Tax Pros Unplugged

Today we're talking about a topic that Jared has been dying to discuss... how to die and owe no taxes.  Lots of questions always come up with so called death taxes, but what's the real story?  

Do you want to be a BettySue? The industry is continuing to change, as it has for many years, and smart tax pros can see whats coming.  Where do you fit in? What can you do bring value? Where are you staying stuck?  

Today we welcome Matthew Kresslein, CPA of https://kressleincpa.com/ Matthew has been fangirling since the inception of the Tax Pros Unplugged podcast and we're breaking down some of his best and worst moments we've had so far in our journeys.  

The IRS just lost over 11,000 employees from its Taxpayer Services division — and a brand-new TIGTA report confirms the chaos is real. In this episode, Kelly and Jared break down what's actually happening inside the agency, where your clients are going to feel the squeeze, and their playbook for navigating a broken system.

Employees are one of the greatest part of entrepreneurship. They can also be one of the biggest challenges. How do you lead well? How do you deal with the difficult choices when you have empathy? Why can hiring mistakes be so expensive?  Episode sponsored by: taxfounded.com The community for Tax Professionals who want to build better. Join us today!

Starting a small business often means tackling a bunch of taxes you never saw coming. Today we talk through a few of our least favorite taxes to manage, and why they're not to be brushed aside.

Today we're back to what we love to talk about most... taxes! The internet has lots of great ideas, but are they always what they seem? We talk through all the true, false or maybe's we hear online. At least Kelly sees them online, Jared might be surprised by what the internet says!

Today, after many months of trying to have Jared keep a secret, we're happy to announce the launch of taxfounded.com We've built a community for tax firm owners who want to thrive not just survive. Based on our own frustrations where traditional models have fallen short, we're thrilled to bring our passions to you.  To see if you're a great fit for what we're building, go to taxfounded.com and fin...

In this episode, Kelly Bender, Jared Foos, and guest Brad Messner, PhD, explore the rapidly evolving landscape of technology in the tax industry. They discuss AI, automation, data security, and how tax professionals can adapt to stay ahead in a fast-changing environment.

We see a lot of tax pros take positions on returns that they possibly don't understand, and definitely can't defend.  What moves should tax pros stop doing right now when it comes to serving our clients well? What are some red flags to watch for?  Also, spoiler alert, Jared went golfing!

Today we welcome Will Hamilton, founder of SmartPath, a pricing and engagement application to help accounting firms get more value out of their firms. We unpack marketing and sales strategies, as well as decipher what works and what doesn't. Will Jared finally succumb to building his personal brand?  Please visit smartpath.co for more information on Will and his company.

Today we're coming to you live on April 15. What's happening in our offices today and how much tax money is heading to the government today? We don't have an agenda, but we're happy to be at the first finish line of the year!

What is the big deal about money anyway? Today we discuss our take on what money really is, and how we see success and wealth leaving clues around us.  Are you thinking scarce or abundant when it comes to money?

Jared has been on a podcast learning kick lately, so he's bringing all his insights in to the conversation this week.  What does it look like to grow as a human, a leader, or a professional?  Join us for the weekly banter as we try to improve ourselves along with you.

Today we welcome Melinda Garvin to discuss what selling a practice has looked like for her.  When was the right time? How did she feel about the whole process? Does she have any regrets?  Melinda brings some valuable insights into a difficult to discuss topic, plus we get to see where Jared gets his sense of humor.

Automated bookkeeping seems like a magic pill. But many times, there are hidden factors in those books that aren't telling the whole story. Today, we unpack some of the common mistakes we see business owners make when it comes to managing their own books and how it's probably costing them money.

What does it really look like to teach adult continuing education? This week we're joined by NATP's Content Program Manager, Misty Erickson, to talk to us about what good education looks like, and when to run for the door.  Speaking of great tax education, early bird pricing for  Taxposium | NATP  ends May 31.  Come join us!

Are you really supposed to say yes to every type of client that comes your way? Are some people completely oblivious to their own behaviors? Has the illness made Kelly more unfiltered than usual? We're not exactly sure what direction we went this week but it's still fun. 

Do S Corps save your life? Why do some people think they're the holy grail of tax  planning?  Today we unpack why they work and when they don't.   We think S Corps can be pretty cool, but personally, we'll leave the saving to Jesus.  

This week we're talking about what our career paths looked like to bring us to today. Maybe having a little insight in to who we were before today will help you see a little of yourself somewhere in our journeys. There's no linear path to success! If you want to be considered as a guest on our podcast, please fill out this form. https://www.lifeuntaxed.com/podcast Thanks for following along with u...

Anyone who's been divorced knows it's usually a terrible experience. But what about the tax implications? Who takes the kids? Who keeps the house? Is there taxes involved in the splitting of assets? Today we unpack the realities, good bad or ugly, and hopefully give a little light at the end of the tunnel.  Jared always brings his best marriage advice as usual.

This week we're tackling a dangerous taboo topic that nobody wants to discuss, pricing!  We know it's hard, but what is the real cost of pricing too low and are you actually being well served by taking the bottom dollar "professional".  Plus we'll add a few nuggets about mental health and organic food just for fun.  

Not every tax savings strategy is a giant savings, but several nuggets add up to a sizable difference and can lead to more dollars in your pocket.  Today we unpack a few savings strategies we see that are commonly overlooked but can often end up with some great results if used properly.  Plus Jared has a few more movie references Kelly doesn't understand and a new tshirt?

It's a new year, and every business owner wants to turn over a new leaf at the beginning of the year.  This week we unpack why budgets can mean freedom, and why a lack of systems can usually lead to frustration.  Plus, Jared is donning a new dad tax shirt, and Kelly continues to shamelessly plug her new book, "Just Start Here", available wherever books are sold or at lifeuntaxed.com

It's tax season, which means we are going to hear all sorts of crazy stories.  From my dog ate the homework to how to keep that cash out of sight, it's the time of year where nothing surprises us.  How can you be a little more informed about what your tax pro is thinking when you tell us things we wish we didn't hear.