This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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CPAs Podcasts
Federal Tax Update Podcast Series
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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A Wealth Podcast For Doctors
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Tune in to Construct-ive Conversations, hosted by Brown Edwards CPAs. Gain valuable insights on various trends impacting the construction industry in addition to accounting, tax planning, and financial management to help your business thrive in today's complex landscape.
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Beyond Bitewings focuses on helping dentists with the business side of dentistry. Our podcast episodes are a mix of outside experts, and discussions within our own team of CPA's, financial planning, and business experts. This is the podcast for those looking to strengthen your dental practice, run a practice more smoothly, and increase your take-home pay.
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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 ...
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How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.
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Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
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The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November ...
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The Tennessee Society of CPAs presents TSCPA Talks, featuring CPA smarts & CPA stories from our members and leaders in the field.
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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Valuation Podcast.com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a Business Valuation Expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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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/
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Award-winning Colorado divorce attorneys, Ryan Kalamaya and Amy Goscha, provide an approachable, insider view to divorce, parenting, relationships, and breakups. Episodes will include conversations with experts such as custody evaluators, CPAs, mediators, and family law judges. Listeners can expect to receive tips, tactics, and a frank conversation about some of life's toughest topics. Many people think that divorce is like climbing a mountain. Ryan and Amy have guided countless clients to t ...
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Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
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Are you a financial professional struggling with your marketing? Do you want to find ways to simplify your marketing? Ready to learn how to integrate marketing into your everyday life? In this podcast, I’m keeping it real about the ups and downs of this entrepreneurial rollercoaster while giving you marketing strategies, ways to humanize your brand content through storytelling, and work-life integration tips that will help you on your entrepreneurial journey. I’m Bianca Smith, the founder of ...
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Slash Tax is your go-to podcast for legal tax strategies, powerful incentives, and tax-advantaged investments. Hosted by Heidi Henderson, this show is designed for high-income earners, business owners, real estate investors, and CPAs who want to cut tax bills, keep more cash, and build lasting wealth. Each episode brings expert insights, actionable strategies, and real-world examples—helping you take control of your financial future.
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The Accounting For You podcast provides relevant tax and accounting information to help you and your business succeed. Visit us online: http://www.arcpas.com
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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.
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
Tiffany Phillips, CPA & Small Business Tax Strategist
You’re Overpaying the IRS—By $50K, $75K, Maybe Even $100K+… Every. Single. Year. This podcast will show you how to stop. If you’re a powerhouse woman entrepreneur or part of a husband-wife business duo, you’ve probably been told: ”That’s just what you owe.” That’s a lie. And it’s costing you a fortune. I’m Tiffany Phillips—CPA, tax strategist, and the go-to partner for entrepreneurs who are done playing small with their money. I’ve helped clients save hundreds of thousands using my 85-point ...
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Figuratively Speaking is bringing you the latest tax insights to better empower CPA’s, tax attorneys and business owners.
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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This series will focus on key skills and strategies available to our audience at their convenience to ensure strong client interactions during Great Season.
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
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Brought to you by Edwards Ingram CPAs & Advisors, Jesus Does My Taxes is a Faith-Based Podcast for small business owners who want to reduce their taxes and accumulate wealth.
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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
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Are you tired of financial advice that’s outdated, overly complicated, or just flat-out wrong? If you're a business owner or high-income earner trying to scale ethically, pay yourself well, and actually keep more of what you make, then you already know the traditional accounting world isn’t built with you in mind. That’s where Unfiltered Profit comes in. Hosted by CPAs, military spouses, and founders of Prospera Strategy — Caitlynn Eldridge and Seanna Asper — this podcast is here to pull bac ...
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Connecting Cannabis is a B2B-content podcast tailored for business professionals in the cannabis industry. The series provides content for both cannabis retailers and brands hosting the prominent individuals in the space. Owners of distribution services to cannabis CPAs, Connecting Cannabis aims to provide value to all of our listeners.
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Continuous innovation is a key factor in successful businesses. Companies that thrive are ones that can reinvent themselves. In this show, Kimberly Ellison-Taylor, the 104th Chair of the American Institute of CPAs, and Tansy Brook, the Senior Director of ERP Innovation at Oracle, speak with forward-looking business leaders on how you can adapt, lead change, and promote a culture of innovation in your organization.
