Shows
Facts, Figures, and Fallacies, from the Front LineThe BEST Tax Planning Strategies for Anglers
Today we discuss the best Tax Strategies for anglers!
Nick and Mitzi join John and Rob on their show Coanglers corner and discuss the best Tax Strategies for fisherman. Thank you, John and Rob, again for having us on your show.
FULL LIVESTREAM: • Tax Planning For Anglers
Subscribe to John & Rob's Podcast: / @jcxfishing
Interested in discussing your needs with a CPA? Book your consultation now. Choose between an in-person or online session below, where we'll tailor solutions just for you.
New Client Consultation (In person or online)
https://calendly.com/mescpa/mes_consu...
About our firm:
Mitzi E. Sullivan CPA, PLLC is a es...2025-01-0353 minFacts, Figures, and Fallacies, from the Front LineHow to use the BEST Business Travel Deductions! (Nick Grantham CPA & Travel Agent Explain)
A Certified Public Accountant and a Travel Agent discuss the best business travel deductions + best practices often overlooked.
Mandy's Youtube Channel @wanderbalance
Travel Agent Inquiries: https://beholdtravel.com/?slug=BeholdTravel
https://mbcpatx.com/services/nonprofit-accounting/
lntro - 0:00
Home Office Deduction - 3:36
Travel Costs 11:34
Meals - 15:07
Conferences - 16:54
Employing Your Children
Insurance - 21:03:
Standard Mileage Deduction - 23:20
Good Record Keeping - 25:43
Accounting Software - 26: 16
Bank Accounts - 26:53
Choosing your business type (Entity Structure) - 30:27
Outro - 36:17
Interested in discussing your needs with a CPA? Book your consultation now. Choose between an in-person or online session below, where we'll tailor solutions ju...2024-12-2037 minFacts, Figures, and Fallacies, from the Front Line9 KEY Tax Deductions for your RENTAL PROPERTY (Save Your Rental Business Thousands)
Do you own a rental property? In this video we go over 9 tax deductions that rental owners should be taking for their rental property. As a real estate investor, it is pivotal to ensure you are maximizing your tax deductions.
In this video, Nick dives into commonly missed Tax Deductions that rental owners miss. Some commonly missed deductions are
- HOA fees
- Depreciation
- Mortgage interest
We discuss these subjects and much more in the video!
Credentials: Nick is a Certified Public Accountant in the state of Texas.
2024 Schedule E (Form 1040): https://www.irs.gov/pub/irs-pdf/f1040s...2024-12-1705 min
Community PodcastsJoseph Lessard, CPA, PLLC with Timely Tax Tips (Posted 2024-12-17)We talk to Joseph Lessard, CPA, PLLC.2024-12-1719 min
The Locum CPAHow to set up a PLLC or LLC for Locum Tenens ProfessionalsHow to Set Up a PLLC or LLC for Locum Tenens Professionals
Join Stephen Lee, a CPA based in Chicago, as he guides locum tenens professionals through the process of establishing a PLLC or LLC. Learn the essential steps from confirming eligibility and choosing a name, to filing articles of organization, drafting an operating agreement, applying for an EIN, setting up financial accounts, and maintaining compliance. This episode offers valuable insights to protect your practice, streamline your taxes, and effectively manage your business.
00:00 Introduction to Setting Up a PLLC...2024-12-0706 minFacts, Figures, and Fallacies, from the Front LineHow Trump's Tax Plan is Different Than You Think
🎙️Mitzi Sullivan CPA, Nick Grantham and Jessica Sullivan CPA co-host their podcast called Facts, Figures and Fallacies from the Front Line. Everything from crypto currencies, changing tax laws, real estate and business management is all discussed here with you. Whether you are a teacher, contractor, business owner or stay at home parent we hope you join us each week as we share from a CPA's point of view, everything Facts, Figures and Fallacies from the Front Line!
Video Chapters
Intro 00:00
Bonus Depreciation
60% vs.100% Explained - 1:31
Work opportunity Credit - 2:53
Overtime Tax / No Tax On Tips - 3:25
Social Security Tax Chang...2024-11-1212 minFacts, Figures, and Fallacies, from the Front LineHow to clean up UNDEPOSITED FUNDS in QUICKBOOKS!
🎙️Mitzi Sullivan CPA, Nick Grantham and Heather Swan CPA co-host their podcast called Facts, Figures and Fallacies from the Front Line. Everything from crypto currencies, changing tax laws, real estate and business management is all discussed here with you. Whether you are a teacher, contractor, business owner or stay at home parent we hope you join us each week as we share from a CPA's point of view, everything Facts, Figures and Fallacies from the Front Line!
Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teach...2024-10-2107 minFacts, Figures, and Fallacies, from the Front LineHomestead Exemption, 65 and over Ceiling, Property Tax Exemptions for Veterans & more!
