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The IC-DISC Show
The IC-DISC Show episodes
- Mastering The Art of Financial Planning with Jackie Campbell
In today’s episode of the IC-DISC podcast, we sit down with Jackie Campbell, a savvy CPA, founding partner of a thriving firm in Tampa, and the engaging host of her own radio show and podcast, Beyond the Money. Jackie generously shares her firm's unique 360-degree approach to financial planning, propelling clients towards a secure future.
We dig deep into the importance of believing in oneself, the necessity of having succession plans, and how to stay connected with clients. Jackie highlights the importance of strategic planning, building generational wealth, and her passion for helping those in the "retirement red zone" and first responders.
Show highlights
- Jackie, a CPA and founding partner at a firm in Tampa, Florida, shares her firm's unique approach to financial planning. They take a 360-degree view of their clients' financial history and patterns, and use these insights to strategically plan for the future.
- Her firm has created the 'hero package', a document storage system designed to prepare clients for unexpected life events. This has proven to be an extremely beneficial tool for clients and their families.
- Jackie also runs a radio show, Beyond the Money, where she promotes financial literacy. She shares her clients' successes and educates listeners on various financial topics.
- She transitioned from radio to podcasting to delve deeper into financial topics. This medium allows her to explore complex subjects in greater detail and share her wealth of knowledge with a broader audience.
- Jackie believes in the importance of self-trust and confidence. She encourages listeners to believe in their capabilities and not be overly concerned with others' opinions.
- She emphasizes the importance of having a succession plan for businesses. Having a plan in place can prevent confusion and complications in the event of unforeseen circumstances.
- Jackie's firm serves clients all over the United States and Europe, focusing particularly on those in the retirement 'red zone' and first responders. Her unique timeline process helps clients plan for upcoming life milestones.
- She advocates for progress over perfection. She believes that being organized and having all important documents and passwords in one place can make a significant difference.
- Jackie's firm is considered a full-service planning firm. They collaborate with attorneys and other professionals to provide a comprehensive 360-degree view of their clients' lives.
- Through her radio show and podcast, Jackie has been able to interview celebrities and share their personal financial planning stories. These interviews provide listeners with a unique perspective on financial planning and management.
Links
- About IC-DISC Alliance
- About Campbell & Co
Show notes: https://exportadvisors.com/podcast/045-mastering-the-art-of-financial-planning-with-jackie-campbell/
1 hr 31 min - Returns on an Alternative Investment Class with Hayden Kelly
In today’s episode of the IC-Disc podcast, I have a great guest today, Hayden Kelly from Chicago. He is with Chicago Atlantic and they have a really interesting cannabis fund for accredited investors.
They've identified a market inefficiency because endowments, institutions, and non-profits are usually prohibited from investing in cannabis. Additionally, these cannabis companies are typically not bankable for traditional debt. So Chicago Atlantic has a really interesting debt model for accredited investors, with great collateral coverage and attractive loan-to-value ratios.
Hayden is a really interesting guy, and even if you're not investing, he has a really interesting update on the state of the cannabis business, especially east of the Mississippi. In fact, Hayden shares some background on cannabis legalization history and why states east of the Mississippi are more financially attractive. I hope you enjoy the episode.
Show highlights
- Chicago Atlantic leverages market inefficiencies in the cannabis industry to provide high-yield investment opportunities for accredited investors.
- Endowments, institutions, and nonprofits are typically prohibited from investing in cannabis, leaving a lucrative market for accredited investors.
- Chicago Atlantic's cannibus fund provides low-leverage loans to cannabis operators, offering attractive returns with high collateral coverage and loan-to-value ratios.
- Delayed draw term loans, low-leverage structures, amortization of loans, and floating rate loans are some benefits of investing in cannabis loans.
- Well-collateralized loans and the value of licenses as collateral add security to investments in the cannabis industry.
- There are two types of markets in cannabis: unlimited license models and limited license models, with the latter offering greater market control and higher valuations.
- The mispriced risk in the cannabis industry allows for higher investment returns, as operators prefer paying higher interest rates on debt rather than selling equity at depressed prices.
- Political uncertainties and regulatory hurdles in the cannabis industry contribute to the mispriced risk and present unique opportunities for investors.
- The black market for cannabis still exists due to high taxes and regulations in states like California, impacting legal operators and consumers.
- Chicago Atlantic's focus on high-collateral cannabis loans and low-leverage structures presents a unique opportunity for investors in the rapidly growing industry.
Show notes: https://exportadvisors.com/podcast/044-returns-on-an-alternative-investment-class-with-hayden-kelly/
37 min - Estate Planning Strategies for a Lasting Legacy with Marvin Blum
In today’s episode of the IC-DISC podcast, I had the pleasure of speaking with Marvin Blum, one of the top estate-planning attorneys in the country. Marvin shares his unique approach to estate-planning that focuses on the head and the heart of the matter.
Listen in as Marvin and I discuss the current state of estate planning and the unique opportunity presented by today's (historically) large estate-tax exemption.
We explore the concept of 'Use it or Lose it' and how various trusts can be used to maintain access, control, and flexibility while avoiding potential pitfalls. We also touch on the impact of wealth, inflation, and the political climate on estate planning tools and the importance of preparing heirs to receive their inheritance.
Finally, we also delve into the challenges that family businesses face when estate planning is neglected, and the power of philanthropy to keep a family connected. Marvin's insights and expertise make this episode a must-listen for anyone interested in estate planning, wealth management, and leaving a lasting legacy.
