031 - What to Bring to Your Tax Appointment

Generally Accepted Accounting Podcast

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Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

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44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 29:06

MP3•منزل الحلقة

If you’re dreading visiting your CPA or accountant this tax season, no need to fear! One of our newest shareholders, Zach Van Sambeek, a CPA and CVA, is here to let you know what you should bring to your appointment to save yourself some time and money. Zach explains what information is helpful to have on hand whether you need your individual, business, or ag taxes filed. And as an added bonus, we even talk about bonus depreciation! (See what we did there?) So, dig out your shoebox of receipts and listen in to learn more!

32 حلقات

#Business #CPAdvisors

031 - What to Bring to Your Tax Appointment

Generally Accepted Accounting Podcast

published منذ عام واحد

MP3•منزل الحلقة

32 حلقات

#Business #CPAdvisors

كل الحلقات

1
032 - Meet the Miles Education Team Members 49:23

منذ 5 أيام49:23

49:23

In the past year, Casey Peterson, LTD has hired some team members who are part of the Miles Education program. These new team members have come to work in the firm’s various offices by way of India with some stops along the way in U.S. communities that were quite a bit larger and different than Nebraska , South Dakota , and Wyoming. So, we sat down with Venkata and Madhuri , to ask them about their experiences, how they got into accounting and the Miles Education program , what it’s like working for Casey Peterson , and most importantly, where they get their groceries from. So, listen in to learn more.…

1
031 - What to Bring to Your Tax Appointment 29:06

منذ 5 weeks29:06

29:06

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030 - Top 3 GAAP Episodes of 2024 23:47

منذ 11 weeks23:47

23:47

If you were disappointed by your results from Spotify’s Wrapped this year, we’ve got something to lift your spirits. It’s the Top 3 Casey Peterson, LTD GAAP episodes of 2024! Now, did we use listener feedback and data analytics to compile this highly scientific list? Pfffff, absolutely not. Evan and Hillary just picked the three podcasts they liked best. That’s right; it’s all based on feeeeeeeeeelings, which probably makes most accountants nervous, as it should. Anyway, if you’re short on time and just want to know the absolute Cannot Miss Podcasts of the past year, listen in to learn more! Also, Jason Staats , we’re coming for you. Not, like, in a threatening way. We’re just gonna have you as a guest eventually. Our Favs of 2024, not in the order they appear in this episode: GAAP Episode 025 – Meet Laura Gillen from Avantax GAAP Episode 023 – Rural Health Clinics & Fruit Pizza GAAP Episode 021 – Meet Casey Peterson GAAP Episode 026 – All About Audit and Attest Honorable Mentions: GAAP Episode 028 – Energy Incentives and Future Taxes with Dave McGuire GAAP Episode 029 – Mark’s Path to Glory…

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029 - Mark's Path to Glory 56:16

منذ 16 weeks56:16

56:16

Have you often thought that the path to managing shareholder of a mid-sized Midwestern CPA firm was full of wonder and glory? Have you actually ever considered the path of a managing shareholder at all? … Yeah, we thought not. Either way, Casey Peterson, LTD’s own managing shareholder, Mark Lyons, a frequent guest of the podcast, talks about how he ended up where he did. It’s not at all the journey you might think it was and is a pretty good reminder that just because you’re not sure what you want to be when you grow up, that doesn’t mean you can’t find success as you figure it out. OK, yeah, that sounds like an after-school special. But whether you’re considering a career in accounting, are already a tenured accounting vet, or just like a good yarn, Mark’s tale is for you! Listen in to learn more. Other episodes featuring Mark: GAAP Episode 024 – Rural Health Clinics Part II GAAP Episode 023 – Rural Health Clinics & Fruit Pizza GAAP EPISODE 022 – Fun With Allowable Costs and Activities And Medicare Advantage Plans GAAP Episode 011 – Healthcare Allocation Statistics GAAP Episode 008 – Your Business and Inflation…

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028 - Energy Incentives and Future Taxes with Dave McGuire 21:56