Video Chapters
1. Intro - 0:00
2. Homestead Exemption - 00:16
3. Property Tax Exemptions For Disabled Veterans - 2:43
4. 65 and over ceiling - 5:03
5. Changing your communities rates - 7:17
6.. Sheriff Sales - 13:19
7. How is it determined where collected Taxes are spent - 20:28
8. Can the Tax Assessor / Collector Waive Penalties & Interest? - 23:28
🎙️Mitzi Sullivan CPA, Nick Grantham CPA, and Heather Swan co-host their podcast called Facts, Figures and Fallacies from the Front Line. Everything from crypto currencies, changing tax laws, real estate and business management is all discussed here with you. Whether you are a teacher, contractor, business owner or stay at home parent we hope you j...2024-10-1425 minFacts, Figures, and Fallacies, from the Front LinePay your KIDS to save on taxes?? (CPA explains how)Publication 929: https://www.irs.gov/pub/irs-pdf/p929.pdf
🎙️Mitzi Sullivan CPA, Nick Grantham CPA and Heather Swan co-host their podcast called Facts, Figures and Fallacies from the Front Line. Everything from crypto currencies, changing tax laws, real estate and business management is all discussed here with you. Whether you are a teacher, contractor, business owner or stay at home parent we hope you join us each week as we share from a CPA's point of view, everything Facts, Figures and Fallacies from the Front Line!
Topic...2024-10-0204 minFacts, Figures, and Fallacies, from the Front LineHow to EASILY clean up STALE TRANSACTIONS in Quickbooks!!
Other Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Want to have a client consultation with a CPA? Schedule your in-person or online appointment down below where we will find a better way.
In-Person Client Consultation:
https://calendly.com/mescpa/meeting
Online Client Consultation:
https://calendly.com/mescpa/online
About our firm:
Mitzi E. Sullivan CPA, PLLC is a established firm in Decatur TX that offers client-centered assurance, tax, and...2024-09-2007 minFacts, Figures, and Fallacies, from the Front LineHow to pay estimated Taxes Avoid IRS Penalties!
Today Nick explains how to pay estimated Taxes!
Disclaimer: This is an educational resource. Consult your personal Tax & Legal professionals for advice regarding your Tax and legal needs.
Other Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Want to have a client consultation with a CPA? Schedule your in-person or online appointment down below where we will find a better way.
In-Person Client Consultation:
https://calendly.com/mescpa/meeting
Online...2024-08-2305 minFacts, Figures, and Fallacies, from the Front LineSelf Employment Tax Savings Through the S Corp!
How to save over 15% on taxes just for filing as an S-Corp! Nick is here to teach you a business trick that can save you thousands!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding...2024-07-2602 minFacts, Figures, and Fallacies, from the Front LineHow to choose the RIGHT business entity for your business!
Today Mitzi, Nick, and Heather help you walk through how to choose the right business entity for your business!
Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Want have a client consultation with a CPA, schedule your in-person or online appointment down below where we will find a better way.
In-Person Client Consultation:
https://calendly.com/mescpa/meeting
Online Client Consultation:
https://calendly.com/mescpa/online
About our firm:
Mitzi...2024-07-2206 minFacts, Figures, and Fallacies, from the Front LineWrite-Offs & 1099 Subcontractor/Contractor Deductions!
Hey everyone! Have you ever heard of write-offs? They are expenses that a business can deduct from their taxable income, lowering the amount of taxes they owe. Join us in this new episode as we discuss how you can save the most for your business!
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Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation...2024-05-3123 minFacts, Figures, and Fallacies, from the Front LineSelf Employed? Home Office and Auto Deductions for the Self-Employed, Explained!
How much do you actually save with your auto deductions? Check out on this weeks podcast of Facts Figures and Fallacies from the Front Lines!
List of Deductions you can have for your business!
https://mescpatx.sharefile.com/d-s8b9fc24471ec46d8a5fb465fb06b37e9
Check out the link for the graph "Simplified Option or Regular Method Chart"
https://docs.google.com/presentation/d/17X586ohmeClNNiaURUpM1EgusEKfQBkGw2rSFjkXgGc/edit?usp=sharing
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized...2024-05-2422 minFacts, Figures, and Fallacies, from the Front LineThe Child Tax CreditToday Mitzi dives into C Corporations, and if it is right for you. If it is right for you.
Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Want have a client consultation with a CPA, schedule your in-person or online appointment down below where we will find a better way.
In-Person Client Consultation:
https://calendly.com/mescpa/meeting
Online Client Consultation:
https://calendly.com/mescpa/online
About our firm:
Mitzi...2024-05-1704 minFacts, Figures, and Fallacies, from the Front LineHow to add a vendor in QuickBooks!
bout our firm:
Mitzi E. Sullivan CPA, PLLC is a established firm in Decatur TX that offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
We serve clients all over North America working with Fortune 500 companies to Startup Businesses.
We keep everyone updated on the latest tax laws and businesses information so you don't have to.
Socials:
Mitzi's Musings
https://mescpatx.wordpress.com/
Facebook
https://www.facebook.com/mesullivancpa
Instagram
https://www.instagram.com/sullivanmitzi/
Twitter
https://twitter.com/ME_SullivanCPA
LinkedIn
https://www.linkedin.com/company/81544820...2024-05-0303 minFacts, Figures, and Fallacies, from the Front LineThe Augusta Rule! (14 Days Tax Free Rental Income)
Today Mitzi dives into the Augusta Rule! See if you qualify to take advantage of this not as well known Tax Strategy.
Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Want have a client consultation with a CPA, schedule your in-person or online appointment down below where we will find a better way.
In-Person Client Consultation:
https://calendly.com/mescpa/meeting
Online Client Consultation:
https://calendly.com/mescpa/online
Socials
...2024-04-2607 minFacts, Figures, and Fallacies, from the Front LineWhat to do if you MISS a Tax deadline! (First time penalty abatement from the IRS!)Video version: https://youtu.be/bhkoCUyfiqQ
Document discussed in this podcast
Form 843: https://www.irs.gov/pub/irs-pdf/f843.pdf
Today Nick dives into the topic of how to request first time penalty abatement from the IRS. (Tax Forgiveness letter).
