Your Valued CPA®

Business creditworthiness must be established over time and certainly before the business actually needs it. Most entrepreneurs make the mistake of co-signing their name and personally guaranteeing their business ventures. However, your business can operate without you!

R&D Credits are not new, but the Big Beautiful Bill revamps this elusive credit! Does your business qualify for new and innovative ideas, research, development, process generation, and new software? New business development can mean many things. Don't miss out!

The numbers don't lie. When preparing your business for tax preparation make sure you are not overstating income and not understating your expenses. This is a critical guide to save you time and frustration.

The goal of every business and household is to Pay Less Taxes, Increase Cash Flow, and Keep More Money so that you can deploy cash to what is important to you, instead of flushing hard-earned dollars due to lack of planning! Tax Planning can change your business and household dynamic so that you can operate with ease, confidence and certainty. Tax planning is not a one-and-done task. Tax planning...

The best tax strategies are ones that you don't have to exert any more time or money into. This is why certain everyday expenses that you already have can be turned into business expenses as long as they are used for business purposes and can be documented.

There are misconceptions as to how to pay yourself as an LLC and there is misleading information out there. This Podcast is the first step in clarifying why this topic is so confusing and opening the door to future conversations.

The Big Beautiful Bill, signed into law on July 4, 2025 has brough a lot of heat, excitement, and conversation. We will be dedicating several episodes to dissect what it means for you the individual and you the business owner.

Why is business credit so imperative and why is this topic not discussed more frequently? Cash flow is imperative for any business and establishing business credit so that the business is no longer dependent on you is one of the key strategies in creating a strong business foundation. Let's explore the topic of business credit in depth so that you can prepare yourself for your business journey.

Many times, I have found there is confusion between business profits and distributions and which one of these is taxable. This episode dives into how your profits are generated and then the 5 key-ways you can use your business profits, one of which includes distributions. If you plan correctly our distributions are not taxable to you if you own a flow-through business entity. Let's explore togethe...

Cash flow concerns and opportunities are at top of mind for any entrepreneur. The first thing a business owner and entrepreneur learn in business basics is that once you run out of cash flow, you no longer have a runway and the business cannot operate. Cash flow is a hot topic of conversation, and business owners always look for options to increase it. Finance expert, Dr Jason Henderson, shares wi...

Saving for retirement is an important aspect of managing our wealth and cash. Typically, we want as much freedom and control to invest in what we want however many times we are limited to what is on the financial advisor's platter offering. What if there was another option? Knowledge is power and exploring the self-directed retirement investment option is part of expanding your tools, knowledge an...

In this episode of Your Valued CPA, we dive into the game-changing power of personal branding with the #1 Global Branding Expert, Rey Perez. Discover how your unique identity isn't just about recognition—it's a strategic asset that drives profit and amplifies your influence. Whether you're an entrepreneur, business leader, or professional looking to leave a mark, mastering your personal brand can...

Did you know that many of your decisions can save you hundreds and even thousands of dollars in taxes if planned for? I hope that this episode gives you the tools to better understand your options and helps illuminate the conversations that can potentially change your cash flow and tax situation.

A Ponzi Scheme loss is very stressful emotionally, physically, and financially. More specifically, the year of discovery, and future years of Ponzi Scheme loss recovery can be filled with lots of stress and unknowns. These Podcast Episodes are meant to shed light on an already stressful situation, help you uncover some options, and bring hope to new possibilities to consider on your road to recove...

There is hope to have some sort of recovery, at least from the tax perspective, for those that have been victims of a Ponzi Scheme Investment. In one of my prior videos, I go into the details of what the Safe Harbor rule is and what is required to file properly. This video specifically clarifies confusion about required documentation, and if tax-advantaged assets that invested in the fraudulent in...

Theft, Criminal Investment Firms, and Ponzi Schemes are prevalent, and the IRS has very specific rules so you can maximize your deduction during this stressful time of losing your investment, due to no ill activity on your part. The IRS has a SAFE HARBOR way to report Ponzi Scheme losses so that you do not have to put traditional capital loss limits on your loss. In our discussion you will discove...

As business owners, we want tax savings, cash flow, security, and wealth driven strategies. We may all be familiar with whole life insurance however there are options where your whole life insurance policy can also be a tax-deductible expense. This Podcast is a must-see and will provide the clarity you need to explore options, create tax strategies and wealth while providing your business and fami...

The January 2025 Hunter Biden Tax Evasion Case findings have raised many eyebrows due to their high-profile debut. No matter what political lines you lean towards, all politics aside, what was discovered in this specific case is important for every business owner to know. This case outlines mistakes that unfortunately any business owner can make if not careful. My insights from over 2 decades in t...

As business owners, payroll is important for many reasons: IRS Compliance, Cash Flow, Payroll Taxes, among others. However, payroll can many times be an overwhelming task for business owners. This Podcast Webinar is a must-see and will provide the clarity you need to stay in compliance, simplify your business, and reduce any overwhelming feelings on the topic! This Podcast webinar will: · Explain...

Hollywood & Number Crunching go hand in hand. In order to be prepared to drive your business and dream into a tangible reality, you must know the terrain, what to expect, and a strong handle on the numbers. This combination will sustain your idea, your business, and your success in one of the most cut-throat industries. Co-Founder of E! Entertainment Network, Larry Namer, shares his secrets to...

Starting a business can be daunting and running a successful business can come with its challenges. No matter if you are new or seasoned the same set of rules apply when dealing with the IRS. So, if you just need a refresher or if this information is new to you here is a little insight on co-mingling, reimbursements and piercing the corporate veil.

Filing 1099s can be a stressful time for the business owner, for the independent contractor and for us! IRS regulations are consistent for 1099s however there is still quite a bit of confusion about employees, contractors, businesses and individuals that get paid for services and how to report these at the end of the year. This Podcast will: · Explain the difference between employees and contracto...

Let's face it, we get enamored with the idea, the concept, the freedom of a business but we don't really know what we are stepping into. In the first episode we discuss the first ideations of "you don't know what you don't know" and how to take the right step forward with the IRS, with separating your business from yourself, and with focusing on what really matters while not repeating the most com...