If you own real estate, you've probably received, if not this year, then at some point in the past, a notice that your real estate taxes are increasing. If you are not sure why they are, or what you can do to reduce them, you will want to listen to this podcast. I've asked Sara Sorenson, an attorney in Georgia, USA, who works with her clients to help them reduce their real estate taxes. If you have questions or would like to learn more about how Sara can help, please contact her at sara@sorenson...
Oct 12, 2020•20 min•Season 5Ep. 4
With a remote workforce, it has been a challenge to keep teams focused and productive. Prior to COVID, incentive programs were offered to give additional motivation to employees. Programs like . Now is more important than ever to keep your employees focused on their jobs and incentivizing them is still a great way to help, however, now we have to be much more creative. Cokkie Eaker is in studio to share some new and creative incentives programs that will help keep your employees and teams motiva...
Oct 05, 2020•28 min•Season 5Ep. 3
Real estate investment over the past several years has been amazing. However, there may come a time when you are no longer interested in participating in the real estate market and want to cash out. Your options are limited if you want to defer the tax on the gain from the sale of your real estate. Rob Pecha, famously known as 1031 Rob, joins me in studio to share a strategy that allows real estate investors to defer their gains on the sale of real estate. Rob's groups specializes in the 1031 ex...
Sep 14, 2020•23 min•Season 5Ep. 2
Competition is healthy and fierce! Making sure to always have that edge on your side allows you to stay ahead of your competitors. No one knows this better than Brian Amann, founder and CEO of CPAEdge. Brian was a founding partner at his former CPA Firm and recognized an opportunity to bring valuable guidance and strategies to other CPA Firms throughout the country. Brian joins me in studio to share his thought of the CPA landscape and how to best build a stronger practice. For questions or to l...
Sep 08, 2020•27 min•Season 5Ep. 1
Have you ever been to the grocery store and get that end of shopping question - "Would you like paper or plastic?" If you're like me, paper is the preferred bag because I always thought it is environmentally safe. After speaking with Greg Levy, Founder of Point 5 Packaging, I may actually switch my answer. If you have further questions for Greg, please feel free to reach out to him at glevy@p5pkg.com or (847) 678-5016
Aug 06, 2020•9 min•Season 4Ep. 17
I chose that title for this podcast, because after interviewing Greg Levy, Founder of Point 5 Packaging, I know it's true. Point 5 Packaging has been around for 10 years and has built a strong position as a leader in Modified Atmosphere Packaging (MAP) systems (this is what keeps the food you buy fresh.) Greg shares valuable insight into the shift in the food industry to meet the new demands within the food industry. I will say that if you are going to college in the coming months or know someon...
Jul 28, 2020•24 min•Season 4Ep. 16
I've always felt it was a compliment to receive a call from a recruiter. Early in my career when a recruiter called me I took their call because that meant I have skills that another company wants... it's nice to be wanted. However, over the years, I've learned, that not all recruiters are the same. As it turns out, there are ones that talk a good talk, but they are not considering your best interest when discussing new opportunities. I've asked Scot Warady, Founder of 360 Technology Staffing Gr...
Jul 20, 2020•22 min•Season 4Ep. 15
When your company expands their current facility or is planning to move, did you know there are incentives that may be available to you? Many are unaware of what is really available to them when they to go the county or state to find out if there are funds to motivate them to move into their community. Shelly Carmichael with Maxis Advisors is in studio to give some insight into how to best approach these projects. You may think that receiving $25,000 to move to a new location is worth it, until ...
Jun 23, 2020•20 min•Season 4Ep. 14
As we are wrapping up second quarter, many companies are reviewing their financial positions and how to create cash flow for the second half of the year. Brad Gubler, Principal and a Founding Member of Ascendia Advisors joins us in studio to share some unique ideas and strategies that many businesses are not familiar with. If you have additional questions or would like to discuss ideas with Brad directly, please contact him at brad.gubler@ascendiaadvisors.com or (678) 427-9787.
