When it comes to selecting a tax preparer, the stakes are high. The thought of potential mistakes or falling victim to fraud can be daunting. But fear not! Join Ray Davis as he hosts an exciting podcast series packed with insightful discussions. Tune in to hear real tax scam stories shared by tax professionals, get a sneak peek into the world of enforcement specialists who knock on doors, and so much more. Engage with us now and uncover the secrets of the tax world!Visit ctec.org for more in ...
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Helping you navigate through the jungle of taxation.
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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UltimateTax Service, Inc. is a leader in providing tax professionals with quality tax software and year-round assistance. Since 2006 we have secured relationships and contracts with vendors that we respect. All of our Account Managers and Support Personnel are located in Muscatine, Iowa.
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Welcome to The Bottom Line, hosted by Maya Weinreb, CEO of Solvency Now Bookkeeping, where she brings you practical advice, expert insights, and real-world strategies to empower small business owners in their financial journey. Maya has grown her bookkeeping firm from a single female entrepreneur to a massive network of professionals managing over 80 million dollars in client bookkeeping records. Maya's podcast is your go-to resource for everything related to small businesses, money manageme ...
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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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A bi-weekly podcast bringing you insights and advice from the accounting & tax industry's top experts and thought leaders. Learn more at IntuitAccountants.com/AccountTrends
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New podcast weblog about Taxes and Accounting
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Fresh, relevant, and fun, Faith & Finance Live is a daily radio program to help listeners manage their finances in a way that pleases God. Join Rob West for listener interaction, expert guests, and sound advice.
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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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EY Talks Tax is a podcast series that examines significant recent and upcoming tax developments and their implications for businesses. In the series, EY subject-matter professionals share insights on a wide range of topics, from federal to international and state and local tax issues. Views expressed in this podcast are those of the speakers and do not necessarily represent the views of Ernst & Young LLP. The series is provided solely for the purpose of enhancing knowledge on tax matters. It ...
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Taxes touch every aspect of society, including who rules, where factories are built, what people drink, what car they buy, when they have children, and when they die. Scott Dyreng (Duke) and Jeff Hoopes (UNC), two accounting professors, chat about taxes, including current events, with the energy of an over-caffeinated chihuahua. Listening is guaranteed to be far more entertaining than actually paying your taxes.
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Looking for that guy in finance? I talk about tax and finance and the AI-finance juxtaposition in the MENA region
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Northern Virginia Accounting & Bookkeeping Services is your dependable partner for financial success. We offer expert guidance and support for all your accounting and tax requirements.
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Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your f ...
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We help you maximise your Irish PAYE Tax Refund. Average Refund: €880. - Free Refund Estimation - Offices in Dublin & Kilkenny - Friendly Tax Specialists - 24-hour Online Chat Support
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Profitable Painter Podcast is a rich resource for anyone interested in starting, running, and scaling a professional painting business, offering valuable insights, strategies, and interviews with industry leaders. Through case studies and in-depth discussions, we deliver a vivid picture of the painting industry, with a disclaimer that any financial or tax information is general and not a substitute for professional advice.
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A podcast by Buildertrend that explores people, technology and innovation.
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Learn all the tips, tricks and more for wealth management, retirement planning and more!
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SAG Infotech Private Limited, we offer cutting-edge solutions and provide quality, cost-effective IT products and services. Our philosophy is driven by, be excellent in our pursuits and achieving mutually fulfilling goals that are perfectly expounded in our CA Software for tax industry
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The KSN Podcast examines various aspects of our industry including condominium, homeowner, and townhome association law along with landlord/tenant law, property tax appeals and more. In each episode, Kovitz Shifrin Nesbit attorneys share their experience and insight as they discuss legal updates, best practices, industry trends, and more.
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Welcome to the Millennial Gemz podcast with your host Akila McIntosh. Join me as I explore Finance, Business, Entrepreneurship. SUBSCRIBE & TAP IN ! IG: @officialakilla & @millennialgemz
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Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
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The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Real Estate Guys
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset protection planning, market and property ...
