The Advisor Podcast

Almost everything these days is done digitally, which means speed and convenience to everyone. But along with its many benefits comes heightened awareness when it comes to data security. With scammers, phishers, and cyber attackers lurking out there, just one wrong click and your business could be gone. Jen Coleman and Paul Villanueva talk with Michael Garofalo about their Pleasant-Valley-based bu...

It is projected that we are about to enter an era of enforcement marked by more stringent enforcement of tax policy, which will raise the bar for small businesses seeking to claim the R&D tax credit. On today’s show, Michael Garofalo sits down with Brad Poris . Brad leads the northeast region of BDO's Business Incentives Group, with a specialization in the research and development tax credit....

Many people live paycheck to paycheck, but with disability insurance, you'll have no money issues during accidents. Michael Garofalo welcomes Carolin Mohrmann , a Benefits Advisor at Aflac, and Don Badgley , an Insurance Counselor at Northwestern Mutual and Small World Wealth Management. Join in the conversation to discuss how short- and long-term disability insurance plans augment one another. Mo...

Life is made up of choices. In every aspect of it, you have to know how to deal with certain situations. In addition, you have to be equipped with the tools you need to keep moving forward. Chuck Omphalius  of Max It Out (MIO) Retirement  discusses the rationale behind his 930 Plan to create awareness for people. We also talk about tax-wise strategies for hedging against inflation, then we take a...

Did you miss the Former Advisor Host, Brian Powers ? This is your lucky episode! Today, Brian returns with a massive update on his new role. For those who don't know Brian, he's the Former Vice President of Business Development Marketing at JGS, CPA, and the Founder of The Advisor Podcast. Join in the conversation as Brian talks with Michael Garofalo from the other side of the mic about his work w...

Brittany Johnson  and Laura Johnson  aren't afraid of dirty work as long as it means that they get to grow their business. Their normal business operation, based in Middletown, New York, focuses on fire and water remediation - but COVID-19 added a whole new dimension: disinfection of surfaces. The shortage of PPE combined with significant uncertainty around the spread of the virus made 2020 an ext...

When cutting costs, people usually don't think of utilities since it is the lifeblood of any establishment. But what if there was a way for you to save money for your business just by looking into your energy consumption? Today's guest  Matthew Holland  is the Vice President of Business Development at  Reflective Energy Solutions . They work tirelessly to help clients manage their energy expenses...

You have to be prepared for the moment 100% of the businesses start to reopen. You have to be there right out of the gate, but how can you do that if you keep worrying about the smaller tasks? If you want to grow, you need your full attention on your main mission. This is why you need a professional employer organization system. To talk more about that is Tom Lemmey and Brian Kennedy . Tom and Bri...

Just because you're working from home doesn't mean you can't get stressed. Everyone gets stressed. Some people are so used to being stressed that they don't even know that they are. Join your host, Brian Power, and his guest, Prash Kotecha , on how to build resilience against stress. Prash is the Owner of Stress To Success , where he coaches leaders to optimize their lifestyle. Especially in these...

The after-effects of COVID-19 for business operations are far-fetching. Without discipline, you’ll have to deal with massive breakdowns. Brian Power’s guest in this episode is Colin Clayton , Business Development Executive at Staples Advantage. Colin talks with Michael about how you can’t rely on one employee or supplier to run your processes. Otherwise, if that one employee or supplier fails, the...

Many small businesses these days don't have the resources to increase efficiency and mitigate costs. This hinders them from moving forward and growing because of how much time they are spending on things that can be automated. This is where the power of technology and digital transformation comes in. Join Brian Powers and Andrew Cohen in this discussion about workplace efficiency. Andrew is the CE...

Doing property tax assessments is one crucial area of real estate to determine where your money is going and what it means to you in the future. Since this is quite a complicated process, seeking professional help is never a bad idea. Brian Power talks with Karen Hagstrom from Stenger, Diamond & Glass law firm to share how she helps people in this process. She explains the pitfalls to avoid in...

