Shows
Knowing What Counts PodcastSmart Investors Are Leveraging Qualified Opportunity Zones—Here's HowSend us a text From Capital Gains to Tax Deferrals: Inside Opportunity Zones- Kiley Tomaskowicz Senior Tax AssociateThe tax landscape is constantly evolving, and savvy investors are discovering powerful strategies to defer, reduce, and even eliminate capital gains taxes through Qualified Opportunity Zones. This eye-opening episode featuring Senior Tax Associate Kiley Tomaskowicz unveils how these special economic zones—originally created in the 2017 Tax Cuts and Jobs Act and now made permanent—offer a triple tax advantage that could transform your investment approach.Kylie breaks down the mechanics of Opportunity Zone inves...
2026-01-0711 minKnowing What Counts PodcastHow The 2025 “Big Beautiful Bill” Changes Your Taxes, From SALT To OvertimeSend us a textBig Beautiful Bill – A Deeper Dive for Individual Tax – Tax Senior Maggie GladuTax law just changed in ways that can meaningfully shift your refund, your withholdings, and the timing of your biggest money moves. We invited MP CPAs Tax Senior Maggie Gladu to decode the 2025 “Big Beautiful Bill” and translate headlines into clear actions you can take before year-end. From a quadrupled SALT cap to new above-the-line deductions, we separate what helps, what phases out, and what you should plan around right now.We walk through who trul...
2026-01-0715 min
A Canadian Investing in the U.S. with Glen SutherlandEP401 How Canadian Real Estate Investors Should Prepare for Tax Season (Cross-Border CPA Tips) Tim MironIn this episode of Canadian Investing in the U.S., Glen sits down with Tim Miron, CPA, founder of Pursuit CPA, to walk Canadian investors through how to properly prepare for tax season, especially when dealing with cross-border real estate and business income.
Tim explains why January–March is the ideal time to get organized instead of waiting until April, and highlights common bottlenecks that slow down tax filings. The discussion covers ITIN requirements, what documents accountants actually need (and what they don’t), how to properly summarize rental income and expenses, and when large repairs should be reviewed more clos...
2026-01-0117 min
The Ivy Group PodcastStrategies to Manage Boot Tax for 1031 Exchange Properties_Pt. 3 of 3_Tim Vi Tran_Season 1, Episode 24How does the IRS really tax “boot” in a 1031 Exchange—and when might it actually be smart to take boot on purpose instead of chasing a perfect tax deferral?
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In this episode, Tim Vi Tran, SIOR, CCIM, breaks down how different types of boot—cash, debt relief, and non–like-kind property—are taxed, why depreciation recapture and capital gains are treated differently, and how the order of taxation affects what you keep in your pocket. You’ll hear practical scenarios for Bay Area commercial real...
2025-12-2013 minKnowing What Counts PodcastExit Strategy Essentials: Protecting Your Legacy When Selling Your CompanySend us a textWhat IS Succession Planning? Selling your business represents the culmination of years—sometimes decades—of hard work, risk-taking, and passionate dedication. Yet many business owners approach this critical transition without the preparation needed to maximize value and protect their legacy.Patrick Leary, an experienced CPA specializing in privately held companies, takes us deep into the realities of business succession planning. He reveals why the process should start years before you intend to exit, beginning with a clear-eyed assessment of your true goals. Are you looking to maximize finan...
2025-12-1611 minKnowing What Counts PodcastTax-Smart Philanthropy: Maximizing Impact with Non-Cash GiftsSend us a textWhat Do Donors and Nonprofits Need to Know About Non-Cash Gifts? - Looking to make a bigger impact with your charitable giving while maximizing tax benefits? Dive into the strategic world of non-cash contributions with Brooke Williams, Audit Manager at MP CPAs, as she unveils the powerful advantages of donating appreciated assets.Most donors default to cash contributions, but those with appreciated stocks, real estate, artwork, or even cryptocurrency have access to a giving strategy that can significantly reduce tax burdens while potentially increasing charitable impact. Brooke e...
