Tax Strategies สาธารณะ
[search 0]
เพิ่มเติม

ดาวน์โหลดแอปเลย!

show episodes
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Join JD as he chats with industry-leading Real Estate Investing experts and professionals. We learn from their experience and uncover the strategies to their success that we can implement into our own businesses. You can become an expert yourself by investing 10,000 hours or learn from people that have already made that investment. They share their experience and wisdom as we build the foundation for our own success. If you are a fan of Rich Dad Poor Dad by Robert Kiyosaki and Millionaire Re ...
 
Loading …
show series
 
Hector Garia, the Founder and Principal Accountant at Quick Bookkeeping, and David Cristello, CEO of Jetpack Workflow sat down to discuss how Hector has found success in teaching DIY training sessions, sharing content to YouTube, charging $350/hour for initial consults, and shifting his mindset about value pricing. You can listen to the full podcas…
 
Bobby Thames spent nearly the first decade of his career at PricewaterhouseCoopers becoming a subject matter expert in tax credits and cost recovery solutions. Bobby’s expertise all fall under the umbrella of fixed assets, specifically related to tax incentives tools for developers and owners of properties. Cost Segregation is the most common tax i…
 
As the owner of MyRealtyGains, Prashant Kumar's passionate to assist ultra-busy professionals to identify Grade A investment opportunities and provide stable cash flow returns and long-term capital appreciation by buying those assets. Prashant has acquired and managed over $32-million in real estate. We chat about: Begin evaluating the myriad benef…
 
With over a decade of experience as a real estate investor and financial planner, today’s guest found that there was very little unbiased financial planning advice for real estate investors and business owners. Daniel Johnson’s answer to this need was starting RE|Focus Financial Planning. Daniel is passionate about helping individuals that have gro…
 
Stories about the perils of money are a dime a dozen. Every culture and religion tells parable after parable warning people of the force for evil money can be. But there aren’t near enough stories about the insanely positive impact money can have, especially in the investment world. Eva Yazhari, the founder of the Beyond Capital Fund, is changing t…
 
Troy discusses how the future of interest rates, stock market, taxes, housing market and bitcoin are not predictable. However what if there are strategies that will allow you to never be hurt by these things that are out of our control.โดย Troy
 
Growing Acuity into an $8.5M/year firm has definitely presented challenges but by prioritizing the team, using a different approach to sales, and focusing on growth Matthew has found his way. To learn more about how Matthew has propelled Acuity’s success, listen to the full Growing Your Firm Podcast above! jetpackworkflow.com/blog/matthew-may-accou…
 
Today’s guest, Curtis May, is the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. The primary focus of his financial planning fir…
 
On this episode of the Growing Your Firm Podcast, Shane Mason gives us a look into launching services, working with a co-founder, remote work, service pricing, and shifting to a growth mindset. His 100% YoY growth since 2014 is enough to prove his credentials. Listen to the full podcast here: jetpackworkflow.com/blog/shane-mason-financial-planning …
 
John Martinez has developed the REI Sales Program and is widely regarded as the most effective REI sales training program in the country by investors, acquisition agents, top mastermind groups, and educators. This isn't old-school, ineffective, pushy, and manipulative sales tactics... The REI Sales Academy promotes a simple & repeatable step-by-ste…
 
Jack Rosenthal is an 18-year-old investor, entrepreneur, and author. One year ago he wrote the book "Teen Investing" which has now become the #2 best-selling book on Teenage Investing on Amazon. I also started the Young Investors Club, LLC (younginvestorsclub.org) which grew from 0 members to over 90 members today and over $120,000 in assets. Lastl…
 
There are three emerging business models in the accounting space, and in a remote world, online education is primed for a takeover. Ryan Lazanis joined the Growing Your Firm Podcast this week to explain how this new model can be implemented and why it can be successful. Listen to the full podcast to learn more! jetpackworkflow.com/blog/ryan-lazanis…
 
Brandon Cobb is the CEO & Chief Dream Builder At The HouseBuyinGuys based out of Nashville, TN, and does about 40+ transactions a year, mostly rehab with some wholesaling mixed in. We chat about: Rehab systems and processes - The HouseBuyinGuys did a $72,000 renovation in 10 days and filmed the whole thing. See link here: https://vimeo.com/48190570…
 
Kent Ritter is Managing Director with Birge & Held Asset Management, a multifamily private equity firm with over $1.4 billion in assets under management. Kent's skillset as a multifamily operator draws from a successful career as a management consultant and startup owner. Now, he applies this skill set to transform apartment buildings and create mo…
 