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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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SCORE Connect aims to help small businesses succeed by connecting community business leaders to share their experiences, resources, and inspiration with insightful interviews and SCORE Client spotlights. We'll look at the fundamentals needed to grow, the tips and tricks to scale, and the personal side of owning a business to help entrepreneurs have a fulfilling life.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Little Fish Accounting presents Build To Enough. The pursuit of endless growth and scaling can leave entrepreneurs feeling burned out and unfulfilled. This podcast explores how to build sustainable, purpose-driven businesses that align with your lifestyle and values, rather than defined by rapid expansion alone. On this show, we’ll reframe definitions of success, provide strategies for structuring companies around desired lifestyles, and share stories of entrepreneurs finding deeper fulfillm ...
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Financial coach & mortgage specialist David van Noppen & his wife Rebecca dig in to the heart issues around money. With practical tips & advice, they will challenge & encourage you to find hope & freedom in your finances, as well as in God's plans & purposes for your life.
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Business Without Bullshit brings candid, no-nonsense conversations about the world of business. Join us as we break the rules, challenge the status quo, and share unfiltered insights with entrepreneurs, leaders, and innovators. This is your space for bold ideas and likeminded conversations - minus the buzzwords. Tune in for refreshing perspectives and real talk every episode, every Wednesday at 7am.
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Building Boston & Beyond, created by Lydia Rivera, is an educational podcast providing Massachusetts residents with information and updates surrounding the economic growth within their community, improvements to their neighborhood, and the many resources available to enhance their quality of life. From discussions with public officials, businesses, organizations, and changemakers, Building Boston & Beyond aims to inform and empower residents to have a voice, support each other, and join the ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Discussion about current events, culture, independent candidates, business, education, travel, death and taxes, global mobility, citizenship and residence by investment options, Americans abroad, FATCA, CRS, U.S. citizenship renunciation, Green Card abandonment, citizenship taxation, PFIC, GILTI, foreign trusts, I-407 and more ...
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Faith & Finance is a daily radio ministry of FaithFi, hosted by Rob West, CEO of Kingdom Advisors. At FaithFi, we help you integrate your faith and financial decisions for the glory of God. Our vision is that every Christian would see God as their ultimate treasure. Join Rob and expert guests as they give biblical wisdom for your financial journey and provide practical answers to your pressing financial questions. From budgeting and debt management to investing and stewardship, Faith & Finan ...
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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Thanks for visiting and for joining the Safe and Secure Money System revolution! “Yes. Safe Money is what we all want. We all want to safely grow our money. We are all tired of worrying about our money – our financial future – whether we’ll have enough at retirement.” For 30 years Bernie and Tyler have invested TENS of millions of their client’s “can’t afford to lose” retirement plan money— and they have never lost a dime using their Safe and Secure Money System strategies. Retirees Wealth P ...
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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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End-of-Year Tax Preparation Tips for Small Businesses
26:05
26:05
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26:05In Episode 12 of The Bottom Line, host Maya Weinreb offers an engaging and informative discussion about navigating the complexities of taxes, bookkeeping, and financial preparation for the end of the year. This episode promises to arm listeners with valuable insights to alleviate the usual stress associated with financial deadlines. Maya delves int…
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This episode explains how to prepare for Tax Season For all bookkeeping needs, Visit my WEBSITE: https://www.millennialgemzbk.com/appointments to Schedule a Consultation SPOTIFY PODCAST https://open.spotify.com/show/34p99iZjjk7vW1N3yvn7mG?si=c69d7b13f5394912 APPLE PODCAST https://podcasts.apple.com/us/podcast/millennial-gemz/id1644360972 FOLLOW ME …
