Showing results by author "CPA" in All Categories

Real Estate And Taxes: The Tax Guide You Didn't Know You Needed dives deep into the critical connection between real estate and income taxes. Whether you're a first-time homebuyer, an aspiring investor, or a seasoned property owner, this guide explains why understanding your taxes isn't just helpful—it’s essential. From outlining how proper tax filing can strengthen your financial profile to revealing how income taxes impact loan approvals, investment strategies, and financing options, this book empowers listeners to make smarter, more profitable decisions in real estate.

Roadmap 2 Wealth is the podcast for anyone looking to navigate the complex world of personal finance and build a solid foundation for their financial future. With over 18 years in the accounting and finance, Carlos McWhorter, CPA, empowers listeners with the knowledge and insights necessary to make informed investing and personal finance decisions.

Built by Margin is the podcast at the intersection of risk, numbers, and decision-making for founders, CEOs, and high performers. Hosted by CPA, fractional CFO, and author of the upcoming book Risk Worthy, Laurie Chen, CPA, MBA, the show explores how better decisions create better businesses, stronger leadership, and more meaningful long-term outcomes. From financial strategy and entrepreneurship to intelligent risk-taking and growth, each episode helps you think sharper and build with intention.

Welcome to No Se Habla Taxes—the podcast for creative agency owners who are done guessing about their numbers and ready to actually understand them.I'm Melissa Armstrong, CPA and fractional controller, and I will tell you the financial truth your accountant was too polite to say out loud. Every episode, we get into the real operational finance stuff: cash flow chaos, pricing mistakes, hiring decisions, and the messy money moments that nobody talks about but every founder lives through.If you're running a marketing or creative agency in the $500K to $5M range and your revenue looks great on ...

A practical podcast series that transforms audit professionals from checkbox practitioners into strategic advisors. Each episode tackles a specific audit challenge—from risk assessment mistakes to client management—providing actionable solutions through real-world examples and practical frameworks. Learn to deliver higher-quality audits in less time while avoiding the most common pitfalls that plague the profession.

Do you run a preschool that looks successful—but your bank account tells a different story? You’re not the only one. Many preschool and childcare center owners work hard every day, but still feel stressed about money. Hi, I’m Alexis Louis. I’m a mom, and accountant. I know how it feels to love your center but struggle to make a real profit. I started this podcast to help owners like you take control of your money, grow your income, and build a business that works for your life. On the Profitable Preschool Podcast, you’ll learn: ✔ How to manage cash flow ✔ Save money on taxes ✔ ...

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.

Welcome to the Green Industry Profits Podcast, brought to you by Cycle CPA! This show is dedicated to helping landscape, lawn care, hardscaping, tree service, irrigation, and other green industry professionals maximize profits and achieve sustainable growth. Join us as we talk with industry leaders to uncover best practices and share valuable lessons from their business journeys.

CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools and knowledge you need to succeed—all in just a few minutes.Perfect for busy accounting ...

The New York State Society of CPAs Trusted Professional Podcast is hosted by CEO Calvin Harris Jr. The Trusted Professional Podcast, like the similarly named newspaper, will be an important source of information about what's going on in the accounting profession and within the Society. Calvin Harris will interview prominent Society members and other influential CPAs, and episodes will be released every second Thursday of each month. You will hear from people like current Society president, Kevin O'Leary, past president Rumbi Bwerinofa-Petrozzello and many more. Tune in regularly from wherever ...

Learn the ins and outs of the social security system in this accessible, easy-to-navigate guide with refreshed, updated information in Social Security 101, 2nd Edition. Too often, writing about social security turns the noteworthy details of the benefits into boring details about regulations or...

Do the adults around you seem stressed about finances? It's a common issue, as revealed by a survey where over half of American adults admit their financial worries impact mental health. With adulthood on the horizon, this might be unsettling for most young individuals. But here's the silver lining—you can master money management much earlier than your parents did and enter adulthood with a superior understanding of money matters, gaining the skills to ensure you always stay afloat.

#CareerConvos™️ with Nikki is a top-rated career podcast hosted by Nikki Winston, CPA. Centered on lived-in career advice, Nikki speaks to accountants, CPA candidates, and finance professionals navigating the realities of Corporate America. With a focus on career development for Black professionals and accountants, each episode dives into workplace dynamics, personal branding, leadership, job search strategy, and includes special series covering CPA exam prep, job interview guidance, and 365 days of professional development.

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.

A comprehensive and easy-to-understand guide to the ins and outs of retirement planning—updated to include the latest information on new terminology, guideline updates, revised laws, and more making it the key resource for creating a retirement you can live on! How much do I need to retire?...

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.