2025-12-1608 min
The Falls Home Front PodcastReal Estate Insights and Tax Planning Tips - EP 16🚀 In this value-packed episode of The Falls Home Front, host Tim Lockhart sits down with nationally recognized tax strategist Christopher J. Picciurro, CPA, MBA, PFS, EA. Chris shares insights on real estate tax strategies, including the Augusta rule, Section 121 exclusions, and home office deductions. He emphasizes the importance of proactive tax planning and finding a strategic CPA to maximize tax benefits. Chris also introduces his platform, Teaching Tax Flow, aimed at simplifying tax strategies for everyday people.🎧 Hosted by: Tim Lockhart 👤 Guest: 🏡 Christopher J. Picciurro – CPA, MBA, PFS, EA, Co-Founder of Integrated CPA Group; Founder of Teaching Ta...
2025-12-1031 min
The Root Of It All With TreeOvercoming Fear of Finance in Your Business | Tim Miron and Tree RydeSeason 7 begins with a powerful and practical conversation. In this episode, Tree Ryde sits down with Tim Miron, CPA, CA—Founder and President, to unpack one of the biggest challenges business owners face: the fear of finance.Whether it's avoiding numbers, feeling overwhelmed by financial decisions, or struggling with money mindset, Tim breaks down the barriers with clarity, simplicity, and real-world advice. This episode is designed to help you step into confidence, take control, and create a healthier relationship with your business finances.BIO: Tim Miron, CPA, CAFounder/PresidentTim graduated from Brock University with a Ba...
2025-12-0839 minKnowing What Counts PodcastMastering IRAs: Beyond the BasicsSend us a textLet’s Talk IRAs: What They Are and Why They Matter- Kelly Braese Senior Tax AssociateNavigating the complex world of retirement planning can feel overwhelming, but understanding IRAs might be the key to unlocking your financial future. In this information-packed episode, Kelly Braese, Senior Tax Associate at MP CPAs, demystifies the power and potential of Individual Retirement Accounts as wealth-building tools that go far beyond basic retirement savings.Kelly breaks down the fundamental differences between IRAs and employer-sponsored plans like 401(k)s, highlighting the greater flexibility, in...
2025-11-0513 minKnowing What Counts PodcastCrypto & Taxes: What You Need to KnowSend us a textDigital Assets, Real Taxes: The Tax Implications of Trading Cryptocurrency – Jack Labranche Tax SeniorTrading cryptocurrency might feel like digital magic, but the tax consequences are very real. In this essential episode of Knowing What Counts, senior tax associate Jack LaBranche demystifies the complex world of digital asset taxation.The conversation begins with a clear distinction between digital assets (anything digital with value) and cryptocurrency (a specific type of digital asset functioning as digital money). Jack expertly breaks down the five key activities that trigger tax events: se...
2025-10-2214 min
Leaders of the LedgerFrom Receptionist to CEO: Redefining Accounting Leadership | Tim Petrey on Leaders of the LedgerIn this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S.Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiring. He opens up about mentorship, overcoming complacency in the industry, and how accountants can find purpose, fulfillment, and impact in their careers.What You’ll Hear:How Tim went from receptionist to managi...
2025-10-2019 min
Leaders of the LedgerBreaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the LedgerIn this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs.Topics covered in this episode:How to build a personal brand while working at a big firm.Strategies to stand out and influence within the accounting profession.Balancing technical expertise with leadership, empathy, and innovation.Op...
2025-10-1328 min
Who's Really the BOSS?Modernizing a 50-Year Legacy PracticeTim Abbott shares his journey from merging his small practice into MJ Vanden Brook in 2012 to becoming the third-generation owner of the 50-year-old firm. He discusses two major acquisitions, including modernizing operations from clipboards to cloud technology, and reveals why keeping previous owners around for 2-3 years led to high client retention rates.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for...
2025-09-2949 min
M&A+: The Art After The Deal podcastFrom Tax Partner to Bitcoin Builder: Tim Savage on Value Creation Post-M&AIn this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (or risk) after close. The conversation also digs into stagflation signals, treasury diversification, and one simple move companies can make today to future-proof.You’ll learn:How Tim went from Big Four...
2025-09-2542 min
Senior Attorney Match PodcastGuest Appearance during Ep. 28 of the Ask the Law Firm Seller Show: Tim McKey, CPA, CEO of Vista Consulting Team: 3 Tips for Strategic Planning to Sell a Plaintiff Contingency Law FirmDuring Ep. 28 of the Ask the Law Firm Seller Show, Tim McKey, CPA, CEO of Vista Consulting Team, joins to address 3 Tips for Strategic Planning to Sell a Plaintiff Contingency Law Firm
McKey initially explains that Vista Consulting Team provides strategic consulting to Plaintiff contingency law firms, assisting clients with systemizing their businesses per Vista’s tagline: The business resource for Plaintiff law firms.
