Healthy Wealthy & Wise Accountants podcast

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المحتوى المقدم من Earmark Media and Heidi Henderson. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Earmark Media and Heidi Henderson أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Before The Chorus

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LIVE: Before the Chorus & Open Folk Present: In These Lines feat. Gaby Moreno, Lily Kershaw & James Spaite 33:58

منذ 6 أيام33:58

التشغيل لاحقا

قوائم

إعجاب

احب

33:58

On June 25th 2025, in collaboration with Open Folk, we presented our first ever live interview event in Los Angeles. As Open Folk put it: "In These Lines is a live event where three artists each bring one song — not just to perform, but to explore. They sit down with Sofia Loporcaro, host of Before The Chorus, to talk about where the song came from, what it meant to write it, and what it still holds. Then they play it. Just the song, and the truth behind it." Find Open Folk on Instagram: @openfolkla Find Gaby on Spotify: https://open.spotify.com/artist/0K9pSmFx0kWESA9jqx8aCW?si=Wz4RUP88Qlm_RKs7QTLvWQ On Apple Music: https://music.apple.com/us/artist/gaby-moreno/472697737 Instagram: https://www.instagram.com/gaby_moreno/ Find Lily on Spotify: https://open.spotify.com/artist/0p0ksmwMDQlAM24TWKu4Ua?si=Bmdg-uIUTHu-zRUc_dqL3g On Apple Music: https://music.apple.com/us/artist/lily-kershaw/526884610 Instagram: https://www.instagram.com/lilykershaw/ Find James on Spotify: https://open.spotify.com/artist/3u50TPoLvMBXNT1KrLa3iT?si=OoLoq7ZTRZyUiytQcz0FsQ On Apple Music: https://music.apple.com/us/artist/james-spaite/905076868 Instagram: https://www.instagram.com/jamesspaite/ Subscribe: ⁠⁠⁠⁠⁠⁠⁠https://beforethechorus.bio.to/listen⁠⁠⁠⁠⁠⁠⁠ Sign up for our newsletter: ⁠⁠⁠⁠⁠⁠⁠https://www.beforethechorus.com/⁠⁠⁠⁠⁠⁠⁠ Follow on Instagram: ⁠⁠⁠⁠⁠⁠⁠@beforethechoruspodcast⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠@soundslikesofia⁠⁠⁠⁠⁠⁠⁠ About the podcast: Welcome to Before the Chorus , where we go beyond the sounds of our favourite songs to hear the stories of the artists who wrote them. Before a song is released, a record is produced, or a chorus is written, the musicians that write them think. A lot. They live. A lot. And they feel. A LOT. Hosted by award-winning interviewer Sofia Loporcaro, Before the Chorus explores the genuine human experiences behind the music. Sofia’s deep knowledge of music and personal journey with mental health help her connect with artists on a meaningful level. This is a space where fans connect with artists, and listeners from all walks of life feel seen through the stories that shape the music we love. About the host: Sofia Loporcaro is an award-winning interviewer and radio host who’s spent over 8 years helping musicians share their stories. She’s hosted shows for Amazing Radio, and Transmission Roundhouse. Now on Before the Chorus, she’s had the chance to host guests like Glass Animals, Feist, Madison Cunningham, Mick Jenkins, & Ru Paul's Drag Race winner Shea Couleé. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Healthy Wealthy & Wise Accountants

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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.

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#Fitness #Podcasting Education #Self-Improvement #Mental Health #Earmark Media #Heidi Henderson

Healthy Wealthy & Wise Accountants

updated منذ عام واحد

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34 حلقات

#Fitness #Podcasting Education #Self-Improvement #Mental Health #Earmark Media #Heidi Henderson

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Healthy Wealthy & Wise Accountants

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Women & Wealth: Breaking into the Finance World with AJ Ayers 49:43

