Shows
Healthy Wealthy & Wise AccountantsFrom Tax to Protection: How Insurance Can Save You ThousandsIf you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.Website Link: www.Deferred.comSummaryIn this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding...2025-05-0744 min
CPA Trendlines PodcastsHeidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPAPivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.More Jackie MeyerHenderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps CPAs and their clients unlock substantial tax...2025-04-2848 min
Healthy Wealthy & Wise AccountantsClicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at MarketingSummaryIn this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their...2025-04-0845 minHealthy Wealthy & Wise AccountantsYour Health is Your ROI: Xavier Serrano on Peak Performance for Busy EntrepreneursSummaryIn this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.2025-04-0141 minHealthy Wealthy & Wise AccountantsFirewalking, Focus, and Fearless Growth: Lessons from Dug McGuirkSummaryShow Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.comwww.LegendaryCustomerExperience.comFacebook: https://www.facebook.com/dug.maxx.mcguirkLinkedIn: https://www.linkedin.com/in/drdug/Instagram: https://www.instagram.com/dugsixTikTok / Other: https://www.tiktok.com/@dugandheidiIn this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of...2025-03-271h 05Healthy Wealthy & Wise AccountantsThe Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value PricingSummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in...2025-03-1338 minHealthy Wealthy & Wise AccountantsFrom Rocking Charts to Tax Smart: Alex White on Business, Incentives & InnovationSummaryRequest an Engineered Opportunity Report: CLICK HEREFollow Alex White: (3) Alexander S. White | LinkedInBook Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect...2025-03-0548 minHealthy Wealthy & Wise AccountantsThe Ironman of Tax Strategy - Dave Lukas of TaxPlanIQSummaryDiscount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.Takeaways2025-02-2557 minHealthy Wealthy & Wise AccountantsDemystifying the World of Oil & Gas InvestingSummaryIn this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differentiates itself from competitors by focusing on proven production areas and strong partnerships with major operators. The discussion concludes with advice for...2025-02-1854 minHealthy Wealthy & Wise AccountantsUnleashing the Wild Side: Alex Wild on Being a Bold CPAVisit: Home - Wild Thing Tax to Contact AlexSummaryIn this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation...2025-01-2839 minHealthy Wealthy & Wise AccountantsYour Best Bet for Negotiating Insurance Payouts - Victory ClaimsSummaryIn this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on...2025-01-2136 min
Movers & Shapers: A Dance PodcastMSP 183: Heidi HendersonSomething About the Way She Moves with Heidi Henderson Vibrant, humble, and down-to-earth, Heidi Henderson is a Professor at Connecticut College and also the artistic director of elephant JANE dance, where she brings her unique vision and creativity to the stage. From Maine, to New York City, to Rhode Island, Heidi is a four-time recipient of the Rhode Island State Council on the Arts Choreography Fellowship. Her work has been performed internationally in London and Korea, as well as at renowned venues like Jacob’s Pillow, The Flynn Space, and the Bates Dance Festival. She has danced wi...2025-01-2043 min
The Concierge CPA59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?2025-01-1348 min
The Concierge CPA58 - Maximizing Tax Strategies: Heidi Henderson on CPA InnovationsIn this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?00:11:39 What is...2024-12-0448 min
PowerFemme88. How to Stop Trading Time for Money with Haley HendersonIn this episode of The PowerFemme Podcast, host Heidi McMahan sits down with Haley Henderson, an 6 figure entrepreneur, mom, and founder of The VA Girlies Agency. Haley shares her journey from leaving a traditional 9-to-5 job to building a thriving business that empowers women to create lives they love. As someone who initially just wanted to be a stay-at-home mom, Haley talks about taking the plunge into entrepreneurship, scaling her business, and finding the perfect balance between work and family life.
Discover the steps to monetize your skillset, the mindset shifts that will allow you to move...2024-11-1755 min
WINNERS IN BUSINESSEpisode 10: Navigating Career Transitions: From Traditional Accounting to Tax Consulting Success with Heidi HendersonIn this episode, Heidi, a reformed accountant, shares her journey of reinvention and personal growth. After starting her career in accounting and later transitioning into real estate and custom home building, Heidi realized the traditional accounting path no longer fulfilled her.
