18 episodes

Welcome to the Navigate Podcast, brought to you by Strategic Navigators. There’s an old adage that says you should pay your fair share of taxes but not a penny more. We believe that to be true.

We help business owners and high-income earners realize their savings by deploying time-tested tax strategies with decades of case law to back it up.

Tune into our podcast to hear stories from our executive team, SNI clients, and other inspiring entrepreneurs.

Strategic Navigators - Navigate Podcast Strategic Navigators

    • Business

Listen on Apple Podcasts
Requires macOS 11.4 or higher

Welcome to the Navigate Podcast, brought to you by Strategic Navigators. There’s an old adage that says you should pay your fair share of taxes but not a penny more. We believe that to be true.

We help business owners and high-income earners realize their savings by deploying time-tested tax strategies with decades of case law to back it up.

Tune into our podcast to hear stories from our executive team, SNI clients, and other inspiring entrepreneurs.

Listen on Apple Podcasts
Requires macOS 11.4 or higher

    Bree Emsweller - Franchise Owner of Massage Envy and The Joint Chiropractic

    Bree Emsweller - Franchise Owner of Massage Envy and The Joint Chiropractic

    Bree Emsweller is an SNI client and the owner of multiple franchises including five Massage Envy locations and two The Joint Chiropractic Locations.

    With a background and education in health and wellness and a passion for people, Bree shares her journey in the industry that has resulted in her owning several franchises. With all that success came greater income and greater income tax. Bree shares how Josh and the Strategic Navigators team came alongside her businesses to significantly reduce her tax burden.

    Jim Carpenter - Co-Owner of Pridgen Enterprises

    Jim Carpenter - Co-Owner of Pridgen Enterprises

    Jim Carpenter is a co-owner of Pridgen Enterprises as well as a founder of Pridgen and Carpenter Leadership Foundation.

    Jim joins the podcast for a second time to share his experience as an SNI client. Working for a 35+ year-old family business, Jim wasn't sure there was much more to learn about tax strategy. He has since been able to save over 50% on his income taxes and has had the fortune of blessing others in his community as a result.

    Leadership - Jim Carpenter

    Leadership - Jim Carpenter

    Jim Carpenter is a co-owner of Pridgen Enterprises as well as a founder of Pridgen and Carpenter Leadership Foundation.

    Jim joins to discuss his heart and passion for leadership - sharing why he's inspired to inspire and raise up the next generation. As a leader in his family, company, and to young men and women around the world, Jim's contagious enthusiasm promotes instilling honor and gratitude in rising leaders. Listen in as Jim shares his stories and aspirations, as well as why he identifies with the most ruthless animal in the world, the honey badger.

    Sunjay Sterling - Chief Tax Counsel, Strategic Navigators

    Sunjay Sterling - Chief Tax Counsel, Strategic Navigators

    Sunjay Sterling, Chief Tax Counsel for Strategic Navigators, shares his background as a corporate and tax attorney across the world, including stops in England and Japan, to helping guide clients with Strategic Navigators.

    A common question we receive is, "I already have an account, so why would I need a tax attorney?" Sunjay shares the value that his expertise provides and how it complements the work that accountants offer.

    Reach out to Strategic Navigators, Inc.
    ⁠https://www.stratnavinc.com/

    Eric Payne – Owner of PR Design Build

    Eric Payne – Owner of PR Design Build

    Eric Payne is the Founder and Owner of PR Design Build in Western Michigan, a general contractor specializing in custom homes and remodels. Eric has been entrepreneurial and driven his entire life – choosing to take night classes in college to spend time with working adults and learn from their experiences. Eric joins the podcast to share his story with PR Design Build, talk about his hobbies of hunting and being outdoors, and relay his experience as a client with the Strategic Navigators team and how his tax savings have made a radical impact on both him and his business.

    Learn more about Eric and PR Design Build
    ⁠https://www.prdesign-build.com/⁠

    Learn about Strategic Navigators, Inc
    ⁠https://www.stratnavinc.com/

    Inventory Information for Business Owners in Trades

    Inventory Information for Business Owners in Trades

    Jaimie Klawitter CPA, CVA, and Kenny Schmidt CPA join us from Strategic Navigators Accounting, PLLC to discuss accounting considerations for business owners in the trades industry.


    Please Note: This content is not financial advice and is meant for informational purposes only. Please consult your accountant for accounting information regarding your practice.

    Learn more about Kenny and Jaimie’s accounting practices:
    ⁠https://insightcpafinancial.com/about-us/⁠
    ⁠https://www.stratnavacct.com/about

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