Whether you’re just getting started or a seasoned pro in the Medicare insurance market, the ASG Podcast has got you covered. Learn marketing tips and sales strategies. Receive industry updates on Medicare Advantage and Part D plans and stay compliant. Find out how the FMO Ritter Insurance Marketing can help improve the way you sell insurance. And so much more!
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Welcome to The Enrollment Clinic, the premier podcast for higher education professionals focused on enrollment growth and admissions excellence. Hosted by Gjergj Dollani, this podcast is your go-to resource for staying ahead in the fast-paced world of higher education. Each episode features interviews with influential university leaders, admissions experts, and innovative thinkers who share valuable insights and strategies. With a wealth of experience in the industry, The Enrollment Clinic e ...
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
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Helping Students Pass the Real Estate Exam across the U.S.Providing help with the PSI real estate exam and much more. Find out why real estate school students ALL across the U.S.get real estate exam help from 40 year veteran, John Mayfield to help them pass the real estate exam on the first attempt!Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first att ...
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Welcome to my #TaxTalk, where I clarify tax confusion for content creators. I’m Kesha JonTae, and with over 15 years as a CPA and Enrolled Agent, I help content creators - just like you - keep more of their money in their pockets and out of Uncle Sam’s hands. Join me each week as I discuss tax strategies and provide actionable advice and insights to navigate the tax world with clarity. Whether it's understanding regulations or leveraging tax-saving tips, #TaxTalk is your go-to guide for lear ...
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The Church Finance & Minister Tax Podcast- Church finances, Minister Taxes, Minister payroll, IRS Compliance
Michelle R Brown, EA, Christian Business Mentor, Enrolled Agent
Hey there, I’m Michelle and I love all things Jesus, business and church finances! I help church finance individuals just like you go from feeling confused and frustrated with what you don’t know about church finances, to being more confident in your role while increasing your proficiency and expertise in the church finance realm. Are you tired of Google searches that result in endless pages of answers to your questions about church finances, housing allowances and clergy taxes? Do you need ...
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John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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Welcome to Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA. Carlos is the Founder of Tax Debt Consultants, LLC. He is and the author of How to Make The IRS An Offer They Can't Refuse. As an Enrolled Agent, Carlos is also an NTPI Fellow®. This is an elite group of professionals with significant expertise in representing taxpayers before the IRS. He has spent the last 19 years helping clients and customers all over the country get out of financial trouble and problems wi ...
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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All about your finances and money management! Hosted by FolaSade
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Passionate publisher delivering the crème de la crème in literature📖. Explore our handpicked collection of must-reads. 🌟 #BookCurator #Books #eBooks #Audiobooks #PDF #Kindle #Mobi #ePub
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your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
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Podcast by John P. Mullowney
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Main Street Mavericks Radio brings you insights and strategies of exceptional Main Street businesses serving friends and neighbors in their communities as educators and advocates for their customers. With this show, we build the awareness of the importance of Main Street businesses across the nation because they are the places where we do business, make memories, and help our communities thrive.
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"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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Key Changes for ACA Open Enrollment 2025 ft. Ross Baker from HealthSherpa
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Discover what's new for the ACA Market in PY 2025. HealthSherpa's Ross Baker joins Sarah to discuss changes and updates for the upcoming Open Enrollment Period. Mentioned in this episode: HealthSherpa Official Site: https://www.healthsherpa.com/agents/features Follow HealthSherpa on Social: Facebook: https://www.facebook.com/healthsherpas/ Instagra…
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Are Enrolled Agents (EAs) actually good to help with audits and other various tax issues? Here's my answer! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -TAX ATTORNEY VS. CPA: Similarities | Differences | Who Should You Hire?: • TAX ATTORNEY VS. CPA: Similarities | ...…
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How to Ask Your Current Clients for Referrals
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Your clients are a great resource to generate new leads. Happy and loyal clients will tell friends and family about your remarkable service. Find out how to build a referral network with current clients to grow your business! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and …
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Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2
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From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly gl…
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Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2
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Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting …
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Changes to Medicare in 2025 Affect Dual Eligible Special Needs Plans
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CMS recently announced changes that will affect Dual Eligible Special Needs Plans. Press play to learn how this affects you and your D-SNP clients for the upcoming plan year! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 4 Ways PlanEnroll Wil…
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Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth
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Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. "You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an or…
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#535 Can't Pay Your Taxes By October 15th? Here's What To Do
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In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Farah Saleh to dive deep into IRS debt resolution strategies. Learn why non-filing is far more dangerous than non-payment, and discover key strategies to resolve debt, from installment plans to creative solutions like leveraging personal assets. Whether you're facing liens…
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Can You Still Get IRS One-Time Forgiveness If You're Already in a Payment Plan?