Taking a leap of faith, she joined Engineered Tax Services 13 years ago, inspired by her sister, a partner at the firm. Despite being an introvert, Heidi embraced the consulting world, helping business owners and real estate investors navigate tax strategies. Her story emphasizes the importance of adapting to change and embracing new opportunities for growth.2024-11-0732 min
ArtscapeHeidi Henderson’s ‘untitled sad piece’ brings contemporary dance to a Rhode Island skating rink
Heidi Henderson is a dancer and choreographer who lives in Wakefield. Her latest work is called untitled sad piece and it’s a collection of 10 dances: solos, duets, trios and ensemble pieces with all five members of her company, Elephant Jane Dance. Untitled sad piece is set to the music of The Carpenters, the 1970s brother-sister duo known for the sweetly sad voice of Karen Carpenter. Elephant Jane Dance will perform the piece tonight (Thursday, 11/7) at United Skates of America in Rumford.
The post Heidi Henderson’s ‘untitled sad piece’ brings contemporary dance to a Rhode Island skating...2024-11-0702 min
The Mr. R ShowEp. 14 | Unlocking Real Estate Through Cost Segregation StudiesFREE CPE (1 credit) via EarMark: https://www.earmark.app/c/1779About the Guest: Heidi Henderson Heidi is a seasoned tax professional and the Executive Vice President at Engineered Tax Services (ETS). With over two decades of experience in the tax industry, Heidi specializes in cost segregation studies and various specialty tax services, bringing extensive expertise to real estate tax strategies. Her career is marked by a dedication to helping clients legally and ethically maximize their tax benefits through engineering-based solutions. She is a distinguished speaker and a prominent figure in the tax planning community.E...2024-09-1557 min
Breast Implant Illness Hope for HealingLet's Talk Silicone Detox----Why is it just hanging out?Cecily and Heidi talk in depth about why silicone likes to "hang-out" in the body. Learn about dimethylsiloxane and how breast implants affect your health!! 2024-06-2309 min
Breast Implant Illness Hope for HealingExplant Nightmare--Heidi Nichole's story Part 2Safe explanting is so important in the healing process. Heidi gives tips and information on how to have a safe explant as well as her breast implant illness awareness efforts. There is hope for healing!2024-05-2413 min
Breast Implant Illness Hope for HealingExplant Nightmare--Heidi Nichole's story Part 1Heidi Nichole's explant story is difficult and painful. She was able to overcome and heal thanks to Functional Medicine and divine help. No matter what you have gone through, there is always hope in healing. 2024-05-2420 min
Breast Implant Illness Hope for HealingDepression and Breast Implant Illness--Heidi Nichole's storyDepression can be a major factor in Breast Implant Illness. Heidi Nichole tells her intriguing story of Breast Implant illness associated depression. She found strength to heal and is now advocating for others, spreading BII awareness all over Austin, TX. Please visit Fly By Pedal Cab for more information.2024-05-1016 min
Morgue RatsEpisode 50: Blame It On The DevilIn this episode, our death story talks about Satanic Panic and how innocent people got swept up in the hysteria, and our funeral home story tells of the time the undertaker’s wife walked in on the aftermath of a satanic ritual—or so it seemed. Sources:
Satanic panic - Wikipedia
West Memphis Three | Background & Trial | Britannica
https://en.m.wikipedia.org/wiki/Michelle_Remembers
https://famous-trials.com/mcmartin/902-home
https://www.goupstate.com/story/news/crime/2014/08/26/henderson-county-man-walks-free-after-20-years-in-prison/30073555007/2024-05-0931 min
The Classical MindJulius Caesar by William Shakespeare“Friends, Romans, countrymen, lend me your ears; I come to bury Caesar, not to praise him. The evil that men do lives after them; The good is oft interred with their bones; So let it be with Caesar.”On this episode, Dr. Junius Johnson and Fr. Wesley Walker sit down with Heidi White to talk about Shakespeare’s Julius Caesar. Why does Caesar appear so little in a play in which he is the titular character? How should we think about the actions of Brutus and his co-conspirators? What lessons about friendship can we learn from this work...2024-02-191h 17
Sioux Falls Comedy Podcast02-15-ResGen Date Night Comedy (Feb 29 and Mar1)The Sioux Falls Comedy Podcast is hosted by Big John Small, a comedian and radio announcer. This podcast is designed to help you discover fun comedy events that are coming to the Sioux Falls area. On this #ComedyCall John chats with Tom Henderson from ResGen. He is hostind another Date Night Comedy night on February 29th and March 1st. https://resgen.org/events/date-night/Learn more about our the Sioux Falls Comedy scene at SiouxFallsComedy.com2024-02-1705 min