Topics We Discuss On our Show
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Want have a client consultation with a CPA, schedule your in-person or online appointment down below where...2024-04-1903 minFacts, Figures, and Fallacies, from the Front LineHow to make invoices and sales receipts in QuickBooks!
In today's video Heather covers how you can properly take care of invoices and sales receipts
Other Topics We Discuss
Business Taxes
Bookkeeping Management
Tax Breaks for Business and Contractors
What to do with Crypto Taxes
Health Savings Accounts
Teachers Retirement Credits
Retirement Savings
Living Wills and Trusts
Real Estate Transfer and Taxes
1031 Exchange
Do you want to have a client consultation with a CPA? Schedule your in-person or online appointment down below where we will find a better way.
In-Person Client Consultation:
https://calendly.com/mescpa/meeting
Online Client Consultation:
https://calendly.com/mescpa/onlineSocials:Mitzi's Musingshttps://mescpatx...2024-04-1207 minFacts, Figures, and Fallacies, from the Front LineOwn a rental property? Watch this! (Cost Segregation Analysis)
Are you a real estate professional? 🏡Then this video is for you. Today Nick tackles the concept of the Cost Segregation Analysis (CSA). Real estate professionals who qualify can get a large refund if this strategy is done properly.
Videos Discussed
https://youtu.be/HfoHyHfrzx4
_________________________________________________________________________________________________
TIMESTAMPS ⏲️
INTRO: 0:01
Explanation of depreciation of property: 0:16
Benefits of a CSA: 0:44
How a CSA works: 1:10
Bucket Example: 1:32
Who doesn't qualify for a CSA: 2:22
How much for a CSA: 3:04
Benefits of a CSA generally outweigh the cost: 3:11
Socials
Mitzi's Musings
https://mescpatx.wordpress.com/
Facebook
https://www.facebook.com/mesullivancpa
Instagram
https://www.instagram.com/sulliva...2024-04-0504 minFacts, Figures, and Fallacies, from the Front LineWhat is Basis and Why is it Important for Partnerships and S Corps?
Do you know everything about your S Corps and Partnerships? Follow along the conversation with Jessica and Mitzi as Nick explains it all!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
expectations! Please...2024-04-0518 minFacts, Figures, and Fallacies, from the Front LineMy Side Gig is Growing into a Business, What Do I Do???
🌱 As your side business growing, it's time to strategize! 📈 Explore options, refine your brand, and make smart business steps. 💡 Always innovate and adapt to sustain that growth! 💪💼
Check out the videos shared by Jessica
S-Corporations Explained
• S-Corporations Explained with Mitzi E...
Subcontractor write-offs
• 1099 Subcontractor/Contractor Deducti...
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
expectations! Please visit MESCPATX.COM or call (940) 539-3238 for more information.
Mitzi's Musings
https://mes...2024-03-2820 min
The Veronica Edwards ShowCPA Chat: Extinguish Burnout & Spark Success with Michelle Tracz, CPASend us a textAre you feeling the heat of small business burnout? Fear not, because Michelle Tracz, our go-to CPA, joins me to reveal tips that are nothing short of a springtime revival for your entrepreneurial spirit. We're blowing out the candles on burnout by celebrating our CPA Chat success and sharing ways to keep your business passion burning bright. From the art of delegation to the strategic sorcery of outsourcing, we delve into how leaning on external talents for tasks such as accounting and marketing can arm your business against fatigue. Listen in, as we...2024-03-0622 minFacts, Figures, and Fallacies, from the Front LineWhat you NEED to know about a Revocable Living Trust
🏦 Secure Your Legacy with a Revocable Living Trust! 📜
Looking for a way to protect your assets, ensure privacy, and simplify the distribution of your estate? Look no further than a Revocable Living Trust! 🌟
Check out this video for more information: https://youtu.be/BLuD-0Cdk-c
🔐 Keep control of your assets during your lifetime.
🙅♀️ Avoid the costly and public probate process.
🤝 Ensure smooth management of your affairs if you're unable to.
👨👩👦👦 Customize your asset distribution to your family's needs.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Persona...2024-02-2315 minFacts, Figures, and Fallacies, from the Front LineRevenue Recognition Errors in Quickbooks
We are rolling in with a new episode from our other series, Quickbook Errors! In episode 7, Jessica is showing us how to recognize revenue.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
expectations...2024-02-1617 minFacts, Figures, and Fallacies, from the Front LineCrypto Mining Makes Me Self-Employed?
Does Crypto Mining Makes Me Self-Employed? ? Watch this podcast to find out! Tune in to this weeks episode to learn tax information that is critical to your business.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed...2024-02-0901 min
Facts, Figures, and Fallacies, from the Front LineCrypto Tax Savings
Whether you're a crypto investor, or you use crypto as a virtual currency, or you are in the crypto mining business 💵, understanding how taxes apply to your digital assets is crucial. So, let's get started! 💰
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
expectations! Please visit MESCPATX.COM or call (940) 539-3238 for more information.
Mitzi's Musings
https://mescpatx.wordpress.com/
Facebook:
https://www.facebook.com/
Instagram:
https...2024-02-0804 minFacts, Figures, and Fallacies, from the Front LineIs Your LLC Operating in Different States? This is What You Need to Do!Does your company do business in multiple states? All the operations and regulations can quickly get confusing. Jessica is here with Nick and Mitzi to explain everything you need to know about running your business!
