Dania Buchanan is the Senior Vice President of Growth and Marketing at SmartVault, an online platform that deals with document storage, secure file sharing, and optimization of workflow processes. John and Dania discuss the key differences between SmartVault and other similar platforms that allow them to fulfill key business needs in industries that deal with sensitive and confidential client information, as well as some of the problems that it solves.

This special report is an update on the previous Special Report. Dan Sundby, Chief Sales Officer, joins John once again to provide a state of the union for Financial Gravity and where things are going. John and Dan take a look at Financial Gravity’s leadership model, the changes made to the systems, processes, and people to keep in touch with the company’s vision, and what how things will change moving forward. Tune in to find out more about the changes afoot in Financial Gravity.

Rob Nixon is a disruptor in his industry who has coached over 400 accounting firms to help them get almost $1billion in new profit. He is the author of The Perfect Firm, and bestsellers Remaining Relevant and Accounting Practices Don’t Add Up. He has spoken in front of over 175,000 accounts and been in the industry for 24 years. On this episode, he joins John to discuss what’s broken in the accounting industry, and how he teaches accountants to run their businesses better.

Nick Sinclair is the Chairman and CEO of The Outsourced Accountant, a global provider of staff to accounting firms around the world. He has been in business for five years, with over 800 people on staff and doubling every year, and the interesting thing about his firm is that it is based in the Philippines. Nick and John go into the differences between outsourcing and offshoring, Nick’s model for his business and how it benefits both Western employers and Philippine employees.

After Meghan Markle married Prince Harry, becoming the Duchess of Sussex, she became a British Citizen. But will she leave her U.S. citizenship behind or pay the IRS double the taxes?

John Matheson has been a commercial real estate developer by trade for over 30 years and recently launched Commercial Loan Success, a company aimed at helping borrowers and lenders communicate in the same language. John Matheson and John discuss the importance of capital in growing a business, as well as how the recession has changed the rules of engagement. John Matheson’s software aims to help clients open up the conversation with lenders and ease the process, by revolutionizing the industry.

A fire ceased the production of Ford’s most popular, best-selling F-150 pickup. Not only do the repercussions affect Ford and their employees — but it reaches the IRS as well.

Mark Tapp is the founder of The Savings Guy, a company that helps businesses with loans, and a partner of Financial Gravity. Mark provides his clients an invaluable service by helping them get out of bad loans and into better situations financially by assessing their business situation from a holistic perspective. Mark shares his insights into the loans available to small business owners, the challenges they face with regards to loans, and how his business helps clients keep more of what they make.

Life in the big city is pricey, so investment manager AllianceBernstein declared free agency to find a new hometown — tax savings and fat signing bonuses galore!

Michael Shvo, a showy real estate developer based in New York City, has mastered the artful tactics of selling showy condos to showy buyers. As it turns out though, his tax evasion may be even more artful.