Beyond the Bottom Line

Most people think resilience means toughing it out. Ashton has learned it's actually about not making a bad moment worse. In this minisode, Miguel sits down with Ashton to learn the habits that keep him steady under pressure, from how he structures his day around his own energy to the boundaries that protect his focus, to the mental process he runs before responding to an angry client instead...

Most business owners think cybersecurity is about hackers in hoodies breaking through firewalls. The reality is far simpler, and far scarier: your biggest security risk is your own people. In this episode, Miguel sits down with Matt Mulcahy, founder of Miami Cyber, to unpack what cybersecurity actually looks like for small and mid-sized businesses in the age of AI. Matt shares how a $25 million wi...

We're bringing this one back because the conversation is more relevant than ever, AI search isn't slowing down, and neither is the impact on your business visibility. Many business owners are watching their website traffic drop without understanding why. Miguel experienced this firsthand when Tax Hack's blog traffic plummeted from 88,000 to 3,000 unique visitors. The culprit? AI ove...

Most founders learn leadership through business books, mentors, or painful trial and error. Miguel learned some of his most important leadership lessons at the dinner table. In this minisode, Miguel reflects on how raising kids, especially through the messiest, most humbling moments, quietly shaped the way he leads his team. The same instinct that makes a founder dangerous at work, the certainty t...

Most entrepreneurs are great at building systems for their business. Calendars, processes, accountability, all of it. But very few build systems for being present. Miguel has been an entrepreneur and a father since he was 17, and one of the hardest lessons he's learned isn't about scaling a firm, it's about learning to actually show up for the moments happening right in front of him...

Why do so many AI initiatives fail despite the massive investment and excitement surrounding artificial intelligence? In this episode, Miguel sits down with Art   Shectman , Founder and CEO of Elephant Ventures , to discuss how businesses can move beyond AI experimentation and start creating real operational impact. An MIT-trained engineer and technology leader with more than 20 years of experienc...

In this special edition of Beyond the Bottom Line , Miguel breaks down the most important tax and strategy updates shaping how business owners should plan right now. For the first time in several years, businesses are operating in a more stable tax environment without constant retroactive changes reshaping prior filings. With clarity from recent legislation, the focus now shifts from reacting to p...

In this minisode of Under the Hood , Miguel and Ashton discuss one of the firm’s core values: Harmony in Life, Success at Work . They break down why building a successful company isn’t about maximizing hours worked, but about managing energy, creating space to recharge, and giving people the flexibility to fully show up both personally and professionally. From four-day workweeks and Flex Fridays t...

In this episode of Beyond the Bottom Line , Miguel sits down with Jenn Cordova, founder and creative director of Jenn Cordova Design , to talk about what it really takes to build a brand that stands out and actually sells. Jenn shares her journey from working in-house design roles to building her own creative studio, driven by the need for more creativity, challenge, and ownership over her work. W...

In this episode of Under the Hood , Miguel and Ashton go behind the scenes of what it actually took to get through this year’s 4/15 deadline. From scaling the team and integrating a new acquisition to making tough calls on client fit, they break down how the firm operated at its highest capacity yet. They talk through the decision to intentionally “churn” clients, how they structured service tiers...

Most businesses know they need better systems. The problem is figuring out what to build, where to start, and how to make sure it actually drives results instead of creating more complexity. In this episode, Miguel sits down with Pablo, Co-Founder of CodingIT, and Chester McLaughlin, Engineering Manager at CodingIT, to break down what it really takes to build custom software that supports growth....

A lot of business owners spend time trying to get everything right before they make a move. The plan, the structure, the tools, the details. But in reality, most of the progress comes from starting, learning as you go, and adjusting along the way. In this episode, Miguel sits down with Zohaib “Zo” Peti to talk through his path from early hustles to building and scaling multiple businesses. He shar...

In this episode of Under the Hood, Miguel and Ashton talk about how they approach events today. From ski trips and small group settings to panels and tech week, they get into what actually makes these experiences valuable. Over time, they learned that it’s less about formal agendas and more about building real relationships, having honest conversations, and creating the kind of environment where p...