منذ 9 weeks49:43

49:43

Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive. Summary In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business. Guest Information Name: AJ Ayers Email: aj@brooklynfi.com Website: www.brooklynfi.com https://www.gemifi.co/ LinkedIn: https://www.linkedin.com/in/ajayers/ Other: https://moneychangeseverything.substack.com/ Takeaways AJ Ayers emphasizes that you own your limiting beliefs. Financial education is crucial for navigating personal finance. Brooklyn FI was founded to provide financial advice to young professionals. Gemifi was created to simplify equity compensation planning. Many people face rude awakenings regarding taxes and financial planning. Networking and surrounding yourself with smart people is essential. Revenue generation should be prioritized over perfection in business. Partnerships can help actualize business visions. Avoid going into debt to start a business. Authenticity is key in building relationships and trust. Chapters 00:00 The Journey to Financial Planning 07:07 Building Brooklyn FI: A New Approach to Financial Advice 12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management 18:31 Navigating Complex Financial Situations 24:25 The Future of Financial Advisory and Technology 26:27 Launching Gemifi: A New Tool for Advisors 28:54 Education and Guidance in Equity Compensation 30:42 Making Informed Equity Decisions 34:28 Staying Updated in a Rapidly Changing Industry 39:08 Networking and Community Building 43:33 Advice for Aspiring Women Entrepreneurs 48:26 Navigating Complex Equity Events 49:24 The Importance of Action Over Perfection 49:34 Podcast Design Youtube Channel Art-3.mp4…

Healthy Wealthy & Wise Accountants

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Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy 46:03

منذ 10 weeks46:03

46:03

What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape. Visit the website: Deferred.com Summary In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space. Guest Information Name: Judd Schoenholtz Email: judd@deferred.com Phone Number: (866) 442-1031 Website: www.deferred.com LinkedIn: https://www.linkedin.com/in/juddschoenholtz/ Takeaways Deferred is revolutionizing the 1031 exchange process. The no-fee exchange model eliminates unnecessary costs for clients. 1031 exchanges have been part of the tax code since 1921. Less than 10% of eligible properties utilize 1031 exchanges. Transparency and compliance are crucial in the exchange process. Technology can significantly improve the efficiency of exchanges. AI tools are being developed to assist in the exchange process. Entrepreneurs should focus on starting and iterating based on customer feedback. The partnership between cost segregation and 1031 exchanges maximizes tax benefits. Innovative tools can help real estate brokers explain tax implications effectively. Chapters 00:00 Introduction to 1031 Exchanges and Deferred 05:30 The Evolution of 1031 Exchanges 08:21 The Impact of Tax Reform on 1031 Exchanges 11:31 Innovations in Technology for 1031 Exchanges 14:23 Understanding the No Fee Exchange Model 17:23 IRS Compliance and Audit Trails 20:24 Advantages for First-Time Investors 24:24 Self-Service Revolution in 1031 Exchanges 27:56 Enhancing CPA Collaboration and Efficiency 32:09 The Role of Technology in Real Estate Transactions 35:32 Innovations on the Horizon for 1031 Exchanges 42:26 Advice for Aspiring Entrepreneurs 49:03 Introduction to Deferred and Its Impact 50:06 lifestyle-intro-high-long.wav…

Healthy Wealthy & Wise Accountants

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From Tax to Protection: How Insurance Can Save You Thousands 44:26

