Capstan Live Podcast Capstan Tax Strategies

Angie Grissom, MBA, has been consistently named one of the Top 100 Most Influential People in Accounting for the last decade. She's an author, a speaker, a coach, and a visionary who believes in people. One thing she's not? An accountant. Listen in as Angie discusses:

How she paved her own path (and how you can too!)


The importance of firm culture in employee retention


Why change management and partner accountability are key to growing your firm


The crucial mindset shift from the transactional approach to the relational approach

If you want to grow your firm, retain your talent, and enjoy your work — this is an episode not to be missed.  
To learn more about Angie and The Rainmaker Companies, visit therainmakercompanies.com.  Angie can be reached at angie@therainmakercompanies.com
 

Having worked in real estate for decades, George Burchlaw noticed that regardless of size, real estate investment firms seemed to be drowning in data. He realized that firms needed a software platform more nuanced and customizable than a simple Excel spreadsheet, but that they also needed a partner to organize and analyze data on that mythical platform. RE Analytics was born, and George never looked back.
 
Listen in as we discuss:
— How George helps real estate decision-makers make informed decisions
— The challenges of high interest rates and outdated proformas
— How CPAs and real estate advisors can partner to create opportunity

Ashley Northcutt is one of the most fascinating and accomplished women we know. Her personal transformation is inspiring — Ashley left a high-powered position in tax to launch the non-profit Women's Affordable Housing Network. Ashley goes to bat each and every day for women working in affordable housing and women living in affordable housing. It's only fitting that this episode of Beyond the Spreadsheet releases on International Women's Day — Ashley and her team are making a genuine difference in the lives of women.   

Greg Kyte is known as "The Comedy CPA" — and we're not kidding. On this episode, Greg talks about the therapeutic effects of finding the humor in our industry. Greg is the author and illustrator of Exposure Drafts Cartoons (https://www.instagram.com/exposuredrafts/), a hilarious single-panel comic that satirizes the daily absurdity. He's also the co-host of Oh My Fraud, a "true crime podcast for accountants" that will have you laughing and learning (https://ohmyfraud.com/). Did we mention you can even get CPE credit if you listen through the Earmark App (https://earmarkcpe.com/)?
 
You can reach the man, the myth, the comedy legend at greg@gregkyte.com. PLUS — we'll be showcasing his inimitable style in a Capstan University webinar this May! Stay tuned...

Welcome to Beyond the Spreadsheet, a special podcast series from Capstan Live. Our goal is to spark authentic conversation about our industry, and we've invited some of the smartest, most influential people we know to join us.   
 
Our first guest, Jenny Massey, CRE, is Director of Site Selection and Business Incentives at Sikich LLP. She's also an archaeologist by training, spent 7 years living and working in Japan, and is an accomplished beekeeper (!). Join us for 20 minutes with the fascinating Jenny Massey as we discuss:

The purpose of site selection


How local and state business incentives offset expansion costs


Which activities should trigger a consultation with a site selection/business incentives professional


How success in claiming incentives is all about pitching the right story to the right audience

 
If you're an owner growing your business — or a CPA that advises one — this is a must-listen.
If you'd like to consult with Jenny, feel free to reach out to her at jenny.massey@sikich.com.

It's the Third Annual Year End Top 10 Podcast, where multiple Capstan stars come out to shine! Join Bruce, Terri, Ziv, and Jacob as they run through this year's must-knows, while sharing a few laughs and some good-natured banter. Unsurprisingly, IRA-related topics take 3 up three spots on this year's list, and even edge out Mandatory Amortization of Sec. 174 Expenses for the coveted top spot. Want to get the scoop on the entire Top 10? Give us a listen — you'll be glad you did.