Your checking account exists, the wires go through, and sure, there are some fees here and there, but that's just how banking works, right? Meanwhile, you’re earning 0.08% interest on idle cash, paying $25 per wire, and exposed to fraud risks you don't even know exist. In this episode, Miguel and Renee sit down with Brandon Arvanaghi and Dustin Kamali at Meow to break down what business...

In this episode of Under the Hood, Miguel and Ashton talk about how their approach to sales has evolved.  From chasing every opportunity to slowing down and figuring out if it’s actually the right fit, they get into how they open calls, why rapport matters, and what happens when sales and onboarding stay connected. It’s a candid look at how they think about selling today and why sometimes the best...

How to Reduce Taxes on Your Rental Properties You bought a rental property years ago. Maybe decades ago. It’s appreciated significantly, you’ve depreciated it down to almost no basis, and now the thought of selling makes you nervous because of the tax bill. Additionally, you’re also tired of the maintenance calls, the liability, the capital expenditures that always seem to hit at the worst time. I...

In this episode of Under the Hood, Miguel and Ashton talk about culture at Centurion - what it looks like when it’s working and what it looks like when it’s not. They discuss a hire that forced them to rethink what really matters, why respecting people’s time is non-negotiable, and how real feedback is one of the most important ways to honor someone’s work. It’s an honest conversation about how cu...

Most business owners have cash sitting in a checking account earning nothing. They assume treasury strategy is too complicated, too risky, or only worth it once the numbers get big enough. Meanwhile, inflation is quietly eroding their buying power every month. In this episode, Miguel sits down with Mike Dombrowski of Rho to break down what treasury strategy actually is and how founders at any stag...

How We Got Here: The Origin Story  Before Miguel and Ashton worked on bringing tax credits and advisory strategies to small and medium sized businesses, they were debate partners at South High School in Torrance, CA. This is their origin story of how a whiteboard strategy in Miguel's LA apartment and a three-month trial period turned into seven years of scaling a 7-figure tax advisory busines...

Most vacation rental owners buy a property, throw in some furniture, and hope for the best. Then they wonder why the bookings are inconsistent and the nightly rate never reaches what the numbers promised. But what if you could incorporate a design strategy that changed your business for the better? In this episode, Miguel sits down with Erica Dike, principal designer at Erica O Designs, to walk th...

AI Search Strategy for Business Owners Many business owners are watching their website traffic drop without understanding why. Miguel experienced this firsthand when Tax Hack's blog traffic plummeted from 88,000 to 3,000 unique visitors.  The culprit? AI overviews are changing how people find information online. In this episode, Miguel sits down with Ryan Russell, founder and CEO of BizIQ, to...

Ever wonder what happens when finance, technology, and tax strategy all come together? In this recap, we dive into how Rho’s unified financial platform can streamline operations and help you maximize your R&D tax credit.   #WebinarRecap #TaxHack #FinTech” 

CALCULATE YOUR R&D TAX CREDIT NOW! Use our free, no obligation R&D Calculator: https://mytaxhack.com/r-and-d-calcula... LET'S CONNECT! https://www.instagram.com/taxhack https://www.youtube.com/@taxhackaccountinggroup2945 https://www.linkedin.com/company/taxhack/mycompany/ https://www.x.com/TaxHackAmerica/ http://www.mytaxhack.com NEED TAX HELP? CONTACT US TODAY! https://mytaxhack.com/...

Tax Changes 2025: Bonus Depreciation, Land Conservation Easements & Corporate Transparency Act In this episode, Daniela and Miguel break down key 2025 tax updates that could impact your business and investments. We cover the latest changes to Bonus Depreciation , new considerations for Land Conservation Easements , and essential provisions of the Corporate Transparency Act . Whether you'r...

Tax Changes 2025: Bonus Depreciation, Land Conservation Easements & Corporate Transparency Act   In this episode, Daniela and Miguel break down key 2025 tax updates that could impact your business and investments. We cover the latest changes to Bonus Depreciation , new considerations for Land Conservation Easements , and essential provisions of the Corporate Transparency Act . 📊 Subtopics Cov...