Shows
Registered Investment Advisor PodcastWhy Your CPA Should Be a Strategic Partner, Not a Transactional VendorThink all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory services to small business owners. From entity structure mistakes to missed deductions and real-time dashboards, Chase reveals what your CPA should be doing for your bottom line.
Key...2025-06-0413 min
The Debt Free Dad Podcast318. Stop Overpaying Taxes! How to Make the Most of Your IncomeSubscribe to Simplify My Money: https://www.debtfreedad.com/newsletters/simplify-my-moneyTaxes play a bigger role in your debt-free journey than you think! In this episode, CPA Chase Insogna joins Brad Nelson to break down tax strategies that can help you keep more of your money, avoid costly mistakes, and accelerate your path to financial freedom. Connect with Chase: https://insognacpa.com/Support the showThe Totally Awesome Debt Freedom Planner https://www.debtfreedad.com/planner C...2025-02-1819 min
School for Startups RadioFebruary 6, 2025 – Entrepreneurial Environmentalist Wayne Elliott and CPA Super Corp. Chase InsognaWayne Elliott – Ship Recycling and Strauss Naturals Advocate
Wayne Elliott has been in the ship recycling business for 40 years. His company can take a 1000-foot-long ship and reduce it to a pile to reusable materials. He has grown into other areas such as battery recycling. He recounts his life-changing experience with SHD, a health supplement he stumbled upon after battling angina and its debilitating symptoms. Struggling with leg cramps, shortness of breath, night sweats, and chest pains, Wayne also grappled with anxiety and a lack of energy, resigning himself to the fate of heart-related issues that plagued his...2025-02-0653 min
The Richer GeekBuild Wealth and Grow Your Business with Expert CPA TipsWelcome back to The Richer Geek Podcast! Today’s guest is Chase Insogna, founder of Insogna CPA, a highly successful CPA and investment advisory firm based in Austin, Texas. Chase specializes in helping business owners not only manage their finances but also strategically grow their wealth while building their businesses. In this episode, we're discussing... Why finding a CPA who doubles as a business advisor can transform your financial strategy The importance of proactive communication and collaboration with your CPA What to expect during the client onboarding process with a CPA...2025-01-2224 min
Are You Awesome Today?Build Your Wealth While You Build Your Business with Chase InsognaThis week, our guest is Chase Insogna. He is the founder of Insogna CPA and has a passion for helping business owners to build wealth while they build their businesses. Listen in to learn about… Budget Cash Flow Advisor Goals Opportunities 2024-10-2116 min
Business Innovators RadioInterview with Chase Insogna CEO and Founder of Insogna CPAChase Insogna is an expert in tax planning and financial advisory with over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his growing experienced team help transform the financial futures of many valued clients through strategic tax planning and advisory services, with a large vertical in e-commerce businesses. His firm is renowned for being proactive, communicating timely, transparent pricing, and exceptional client service. Recognized recently by the Inc. 5000 Region List for 4 years , Chase and his team are dedicated to helping business owners achieve their own financial freedom, sharing practical advice and insights, and...2024-08-0719 min
Marshall Sylver Live#89: Chase Insogna: Transforming Financial Futures Through Professional Tax PlanningWe welcome to "Marshall Sylver LIVE" Chase Insogna. Mr. Insogna is a seasoned expert in tax planning and financial management with over two decades of experience. As the founder and president of Insogna CPA, based in Austin, Texas, Chase has dedicated his career to helping business owners, particularly in the e-commerce sector, navigate complex tax issues and grow their wealth. His innovative strategies and engaging insights have transformed the financial futures of numerous clients. Chase is passionate about entrepreneurship, wealth-building, and leveraging tax laws for business growth. In addition to his professional achievements, Chase is committed to educating others...2024-06-281h 09
Business Mastery Podcast138. "Tax Strategies with Chase Insogna"Send us a textDawn talks with Chase Insogna, founder of Insogna CPA, a highly successful Austin, Texas-based CPA accounting firm. What makes Chase and Insogna CPA different from other accounting firms and investment advisors is that he works with business owners to build their wealth while they’re building their businesses. Dawn and Chase talk about tax strategies and some things to consider.In this episode…Who is Chase Insogna and whom does he serve? (00:59).Do you think we're missing out by only talk...2024-05-2927 min
