Earmark Podcast | Earn Free Accounting CPE

Beyond the Tax Hacks: Why Implementation Trumps Theory with Jasmine DiLucci


Listen Later

Ever wondered why there's so much questionable tax advice circulating on social media? In this eye-opening episode, Blake Oliver sits down with Jasmine DiLucci, a rare triple-threat professional - attorney, CPA, and enrolled agent with nearly 500,000 YouTube subscribers.

Jasmine pulls back the curtain on why tax misinformation spreads like wildfire online and reveals the number one reason tax strategies fail (even legitimate ones): poor implementation and documentation. Through her journey from taking over her parents' small practice to building a multi-million dollar firm, she shares hard-earned wisdom about scaling a tax practice and finding team members who can uphold your standards.

You'll discover how Jasmine unexpectedly found that her social media presence attracted not just clients, but exceptional talent to her firm. She also provides practical insights on tax resolution work, dealing with the IRS, and resources that can help tax professionals level up their expertise. Whether you're a tax practitioner looking to grow or a business owner wanting to avoid tax pitfalls, this conversation delivers valuable takeaways that could save you thousands in an audit.

Sponsor
MakersHub - https://earmarkcpe.promo/makershub


Chapters
  • (00:00) - Introduction to Jasmine DiLucci
  • (01:25) - The Rise of Tax Misinformation
  • (05:34) - Challenges in Tax Law and IRS Audits
  • (08:38) - Jasmine's Practice and Clientele
  • (12:22) - The Importance of Proper Tax Documentation
  • (29:11) - Leveraging Social Media for Tax Education
  • (31:38) - Inspiration from Family
  • (32:28) - Early Exposure to Tax Profession
  • (34:15) - Taking Over the Family Business
  • (35:49) - Scaling the Firm & the Power of Social Media
  • (42:32) - Building a Strong Team
  • (50:33) - Technology Stack
  • (51:48) - Conclusion and Community
  • Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com
    https://earmark.app/

    Download the Earmark CPE App
     
    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Our Guest, Jasmine DiLucci

    LinkedIn: https://www.linkedin.com/in/jasminedilucci/
    Twitter: https://twitter.com/DiLucciCPA
    Facebook: https://www.facebook.com/diluccicpas
    Instagram: https://www.instagram.com/diluccicpa
    TikTok: https://www.tiktok.com/@diluccicpa

    Learn more about DiLucci CPA Firm

    https://dilucci.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

    ...more
    View all episodesView all episodes
    Download on the App Store

    Earmark Podcast | Earn Free Accounting CPEBy Blake Oliver, CPA

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    24 ratings


    More shows like Earmark Podcast | Earn Free Accounting CPE

    View all
    Accounting Best Practices with Steve Bragg by Steve Bragg

    Accounting Best Practices with Steve Bragg

    254 Listeners

    Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

    Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

    76 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    113 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    270 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    245 Listeners

    Business Strategy for CPA's by Geraldine Carter

    Business Strategy for CPA's

    43 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    25 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    23 Listeners

    The Modern CPA Success Show by Summit Virtual CFO by Anders

    The Modern CPA Success Show

    9 Listeners

    Building the Premier Accounting Firm by Roger Knecht

    Building the Premier Accounting Firm

    14 Listeners

    Accounting High by Accounting High

    Accounting High

    48 Listeners

    Oh My Fraud by Caleb Newquist

    Oh My Fraud

    125 Listeners

    Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

    Federal Tax Updates

    30 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    38 Listeners

    Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

    Unofficial QuickBooks Accountants Podcast

    39 Listeners