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The National Land Podcast is for outdoor enthusiasts, ranchers, farmers, hunters, land owners, investors, and those looking to buy or sell land.
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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 ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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64 - Mastering Outsourcing: The CPA Firm Roadmap to Offshore Success
10:05
10:05
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10:05Struggling to make outsourcing work for your CPA firm? In this episode, host Laurence Whittam introduces the Mastering Outsourcing course—built from years of experience helping firms overcome offshoring challenges. Whether you’re exploring outsourcing or trying to improve your current strategy, this episode gives you the roadmap you’ve been missing…
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There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want.
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Scaling Accounting & CAS Beyond $5M with Dave Olsen
32:23
32:23
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32:23In this episode of Growing Your Firm, host David Cristello welcomes Dave Olsen, founder of an accounting firm and Nimbl Staffing. Dave shares his unique journey in the accounting industry, discussing the success of his staffing service and his exciting new venture into IT services for accounting firms. The conversation delves into the strategies be…
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How Agricultural CPAs Uncover Hidden Value in Your Operation
53:04
53:04
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53:04In this episode, Mac Christian sits down with Erik Gillam, CPA and Agriculture Practice Leader at Aldrich Advisors, to unpack the complex (and often overlooked) financial and accounting challenges facing modern agricultural operations. Whether you're running a family farm, overseeing a multi-million-dollar ag enterprise, or advising landowners on s…
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Maximize Your Dental Practice Value With Effective Trust Strategies
31:22
31:22
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31:22Ash welcomes Antoinette Bone, an estate planning attorney and founder of the Law Office of Antoinette Bone, PLLC. Antoinette shares her experience from a background in the Air Force JAG Corps to working with business owners and dentists on estate and trust planning. She breaks down the importance of having a comprehensive plan for dental practice o…
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#112 - 7 Time Management Strategies For Improved Productivity
21:59
21:59
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21:59Have you ever looked up at the end of the day and thought, “Where did all the time go?” You were busy—maybe nonstop—but somehow it still feels like you didn’t get enough done. The to-do list is still long, the inbox is still full, and you’re still feeling behind. So what gives? If you’ve been trying to do all the right things—wake up early, block y…
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The Real Reason Profit First Fails (And When It Actually Works)
19:25
19:25
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19:25Is Profit First really helping your business—or just making you feel in control while you're still bleeding cash? Many business owners believe that opening multiple bank accounts and following strict percentages will automatically lead to profitability. But here's the truth: Profit First is a system—not a strategy. And if you’re applying it without…
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The #1 Reason Your Bank Account Is Still Empty (Even with More Clients)
16:22
16:22
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16:22Are you working harder, selling more, and still wondering where the heck your money is? If you think growing revenue will automatically grow your profit, think again. This is one of the most dangerous myths in small business—and it’s draining your time, your energy, and your bank account. Most entrepreneurs are scaling broken systems with bloated o…
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Why Your Accountant Is Leaving You in the Dark (and What to Do Instead)
11:29
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11:29Ever wonder why your business is "profitable" on paper—but your bank account tells a different story? If your accountant only shows up once a year to file your taxes and smile reassuringly, you're not just missing out on strategic financial insight—you’re flying blind. Too many business owners assume that hiring a CPA means their finances are cover…
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Why That ‘Smart’ Business Purchase Is Costing You Thousands
13:05
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13:05Think that write-off is saving you money? Or is it secretly draining your cash? Too many business owners treat tax deductions like free money—spending thousands just to lower their tax bill, thinking it’s a smart financial move. But here's the truth: you’re still spending real cash, and in most cases, you're saving way less than you think. In this …
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Why Your Bookkeeping Might Be Useless (And What to Do About It)
14:22
14:22
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14:22Is your bookkeeping helping you grow—or just helping you survive tax season? Most business owners think if their books are categorized and their CPA can file their taxes, they’re “good.” But in reality? That’s the bare minimum. The truth is, if your bookkeeping isn’t giving you strategic insight, timely cashflow visibility, and clear reports—you’re…