The Round Table PodcastSecond Grade Team Members: Heidi Feehan, Erin Funk, Karen Magrum, and Katy WordSend us a textIn this episode, Lavender Krupp interviews 4 of the 7 members of Otsego’s 2nd grade team.This episode is edited by Owen Henderson.Intro/Outro Music: “Motivated” by Alex MakesMusicDate Recorded: January 31, 2024FOLLOW OUR SOCIALS: Twitter: @OHS_RoundTable Instagram: @ohs_roundtableEmail: podcast@otsegoknights.org2024-02-0221 min
Teaching Tax Flow: The PodcastEp. 62 | Understanding The Cost Segregation StudyIn this episode, Chris Picciurro and John Tripolsky are joined by Heidi Henderson from Engineered Tax Services to discuss cost segregation studies and their benefits for taxpayers. They cover topics such as the timing and considerations for cost segregation studies, the difference between new construction and existing properties, and even the potential tax benefits of container homes. They also emphasize the importance of working with a tax professional who understands cost segregation and can help maximize its benefits.TakeawaysCost segregation studies can provide significant tax benefits for taxpayers, who are active in the real estate...2023-12-1937 minTeaching Tax Flow: The PodcastEp. 62 | Understanding The Cost Segregation StudyIn this episode, Chris Picciurro and John Tripolsky are joined by Heidi Henderson from Engineered Tax Services to discuss cost segregation studies and their benefits for taxpayers. They cover topics such as the timing and considerations for cost segregation studies, the difference between new construction and existing properties, and even the potential tax benefits of container homes. They also emphasize the importance of working with a tax professional who understands cost segregation and can help maximize its benefits.TakeawaysCost segregation studies can provide significant tax benefits for taxpayers, who are active in the real estate...2023-12-1937 min
Girls Gone HallmarkMystery on Mistletoe LaneGet ready to fill your heart with holiday joy, cause Girls Gone Hallmark is the podcast you've been waiting for! Megan and Wendy are bringing the Hallmark magic straight to your earbuds in today's brand new episode. This week, they're taking a trip down "Mystery on Mistletoe Lane", starring Victor Webster and Erica Cerra. If you're a fan of Christmas movies with a twist of mystery, this episode is a must-listen. Apple Podcast listeners: Use your phone’s podcast app -> find the Girls Gone Hallmark show -> scroll all the way down to the review section -> tap 5 stars and...2023-11-1429 minGirls Gone HallmarkMystery on Mistletoe LaneGet ready to fill your heart with holiday joy, cause Girls Gone Hallmark is the podcast you've been waiting for! Megan and Wendy are bringing the Hallmark magic straight to your earbuds in today's brand new episode. This week, they're taking a trip down "Mystery on Mistletoe Lane", starring Victor Webster and Erica Cerra. If you're a fan of Christmas movies with a twist of mystery, this episode is a must-listen. Apple Podcast listeners: Use your phone’s podcast app -> find the Girls Gone Hallmark show -> scroll all the way down to the review section -> tap 5 stars and...2023-11-1429 min
Unlock Top Full Audiobooks in Fiction, Contemporary WomenOne December Day: The brand new emotional and heartwarming book to read this Christmas! by Rachel MarksPlease visit https://thebookvoice.com/podcasts/1/audiobook/707131 to listen full audiobooks. Title: One December Day: The brand new emotional and heartwarming book to read this Christmas! Author: Rachel Marks Narrator: Kwami Odoom, Nathalie Buscombe Format: Unabridged Audiobook Length: 10 hours 24 minutes Release date: October 12, 2023 Genres: Contemporary Women Publisher's Summary: Brought to you by Penguin. Curl up with this Christmas with this gorgeous novel of first love and second chances. One December day, Laura meets Luke... Luke's in a band. He's going places. But what good is success if you have no one to share it with? Laura's a summer girl. But...2023-10-1205 min
Unlock Top Full Audiobooks in Fiction, Contemporary WomenOne December Day: The brand new emotional and heartwarming book to read this Christmas! by Rachel MarksPlease visithttps://thebookvoice.com/podcasts/1/audiobook/707131to listen full audiobooks.
Title: One December Day: The brand new emotional and heartwarming book to read this Christmas!
