137 episodes
TALK TO TATIANA Tatiana Tsoir
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- Education
This podcast is for almost-preneurs - visionaries who are already or know they want to be their own boss. Get inspired by success stories of dreamers like you and entrepreneurs in the making, get insights into the world of being your own boss and making money doing what you love. On this show, we bring guest experts with cool life and business stories, expertise and experience in a variety of unexpected industries. Listen in as Tatiana Tsoir, Mom of 2, author of Dream Bold, Start Smart, founder of a boutique CPA firm Linza Advisors, Runner Up at the Global 2018 Firm of the Future Contest by Intuit, turned Mom Pivot Coach, learning junkie and a tax geek, shares inspiring client stories, case studies and lessons you can learn from. Every episode will bring you a take away, an action step for you to take to change your life. Stop waiting for your dream to happen, make it happen, start NOW.
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Jeffrey Shaw: We will do whatever it takes if the reward is bigger than fear
Find Jeffrey's SE Assessment selfemployedassessment.com
Connect with Jeffrey:
https://jeffreyshaw.com
https://www.linkedin.com/in/jeffreyshawauthor/
https://www.instagram.com/jeffreyshaw/
https://twitter.com/jeffreyshaw1
https://www.facebook.com/JeffreyShawAuthor
https://www.youtube.com/jeffreyshawauthor
Special Guest: Jeffrey Shaw. -
Safietou Russell: We are here to support you and us
Connect with Safie:
@safierussellcpa
https://www.facebook.com/sdrcpainc
Free e-book. www.safietourussellcpa.com -
Tabitha Hollimon: Don't stress about life
Connect with Tabitha
www.hollimonadvisors.com
IG-www.instagram.com/tabithahollimon
Facebook: www.facebook.com/hollimonadvisors
LinkedIn: https://www.linkedin.com/in/tabitha-hollimon/
Special Guest: Tabitha Hollimon. -
How to Piss Off Your Accountant: Chris Picciuro
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.
Connect with Chris
https://www.facebook.com/chris.picciurro
https://teachingtaxflow.transistor.fm/
linkedin.com/in/picciurro
https://www.facebook.com/teachingtaxflow/
https://www.instagram.com/teachingtaxflow/
https://www.youtube.com/@teachingtaxflow -
Shannon Weinstein: We See You Financially Naked
Connect with Shannon here if you're Inbox Zero founder:
https://www.fitnancialsolutions.com/media
@shannonkweinstein on IG
Special Guest: Shannon Weinstein. -
Trivelle Simpson: What you do in school doesn't have to be what makes you money
Connect with Trivelle @thedrivegroupinc
Facebook: @thedrivegroupinc
Youtube: youtube.com/@thedrivegroup
Special Guest: Trivelle Simpson.