أفضل بودكاسات Business Advisors (2025)

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Bonus Depreciation in 2025: Still Available? Plus, How It Compares to Cost Segregation 1:13:04

6h ago1:13:04

1:13:04

We have now hit 237 episodes of Tax Tuesday! Today, Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., discuss topics including depreciation strategies, with detailed explanations of how bonus depreciation differs from cost segregation analysis. The conversation also covers real estate professional status requirements, home offi…

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Ep 191 From Paralyzed to Fearless: How the NATO Approach Transforms your Travel Business Mindset 28:08

4d ago28:08

28:08

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Are you tired of feeling heartbroken when your travel business plans don't work out exactly as hoped? In this thought-provoking episode, I'm sharing how the NATO (Not Attached to the Out…

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The Art of Exit Planning: Aligning Business Goals with Market Realities 26:32

5d ago26:32

26:32

This episode features a special presentation by Doug and Valerie Vaughn. They revisit their well-received EPI chapter meeting presentation titled "Bridging the Gap" to discuss the importance of aligning business owner goals with market realities. You can access the video companion piece of this podcast by clicking this link Learn about the differen…

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Ep 190 Social Media Alternatives & Marketing Strategies for 2025 34:49

11d ago34:49

34:49

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Are you feeling overwhelmed by all the changes happening with social media platforms in 2025? Let's face it - things in the metaverse have gotten a little cuckoo bananas lately, and I'm …

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Call me when you have a serious buyer 25:31

12d ago25:31

25:31

Welcome to another episode of the Apex Business Advisors podcast. Today, we're covering our recent closings, including the story of a unique mailbox rental company acquisition. Our main topic is that misconception there are few "serious buyers." We finally discuss the strategies to bridge the gap between seller expectations and market realities, in…

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The #1 Real Estate Strategy for 2025 32:02

12d ago32:02

32:02

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Atticus LeBlanc, CEO of PadSplit. Toby and Atticus discuss the innovative approach PadSplit is taking to address homelessness and provide affordable housing. They dive into troubling statistics about homelessness in 2024 and how rising home prices and interest rates are i…

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How to Move a Rental Property to a Trust & S-Corp for Asset Protection 1:07:42

14d ago1:07:42

1:07:42

Welcome to Tax Tuesday. Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., tackle various tax-related questions. Topics include retroactively claiming real estate deductions and depreciation, handling health insurance premiums for an S-corp, understanding the rules around setting up a trading account under an S-corp, and how to …

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Ep 189 Emerging Travel Trends for 2025 (Based on Actual Consumer Data) 39:30

18d ago39:30

39:30

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Ready to dive into the hottest travel trends that are actually backed by data? In this episode, I'm nerding out over Tripadvisor's latest trend report, breaking down 14 emerging travel t…

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2024 Year in Review 29:37

19d ago29:37

29:37

It is our annual review. Tune in to hear market insights from Andy and Doug as they discuss the competitive nature of the industry, emphasizing the quick turnaround of business engagements at Apex in comparison to the general nine-month to a year market average. They also delve into the impact of past economic events like COVID-19 on business valua…

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The Real Estate Investing Strategy That is Taking Off 42:03

19d ago42:03

42:03

Today Clint Coons, Esq., sits down with Winston Templet, a seasoned real estate investor, developer, and contractor with over 20 years of experience. Based in Tennessee, Winston shares insights from his extensive career, including his early days as a reluctant real estate investor, where he began with trailer parks. They dive into the state of real…

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Ep 188 A Candid Conversation about Travel Entrepreneurship with Steph Lee (+ Your Guide to Host Week 2025) 42:09

25d ago42:09

42:09

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Join Host Agency Reviews founder Steph Lee and myself for some real talk about the ups, downs, and in-betweens of entrepreneurship in the travel industry. From candid stories about start…

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The Best of Apex Business Advisors Podcast: Navigating Seller Financing 18:49

26d ago18:49

18:49

Andy and Doug explore both the desirable and undesirable aspects of seller financing, providing valuable insights into how clean financial practices and market conditions can influence the success of sale transactions. The episode touches on recent economic conditions, including rising interest rates and shifts in bank lending standards, and how th…

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How to Reduce Capital Gains Taxes When Selling a Long-Held Rental Property 1:04:34

