Trust Us We're Professionals

In the next entry into our critically acclaimed series on HBO's Succession and succession planning, our experts break down transistioning your business to a third party.  Just like Willy Wonka. 

We all love the timeless movie The Princess Bride . The drama, the humor, the desire for someone to respond to our every request with "as you wish".  But, there are lessons in it beyond just love and happiness. That's right! You can learn a lot about good strategic planning for your organization from The Princess Bride .

Many business owners have worked years to build up their business, and would love nothing more than to have a family member take over when they retire. Most of the time, that means their children.  This can be great, but it also presents some unique challenges. Continuing our series on succession planning, we air the dirty laundry when it comes to successful family sucession planning, 

Netflix's Squid game says a lot about society, the power of money, desperation, entertainment...and budgeting? You read that right. To our financial experts, the hit television show is a meditation on budgeting.  And meditation is better than killing people. At least that's what we think. 

Employee rentention has always been vitally important, but perhaps now more than ever. In our latest episode, we use the classic television show The Office to highlight what you should, and definitely should not do, to keep your employees happy.

If you don't watch HBO's Succession , you're missing out. It's a heck of entertaining ride that highlights some harsh realities with transistioning a business to family members.  But that's just one type of succession planning. So, we decided to do a whole series breaking down the subject.  We present to you....Part I. 

What better way to celebrate our new season than by going into the dark world of disaster recovery planning. We bring in our resident financial "prepper" to help guide your business through an unexpected event.  Risk management. Priority services. Sharknado. We cover it all. 

The Season 1 finale is here! We reflect on the past year, tell you what you need to know from a tax planning standpoint, and have plenty of surprises in store.

Crypto can be fun and frightening...just like the classic television show " Tales From The Crypt ". So naturally, we decided to merge the two.  In our latest podcast, our experts break down the phenomenon that is cryptocurrency...and possibly attempt The Crypt Keeper 's laugh.   

We all watched (and loved) the hit series Loki . But did you know, the nexus events in the show actually parallel economic nexus? Wait...what? That's right! In our latest episode, we break down how Loki (in it's own way) actually explains which state(s) you have to pay sales/income/payroll taxes to. 

A good board of directors is the engine that makes a non-profit go. But what does a good board of directors look like? In our latest episode, our experts use Disney characters to break down the personality traits you want on your board of directors. 

Have you ever dropped some change in a fundraising jar by the cashier? Rounded up with your credit card to benefit a non-profit? Always feels like a drop in the economic bucket...and then came the "ice bucket challenge". In our latest episode, we highlight that viral movement and the vital economic role non-profits play...despite getting very little press.  Ice bucket challenge excluded.     

You read that correctly. In our latest episode, we explain how there is no better analogy to getting financing for your small business than Pretty Woman . What? How? Impossible! Trust us...we're professionals :)

Conservatorships have been in the news a lot recently...because of Britney Spears. However, many people don't understand what a conservatorship really is, or how common they are. Perhaps most importantly, more often than not, they work. Clearly Ms. Spears's conservatorship is toxic.  In our latest episode, our experts take control of the conservatorship conversation and tell you what you need to k...

The Big Short was a great movie...and kinda confusing. Why? Because it covered a very complicated economic situation that even Margot Robbie, in a bathtub, couldn't quite explain.  Thankfully, our licensed financial professionals are here to explain it. Even more thankfully, this is a podcast...so you won't see them do it in a bathtub.    

Enron is one of the largest accounting frauds in U.S. history. Most of us remember that, but many of us don't understand the actual ways that Enron "cooked the books". In our latest episode, our financial experts break down the accounting "fraud triangle" and how Enron got lost in it. 

Unfortunately, swindlers are everywhere. Their investment scams are often complex and seemingly "real".  Fortunately, there are warning signs to look out for and tools to help identify these "Ponzi schemes". In our latest podcast, our financial experts teach you how to be smart and safe with your investments and choosing your financial advisor. 

Knives Out showed us Daniel Craig's southern accent, a heck of a good time, and how estate planning typically involves a murder mystery plot. Ok, only in Hollywood does estate planning involve a murder mystery plot.  But, it did remind our financial experts of how many estates are poorly set up. In the latest Trust Us We're Professionals podcast, our financial experts dice up Knives Out and cut to...

Most of us think Shark Tank is pretty entertaining. You get introduced to some cool (and ridiculous) new products, and learn a bit about business. And you get to see Mr. Wonderful...be himself.  But how accurate is it really? Sometimes the valuations can be just as ridiculous as the products. How do some of these companies possibly think they are EVER worth that much? Our experts dive in (pun inte...

Every day, people are faced with many tough "calls". Does one buy or rent? Is it time for a new job? Del Taco or Taco Bell?  However, history has shown us one of the toughest calls, in the history of the universe, is the NFL "catch" rule. It sure looked like a catch...but the officials say no. Why is something so simple been made so complicated?  Which got the financial experts at SSC CPAs + Advis...

The official trailer for the Trust Us We're Professionals podcast . 

Licensed financial professionals Chris Underwood, Michele Hammann and Chris Kohart break down the infamous "tax write off" and how it's portrayed in shows like "Seinfeld", "Schitt's Creek" and "Young Sheldon". Are these shows even somewhat accurate? What are the craziest attempted tax deductions they've ever seen? What are some tax deductions that seem absurd...but are in fact legitimate.  These q...