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The Progressive Agency Podcast

The Progressive Agency Podcast

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The Progressive Agency podcast is a resource to help agency owners keep more of what they make. As a CPA, I work with many different business types to put tools in place that build wealth outside of their businesses. Agency owners in particular tend to struggle with this. My goal with The Progressive Agency platform is to provide clarity around tax reduction strategies that agency owners can use to achieve financial success in the long-term. Join The Progressive Agency community to learn new ways you can make your agency scaleable or sellable down the line. Click here to learn more about me.

Episode 59: Turning Intellectual Capital into Revenue, with Sharon Toerek

Sharon Toerek, Principal of Toerek Law, focuses her law practice on helping professionals in the advertising, marketing, and creative industries monetize their intellectual capital and manage the legal risks of their work. She joins me on the Progressive Agency podcast to describe how she helps agencies protect their intellectual property. Hear insights about: Why it’s…

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Episode 57: How to Avoid Common Financial Mistakes, with Jane Pfeiffer

This week on the Progressive Agency podcast, I welcome Jane Pfeiffer to the show. She helps amplify nonprofit organizations and the impact that they make through meaningful marketing solutions. During our conversation, Jane shares how to avoid common financial downfalls that agency owners make. Hear insights about: How the things that companies don’t know cost…

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Episode 56: Understanding the Pass-Through Entity Tax, with Craig Cody

If you’re searching for ways to lower your taxable income, learn how the pass-through entity tax could help. Listen to this episode to hear insights about: How the 2018 tax cuts impacted personal tax deductions What the pass-through entity tax is Why would business owners want to take advantage of the pass-through entity tax Which…

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Episode 55: Podcasting to Grow Your Agency, with Tom Schwab

This week on the Progressive Agency podcast, I welcome Tom Schwab to the show. He helps thought leaders (coaches, authors, speakers, consultants, and emerging brands) get featured on leading podcasts their ideal prospects are already listening to. During our conversation, Tom shares how having the right conversations with the right person could be life-changing for…

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Episode 53: The Benefits of Attitudinal Research, with Susan Baier

This week on the Progressive Agency podcast, I welcome Susan Baier to the show. She’s been a marketing strategist for thirty years and began her company, Audience Audit, in 2009. Susan helps marketing organizations understand their best audiences based on attitudes and needs, rather than just demographics or purchase behavior. Susan shares how research can…

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Episode 52: Deducting Business Travel Expenses, with Craig Cody

If you’re planning to travel for work, you’ve likely thought about deducting business travel expenses.  Listen to this episode to hear insights about: How business travel documentation rules differ between corporations and proprietorships Why you need to report your business travel on your business taxes rather than your personal taxes The four elements you must…

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Episode 51: Planning and Forecasting for Your Agency, with Tim Kilroy

This week on the Progressive Agency podcast, I welcome Tim Kilroy to the show. He’s founded three agencies and successfully sold two. Today, he helps digital agencies generate more revenue, more profit, and more happiness. Tim shares his forecasting and planning tips that help agency owners hire better and scale their business. Hear insights about:…

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Episode 50: Running a LinkedIn Ads Agency, with A.J. Wilcox

This week on the Progressive Agency podcast, I welcome A.J. Wilcox to the show. He’s managed over $150M in ad spend as the Founder of B2Linked.com, a LinkedIn Ads-specific ad agency. A.J. shares his productivity and business tips that have helped him start and scale his agency. Hear insights about: Why delegating is the most…

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