منذ 11 weeks44:26

44:26

If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference. Website: www.engineeredinsuranceservices.com Summary In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry. Guest Information Name: Mick Hunt Email: Mickh@mickunplugged.com Phone Number (864) 979-4780 Website: www.mickhuntofficial.com LinkedIn: MickHunt Instagram: @mickunplugged Name: Andrew Ryan Email: Andrew@engineeredinsuranceservices.com Phone Number: (302) 650-2899 Website: www.engineeredinsuranceservices.com Facebook: https://www.facebook.com/andrew.k.ryan Linkedin: https://www.linkedin.com/in/andrewryanins/ Instagram: https://www.instagram.com/andrewkryan Takeaways Insurance should be viewed as a strategic asset. Understanding the 'why' behind insurance is crucial. Cyber insurance is a growing necessity for businesses. A client-centric approach is essential in insurance. Proactive risk management can save businesses money. Collaboration with CPAs can enhance client value. Technology is transforming the insurance landscape. Emotional intelligence is becoming important in leadership. Starting the insurance process early is key to success. The insurance industry is evolving with new challenges and opportunities. Chapters 00:00 Introduction to Engineered Insurance Services 06:24 The Consultative Approach in Insurance 09:12 Understanding the Importance of Company Culture 12:08 Common Oversights in Insurance Coverage 15:14 The Role of Education in Risk Management 18:13 Differentiating from Traditional Insurance Brokers 21:08 Collaborating with CPAs for Enhanced Client Value 25:50 Maximizing Client Information for Better Insurance Rates 27:42 Proactive Insurance Management: Key Questions for Clients 32:07 Current Trends in the Insurance Industry 33:31 Navigating Rate Changes and Market Fluctuations 37:26 The Impact of Policy Cancellations on Property Owners 40:44 Insights from the Podcast: Self-Improvement and Resilience 42:27 Positive Shifts in the Insurance Industry 44:07 The Role of AI in Transforming Insurance Practices 46:07 Balancing Work and Family Life 47:35 The Importance of Insurance in Business Strategy 48:37 Optimizing Insurance for Risk Management 48:45 Podcast End…

Healthy Wealthy & Wise Accountants

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Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing 45:44

منذ 15 weeks45:44

45:44

Summary In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts. How to Contact Daniel Schulte Emai: daniel@alchemicmarketing.com Phone Number: (816) 352-7565 Website: wealthyclients.com Facebook: https://www.facebook.com/realdanielschulte/ LinkedIn: https://www.linkedin.com/in/danielschulte/ Instagram: https://www.instagram.com/thedanielschulte/ Takeaways Daniel Schulte specializes in lead generation for CPAs. Engagement metrics are more valuable than impressions. Direct response marketing focuses on measurable results. The marketing landscape has shifted towards social media. Understanding your target market is crucial for success. Qualifying leads can significantly improve conversion rates. Algorithms play a key role in modern marketing strategies. Effective advertising requires a clear message and target. CPAs face capacity issues that affect their growth potential. Choosing ideal clients leads to more efficient and profitable work. Chapters 00:00 Introduction to the Conversation 04:14 Daniel's Marketing Journey 07:52 The Shift to Social Media Marketing 12:25 Demonstrating Expertise in Marketing 13:07 Targeting the CPA Market 17:29 The Impact of Strategic Tax Planning 21:24 Operational Strategies for CPA Firms 21:48 Streamlining Operational Efficiency 23:15 Qualifying Leads Effectively 23:50 Understanding the Results Triangle 26:24 Market Size and Targeting Strategies 28:43 Crafting the Right Message 30:14 Navigating Changes in Google and AI 34:14 The Importance of Demand Generation 38:02 Creating a Feedback Loop for Success 44:02 Connecting with Daniel Schulte 44:50 Building Consistent Lead Flow 45:18 Shifting from Overwhelm to Sustainable Growth…

Healthy Wealthy & Wise Accountants

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Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs 41:32

منذ 16 weeks41:32

41:32

Summary In this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health. Guest Information Xavier Serrano Email: xserrano@marqimedical.com Phone Number: (619) 244-4245 Website: www.marqimedical.com Facebook: https://www.facebook.com/MarqiMedical LinkedIn: https://www.linkedin.com/in/xavierserrano/ Instagram: https://www.instagram.com/marqimedical/ TikTok / Other: https://www.tiktok.com/@marqimedical Takeaways One in seven healthy individuals have a serious undiagnosed chronic disease. Proactive health management can optimize energy and focus. Advanced diagnostics can catch life-threatening conditions early. The healthcare system often overlooks preventative care. Personalized coaching is essential for health optimization. Lifestyle choices significantly impact overall health. Early detection can save lives and reduce treatment costs. Education is key to empowering individuals in their health journey. AI and technology are transforming healthcare accessibility. Investing in health is crucial for long-term well-being. Chapters 00:00 Introduction to Marqi Medical 04:25 The Golden Age of Healthcare 06:58 Understanding Health Risks and Genetic Testing 09:51 The Importance of Early Detection 12:29 Streamlining the Health Assessment Process 15:07 Investment in Health: Cost and Value 17:58 Holistic Approach to Health and Wellbeing 21:15 Understanding Health Metrics and Medical Oversight 24:15 The Importance of Personal Health Advocacy 29:02 The Impact of Lifestyle Choices on Future Generations 32:40 Personalized Health Assessments and Coaching 37:47 The Role of AI in Modern Healthcare…

