Podcast Episodes
Back to SearchYour Q1 Financial Checkup: 5 Numbers Every Business Owner Should Review Before April
Season 2 Episode 42
Before April 15, review these five critical Q1 financial numbers. From profit margins to cash runway and estimated taxes, proactive planning now can …
2 months ago
Estimated Tax Payments Are Not Just for the Self-Employed
Season 2 Episode 41
Unlike employees, who have taxes withheld from their wages, self-employed individuals must prepay their taxes by making periodic estimated tax paymen…
2 months, 1 week ago
Unlocking the Tax Maze: What Every Immigrant Needs to Know About Tax Filing in the U.S.
Season 2 Episode 40
Understanding the tax obligations and potential benefits applicable to immigrants in the United States, both legal and undocumented, is complex. Thei…
2 months, 1 week ago
How to Protect Your Business From Employee Bookkeeping Fraud
Season 2 Episode 39
Employee bookkeeping fraud can devastate a small business. Learn common fraud schemes, warning signs, and practical internal controls to protect your…
2 months, 1 week ago
Trump Accounts 2026: A Powerful Financial Head Start for Your Child
Season 2 Episode 38
Trump Accounts in 2026 offer up to $5,000 annual contributions plus a $1,000 government seed for eligible children. Learn how they work, tax rules, p…
2 months, 1 week ago
Things You Need to Know About Reverse Mortgages
Season 2 Episode 36
A reverse mortgage is a financial product that allows homeowners, typically aged 62 or older, to convert part of their home equity into cash. Unlike …
2 months, 3 weeks ago
Charitable Giving in 2026: Navigating New Tax Laws and Maximizing Your Gift’s Impact
Season 2 Episode 37
As the landscape of charitable giving continues to evolve, 2026 ushers in significant changes in the tax treatment of donations. For both itemizers a…
2 months, 3 weeks ago
What Is Advisory — And Is It Right for You?
Season 2 Episode 35
Advisory services go beyond historical tax and bookkeeping work to help you plan ahead, make smarter decisions, and reach long-term financial goals. …
3 months ago
How the One Big Beautiful Bill Act Transforms R&E Tax Strategies for Businesses
Season 2 Episode 34
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has permanently reinstated the ability for businesses to immediately deduct …
3 months ago
When One Client Fuels 15%+ of Your Revenue, Buyers See Risk — Not Success
Season 2 Episode 33
If one client generates over 15% of your revenue, buyers see risk. Learn how client concentration affects valuation, due diligence, and what to do be…
3 months ago