28d ago1:04:34

1:04:34

Welcome to the first Tax Tuesday episode of 2025. Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., discuss topics including whether hours spent on personal and rental properties count towards real estate professional status, the tax implications of using an LLC for a brokerage account that generates short-term capital gains, a…

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Ep 187 How to Use AI in Your Travel Business (And When Not To) 40:05

1M ago40:05

40:05

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 You know that feeling when you see something that just makes you want to scream? When I watched an AI-generated promotional video this week, it actually left me speechless, in not a good…

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The Best Of: Selling to a Family Members 20:47

1M ago20:47

20:47

In this best of episode, we're joined by Valerie Vaughn to discuss the unique dynamcis of selling a business to a family member. We delve into the complexities of family dynamics, the challenges of preparing a business for sale, and how the involvement of a dedicated team, including wealth managers, accountants, and attorneys, paved the way for a s…

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Ep 186 How to Make Your Travel Business Your Primary Income in 2025 30:39

1M ago30:39

30:39

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Are you dreaming of turning your travel business into your full-time income but feeling stuck in the "what-ifs" and "somedays"? In this episode, I'm getting real about my journey from qu…

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Smashing Success or Fad Business? 17:26

1M ago17:26

17:26

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the world of fad businesses, featuring an engaging discussion on Rage Rooms. They explore the initial excitement around these trendy ventures like axe throwing, wine and paint experiences, and escape rooms, questioning their long-term viability in the ever-evolving marke…

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Ep 185 4 Ways I Build Partnerships and Collaborations to Grow my Business 33:03

2M ago33:03

33:03

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Like last year, I wanted to start this year with a bang, sharing about a tactic that has really helped to grow my business--and that has been partnerships and collaborations. I'm a firm …

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The Best of the Apex Business Advisors Podcast: The Standard for a Seller 10:24

2M ago10:24

10:24

In this best of episode we discuss the standards expectations of a seller with our friend and colleague, Chuck Campbell Chuck shares insights into the importance of understanding a business deeply before agreeing to sell it, emphasizing the need for realistic valuations and marketability. He elaborates on the four crucial metrics that define a suit…

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Ep 184 My Biggest Failures (and Wins!) of 2024 50:25

2M ago50:25

50:25

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 This episode is becoming quite the year end tradition for me, and it's probably one where I'm the most transparent and open about what's been going on in my business. I do this not to br…

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The Best of the Apex Business Advisors Podcast: Selling Q4 16:19

2M ago16:19

16:19

In this episode of our Best of Series, we revisit an episode where we discuss the dos and don'ts of selling in the 4th quarter Doug and Andy discuss common pitfalls, such as improper financial management aimed at reducing taxes, which can negatively impact a business's valuation. They provide insights into planning ahead, offering strategies for cl…

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Consolidating LLCs Under a Wyoming Holding Company: Is It the Right Move? 48:11

2M ago48:11

48:11

It’s our last Tax Tuesday episode of 2024! In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., address several listener questions on a variety of tax topics. They cover the tax implications of moving into a rental property, including how it affects capital gains and depreciation. They discuss the possibility of using a…

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Ep 183 5ish Levers to Pull to Make More Money in 2025 43:53

2M ago43:53

43:53

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Looking to increase your travel agency revenue in 2025? Then you need to tune in to this week's episode, as I discuss the metaphorical levers you can pull to increase your income, or man…

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The Best of the Apex Business Advisors Podcast: You're Ready, but is your business? 18:28

2M ago18:28

18:28

In our best of series, we revisit an episode where we discuss the confluence of Business, Owner, and Financial Readiness. Get valuable advice on preparing your business three to five years ahead of time, learning from real-life case studies of businesses that hit their sale targets through diligent preparation and strategy adjustments. This episode…

1
Ep 182 Leveraging Metrics to Drive Travel Business Sales 35:42

2M ago35:42

35:42

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Something strategic travel business owners measure--their metrics. And they don't just measure them, they leverage them to make better informed decisions. Remember, we go by business dat…

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Business Sale Timelines: From Listed to Closed 25:58

2M ago25:58

25:58

The episode examines various real-life scenarios about the typical timeline for selling a business, the importance of transparency, the role of due diligence, and how proactive communication with banks and buyers can expedite closure. Whether you're planning to sell your business or expand your understanding of the market, this discussion is packed…

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Staking Crypto: How Are Rewards Taxed? 53:39

