Healthy Wealthy & Wise Accountants

If 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: www.engineeredinsuranceservices.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 insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry.Guest InformationName: Mick HuntEmail: Mickh@mickunplugged.comPhone Number (864) 979-4780Website: www.mickhuntofficial.comLinkedIn: MickHuntInstagram: @mickunpluggedName: Andrew RyanEmail: Andrew@engineeredinsuranceservices.comPhone Number: (302) 650-2899Website: www.engineeredinsuranceservices.comFacebook: https://www.facebook.com/andrew.k.ryanLinkedin: https://www.linkedin.com/in/andrewryanins/Instagram: https://www.instagram.com/andrewkryanTakeawaysInsurance should be viewed as a strategic asset.Understanding the 'why' behind insurance is crucial.Cyber insurance is a growing necessity for businesses.A client-centric approach is essential in insurance.Proactive risk management can save businesses money.Collaboration with CPAs can enhance client value.Technology is transforming the insurance landscape.Emotional intelligence is becoming important in leadership.Starting the insurance process early is key to success.The insurance industry is evolving with new challenges and opportunities.Chapters00:00 Introduction to Engineered Insurance Services06:24 The Consultative Approach in Insurance09:12 Understanding the Importance of Company Culture12:08 Common Oversights in Insurance Coverage15:14 The Role of Education in Risk Management18:13 Differentiating from Traditional Insurance Brokers21:08 Collaborating with CPAs for Enhanced Client Value25:50 Maximizing Client Information for Better Insurance Rates27:42 Proactive Insurance Management: Key Questions for Clients32:07 Current Trends in the Insurance Industry33:31 Navigating Rate Changes and Market Fluctuations37:26 The Impact of Policy Cancellations on Property Owners40:44 Insights from the Podcast: Self-Improvement and Resilience42:27 Positive Shifts in the Insurance Industry44:07 The Role of AI in Transforming Insurance Practices46:07 Balancing Work and Family Life47:35 The Importance of Insurance in Business Strategy48:37 Optimizing Insurance for Risk Management48:45 Podcast End

SummaryIn 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 marketing efforts.How to Contact Daniel SchulteEmai: daniel@alchemicmarketing.comPhone Number: (816) 352-7565Website: wealthyclients.comFacebook: https://www.facebook.com/realdanielschulte/LinkedIn: https://www.linkedin.com/in/danielschulte/Instagram: https://www.instagram.com/thedanielschulte/TakeawaysDaniel Schulte specializes in lead generation for CPAs.Engagement metrics are more valuable than impressions.Direct response marketing focuses on measurable results.The marketing landscape has shifted towards social media.Understanding your target market is crucial for success.Qualifying leads can significantly improve conversion rates.Algorithms play a key role in modern marketing strategies.Effective advertising requires a clear message and target.CPAs face capacity issues that affect their growth potential.Choosing ideal clients leads to more efficient and profitable work.Chapters00:00 Introduction to the Conversation04:14 Daniel's Marketing Journey07:52 The Shift to Social Media Marketing12:25 Demonstrating Expertise in Marketing13:07 Targeting the CPA Market17:29 The Impact of Strategic Tax Planning21:24 Operational Strategies for CPA Firms21:48 Streamlining Operational Efficiency23:15 Qualifying Leads Effectively23:50 Understanding the Results Triangle26:24 Market Size and Targeting Strategies28:43 Crafting the Right Message30:14 Navigating Changes in Google and AI34:14 The Importance of Demand Generation38:02 Creating a Feedback Loop for Success44:02 Connecting with Daniel Schulte44:50 Building Consistent Lead Flow45:18 Shifting from Overwhelm to Sustainable Growth

SummaryIn 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.Guest InformationXavier SerranoEmail: xserrano@marqimedical.comPhone Number: (619) 244-4245Website: www.marqimedical.comFacebook: https://www.facebook.com/MarqiMedicalLinkedIn: https://www.linkedin.com/in/xavierserrano/Instagram: https://www.instagram.com/marqimedical/TikTok / Other: https://www.tiktok.com/@marqimedicalTakeawaysOne in seven healthy individuals have a serious undiagnosed chronic disease.Proactive health management can optimize energy and focus.Advanced diagnostics can catch life-threatening conditions early.The healthcare system often overlooks preventative care.Personalized coaching is essential for health optimization.Lifestyle choices significantly impact overall health.Early detection can save lives and reduce treatment costs.Education is key to empowering individuals in their health journey.AI and technology are transforming healthcare accessibility.Investing in health is crucial for long-term well-being.Chapters00:00 Introduction to Marqi Medical04:25 The Golden Age of Healthcare06:58 Understanding Health Risks and Genetic Testing09:51 The Importance of Early Detection12:29 Streamlining the Health Assessment Process15:07 Investment in Health: Cost and Value17:58 Holistic Approach to Health and Wellbeing21:15 Understanding Health Metrics and Medical Oversight24:15 The Importance of Personal Health Advocacy29:02 The Impact of Lifestyle Choices on Future Generations32:40 Personalized Health Assessments and Coaching37:47 The Role of AI in Modern Healthcare

