Shows
Your Valued CPA®Dissecting Trump's Big Beautiful Bill - Do Nothing & Save (Part 1)The Big Beautiful Bill, signed into law on July 4, 2025 has brough a lot of heat, excitement, and conversation. We will be dedicating several episodes to dissect what it means for you the individual and you the business owner.2025-07-3021 min
Your Valued CPA®The Business Credit Shift: Moving Your Business onto Its Own FeetWhy is business credit so imperative and why is this topic not discussed more frequently? Cash flow is imperative for any business and establishing business credit so that the business is no longer dependent on you is one of the key strategies in creating a strong business foundation. Let's explore the topic of business credit in depth so that you can prepare yourself for your business journey.2025-06-1037 min
Your Valued CPA®5 Ways to Effectively Use Your Business Profits Many times, I have found there is confusion between business profits and distributions and which one of these is taxable. This episode dives into how your profits are generated and then the 5 key-ways you can use your business profits, one of which includes distributions. If you plan correctly our distributions are not taxable to you if you own a flow-through business entity. Let's explore together. 2025-06-0330 min
Your Valued CPA®The Mindset and Mechanics of Wealth and Infinite BankingCash flow concerns and opportunities are at top of mind for any entrepreneur. The first thing a business owner and entrepreneur learn in business basics is that once you run out of cash flow, you no longer have a runway and the business cannot operate. Cash flow is a hot topic of conversation, and business owners always look for options to increase it. Finance expert, Dr Jason Henderson, shares with us some ways that an Infinite Banking option can solve many cash flow issues with additional upsides as well.2025-05-2742 min
Your Valued CPA®Checkbook LLCs and Self-Directed Do's and Don'tsSaving for retirement is an important aspect of managing our wealth and cash. Typically, we want as much freedom and control to invest in what we want however many times we are limited to what is on the financial advisor's platter offering. What if there was another option? Knowledge is power and exploring the self-directed retirement investment option is part of expanding your tools, knowledge and opportunities. You should ask your financial advisor for more details but for now explore the core of what self-directed is all about.2025-05-2051 min
Your Valued CPA®Brand Power: How Your Identity Drives Profit & InfluenceIn this episode of Your Valued CPA, we dive into the game-changing power of personal branding with the #1 Global Branding Expert, Rey Perez. Discover how your unique identity isn't just about recognition—it's a strategic asset that drives profit and amplifies your influence. Whether you're an entrepreneur, business leader, or professional looking to leave a mark, mastering your personal brand can unlock new opportunities, profits and growth.Top 3 Benefits of Listening:Maximize Profit Potential: Learn how a compelling personal brand attracts high-value clients and business opportunities.Boost Influence and Authority: Position yourself as a thought leader an...2025-02-2742 min
Your Valued CPA®The Million-Dollar Question: Ask Your CPA Before Making These 10 Big Decisions!Did you know that many of your decisions can save you hundreds and even thousands of dollars in taxes if planned for? I hope that this episode gives you the tools to better understand your options and helps illuminate the conversations that can potentially change your cash flow and tax situation.2025-02-2535 min
Your Valued CPA®Ponzi Scheme Victims & Opportunities for Tax Planning StrategiesA Ponzi Scheme loss is very stressful emotionally, physically, and financially. More specifically, the year of discovery, and future years of Ponzi Scheme loss recovery can be filled with lots of stress and unknowns. These Podcast Episodes are meant to shed light on an already stressful situation, help you uncover some options, and bring hope to new possibilities to consider on your road to recovery. Previous episodes provided insights on the IRS Safe Harbor reporting process, tax-advantaged assets and warnings, while this episode focuses on some tax strategy opportunities to consider on your journey. I hope this episode provide...2025-02-2122 min
Your Valued CPA®Ponzi Scheme Victims IRS Documentation, Tax-Advantaged Assets & WarningsThere is hope to have some sort of recovery, at least from the tax perspective, for those that have been victims of a Ponzi Scheme Investment. In one of my prior videos, I go into the details of what the Safe Harbor rule is and what is required to file properly. This video specifically clarifies confusion about required documentation, and if tax-advantaged assets that invested in the fraudulent investment can recover via the Safe Harbor rule the same way an Indvidual can. Additionally, there are some warnings to be aware of so that, if applicable, you can see the...2025-02-1922 min
