Showing results by author "CPA" in All Categories

Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with energy tax incentives, this podcast provides the technical details and strategic considerations you need to ...

She Counts brings together respected educators Nancy McClelland, CPA, and Questian Telka, EA, for candid conversations about what it’s really like to be a woman in accounting. Whether you’re in corporate, at a firm, or running your own show, this podcast offers a space to feel seen, heard, and understood. From taboo topics to everyday challenges, She Counts is more than a podcast—it’s a community where women in accounting, tax, and bookkeeping can come together and get real.

Bringing calm to financial chaos—so you can take back control. Hosted by Angie Grainger, CPA/PFS, CFP®, this podcast is your calm corner in a noisy financial world. With over 25 years of experience as a financial planner and advisor, Angie breaks down complex topics—from retirement accounts to tax strategies—into clear, actionable steps. Each episode follows a simple framework: What it is. How it works. What you can do about it. If you’ve ever felt overwhelmed by the news, unsure what financial advice to trust, or just want to understand your money better—this show is for you.

Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.

Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.

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 discover why success truly begins with knowing what counts!Whether you’re looking to streamline your ...

Hi, I’m Stephen Lee — Certified Public Accountant (CPA) and Certified Private Wealth Advisor® (CPWA®). On this channel, I share proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth. Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience. Subscribe for smart, actionable advice. The information provided on this channel is for general information and entertainment purposes...

I’ve always been fascinated by the story of how the early Christian Church transformed the world. It’s a story that begins with a single visionary—Jesus of Nazareth—and a modest management team of twelve apostles. They had no wealth, no armies, no political connections, and no infrastructure. They operated in a Roman Empire that was the epitome of power, wealth, and cultural dominance. Yet, within just a few centuries, the Church overtook and surpassed the Roman Empire, not only in influence but in reshaping its culture and values. This wasn’t just a matter of religious belief. It ...

Alberta Chartered Professional Accountants (CPAs) are remarkable. They’re experts and entrepreneurs; innovators and change makers; early adopters and trailblazers. And they each have a story to tell. Listen to the Uncommon Sense podcast to hear Alberta CPAs share their stories and insights on leadership, business, education, finance, technology, and so much more. Uncommon Sense is produced by the Alberta CPA Education Foundation’s Hesje CPA Knowledge Centre.

Managing your money is not an easy job, and it’s made even more complicated by the specific terminology used in personal finance. Reading through a loan agreement, credit card terms and conditions, or a stock market report can leave even the most financially responsible people wondering what exactly does this mean? Now, Personal Finance in Plain English has the answers. You’ll find straightforward explanations of 350 personal finance terms ranging from banking and taxes to credit cards, student loans, and mortgages, to stock, cryptocurrency, retirement planning, and more.

Ever wonder why understanding your business finances has to be so difficult and why your CPA can’t explain things so you can actually understand them? If you’ve found yourself wishing you could find a place to FINALLY learn how to set up your business, get your finances under control and grasp the overcomplicated tax code, then look no further. I’m a CPA and have worked with thousands of small business owners. I’m going to walk you through setting up your business, getting control of your finances, and savings taxes, one short but informative episode at a time. Whether you’re just ...

Vision Claimed podcast is created to help individuals unlock their true potential. This podcast is for professionals and entrepreneurs who are ready to break through obstacles, reclaim their vision, and take bold steps toward success. Through insightful conversations, expert strategies, and real-world stories, we dive into what it takes to move past plateaus, navigate challenges, and create a path that aligns with your goals. If you're ready to claim your vision and turn it into reality, you’re in the right place.

From how to save for the day when you stop—or scale back—working to smart investment strategies to the best states to retire in to how to calculate your benefits, Retirement 101, 2nd Editions helps you create a retirement plan to accomplish your goals whatever they are.

Full Send CFO delivers fast, no-fluff financial tips and insights for small business owners, founders, and key decision-makers, helping you make smarter money moves at every stage—from incorporation to scaling past $10M+ in revenue.Each episode cuts through the noise to tackle real-world financial and business challenges, from cash flow crunches to pricing strategies and profitability, all in a quick, digestible format designed for busy leaders.While not every topic is strictly CFO-level, every insight supports the Office of the CFO, equipping you with the concepts, strategies, and tools to ...

Welcome to Over the Moon About Money, the podcast designed for creative entrepreneurs. This show delivers bite-sized, snackable episodes packed with actionable insights to help you: Identify and repair your relationship with money. Shift limiting money beliefs and improve your money mindset. Stay on top of your finances with practical tips and simple strategies. Gain clarity on your numbers to become a better business owner. Learn money lingo like a pro and become a fearless entrepreneur. No fluff, no overwhelm—just quick, digestible money facts and guidance to help you level up.

Welcome to "Simply Stated Finances," the podcast where I break down the world of small business startups, income taxes, and financial literacy in the most fun and easy-to-understand way possible. I'm your host, Terri Johnson, the friendly CPA who's all about making your financial journey stress-free and profitable. I get it - finances can be daunting, especially when you're running a small business. But fear not, because I'm here to simplify the complex, demystify the jargon, and inject a healthy dose of positivity into your financial education. In each episode, I'll tackle a different aspect ...

There’s so much potential in you—here’s how to build a solid financial future while you’re young. Do you want to make money so you can buy the things you want, but you have no idea how to do it while studying? Do you want to grow your money so you can live your adult life with a sense of security? Maybe you’re worrying about the day you will need to start living on your own and taking care of your finances… and you have no idea where to begin. Don’t let these worries blur your vision of reaching your financial goals. Navigating the world of personal finance doesn’t have to be complicated.

Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics.

Tax Preparation, Accounting & Business Advisory Services

🎙 Vino el Viernes es el podcast donde combinamos conversaciones de negocios, finanzas y temas sociales con el arte de disfrutar un buen vino. Dirigido y presentado por la CPA Johmary Meléndez, cada episodio trae invitados expertos en contribuciones, gestión empresarial y temas laborales, además de sommeliers que nos guían por la historia y secretos del vino. 🍷Ideal para emprendedores, dueños de negocios y amantes del vino que buscan aprender, inspirarse y relajarse cada viernes.📺 Mira también nuestros video-podcasts en YouTube: Vino el Viernes: CPA.