudaccountingpodcast.promo/odoo Client Hub: https://cloudaccountingpodcast.promo/clienthub Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if yo…
 
Mark and Jenni switch gears for this personal and this important topic: mental health issues within the veterinary industry. Whether you're struggling with your own mental health or not, you'll definitely want to listen to this episode. Hear from both Jenni and Mark, as they tell their own true stories of their battles with mental health, and how t…
 
Diane Yetter, the Founder of the Sales Tax Institute, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. If you aspire to be the true subject matter expert in your field, whatever that may be, you will really enjoy this particular episode. Diane’s specialization started much differently than you may imagine. She did…
 
For 2020 tax returns, which are due by May 17th of this year, the child tax credit is worth $2,000 per kid under the age of 17 claimed as a dependent on your return. The child must be related to you and generally live with you for at least six months during the year. He or she must also be a citizen, national or resident alien of the United States …
 
https://vimeo.com/538109091 https://www.currentfederaltaxdevelopments.com/podcasts/2021/4/17/2021-04-19-why-the-federal-tax-alimony-test-still-matters This week we look at: Cover letter from state judge was part of the divorce documents PLR discusses medical expense definition IRS announces gift tax return due date remained April 15 Only overpaymen…
 
It might be hard to believe, but research shows that people who have traveled abroad are happier and healthier than those who've never left their home country. Our next guest, Lisa Niver, is an award-winning travel expert who has explored 101 countries and six continents. You can find her talking travel at KTLA TV and on her "We Said Go Travel" blo…
 
Taylor is a returning guest from episode 27 when he had a net worth of 500K. In the last 2.5 years he grew his net worth to one million dollars. He is 31 years old and works in finance for a startup company. He has 10% of his net worth in cash and 200K in home equity. He saves 7-10K a month. Taylor also discusses the decision of paying his home off…
 
Mobilizing cannabis voters to expedite change One of the most successful voter registration programs in history happened at concerts and music festivals. Andy Bernstein the Executive Director of Head Count joins Larry Mishkin, Jim Marty and Rob Hunt to talk about using music venues to register voters and about the Cannabis Voter Project efforts to …
 
On this Episode of the ASC Podcast with John Goehle, we review the latest news, and information for the ASC Industry, discuss COVID-19 Vaccinations, Review Recent Guidance from CMS on Emergency Preparedness and in our focus segment, prepare you for Medicare Quality Reporting in May 2021. This episode sponsored by: Ambulatory Healthcare Strategies R…
 
In 2008, as the subprime mortgage crisis began turning the Street’s brash dealmakers into a squeamish clan of risk-averse bankers, Tim Murphy, an associate at Credit Suisse, decided that it was time to try some slots. Lots of them. “I took a gamble in the casino space—it was probably one of the best decisions that I have made in my career and one t…
 
With a steady vaccine rollout (in the U.S. at least), declining COVID deaths, and warmer weather, the world appears much more hopeful than it did last year at this time. And while we all probably wish we could wipe our memories of the pandemic, there are some valuable money lessons we can take away from the past year. Find the blog version of this …
 
In case you didn’t notice, we are in the middle of a massive cryptocurrency bull market. We haven’t been here since 2017 and who knows how long it will last. For those of you with solid positions, enjoy the run but don’t get greedy! I certainly learned my share of lessons from the last cryptocurrency bull run. I could have come away from it with a …
 
This week we look at: Cover letter from state judge was part of the divorce documents PLR discusses medical expense definition IRS announces gift tax return due date remained April 15 Only overpayments existing at April 15 can be applied to quarter one 2021 estimate payment An audio only version of this week’s update can be streamed or downloaded b…
 
In this episode, you'll learn: How to protect yourself from getting trapped in too much debt How to avoid the biggest debt pitfalls at every age Healthy ways to approach big sources of debt like mortgages, auto loans, and student loans How you measure up to your peers For more information, visit: https://www.moneyguy.com/2021/04/average-debt-by-age…
 
In this episode, Clara Moisello shares her journey from struggling with food and dieting and working in a challenging professional environment in science research to coaching people in Nonviolent Communication and body positivity. Clara shares the pivotal moment when she realized that dieting and the pursuit of weight loss wasn’t something she coul…
 
On today’s Intelligent Money Minute, we interview Larry Swedroe on the four horsemen of the retirement apocalypse. Larry explains the importance of investors not using historical returns for blindly forecasting the future. On the contrary, Larry explains the need to understand how the returns earned value. During the episode, he goes through miscon…
 
Despite their vast financial expertise, accountants are often regarded as seemingly untouchable figures that only talk in complicated jargon. For Twyla Verhelst, it is high time for accountants to become irreplaceable individuals within the business structure and not just mere expendable investments. Sitting down with Michelle Weinstein, she breaks…
 