Jun 17, 2020•20 min•Season 4Ep. 13
A small part of the tax code has delivered great cash flow to businesses that are designing buildings for energy efficiency. Some people are familiar with it, but there is still quite a bit of confusion on the best approach to properly claim the 179D Energy Efficiency Deduction. Imran Syed, Director of Source Advisors 179D team joins me in studio to give a great explanation on what 179D is and the best approach. He also shares some great case examples of the cash benefits. If you have questions ...
Jun 11, 2020•18 min•Season 4Ep. 12
We know there are many questions about the economic relief available and how to quickly infuse cash flow. That's why SourceHOV Tax has teamed up with Synergi Partners to present a webinar on the available tax credits under the Families First Coronavirus Response Act (FFCRA) and CARES Act, and also the lucrative Research & Development Tax Credits. Jeff Walker, Senior Vice President with Synergi Partners and Jordan Fazio, Technical Director with SourceHOV Tax will share their insight and case ...
May 08, 2020•2 min•Season 4Ep. 11
In this final episode of our series "Not So Obvious", we have Shelly Carmichael with Maxis Advisors in studio to share how they were able to help a business decide on whether to expand in their current location or move to another.
Apr 29, 2020•7 min•Season 4Ep. 10
In the episode 2 of this short series, I've asked Chris Hitselberger, Managing Director of our Cost Segregation Practice to join in studio to share some insight into how to increase the tax free component of a REIT Dividend.
Apr 27, 2020•6 min•Season 4Ep. 9
Since we launched the Not So Obvious - R & D In the Mortgage Industry, we had several listeners contact me with follow up questions. I asked Alex Pak back to the studio to answer some of the questions.
Apr 23, 2020•7 min•Season 4Ep. 8
In the multiple conversations I have with the various technical experts I work with, there are many times when I have been enlightened with new information. I am launching this mini-series to introduce some of those ideas you may not have thought of regarding strategies for U.S. Businesses. The first episode is giving some insight and information into how the R & D Tax Credit may be available for Mortgage Companies. I hope you find it informational and beneficial. If you have any questions o...
Apr 20, 2020•8 min•Season 4Ep. 7
The CARES Act was just passed on March 27, 2020. Brian Coddington and Charles Duncan join me in studio (virtual, in the interest of social distancing) to discuss the very complex parts of the CARES act specifically related to Commercial Real Estate, depreciation and related topics. If you have questions of would like to talk further with Brian and Charles, please e-mail me at michael.warady@exelaonline.com Also, if you have any other topics you would like to hear, you can e-mail me and I will wo...
Mar 29, 2020•42 min•Season 4Ep. 6
If you have never worked from home, or have had limited experience, there are definitely some things you should always do and not do! I've had a home office for the past 16 years, and have made a few mistakes along the way. I've asked my wife, Denise Warady, to join me in studio to talk about the challenges in working from home and give advise on how to best manage your day!
Mar 20, 2020•18 min•Season 4Ep. 5
United States companies are growing and are reinvesting into that growth. Many businesses look for additional resources to help support their growth, but are not familiar with what is potentially available. Shelly Carmichael, Senior Manager at Maxis Advisors join me in studio to share some insight on where there is additional funds available for businesses that are expanding and growing.
Mar 15, 2020•20 min•Season 4Ep. 5
Back in 1975, it was pretty easy to understand how to handle construction interest. Fast forward to 1986, and along came 263A changing the way to properly handle this interest. Now with the TCJA, small taxpayers are enjoying a blast from the past with new interest capitalization rules. . We brought in Brian Coddington, noted accounting methods consultant to our studio to give some insight and thought leadership in this area of the tax code. If you have additional questions, please feel free to r...