2M ago53:39

53:39

In this episode of Tax Tuesday, Anderson Advisors attorneys Clint Coon, Esq., and Eliot Thomas, Esq., discuss essential tax strategies for business owners and investors. Topics covered include late S election strategies, the best approach for payroll and officer compensation, and the benefits of Solo 401(k) plans over Roth IRAs. You’ll hear about h…

1
Ep 181 Etiquette Essentials for Travel Advisors 58:24

2M ago58:24

58:24

Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Some things make me go...hmmm...and etiquette is one of those. In this episode I go over some pretty common etiquette themes that come up on FAM Trips and General Business interactions f…

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Timing Your Business Listing: When's the Best Moment? 16:21

2M ago16:21

16:21

In this episode, we dive into the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We explore the pros and cons of listing during these periods and how market perceptions can impact decision-making.بقلم Apex Business Advisor Podcast

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Ep 180 Achieving Efficiency with Unified Travel Tech with David Shull 48:36

3M ago48:36

48:36

Send Rita a text with your thoughts! Travel Industry Black Friday is here! Welcome to the final of three episodes featuring our event Presenting Partners :) Up this week is David Shull from Tern, and he shares his thoughts on your value as a travel advisor, how his software (Tern) is helping you be more efficient thanks to data integration, and the…

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Demystifying Cost Segregation: How Landlords Can Maximize Tax Savings on Property Investments 46:28

3M ago46:28

46:28

In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., dive into various tax strategies. You’ll hear about renting property to your business, self-rental rules, and IRS grouping options. Then, we address the sale of a California primary residence, including the $500,000 capital gains exclusion for …

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Selling a Business: The Challenge of Multiple Entities under One Tax Return 14:53

3M ago14:53

14:53

Welcome to the Apex Business Advisors Podcast. The episode explores the intricacies of businesses with multiple entities, often under one tax return, and the difficulties this poses during due diligence and financing. Listeners will gain valuable insights into the importance of clear financial separation and the potential complications that arise w…

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Ep 179 A Contemporary Cruise Experience for the Culturally Curious with LaDonna Allen 41:28

3M ago41:28

41:28

Send Rita a text with your thoughts! Travel Industry Black Friday is here! Welcome to the second of three episodes featuring our event Presenting Partners :) Up this week is LaDonna Allen from Costa Cruises, and she's sharing the scoop on her best sales tips from top travel advisors, Costa's sustainability initiatives, and how to prepare your clien…

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Selling a Business: Your attitude can impact your legal bill 14:54

3M ago14:54

14:54

Welcome to the latest episode of the Apex Business Advisors Podcast. The episode kicks off with an anecdote from Andy about a prospective buyer, emphasizing the significance of clear communication and setting proper expectations in business dealings. Andy and Doug explore the challenges that arise when parties involved in a transaction fail to foll…

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Ep 178 Facebook Group Growth and New Mexican Caribbean Developments with Lori Gold 45:28

3M ago45:28

45:28

Send Rita a text with your thoughts! Black Friday is coming! Welcome to the first of three episodes featuring our Travel Industry Black Friday Presenting Partners :) First up is Lori Gold, Founder of Mexperts, and she's spilling all the beans---on growing a community with FB Groups, new developments in the Mexican Caribbean, and how to prepare your…

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Your best ability is Availability 19:07

3M ago19:07

19:07

In this episode, Andy and Doug focus on the critical role of availability of buyers and sellers. The episode highlights a real-world scenario involving a stalled deal due to lack of availability from both parties. Andy and Doug discuss the importance of prioritizing communication during the due diligence phase and the potential consequences of negl…

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Turning Your Home into a Rental: Keeping Your 121 Exclusion Intact 1:08:42

3M ago1:08:42

1:08:42

n this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle a variety of listener questions. Topics include strategies for managing cryptocurrency gains, converting a primary home to a rental without losing the 121 exclusion, and navigating the primary residence exclusion when selling a home. They al…

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Ep 177 Strengthening Client Relationships with Out-of-the-Box Holiday Ideas 30:37

3M ago30:37

30:37

Send Rita a text with your thoughts! Welcome to the second of our unofficial 2-part holiday series! Last week we focused on increasing your travel business sales with Black Friday promotions. This week we're getting creative with out-of-the-box engagement strategies that incorporate either 12 Days of Christmas, an Advent Calendar, or your preferred…