Author: Rachel Marks
Narrator: Kwami Odoom, Nathalie Buscombe
Format: Unabridged Audiobook
Length: 10 hours 24 minutes
Release date: October 12, 2023
Genres: Contemporary Women
Publisher's Summary:
Brought to you by Penguin. Curl up with this Christmas with this gorgeous novel of first love and second chances. One December day, Laura meets Luke... Luke's in a band. He's going places. But what good is success if you have no one to share it with? Laura's a summer girl. But, on...2023-10-1210h 24
Listen to New Full Audiobooks in Romance, Rom-ComOne December Day: The brand new emotional and heartwarming book to read this Christmas! by Rachel MarksPlease visit https://thebookvoice.com/podcasts/1/audiobook/707131 to listen full audiobooks. Title: One December Day: The brand new emotional and heartwarming book to read this Christmas! Author: Rachel Marks Narrator: Kwami Odoom, Nathalie Buscombe Format: Unabridged Audiobook Length: 10 hours 24 minutes Release date: October 12, 2023 Genres: Rom-Com Publisher's Summary: Brought to you by Penguin. Curl up with this Christmas with this gorgeous novel of first love and second chances. One December day, Laura meets Luke... Luke's in a band. He's going places. But what good is success if you have no one to share it with? Laura's a summer girl. But, on...2023-10-1205 minListen to New Full Audiobooks in Romance, Rom-ComOne December Day: The brand new emotional and heartwarming book to read this Christmas! by Rachel MarksPlease visithttps://thebookvoice.com/podcasts/1/audiobook/707131to listen full audiobooks.
Title: One December Day: The brand new emotional and heartwarming book to read this Christmas!
Author: Rachel Marks
Narrator: Kwami Odoom, Nathalie Buscombe
Format: Unabridged Audiobook
Length: 10 hours 24 minutes
Release date: October 12, 2023
Genres: Rom-Com
Publisher's Summary:
Brought to you by Penguin. Curl up with this Christmas with this gorgeous novel of first love and second chances. One December day, Laura meets Luke... Luke's in a band. He's going places. But what good is success if you have no one to share it with? Laura's a summer girl. But, on this...2023-10-1210h 24Healthy Wealthy & Wise AccountantsThe Power of Showing Up: Increasing Your Impact, Influence & IncomeCPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.Connect with Heidi Henderson:LinkedIn : https://www.linkedin.com/in/heidihendersonetsConnect with Katie Thomas:LinkedIn: https://www.linkedin.com/in/katiethomascpahttps://leaders-online.comThis Podcast is brought to you by Engineered...2023-08-1540 minHealthy 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 minHealthy Wealthy & Wise AccountantsThe R&D Tax Credit - Who Qualifies and How to Claim ItHeidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement.Resources:https://engineeredtaxservices.com/services/research-development-tax-credit/https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/Connect with George Matar:LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511bhttps://engineeredtaxservices.com/bios/george-matar-ii/Connect with...2023-07-1844 min
Realizing Genius PodcastLIVE from the Convention!I've been on the go recently and haven't been able to edit or record any podcasts. I'm trying something different this time. Take a walk with me at the Great Homeschool Convention in Round Rock, Texas!
https://realizinggenius.com/wp-content/uploads/2023/07/GMT20230708-211301_Recording_640x360.mp4
So many great friends there! Check out more here:
Charla McKinley - The Artisan of Adulting
Carrie De Francisco - Coffee with Carrie - Homeschooling Outside of the Box
Monica Irvine - The Etiquette Factory - The Skill of Bening Kind
Nicholeen Peck - Teaching Self-Government
Andrew Chambers - Excel College
Christina Werner - Pub...2023-07-0910 minHealthy Wealthy & Wise AccountantsNurturing Client Relationships: The Importance of Staying ProactiveIn this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.Connect with Amanda Garner: LinkedIn: https://www.linkedin.com/in/amandagarnerhttps://thegrowthpartnership.com/bios/amanda-garner/Email : agarner@thegrowthpartnership.comConnect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsHOW TO EARN FREE CPE2023-07-0749 min
The Dan Graca ShowHour 3: Terrance Oglesby & Heidi Watney join the showTerrence Oglesby joins the show to discuss the college basketball offseason, the hype around Victor Wembanyama, who could go number two, the ceiling for Scoot Henderson, if Portland could move on from Damian Lillard or trade the number three overall pick, who the best 3-point shooters are in the draft, if Zion Williamson could be traded on draft night and what for. Heidi Watney joins the show the show to discuss the Apple TV broadcast of Phillies-Mets on Friday, how bad the Mets are right now, how well the Giants and Reds are playing right now, the struggles for Jus...2023-06-2244 minHealthy Wealthy & Wise AccountantsBuilding Relationships and Making Connections At AICPA EngageIn this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.Connect With Daryl Petrick https://cpabowman.com/team/daryl-r-petrick/LinkedIn : https://www.linkedin.com/in/darylpetrickLearn about Village Hope Care International : https://www.villagehopeinternational.org/Connect with...2023-06-2049 minHealthy Wealthy & Wise AccountantsTax Incentives for Energy Efficient Buildings - 179D and 45L UpdateHeidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility.Connect with George Matar:LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/Connect with Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https...2023-05-1049 minHealthy Wealthy & Wise AccountantsOvercoming Limitations: An Unconventional Path to Success with Kimberly LochridgeIn this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. Connect with Kim Lochridge: Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619 Website: https://engineeredtaxservices.com/bios/kimberly-lochridgeConnect with Heidi He...2023-04-191h 23