McKey then shares the following 3 tips for strategic planning to sell a Plaintiff contingency law firm:
Tip No. 1: As McKey says, “The best thing y...
2025-09-1716 minKnowing What Counts PodcastInterest Expense Limitations: What Your Business Needs to Know About IRC 163JSend us a textThe Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax AssociateTax planning can make or break your business strategy, and nowhere is this more evident than with interest expense deductions. In this eye-opening episode of Knowing What Counts, Senior Tax Associate Estefania Cabrera unravels the complex world of IRC Section 163J limitations – rules that could significantly impact how much of your business interest expense you can actually deduct.Originally targeting foreign-owned companies using U.S. subsidiaries to lower tax bills through in...
2025-09-1610 minKnowing What Counts PodcastEstate Tax Mastery: Gifting Strategies for Wealth ProtectionSend us a textGifting Your Estate: Estate and Gift Tax Strategies - Featuring: Anthony Trinchini, Senior Tax Associate Financial security isn't just about what you build—it's about how effectively you pass it on. When senior tax advisor Anthony Trinchini joins the Knowing What Counts podcast, he cuts through the complexity of estate planning to reveal strategies that protect wealth while minimizing tax exposure.The conversation begins with the essential mechanics of gift and estate taxes. Anthony explains how the annual exclusion ($19,000 per recipient in 2025) works alongside the lifetime exemption (nea...
2025-09-0210 min
CPA Trendlines PodcastsTim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency“You can’t ask people to act like partners and then treat them like employees.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn an industry marked by incremental change and cautious tradition, Tim Petrey, managing partner at HD Growth Partners, is going all-in on a radical reimagining of what an accounting firm can be. Speaking on the Big 4 Transparency Podcast, Petrey shares how his firm has abandoned the tired trappings of the old model - mandatory billable hours, rigid promotion timelines, and siloed service delivery - in favor...
2025-08-2753 minKnowing What Counts PodcastBreaking Down the "Big, Beautiful Bill": Your 2025 Tax Planning GuideSend us a textBig, Beautiful Breakdown: Big Beautiful Bill Tax Takeaways – Joe Oliveira Tax Director The tax landscape is shifting dramatically with the signing of the "Big, Beautiful Bill" this July 4th, and understanding these changes now could save you thousands in the coming years. Join tax expert Joe Oliveira as he cuts through the headlines and misconceptions to reveal what this legislation actually means for your wallet.Much has been made about "no tax on tips" and "no tax on overtime," but Joe explains the reality: starting in 2025, service wor...
2025-08-2210 minKnowing What Counts PodcastWhen Charity Meets Strategy: The Hidden Vehicles of PhilanthropySend us a textGiving Smarter: Innovative Paths to Charitable Giving – Jason Warner Tax Senior AssociateCharitable giving transcends simple generosity when approached strategically. In this enlightening conversation with tax senior associate Jason Warner, we uncover powerful charitable vehicles that can transform your giving impact while optimizing tax benefits.Many donors default to writing checks to their favorite organizations without realizing there are more sophisticated options available. Jason walks us through four key charitable strategies that high-net-worth individuals and business owners should consider. Donor-advised funds offer flexibility and immediate tax deductions wh...
2025-08-1409 minKnowing What Counts PodcastFringe Benefits: The Hidden Tax Implications of Workplace PerksSend us a textTaxing the Extras: Fringe Benefits and Their Tax Consequences – Sam Moriarty Tax Senior Associate The complex world of fringe benefits sits at the intersection of employee satisfaction and tax compliance—a space where both employers and employees need expert guidance to navigate successfully. Tax Senior Associate Sam Moriarty pulls back the curtain on these valuable workplace perks that extend beyond basic salary.Sam brings 23 years of expertise to this discussion, explaining how benefits like health insurance, paid time off, 401k matching, and company facilities must be properly repor...
