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© 2025 Knowing What Counts Podcast
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Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and discover why success truly begins with knowing what counts!
Whether you’re looking to streamline your business operations, minimize tax liabilities, or make smart investment choices, our team of experts is here to provide clarity and direction. Stay tuned until the end for valuable tips that you can start implementing today. Don’t forget—your path to financial success starts here!
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18 Episodes
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Send us a text Let’s Talk IRAs: What They Are and Why They Matter- Kelly Braese Senior Tax Associate Navigating 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...
Send us a text Digital Assets, Real Taxes: The Tax Implications of Trading Cryptocurrency – Jack Labranche Tax Senior Trading 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 ...
Send us a text The Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax Associate Tax 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 ...
Send us a text Gifting 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 t...
Send us a text Big, 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...
Send us a text Taxing 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, expl...
Send us a text Giving Smarter: Innovative Paths to Charitable Giving – Jason Warner Tax Senior Associate Charitable 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 avail...
Send us a text Entity 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 beg...
Send us a text Global Compliance: Tackling Foreign Tax Filings The 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 inves...
Send us a text What 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 busines...
Send us a text Donor Advised Funds: The Basics and More Charitable 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 charita...
Send us a text What 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 owner...
Send us a text What 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 aut...
Send us a text What 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 ...
Send us a text What 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 o...
Send us a text How 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 ...
Send us a text What 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 s...
Send us a text Meet Tim Provost with MP CPAs Unlock 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 t...
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