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Bonnie Espino | Junior Partner and Certified Tax Preparer of Canton Tax Group
13:28
13:28
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13:28Joining Building Boston & Beyond today is Bonnie Espino, junior partner and certified tax preparer with Canton Tax Group. Bonnie is a seasoned professional in her field and is here to share her expertise and knowledge on tax laws, tax deductions, and tax write-offs. Visit the Canton Tax Group at CantonTaxGroup.com or Call (781) 575-1040 Visit our w…
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It’s gone largely unnoticed, but there’s a nationwide shortage of CPAs and accounting professionals in general. So, waiting to line up your tax preparer could cause problems. On today's Faith & Finance Live, Rob West will explain ways you can avoid those problems and find a qualified tax preparer sooner than later. Then he’ll answer your calls on v…
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How to Choose a Trustworthy Tax Preparer This Tax Season
24:57
24:57
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24:57The holidays are behind us; you know what that means—it’s tax season! But before you start gathering your W-2s and receipts, there’s an important question: Do you know who will prepare your taxes this year? With a nationwide shortage of Certified Public Accountants (CPAs) and tax professionals, waiting too long to find a preparer could leave you sc…
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14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon
35:10
35:10
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35:10I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His firm also prepares more than 3…
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EY talks tax: Preparing your operating model for 2025’s expected trade shifts (January 22, 2025)
58:34
58:34
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58:34In this episode, panelists discuss the ins and outs of trade policy and its impact on companies' supply-chain and operating model effectiveness.By EY
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Plan, prepare, profit: Top tax tips every builder should know
42:11
42:11
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42:11The Building Code Ep. 253: On this episode of “The Building Code,” Charley and Courtney are chatting with Karine Woodman, founder and CEO and Michelle Vesel, process smplementation specialist, at 24hr Bookkeeper. Their team is committed to helping builders streamline financial processes, ensure compliance and improve overall profitability. Tune in …
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Massive Changes in the Tax Law & How to Prepare Now
27:46
27:46
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27:46Join Tom Wheelwright as he discovers how entrepreneurs can prepare for the massive changes in the tax law with Trump's second term. Tom Wheelwright is a CPA, CEO of WealthAbility and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. Tom is best known for ma…
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Understanding the Complexities of Covered Expatriates And The U.S. 2801 Covered Gift Tax Provisions
41:39
41:39
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41:39January 25, 2025 - Participants include: Virginia La Torre Jeker - @VLJeker John Richardson - @ExpatriationLaw Background: 1. Here is IRC S. 2810 2. Here are the 2801 Regulations effective January 1, 2025 AI Decription: "In this insightful episode, John Richardson hosts U.S. tax lawyer Virginia La Torre Jeker to unravel the complexities of U.S. tax…
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Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman
1:24:11
1:24:11
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1:24:11Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel is how his firm offers “in-house” tax return preparation as part of its one-stop-shop service, while outsourcing the actual preparation work to…
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"My wife and I want to move from Chicago to Colorado. Are there certain things to look out for when moving away from family to a new area? We would line up jobs before moving and have plenty of savings" -Thomas S We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach you…
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Navigating Tariffs and Economic Uncertainty with Bob Doll
24:57
24:57
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24:57"And my God will supply every need of yours according to His riches in glory in Christ Jesus." — Philippians 4:19 This verse is a powerful reminder that God is our ultimate provider, no matter the economic uncertainties we face. Recently, we have seen that many have been concerned about trade tariffs and their potential impact on the economy. Today…
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Diversity, Equity and Inclusion doesn’t f*ck up your culture. It makes it.