Healthy Wealthy & Wise Accountants

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Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk 1:05:58

منذ 16 weeks1:05:58

1:05:58

Summary Show Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.com www.LegendaryCustomerExperience.com Facebook: https://www.facebook.com/dug.maxx.mcguirk LinkedIn: https://www.linkedin.com/in/drdug/ Instagram: https://www.instagram.com/dugsix TikTok / Other: https://www.tiktok.com/@dugandheidi In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance. Takeaways Dug transitioned from music production to business transformation. Persistence is key in building powerful business relationships. Communication quality directly impacts personal and professional success. Fear often masks stress; addressing it can lead to growth. Creating a life worth living is essential for sobriety and fulfillment. Reinvention is necessary in a rapidly changing world. Understanding addiction goes beyond substance abuse. Identity plays a crucial role in recovery from addiction. Challenges can be transformed into growth opportunities. Embracing technology is vital for future business success. Chapters 00:00 The Journey Begins: From Music to Business Transformation 07:19 Navigating Industry Disruption: The Impact of Technology 08:05 The Evolution of Music Production 10:53 Personal Responsibility and Communication 13:50 The Power of Persistence 16:27 Building Relationships and Networking 19:22 The Journey into Personal Development 22:18 Transforming Lives through Recovery Programs 37:58 Identity Crisis and Its Impact on Addiction 41:26 Finding Balance in Life and Work 46:37 Reinventing Yourself in a Changing World 57:16 Overcoming Fear and Embracing Change 01:04:05 Connecting with Your Higher Power 01:04:58 Reinvention and Peak Performance 01:05:26 Building Powerful Business Relationships 01:05:53 Navigating Risk and Uncertainty…

Healthy Wealthy & Wise Accountants

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The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing 38:25

منذ 18 weeks38:25

38:25

Summary Try TaxPlanIQ: Learn More Here: Tax Plan IQ Health Wealthy Wise Listeners received a 10% discount with code: ETS10 In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business. Takeaways Inspiration often stems from personal pain and challenges. Transitioning to tax advisory can significantly increase revenue for CPA firms. Value pricing aligns pricing with the value provided to clients. Setting boundaries is crucial for maintaining work-life harmony. AI can enhance efficiency in tax planning and advisory services. The ROI method of value pricing is a game changer for CPAs. Finding a supportive community is essential for professional growth. Implementing tax strategies can be profitable and rewarding. Women in business face unique challenges but can achieve success with support. Continuous learning and adaptation are key in the evolving accounting industry. Chapters 00:00 Jackie Interview 37:00 Transforming CPA Practices through Strategic Tax Planning 37:57 Finding Harmony in Work, Wealth, and Wellbeing…

Healthy Wealthy & Wise Accountants

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From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation 48:20