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If you are already locked into a payment plan with the IRS, can you pursue receiving one time forgiveness? You may want to listen in to today's episode for the answer! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -IRS One-Time Forgiveness Explained: • IRS One-Time Forgivene…
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CMS Announces Medicare $2 Drug List Model RFI
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The Friday Five for October 11, 2024: CMS Final Guidance on Round 2 of Medicare Drug Price Negotiations HHS Releases ACA Marketplace 2026 Proposed Rule Apple Intelligence Features Coming October 28? Setting the Record Straight on Cigna & HCSC CMS Announces Medicare $2 Drug List Model Request for Information Contact the Agent Survival Guide Podcast!…
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Is This the ABSOLUTE WORST Tax Relief Ad in Existence?
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Is this the worst tax relief ad you have ever seen? Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/Por Logan Allec
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Blendi Salaj: From U.S. Student Life to Higher Ed Leadership and Gen Z Mentorship
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Join us on this episode of The Enrollment Clinic as we chat with Blendi Salaj—media personality, former Director of Communications at Marin Barleti University, and a thought leader in education and stoicism. Blendi shares his eye-opening experience as an international student in the United States, where he encountered the disconnect between admissi…
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641: Franky Lopez is an Accountant & Fan of Competitive TV Shows [podcast]
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Franky Lopez, a senior accountant at BMSS Advisors and CPAs, shares his passion for competitive TV shows. Franky dives into his love for "Survivor," "Big Brother," and "The Challenge," as well as game shows like "Wheel of Fortune" and "Deal or No Deal." And let's not forget the Dallas Mavericks in the NBA. Growing up, his family frequently watched …
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Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC
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How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES…
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Ep 82 ~ Budgeting for Small Churches: Where to Start
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Today we’re going to tackle a crucial topic for small churches—how to create an effective budget, even when resources are tight. Budgeting can feel overwhelming, especially when you’re dealing with limited income, but with the right approach, it’s not only manageable, it can help your church grow and thrive. xo,MichelleNext Steps: Click below to le…
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Agent Apps | Budget-Friendly Streaming Services
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Find movie and TV streaming services that fit your budget. Join Tina as she reviews free and wallet-friendly streaming apps. Plex: https://www.plex.tv/ Tubi: https://tubitv.com/ Kanopy: https://www.kanopy.com/en PBS Kids: https://pbskids.org/ YouTube Movies & TV: https://www.youtube.com/feed/storefront Contact the Agent Survival Guide Podcast! Emai…
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#534 Buying a Business Series: Offer & Due Dilligence
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen share expert insights into the process of buying a business. They discuss how to evaluate a company’s financial health, the importance of due diligence, and why seller financing can be a game changer. Whether you're a first-time buyer or looking to expand, us…
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Can You Claim Your Boyfriend or Girlfriend For Taxes? Should You?
