Shows
The Tax Resolution Ninja Show5 Different Letters from the IRS - Letter To Seize AssetsAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pra...
2021-05-0509 minThe Tax Resolution Ninja Show5 Different Letters from the IRS - Letter Saying You OWE MONEYAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pra...
2021-03-3112 minThe Tax Resolution Ninja Show5 Different Letters from the IRS - What is the Discrepancy Letter?Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pra...
2021-03-2408 minThe Tax Resolution Ninja ShowLong Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance SolutionsNatalie Karp is a Founding Partner of Karp Loshak Long Term Care (LTC) Insurance Solutions, a trusted source of information on long-term care insurance for individuals, business owners, and employer groups. Not only is Natalie an LTC insurance specialist, but she is also in the business of preserving wealth, protecting independence, and providing people with choices. She helps clients and advisors navigate their options with unbiased information and insight. At Karp Loshak LTC Insurance Solutions, Natalie represents all carriers and plan designs. In this episode… Your health insurance policy is limited; however, a lo...
2021-03-1723 minThe Tax Resolution Ninja ShowClassifying Your Workers Correctly with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict ResolutionNance L. Schick is the Chief Resolution Officer at Third Ear Conflict Resolution. She is also an employment attorney, ethno-religious mediator, conflict resolution coach, diversity trainer, and author residing in New York City. Nance helps managers and small business owners have valuable conversations about gender, race, religion, and disability. Additionally, she is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and resolve worker misclassification issues. In this episode… Ever made the mistake of saying a ‘1099 employee’ instead of a ‘1099 contractor?’ If you answered yes, you’re not alone. A lot of small busi...
2021-03-1041 minThe Tax Resolution Ninja ShowHow to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert CannonRobert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors who help their clients understand their finances and make sound investment decisions. The team at Cannon Wealth Solutions considers it the highest legal and ethical duty to represent clients’ best interests regarding their total asset portfolio management. Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement. In doing so, he guides his clients through a very distinctive wealth man...
2021-03-0323 minThe Tax Resolution Ninja ShowGrowing Your Business with Fewer Headaches with Nina Kaufman, Founder of Business ExponentialNina Kaufman is a Small Business Champion, Award-Winning Attorney, trusted Thought Leader, and bookworm. She is the Founder and CEO of Business Exponential, a coaching platform for solo and small knowledge-based firms. Nina understands firsthand that running an expertise-based service has unique challenges. Over the past 25 years, she has worked with thousands of business professionals as an Award-Winning Business Attorney and Strategist, providing resources to help businesses grow stronger and smarter. Nina provides the education and support she wishes she had when she tried (and failed) to start her first law business alone. Nina says, "I...
2021-02-2432 minThe Tax Resolution Ninja ShowConfronting Infidelity and Unshared Tax Situations Between Couples with Relationship Coach, Dr. Marie MurphyDr. Marie Murphy is a Relationship Coach who specializes in helping people who are having affairs decide what’s truly right for them. She offers shame-free and blame-free coaching that intends to help her clients determine the best way forward for themselves and for their relationships. She holds a Ph.D. in the Sociology of Sexuality. Dr. Murphy is also the host of Your Secret Is Safe With Me podcast where she talks about infidelity and other challenging relationship situations from a non-judgmental perspective. In this episode… The IRS may not have anything to d...
2021-02-1715 minThe Tax Resolution Ninja Show5 Different Letters from the IRS - What is the AUDIT LETTER?Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pra...
2021-02-1008 minThe Tax Resolution Ninja ShowSmart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia AdvisorsSimon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. Simon is a Certified Financial Planner with extensive experience in global financial market and investment management. In this episode… The world is your oyster when you’re young but if you’re not maximizing your time, then you are likely setting yourself up for bigger problems down the road. As you work your way into establishing a successful career in your chosen field...
2021-02-0328 minThe Tax Resolution Ninja ShowHow to Find Tax Benefits You Didn’t Know You Deserve with Heidi Henderson, Executive Vice President of Engineered Tax ServicesHeidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. Heidi also teaches over 30+ continuing education courses annually to CPAs, design-builder professionals, and real estate professionals. She is a tax consultant specializing in federal incentives in real estate architecture and R&D innovation. In this episode… In the tax world, many people don't realize that their CPA is very much a family practice practitioner who knows a bit about many fin...
