Tax Pros Unplugged

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.  

The annual pilgrimage every taxpaying American must make is here. But this year might look different, given the sweeping new tax bill that passed last year. What should we expect?  How do you prepare? Jared and Kelly are here to give you the highlights, and how to plan to make this season one of calm and preparedness.  Fear not!

The end of the year is a great time to consider your blessings and make gifts to others. But when we give, is there an added bonus of a tax deduction lurking somewhere? We'll unpack what gifts are tax deductible and how to maximize your giving.  Happy New Year and Thanks for Subscribing to our show!

Roth IRA's get a lot of buzz as the best way to save, but are there any other options? Why does everyone think Roth conversions are the most magical unicorn ever? What festive Tshirt will Jared bring us today?  Please remember to subscribe and leave a review. Thanks for listening!

Want to know a little more about Jared and Kelly? We rapid fire through some quirky questions so you can know us a bit better. Stay tuned for our next episode!!

What's the behind the scenes look like when you're building? Is it really that hard? This week we take a peak behind the scenes to see what actually keeps us up at night... and it's not taxes. 

A lot of high income earners get stuck when they have rental properties with passive losses they can't take. How can they work around that? What hoops must we jump through? Is a rental property really a "passive" activity? Jared and Kelly unpack the realities of the rental game and talk about what they've seen work well and when the added stress just isn't worth it.

This week we welcome a special guest, Jon Paton, owner of Fit Fresh, Ohio's largest meal prep delivery service. In just 5 years, he's built a business that feeds people in more ways than one. We unpack his journey, his heart, and what he's learned along the way.  Find Jon's company at: https://www.fitfreshfast.com/

A common question at year's end is about buying fixed assets to offset current income. Sometimes it works, and sometimes it doesn't. What questions should you actually be asking and does it actually matter which code section I use?  This week we break down some year end considerations before you go buying something you don't need or can't afford.

Why does everyone talk about an LLC like it's a magic pill? Does it really help me save money? What even is an LLC? This week we unpack all the details on what the LLC really does and how it relates to your taxes.

How can you shield yourself from IRS scrutiny?  Is the IRS really out to look at every receipt you have?  Is MileIQ and Tinder the same basic thing?  Join us this week as we interview a representation expert, Amy Brosnan, for a behind the scenes look at what audits really entail.   Want more information about Amy? Find her at hello@afterthetaxreturn.com or on Facebook at After The Tax Return LLC....