Mar 03, 2020•19 min•Season 4Ep. 3
Configure One has been helping manufacturers around the world become more efficient through their enterprise CPQ Software. Mick McDonnell, CEO of Configure One joins us in studio to share how manufacturing used to be and how much more efficient it is now through their CPQ Software. For our subscribers that are not as familiar with the manufacturing process, you can visit www.configureone.com/what-is-cpq. To learn more about Configure One, you can visit them at www.configureone.com
Feb 28, 2020•19 min•Season 4Ep. 1
If you have ever bought a building, made improvements, or built a building, the idea of a Cost Segregation most likely came up. Recently we have had questions come up about ones that are not so obvious. Most people already know about an apartment building, or a manufacturing facility. But what about a cost segregation on a golf course? Or even a working ranch? Chris Hitselberger, Managing Director of Source HOV Tax's Cost Segregation team joins us in studio to share some of those stories....
Feb 16, 2020•22 min•Season 4Ep. 1
In this final episode of our 5 part series, Brad David and David Jones of Iron Grid, Inc. discuss the importance of backing up your data. A copy of your data is no longer enough! They will share where it should be backed up and why it is important to be on the cloud.
Feb 01, 2020•34 min•Season 2Ep. 5
In episode 4 of this 5 part series, David Jones and Brad David help give some additional clarity into what Intrusion Detection Systems are and "island hoping".
Jan 19, 2020•37 min•Season 2Ep. 4
It seems like everything we touch needs to be password protected. On top of that, it can't be the same password you keep for ever. Eventually, there comes a point where you think to yourself, I'll just use an old password or use an easy one. This podcast, which is episode 3 in our 5 part series about protecting yourself online, Brad David and David Jones from Iron Grid share their insight and expertise into the importance of passwords.
Jan 11, 2020•37 min•Season 2Ep. 3
In this episode, the second in our 5 part series, we have Brad David and David Jones from Iron Grid join us in studio to help give better insight into exactly what phishing is and how to avoid and protect yourself.
Dec 21, 2019•34 min•Season 2Ep. 3
Protecting ourselves against Ransonware has become a bigger and bigger challenge for many of us! We all try to take the right steps to prevent ransomware from happening, however, those people that are doing ransomware are becoming more innovative and creative in how they access our computers. This is episode 1 in a 5 part series in how to protect ourselves and our information from those trying to steel it. Brad David and David Jones from Iron Grid join us for this 5 part series and help us under...
Nov 25, 2019•39 min•Season 3Ep. 1
We don't even know when hackers are looking at our personal information. The best way to protect ourselves is education. We are taking a break from US Tax Incentives to host a series focused on Cyber security and protecting your information from hackers. Brad David, CIO at Iron Grid is at the forefront of cyber security and is with us in studio for this 5 episode series. We will start launching the podcasts later this month. Make sure to subscribe so you are notified when they are launched....
Nov 05, 2019•1 min•Season 1Ep. 3
GPS Capital Markets was founded by bringing the best minds from the top multi-national banking institutions together. Since that time, they have structured hundreds of billions in FX transactions and saved individual clients millions of dollars. They help clients enhance their financial positions and reduce their risk exposures. Dave Pierce, Managing Director of Global Hedging Products joins us in studio to deliver some insight and valuable information on how to best protect against foreign exch...
Aug 23, 2019•21 min•Season 2Ep. 1
As our clients continue to grow globally, they are asking what other tax incentives are available to them. I am excited to have Peter Corley from The MPA Group join us in the studio to talk about the R & D Tax Credit in the UK and how clients are benefiting from the credit.
Aug 05, 2019•18 min•Season 1Ep. 8
We invited David Carmell, CEO of DealRockit into the studio to share how small businesses and investors can be matched. David invented DealRockit to accelerate interactions and transactions that create growth and exceptional outcomes. DealRockit is the digital marketplace and membership community that's revolutionizing how the small business ecosystem (current and prospective small business buyers, sellers, owners, investors, aspirers, and providers) interact and transact worldwide. In today's f...
Jun 03, 2019•15 min•Season 1Ep. 9