2021-01-2725 minThe Tax Resolution Ninja ShowHow to Get R&D Tax Credit for Your Small Business with Robert Curtiss of Business Group ResourcesRobert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they're entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates, and credits that Congress initially mandated in 1981. Robert is also a Centricity Certified Coach which allows him to help business owners develop strategic relationships and vibrant business networks for client referrals, new opportunities, and professional growth. In this episode… Many eligible small businesses are unaware that they are eligible for and are en...
2021-01-2016 minThe Tax Resolution Ninja ShowWhy You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial AdvisorsBernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. In this episode… What is the real cost of a financial advisor? The short answer is 1.5% per—but that...
2021-01-1347 min
The Agent of WealthWhat to Do If You Get a Tax Notice From the IRS With Allan RolnickWhat should you do if you get a letter or notice from the IRS? In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS tax notice. Allan explains the various causes that lead to a letter showing up at your door, and the steps you should take to resolve the problem. Allan also shares his best tips on how to be compliant with the IRS to limit any issues. Tune in to learn strategies to protect yourself from the IRS!In this episode...
2021-01-0726 minThe Tax Resolution Ninja ShowHow to Generate High-Value Real Estate Tax Benefits Through Cost Segregation with Yonah Weiss, Business Director, Madison SPECSYonah Weiss is a cost segregation expert, real estate investor, and people connector. He is a Business Director for Madison SPECS, where he helps clients save tens of millions of dollars on taxes through cost segregation. He helps property owners save millions of tax dollars. Yonah owns and runs Real Estate Connections, a virtual meeting held over Zoom every other Wednesday at 7 pm Eastern Time, where participants can learn about multifamily real estate investment Yonah is also the host of the Weiss Advice Podcast where he speaks with successful people and asks them for advice...
2021-01-0624 minThe Tax Resolution Ninja ShowHow Non-US Citizens Can Avoid Double Taxation in U.S Real Estate Investment with Kenneth Kastner of Kastner Tax Solutions, LLCKenneth Kastner is an Israeli-based CPA who is an Enrolled Agent (EA) in the United States which allows him to represent taxpayers before the IRS. He is the Founder and CEO of Kastner Tax Solutions, LLC, where he provides tax preparation, personal tax planning, tax advisory, and accounting services. In this episode… Everyone talks about the 1031 Exchange to avoid double taxation when investing in U.S. real estate. But what many don’t know is that the 1031 exchange is not always the best option for non-US citizens who want to avoid being taxed twice for thei...
2020-12-3019 minThe Tax Resolution Ninja ShowThe Transformational Power of Podcasting for Businesses with John Corcoran of Rise25 MediaJohn Corcoran is a recovering attorney, and a writer, author, and a former Clinton White House writer and speechwriter to the Governor of California. He is also the co-founder of Ris25 Media, a company whose mission is to help B2B businesses connect to their ideal prospects, referral partners, and strategic partners, through their done-for-you podcast service. John is also the host of the Smart Business Revolution podcast since 2012 through which he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs. In this episode… In a world where connectedness has become such a hu...
2020-12-2320 minThe Tax Resolution Ninja ShowInvesting Your IRA: The Do’s and Don’ts to Avoid Tax Liabilities with Robert CannonRobert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors (RIA) who helps their clients understand their finances and make sound investment decisions. They are fiduciary financial advisors who are held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. Robert places a key focus on creating lifetime income plans for retirement. In doing so, he guides his clients through a ver...
2020-12-0926 minThe Tax Resolution Ninja ShowProtecting Your Assets and Investing in Your Future with Sarry IbrahimSarry Ibrahim is the Founder of Financial Asset Protection, where he helps high net worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely. As a financial consultant and health and life agent, he has cultivated a reputation for always putting his clients first. Sarry prides himself on attending all client meetings without expectations or preconceived ideas to ensure that he is solving his clients’ problems. In this episode… Growing and protecting your wealth is an important part of preparing for your future. Sarry Ibrahim, the Founder of Fina...
2020-11-2523 minThe Tax Resolution Ninja ShowUnderstand Your Financials and Grow Your Business with Terrell A TurnerTerrell A Turner is a CPA and the Co-founder and Fractional CFO of TLTurner Group, a company that helps businesses analyze and understand their financials to improve profitability. He is also the creator and host of Business Talk Library, which focuses on honest conversations with entrepreneurs and business leaders about challenges and tips for building and running profitable businesses. In this new world of business, Terrell is concerned about how other businesses are going to survive and grow. Using his experience from working for Fortune 500 companies, he consults with startups and mid-sized companies to help them grow...