منذ 19 weeks21:56

21:56

It’s part two of our conversation with Dave McGuire of McGuire Sponsel , our cost segregation partner! Last time was all cost seg all the time. This time, we talk about some of the new energy incentives, how businesses can utilize them, and discuss what could happen after the upcoming election (it doesn’t get political, promise). Energy incentives are always a hot topic that can get confusing. But Dave does a great job of providing examples and laying everything out in an easy-to-understand manner. Don’t believe us? Listen in to learn more! IRS’s Clean Energy Tax Incentives for Businesses (PDF) Tax Incentives for Energy-Efficiency Upgrades in Commercial Buildings Federal Solar Tax Credits for Businesses Mostly residential energy efficiency federal tax credits Department of Energy’s financing and incentives IRS’s energy efficient home improvement credit…

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027 - Fixed Assets and Cost Segregation with Dave McGuire 35:35

منذ 23 weeks35:35

35:35

Today’s episode is part one of our conversation with Dave McGuire of McGuire Sponsel , our new partner that helps with cost segregation studies . We’re revisiting our very first episode about cost seg and depreciation to get into some more details. This is a great episode for businesses looking for ways to possibly increase their cash flow or decide if a cost segregation study is right for them. It’s also a heckuva an episode if you just like to nerd out about tax regulations or enjoy squirreling away knowledge not a lot of other folks have. You know you want to: Listen in to learn more! Note: Dave references a lot of forms, regulations, and other details about cost seg and depreciation. So below are resources to define those references. Rev prop 8765 (pdf) ITC tax credits Component depreciation 179 expensing Bonus depreciation 168 k 2005 IRS audit techniques guide 1031 exchange Passive income Tax & Jobs Act Tax rates…

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026 - All About Audit & Attest 44:25

منذ 28 weeks44:25

44:25

Audit, review, compilation, agreed-upon-procedures … oh my. It’s a podcast all about attest services. … Wait! Where are you going?! You’re going to want to hear this one, promise! On today’s episode, we talk to CPA, shareholder, and vice president of our attest services team, Deidre Budahl. Deidre corrects all the misconceptions about audits (they’re not that scary, and in fact, your organization might not even need one) and talks about how your nonprofit, school, or government entity can pick the right level of service. Deidre even defines some jargony terms that you can trot out at your next dinner party … provided you’re partying with accountants. Anyway, audit’s a way more nuanced and interesting field than people give it credit for, and you’re gonna wanna listen in to learn more!…

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025 - Meet Laura Gillen from Avantax 42:45

منذ 35 weeks42:45

42:45

Welcome to another Generally Accepted Accounting Podcast Happy Hour! This one’s with Laura Gillen, Certified Financial Planner, who works for Avantax, our firm’s wealth management and financial services planning partner. Laura’s taken a kind of nontraditional path to financial planning, and that’s given her a unique perspective on the industry and helping clients with their financial goals. She talks about how she got into the industry, what she loves about it, and how much of a huge nerd she is, which, honestly, is one of our favorite parts about her. Learn more about Laura!…

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024 - Rural Health Clinics Part II 34:56

منذ 48 weeks34:56

34:56

Here’s part two of the first-ever Generally Accepted Accounting Podcast Happy Hour! We’re back with the CEO and Family Nurse Practitioner, Micki Lyons. Micki leads one of the firm’s clients, Crook County Medical Services District, and is married to our firm’s managing shareholder, CPA Mark Lyons. For part two, we turned the Q&A mostly over to Micki and Mark so they could quiz each other. We’re not going to say chaos ensued. But the parts that we are able to release to the public are as insightful as they are entertaining. Don’t miss this episode! Micki Lyons, DNP-C, CEO bio Mark Lyons, CPA, Managing Shareholder, Board President bio…

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023 - Rural Health Clinics & Fruit Pizza 34:56

منذ 49 weeks34:56

34:56

It’s the first Generally Accepted Accounting Podcast Happy Hour! For our first-ever installment, we did a first-of-its-kind interview with Micki Lyons, CEO and Family Nurse Practitioner with Crook County Medical Services District — one of the firm’s clients — in Sundance, Wyoming. Micki has multiple nursing degrees, including a Bachelor of Science in Nursing, a Master of Science in Nursing, a Doctorate of Nursing Practice, and a Natural Health Certification. Before joining CCMSD as a provider, Micki served as a registered nurse for the facility in the hospital and emergency departments for seven years. She also worked as a school nurse for Crook County School District for 13 years. Oh, also, she’s married to our managing shareholder, Mark Lyons, who also joined in the interview. This is a two-parter, and for the first part, it was almost all business, specifically rural health care clinic business. Micki did a deep dive, talking about different types of rural healthcare clinics, the challenges they face, why the clinics are so important, and what keeps her coming back. Oh, and also, fruit pizza. Yeah. The link’s below. Micki Lyons, DNP-C, CEO bio Mark Lyons, CPA, Managing Shareholder, Board President bio What’s a rural health clinic? NPR: Older Americans say they feel trapped in Medicare Advantage plans Glazed fruit pizza (Not for Mark)…

