Showing results by author "CPA" in All Categories

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.

Upskill on your cannabis business, finance, and compliance skills! If you’re looking for quick, easy, and value-added information about doing business in the cannabis industry, then look no more. Each episode of Cannabis Business Minds will provide you with valuable tips and insight from industry leaders that you can apply to your own business or career. Hosted by CPA and Cannabis Advisor, Simone Cimiluca-Radzins, CPA.

ExitOS demystifies the best way to buy and sell companies. Learn about the world of corporate development and how to prepare your company to either grow strategically with acquisitions or get the highest multiple possible for your sale! At ExitOS, our mission is to empower individuals and organizations to succeed in the world of M&A. Through our comprehensive educational podcasts and expert guidance, we strive to demystify the process of buying and selling companies and equip our clients with the knowledge and skills they need to make informed, strategic decisions. Whether you are just ...

Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.

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 stronger relationships with their clients, customers, associates, and peers, all the while, growing ...

Official podcast of the Arizona Society of CPAs. Hear from experts who will share information and updates to help CPAs succeed.

Some people believe money scores success in life. If that’s true, then you’re really only keeping score between your current and future selves. Financial planning allows you weigh the trade-offs necessary to achieve your goals both now and then. Consume too much now and you limit your future choices. Save all your money for later, your family unnecessarily sacrifices current quality of life and, more importantly, the memories and experiences that truly make life rich.brbr Just like your favorite board game, money has its own rules. However, money rules cover long stretches of your life, ...

Welcome to "The Veronica Edwards Show". On this podcast, we navigate general financial topics useful for your personal and business growth through unapologetic, honest, fun conversations with local for-profit and non-profit business owners and community leaders. Be sure to subscribe to this podcast so you never miss a single fun and informative conversation.

Complex money topics made simple in 9 minutes or less.

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.TaxSavingsPodcast.com

Running your own business is one of the most rewarding things you can do. But when it comes to taxes, most entrepreneurs are flying blind. The result? Overpaying the IRS by thousands of dollars every single year. It doesn’t have to be that way. In Tax Strategies for a Small Business Owner: The Ultimate Guide to Keeping More Profits for Entrepreneurs, Leslie Dean, CPA, breaks down the complex world of small business taxes into clear, easy-to-follow strategies you can actually use.

T Time with Teresa is a fresh, no-fluff podcast where small business owners and accountants get real, practical advice they can actually use. Hosted by CPA Teresa Plaugher, each episode blends smart strategy with a friendly, straight-talking vibe — like chatting with a knowledgeable friend who gets the chaos of entrepreneurship, tax season, and everything in between.From tax hacks and cash-flow confidence to future-proofing your practice in an AI-powered world, Teresa breaks down complex topics into simple steps that help you grow, thrive, and stay ahead of the curve. Whether you're building...

This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.

The Wealth Development Studio invites you to get confident about your financial situation.Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtful approach to topics that shape your financial wellness, from preparing for retirement and managing wealth to navigating life transitions like divorce, business growth, or legacy planning.Each episode blends technical expertise with real-life ...

In each episode, we take people through what we call a ‘discovery call’ during which we learn about their business, its opportunities, potential areas of development, and strategies to move forward, including those they may have missed. Using this discovery call format in each episode, I speak with folks I’ve met over the years whom I’ve learned from, to revisit these journeys. We won’t hold anything back and will reveal crucial strategies, insights, and potholes to avoid—all vital for the success of any business, regardless of its size.

Why are women 51% of the population but hold just 30% of the worldwide wealth? The answer isn't a latte—it's the system. Join your host, Janine, on The Pink Tax Podcast as we go beyond the surface and tackle the real financial challenges women face. We're determined to help you build wealth and, in the process, dismantle a system designed to keep women broke.

The purpose of Building Your Wealth Bridge is to help you take that next step as an investor. It aims to cover a wider range of important financial topics while providing you with more in-depth information on the techniques, technology, and professionals you can leverage to tackle these topics on your own. Because this is a complex and lifelong voyage, this book also highlights the value an effective financial advisor can provide to investors and what you should expect from an effective advisor during your Wealth Bridge journey.

Programa de entrevistas do Jornal CPA, criado por alunos de Barra do Ribeiro, no Colégio Estadual Dr. Carlos Pinto de Albuquerque, na região da 12ª CRE

Welcome to The Life Budget Show! "Wealth is about more than money. It’s about aligning every aspect of your life with the truth of God’s word and the principles of the Kingdom of God." Raquel Mack, CPA On “The Life Budget Podcast”, you’ll learn: ✅ How to take an honest assessment of your wealth, health, and relationships ✅ Measure your current human experience with God’s original design for humanity ✅ Measure how past and present cultural and societal norms differ from God’s word ✅ Expose the enemy’s tactics of deception and systemic oppression ✅ Learn ...

Many feel uncertain about how to plan for a fulfilling and financially secure retirement—but with the right guidance, it becomes much simpler. Whether you're just starting or feel behind, Retirement Financial Planning is your practical, no-fluff guide to building wealth, managing lifestyle changes, and ensuring your money lasts throughout your golden years.