2020-11-1321 minThe Tax Resolution Ninja ShowWhat You Should Know About Opening a New Business with Fernando KoatzFernando Koatz is a Founding Partner of Gleason & Koatz, LLP, a New York-based law firm that provides sophisticated, personalized, and client-driven legal counsel to individuals and domestic and international companies. Fernando was admitted to the Bar of the District of Columbia in 1984 and the State of New York in 1986. Fernando represents mainly Latin American and Spanish clients in the United States regarding corporate, commercial, and real estate matters, and commercial litigation. His expertise consists of counseling businesses and individuals with respect to doing business in the United States. Fernando received his bachelor’s degree from Columbia College and...
2020-10-2121 min
Premier Chess: Conquer the Game; Master Your Life104th Episode with Allan Rolnick, Founder of Tristate Tax ResolutionSend us a textIn Episode 104, I converse with Allan Rolnick, Founder of TristateTax Resolution. TriState Tax Resolution is an emergency room for people who owe back taxes and/or have not filed their tax returns(including payroll taxes) for a number of years. We take the burden from the clients and put it to rest.We talk about the tax resolution process, referral marketing, networking, the urgency to act and more.
2020-09-3016 minThe Tax Resolution Ninja ShowHow Effective Communication Leads to Business Growth with Gerri KnilansGerri Knilans is the Co-founder and President of Trade Press Services, a specialized marketing communications strategy firm that provides writing, media outreach, and general marketing support. Under her leadership at Trade Press Services, the company has worked with more than 500 B2B clients, from start-ups to Fortune 500 companies, and more than 650 editors of trade magazines, journals, newspapers, and webinar-production companies. Previously, Gerri was a principal in a marketing consulting firm for 15 years. Gerri has over 30 years of experience as a sales and marketing professional, entrepreneur, consultant, author, and educator. She helps companies and individuals accelerate business growth b...
2020-09-3020 minThe Tax Resolution Ninja ShowCoaching Successful Leaders with Alex KuhnAlex Kuhn is the Founder of Born to Lead and Vault Team & Vaulters Unite™ and helps personal development coaches start, grow, and scale their companies to six and seven figures. He has coached and trained over 5,000 performance-driven individuals, including C-level business leaders, professional and Olympic athletes, and CEOs of nonprofit organizations. Alex was previously a nationally-ranked swimmer, college head coach, professor, and business owner. As the youngest college head coach in the U.S., he earned multiple Coach of the Year awards for developing nationally-ranked swimmers and teams. Additionally, Alex developed internships and college courses for seniors in...
2020-09-1631 minThe Tax Resolution Ninja ShowBuilding Valuable Connections with Samuel WeinerSamuel Weiner is a sales and business development professional and the current Vice President of Business Development at Langdon Title. He possesses an extensive background and knowledge in both commercial and residential real estate. Langdon Title is a premier, full-service agency providing commercial and residential title insurance throughout the United States. Their specialties include commercial and residential title insurance on the national level, real property and cooperative lien searches, settlement services, and escrow services, and more. In this episode… With so many title insurance companies competing for business, how does a company set th...
2020-09-0916 minThe Tax Resolution Ninja ShowInsights into Accounting with Adam PearsonAdam Pearson has been running accounting departments for more than 15 years and is currently a Principal at Net-Income pros, a company that provides businesses with the best solution for their accounting and bookkeeping needs. Adam has a Master of Science in Accountancy and was previously an enrolled agent licensed to practice tax law before the IRS and in federal tax court. Currently, Adam lives on a lake in Renton, WA with his wife and three sons and enjoys reading, chasing his kids around, and dreaming about the future of Net-Income pros. In this episode… The CO...
2020-09-0240 minThe Tax Resolution Ninja ShowFinding Common Ground and Building Relationships with Nance L. SchickNance L. Schick is an attorney, conflict resolution coach, diversity trainer, and author from New York City. She helps managers and small business owners have valuable conversations about gender, race, religion, and disability. Additionally, Nance is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and resolve worker misclassification issues. In this episode… When disagreements go unresolved—especially in the workplace—it can lead to tension between two parties that often results in one of the parties deciding to take legal action. Nance L. Schick, an ethno-religious mediator, helps facilitate conversations between employers and em...