The Accounting PodcastTop Five TikTok Tax Myths (Guest: Heidi Henderson)We’re joined by Heidi Henderson, EVP at Engineered Tax Services, for our weekly roundup of news at the intersection of accounting and technology. Topics include: How the IRS plans to spend $80 billion over the next 10 years; the top five TikTok tax myths; security issues with AI chatbots; CLA voices support for MNCPA’s 150-hour alternative; why revenue is up 20% in the top 100 firms, and more!SponsorsZoho - https://cloudaccountingpodcast.promo/zohoLiveFlow - https://cloudaccountingpodcast.promo/liveflowClient Hub - https://cloudaccountingpodcast.promo/clienthubChapters(00:00) - CAP 327
(00:24) - PR...2023-04-121h 11
Teaching Tax Flow: The PodcastEp. 24 | Research & Development CreditsOn this week's episode of Teaching Tax Flow: The Podcast, we have two special guests back with us: Heidi Henderson and Stacy Deru from Engineered Tax Services. Join us as we dive into the exciting world of Research & Development credits and learn how these credits can benefit innovative companies throughout the United States. Many can take advantage of R&D credits from tech startups to established businesses to boost their bottom line and aid in their continual growth. Heidi and Stacy will break down the ins and outs of R&D credits, providing invaluable insights and tips f...2023-03-3023 minTeaching Tax Flow: The PodcastEp. 24 | Research & Development CreditsOn this week's episode of Teaching Tax Flow: The Podcast, we have two special guests back with us: Heidi Henderson and Stacy Deru from Engineered Tax Services. Join us as we dive into the exciting world of Research & Development credits and learn how these credits can benefit innovative companies throughout the United States. Many can take advantage of R&D credits from tech startups to established businesses to boost their bottom line and aid in their continual growth. Heidi and Stacy will break down the ins and outs of R&D credits, providing invaluable insights and tips f...2023-03-3023 minHealthy Wealthy & Wise AccountantsFailing Forward: How One CPA Found Success in Tax EntrepreneurshipOn this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.(00:00) - People aren't being taught how to be entrpreneur's
(00:26) - Thank you to Engineered Tax Services
(01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
(01:55) - Welcome Chris to the...2023-03-2849 minHealthy Wealthy & Wise AccountantsTop Gun: Accounting MaverickSean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect with Sean Dever: Website: https://www.devercpa.com/LinkedIn: https://www.linkedin.com/in/sean-dever-3275208Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/2023-03-1540 minHealthy Wealthy & Wise AccountantsSaving BIG On Taxes Requires The Right PaperworkOn this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more.(00:00) - HWW 12 - Jeffrey Junek
(00:00) - Thank you to Engineered Tax Services
(00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
(01:26) - Jeffrey Junek joins the show
(05:22) - How do you balance your work life and physical health?
(10:51) - You don't have to go to a gym or run to exercise
(14:09) - What does your company do and...2023-02-2847 min
Teaching Tax Flow: The PodcastEp. 18 | Employee Retention Tax Credit (ERTC)In this episode, we are joined by Heidi Henderson and Stacy Deru from Engineered Tax Service as we discuss the Employee Retention Tax Credit (ERTC). The ERTC is a significant credit offered to businesses to mitigate some of the damages caused by the COVID-19 pandemic. However, not all businesses are eligible for this credit, and it's crucial to understand the criteria that need to be met for this credit.We take a deep dive into the ethical qualification of the ERTC and discuss the specific criteria businesses must meet to be eligible for this credit, including...2023-02-1626 minTeaching Tax Flow: The PodcastEp. 18 | Employee Retention Tax Credit (ERTC)In this episode, we are joined by Heidi Henderson and Stacy Deru from Engineered Tax Service as we discuss the Employee Retention Tax Credit (ERTC). The ERTC is a significant credit offered to businesses to mitigate some of the damages caused by the COVID-19 pandemic. However, not all businesses are eligible for this credit, and it's crucial to understand the criteria that need to be met for this credit.We take a deep dive into the ethical qualification of the ERTC and discuss the specific criteria businesses must meet to be eligible for this credit, including...2023-02-1626 minHealthy Wealthy & Wise AccountantsFlipping The Script On The IRSOn this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there. Connect with Kreig Mitchell :https://mitchelltaxlaw.com/Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/2023-02-1547 min