This week on the Growing Your Podcast, John Warrillow, best-selling author of Built to Sell, joined us to provide some incredible insight into what to do to prepare to sell your firm, the importance of niching, steps to productize, and how to add value to your firm before you sell. To learn more, listen to the full podcast here: www.jetpackworkflow…
 
After serving years in the Army, Darren Smith has spent the last eighteen years as a successful professional real estate investor. He has flipped, rented, and wholesaled hundreds of residential properties, and in recent years has purchased several million dollars’ worth of light industrial properties as long term holds. Darren’s greatest achievemen…
 
Mike Banks joins JD to chat about how Fund&Grow could possibly help you fund your next deal through the use of unsecured business credit. Since 2007, Fund&Grow has helped tens of thousands of business owners and real estate investors across America get access to the funding they need and deserve. They have helped their clients quickly get access to…
 
Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Ho…
 
Jamil Damji has been in real estate since 2002, since then he mastered the art of Wholesaling Real Estate. He successfully built KeyGlee, which is now a National Franchise with over 100+ employees, spanning 180 US markets. Jamil also runs a mentorship called Astro Flipping where he mentors and educates hundreds of entrepreneurs on how they can be s…
 
I didn't file my own taxes for 8 years. What motivated me to get my act together and finally file all those past year returns? Well, a wage garnishment from the Franchise Tax Board was a motivating factor, for sure. But I had got married and didn't want to be "living a lie" with his wife, Liz. When you have tax problems, there can be or will be a l…
 
Tony Javier is the owner of an INC 5000 rated Real Estate Investment Company. He has been investing in Real Estate since 2001 and has done close to 1,000 flips. Since Tony has automated his Real Estate Investing business, he concentrates his time on helping Real Estate Investors through his Masterminds, Gap Funding, and TV Program that shows Real E…
 
In our latest podcast, we sat down with Craig Hausz who explained the three principles behind a successful 12 person accounting firm: a well-designed interview process, a team-based culture, and a system for tracking growth. You can list to the full podcast here: http://jetpackworkflow.com/blog/craig-hausz-hiring-principles #GrowingYourFirmPodcast…
 
Brad Van De Walle followed his passion in 2009 when he became a Realtor®. Since then, Brad has brought together several teams of successful, reliable Realtors and talented staff, dedicated to creating the very best real estate experience for their clients. His ability to connect with people combines with his infectious energy and unique sales appro…
 
Today JD chats with Todd Baldwin and Ryan Nielsen of Investor Nitro. Investor Nitro's lead generation team received the opportunity to help We Buy Houses investors with lead generation in 2016. Since then, they’ve fine-tuned the digital marketing strategies that attract the type of leads specific to America’s real estate investors. Investor Nitro w…
 
Andrew Hunzicker, founder of Dope CFO - a program for accountants looking to specialize in the cannabis industry, joined us on the podcast! After working for a Fortune 500 and other large organizations, he began working part-time for smaller organizations when he realized the benefit of selecting a single industry to build his client base around. N…
 
Eloy Retana is a passionate real estate investor, author of the book The Top 3 Reasons to Invest in Mobile Home Parks and the host of The Savvy Mobile Home Park Investor podcast. He is currently invested in 113 apartment and Mobile-Home Units while also investing in his ongoing education both through top-notch courses and through personal mentorshi…
 
Krista Mashore is a digital marketing coach specializing in Real Estate and the author of four best-selling books that teach YOU how to properly market your business in this digital age. As a former teacher, with a Master's Degree in Curriculum and Instruction, Krista loves serving people – and gets fulfillment by sharing the secrets of her success…
 
Tax Talk Interview with 18-year tax veteran, Juan Orona from Everette, Washington who specializes in the Latino Community. Learn how Juan faced the tax challenges of the Latino community. Juan is also my Dad who I just met just over 10 years ago. This is a very special interview. You can learn more about solving your tax problems at Get my Free Boo…
 
Whether you want to sell your accounting firm or not, understanding the dynamics behind valuation is crucial to success. Our latest podcast interview dives into the industry trends in cloud accounting, and the type of changes firm owners are making to succeed in 2021 (and beyond). See what it’s all about in our interview here: jetpackworkflow.com/b…
 
Kevin Rodman joined Asset Based Lending as a partner in 2014 and brings 30 years of experience in the mortgage industry to the ABL team. Along with Dan and Paul, Kevin is one of ABL’s three loan underwriters. Kevin is leading ABL’s expansion in New England, with a focus on Connecticut and Massachusetts. Kevin also works on building ABL’s strong cap…
 