منذ 20 weeks48:20

48:20

Summary Request an Engineered Opportunity Report: CLICK HERE Follow Alex White: (3) Alexander S. White | LinkedIn Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success. Takeaways Alex White's entrepreneurial journey began with a passion for music. The transition from music analytics to tax incentives was unexpected but fulfilling. Understanding economic incentives can significantly impact small businesses. Many government incentives go unclaimed, especially by smaller firms. Strategic site selection can enhance business success. The CPA industry often underutilizes available tax incentives. There is a gap between what businesses expect from CPAs and what is delivered. Continuous learning is essential for personal and professional growth. Finding intrinsic motivation is key to long-term satisfaction. The 10-year test can help assess the sustainability of one's career choices. Chapters 00:00 Introduction to Alex White and His Impact 01:46 Entrepreneurial Journey and Business Scaling 02:00 The Entrepreneurial Journey Begins 04:54 Lessons from Startups and Acquisitions 07:49 Transitioning from Music to Tax Incentives 10:59 Building Subcity: A New Venture 13:59 Understanding Economic Incentives 16:47 The Role of CPAs in Identifying Opportunities 19:59 Surprising Insights on Government Incentives 22:51 Strategic Business Location Decisions 25:53 The CPA Industry's Shift Towards Advisory 28:57 Underutilized Incentives for Businesses 31:49 The Importance of Data in Identifying Incentives 34:44 The Value of Learning and Growth 37:46 Finding Intrinsic Motivation 41:01 Advice for Entrepreneurs and Business Owners 47:31 Introduction to Tax Incentives and Deductions 48:03 Resources for Tax Professionals…

Healthy Wealthy & Wise Accountants

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The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ 57:56

منذ 21 weeks57:56

57:56

Summary Discount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives. Takeaways Dave's entrepreneurial journey began at a young age. The concept of being a 'misfit' is central to success. Conditioning from childhood shapes our beliefs and actions. TaxPlan IQ offers innovative solutions for tax planning. The CPA industry is undergoing significant changes. Success is often about replacing bad habits with good ones. Finding harmony in life is more important than balance. The little things in business can lead to big differences. Recognizing and changing limiting beliefs is crucial for growth. Focus on what you truly want to achieve in life. Titles The Misfit Entrepreneur: A Journey of Innovation…

Healthy Wealthy & Wise Accountants

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Demystifying the World of Oil & Gas Investing 54:35

منذ 22 weeks54:35

54:35

Summary In this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differentiates itself from competitors by focusing on proven production areas and strong partnerships with major operators. The discussion concludes with advice for potential investors on navigating this complex asset class. For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer! Takeaways Gulf Coast Western specializes in tax-advantaged oil and gas investments. Investors can benefit from significant tax deductions, including the depletion allowance. Risk is mitigated by drilling in proven areas with multiple wells. The investment threshold is accessible for accredited investors, not just the ultra-wealthy. Returns on investment can be substantial, with potential payouts over time. Political changes can influence oil prices and market dynamics. Gulf Coast Western partners with major operators to ensure reliability and success. Investing in oil and gas supports U.S. energy independence. Monthly revenue streams are a key benefit for investors. Education and transparency are crucial for new investors in this space. Chapters 00:00 Introduction to Gulf Coast Western 04:08 The Evolution of Gulf Coast Western's Operations 06:46 Understanding the Tax Advantages in Oil and Gas Investments 09:27 Investment Accessibility for Accredited Investors 12:14 Risk Mitigation Strategies in Oil and Gas Investments 14:48 Operational Risks and Market Fluctuations 17:51 The Future of Oil and Gas Investments 28:06 Exploring Risk vs. Reward in Oil Investments 29:22 Understanding ROI and Legislative Impacts 33:39 Investment Strategies and Expected Returns 38:21 Differentiating Gulf Coast Western in the Market 44:44 Advice for New Investors in Oil and Gas 53:46 Introduction to Tax Incentives and Deductions 54:18 Resources for Tax Professionals…

Healthy Wealthy & Wise Accountants

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Unleashing the Wild Side: Alex Wild on Being a Bold CPA 39:38

منذ 25 weeks39:38

39:38

Visit: Home - Wild Thing Tax to Contact Alex Summary In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation, and the future of tax services in a technology-driven world. Takeaways Alex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability. The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry. Empathy and understanding are crucial in building client relationships in tax services. COVID-19 created opportunities for new CPAs as many older professionals left the industry. Alex emphasizes the importance of empowering clients to manage their own finances. The accounting profession is evolving, requiring flexibility and new skill sets. Vulnerability in professional relationships can lead to stronger connections with clients. Alex's approach to tax planning focuses on collaboration and client education. The rise of crypto presents unique challenges and opportunities in tax services. Technology and automation are essential for modern tax practices.…

Healthy Wealthy & Wise Accountants

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Your Best Bet for Negotiating Insurance Payouts - Victory Claims 36:41