Your Valued CPA®Ponzi Scheme Victims and IRS Reporting for Maximum Recovery (adding hope to a hopeless situation)Theft, Criminal Investment Firms, and Ponzi Schemes are prevalent, and the IRS has very specific rules so you can maximize your deduction during this stressful time of losing your investment, due to no ill activity on your part. The IRS has a SAFE HARBOR way to report Ponzi Scheme losses so that you do not have to put traditional capital loss limits on your loss. In our discussion you will discover:· What a Ponzi Scheme is· Delve into Discovery-Year filing· Delve into future recovery reporting· Delve into Documentation Requirements2025-02-1825 min
Your Valued CPA®A Discussion on Securing Your Future with Whole Life Insurance with a Tax-Deductible TwistAs business owners, we want tax savings, cash flow, security, and wealth driven strategies. We may all be familiar with whole life insurance however there are options where your whole life insurance policy can also be a tax-deductible expense. This Podcast is a must-see and will provide the clarity you need to explore options, create tax strategies and wealth while providing your business and family with the security they need. This Podcast will: · Explain what whole life insurance is and when to use it · What the differences are between pre- & post-tax whole life po...2025-02-1843 min
Your Valued CPA®The Hunter Biden IRS Tax Evasion Case Study for All Business OwnersThe January 2025 Hunter Biden Tax Evasion Case findings have raised many eyebrows due to their high-profile debut. No matter what political lines you lean towards, all politics aside, what was discovered in this specific case is important for every business owner to know. This case outlines mistakes that unfortunately any business owner can make if not careful. My insights from over 2 decades in the tax world help interpret and shed light on how you can protect yourself as a business owners and also ensure that you are taking advantage of all your possible tax deductions. ...2025-02-0730 min
Your Valued CPA®What Business Owners Must Know Before Starting PayrollAs business owners, payroll is important for many reasons: IRS Compliance, Cash Flow, Payroll Taxes, among others. However, payroll can many times be an overwhelming task for business owners. This Podcast Webinar is a must-see and will provide the clarity you need to stay in compliance, simplify your business, and reduce any overwhelming feelings on the topic!This Podcast webinar will:· Explain the importance of payroll· Who is required to prepare and file payroll· What options there are for DIY and DFY solutions· The Dos and Don’ts of payrol...2025-02-0542 min
Your Valued CPA®Hollywood & Number Crunching with Co-Founder of E! Entertainment Network Larry NamerHollywood & Number Crunching go hand in hand. In order to be prepared to drive your business and dream into a tangible reality, you must know the terrain, what to expect, and a strong handle on the numbers. This combination will sustain your idea, your business, and your success in one of the most cut-throat industries. Co-Founder of E! Entertainment Network, Larry Namer, shares his secrets to success, sustainability, and endurance that every business owner can integrate within their business. Additionally, these secrets and others can be found in his new book, Offscript: Recipes for Success, where Larry emphasizes to...2025-02-0346 min
Your Valued CPA®Co-mingling, Reimbursements and Piercing the Corporate VeilStarting a business can be daunting and running a successful business can come with its challenges. No matter if you are new or seasoned the same set of rules apply when dealing with the IRS. So, if you just need a refresher or if this information is new to you here is a little insight on co-mingling, reimbursements and piercing the corporate veil.2025-01-1540 min
Your Valued CPA®Ponzi Scheme Victims and IRS Reporting for Maximum Recovery (adding hope to a hopeless situation)Theft, Criminal Investment Firms, and Ponzi Schemes are prevalent, and the IRS has very specific rules so you can maximize your deduction during this stressful time of losing your investment, due to no ill activity on your part. The IRS has a SAFE HARBOR way to report Ponzi Scheme losses so that you do not have to put traditional capital loss limits on your loss. In our discussion you will discover:· What a Ponzi Scheme is· Delve into Discovery-Year filing· Delve into future recovery reporting· Delve into Documentation Requirements2025-01-1528 min
Your Valued CPA®Everything a Business Must Know Before Filing 1099s (the inside scoope)Filing 1099s can be a stressful time for the business owner, for the independent contractor and for us! IRS regulations are consistent for 1099s however there is still quite a bit of confusion about employees, contractors, businesses and individuals that get paid for services and how to report these at the end of the year. This Podcast will:· Explain the difference between employees and contractors· Who is responsible for the W9· What happens if you cannot contact the contractor· The Dos and Don’ts of 1099 preparation· Other useful...2025-01-1450 min
Your Valued CPA®What Business Owners Don't Know When Starting a BusinessLet's face it, we get enamored with the idea, the concept, the freedom of a business but we don't really know what we are stepping into. In the first episode we discuss the first ideations of "you don't know what you don't know" and how to take the right step forward with the IRS, with separating your business from yourself, and with focusing on what really matters while not repeating the most common mistakes or recreating the wheel. I hope you enjoy this journey! 2025-01-1425 min