Social Security definitely offers a lot of retirement benefits, making it an excellent investment for anyone. However, not everyone is properly educated on maximizing how much you can get from it. Brian Powers talks with Jim Blair and Marc Kiner  from Premier Social Security Consulting to share the most important strategies to follow to properly navigate Social Security and calculate its benefits....

In this episode of The Advisor Podcast powered by JGS, CPA, we welcome attorney A.J. Iuele of the firm Stenger, Diamond and Glass, LLP. A.J. speaks about the facts and myths of spousal support. Spousal Support also known as spousal maintenance (and formerly called alimony) is money paid from one spouse to the other once a marriage has ended. While the words are different, the meaning is the same. ...

Residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Diamond and Glass SDG Law returns to discuss some of the new changes in New York to the law. We last spoke with Ian in July. He discussed new provisions put in place right before the pan...

In this time of quarantine and isolation, running errands can be the last thing you want to do. Brian Powers’ guest has the solution for you. He sits down with  Micah Bennett , the owner of  Hudson Valley Concierge Service  that offers services that range from picking up groceries to being an extra pair of hands during a busy time. In this episode, Micah shares with us the birth of his business th...

Equal parts animal shelter and community resource, the Dutchess County SPCA (DCSPCA) is making a big impact in the Hudson Valley. In this episode of The Advisor Podcast brought to you by JGS, CPA we speak with executive director, Lynne Meloccaro. With a new leadership team in place, an entirely humane approach and a mission to foster a community where all animals are treated with respect and compa...

During this pandemic the need is great to re-invent what we take for granted. In this episode of The Advisor Podcast, Gina Sullivan of Revel 32 in Poughkeepsie explains how she her husband Jim and their family have done just that with their event space.  Gina shared with us the history of the building and how they have been working for the last year and a half to renovate a former Masonic Temple i...

Bankruptcy can come with a lot of misconceptions. When it comes to bankruptcy it is easier to talk about what it is not. It is not the company going out of business or management being tossed out. In the latest episode of The Advisor Podcast brought to you by JGS, CPA, Mary Ephraim an attorney from Stenger, Roberts, Davis & Diamond, LLP SRDD Law spoke with us to dis-spell the myths surrounding...

Navigating commercial and residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Roberts, Davis and Diamond SRDD Law discusses some of the new changes in New York to the law. Ian discussed new provisions put in place right before the pandemi...

There have been important changes to the state liquor license regulations in New York during the recent COVID-19 crisis. In this episode Jessica Glass, a partner with the law firm of Stenger, Roberts, Davis and Diamond, SRDD Law reviewed those changes and how businesses need to prepare. We discussed how restaurants and bars want to utilize outdoor space and have more contactless space for customer...

Creating a safe environment for your business is important as we return after the COVID-19 crisis. In this episode of The Advisor Podcast we speak with John Evans, President and CEO of The Air Guys. The Air Guys is a professional environmental testing company. John is an industrial hygienist. John told us about the services his company provides. He spoke about the current crisis and what can be ex...

Digital Marketing needs to be part of your overall marketing now more than ever. In this episode we spoke with Tony Morino, President and CEO of 23 Marketing Group. Tony shared with us what his clients are seeing now coming out of the COVID-19 crisis and his firm is helping them. We discussed the different industries his firm services and how they are marketing their services. We covered the diver...

As businesses begin to re-open and business owners bring back their employees there is important information they need to know. In this episode we spoke with Ed Kowalski and Tom Lemmey from Ethan Allen HR Solutions. Ed and Tom informed us of the resources New York State offers employers as they begin to bring their employees back to work. Ed discussed the requirements businesses will have to meet...

Starting to re-open businesses and the economy after the COVID-19 is going to be difficult but not impossible. In this episode we spoke with Bill Fioravanti, Director of Economic Development for Orange County, NY. Bill shared with us the re-opening resources the county has put together for businesses. We discussed the different steps business owners will have to take over the coming weeks as we re...