منذ 26 weeks36:41

36:41

Summary In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on work-life balance and personal fulfillment. Contact: Benny Wright http://www.victoryclaimsconsulting.com/ bwright@claimvictoryusa.com takeaways Understanding tax incentives can significantly impact business success. Public adjusters advocate for clients against insurance companies. Hiring an independent adjuster can be beneficial in claims. Insurance policies are often complex and favor the insurer. The claims process can be contentious and requires expertise. Natural disasters create unique challenges for insurance claims. Success rates for public adjusters can be significantly higher than standard claims. Insurance market trends show rising premiums and coverage challenges. Personal stories in the industry highlight the human impact of claims. Work-life balance is crucial for maintaining personal fulfillment in business. Chapters 00:00 Introduction to Tax Strategies for Business Owners 00:26 Introduction to Victory Claims Consulting 01:46 The Role of Independent Claims Consultants 01:51 Introduction to Victory Claims Consulting 04:24 Benny's Journey into Public Adjusting 06:57 Understanding the Role of Public Adjusters 09:44 Navigating Insurance Claims for Businesses 12:32 Geographical Reach and Operations 15:11 Maximizing Tax Benefits and Deductions 15:29 Disaster Declarations and Their Impact 18:24 Cost Structure and Success Rates 19:33 Understanding Insurance Claims and Public Adjusters 22:39 Navigating Rising Insurance Costs 25:26 Creative Solutions in Insurance Policies 27:35 Bizarre Loss Stories and Their Impact 28:47 The Deeper Why Behind Insurance Work 31:25 Balancing Work and Family Life 36:11 Simplifying Tax Incentives and Deductions Sponsor Notes: Engineered Tax Services | www.engineeredtaxservices.com Engineered Insurance Services | www.engineeredinsuranceservices.com…

Healthy Wealthy & Wise Accountants

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The Power of Showing Up: Increasing Your Impact, Influence & Income 40:58

منذ 2 years40:58

40:58

CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media. Connect with Heidi Henderson: LinkedIn : https://www.linkedin.com/in/heidihendersonets Connect with Katie Thomas: LinkedIn: https://www.linkedin.com/in/katiethomascpa https://leaders-online.com This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com .…

Healthy Wealthy & Wise Accountants

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The Entrepreneurial CPA: Growing a Firm to Grow a Life 53:49

منذ 2 years53:49

53:49

On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more. Connect with Chase Insogna: LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma https://insognacpa.com/ Connect with Heidi Henderson: LinkedIn : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com .…

Healthy Wealthy & Wise Accountants

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The R&D Tax Credit - Who Qualifies and How to Claim It 44:42

منذ 2 years44:42

44:42

Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement. Resources: https://engineeredtaxservices.com/services/research-development-tax-credit/ https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/ Connect with George Matar: LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com .…

Healthy Wealthy & Wise Accountants

1
Nurturing Client Relationships: The Importance of Staying Proactive 49:34

منذ 2 years49:34

49:34

In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work. Connect with Amanda Garner: LinkedIn: https://www.linkedin.com/in/amandagarner https://thegrowthpartnership.com/bios/amanda-garner/ Email : agarner@thegrowthpartnership.com Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Building Relationships and Making Connections At AICPA Engage 49:10

منذ 2 years49:10

49:10

In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills. Connect With Daryl Petrick https://cpabowman.com/team/daryl-r-petrick/ LinkedIn : https://www.linkedin.com/in/darylpetrick Learn about Village Hope Care International : https://www.villagehopeinternational.org/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Tax Incentives for Energy Efficient Buildings - 179D and 45L Update 49:18

منذ 2 years49:18

49:18

Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility. Connect with George Matar: LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Overcoming Limitations: An Unconventional Path to Success with Kimberly Lochridge 1:23:13

منذ 2 years1:23:13

1:23:13

In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. Connect with Kim Lochridge: Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619 Website: https://engineeredtaxservices.com/bios/kimberly-lochridge Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Failing Forward: How One CPA Found Success in Tax Entrepreneurship 49:51

