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Find Jeffrey's SE Assessment selfemployedassessment.com

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Special Guest: Jeffrey Shaw.

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Special Guest: Tabitha Hollimon.

Trust yourself and your gut. Want to see your future? Look around you!

Tune in for this captivating conversation with Chris Picciuro, a seasoned expert in the accounting field. Prepare for an enlightening discussion that will not only entertain you but also shed light on some common misconceptions about accountants and their role in your financial journey.

Here are the top talking points from this episode:

Niche Specialization: Chris shares his experience of finding success by specializing in serving real estate investors. Learn how focusing on a specific industry transformed his practice and brought him a diverse clientele.

The Disconnect: One of the biggest frustrations for accountants is clients not understanding the distinction between tax planning/strategy and tax preparation. Discover why it's essential to recognize the separate value propositions and avoid feeling personally responsible for clients' lack of planning.

1031 Exchange: Dive into the intricacies of a 1031 exchange and the common misconceptions around it. Gain insights into the importance of involving your accountant in the process and why attempting a DIY approach can have costly consequences.

Health Insurance Subsidies: Understand the implications of taking a subsidy for your health insurance and how it can impact your tax situation. Learn why it's crucial to consult your accountant to make informed decisions and avoid unexpected financial burdens.

Dependents and Filing: Explore the complexities surrounding claiming dependents, especially in cases of divorce or unmarried couples with children. Uncover the responsibility that taxpayers hold in ensuring accurate reporting and understanding their personal tax situations.

Personal Responsibility: Remember that as a taxpayer, you have the ultimate responsibility for your financial decisions. Discover how partnering with a knowledgeable accountant can guide you towards making informed choices while avoiding common pitfalls.

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Connect with Shannon here if you're Inbox Zero founder:

Special Guest: Shannon Weinstein.

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Special Guest: Trivelle Simpson.

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Special Guest: Nikki Adamson.

Connect with Ralf here superaccountants.com

Special Guest: Ralf Heyer.

Co- founder of Profit First Professionals. Since starting Profit First Professionals in 2014 from the basement of Mike’s house Ron has implemented, certified and taught Profit First to hundreds of Accounting Bookkeeping and Coaching Firms throughout the globe! Ron is an expert in sales processes/systems, hiring, scaling, and operations. Ron is also known as “Obie Ron” throughout out Profit First Professionals for his business acumen. Ron is an avid sports memorabilia collector and car enthusiast. He is married with a daughter living in New Jersey, USA.

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Special Guest: Ron Saharyan.

Patrick Jackman is Founder and Managing Principal of The Jackman Group LLC, a training and development organization specializing in leadership development training, team enhancement, leadership coaching and sales training.

As a leadership development expert, master trainer and coach, with over 25 years of experience working with national companies, top executives, faith-based organizations, Patrick has trained, coached, developed, and mentored hundreds of leaders and their teams to instill high-performance results. He is very passionate and positive in his approach and has a proven commitment to the ongoing success of every one of his clients, partners and friends alike.

He is also host of a weekly live conversation and interview broadcast, THE:30, with a goal of providing valuable information that enhances the viewer and listener's personal, professional growth.

Patrick is an ordained Minister and is Executive Pastor-Elect at New Life Fellowship Church in Rochester, NY.

Connect with Patrick linktr.ee/pjackman007

Special Guest: Patrick Jackman.