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The Role Financial Planning Plays in a Successful Exit
28:05
28:05
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28:05In this episode of Poised for Exit, we sat down with John Schwalbach, partner and financial advisor at Freedom Financial Partners, to talk about how financial planning plays a critical role in the success of any business exit. John brings a unique perspective as both a financial expert and entrepreneur. He shared stories from his work with business…
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253 \\ Debt Just Got Way Cheaper: New Interest Rules Every Business Owner Must Know (New Tax Laws Decoded Part 5)
15:08
15:08
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15:08Good news: the tax code just made business debt far more valuable. In this episode, we explain how the permanent return to EBITDA rules can give you thousands back in interest deductions—and unlock smarter growth strategies. You'll learn how to combine bonus depreciation, Section 179, and the new interest deduction rules to scale your business fast…
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52. Mindset: Simplify Your Marketing with One Thoughtful Post
3:36
3:36
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3:36Marketing doesn’t have to take over your calendar or your sanity. In this episode, I’m breaking down how you can keep your marketing simple, sustainable, and actually doable in just 10 minutes a week. No complex funnels. No 27-step plans. Just real, consistent visibility that fits into your life as a financial pro. Here’s what I cover: Why you don’…
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How to Turn Happy Clients into a Constant Stream of Ideal Leads—No Ads, No AI Required Body
26:10
26:10
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26:10This episode of The Growth Minded Accountant hosted by Lee Reams II, focuses on building a "Referral Growth Engine That Runs Itself." It emphasizes that referrals are the most profitable lead source and can be generated through a repeatable process using existing tools like an inbox and calendar, without needing ads or AI. The podcast outlines a 4-…
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#588 Tax Strategy Q&A: Mega Backdoor Roth, RV Write-Offs, and LLC Mistakes
41:22
41:22
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41:22Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country. In this episode, they cover advanced strategies and insider tips for: The Mega Backdoor Roth: How it works and who can use it Maximizing vehicle deduct…
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The OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill Act
39:30
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39:30This isn’t your average tax update. In this MAXCast™, we fed the full text of our analysis of the newly signed One Big Beautiful Bill Act (OBBBA) into MAX — our AI-powered assistant — to extract, summarize, and analyze the biggest tax reform in years. What did MAX find? Refundable credits. Big retirement shifts. Small biz perks. And more than a few…
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314: A&A Update with Matt Charne – 7/22/25
13:14
13:14
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13:14Are you ready to step up your fraud detection game? Following three years of research, the AICPA’s Auditing Standards Board has proposed updates to the Statement on Auditing Standards regarding auditors’ responsibilities related to fraud. Get an overview of the proposal. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa…
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One Big Beautiful Bill Passes: Everything You Need to Know
1:02:57
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1:02:57Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill. He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challe…
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Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management.”
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252 \\ Unlock $200K in Missed Tax Deductions Using R&D Credits (New Tax Laws Decoded Part 4)
20:55
20:55
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20:55Did you know your past innovation work could still earn you huge tax savings? In this episode, we unpack how the updated R&D tax rules can help you unlock up to $200,000 in retroactive deductions—even if your business isn't in tech. Learn what qualifies, how to reclaim missed credits from 2022–2024, and how smart entrepreneurs are using this to fun…
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Smarter in 5 Minutes: The Real Reason You Keep Moving Tasks Forward
4:22
4:22
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4:22Note: If you’re enjoying The Smarter Accountant Podcast, you’re going to love the new weekly Smarter in 5 Minutes episodes. In this week’s short episode, I’m talking about something every accountant deals with—tasks that never seem to get done. If you keep moving things from one day to the next, it’s probably not the task itself that’s the problem—…
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#354 From 20 Min Meditation to Major Moves - Nikki Bushaw on Building a Life-Aligned Firm
33:41
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33:41In this episode of our "What I’ve Learned" series, Nicole Kehl sits down with CPA and entrepreneur Nikki Bushaw to explore the twists and turns of her journey from regional firm accountant to founder of her own successful practice, Absolute Accountant. Nikki shares the mindset shifts that fueled her leap into entrepreneurship, the challenges of man…