Does the thought of public speaking cause you stress? Do you want to get more involved in the profession but don’t know where to start? Hear how Luke Selvig, CPA and Manager with Boyum Barenscheer went from a reluctant, after work networker to committee chair and speaking in front of hundreds of people. Resources mentioned in this episode: Firm Com…
 
Where did you first learn how to invest? Who explained the power of compounding interest and the discipline of living on less than you make? In today's episode, we're breaking down a recent survey revealing where the majority of investors get their investment advice. We'll share our thoughts on these sources and explore how to tell if a source is t…
 
On this episode Mike Jesowshek, CPA talks about the options available to you to get money out of your business to you personally. 1) What Is An Owner’s Draw vs Salary? 2) How Do I Take Money Out Of My Company? 3) My Business Bank Account Is Empty, Why Am I Still Showing A Profit? 4) Join Our Tax Minimization Program: https://www.taxsavingspodcast.c…
 
When Rob Krolik agreed to join us for a CFO (emeritus) episode, we expected to hear about the successful business turnaround chapter that he added to his finance resume while CFO at Move.com. We also anticipated learning about his years at Yelp, where—back in 2011, as the firm’s new CFO—he was credited with helping to lead one of the year’s most su…
 
Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can…
 
Sponsors Dext: https://cloudaccountingpodcast.promo/dext Rewind: https://cloudaccountingpodcast.promo/rewind Odoo: https://cloudaccountingpodcast.promo/odoo Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what…
 
By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income.Brandon and Thomas want to set the record straight and tell people what they need to hear to win IRS audits. Some of the myths we discuss are things that we'…
 
If you qualify for the 2020 unemployment compensation exemption, you may end up getting additional tax breaks. This is because your adjusted gross income (AGI) will be reduced by up to $10,200 (up to $20,400 for married couples filing a joint return. That means you could suddenly be allowed to claim other tax breaks with an AGI-based eligibility cu…
 
Dasarte Yarnway founded his own wealth management firm at age 24 out of a desire to help people create multi-generational wealth. At Berknell Financial Group, he encourages clients to think deeply about their relationship to and beliefs about money, then works alongside them to create a unique, holistic plan that reflects their values across all as…
 
https://vimeo.com/535514981 https://www.currentfederaltaxdevelopments.com/podcasts/2021/4/11/2021-04-12-overpaying-on-may-extensions This week we look at: IRS gives guidance on ARPA and the advance premium tax credit for 2020 CCA issued to give details on apply tax provisions to hard forks of virtual currency IRS disagrees with court decision on tr…
 
Passing the CPA Exam is an arduous process, but one with immeasurable rewards for those who achieve their goal. Organizations with staff members who attain the CPA designation also experience extensive benefits and return on investment. Therefore, it behooves organizations to help would-be CPAs on their payroll to pass the test with flying colors. …
 
Michelle Tillis Lederman is a people expert who inspires organizations and individuals to build real relationships and get real results. We live in a network economy – – it’s all about who you know, who knows you, and what they know about you. But in this remote working, socially distant period in time, connecting has taken on new challenges. She w…
 
Many of us feel we have great ideas or goals but don't act on them or fall short when we try. To show you how to break through and achieve success and awaken your inner action hero, Bob chats with Corporate Action Hero, John Davis. He is an internationally known Keynote Speaker, Comedian, Fight Director, Stuntman, College Professor, and Artistic Di…
 
Tony has a current net worth of 2.5M, a large chunk of which is in his paid for house and a rental property. Tony discusses managing his career including work/life balance, deciding whether to pay off his house early, being a good/improving father, personal debt, the advantages of using a financial advisor, and more. Tony worked for Dave Ramsey for…
 
Jarod Koopman is a special agent with the Internal Revenue Service, Criminal Investigation. He is currently the Director of the Cyber Crime Unit for the IRS-Criminal Investigation. In this episode, we discuss: The role of the Cyber Crime Unit in the IRS Why the Cyber Crime Unit is vital to the IRS’s mission Some of the success stories of the Cyber …
 
Remembering the Dead's 1972, 22-night, European Tour Larry Mishkin, Jim Marty and Rob Hunt celebrate the 49th anniversary of Grateful Dead, Europe '72 tour with Jerry Griffin from Go Zero https://www.gozeropackaging.com/ and Creo https://creoingredients.com/ . Jerry also share his jamband experiences and talks about the future of cannabinoids and t…
 
In the early 1980s, when Arleen Paladino joined Crum & Forster as a 21-year-old internal audit trainee, she was frequently sent to remote office locations to complete audits of financial statements the data from which were then transferred to keypunch cards and fed into a giant mainframe at the insurance company’s Morristown, New Jersey, headquarte…
 
This episode is all about harnessing the power of Pinterest. We get down to the nitty gritty on the WHY and HOW you should be using Pinterest as part of your marketing and content strategy. Whether you're a content creator or a service-based business, you can utilize Pinterest to help grow your business. To discuss this topic, I am joined by Amber …
 
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