Hosted by former Marvel entertainment lawyer Paul Sarker and entertainment enthusiast Mesh Lakhani, Better Call Paul will delve into the business and legal issues at play behind the glitz and glam. This show takes you beyond the catchy headlines to find out what’s really at play behind the scenes and gives you an introduction to the business side of show business.
…
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Contenu fourni par Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Earmark Media, Roger Harris, EA, Annie Schwab, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Similaire à Federal Tax Updates
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
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Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
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Podcast by Chapo Trap House
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Diane Rehm’s weekly podcast features newsmakers, writers, artists and thinkers on the issues she cares about most: what’s going on in Washington, ideas that inform, and the latest on living well as we live longer.
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The UK Column is an independent news organisation analysing the information war.
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Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
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Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
))
Building Financial Literacy and Trust with Small Business Clients
Manage episode 387698897 series 3436441
Contenu fourni par Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Earmark Media, Roger Harris, EA, Annie Schwab, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses tactics for simplifying complex terminology, using visual tools, meeting clients at their level, and the "win win" benefits for both advisor and business owner.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Federal Tax Updates Episode 21
- (01:11) - Welcome Joey to the show
- (03:02) - Defining financial literacy
- (06:04) - Teaching clients to understand finances
- (16:02) - Understanding client personalities and tailoring communication
- (18:54) - Managing pricing and margins during inflation
- (22:57) - Keeping financial information simple yet accurate
- (27:33) - Answering client questions on financial decisions
- (30:42) - Documentation to protect against liability risks
- (33:48) - Year-end tax planning with clients
- (39:28) - Confusion caused by media coverage and ERTC mills
- (43:32) - Wrap up and remember to subscribe
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with Joey
https://www.linkedin.com/in/joey-vrooman-cpa-87371568
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
45 episodes
Partager
Manage episode 387698897 series 3436441
Contenu fourni par Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Earmark Media, Roger Harris, EA, Annie Schwab, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses tactics for simplifying complex terminology, using visual tools, meeting clients at their level, and the "win win" benefits for both advisor and business owner.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Federal Tax Updates Episode 21
- (01:11) - Welcome Joey to the show
- (03:02) - Defining financial literacy
- (06:04) - Teaching clients to understand finances
- (16:02) - Understanding client personalities and tailoring communication
- (18:54) - Managing pricing and margins during inflation
- (22:57) - Keeping financial information simple yet accurate
- (27:33) - Answering client questions on financial decisions
- (30:42) - Documentation to protect against liability risks
- (33:48) - Year-end tax planning with clients
- (39:28) - Confusion caused by media coverage and ERTC mills
- (43:32) - Wrap up and remember to subscribe
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with Joey
https://www.linkedin.com/in/joey-vrooman-cpa-87371568
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
45 episodes
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Similaire à Federal Tax Updates
Hosted by former Marvel entertainment lawyer Paul Sarker and entertainment enthusiast Mesh Lakhani, Better Call Paul will delve into the business and legal issues at play behind the glitz and glam. This show takes you beyond the catchy headlines to find out what’s really at play behind the scenes and gives you an introduction to the business side of show business.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Podcast by Chapo Trap House
…
continue reading
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…
continue reading
The UK Column is an independent news organisation analysing the information war.
…
continue reading
Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
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continue reading
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