Mitzi is the co-host with Nick and Jessica as they talk about all things from a CPA's POV. Each week, they will share their expertise knowledge on everything from crypto currency to the latest tax laws and so much more! Subscribe to my channel for guidance and pointers on the following:- Business Compliance- Business Income Taxation- Entity Formation and Taxation- Nonprofit- P...2024-01-1911 min
Facts, Figures, and Fallacies, from the Front LineBuying Rentals in a Self-Directed IRA!🏡💸 Join Mitzi, Jessica and Nick as we explain how you can buy Real Estate in a Self-Directed IRA! 🔄 We hope to turn your retirement dreams into reality on this episode of Facts, Figures and Fallacies!
Link to resource Nick shared in the episode!
Mitzi is the co-host with Nick and Jessica as they talk about all things from a CPA's POV. Each week, they will share their expertise knowledge on everything from crypto currency to the latest tax laws and so much more! Subscribe to my channel for guidance and pointers on the following:- Business Compliance- Business I...2024-01-1208 min
Facts, Figures, and Fallacies, from the Front LineImportant 2024 Changes In Business Deduction!What are the new tax exemptions? Filing 2023 taxes does not have to being confusing as Nick let's us know all the details for you to benefit the most out of your business! We are back with a new year and new episode of Facts, Figures and Fallacies!
Nick's Chart for Business Deductions
#BusinessExemptions2024 #TaxRelief2024 #SmallBusinessExemptions #Entrepreneurship2024 #BusinessOwner #TaxBreaks2024 #FinancialFreedom #SmallBizExemptions #2024BusinessBenefits #TaxSavings
Mitzi is the co-host with Nick and Jessica as they talk about all things from a CPA's POV. Each week, they will share their expertise know...2024-01-0514 min
Facts, Figures, and Fallacies, from the Front LineImportant 2024 Changes In Business DeductionWhat are the new tax exemptions? Filing 2023 taxes does not have to being confusing as Nick let's us know all the details for you to benefit the most out of your business!We are back with a new year and new episode of Facts, Figures and Fallacies!#BusinessExemptions2024 #TaxRelief2024 #SmallBusinessExemptions #Entrepreneurship2024 #BusinessOwner #TaxBreaks2024 #FinancialFreedom #SmallBizExemptions #2024BusinessBenefits #TaxSavings
Mitzi is the co-host with Nick and Jessica as they talk about all things from a CPA's POV. Each week, they will share their expertise knowledge on everything from crypto currency to the latest tax laws and so...2024-01-0514 min
Facts, Figures, and Fallacies, from the Front LineChecklist to Maximize Your Company Cash Before Jan 1st!🚀 Ready to start 2024 strong? 💰 Tune in to our latest podcast episode with Nick for the ultimate checklist to turbocharge your company's cash before January 1st! 📈
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client expectations! Please visit MESCPATX.COM or call (940) 539-3238 for more information.
Mitzi's Musings
Facebook
Instagram 2023-12-2902 min
Facts, Figures, and Fallacies, from the Front LineA CPA's Thoughts on When to Start Your Business!📊 CPA wisdom: When to start your business? Timing matters! 💡Consider market trends, financial readiness, and personal readiness. Nick says, – "Strategic planning is the key to a successful launch." Consult with a CPA for financial insights and set your entrepreneurial journey on a solid foundation! #BusinessStart #CPAInsights
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune...2023-12-1504 min
Facts, Figures, and Fallacies, from the Front LineWhy You Should Consult with Your CPA Before the End of Year!🗓️ Nick says, "Don't Wait!" Connect with your CPA before year-end to maximize your financial strategy. From tax planning to investment insights, a proactive consultation ensures you're making informed decisions for a strong financial future. 📊💡 #YearEndPlanning #FinancialWisdom #CPAAdvice
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client expectations! Please visit MESCPATX.CO...2023-12-0803 min
Facts, Figures, and Fallacies, from the Front LineYear-End Accounting Tasks to Close You Business Books!📚✨ As we approach the year's end, it's time to wrap up those financial chapters! 🎉📊 Jessica is here so you don't forget to tackle year-end accounting tasks!
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client expectations! Please visit MESCPATX.COM or call (940) 539-3238 for more information.
Mitzi's Musings
Facebook
Instagram 2023-12-0109 minFacts, Figures, and Fallacies, from the Front LineFederal Tax Return Reporting & Filing Requirements for Non-Profits (990, 990-EZ, 990-N)📊 Tax talk just got a whole lot more exciting! 💼 Today, Jessica dropped some serious knowledge on the 990 form. 🤓💡 Clearing up the mystique and making tax season a breeze! 💨 Ready to tackle the nonprofit numbers with confidence!
990 Tax Form
p4839
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding cl...2023-11-2404 min
Facts, Figures, and Fallacies, from the Front LineEarn Millions Tax-Free with the Mega Roth (Subtitle: No More Catch-Up Contributions? Secure Act 2.0)🚀 Exciting news in the financial world! The Mega Roth is a game-changer for retirement planning. 💸 Tax-free growth, larger contribution limits, and flexibility make it a top choice for savvy investors.
💼Mega Roth Graph
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client expectations! Please visit MESCPATX...2023-11-2207 min
Facts, Figures, and Fallacies, from the Front LineThe Backdoor Roth Loophole ($7,500 Tax Fee. No Income Limitations)The Backdoor Roth IRA loophole is a strategy that allows high-income earners to contribute to a Roth IRA by first making a nondeductible traditional IRA contribution and then converting it to a Roth IRA. This method takes advantage of the fact that there are no income limits for Roth IRA conversions, providing a way for individuals with higher incomes to access the benefits of tax-free Roth withdrawals.