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A Smooth Transaction 14:54

3M ago14:54

14:54

Welcome back to the Apex Business Advisors podcast, where hosts Andy Cavanaugh and Doug Hubler discuss the intricacies of a successful business deals. With insights into the sometimes tumultuous world of business transactions, Andy and Doug offer a refreshing look at a deal that went right, emphasizing the lessons learned and the factors contributi…

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Conservation Easements in Crisis: What the New IRS Rules Mean for You! 30:22

4M ago30:22

30:22

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Tyler Surat of One Tree Advisors. Tyler is a seasoned expert in tax mitigation and land conservation strategies, who is helping clients utilize conservation easements to preserve land while mitigating taxes. You’ll hear the definition and benefits of conservation easement…

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Ep 176 Creative Black Friday Ideas to Boost your Holiday Sales 36:57

4M ago36:57

36:57

Send Rita a text with your thoughts! Welcome to our first ever live podcast, where I recorded with a live studio audience! Haha not exactly, but I was joined by some pretty amazing travel pros who were able to ask questions live. Listen in on some of my ideas that you can use to really promote your travel business during Black Friday this year. In …

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Selling a Business: Navigating Partner Disputes 24:46

4M ago24:46

24:46

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the complexities of partner disputes and business valuations. They explore real-life scenarios where business partners face challenges in buyouts and share their expert insights on how to navigate these situations effectively. We provide actionable advice for those consi…

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Can You Deduct Tenant Damage and Cleanup Costs on Your Taxes? 1:00:57

4M ago1:00:57

1:00:57

In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle a variety of listener questions related to tax deductions and property management. They discuss the implications of evicting tenants and the possibility of deducting repair costs, as well as how homeowners can deduct home office repairs. Yo…

1
Ep 175 An Inside Look on My 5 Vacation Reflections 27:55

4M ago27:55

27:55

Send Rita a text with your thoughts! About a month ago I went out of office from my business, for a full 7 days--something that I don't know how long it's been since I've done it. I'm reflecting on a few surprises, things that I'm grateful for, and how I'm looking at vacation in the future. In this episode, I share: · The surprising thing that happ…

1
Strategic Planning 22:46

4M ago22:46

22:46

Andy and Doug explore the critical need for business owners to plan ahead when considering selling their business. Andy recounts a story of a client who faced unexpected financial implications due to a lack of foresight and planning. They stress the importance of involving accountants, attorneys, and financial planners early in the process to maxim…

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5 Reasons To Ditch Traditional Office Space: The Office-Free Entrepreneur 25:45

4M ago25:45

25:45

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Mike Sullivan from Alliance Virtual Offices to discuss the evolving landscape of workspaces. Mike details five compelling reasons to abandon traditional office spaces, highlighting Alliance's impressive 40 years in the industry, with 20 years dedicated to virtual solu…

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Tax Strategies and Tips for Starting an Online Business 1:04:59

4M ago1:04:59

1:04:59

This episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle pressing issues faced by business owners and real estate investors. From the implications of switching health care reimbursements from a C-corporation to an LLC, to short-term rental strategies, Eliot and Toby discuss the 100-hour particip…

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Ep 174 How to Set Up your Travel Business Sales Funnel (Prep for Wave Week 2023 Replay) 39:21

4M ago39:21

39:21

Send Rita a text with your thoughts! It is the last day of Prep for Wave Week--wooottt!!! We made it!! In this final replay, featuring yours truly, I'm going over some different sales funnels you can set up for your travel agency or business and the step you need to take to make sure all your bases are covered. In this episode, I share: · The steps…

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Navigating Business Acquisitions: Offers, Buy-Side Searches, and Seller Tips 13:15

4M ago13:15

13:15

Welcome to another episode of the Apex Business Advisors podcast. This week, your host Andy Cavanaugh is joined by Jeff Crooks, a seasoned expert with over 20 years in the business brokerage industry. In this episode, Jeff shares valuable insights and practical advice for both buyers and sellers in the business marketplace. Jeff dives into the impo…

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Ep 173 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 2 (Prep for Wave Week 2023 Replay) 38:15

4M ago38:15

38:15

Send Rita a text with your thoughts! Prep for Wave Week is just 3 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this second of a 2-part series, I've opened the floor for travel advisors like you to ask Miguel some of their top questions about E&O Insurance a…

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