Facts, Figures, and Fallacies, from the Front Line

Does your company do business in multiple states? All the operations and regulations can quickly get confusing. Jessica is here with Nick and Mitzi to explain everything you need to know about running your business! Mitzi is the co-host with Nick and Jessica as they talk about all things from a CPA's POV. Each week, they will share their expertise knowledge on everything from crypto currency t...

🏡💸 Join Mitzi, Jessica and Nick as we explain how you can buy Real Estate in a Self-Directed IRA! 🔄 We hope to turn your retirement dreams into reality on this episode of Facts, Figures and Fallacies! Link to resource Nick shared in the episode! Mitzi is the co-host with Nick and Jessica as they talk about all things from a CPA's POV. Each week, they will share their expertise knowledge on...

What are the new tax exemptions? Filing 2023 taxes does not have to being confusing as Nick let's us know all the details for you to benefit the most out of your business! We are back with a new year and new episode of Facts, Figures and Fallacies! ⁠Nick's Chart for Business Deductions⁠ #BusinessExemptions2024 #TaxRelief2024 #SmallBusinessExemptions #Entrepreneurship2024 #BusinessOwner #Ta...

🚀 Ready to start 2024 strong? 💰 Tune in to our latest podcast episode with Nick for the ultimate checklist to turbocharge your company's cash before January 1st! 📈 Subscribe to my channel for guidance and pointers on the following: - Business Compliance - Business Income Taxation - Entity Formation and Taxation - Nonprofit - Personal Income Tax From small businesses to Fortune 500 companies...

📊 CPA wisdom: When to start your business? Timing matters! 💡Consider market trends, financial readiness, and personal readiness. Nick says, – "Strategic planning is the key to a successful launch." Consult with a CPA for financial insights and set your entrepreneurial journey on a solid foundation! #BusinessStart #CPAInsights Subscribe to my channel for guidance and pointers on the fol...

🗓️ Nick says, "Don't Wait!" Connect with your CPA before year-end to maximize your financial strategy. From tax planning to investment insights, a proactive consultation ensures you're making informed decisions for a strong financial future. 📊💡 #YearEndPlanning #FinancialWisdom #CPAAdvice Subscribe to my channel for guidance and pointers on the following: - Business Compliance...

📚✨ As we approach the year's end, it's time to wrap up those financial chapters! 🎉📊 Jessica is here so you don't forget to tackle year-end accounting tasks! Subscribe to my channel for guidance and pointers on the following: - Business Compliance - Business Income Taxation - Entity Formation and Taxation - Nonprofit - Personal Income Tax From small businesses to Fortune 500 compani...

📊 Tax talk just got a whole lot more exciting! 💼 Today, Jessica dropped some serious knowledge on the 990 form. 🤓💡 Clearing up the mystique and making tax season a breeze! 💨 Ready to tackle the nonprofit numbers with confidence! 990 Tax Form p4839 Subscribe to my channel for guidance and pointers on the following: - Business Compliance - Business Income Taxation - Entity Formation and Taxatio...

🚀 Exciting news in the financial world! The Mega Roth is a game-changer for retirement planning. 💸 Tax-free growth, larger contribution limits, and flexibility make it a top choice for savvy investors. 💼 Mega Roth Graph Subscribe to my channel for guidance and pointers on the following: - Business Compliance - Business Income Taxation - Entity Formation and Taxation - Nonprofit - Personal Incom...

The Backdoor Roth IRA loophole is a strategy that allows high-income earners to contribute to a Roth IRA by first making a nondeductible traditional IRA contribution and then converting it to a Roth IRA. This method takes advantage of the fact that there are no income limits for Roth IRA conversions, providing a way for individuals with higher incomes to access the benefits of tax-free Roth withdr...

You Maxed out Your Mega Roth IRA for the Year! 💰 Planning for a tax-free retirement is the way to go! Join Mitzi as they discuss the easy steps you take! Health Savings Account Information Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inc...

Jessica is here to help you understand the 2023 updates of the Employee Retention Credit (ERC) that introduces enhanced tax benefits and broader eligibility criteria. Supply chain disruption remains a persistent issue, requiring companies to implement innovative solutions and strategic measures to mitigate the impact of delays and shortages on their operations. Check out the links below for what w...

Did you know, Teacher Retirement Systems (TRS) are pension plans for educators. 📚💼 TRS benefits can impact Social Security due to the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). WEP can reduce Social Security benefits for those with TRS pensions, and GPO can affect spousal or survivor benefits. It's crucial for teachers to understand these rules when planning fo...

🌱 As your side business growing, it's time to strategize! 📈 Explore options, refine your brand, and make smart business steps. 💡 Aways innovate and adapt to sustain that growth! 💪💼 Check out the videos shared by Jessica S-Corporations Explained https://youtu.be/BLuD-0Cdk-c Subcontractor write-offs https://youtu.be/Qj47WWT9EZ4 Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sulliv...

🏦 Secure Your Legacy with a Revocable Living Trust! 📜 Looking for a way to protect your assets, ensure privacy, and simplify the distribution of your estate? Look no further than a Revocable Living Trust! 🌟 🔐 Keep control of your assets during your lifetime. 🙅♀️ Avoid the costly and public probate process. 🤝 Ensure smooth management of your affairs if you're unable to.👨👩👦👦 Customize...

📊 Mastering Bill Matching in QuickBooks with a Jessica! 💼 Are you ready to conquer your business finances like a pro? Join us for an exclusive session where we unravel the secrets of matching bills in Intuit QuickBooks with the guidance of a certified CPA! 💰💼 🔑 Learn how to streamline your accounting workflow. 💡 Discover tips for flawless expense management. 📈 Ensure financial accuracy and...

Whether you're a crypto investor, or you use crypto as a virtual currency, or you are in the crypto mining business 💵, understanding how taxes apply to your digital assets is crucial. So, let's get started! 💰 Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized...

OH no! You made a mistake in reconciling! That's okay, Jessica will get you on the right track so you can continue killing it in your business! Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Subscri...

How to save over 15% on taxes just for filing as an S-Corp! Nick is here to teach you a business trick that can save you thousands! Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Subscribe to my channel...

Are you mining Crypto Currency? Then you are self employed! Tune in to this weeks episode to learn tax information that is critical to your business. Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Subsc...

So you started a business with a friend or colleague, how do you file taxes for both you and your business partner? Nick is here to answer that question for you today!  Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial pub...

Common QuickBooks Errors is back! Here Jessica does a quick segment on how to avoid double-counting expenses in QBO. Save time and energy with less mistakes. Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offerin...

We are continuing our series about Crypto Currency on this weeks episode with Mitzi. Join us on how you can save taxes with just one click of a button! Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Sub...

Nick joins us today to explain in this short video how to save in taxes if you own a Air bnb. Hi, I'm Mitzi E. Sullivan, CPA. My company, Mitzi E. Sullivan, CPA offers client-centered assurance, tax, and financial advisory services, specializing in small and medium-sized enterprises (SMEs), from inception to initial public offering. Subscribe to my channel for guidance and pointers on the foll...

We are rolling in with a new episode from our other series, QuickBooks Errors! In episode 7, Jessica is showing us how to recognize revenue. How much do you actually save with your auto deductions? Check out on this weeks podcast of Facts Figures and Fallacies from the Front Lines! Check out the link for the graph " ⁠Simplified Option or Regular Method Chart⁠ " Hi, I'm Mitzi E. Sulli...