More Information about the Backdoor Roth Loophole
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
...2023-11-1011 min
Facts, Figures, and Fallacies, from the Front LineTax Free Super Roth! (Tax Free In, Tax Free Earnings, Tax Free Out) HSAYou Maxed out Your Mega Roth IRA for the Year! 💰 Planning for a tax-free retirement is the way to go! Join Mitzi as they discuss the easy steps you take!
Health Savings Account Information
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
...2023-11-0309 minFacts, Figures, and Fallacies, from the Front Line2023 Update: Employee Retention Credit (ERC) and Supply Chain DisruptionJessica is here to help you understand the 2023 updates of the Employee Retention Credit (ERC) that introduces enhanced tax benefits and broader eligibility criteria.
Supply chain disruption remains a persistent issue, requiring companies to implement innovative solutions and strategic measures to mitigate the impact of delays and shortages on their operations.
Check out the links below for what was discussed in our podcast today!
Notice 2021-20https://www.irs.gov/pub/irs-drop/n-21-20.pdf
Alternative Link if the first does not work:https://drive...2023-10-2707 min
Facts, Figures, and Fallacies, from the Front LineTRS May Limit Social Security Benefits!Did you know, Teacher Retirement Systems (TRS) are pension plans for educators. 📚💼 TRS benefits can impact Social Security due to the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). WEP can reduce Social Security benefits for those with TRS pensions, and GPO can affect spousal or survivor benefits. It's crucial for teachers to understand these rules when planning for retirement. Secure your financial future! #Teachers #RetirementPlanning #FinancialSecurity 💰👩🏫👨🏫Check out the links below for what was discussed in our podcast today!To calculate your TRS benefit, log in to this link to MyTRS and visit the Benefit Calculator under Planning Tools. https...2023-10-2018 min
Facts, Figures, and Fallacies, from the Front LineMy Side Gig is Growing into a Business, What Do I Do???🌱 As your side business growing, it's time to strategize! 📈 Explore options, refine your brand, and make smart business steps. 💡 Aways innovate and adapt to sustain that growth! 💪💼
Check out the videos shared by Jessica
S-Corporations Explained https://youtu.be/BLuD-0Cdk-c
Subcontractor write-offs https://youtu.be/Qj47WWT9EZ4
Hi, I'm Mitzi E. Sullivan, CPA.
My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to...2023-10-1320 min
The Veronica Edwards ShowCPA Chat with Michelle Tracz - What's a B Corporation? Everything you need to know!Send us a textBecause B Corps are still a relatively new concept – the first companies were certified in 2007 – there’s a lot of confusion about what they actually are. Listen to today’s chat to learn more about B Corps! “CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for-profit and non-profit businesses! Stay tuned monthly for CPA Chat! https://www.michelletraczcpa.com/ 02-04-20252023-10-1116 minFacts, Figures, and Fallacies, from the Front LineEXPLAINED- Your Revocable Living Trust!🏦 Secure Your Legacy with a Revocable Living Trust! 📜
Looking for a way to protect your assets, ensure privacy, and simplify the distribution of your estate? Look no further than a Revocable Living Trust! 🌟
🔐 Keep control of your assets during your lifetime.
🙅♀️ Avoid the costly and public probate process.
🤝 Ensure smooth management of your affairs if you're unable to.👨👩👦👦 Customize your asset distribution to your family's needs.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-s...2023-10-0614 min
Facts, Figures, and Fallacies, from the Front LineEntering and Matching Bills in QBO📊 Mastering Bill Matching in QuickBooks with a Jessica! 💼
Are you ready to conquer your business finances like a pro? Join us for an exclusive session where we unravel the secrets of matching bills in Intuit QuickBooks with the guidance of a certified CPA! 💰💼
🔑 Learn how to streamline your accounting workflow.
💡 Discover tips for flawless expense management.
📈 Ensure financial accuracy and peace of mind.
