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.
 
The CPA Australia Podcast brings you the best in on-demand commentary and thought leadership across a variety of topics related to business, leadership and accounting. Each week, our podcast will help you increase your knowledge of business related topics and point you to some of the world’s best resources in strategy, finance and public practice accounting. Never miss an episode by subscribing today via iTunes.
 
Marie Torossian, CPA is #your10xcpa, and #notyourtypicalcpa She is a Certified Public Accountant, a Chartered Global Management Accountant, an experienced Auditor and CFO, Author, and creator of VALUEATION-MT® methodology; she helps her clients 10X their business! The proprietary framework is a gamechanger for business owners. It combines critical ingredients such as business valuation, financial analysis, policies and procedures, menu pricing, growth roadmap, strategic planning, etc. She us ...
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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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. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
Foresight: The CPA Podcast asks CPAs to reimagine their position at the centre of the economy. La série Balados pour CPA : Voir demain invite les comptables à se repositionner en plein cœur de l’économie. Accountants face an urgent choice: embrace change or risk falling behind, losing relevance and being replaced by competitors. Foresight: The CPA Podcast takes a deep dive into how societal shifts are transforming the role of CPAs. From AI to ESG. From protecting the environment to protectin ...
 
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Profit Points

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Profit Points

Michelle Ward & Shawn Cahill

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Profit Points by Modern CPA is a podcast for small business owners discussing various topics related to starting and running a business. The podcast is hosted by Michelle Ward, CPA and Shawn Cahill, CPA. Guests include business professionals who share their expertise and small business owners who share their journey in the business world.
 
To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A become a CPA and go public, and have twin B go private. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
 
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
 
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
 
A podcast for the 2000 - 20,000 acre crop farmer who wants to be more profitable while staying relevant in the face of a rapidly changing ag environment. Topics include: how to keep more cash in your pocket, reduce your taxes by 5 or 6 digits per year, be ready when land becomes available for purchase, ensure financial security in retirement, and protect your farm and family. Your host, Catherine Ozment, CPA an expert in farm financials and ag tax strategy, and herself is the owner of a fami ...
 
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Deadhead Cannabis Show

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Deadhead Cannabis Show

Larry Mishkin, Rob Hunt, Dan Humiston, Jamie Humiston, PodConx

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Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin and cannabis attorney / investor Rob Hunt share their cannabis stories and view of the industry. Produced By PodConx
 
A weekly podcast for cannabis business owners, investors and industry insiders. Join host Chip Schweiger, The Green Leaf CPA, as he brings you a podcast about cannabis, accounting and finance with actionable tips to make more money, improve profits and increase the value of your cannabusiness. Each week, the brightest minds in our community, from under the canopy to inside the boardroom, share knowledge and drop wisdom.
 
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, our Tax Minimization Program and more on our website: www.TaxSavingsPo ...
 
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.
 
Exclusive information. Extraordinary insight. 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 advice, bold insights, and confidential access to exclusive intelligence and d ...
 
CFO THOUGHT LEADER 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?
 
The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 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. Hall CPA, PLLC is a CPA firm that exclusively ...
 
Hosted by a former white-collar federal criminal investigator, this bi-weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every episode 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 tra ...
 
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Oh My Fraud

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Oh My Fraud

Greg Kyte & Caleb Newquist

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"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
 
PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
 
John Garrett’s research involves talking with rock star professionals who realize that who you are is so much more than what you do. Accountants, consultants, lawyers and other professionals everywhere are doing some cool things after they leave the office. We discuss how these outside-of-work interests impact their career.
 
With each episode, your hosts Glenn Harper and Julie Smith will help you build your brand and tap into your greatness. His guests bring intriguing and entertaining clarity to help you increase your confidence in building your business. Since beginning Harper CPA Plus nearly 35 years ago, he continues to evolve and change the way he wanted CPA’s to be perceived and used by his clients. The fundamental premise for his motivation is simply to help people. This podcast is just another way Glenn ...
 
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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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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 ...
 
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Change Your Mindset

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Change Your Mindset

Peter Margaritis, CPA & C-Suite Radio

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Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
This podcast focuses on our mission: The California Parent Alliance believes parents are responsible for raising and making decisions for their children… not schools or government. C.P.A. is a watch dog organization that provides a wealth of resources to ensure families are educated about the intellectual, social, and health threatening the well-being of our children.
 
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The Veterinary Survival Show

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The Veterinary Survival Show

Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM

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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 ...
 
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The Retirement Oasis Podcast

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The Retirement Oasis Podcast

Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA

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The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
 
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The CPA MOMS Podcast

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The CPA MOMS Podcast

Dawn Goldberg, CPA, Community Manager at CPA MOMS

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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 ...
 
The Canadian Physique Alliance podcast! We are excited to be launching this new media form to bring you up to date information on what's happening around the CPA and NPC worldwide. This audio format has been developed to adapt to the changing environment on how you like to consume information and we will strive to meet your ever changing needs. Throughout this series we will provide you with updates, answer your questions, and provide you with value through the form of special guests directl ...
 