2025-08-1408 min
HERO Capital Raising ShowEP 460 - Discover All the Tax Benefits of the One Big Beautiful Bill Act (OBBBA), That Trump Just Signed Into Law — With Tim Mai and Jennifer Semien, CPADiscover what’s inside the One Big Beautiful Bill Act (OBBBA) that has real estate investors buzzing—and CPAs scrambling to update their playbooks. In this special episode, Tim Mai sits down with tax strategist Jennifer Semien, CPA, to break down the powerful new tax advantages real estate investors can leverage immediately. From massive deductions on vehicles and equipment to changes in depreciation and cost segregation rules, Jennifer explains exactly how to structure your strategy to maximize write-offs, reduce taxable income, and stay compliant. If you invest in real estate and want to legally minimize your tax bill...
2025-07-1535 minKnowing What Counts PodcastThe Business Entity Blueprint: How Your Business Structure Shapes EverythingSend us a textEntity Essentials: Choosing the Right Structure for Your Business Selecting the right business entity structure might be the most consequential decision you'll make as an entrepreneur. Tax implications, liability protection, paperwork requirements, and future growth potential all hinge on this critical choice.In this comprehensive guide, MP CPAs Tax Senior Associate Katelyn Henderson walks us through the maze of business entity options with clarity and expertise. We begin by exploring essential first steps for any new business venture, from crafting a solid business plan to securing financing a...
2025-07-0716 minKnowing What Counts PodcastBeyond Borders: Understanding Your Foreign Tax ObligationsSend us a textGlobal Compliance: Tackling Foreign Tax FilingsThe hidden complexities of foreign tax compliance often catch even savvy taxpayers by surprise. Tax Supervisor Alex Leslie of MP CPAs draws from a decade of experience to illuminate the maze of international tax reporting requirements that affect Americans with global financial interests.Most US taxpayers don't realize they're subject to taxation on worldwide income regardless of where it's earned. When foreign accounts or investments enter the picture, multiple disclosure forms become mandatory - not optional. The podcast breaks down critical...
2025-06-1715 minKnowing What Counts PodcastTax-Free Exit: Section 1202 Stock ExposedSend us a textWhat Is 1202 Stock?Millions of dollars in potential tax savings are hiding in plain sight for many business owners. Section 1202 stock, also known as Qualified Small Business Stock (QSBS), represents one of the most powerful yet underutilized tax strategies available to entrepreneurs planning their exit.Tax expert Phil Giguere breaks down this remarkable provision that allows eligible business owners to exclude up to 100% of capital gains when selling qualified small business stock. The numbers are staggering - on a $10 million business sale, QSBS status could save over $2...
2025-06-1711 minKnowing What Counts PodcastMoney & Meaning: Unlocking Donor Advised FundsSend us a textDonor Advised Funds: The Basics and MoreCharitable giving becomes truly powerful when strategy meets generosity. Tax Director Lisa Behan from MP CPAs joins us to unpack the often-overlooked financial tool that's changing how smart philanthropists approach their giving: Donor Advised Funds (DAFs).The conversation dives deep into strategic approaches that can dramatically increase the power of your giving. Lisa shares brilliant tactics like "bunching" multiple years of charitable contributions into high-income years, contributing appreciated assets to avoid capital gains tax, and navigating the post-2018 tax landscape...
2025-05-2014 min
The Fun CPA PodcastTim Petrey - Taking Back Your TimeWelcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Tim Petrey!Tim is the CEO of HD Growth Partners and White Glove Payroll, where he leads with a mission to redefine the accounting industry through empathy, innovation, and community impact.Starting his journey at HD Growth Partners (formerly HD Davis CPAs) in 2008, Tim took the helm as Managing Partner at just 25 years old. Under his leadership, the firm expanded from a small team to over 70 employees, earning accolades such as Accounting Today's #1 Firm in the Country for...
2025-05-1355 minKnowing What Counts PodcastFrom Passive to Powerful: Unlock Your Real Estate Tax BenefitsSend us a textWhat Is The Difference Between Passive And Non-Passive Rental Income?The complex world of real estate taxation contains hidden opportunities that could dramatically impact your bottom line—if you know where to look. Brian Moss, a senior tax associate with MP CPAs who recently passed all four parts of his CPA exam, breaks down the critical distinction between passive and non-passive rental income classification that every property owner needs to understand.Most property owners don't realize that rental income defaults to passive status, severely limiting how losses ca...