SummaryShow 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 communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance.TakeawaysDug transitioned from music production to business transformation.Persistence is key in building powerful business relationships.Communication quality directly impacts personal and professional success.Fear often masks stress; addressing it can lead to growth.Creating a life worth living is essential for sobriety and fulfillment.Reinvention is necessary in a rapidly changing world.Understanding addiction goes beyond substance abuse.Identity plays a crucial role in recovery from addiction.Challenges can be transformed into growth opportunities.Embracing technology is vital for future business success.Chapters00:00 The Journey Begins: From Music to Business Transformation07:19 Navigating Industry Disruption: The Impact of Technology08:05 The Evolution of Music Production10:53 Personal Responsibility and Communication13:50 The Power of Persistence16:27 Building Relationships and Networking19:22 The Journey into Personal Development22:18 Transforming Lives through Recovery Programs37:58 Identity Crisis and Its Impact on Addiction41:26 Finding Balance in Life and Work46:37 Reinventing Yourself in a Changing World57:16 Overcoming Fear and Embracing Change01:04:05 Connecting with Your Higher Power01:04:58 Reinvention and Peak Performance01:05:26 Building Powerful Business Relationships01:05:53 Navigating Risk and Uncertainty

SummaryTry 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 business.TakeawaysInspiration often stems from personal pain and challenges.Transitioning to tax advisory can significantly increase revenue for CPA firms.Value pricing aligns pricing with the value provided to clients.Setting boundaries is crucial for maintaining work-life harmony.AI can enhance efficiency in tax planning and advisory services.The ROI method of value pricing is a game changer for CPAs.Finding a supportive community is essential for professional growth.Implementing tax strategies can be profitable and rewarding.Women in business face unique challenges but can achieve success with support.Continuous learning and adaptation are key in the evolving accounting industry.Chapters00:00 Jackie Interview37:00 Transforming CPA Practices through Strategic Tax Planning37:57 Finding Harmony in Work, Wealth, and Wellbeing

SummaryRequest 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 in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success.TakeawaysAlex White's entrepreneurial journey began with a passion for music.The transition from music analytics to tax incentives was unexpected but fulfilling.Understanding economic incentives can significantly impact small businesses.Many government incentives go unclaimed, especially by smaller firms.Strategic site selection can enhance business success.The CPA industry often underutilizes available tax incentives.There is a gap between what businesses expect from CPAs and what is delivered.Continuous learning is essential for personal and professional growth.Finding intrinsic motivation is key to long-term satisfaction.The 10-year test can help assess the sustainability of one's career choices.Chapters00:00 Introduction to Alex White and His Impact01:46 Entrepreneurial Journey and Business Scaling02:00 The Entrepreneurial Journey Begins04:54 Lessons from Startups and Acquisitions07:49 Transitioning from Music to Tax Incentives10:59 Building Subcity: A New Venture13:59 Understanding Economic Incentives16:47 The Role of CPAs in Identifying Opportunities19:59 Surprising Insights on Government Incentives22:51 Strategic Business Location Decisions25:53 The CPA Industry's Shift Towards Advisory28:57 Underutilized Incentives for Businesses31:49 The Importance of Data in Identifying Incentives34:44 The Value of Learning and Growth37:46 Finding Intrinsic Motivation41:01 Advice for Entrepreneurs and Business Owners47:31 Introduction to Tax Incentives and Deductions48:03 Resources for Tax Professionals

SummaryDiscount 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.TakeawaysDave's entrepreneurial journey began at a young age.The concept of being a 'misfit' is central to success.Conditioning from childhood shapes our beliefs and actions.TaxPlan IQ offers innovative solutions for tax planning.The CPA industry is undergoing significant changes.Success is often about replacing bad habits with good ones.Finding harmony in life is more important than balance.The little things in business can lead to big differences.Recognizing and changing limiting beliefs is crucial for growth.Focus on what you truly want to achieve in life.TitlesThe Misfit Entrepreneur: A Journey of Innovation

