Podcast Episodes
Back to SearchEstate Planning is Cool! with Mehul Gandhi
Season 2 Episode 12
Mehul and I met through social media almost a year ago - he is a financial planner and business owner that also believes in the power of collaboratio…
4 years, 6 months ago
Cross-Over Episode with Break into Tax!
Season 2 Episode 11
Tax professionals are a lot of fun. Really, we are! One of the common themes that runs through almost every conversation I have with another tax pr…
4 years, 8 months ago
Estate Planning 101 with Christine van Cauwenberghe
Season 2 Episode 10
Do you have a will? If yes, when was the last time you dusted it off? Do you know who is designated as a beneficiary on your insurance policies and…
4 years, 9 months ago
Insurance 101 with special guests Jerry Gedir and Tracy Duff
Season 2 Episode 9
How much do you really know about insurance? Do you know the difference between life insurance, disability insurance, and critical illness insurance…
4 years, 9 months ago
Incorporation 101 - tackling some of the myths surrounding incorporation, with special guest Phil Guenther
Season 2 Episode 8
The issue of "when should I incorporate?" is one of the most common questions I get asked by business owners. So it seemed only fitting to devote th…
4 years, 10 months ago
Should I incorporate? A candid conversation with business owner, Erin Romeo, about her journey to incorporation
Season 2 Episode 7
I decided to dedicate the month of July to a discussion about incorporation - starting with a conversation with my friend, Erin Romeo - founder and p…
4 years, 11 months ago
We are all in this together - learn to face taxes head on! (with special guest, Lisa Niser)
Season 2 Episode 6
It is 3 days before the tax filing deadline. You are scrambling around your house, gathering up boxes and random pieces of paper. You rush down to …
5 years ago
Death and Taxes (with Shruthi Raman and Vivek Swaminathan)
Season 2 Episode 5
"Nothing is certain except death and taxes."
There are many misconceptions about what happens to your assets when you die. There is also a lot of fea…
5 years ago
Financing for Entrepreneurs (with special guest, Candace Hrycan)
Season 2 Episode 4
Cash flow projections. Key Performance Indicators. Working Capital. Business Plans. Credit Scores.
If you are a business owner, you need to know and …
5 years, 2 months ago
State and Local Taxes 101: with special guest, Jamie Szal :-) (Brann & Isaacson)
Season 2
Our society is increasingly relying upon online retail. The pandemic has only served to further heighten this reliance. But online sales can attrac…
5 years, 2 months ago