👩💼 Get expert insights on optimizing QuickBooks.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public o...2023-09-2905 min
Facts, Figures, and Fallacies, from the Front LineCrypto Tax SavingsWhether you're a crypto investor, or you use crypto as a virtual currency, or you are in the crypto mining business 💵, understanding how taxes apply to your digital assets is crucial. So, let's get started! 💰
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Enti...2023-09-1504 min
The Veronica Edwards ShowCPA Chat w/ Michelle Tracz - Inflation Biggest Challenge Currently for Small Businesses!Send us a textThis show will discuss the state of the economy per the US Chamber of Commerce, specifically Inflation, and how this is effecting small business owners the remaining of the year and beyond. “CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for-profit and nonprofit businesses! Stay tuned monthly for CPA Chat! https://www.michelletraczcpa.com/ Michelle Tracz, CPA , CFE, PLLC2023-09-1321 min
Facts, Figures, and Fallacies, from the Front LineHow to Catch Reconciliation Errors in QBOOH no! You made a mistake in reconciling! That's okay, Jessica will get you on the right
track so you can continue killing it in your business!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
...2023-09-1209 min
Facts, Figures, and Fallacies, from the Front LineSelf Employment Tax Savings Through the S Corp!How to save over 15% on taxes just for filing as an S-Corp! Nick is here to teach you a business trick that can save you thousands!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
2023-09-0103 min
Facts, Figures, and Fallacies, from the Front LineWhat does Crypto Currency have to do with my Business?Are you mining Crypto Currency? Then you are self employed! Tune in to this weeks episode to learn tax information that is critical to your business.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Subscribe to my channel for guidance and pointers on the following: - Business Compliance - Business Income Taxation - Entity Formation and Taxation - Nonprofit - Personal Income Tax
From small businesses to F...2023-08-2502 minFacts, Figures, and Fallacies, from the Front LineWhat to do with a Business Partnership to Save on TaxesSo you started a business with a friend or colleague, how do you file taxes for both you and your business partner? Nick is here to answer that question for you today!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Subscribe to my channel for guidance and pointers on the following: - Business Compliance - Business Income Taxation - Entity Formation and Taxation - Nonprofit - Personal Income Tax
From sm...2023-08-1803 min
Facts, Figures, and Fallacies, from the Front LineCommon QuickBooks Online Errors: Matching in QBO to Avoid Double-Counting ExpensesCommon QuickBooks Errors is back! Here Jessica does a quick segment on how to avoid double-counting expenses in QBO. Save time and energy with less mistakes.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I...2023-08-1106 min
Facts, Figures, and Fallacies, from the Front LineHow To Save Taxes With Crypto SalesWe are continuing our series about Crypto Currency on this weeks episode with Mitzi. Join us on how you can save taxes with just one click of a button!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to...2023-08-0405 min
The Veronica Edwards ShowCPA Chat w/ Michelle Tracz - Summer Checklist for Small Business OwnersSend us a textNow that tax season has come and gone, some may argue that this slow(er) part of the year is even more challenging, since it requires you to get creative with revenue generation. So we are going to discuss today some Summer Checklist items that can help keep your business growing and efficient! “CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for nonprofit and for-profit businesses! Stay t...2023-08-0220 min
Facts, Figures, and Fallacies, from the Front LineTHE Rental Loophole!Nick joins us today to explain in this short video how to save in taxes if you own a Air bnb.
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
...2023-07-2802 min
Facts, Figures, and Fallacies, from the Front LineCommon QuickBooks Online Errors: Accounting for Payroll!We are rolling in with a new episode from our other series, QuickBooks Errors! In episode 7, Jessica is showing us how to recognize revenue.
How much do you actually save with your auto deductions? Check out on this weeks podcast of Facts Figures and Fallacies from the Front Lines!
Check out the link for the graph "Simplified Option or Regular Method Chart"
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from ince...2023-07-1419 min
Facts, Figures, and Fallacies, from the Front Line2 Great Tax Deductions for Business OwnersHow much do you actually save with your auto deductions? Check out on this weeks podcast of Facts Figures and Fallacies from the Front Lines!
Check out the link for the graph "Simplified Option or Regular Method Chart"
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation...2023-06-3024 min
Accounting For YouWhat Does a CPA Firm Do After Tax Season and What Does That Mean for Me?In this episode, Jay and Chris explain that CPA firms do so much more than tax returns during tax season. They discuss the different services that they offer for both individual and business clients such as bookkeeping, financial statements, tax notices, tax planning, and so much more! Listen now to learn how a CPA firm can possibly help you!Don't forget to subscribe to our channels! We appreciate support from our listeners.http:///www.arcpas.comhttp://www.arcpas.com/podcast-mainhttp://www.theaccountingpodcast.comhttp://www.youtube.com/@accountingforyoupodcast/https...2023-06-1916 min
Facts, Figures, and Fallacies, from the Front LineThe 8th Wonder of the World: Compound Interest
We are back with another episode talking about what EVERYONE NEEDS TO KNOW! Come listen to the wisdom of Einstein and what Mitzi says about Compound Interest.
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Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies...2023-06-1620 min
The Veronica Edwards ShowCPA Chat w/ Michelle Tracz - All Things Payroll?Send us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! https://www.michelletraczcpa.com/ 02-04-20252023-06-1420 min
Facts, Figures, and Fallacies, from the Front LineCommon QuickBooks Online Errors: Revenue Recognition Errors!We are rolling in with a new episode from our other series, Quickbook Errors! In episode 7, Jessica is showing us how to recognize revenue.
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Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses...2023-06-0217 min
Facts, Figures, and Fallacies, from the Front Line4 Ways to Save with New Tax Credits in 2023Update your house with NEW TAX ENERGY CREDITS! Join us today as Mitzi explains how you qualify!
FORM 8908
FORM 5695
APPROVED HOME UPGRADE LIST
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
...2023-05-1917 min
The Veronica Edwards ShowCPA Chat w/ Michelle Tracz - What are Attest Services?Send us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! https://www.michelletraczcpa.com/ 02-04-20252023-05-1722 min
Facts, Figures, and Fallacies, from the Front LineWhat is Basis and Why is it Important for Partnerships and S Corps?Do you know everything about your S Corps and Partnerships? Follow along the conversation with Jessica and Mitzi as Nick explains it all!
Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income Tax
From small businesses to Fortune 500 companies, I am committed to exceeding client
...2023-05-0618 min
Accounting For YouWhy Do I Need A CPA? What's the difference between a CPA and a bookkeeper?In this episode, Jay and Chris discuss the key differences between CPAs and bookkeepers. What can CPAs offer you as a business owner that bookkeepers can't? Tune in to learn how hiring a CPA firm can benefit you and your business! Don't forget to subscribe to our channels! We appreciate support from our listeners.http:///www.arcpas.comhttp://www.arcpas.com/podcast-mainhttp://www.theaccountingpodcast.comhttp://www.youtube.com/@accountingforyoupodcast/https://www.facebook.com/adkinsreynoldshttps://www.instagram.com/adkinsreynoldscpas/2023-04-2410 min
Facts, Figures, and Fallacies, from the Front LineHow to Side Step Taxable Gains Using a 1031 Exchange! - Real Estate EditionHow do you save money on real estate? Join us today for another episode as we discuss what tax deductions you can get when looking into selling and buying property!
1031 Examples
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Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
- Business Income Taxation
- Entity Formation and Taxation
- Nonprofit
- Personal Income...2023-04-2117 min
The Veronica Edwards ShowCPA Chat: Non Exempt Employees vs Exempt Employees - What is the difference?Send us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! https://www.michelletraczcpa.com/ FB Michelle Tracz, CPA , CFE, PLLC02-04-20252023-04-1218 min
Facts, Figures, and Fallacies, from the Front LineSubcontractor Deductions & Write-OffsHey everyone! Have you ever heard of write-offs? They are expenses that a business can deduct from their taxable income, lowering the amount of taxes they owe. Join us in this new episode as we discuss how you can save the most for your business!
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Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering.
Subscribe to my channel for guidance and pointers on the following:
- Business Compliance
...2023-04-0724 minAccounting For YouTax Preparation: Should I Go To a CPA or a National Tax Prep Firm?In this episode, Chris and Jay discuss why you should should choose a CPA firm to have your individual and business taxes prepared each year. There is a difference, so listen in and find out why!Don't forget to subscribe to our channels! We appreciate support from our listeners.http:///www.arcpas.comhttp://www.arcpas.com/podcast-mainhttp://www.theaccountingpodcast.comhttp://www.youtube.com/@accountingforyoupodcast/https://www.facebook.com/adkinsreynoldshttps://www.instagram.com/adkinsreynoldscpas/2023-03-2108 min
The Veronica Edwards ShowCPA Chat: What's the Difference Between an Employee and a Contractor?Send us a textDescription “CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for-profit and non-profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252023-03-1520 min
The Veronica Edwards ShowCPA Chat: "1099's" w/ Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for-profit and nonprofit businesses! Stay tuned monthly for CPA Chat! 02-04-20252023-02-0822 min
The Veronica Edwards ShowCPA Chat: Software w/ Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for-profit and nonprofit businesses! Stay tuned monthly for CPA Chat! 02-04-20252023-01-1822 min
The Concierge CPA17 - The Process Guy with Hall CPA PLLC's Brandon HallYour host, Jackie Meyer, talks with Brandon Hall, a Managing Partner at Hall CPA PLLC. Hall CPA offers accounting and tax services to grow your real estate business. Their specialized real estate expertise uncovers opportunities other CPA firms miss. 80% of their advisors are real estate investors, and 100% are real estate investment experts. Their elite team of Real Estate CPAs will guide you through proactive tax planning and outsourced accounting services. After working with over 800+ investors, they designed four core services to meet the needs of growth-minded real estate investors. To learn more about Brandon's work, click HERE.2023-01-1651 min
Facts, Figures, and Fallacies, from the Front LineOpportunity ZonesThe team is back in the Branded Social, LLC studio with another podcast episode. Today, Mitzi talks about getting tax-free gains using oportunity zones. You can follow the link below to see if you are in an opportunty zone. https://opportunityzones.hud.gov/resources/map
Here are some notes from today's episode. If you have any quesitons, don't hesitate to reach out to us!
Tax Free Gains Using O-Zones
● Created through the Tax Cuts & Jobs Act of 2017;
○ Subchapter Z of the US Tax Code—also known as the opportunity zone provisions.
● Offer incentives, in the form of capital gains tax abatemen...2023-01-0644 minFacts, Figures, and Fallacies, from the Front LineActive or Passive?Here is the next episode! Today, Nick discusses the differences between active and passive income.
2022-12-2213 min
The Veronica Edwards ShowCPA Chat "Types of CPA's" w/ Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for-profit and nonprofit businesses! Stay tuned monthly for CPA Chat!02-04-20252022-12-2123 minFacts, Figures, and Fallacies, from the Front LineActive or Passive? That Is the QuestionJoin the team as Nick dives into the question, "What's the difference between active and passive income?". Please comment any questions you have about this episode or our previous episodes. Make sure to follow the links below to engage with us on the other platforms.
Check out our other platforms!
YouTube Channel
https://www.youtube.com/channel/UCK7PaFz0pGCSOt-5_PELCiA
Mitzi's Musings Blog
https://mescpatx.wordpress.com/
Instagram
https://www.instagram.com/sullivanmitzi/
Twitter
https://twitter.com/ME_SullivanCPA
2022-12-0219 minFacts, Figures, and Fallacies, from the Front LineThe Latest Updates on the Employee Retention CreditWe're back with another podcast episode with Mitzi and the team! Today, Jessica explains some updates to the employee retention credit that started during COVID-19.
Check out our other platforms!
