All Episodes
Displaying 1 - 20 of 26 in total
Stepping Back
Today we welcome Melinda Garvin to discuss what selling a practice has looked like for her. When was the right time? How did she feel about the whole process? Does sh...
Your Books Are Lying
Automated bookkeeping seems like a magic pill. But many times, there are hidden factors in those books that aren't telling the whole story. Today, we unpack some of th...
Behind the Curtain
What does it really look like to teach adult continuing education? This week we're joined by NATP's Content Program Manager, Misty Erickson, to talk to us about what g...
No Means No
Are you really supposed to say yes to every type of client that comes your way? Are some people completely oblivious to their own behaviors? Has the illness made Kelly...
Jesus and S Corps
Do S Corps save your life? Why do some people think they're the holy grail of tax planning? Today we unpack why they work and when they don't. We think S Corps can...
How Did We Get Here?
This week we're talking about what our career paths looked like to bring us to today. Maybe having a little insight in to who we were before today will help you see a ...
Taxed In Divorce
Anyone who's been divorced knows it's usually a terrible experience. But what about the tax implications? Who takes the kids? Who keeps the house? Is there taxes invol...
You Charge How Much?!
This week we're tackling a dangerous taboo topic that nobody wants to discuss, pricing! We know it's hard, but what is the real cost of pricing too low and are you ac...
Hidden Tax Nuggets
Not every tax savings strategy is a giant savings, but several nuggets add up to a sizable difference and can lead to more dollars in your pocket. Today we unpack a f...
New Year, New You
It's a new year, and every business owner wants to turn over a new leaf at the beginning of the year. This week we unpack why budgets can mean freedom, and why a lack...
My Client said WHAT?!
It's tax season, which means we are going to hear all sorts of crazy stories. From my dog ate the homework to how to keep that cash out of sight, it's the time of yea...
Tax Season Is Coming
The annual pilgrimage every taxpaying American must make is here. But this year might look different, given the sweeping new tax bill that passed last year. What shoul...
The Spirit of Giving
The end of the year is a great time to consider your blessings and make gifts to others. But when we give, is there an added bonus of a tax deduction lurking somewhere...
ROTH Talk
Roth IRA's get a lot of buzz as the best way to save, but are there any other options? Why does everyone think Roth conversions are the most magical unicorn ever? What...
BONUS - More Unplugged Q&A!
Want to know a little more about Jared and Kelly? We rapid fire through some quirky questions so you can know us a bit better. Stay tuned for our next episode!!
Growing Pains
What's the behind the scenes look like when you're building? Is it really that hard? This week we take a peak behind the scenes to see what actually keeps us up at nig...
Short Term Vs. Self Rentals
A lot of high income earners get stuck when they have rental properties with passive losses they can't take. How can they work around that? What hoops must we jump thr...
The Heart of an Entrepreneur
This week we welcome a special guest, Jon Paton, owner of Fit Fresh, Ohio's largest meal prep delivery service. In just 5 years, he's built a business that feeds peopl...
Do I Buy the Boat?
A common question at year's end is about buying fixed assets to offset current income. Sometimes it works, and sometimes it doesn't. What questions should you actually...
Does the LLC save me money?
Why does everyone talk about an LLC like it's a magic pill? Does it really help me save money? What even is an LLC? This week we unpack all the details on what the LLC...