Myra Oliver was twenty-two when she decided she wanted freedom from debt and consumerism. After earning enough passive income through smart saving and real estate investments, Myra became a self-made millionaire and retired in her thirties. She currently owns multiple Keller Williams Realty franchises and her closed volume for 2019 was right over 1…
 
After cutting clients and figuring out who her ideal client was, Jackie Meyer was ready to focus on her business. Jackie says tax planning consulting is the EASIEST way to show ROI to a client, hands-down. “You are doing a tremendous service to your clients and it’s a service they understand --- it saves them money.” Catch up with Jackie on the pod…
 
Eric Reed never had trouble finding the experience to learn from, whether from leadership positions in media companies, building out marketing and sales infrastructure, strategically positioning revenue for start-up acquisition, or challenging people to always RETHINK, as host of take5: The Rethink Marketing Podcast. A Renaissance man whose experti…
 
Paul Ross is an author, speaker, trainer, Master Hypnotist, and Master Practitioner of Neuro-Linguistic Programming. For the past 30 years, he’s taught tens of thousands of people the power of language to persuade, sell, heal, turn stumbling blocks into stepping stones, and pain into passion. Paul’s speeches and training have motivated audiences ar…
 
Anne Gannon, founder of @The Largo Group, joins us on the podcast this week! The Largo Group provides innovative accounting and bookkeeping services to businesses and individuals. Since 2016, The Largo Group has seen huge success, growing its revenue by 75% YoY over the last five years. In this podcast, Anne will explain how The Largo Group got sta…
 
You got a property under contract! CONGRATULATIONS! Now, what do you do with it? Todd Toback is back and breaks down the process of selling your contract, how to advertise it, and how to get the absolute best price. If you are new to wholesaling this episode is a MUST LISTEN! If you are a wholesaling veteran there are many tactics that you can appl…
 
Todd Toback has 19 years of real estate experience specializing in acquiring real estate assets below market value. He has flipped over 1000+ Single Family residences, duplexes, triplexes, and other types of property. During his tenure as a real estate investor, he has held a small portfolio of single-family homes, multi-units, mobile home parks, a…
 
Did you catch the latest Growing Your Firm podcast episode? Aly Garrett of @All In Advisory named on the top 50 cloud accountant list, gives us insight into how networking leads to success, how she educates clients and builds credibility, and how she grew a well-run team. jetpackworkflow.com/blog/aly-garrett-scaling-your-firm…
 
Justin Colby is the founder of The Science of Flipping Podcast and The Science of Flipping Coaching Program and is an active Real Estate investor having flipped over 1600 homes in multiple markets over his 14+ year career. As a coach and mentor, he has advised 1000s of clients on how to become a real estate investor and is a recognized national pub…
 
Chris Prefontaine is the master of buying and selling real estate on terms. This is the best way to get into real estate investing with little to no money down but does require hard work and dedication. This is a must-listen for those starting in real estate investing. Chris Prefontaine is a 3-time best -selling author of Real Estate on Your Terms,…
 
After 10 years of hard work, over 100 high net worth execs as clients, and a dozen staff members, Jackie Meyer has successfully transitioned to running her firm working just four hours a week. In this podcast, Jackie gives insight into knowing when it’s time to step back, how to prepare your firm for fewer hours on your end, and the art of masterin…
 
Nick McCullum helps run Passiv. Passiv is a portfolio management software used by thousands of people that connect directly to your existing brokerage account. He started Passiv with the goal of making DIY investing easier so that more people can invest on their own and build wealth. Passiv allows you to set a target portfolio and get email notific…
 
Luke Shankula is the CEO of Paragon Digital Marketing Group. As a leading Mortgage marketing expert, Luke focuses on helping people and believes in impact over income. With his result-focused services, he aims to help people systemize their work and go beyond lead generation. Besides running a successful 7-figure mortgage marketing agency, Luke has…
 
Editor in Chief I read books for a living! Books that are poorly written and requires adept abilities to decipher and re-construct with clear intent, purpose, and direction for the desired audience. Is your book any good? Actively accepting books with the following: 1. Vehicles or shall I say transformers? Did you know that your vehicles transform …
 
As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home, so Brent began exploring real estate investing as a way t…
 
Jim Monk is the founder of Clozzits which he started up after reviewing needs in the multi-family and rental property industry for optimized closet space. His goal is to differentiate beyond the normal amenities and tap into a new area of construction development, renovations, and property management. Jim would love to share with your audience his …
 
Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy', and now a personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfol…
 
Loading …

คู่มืออ้างอิงด่วน

Google login Twitter login Classic login