YouTube Channel
https://www.youtube.com/channel/UCK7PaFz0pGCSOt-5_PELCiA
Mitzi's Musings Blog
https://mescpatx.wordpress.com/
Instagram
https://www.instagram.com/sullivanmitzi/
Twitter
https://twitter.com/ME_SullivanCPA
LinkedIn
https://www.linkedin.com/company/mitzi-e-sullivan-cpa-pllc/2022-11-2315 min
The Veronica Edwards ShowCPA Chat: "Outsourcing" with Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252022-11-0921 minFacts, Figures, and Fallacies, from the Front LineManaged Account Services and Taking it to the Next LevelWatch this episode and learn why you should use Managed Accounts Services for your business. Jessica does a great job breaking it down so we can understand the benefits!
Check out our other platforms!
YouTube Channel
https://www.youtube.com/channel/UCK7PaFz0pGCSOt-5_PELCiA
Mitzi's Musings Blog
https://mescpatx.wordpress.com/
Instagram
https://www.instagram.com/sullivanmitzi/
Twitter
https://twitter.com/ME_SullivanCPA
LinkedIn
https://www.linkedin.com/company/mitzi-e-sullivan-cpa-pllc/2022-10-2716 min
The Veronica Edwards ShowCPA Chat with Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that arebeneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252022-10-1922 minFacts, Figures, and Fallacies, from the Front LinePay 0 Dollars in Tax using the 1031 ExchangeHere's episode two of Facts, Figures, and Fallacies from the Frontlines! In this episode, Mitzi explains using the 1031 exchange to help you pay zero dollars in taxes. Don't forget to ask any tax-related questions!
Check out our other platforms!
YouTube Channel
https://www.youtube.com/channel/UCK7PaFz0pGCSOt-5_PELCiA
Mitzi's Musings Blog
https://mescpatx.wordpress.com/
Instagram
https://www.instagram.com/sullivanmitzi/
Twitter
https://twitter.com/ME_SullivanCPA
LinkedIn
https://www.linkedin.com/company/mitzi-e-sullivan-cpa-pllc/2022-10-1319 minFacts, Figures, and Fallacies, from the Front LineNow is the time to Convert your Roth IRAHere is the first full episode of our new podcast! We hope you learn something new, get some questions answered, and find it easier to understand your financials. Feel free to as any tax-related questions. 2022-10-1317 min
Influencing EntrepreneursEpisode 402 Part 2 - Nesha Pai [Pai CPA, PLLC]Episode 402 Part 2 - Nesha Pai [Pai CPA, PLLC] by Nexagy Education2022-10-1011 minInfluencing EntrepreneursEpisode 402 Part 1 - Nesha Pai [Pai CPA, PLLC]Episode 402 Part 1 - Nesha Pai [Pai CPA, PLLC] by Nexagy Education2022-10-1009 min
Facts, Figures, and Fallacies, from the Front LineIntro TrailerWelcome to Facts, Figures, and Fallacies from the front line! Mitzi introduces the team and explains why we are starting this podcast. Stay tuned for more episodes!2022-09-1503 min
The Best of LKN127: Tips for Starting a Small Business in NC - Meet Bob Schwinn with Schwinn CPA PLLCIn this episode, I sit down with Bob Schwinn, the principal at Schwinn CPA (PLLC), an accounting firm in Cornelius that specialized in assisting small businesses with their accounting, bookkeeping, and tax preparation needs. Bob shares a checklist to help guide you in the formation for starting a business in North Carolina, as well as some information on potentially lucrative tax incentives for small businesses in 2022.Schwinn CPA PLLCDownload the Small Business Start-Up Checklist HERE.Information for important potential tax incentives in NC*:NC Pass-Through Entity Tax*NC Employee...2022-09-1340 min
The Veronica Edwards ShowCPA Chat with Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! This episode covers June/July 2022.02-04-20252022-06-2225 min
The Veronica Edwards ShowCPA Chat with Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252022-05-1822 min
Earmark Podcast | Earn Free Accounting CPEReal talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLCThank you to our sponsorsAccountests: https://www.accountests.comBooksTime: https://www.bookstime.com/accountantsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Brandon HallLinkedIn: https://www.linkedin.com/in/brandonhallcpa/Learn more about Hall CPA PLLCCompany website: https://www.therealestatecpa.com/2022-04-3058 min
The Veronica Edwards ShowCPA Chat - LLC Business StructureSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! This month's CPA Chat is a deep dive on limited liability companies (LLC)! Learn more on what an LLC is, how to set one up, tax advantages, and much more! Stay tuned monthly for CPA Chat! 02-04-20252022-04-1322 min
The Veronica Edwards ShowCPA Chat: "Business Structures"Send us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for profit and non profit businesses! This month's CPA Chat is on understanding the top business structures, which are: sole proprietorship, partnerships, corporations and limited liability companies! Stay tuned monthly for topics all small business owners need to know in regards to Accounting!02-04-20252022-03-2523 min
The Veronica Edwards ShowCPA Chat Series - "Non-Profits" with Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financial topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat!02-04-20252022-02-2521 min
The Veronica Edwards ShowCPA Chat with Michelle Tracz: TOPIC: "Sales Tax"Send us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a new monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252022-01-2121 min
The Veronica Edwards Show"CPA Chat" with Michelle Tracz - Part 2Send us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a new monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252021-12-1722 min
The Veronica Edwards Show“CPA Chat” featuring fellow CPA Michelle TraczSend us a text“CPA Chat” featuring fellow CPA Michelle Tracz, Owner of Michelle Tracz, CPA, CFE, PLLC is a new monthly segment on the Veronica Edwards Show! On CPA Chat we discuss financials topics that are beneficial for, for profit and non profit businesses! Stay tuned monthly for CPA Chat! 02-04-20252021-11-1923 min