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Is claiming your boyfriend or girlfriend on your tax returns a good idea? Find out now in this episode! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -Offer in Compromise Guidelines + Formula: EXACTLY How Much to Offer to the IRS!: • Offer in Comp…
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How Modern Firm Owners are Addressing Common Industry Woes
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Zach Warren from Thomson Reuters Institute and Amanda Aguillard from Padgett dive into the pressing challenges facing modern accounting firms, particularly those in the mid-sized range. They explore innovative solutions to the talent shortage, discuss the surprising resilience of time-based pricing, and emphasize the critical role of technology ado…
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Staying Motivated Amidst Change & Disruption
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You’ve likely heard that this AEP is going to be challenging. That might be true, but we like to help agents thrive under pressure. Don’t miss our list of ways to keep calm and carry on selling through this annual enrollment period – challenging or otherwise! Have questions? Send them our way for answers! Email ASGPodcast@Ritterim.com or call 1-717…
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REWIND: 8 Relationship Marketing Strategies for Insurance Agents
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We’re hitting rewind on one of our favorite podcast interviews! Join Sarah as she chats with Luke Acree and Andrew Saksa from ReminderMedia. You’ll learn how to combine passive and proactive marketing, explore relationship marketing, and so much more! Already a Ritter Agent? Sign up with ReminderMedia! Not a Ritter Agent? Get more information on ge…
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The New Value Pricing Paradigm with David Yeghiaian and Michelle River | Gear Up For Growth
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A 1,200 percent gain in billing. Gear Up for Growth With Jean Caragher For CPA Trendlines Accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability,…
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What to Do if Your Medicare Part D Plans Become Non-Commissionable
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Carriers not paying commissions on PDP business? We understand the frustration! Listen for ideas on how to move forward while still serving the best interests of your clients. Read the text version Claim your free portfolio review with Ritter! Resources: 2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D: https://ritterim.com/…
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#533 How ANY Finance Professional Can Explode Their Wealth
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In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with conf…
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DoorDash Driver Didn't File Their 2020 Tax Return!
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Have you not filed your 2020 tax return just like this DoorDash driver? It might be time to listen up! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/Por Logan Allec
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2025 Medicare Advantage and Medicare Part D Premiums
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The Friday Five for October 4, 2024: KFF Study on Medicare Beneficiaries’ Tendency to Shop Ritter’s First Annual ACA Summit Agent Reaction to MedicareCENTER & Upcoming Webinar Instagram Best Practices & New Pro Dashboard Features 2025 Medicare Advantage and Medicare Part D Premiums KFF Study on Medicare Beneficiaries’ Tendency to Shop: Ochieng, Nan…
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How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner
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Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHO…
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FAQs about Third-Party Marketing Organization (TPMO) Disclaimers
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Under CMS regulations, agents are considered Third-Party Marketing Organizations. We’ve got the FAQs to keep you informed! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare…
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#532 The Side Hustle System: How To Make Money In Your Free Time
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down the roadmap to turn your side hustle into a powerful income stream. Learn how to form an LLC, develop a solid marketing strategy, and implement seven key principles that will set your business up for sustainable success. Here are some of the highlights: Mark emphas…
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H&R Block AND Her Tax Pro Messed Up! Lost Refunds!
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Getting your taxes done by professionals should NOT be messy, but in some cases, outside of Choice Tax Relief, they are. Listen to this story about someone who got their taxes messed up by H&R Block AND a Tax Professional! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/…
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Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
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Agents and agencies are considered Third-Party Marketing Organizations (TPMOs) by CMS. Listen to learn about marketing guidelines and how to stay compliant! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: CMS’ New Definition of Marketing & How …
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Kelly Mann: Be the Bull in the China Shop | The Disruptors
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Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …
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What does the IRS have to say about voluntary withholding on housing allowances? Check out todays episode to find out!xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEA Disclaimer: The information provided in the Church Finance and Minister Tax podcast is for general informational purpos…
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Preparing Clients for the New Medicare Prescription Payment Plan Program
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Learn more about the new Medicare prescription payment plan program ahead of the 2025 Annual Enrollment Period. Get the information you need now so you can answer client questions this AEP! Read the text version Resources: 5 Things About the Medicare Prescription Payment Plan: https://link.chtbl.com/ASGF20240726 Contact the Agent Survival Guide Pod…
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