2025-04-0114 minKnowing What Counts PodcastNavigating the SECURE Act 2.0: Critical Changes for Your Retirement FutureSend us a textWhat is The SECURE Act 2.0?Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement plans in 2025 that will transform how Americans save for retirement.The biggest revelation? Starting in January 2025, eligible employees must be automatically enrolled in retirement plans at 3-10% of their salary with annual increases—unless they actively opt out. Th...
2025-03-1813 minKnowing What Counts PodcastMaximizing Your Stock Compensation Benefits with Expert Insights from Matt BaranSend us a textWhat Are The Different Types Of Stock Compensation, And How Can Employees Maximize The Benefits While Navigating The Tax Implications And Potential Risks?Discover how understanding the intricate world of incentive stock options, non-qualified stock options, restricted stock units, and employee stock purchase plans can make a significant impact on your financial future. Matt Baran, tax manager at MP CPAs, walks us through crucial dates like grant, vesting, and exercise, making the complex timeline of stock compensation much clearer. We delve into the tax advantages of incentive stock options...
2025-03-0410 minKnowing What Counts PodcastUnlocking Business Value: Mastering Valuation Strategies with Tim ProvostSend us a textWhat Are The Most Effective Methods For Determining A Business's Value?Learn the secrets of business valuation with Tim Provost, a partner at MP CPAs, as we explore the complex world of determining a company's true worth. Whether you're eyeing investment opportunities or planning strategic moves like mergers and acquisitions, understanding business valuation is critical. Tim guides us through the three primary methods—market, income, and asset-based approaches—shedding light on when and why each is used. We delve into how factors such as comparable sales and growth potential infl...
2025-02-1711 minCPA Trendlines PodcastsTim Allen: How Serendipitous Specialization Led to Success | Gear Up for GrowthFull commitment is critical in niche accounting.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—Allen has carved out a unique space for himself and his team.
2025-02-1427 minKnowing What Counts PodcastTax Residency Complexities: Insights from Jeff Laboe on Statutory and Domicile TestsSend us a textHow Can Tax Residency Issues Impact Your Financial Situation, And What Should You Know About Audits?Learn the secrets to navigating the maze of tax residency with our latest Knowing What Counts Podcast episode. Join me, Sophia Yvette, as I sit down with Jeff Laboe, a tax manager at MP CPAs with over a decade of experience. Jeff breaks down the convoluted world of tax residency rules, offering insights into how both statutory residency and domicile tests play pivotal roles in determining your state of residence for tax purposes...
2025-01-1815 minKnowing What Counts PodcastEstate Planning in Massachusetts: Expert Strategies with Tim LafalamSend us a textWhat Are The Key Considerations And Strategies For Effective Estate Planning In Massachusetts?Unravel the secrets of estate planning in Massachusetts with tax manager Tim Lafalam from MP CPAs, as he enlightens us on the intricacies of protecting assets and preserving legacies. Tim, who spearheads estate planning at MP CPAs, shares his journey from intern to tax manager and his passion for guiding clients through the ever-changing landscape of tax laws. Discover the critical strategies and considerations that are key to effective estate planning, especially following the notable changes...
2025-01-1812 min
Accounting High242 Dismantling Pyramid Schemes with Selfish Motivations (feat. Chase Birky, CPA, Tim Petrey, CPA, Kenji Kuramoto)Episode 242
FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto
CLASS: #AccountingHigh
Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming the traditional accounting pyramid scheme firm structure. They explore new business models aimed at improving firm culture and client service, and share personal experiences of breaking away from legacy practices to create more dynamic and sustainable working environments. This engaging conversation delves into the nuances of l...
2025-01-0846 minKnowing What Counts PodcastFrom Small Practice to Industry Leader: The Rise of MP CPAs with Tim ProvostSend us a textMeet Tim Provost with MP CPAsUnlock the secrets behind the incredible rise of MP CPAs as we sit down with partner Tim Provost, who takes us through the firm's transformation from a small practice to a full-service accounting leader. Discover how MP CPAs, originally founded by Rick Moriarty and Jay Primack, has flourished over the past 30 years, expanding its team from 20 to over 50 dedicated professionals. Learn about the extensive range of services they offer, from complex tax solutions to business valuations, while meeting the talented team that makes...
2024-12-2307 min