
11 episodes

Can We Talk Push Button Creative Audio
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- Business
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5.0 • 1 Rating
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This is a central-Florida based podcast targeting business owners and those looking for best practices and advice from one of the areas most trusted Certified Public Accountants, Carol Felsing. Carol shares her knowledge on topics ranging from tax preparation to estate planning. The advice she gives applies to both businesses and individuals looking to improve their financial life.
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Episode 111 - Small Business Banking and Why You Need a Personal Banker
As a small business it is important to have a good relationship with your personal banker. In this episode Carol speaks with Jeff Broomell, a personal banker with many years of experience working with small businesses and helping them achieve success. Jeff will discuss some first steps a new business owner should do with respect to their banking needs, some common mistakes they often make, and the types of bank accounts and services a business owner should consider. Jeff will review the various business loans available to a small business and the documents needed when applying, what banks look at when reviewing a loan application and what might be the roadblocks. Finally, what should you look for in a personal banker.
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Episode 110 - Selecting the Best Accounting Software for your Small Business
In our last podcast we heard about the questions one should ask themselves before starting a new business and tips for achieving success. On today’s episode Carol Felsing continues her conversation with Debra Backer, a QuickBooks Certified ProAdvisor, on the small business accounting software available. Deb discusses the pros and cons of the three QuickBooks program available, QuickBooks Desktop, QuickBooks Online and QuickBooks Enterprise. Deb will do an analysis of each one to determine which would be best for your small business.
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Episode 109 - What's Involved in Starting a Small Business
Have you always wanted to start a small business, but you don’t know where to start or whether you have what it takes? In today’s episode Carol Felsing speaks with Debra Backer, a small business accounting expert, who will share some key questions that you should be asking before going into business for yourself…such as “why do I want to start a business?”, “will I make money?”, “how will I market my business?”, and “how will I finance my business”. In addition, Deb will share some tips on creating a successful business plan to achieve success as well as some common mistakes new business owners often make especially when developing your business legal and tax structure.
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Episode 108 - Litigation surrounding Trusts and Trustees Part 2
In our first three podcast we heard about the importance of estate planning and what you need to do to prepare for your passing and possible incapacity so that your assets pass as you wished and without conflict. However, despite all your efforts to have these documents in place, legal issues can and do still come up, requiring the services of a trust litigation attorney. In today’s episode, Carol speaks with Alex Douglas, an attorney who focuses on probate, trust, and guardianship litigation. Alex will offer some steps to avoid litigation but if you end up in court, he will offer some tips for navigating the probate court system.
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Episode 107 - Litigation surrounding Trusts and Trustees Part 1
In our first three podcast we heard about the importance of estate planning and what you need to do to prepare for your passing and possible incapacity so that your assets pass as you wished and without conflict. However, despite all your efforts to have these documents in place, legal issues can and do still come up, requiring the services of a trust litigation attorney. In today’s episode, Carol speaks with Alex Douglas, an attorney who focuses on probate, trust, and guardianship litigation. Alex will offer some steps to avoid litigation but if you end up in court, he will offer some tips for navigating the probate court system.
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Episode 106 - Estate Planning Part 2
Anita Barber, Part 2.
Podcast Carol and Anita “What to Consider When Drafting an Estate Plan” In this episode Carol speaks with estate planning attorney, Anita Barber, who will discuss in detail the various documents that make up an estate plan from the various types of trusts and the fundamental components of a trust document to the selection of a trustee. Anita will dig into the probate process and offers some tips for avoiding the costly probate process for your beneficiaries.