2020-08-2640 minThe Tax Resolution Ninja ShowGet Organized and Clarify Your Future Vision with Robert HernandezRobert Hernandez is a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc. He is also the current Chair of the Financial Planning Association of Metro New York. Before transitioning into financial planning, Robert had several jobs in corporate finance and has worked as a consultant for Ernst & Young. A lifelong New Yorker, he was born and raised in Starrett City, Brooklyn and currently resides in Queens. In this episode… When people run into tax issues, they turn to a tax expert for help, guidance, and advice. Most of the time, seeking ou...
2020-08-1932 minThe Tax Resolution Ninja ShowThe Benefits of Learning How to Play Chess with Evan RabinEvan Rabin is a National Chess Master and the CEO of Premier Chess, which provides school programs, summer camps, and private lessons to students of all ages. Evan fell in love with chess at age seven, when his brother and father first taught him how to play. Over the next five months, he joined the chess club at school, participated in his first tournament, and attended Nationals. After graduating from Brandeis University, Evan started teaching chess full-time. After a few years of working in the corporate world for companies like Oracle and Rapid7, Evan founded Premier Chess...
2020-08-1229 minThe Tax Resolution Ninja ShowBringing Awareness to the Immigrant Experience with Dr. Sylvie HeymanDr. Sylvie Heyman is a registered nurse who graduated from Bellevue School of Nursing. She also holds a bachelor’s degree in Psychology from Marymount Manhattan College and a master’s degree in Professional Studies focusing on Health Care Administration from Long Island University. She specialized in obstetrics before leading the open heart surgery unit at the renowned St. Francis Hospital in Roslyn, NY. After earning her Doctor of Chiropractic and a degree in Acupuncture, Dr. Heyman fused these specialties and ran her private practice for 25 years. She also spent 12 years as a member of the Board of Tr...
2020-08-0534 minThe Tax Resolution Ninja ShowProtect Your Assets and Plan for Your Future with Eric CohenEric Cohen is the CEO and Managing Director of Benefit Quest, Inc., a company that provides their clients with a full range of insurance, financial products, and services. Eric graduated with a bachelor’s degree from Yeshiva University in 1987 and received his Certificate in Financial Planning from New York University in 1992. In January 2007, Eric created the Business & Personal Financial Optimizer System and won a National Award for Consumer Education from NSACE. He is an experienced contributor and speaker and has made several appearances as an insurance expert on Fox & Friends on Fox News. In this epi...
2020-07-2921 minThe Tax Resolution Ninja ShowInsights Into Sales Coaching and Networking During the Pandemic with Adrian MillerAdrian Miller is a NY-based sales trainer, consultant, speaker, and networking expert with over 30 years of experience. She is the owner of Adrian Miller Sales Training, which helps clients from a wide-range of industries generate increased revenue from their sales endeavors. Adrian is also the author of “The Blatant Truth: 50 Ways to Sales Success”, “The Blatant Truth: How to Not Screw Up The Customer Service Game”, and “Dispatches From the Frontline: Musings on Sales, Business Development and Networking”. In 2009, Adrian created Adrian’s Network, a business networking community that combines virtual networking through conference calls and webinars with in-person...
2020-07-2234 minThe Tax Resolution Ninja ShowHelp Is on the Way!Jeffrey Schneider is the owner of SFS Tax & Accounting Services and is considered one of America’s leading tax experts. His company helps taxpayers with tax-related matters, such as bookkeeping, IRS tax audits, tax planning and consulting, and more. Jeffrey is an Enrolled Agent (EA), a Certified Tax Resolution Specialist (CTRS), an Advanced Crypto Tax Expert (ACT-E), and a Fellow of the National Tax Practice Institute (NTPI). He was also a President of the Florida Society of Enrolled Agents, the Palm Beach Chapter and Treasure Coast Chapter, and he was a former Director on the Board of the...
2020-07-1516 minThe Tax Resolution Ninja ShowMy sister got audited!Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan's practice...
2020-07-0708 minThe Tax Resolution Ninja ShowFiled Taxes but Did Not Have the Money to PayAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pr...
2020-07-0109 minThe Tax Resolution Ninja ShowDon’t Screw Around with Sales TaxAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pr...
2020-06-2308 minThe Tax Resolution Ninja ShowDon’t Lose Your RetirementAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pr...
2020-06-1311 minThe Tax Resolution Ninja ShowDeductions Gone WrongAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group. Allan’s pr...
2020-06-1209 min