Healthy Wealthy & Wise Accountants podcast

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

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

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.

28 эпизодов

Healthy Wealthy & Wise Accountants

updated 14 дней назад

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28 эпизодов

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

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1
The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing 38:25

14 дней назад38:25

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…

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

22 дня назад48:20

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…

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

30 дней назад57:56

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…

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Demystifying the World of Oil & Gas Investing 54:35

5 weeks назад54:35

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…

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

8 weeks назад39:38

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.…

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

9 weeks назад36:41

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…

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

2 years назад40:58

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 .…

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

2 years назад53:49

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 .…

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

2 years назад44:42

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 .…

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

2 years назад49:34

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/…

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Building Relationships and Making Connections At AICPA Engage 49:10

2 years назад49:10

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/…

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

2 years назад49:18

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/…

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

2 years назад1:23:13

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/…

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

2 years назад49:51

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/…

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Top Gun: Accounting Maverick 40:40

2 years назад40:40