Money & You with Michelle PerkinsEP 118 Gaining Tax Advantages For Student Athletes and Entrepreneurs!In this episode, Michelle Perkins discusses the unique topic of gaining tax advantages for student athletes and how you can see the parallels for entrepreneurs. The guest for this episode is Chase Insogna, an expert in “name image likeness” (NIL) deals and wealth building strategies for student athletes. A CPA, Chase also joins the conversation to provide insights on tax planning and financial management for student athletes as well as business owners.. Chase is passionate about athletics and entrepreneurship, specializing in NIL deals and guiding student athletes through tax implications and wealth building strategies. Chase focuses on the uniq...2024-02-1341 min
Tax Rep Network with Eric Green159. Using Your Tax Practice to Build Wealth with Chase Insogna by Tax Rep NetworkJoining Eric on this week’s podcast is Austin-based CPA Chase Insogna, who discusses how he set up his accounting practice to maximize his wealth and those of his clients.2024-02-0127 min
Financial Survival NetworkMaximizing Your Deductions and Structuring for Your Success -- Chase Insogna #5965Kerry Lutz interviews Chase Insogna about end-of-year tax planning tips for business owners. Chase emphasizes the importance of being proactive with tax planning and bookkeeping, recommending hiring a CPA, making big purchases for Section 179 deduction or bonus depreciation, and selling stocks to offset gains. He also suggests setting up an LLC S Corp, having clean books, paying a reasonable salary, and saving for retirement. They discuss the benefits of paying your kids and spouse, including tax savings and maximizing deductions, and the importance of tax planning and business structure. They recommend considering S-corp for tax planning and ongoing accounting for...2023-12-1309 minKerry Lutz's--Financial Survival NetworkMaximizing Your Deductions and Structuring for Your Success -- Chase Insogna #5965Kerry Lutz interviews Chase Insogna about end-of-year tax planning tips for business owners. Chase emphasizes the importance of being proactive with tax planning and bookkeeping, recommending hiring a CPA, making big purchases for Section 179 deduction or bonus depreciation, and selling stocks to offset gains. He also suggests setting up an LLC S Corp, having clean books, paying a reasonable salary, and saving for retirement. They discuss the benefits of paying your kids and spouse, including tax savings and maximizing deductions, and the importance of tax planning and business structure. They recommend considering S-corp for tax planning and ongoing accounting for...2023-12-1309 min
The Next-Level Income ShowEp 173: How to Build WEALTH As Your Build Your Career or Business with Chase InsognaIn this episode, join us in an insightful episode featuring Chase Insogna, the visionary founder of Insogna CPA, an accounting firm in Austin, Texas. Chase's unique approach to accounting and investments sets him apart, as he actively collaborates with business owners to grow their wealth while they're nurturing their businesses.
Chase shares his passion for entrepreneurship and small business, emphasizing the importance of saving money and making smart investments along the way. Discover the secrets to building wealth concurrently with your career or business, avoiding the common pitfall of having all your assets tied up in your enterprise when you're...2023-10-1733 min
Secrets To Scaling Your Ecommerce BrandEp 490: How To Build Personal Wealth In DTC with Chase Insogna, Insogna CPASend us a textCreate buckets of cash to secure short-term savings, invest in retirement accounts, and keep liquid cash for emergencies and business operations. In this episode, Jordan West and Chase Insogna, CEO and Founder of Insogna CPA navigates the complexities of taxes and financial planning. Together, they delve into the importance of strategic financial management and offer practical tips for entrepreneurs in the ecommerce space. Listen and learn in this episode!Key takeaways from this episode:Reinvesting all profits back into the...2023-10-0626 min
Healthy Wealthy & Wise AccountantsThe Entrepreneurial CPA: Growing a Firm to Grow a LifeOn 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-cgmahttps://insognacpa.com/Connect with Heidi Henderson:LinkedIn : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/...2023-08-0153 min
Choppin with FireUnraveling the Complexities of College Sports: From NCAA Scandals to Conference Shifts and NIL EarningsAre you ready to unravel the intricate realities of college sports, especially the NCAA? From a revealing discussion on the recent Northwestern hazing scandal and the role of Pat Fitzgerald, to a deep analysis of the NCAA transfer portal - you're sure to gain a fresh understanding of the college sports landscape. Thanks to our expert guests - Alex, Chase, Dwayne, Dustin and Jaden - we also explore the potential impact of transfers on athletes and the sport as a whole.Switching gears, we examine the implications of San Diego State University's move from the Mountain West...2023-07-161h 31
The Alternative Investing AdvantageEpisode 71: Understanding Investment Tax Issues with Chase InsognaIn this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Chase Insogna of Insogna CPA. Together they discuss tax issues related to easement investing and other investor related tax issues.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
Website: https://www.AdvantaIRA.com/
LinkedIn: https://www.linkedin.com/company/Adva...