SummaryIn 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 potential investors on navigating this complex asset class.For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer!  TakeawaysGulf Coast Western specializes in tax-advantaged oil and gas investments.Investors can benefit from significant tax deductions, including the depletion allowance.Risk is mitigated by drilling in proven areas with multiple wells.The investment threshold is accessible for accredited investors, not just the ultra-wealthy.Returns on investment can be substantial, with potential payouts over time.Political changes can influence oil prices and market dynamics.Gulf Coast Western partners with major operators to ensure reliability and success.Investing in oil and gas supports U.S. energy independence.Monthly revenue streams are a key benefit for investors.Education and transparency are crucial for new investors in this space.Chapters00:00 Introduction to Gulf Coast Western04:08 The Evolution of Gulf Coast Western's Operations06:46 Understanding the Tax Advantages in Oil and Gas Investments09:27 Investment Accessibility for Accredited Investors12:14 Risk Mitigation Strategies in Oil and Gas Investments14:48 Operational Risks and Market Fluctuations17:51 The Future of Oil and Gas Investments28:06 Exploring Risk vs. Reward in Oil Investments29:22 Understanding ROI and Legislative Impacts33:39 Investment Strategies and Expected Returns38:21 Differentiating Gulf Coast Western in the Market44:44 Advice for New Investors in Oil and Gas53:46 Introduction to Tax Incentives and Deductions54:18 Resources for Tax Professionals

Visit: 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, and the future of tax services in a technology-driven world.TakeawaysAlex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability.The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry.Empathy and understanding are crucial in building client relationships in tax services.COVID-19 created opportunities for new CPAs as many older professionals left the industry.Alex emphasizes the importance of empowering clients to manage their own finances.The accounting profession is evolving, requiring flexibility and new skill sets.Vulnerability in professional relationships can lead to stronger connections with clients.Alex's approach to tax planning focuses on collaboration and client education.The rise of crypto presents unique challenges and opportunities in tax services.Technology and automation are essential for modern tax practices.

SummaryIn 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 work-life balance and personal fulfillment.Contact: Benny Wrighthttp://www.victoryclaimsconsulting.com/bwright@claimvictoryusa.comtakeawaysUnderstanding tax incentives can significantly impact business success.Public adjusters advocate for clients against insurance companies.Hiring an independent adjuster can be beneficial in claims.Insurance policies are often complex and favor the insurer.The claims process can be contentious and requires expertise.Natural disasters create unique challenges for insurance claims.Success rates for public adjusters can be significantly higher than standard claims.Insurance market trends show rising premiums and coverage challenges.Personal stories in the industry highlight the human impact of claims.Work-life balance is crucial for maintaining personal fulfillment in business.Chapters00:00 Introduction to Tax Strategies for Business Owners00:26 Introduction to Victory Claims Consulting01:46 The Role of Independent Claims Consultants01:51 Introduction to Victory Claims Consulting04:24 Benny's Journey into Public Adjusting06:57 Understanding the Role of Public Adjusters09:44 Navigating Insurance Claims for Businesses12:32 Geographical Reach and Operations15:11 Maximizing Tax Benefits and Deductions15:29 Disaster Declarations and Their Impact18:24 Cost Structure and Success Rates19:33 Understanding Insurance Claims and Public Adjusters22:39 Navigating Rising Insurance Costs25:26 Creative Solutions in Insurance Policies27:35 Bizarre Loss Stories and Their Impact28:47 The Deeper Why Behind Insurance Work31:25 Balancing Work and Family Life36:11 Simplifying Tax Incentives and DeductionsSponsor Notes: Engineered Tax Services | www.engineeredtaxservices.comEngineered Insurance Services | www.engineeredinsuranceservices.com

CPA 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 Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.

On 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/https://healthywealthywise.show/HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.

Heidi 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 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://healthywealthywise.show/HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.

In 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 CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/ 

In 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 Heidi Henderson:Linkedin : https://www.linkedin.com/in/heidihendersonetsHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/https://healthywealthywise.show/

Heidi 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://healthywealthywise.show/

In 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 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://healthywealthywise.show/

On 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 show (05:42) - Some background on Chris (09:17) - How do you manage your client relationship working remotely? (12:52) - Availability is your best ability (14:58) - Tell me about the path of your career (17:52) - How do you use technology to help you and your firm? (22:54) - Was it difficult to transition to a subscription based model? (26:15) - What else are you working on and where are you evolving? (31:50) - How do you monetize Teching Tax Flow and that structure? (35:17) - Are you afraid that you're giving too much information away? (37:52) - What makes you tick? What is your passion? (42:07) - Do you have time now for your personal life? How do you balance everything? (46:44) - What do you know now that you would tell your 20 year old self? (48:20) - Wrap up and where to reach Chris and learn more about TTF Connect with Chris Picciurro:Website: https://www.teachingtaxflow.com/LinkedIn: https://www.linkedin.com/in/picciurroConnect 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://healthywealthywise.show/

Sean 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/

On 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 how do you work with clients? (16:38) - Do you work with CPAs? (19:05) - Jeff helps with proper documentation (23:48) - Conservation easements (27:52) - Can you explain a little about how this calculation works? (29:28) - Can you talk about the people wanting to change this beneift and laws being passed (37:56) - What type of other alternative tax strategies do you tell to your clients (46:34) - Wrap up and remember to subscribe so you don't miss an episode Connect With Jeffrey Junek: LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/