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show series
 
In this week's episode, we talked about the state of the economy and how your mindset should be to not only survive but thrive! Why should you invest NOW instead of hoard? 2. Why should you write your goals every day? 3. What keeps you going forward?? 4. Why should you invest in a business coach and tax planning? 5. And more…. If you enjoyed this e…
 
If you haven’t already noticed, the accounting industry is struggling, big time. Unfortunately though, our profession also normalizes the struggles - stress, overwhelm, frustration, not enough time, too many demands, not being valued, overcommitting - I could go on but you get the drift. But here’s the tricky thing that I’ve noticed with accountant…
 
[00:01 - 02:07] Opening Segment Daniel on how LinkedIn connected him to a business prospect when he needed it [02:08 - 06:39] Treat Your Profile as a Website The goal is to motivate visitors to reach out and take action Your headline should focus on the customers How can you help them? Customize your banner, profile picture, and featured section Be…
 
This episode lays the foundation for the podcast. It establishes that God is actively building an unseen Kingdom in here on earth and that we Christian Entrepreneurs are a part of that process. This Kingdom was the main focus of Jesus' earthly ministry and His commission to "go into all the world and preach the gospel" applies to us today. Our "wor…
 
Find out how to secure lower interest rates with these two key ratios.Want farm financial guidance for free? Check out the Farm and Ag CPA Facebook group: ​​https://www.facebook.com/groups/farmandagcpaWant to save $250K or more on taxes? I’ve been saving farmers like you tens if not hundreds of thousands of dollars a year, for a decade. These same …
 
Do you have creative ideas ready for implementation? Discover how to make your good idea great, and your great idea scale. In this episode, renowned economist John List joins Tom to discuss a process you can use to determine if your idea or business is scalable. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
On Episode 66 of The Unique CPA, Rob Brown joins Randy Crabtree to share their experiences as stroke survivors during Stroke Awareness Month. They highlight the key lessons they learned from these life-changing events, including the importance of being open and vulnerable with friends about struggles and of not waiting for a consequential event to …
 
Join Kurt Schlup, Manager, and Dan Patterson, Senior Client Advisory Services Associate at PKF Mueller, for an in-depth interview on the Employee Retention Credit (ERC). In this episode, they provide insight into what the ERC is, what the maximum benefits are, the qualifications for eligibility, and the next steps if you are interested in receiving…
 
The rise in globalization and the ever-increasing sophistication of corruption schemes have exponentially expanded the scope of the professional accountant’s role. The challenges CPAs currently face are significantly different from those encountered 20-25 years ago. It is important that CPAs rise to this challenge and equip themselves with the know…
 
Jamie Lopiccolo with Steven Sacks for CPA Trendlines Lopiccolo is the owner of a small Midwest firm that has been employing a subscription-based model to invoice clients for services rendered. The approach manages expectations by the client and ensures a normalized cash flow for the firm. Additional benefits include a more strategic approach to dea…
 
How to Pass the CPA Exam Faster By Jim DeLuccia Bob Gayhardt, business development manager for UWorld, provides high-level tips on passing the CPA Exam. Gayhardt stresses the importance of identifying strengths and weaknesses of subject material and why it’s important to avoid overthinking during the study process. Megan Burke, Gayhardt’s colleague…
 
Canadian Cannabis Dispensary Channels The Grateful Dead David Ellison, a former securities lawyer and owner of Grateful Dead themed Toronto dispensary, Scarlet Fire Cannabis Co joins Larry Mishkin and Rob Hunt. In honor of his company's name the group dissects Scarlet Fire by reviewing clips from some of the most iconic performances. David also sha…
 
Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the am…
 
In this episode, your host, Robert Nordlander, discusses the difference between a civil tax audit and a criminal tax investigation. The stakes are at the highest in a criminal tax investigation. Therefore, not just any CPA or forensic accountant should be hired by a taxpayer or taxpayer's attorney. Even if the expert is a former IRS employee doesn'…
 
Dan is a university professor living in Japan with a net worth of 1.2M. He discusses some of the investment differences and difficulties that arise from living out of the U.S. full time. He also shares the different investment mindsets between what he's observed in America vs. Japan. Dan has most of his net worth in real estate - both in his invest…
 
“The idea of burning the ladder is a shifting mindset, and building bridges is the action that creates opportunities to build relationships.’ Dr. Allan Patterson Our guests today are Dr. Allan Patterson and Jenny Knuth. Allan has more than three decades of international business experience. In 2006, he formed Mentore, a consulting practice speciali…
 
Back in April of 2020, as the consequences of COVID’s arrival in the U.S. left financial markets reeling, Paychex CFO Efrain Rivera had the temptation “to say nothing.” As the company’s quarterly earnings call with analysts quickly approached, Rivera reports, a number of management team members had gathered in conference to debate the idea of halti…
 
No matter how open-minded you think you are, you are always going to approach things with a certain bias. And it only takes being completely wrong about something that you would have bet your life on to realize that. My perspective on Covid-19 in the early days is a good example. Now I know there seem to be some who still don’t think it was a big d…
 
