Accounting Is the Language of Business â Hereâs Why It Matters When I was an intern, I asked wealthy people how they built their capital. Nearly half gave the same answer: They started in public accounting. Their reasoning? âAccounting is the language of business. If you want to build andâŚ
How Hurricane Harvey Helped Build Our Firm In 2017, Hurricane Harvey flooded my first office. What followed changed everything: The IRS asked us to volunteer at FEMA Disaster Relief Centers. We served pro bono, helping people with IRS issues blocking FEMA/SBA aid. Later, those same people came back as clients.âŚ
Why Not More? Why Not Now? Donât settle for the routine. Hereâs the truth: Find inspiration. Define your why. If youâve been doing the same thing for 5 months, 5 years â ask yourself: Why not more? The worst that happens is you try something new. The best? You grow.âŚ
Why, Why Not You, Why Not Now? These are the three questions that fuel growth: Why? Why not you? Why not now? Whether itâs business, tax planning, or self-improvement, answering these questions is the key to moving forward. The skills can be learned. The mindset has to be chosen. #MindsetâŚ
If Youâre Shy, Youâre Broke One of the best lessons I ever got came from a wealthy entrepreneur: âIf youâre shy, youâre broke. If youâre a little shy, youâre a little broke.â That mindset has driven me ever since. If the front door doesnât open, try the back, the sideâŚ
The Best Time to Start? Today. âThe best time to plant a tree was 20 years ago. The second best time is today.â This isnât just about trees. Itâs about: Building your business Starting tax planning Growing wealth for the future Donât wait for the perfect moment. Start now. #TaxPlanningâŚ
TaxPlanIQ = Jarvis for Tax Pros Just like Tony Stark had Jarvis to amplify his brilliance, advisors now have TaxPlanIQ. Expand your capacity Solve complex problems faster Deliver client-ready visuals that make tax planning simple Youâre already smart. With TaxPlanIQ, you become unstoppable. #TaxPlanIQ #TaxPlanning #TaxStrategy #CPA #WealthBuilding #short
TaxPlanIQ = Jarvis for Tax Advisors What is TaxPlanIQ? Itâs more than software â itâs a gateway to: Expanded capacity New revenue streams Client-ready visuals & content Pricing justification that builds trust Think of it like Jarvis helping Tony Stark. Youâre already smart, but with TaxPlanIQ, you become unstoppable. ThisâŚ
Tax Planning = 22x the Revenue of Tax Prep According to the AICPA and others, one tax planning client can generate 22x the revenue of a tax prep client. And the best part? Clients are happy to pay more â because they see the ROI. This is why tax planningâŚ
831(b) Captives: Why Theyâre the Future of Risk Management This isnât just about tax savings. Captives are about: Self-insuring real business risk Protecting revenue when traditional insurance fails Gaining control as insurance carriers tighten coverage Staying ahead of code changes that will make captives a standard practice Within 1â2 years,âŚ
đż Peace is the new profit. đż Thatâs the core of my new book, The Balanced Millionaire Advisor Edition. This isnât about chasing more clients, hiring more staff, or adding more credentials. Itâs about building a firm that supports your life â your family, your health, and your freedom ââŚ
What Is 831(b) Captive Insurance? Explained Simply In this video, we explain: What 831(b) really is (your own insurance company to self-insure unique risks) Why itâs often called âcaptive insuranceâ The IRS scrutiny around captives â and where things actually stand now If youâve heard of captives but only knowâŚ
What Captive Insurance Really Covers â Key Employee Risk Explained In this clip, we break down what you can actually insure through a captive â and why it matters: Rainmaker or surgeon gets sick? Protect your business revenue. Top salesperson canât work? Cover the loss until you recover. Business interruptionâŚ
Business Owner Mindset: Slow Down, Educate, and Lead In this segment, I share the one thing I hope every listener takes away: Donât be quick to dismiss strategies â learn first, then decide Reflect on where youâve come from and the responsibility you carry Work on your business, not justâŚ
đ FREE DOWNLOAD: Value Pricing Calculator + Proposal Workbook This tool has helped tax advisors: Build 8-figure tax plans Save clients over $1 billion Now you can access it FREE at: taxplaniq.com/ROI-method Thank you for being part of the Concierge CPA Podcast community. See you next time! #short
Estate & Business Planning Under OBBBA: Who Wins, Whoâs Squeezed? High-net-worth clients ($15M+) are safe â the estate exemption is untouched, and advanced strategies like GRATs, SLATs, and trusts remain intact. But the real squeeze is on clients between $500K and $15M. They face higher effective tax rates, tighter SALTâŚ
Who Really Wins Under OBBBA? Not Who You Think. The most common question I get: Who benefits most from the One Big Beautiful Bill Act (OBBBA)? Is it the top 1%? The lower income brackets? Spoiler: itâs not either. In this video, Iâll break down exactly who wins â andâŚ
Heâs there through it all! Ready to cowork before I am, or nap of course. Whoâs your coworking best bud? #cutedog #short
Back in 2018, I was excited to help clients navigate TCJA â what we thought was a once-in-a-lifetime tax reform. Now, with OBBBA, we get a second one. The worldâs attention is on tax planning again. This isnât more work. Itâs the biggest opportunity for advisors to shine. In thisâŚ
QSBS Retroactive Wins: Amend and Refund QSBS isnât just about future exits. If your clients sold Qualified Small Business Stock in the last 3 years, they may be eligible for refunds by amending returns. What to do now: Ask about recent sales of QSBS. Educate them on what qualifies. ReviewâŚ
đŞ We are opening the doors MONDAY and I almost forgot to post here! đ The 10 Days to Close a Tax Plan Challenge is back. It has everything you need to create your BEST tax plan yet: live training with me, step by step prework, daily homework, community support,âŚ
OBBBA Planning Checklist for 2025 and Beyond Here are the most important moves to make now: Use the $15M estate exemption ($30M couples) starting 2026: gift, GRATs, SLATs, ISLYTs Take full advantage of the $40K SALT cap while it lasts (2025â2029) Accelerate capital investments and cost segs for 100% bonusâŚ
R&D Tax Win: Immediate Expensing & Retroactive Relief Starting January 1, 2025, domestic R&D costs can once again be fully expensed â no more forced five-year amortization. You can also claim the R&D tax credit on the same expenses. Whatâs in it for your clients? Immediate write-off fosters growth andâŚ
100% Bonus Depreciation Is Back â Permanently Good news. The One Big Beautiful Bill Act (OBBBA) brings back 100% bonus depreciation, permanentlyâfor qualifying property placed in service after January 19, 2025. That includes used assets, too. Why this matters: ⢠Immediate full write-off of business assets ⢠Major schedule flexibilityâŚ