52:32
52:32
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52:32EP 369 - You should hire people who are different from, and smarter than, you to help shape and build your culture. That’s how you grow successfully and meaningfully. That’s the great advice from Janet Coyle (Janet Coyle CBE no less) the MD of Grow London. Janet has spent a career as a diplomat AND working in and around Silicon Valley firms and cul…
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Millions of people don’t have a plan to guide their use of money. And even those who start to put together some kind of plan, many end up allowing themselves to get pulled off course. On today's Faith & Finance Live, Rob West will welcome Matt Bell to explain how planning and execution are key elements for long-term financial success. Then Rob will…
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Navigating Farmland Values, Income Trends, and Estate Planning: A Conversation with Howard Halderman | Repair The Roof Podcast
39:55
39:55
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39:55In this conversation, Howard Halderman from Halderman Companies discusses the current state of farm management, focusing on trends in farm income, land values, and the impact of renewable energy initiatives. He highlights the challenges faced by farmers due to declining commodity prices and the importance of estate planning in light of potential ch…
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Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra
1:29:59
1:29:59
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1:29:59Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What's unique about Sebastian is how his firm has implemented a quality control system where a team member follows up with clients right after their advis…
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The Key to Long-Term Financial Success with Matt Bell
24:57
24:57
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24:57"Prepare your work outside; get everything ready for yourself in the field, and after that build your house." - Proverbs 24:27 That verse underscores the need for planning and execution, key elements for long-term financial success. Matt Bell joins us today to discuss how to put planning and execution to work for you. Matt Bell is the Managing Edit…
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Finding Joy and Peace in Financial Uncertainty
43:00
43:00
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43:00Financial challenges can make joy feel out of reach, but as Christians, we’re called to face difficulties with a heart at peace. On today's Faith & Finance Live, Rob West will talk about how we can embrace joy, even in when we’re experiencing financial uncertainty. Then, he’ll answer your questions on various financial topics. Faith & Finance Live …
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Advising the President's Advisor: Elena Patel on working at the CEA
35:25
35:25
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35:25Send us a text Jeff and Scott talk about Elena Patel , an economics professor at the University of Utah, about her time working at the Council of Economic Advisors. Elena worked as a tax economist advising the chair of the CEA, who is an economic advisor to the President. Elena talks about how one gets this job, what one does in the job, what the C…
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In this episode of The Roth Guy, Jude breaks down five crucial Roth conversion mistakes that could derail your retirement strategy. For example, many investors rush into conversions without considering the tax implications, often converting too much in a single year and inadvertently pushing themselves into a higher tax bracket. Jude explains how t…
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Debt CRISIS Could Ruin This Teacher's Financial Future | Making a Millionaire
52:27
52:27
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52:27Eric is at a crossroads. He wants to build wealth, but BIG debt is holding him back. Can we right the ship before he sinks? Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Conne…
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EY talks tax: Tax in a time of transition (February7, 2025)
54:48
54:48
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54:48In this episode, panelists discuss the US economy and tax policy, what's happening at the IRS and breaking developments.By EY
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Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)
17:42
17:42
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17:42The episode sheds light on the importance of personalized retirement planning, especially for those with guaranteed income sources like pensions. Listeners learn how risk tolerance, investment allocations, and tax strategies should align with their unique financial situations for optimal retirement success. • Emphasizing the role of guaranteed inco…
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1
Finding Joy and Peace in Financial Uncertainty
24:57
24:57
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24:57If you’re worried about your financial future, struggling to figure out how to pay for college, or feeling the pinch at the grocery store, you’re not alone. Financial challenges can make joy seem out of reach, but as Christians, we are called to face difficulties with a heart at peace. When financial worries—or struggles of any kind—overwhelm us, G…
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Unlocking the Secret to Better Communication in Marriage
42:56
42:56
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42:56Love and respect are often conveyed in the words that spouses choose to communicate. And those words can have a big impact on the marriage relationship. On today's Faith & Finance Live, Rob West will talk with Kathleen Edelman about choosing the right words when communicating with your spouse. Then Rob will answer your calls on various financial to…
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Transition and change is an expected part of life and yet the financial change that occurs during change is often left out of the conversation. Rev. Ray Borg joins Dave and Reb on episode #416 of “Let’s Talk Money with Dave and Reb” to share his experience with transition and explore the reasons why financial change is often not planned for or disc…
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Transform Leads into Loyal Customers: Expert Facebook Ad Strategies for Painting Businesses
35:05
35:05