Twitter: https://twitter.com/AdvantaIRA
Facebook: https://www.faceboo...2023-06-2842 min
Massive Passive Cash Flow PodcastEpisode 212: Expert Advice for Property Owners and Investors, with Chase InsognaChase Insogna, CPA, CGMA is the President of Insogna CPA PC based in Austin, TX., specializing in paperless QuickBooks and income tax preparation. A graduate of Texas State University with a BBA in Accounting and Management, he received his CPA designation and is licensed to practice in the State of Texas. Chase also received his Chartered Global Management Accountant (CGMA) for those who are globally recognized management accountants. Chase's CPA firm, Insogna CPA PC, serve filmmakers through the use of their paperless and cloud-based technologies. These technologies allow the firm the ability to serve their...2023-06-2141 min
Ecommerce Wizards PodcastWealth-Building & Tax Saving Strategies for Ecommerce Store Owners and Entrepreneurs in USA & CanadaAs President of Insogna CPA, Chase Insogna is passionate about helping small businesses and their owners with accounting, tax strategy, and wealth building. Since its inception in 2011, Chase has grown the business to include a team of highly-trained professionals that use tech-savvy solutions to create efficiencies and provide expertly designed and transparent advisory, coaching, planning, and strategy. In this episode… Are you a small business owner who’s focused on growing your business? That’s one crucial aspect of running a business, but how much planning have you put into your long-term goals? For ma...2023-04-0643 min
E-Commerce Secrets To Scale120 - Tax Strategies For E-Commerce Business Owners With Chase InsognaThis week on the show, Chase Insogna from Insogna CPA joins me to talk about some tax strategies that you can use for your e-commerce business. This one is for all of you business owners running an online store, but it’s also just as valuable for those that are thinking about starting their own e-commerce store as well. If you’re looking for some tax strategies to help your business pay less in taxes, stick around for this week’s episode!2023-03-2124 min
The Optimized Store Owner ShowGrow Your Wealth While You Grow Your Online Store With Chase InsognaIn this interview, we have Chase Insogna on the podcast. Chase has successfully grown a CPA practice with double-digit growth for the past 11 years. He's build a model, and now works with ecommerce business owners to build their wealth while they build their business.You'll going to learn these three things and more:How to use your CPA to work in the gray areaHow you should be planning your business for the future to generate wealthAnd key areas that almost every business owner is missing when filing their taxesLearn more about Insonga CPA2022-12-1237 min
The Practical Wealth ShowHelping Ecommerce Business Owners to Build Wealth While They Build Their Business with Chase Insogna, CPAIn this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on taxes and pay the IRS the least amount legally possible. Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 ye...2022-12-0137 min
Strategic Advisor BoardEpisode 327 "War Room Round Table": CPA Chase Insogna, I’m charging you for this conversationIn this episode, Phillip Lanos and Jason Miller are joined by Chase Insogna, Founder, and CEO of Insogna CPA. Chase Insogna, works with e-commerce business owners to help them build their personal wealth while building their businesses.Tune in to learn more!For more go to: https://www.strategicadvisorboard.comConnect:Strategic Advisor Board: www.linkedin.com/company/strategic-advisor-boardJason Miller: www.linkedin.com/in/jasontmiller-sabPhillip Lanos: www.linkedin.com/in/philliplanosChase InsognaLinkedIn: www...2022-11-2225 min