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022 - Fun with Allowable Costs and Activities and Medicare Advantage Plans 44:52

منذ 1 year44:52

44:52

Our managing shareholder, Mark Lyons, is back as we continue our healthcare series. This time, we start with Medicare allowable costs and activities. And then, we enter into the seedy underbelly of Medicare Advantage Plans. … OK, it’s not all that seedy, but it sure makes things complicated for critical access hospitals. Anyway, you’ll learn about the difference between allowable costs and activities vs. unallowable costs and activities (turns out, those are not illegal things), different kinds of cost centers, and why Mark gets pretty fired up when it comes to TVs and telephones in hospital rooms. So, listen in to learn more! Hospitals are dropping Medicare Advantage plans left and right Trouble with Medicare Advantage Plans High-level info about cost reports…

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021 - Meet Casey Peterson, the Guy Whose Name Is on the Building 44:48

منذ 1 year44:48

44:48

In 1977, a young accountant named Casey Peterson decided to take a bit of a risk and start his own firm. He did so, in part, because he thought there might be a better way to do business and relate to clients and employees. More than 45 years later, a couple of those employees sat down with him to ask what he meant by “a better way,” what he’s learned during all those years … and what it’s like to have your name on a big building. Casey, like any good western South Dakotan, is a heckuva storyteller, so you’re gonna like this one. Listen in to learn more about how Casey Peterson, LTD came to be! Meet Casey Peterson, CPA, AEP, PFS, Founder, Shareholder Follow Casey on Twitter (or X or whatever Elon decides to call it next) Follow Casey on LinkedIn…

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020 - Top 5 Blogs of 2023 24:02

منذ 1 year24:02

24:02

GAAP Episode 20 – Our Biggest Blog Topics of 2023 Who doesn’t love a good retrospective? People love Spotify’s “Wrapped” so much that we figured, “You know what they’d love more? A look back on our top accounting blogs in 2023!” No need to thank us. Anyway, we’ll take a look at how come your tax refund might have been smaller, what businesses need to know about e-filing, deductible medical expenses, and — the ever-popular — ERC scams. Listen in to learn more about all these hot topics in 2023, and check out the blog below for more details. TAX REFUND LOOKING SMALLER THIS YEAR? WHAT YOUR ORGANIZATION NEEDS TO KNOW ABOUT THE IRS’S LATEST E-FILING CHANGES SOME FAQS ABOUT DEDUCTIBLE MEDICAL EXPENSES 6 SIGNS THOSE ERC CLAIMS ARE A SCAM WHAT TO DO IF YOUR BUSINESS NEEDS TO WITHDRAW AN ERC CLAIM…

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019 - Profit is a Good Thing 44:27

منذ 1 year44:27

44:27

For a lot of ag producers, the end of the year means it’s time to find ways to lower their tax burden by spending and deferring. But shareholder and CPA Leah Heidler argues that a profitability mindset is a better way to approach this time of year. She outlines her argument, provides some practical applications, and — like any good rancher — talks about the weather. Oh, and also cheese making. We cover a lot of ground (land?), so listen in to learn more! Blog post: A reminder for ag producers: Making a profit is a good thing Meet Leah Heidler, CPA and Shareholder Services for ag producers…

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018 - Accounting: But Y Tho? 26:08

منذ 1 year26:08

26:08

If accounting makes you picture some grumpy old dude hunched over a spreadsheet, we’ve got good news (unless you like grumpy old dudes hunched over spreadsheets). Despite what TV and the movies have told us, the profession has a lot more nuances. Two of our team members — Cady Erb and Tyler McCarthy — talk about what drew them to the profession and what makes them stick around. So, if you want to learn what the profession’s really like, listen in to learn more! Intrigued by what you hear? Apply today!…

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031 - What to Bring to Your Tax Appointment

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031 - What to Bring to Your Tax Appointment