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35:05Unlock the secrets of turning potential leads into loyal customers as we sit down with Caleb Plitos, founder of Taurify, a marketing agency specializing in the painting industry. Caleb's journey from accounting to marketing is a testament to the power of following one's passion for content creation and storytelling. Discover how his pioneering work…
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EY talks tax: Tariffs are here: what companies need to do now (February 5, 2025)
56:03
56:03
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56:03In this episode, panelists provide an update on what’s happening in trade and tariffs, and steps companies should consider taking now.By EY
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How Do Social Security Survivor Benefits Work? A Clear Breakdown | The Limitless Retirement Podcast
15:49
15:49
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15:49This conversation delves into the complexities of survivor benefits in social security, particularly focusing on what happens when a spouse passes away before claiming their own benefits. It covers eligibility criteria, various scenarios based on claiming timing, and the importance of strategic planning to maximize financial security for surviving …
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SCORE Connect | Mignon Francois on Staying Authentic in Business
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21:05On this episode of SCORE Connect, host Anna-Vija McCloud is joined by Mignon Francois, Owner of The Cupcake Collection to discuss staying authentic in business. For more information, visit thecupcakecollection.com or mignonfrancois.com
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ICE Raids, Immigration Enforcement, & Rental Properties: What Illinois Landlords Need to Know
1:05:50
1:05:50
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1:05:50KSN landlord/tenant attorney Jessica Ryan discusses immigration enforcement and the impact to Illinois landlords and rental property managers. Topics include warrants, property owner rights, interacting with Immigration and Customs Enforcement (ICE) and Department of Homeland Security (DHS) agents. (66 mins.)…
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What FIRE Can Teach You No Matter When You Retire
40:36
40:36
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40:36The FIRE movement is popular in the Personal Finance space. It has a lot of values and goals that people resonate with. However, not everyone wants to retire early. So while FIRE may not be for everyone, the lessons that this movement can teach you about personal finance are incredibly valuable, no matter when you end up retiring. Jump start your j…
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Unlocking the Secret to Better Communication in Marriage with Kathleen Edelman
24:57
24:57
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24:57“Let each one of you love his wife as himself, and let the wife see that she respects her husband.” - Ephesians 5:33 Love and respect are often conveyed in the words that spouses choose to communicate. Those words can have a big impact on the marriage relationship. Kathleen Edelman joins us to discuss choosing the right words for your spouse. Kathl…
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1
How to Keep Your Bank Accounts Safe from Fraud
40:50
40:50
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40:50Nearly 30 percent of all bank customers experienced some form of fraudulent activity on their accounts in 2024. So, how can you prevent it from happening to you? On today's Faith & Finance Live, Aaron Caid will join Rob West to share six steps you can take to prevent fraud with your accounts. Then Rob will answer your calls on various financial top…
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Join Tom Wheelwright as he discusses how the massive tax law changes will impact you and your business in 2025 with guest and Senior Analyst, Garrett Watson. Garrett Watson is Director of Policy Analysis at the Tax Foundation, where he conducts research on federal and state tax policy. His work has been featured in the Washington Post, The Atlantic…
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How to Keep Your Bank Accounts Safe from Fraud with Aaron Caid
24:57
24:57
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24:57With financial fraud on the rise, protecting your personal and banking information has never been more important. A recent JD Power study found that nearly 29% of bank account holders experienced fraud in some form over a 12-month period. To help us navigate the best security practices, Aaron Caid shares expert advice on how to safeguard your accou…
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The phrase, spoken by Jesus—“So give back to Caesar what is Caesar’s, and to God what is God’s.”—stands as one of His most profound and thought-provoking statements. But is this verse talking about more than just paying our taxes? On today's Faith & Finance Live, Rob West will explore its historical context and the spiritual implications these word…
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SCORE Connect | Nathan Morgan on Where Content Builds Community
20:57
20:57
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20:57NASHVILLE, Tenn. (WTVF) — On this episode of SCORE Connect, host Anna-Vija McCloud is joined by Nathan Morgan, Founder & Chief Storyteller of Morgan Visual Productions, to discuss video for small businesses. For more information, visit morganvisualproductions.com
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073: Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus
30:46
30:46
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30:46Estate planning isn’t just about protecting your wealth and passing it on to your beneficiaries—it’s about ensuring a seamless transition for your loved ones while minimizing taxes and legal complications. With tax laws constantly evolving and real estate values climbing, many families could face significant estate tax liabilities. And yet, most pe…
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How to Avoid Financial "Heartbreak" During Tax Season
13:29
13:29
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13:29You know that feeling when you finally get your tax return back, and the number staring at you is way higher than you expected? That’s financial heartbreak. 💔 But it doesn’t have to be that way! In this episode, we’re talking about how to stay ready so you don't have to get ready. What You’ll Learn: 🔹 Why tax surprises happen (and how to dodge them…
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"How do I decide how much life insurance I need? My wife and I have no kids and both make $60k/year" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube f…
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