Marketing-- where would we be without it? Marketing is an important aspect to every business, but it's definitely not as simple as it sounds. Who are you trying to reach, and why? What's the best way to market your veterinary clinic? What are your overall marketing goals? What other things to do you need to consider before starting your marketing?!…
 
The S&P 500 is down nearly 20% year-to-date, inflation is persistently high, and GDP was negative last quarter. Many in the financial media are speculating that we are headed for a recession. In this episode, we'll discuss the latest financial indicators, what may happen next, and how you can prepare. Subscribe on YouTube! Download FREE Financial R…
 
Sponsors OnPay: https://www.cloudaccountingpodcast.promo/onpay FreshBooks: https://www.cloudaccountingpodcast.promo/freshbooks Canopy: https://www.cloudaccountingpodcast.promo/canopy Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Show Notes…
 
Elementary Schools: YES to Sex & NO to Faith Our children are being targeted by democrats to destroy families, faith, and to strip them of their childhood #California #Education #PublicSchool #SchoolBoard #SchoolDistrict #CRT #CriticalRaceThoery #GenderIssues #Mandates #PYLUSD #Placentia #YorbaLinda #PlacentiaYorbaLindaSchoolUnifiedSchool #NoMasks …
 
Patrice Mills, CPA, was sunning herself on a Florida beach when she received an alarming phone call. All of her client files had been seized in a ransomware attack, and cybercriminals were demanding payment to release them. Listen in as Mills recounts this experience and shares best practices for keeping your firm’s data safe. PCPS resources mentio…
 
Discover how surging inflation impacts taxes, and tax strategies. CPAs will hear what steps they can take today to help their clients combat inflation. In this episode, Garrett Watson joins Tom to discuss the impacts of policies and rising interest rates, and how they play a role in the future of your investments and even your well-being. Learn mor…
 
How do you balance saving for retirement AND trying to buy your first house? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial succ…
 
On this episode Mike Jesowshek, CPA talks about how credit card rewards are taxed. 1) How Are Frequent Flyer Miles, Hotel Points, and Other Credit Card Point Rewards Taxed? 2) How Are Cash Back Rewards and Rebates Taxed? 3) How Are Credit Card Sign-Up Bonuses Taxed? 4) What Happens If I Donate Credit Card Cash Rewards/Rebates to Charity? 5) Credit …
 
[00:01 - 02:33] Opening Segment Asher on his background in startups and the work they do at Uncapped Uncapped ad the kind of funding he wished had always existed The challenges he faced when he was raising capital [02:34 - 13:57] A Better Funding Alternative What type of businesses are they working with at Uncapped? Using a data-driven approach, no…
 
When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he mentions that although he had a deep interest in biology during his high school years, upon entering college he decided to swap out a biology curriculum for an accounting one. More than a decade later…
 
In this week's episode, Brandon and Thomas discuss the pros and cons of using self-directed IRAs to invest in real estate, when they make sense, and more.Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:www.facebook.com/groups/taxsmartinvestorsFor an initial co…
 
Links mentioned in this episode Dr. Josh McGowan, CPA tweet thread Connect with Becky twitter.com/beckysteiger linkedin.com/in/rebeccasteiger Connect with Norma twitter.com/normasteiger linkedin.com/in/normasteiger Review Leave a review on Apple Podcasts or Podchaser Subscribe Subscribe to the Accounting Twins Podcast in your favorite podcast app! …
 
In this week's episode, we answered questions from our audience! What is a 1031 Exchange, and would it work if you have held your investment property for 18 months? 2. Should you buy a car under your business or your name? 3. Should you lease your car to your business? 4. What is the IRS looking for when you’re deducting auto expenses for business?…
 
Interest rates and housing prices continue to rise - so how do you purchase your first home in this crazy time? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure y…
 
https://vimeo.com/710134078 https://www.currentfederaltaxdevelopments.com/podcasts/2022/5/15/2022-05-15-was-return-given-at-irs-request-really-never-filed This week we look at: Forming new corporation didn’t break connection to prior material participation Ninth Circuit find return was filed even though not send to location in the regulations IRS d…
 
The "Other Barton Hall show" 5/16/1981 Staci Smith the host of the Strangers Stopping Strangers podcast stops by to share stories from her years following the Dead and her time hosting her Dead podcast. She surprises Larry Mishkin and Rob Hunt with the story of how she grew up in Bob Weirs' house. They also talk about cannabis companies violating t…
 
The focus of today’s episode is what clients are bringing up and asking about taxes – especially during tax season. I share some of the most common questions and some stand-out issues from this recent tax season. You will gain insight on how to handle certain questions and where you can be delivering value to clients as you discuss taxes.…
 
Mark is 53 years old, owns his own plumbing business and flips the occasional trailer/mobile park home. He never went to college and has never made over 40K annually; at one point he had 50K in credit card debt. His net worth is primarily held in mobile homes which he fixes up, then flips and finances to the next buyer. Mark shares his thoughts on …
 
“People's perceptions of you are their reality, so pay attention to what you want their reality to be.” Peter Margaritis The way we show up does make a big difference, whether in person or virtually. Perception is reality, and the perceptions we create with others, especially with decision-making executives, really matter. People want to interact w…
 
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