منذ 2 years49:51

49:51

On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future. (00:00) - People aren't being taught how to be entrpreneur's (00:26) - Thank you to Engineered Tax Services (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast (01:55) - Welcome Chris to the show (05:42) - Some background on Chris (09:17) - How do you manage your client relationship working remotely? (12:52) - Availability is your best ability (14:58) - Tell me about the path of your career (17:52) - How do you use technology to help you and your firm? (22:54) - Was it difficult to transition to a subscription based model? (26:15) - What else are you working on and where are you evolving? (31:50) - How do you monetize Teching Tax Flow and that structure? (35:17) - Are you afraid that you're giving too much information away? (37:52) - What makes you tick? What is your passion? (42:07) - Do you have time now for your personal life? How do you balance everything? (46:44) - What do you know now that you would tell your 20 year old self? (48:20) - Wrap up and where to reach Chris and learn more about TTF Connect with Chris Picciurro: Website: https://www.teachingtaxflow.com/ LinkedIn: https://www.linkedin.com/in/picciurro Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Top Gun: Accounting Maverick 40:40

منذ 2 years40:40

40:40

Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect with Sean Dever: Website: https://www.devercpa.com/ LinkedIn: https://www.linkedin.com/in/sean-dever-3275208 Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Saving BIG On Taxes Requires The Right Paperwork 47:35

منذ 2 years47:35

47:35

On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more. (00:00) - HWW 12 - Jeffrey Junek (00:00) - Thank you to Engineered Tax Services (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast (01:26) - Jeffrey Junek joins the show (05:22) - How do you balance your work life and physical health? (10:51) - You don't have to go to a gym or run to exercise (14:09) - What does your company do and how do you work with clients? (16:38) - Do you work with CPAs? (19:05) - Jeff helps with proper documentation (23:48) - Conservation easements (27:52) - Can you explain a little about how this calculation works? (29:28) - Can you talk about the people wanting to change this beneift and laws being passed (37:56) - What type of other alternative tax strategies do you tell to your clients (46:34) - Wrap up and remember to subscribe so you don't miss an episode Connect With Jeffrey Junek: LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48 Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Flipping The Script On The IRS 47:02

منذ 2 years47:02

47:02

On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there. Connect with Kreig Mitchell : https://mitchelltaxlaw.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Crunching Numbers and Abs 52:50

منذ 2 years52:50

52:50

Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry. Connect with Darsi Casey : Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529 Firm : https://www.caseyneilon.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Easy Does It … and You CAN Win This! 1:01:24

منذ 3 years1:01:24

1:01:24

This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608 Learn more about Leanness Lifestyle University : https://lluniversity.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Real Estate Accounting Leads to Owning Real Estate 47:49

منذ 3 years47:49

47:49

This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola Learn more about his firm https://www.aiolacpa.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Offering Value Through Connection 47:07

منذ 3 years47:07

47:07

This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect with Sara Huddleston: https://thegrowthpartnership.com/bios/sara-huddleston/ Email : shuddleston@thegrowthpartnership.com Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Get Niched with IC-DISC 57:57

منذ 3 years57:57

57:57

This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect with David Spray : Podcast : https://www.ic-discshow.com/ Company : https://www.exportadvisors.com/ LinkedIn : https://www.linkedin.com/in/dspray Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets Books Recommended : Man's Search For Meaning Atlas Shrugged The Fountainhead The 80/20 Principle https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Being Your Wild Self 49:11

منذ 3 years49:11

49:11

This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ To learn more about The Wild Institute : Visit https://thewildinstitute.com/ Connect With Chris Heeter : Linkedin : https://www.linkedin.com/in/chrisheeter Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

Healthy Wealthy & Wise Accountants

1
Financed Life Insurance and Charitable Planning for High Net Worth Clients 56:31

منذ 3 years56:31

56:31

This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Learn more about The Burgess Group : https://www.tbgroup.org Connect with Nick : Linkedin : https://www.linkedin.com/in/nick-burgess-51304a53 Connect with Heidi : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…

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