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Quit Your Whining

By all rights, “Tax Day” ought to be one of our favorite holidays, like “Christmas in April” without the carols, the hype, or the eggnog. That’s because eighty percent of us get refunds, averaging $2,782 each in 2017. (When was … Read more

Where Does Cardi’s Money Go?

The rapper Cardi B grew up in the South Bronx’s Highbridge neighborhood, where the median family income barely tops $27,000. Cardi, born Belcalis Armanzar, couldn’t wait to get out. She spent much of her time at her grandmother’s home across

The Freedom Formula for Physicians Podcast with Dave Dennison

My name is Dave Dennison and welcome back to the latest episode of “The Freedom Formula for Physicians” podcast. Well my friends, you might be sitting there, it is almost tax time, maybe some of you’ve already gotten it done, … Read more

Delivering Wow! A Conversation with Dr. Anissa Holmes Part II

So what are the strategies that can be put into place to really look at planning? So you know, we are recording this now just a few days before 2017, if I were now saying, let me go ahead and … Read more

Say No to PPO’s with Jordon Comstock and Ben Tuinel

We like you because we hate taxes, it’s kind of all about keeping more of what you make. Yes, I love that. The Secrets of a Tax Free Life. I already liked the title of it. Before we go on … Read more

Tax Planning as a 5 Step Process

The tax code has plenty of sections that business owners can use to lower the amount of taxes they have to pay. The trick to unlocking these secrets is proactive tax planning.

Business owners, like other busy taxpayers, engage in … Read more

The difference between the typical CPA and a Proactive CPA

A Conversation from the Dental Realist Podcast!

Thanks for being with us. So. Well, we’re probably just going to dive into some questions, but I think one thing the three of us had been wondering is how did you go … Read more

IRS Investigates a Pot of Gold at the End of the Rainbow!

St. Patrick’s Day is here, and every “Irish for a day” tippler in your social circle will take advantage of this convenient excuse to haul grandma out of the house for a little day-drinking. (It seems unnecessary on a Saturday,