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2025-07-21 Dealing with Uncashed Retirement Plan Checks
1:48:00
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1:48:00This week we look at: Conservation Easement Deductions: A Critical Review of Rock Cliff Reserve, LLC Portability Election Pitfalls: A Deep Dive into Estate of Rowland and DSUE Requirements Understanding Equitable Tolling in Tax Court: Insights from Boechler, P.C. v. Commissioner A Critical Review of Veribest Vesta, LLC v. Commissioner of Internal R…
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251 \\ How Smart Entrepreneurs Are Using Section 179 to Beat Their Competitors in 2025 (New Tax Laws Decoded: Part 3)
16:28
16:28
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16:28In this episode, we break down a powerful 2025 tax law that could save your business a ton of money. Thanks to changes in Section 179, you can now write off up to $2.5 million in equipment this year. That’s real tax savings—plus a big edge over your competition. You’ll learn what Section 179 is, what counts, and how to use it with bonus depreciatio…
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AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making
1:05:53
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1:05:53AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making Hi, welcome to ValuationPodcast.com, a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Today, I’m talking to Christine Nicholson, a multi-award-winn…
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#111 - What Your Calendar Tells Me About You
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20:29When’s the last time you really looked at your calendar—not just to check what’s next, but to read between the lines? Is it packed from morning to night? Is it filled with meetings and tasks for everyone else? Or is it mostly blank… and somehow still stressful? Here’s something you may not have thought about: Your calendar isn’t just a tool—it’s a …
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In this week’s episode of Poised for Exit, we sit down with Jacob Petersen, a board-certified M&A intermediary who breaks down what really makes a business attractive to buyers. Jacob shares his journey from accounting to business brokerage and explains how he helps privately held business owners understand and increase the value of their companies…
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🎙 Episode: How to Rank in AI Search – Become the Expert That Generative Engines Reference
43:21
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43:21The SEO game has changed—and most tax and accounting firms haven’t caught up. In the age of ChatGPT, Perplexity, and Google’s AI-powered results, only a few sources get cited. The rest? Ignored. In this episode, Lee and Rebekah reveal how to become the firm that AI search engines trust and reference. 🔎 You’ll learn: Why AI search isn’t about keywor…
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250 \\ The Overlooked Tax Deduction That’s Saving Small Businesses Thousands (New Tax Laws Decoded: Part 2)
15:43
15:43
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15:43There’s a powerful tax deduction most business owners miss—and it just got even better in 2025. In this episode, I walk you through how to use this new rule to unlock big tax savings and protect your business cash flow. You’ll learn how this deduction fits into your 2025 tax planning, why most accountants ignore it, and how to apply it before year-…
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681: Dave Olsen is a CEO & Mountain Biker [podcast]
28:59
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28:59Dave Olsen, founder and CEO of Nimbl, shares how his passion for mountain biking has played a transformative role in his happiness, resilience, and approach to work. Dave began biking as a practical means of commuting during his time at BYU, but it quickly developed into a favorite release and source of therapy, helping him ground himself and train…
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51. Mindset: Marketing Doesn’t Have to Be Loud
3:26
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3:26Marketing can feel like it’s built for extroverts: bold colors, bold claims, big personalities. But if you’re a quiet thinker (especially if you’re a financial pro), this episode is for you. You don’t have to shout to stand out. Seriously. In this episode, I break down: Why “quiet marketing” works for financial pros What your ideal clients are actu…
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Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise
23:22
23:22
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23:22Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confiden…
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#587 Trump Signs The Big Beautiful Bill: What This Means for Tax Planning
32:08
32:08
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32:08President Trump just signed the Big Beautiful Bill into law — and it’s packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big. Here’s what you’ll learn: Ho…
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A CCIFP’s Guide to Avoiding the Top 10 Pitfalls in Construction Accounting: Pitfall #7: Culture and Loyalty
20:47
20:47
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20:47Tune in to Construct-ive Conversation's 10-part mini-series, where we’re discussing how you can avoid the top ten pitfalls in construction accounting. In each episode, we dive into a pitfall and discuss ways a CCIFP can help implement solutions. Explore how cultivating a positive company culture transforms construction businesses from the inside ou…