Links
- About IC-DISC Alliance
- About The Blum Firm
Show notes: https://exportadvisors.com/podcast/043-estate-planning-strategies-for-a-lasting-legacy-with-marvin-blum/
1 hr - Subscription CPA Success with Greg O'Brien
In today's episode of the IC-DISC podcast, I am talking to Greg O'Brien from Boston. Greg has one of the most interesting CPA practices I've ever seen. Not only is it a virtual firm with employees and clients located all over the country, but they serve clients on a subscription basis only.
We talked about how he ended up with this model and how it has evolved over time, based on both client and employee feedback.
Greg is a dynamic, forward-looking professional who is on the cutting edge of a new trend in the CPA profession.
Links
- About IC-DISC Alliance
- About Anomaly
Show notes: https://exportadvisors.com/podcast/042-subscription-cpa-success-with-greg-obrien/
1 hr 14 min - Being a Deal Attorney with John Walker
In this episode of the IC-DISC podcast we’re talking to John H. Walker, a mergers & acquisitions attorney in Houston.
In the past, John has done hundreds of transactions, on both the buy-side and the sell-side for a number of different public and private companies. But he really loves representing sellers who are selling to much larger, more sophisticated buyers, in which he is able to level the playing field.
You will enjoy this wide ranging conversation. John has some great stories, client success stories, and examples of things that can go wrong.
It was a really interesting conversation and I learned a lot about some things to be on the lookout for when you're considering selling your company. I hope you enjoy the episode.
Links
- About IC-DISC Alliance
- About Walker Law
Show notes: https://exportadvisors.com/podcast/041-being-a-deal-attorney-with-john-walker/
53 min - Serving the Scrap Industry with Bob Emery
Today on the IC-DISC show we are talking to Bob Emery, founder of Metals Recycling Magazine.
We have known each other for more than a decade. He's very active in the scrap metal business and has a great story about why he started Metals Recycling Magazine after a long tenure in the scrap trade industry.
We talked about why he started it as his first entrepreneurial venture, concerns, and lessons learned, and what advice he'd give to his 25-year-old self.
If you're in the scrap metal industry like many of our clients are, I recommend listening to it. And even if you're not, there are some good nuggets in there. I hope you enjoy the episode.
Links
- About IC-DISC Alliance
- About Metals Recycling Magazine
Show notes: https://exportadvisors.com/podcast/040-serving-the-scrap-industry-with-bob-emery/
37 min - Deliberate Growth with Mike Till
On the podcast today we are joined by Michael Till, a senior partner at the CPA firm Mohle Adams. Mohle Adams has a unique background in that it is 75 years old but has only six partners and about 45 total people on the team. That is quite unusual compared to most CPA firms.
However, this slow growth rate has been very deliberate and has helped them to be highly focused on accepting only clients who are the right fit for the firm to do an exceptional job for the client.
We talk about Mike's background, the history of the firm, some clients success story examples, and different attitudes and mindsets that are unique in the CPA profession. He also talks about the types of companies he really likes to work with.
Links
- About IC-DISC Alliance
- About Mohle Adams
Show notes: https://exportadvisors.com/podcast/039-deliberate-growth-with-mike-till/
1 hr 4 min - Supporting CPA Firms With Their IC-DISC Clients
Today on the IC-DISC Show, we're talking with Brian Schwam, National Managing Director of International Tax at WTP Advisors.
WTP Advisors and Export Advisors are the two founding members of the IC-DISC Alliance, and in this episode, we talk about the work we do with CPA firms to support their clients who have, or would benefit from having, an IC-DISC.
Removing any concern about 'losing' clients to a competitor. This collaborative approach is a great way for CPA firms to expand their client offerings due to the specialist nature of the Alliance work. The flexible engagement model also ensures firms remain in control of the client relationship.
This was a really interesting conversation and highlights the partnership opportunities that allow everyone involved to focus on what they do best.
Links
- About IC-DISC Alliance
- About Engineered Tax Services
Show notes: https://exportadvisors.com/podcast/038-supporting-cpa-firms-with-their-ic-disc-clients/
38 min - Cost Segregation in Real Estate with Heidi Henderson
My guest today is Heidi Henderson. She serves as the Executive Vice President for Engineered Tax Services and oversees the marketing and advertising efforts along with business development. Although ETS is based in Southern Florida, Heidi is actually located in Utah.
Doing cost segregation work, mostly on real estate projects, we talk about some of the differentiators for Engineered Tax Services, what clients say about them, and what makes Heidi really proud about the firm.
This was a great episode talking about her background - how she got into the real estate business and then how that translated to joining Engineered Tax Services about 12 years ago.
We wrapped things up with Heidi sharing some lessons that she's learned through her career and advice that she would give to her 25-year-old self.
Links
- About IC-DISC Alliance
- About Engineered Tax Services
Show notes: https://exportadvisors.com/podcast/037-cost-segregation-in-real-estate-with-heidi-henderson/
46 min - Protecting Your Intellectual Property with Al Deaver
In today's episode, we meet Al Deaver, an intellectual property lawyer and Principal at the Houston-based law firm of McAughan Deaver.
Al's undergraduate degree is actually in mechanical engineering and he then paired that with a law degree, making him incredibly proficient with the more technical aspects of intellectual property.
In this episode we talked about some things for exporters to be aware of when dealing with trademarks, copyrights and patents. We also discussed getting patents granted in different markets as well as securing your IP right here in the USA. Our discussion is incredibly useful for anyone considering widening the reach of their products now or in the future. I hope you enjoy the episode.
Links
- About IC-DISC Alliance
- About McAughan Deaver PLLC
Show notes: https://exportadvisors.com/podcast/036-protecting-your-intellectual-property-with-al-deaver/
51 min
About The IC-DISC Show
From the publisher's feed
Join host David Spray as he interviews business owners and industry leaders about the IC-DISC program. Insights and anecdotes to help privately-held U.S. exporters increase their after-tax income.