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313: Understanding New Jersey’s Record-High Budget
30:46
30:46
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30:46Get a rundown on what’s included — and not included — in New Jersey’s $58.8 billion budget for fiscal year 2026. Topics discussed: Overall thoughts on the budget from the business community’s perspective Tax increases Assistance to businesses Property tax relief Maintaining a budget surplus Impact of the One Big Beautiful Bill Act on New Jersey Res…
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Your Client Data Is Under Attack: An IRS Agent's Warning
59:25
59:25
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59:25Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hac…
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2025-07-14 Passage of a Much Shorter Additional Tax Bill
1:40:58
1:40:58
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1:40:58This week we look at: Recent Developments: Interpreting the Johnson Amendment in Tax-Exempt Status Litigation An Examination of Contract Formation in Tax Court Settlement: Insights from Arden Row Assets, LLC Jurisdictional Imperatives in Tax Court: A Case Study on Timeliness and Last Known Address Expanding Horizons: Potential Changes to Disaster T…
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249 \\ How to Write Off $100K in Equipment—Legally (New Tax Laws Decoded: Part 1)
15:29
15:29
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15:29You can now write off up to $100,000 in equipment—no loopholes, no stress. In this episode, I break down how Section 179 and bonus depreciation work under the new 2025 tax rules. You’ll learn how to use this deduction for vehicles, tools, tech, and more—and how it fits into your small business tax strategy. This is real CPA advice that helps you sp…
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Smarter in 5 Minutes: One Sentence That Stops Overthinking
4:42
4:42
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4:42In this Smarter in 5 Minutes episode, I’m sharing one powerful sentence that can help you stop overthinking in its tracks. If your brain tends to replay conversations, second-guess decisions, or spiral before deadlines, this short episode is for you. Just one simple mindset shift—less stress, more focus.…
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#353 The Most Undervalued Skill in Accounting: Confidence
28:12
28:12
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28:12Confidence might not be the first skill that comes to mind in accounting, but it could be the most powerful one. In this episode, Nicole Kehl sits down with CPA MOMS founder Mayumi Young to explore the quiet epidemic of self-doubt among women in the profession. They unpack how imposter syndrome, lack of representation, and perfectionism often hold …
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No Suits, No Ties, No Lies: Financing Ag Land with Real-World Experience
43:44
43:44
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43:44In this episode of the National Land Podcast, host Mac Christian sits down with Richard Cook and Madison Durkin of Ag Lending Group, a Phoenix-based agricultural lending firm with deep roots in farming and finance. From surviving debt during the Carter-era interest rate hikes to advising distressed ranchers across the country, Richard shares the ha…
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248 \\ The 4 Business Numbers Every Millionaire Tracks—And You Should Too
14:25
14:25
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14:25What do wealthy entrepreneurs look at every month? In this episode, I reveal the four core numbers that drive business growth and smart tax planning. You’ll learn how to use these numbers to make sharper money decisions, build stronger small business finance habits, and plan with intention—not guesswork. If you're ready to get strategic with your n…
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How To Utilize AI Search Engine Optimization (GEO) As a Marketing Tool
34:44
34:44
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34:44Ash welcomes Jennifer Christensen, co-founder and CMO of Beacon Media and Marketing, to discuss the role of artificial intelligence in modern marketing for dental professionals. Jennifer shares her journey as an early adopter of AI, highlighting how new technologies have reshaped client search behaviors and what this rapid shift means for dental pr…
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#110 - How Smarter Accountants Turn Chaos Into Clarity
23:31
23:31
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23:31Have you ever started the day with a plan, only to end up wondering where the time went? Do you ever feel like you’re working nonstop but still falling behind? Are you tired of feeling like you’re busy all day but not making real progress? If so, you’re going to want to listen to this week’s episode of The Smarter Accountant Podcast. In this episod…
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312: Accounting’s Shrinking Talent Pool: How Are Firms Adapting?
24:15
24:15
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24:15In a recent Forbes article, Paul Peterson, CPA, CEO and managing partner of Wiss, wrote that if you were designing the accounting profession from scratch today, it wouldn’t look anything like the version most firms are still trying to maintain. Paul joins us for a discussion about how firms are adapting to the changes in career expectations, shifti…
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