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Empowering Small Business Owners: Tax Strategies and Philanthropic Opportunities

February 29, 2024 by Karen

Phoenix Business Radio

Empowering Small Business Owners: Tax Strategies and Philanthropic Opportunities

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Empowering Small Business Owners: Tax Strategies and Philanthropic Opportunities

In this engaging podcast, Karen Nowicki discusses proactive tax planning and charitable contributions for small business owners with Aldo Aprile, a CPA, and Donna Rodgers from the Society of Saint Vincent de Paul. Aldo emphasizes the importance of year-round tax advice and planning for small business owners, including Arizona tax credits, while Donna sheds light on the community-centric mission of Saint Vincent de Paul, urging listeners to contribute and get involved. The conversation touches on financial literacy, personal passions, and the significance of fostering connections for positive impacts in both personal and professional realms.

Get inspired by Aldo and Donna’s stories of personal passion and community involvement, and learn how you can make a positive impact through financial planning and charitable giving.

Aprile CPA: Your boutique accounting partner dedicated to boosting your profits and slashing your taxes.

Aldo Aprile, an ASU grad who’s been in the CPA game since 2004 (yes, that long), has a knack for turning financial gibberish into plain English.

He’s the go-to for business owners who’d rather not use their financial statements as just coffee coasters.

Follow Aprile CPA on LinkedIn, Facebook and Instagram.

St. Vincent de Paul – Phoenix provides services in Central and Northern Arizona to feed, clothe, house and heal those in need. Its mission is twofold–to help people who are struggling and to provide an opportunity for people to help others.

Programs and services include charity dining rooms, food boxes, a medical and dental clinic, housing, homelessness response and prevention, and thrift stores across the valley.

In addition to serving those in need, St. Vincent de Paul believes that strong community engagement and meaningful service opportunities create a stronger and more vibrant community for all.

Donna Rodgers worked 23 years in the legal field during which she was a paralegal as well as assisting attorneys with educating the public on legal issues, specifically elder law and estate planning.

After serving on boards of several nonprofits, including those focused on helping seniors and those experiencing food insecurity, she felt true fulfillment in helping others in need and made the decision to change careers. She has worked in the nonprofit field since 2006 with the last nearly 11 years at St. Vincent de Paul.

Follow St. Vincent de Paul on LinkedIn, Facebook, X and Instagram.

Effectiveness and Efficiency Help Everything E44

May 16, 2023 by Karen

Phoenix Business Radio

Effectiveness and Efficiency Help Everything E44

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Effectiveness and Efficiency Help Everything E44

On this episode of Collaborative Connections Radio Show and Podcast, we covered everything from capital and grants for small businesses, food insecurity and other social service needs, strategic implementation, the importance of efficiency and effectiveness for non-profits and businesses, and more.

Host, Kelly Lorenzen, was on-air with special guests Albert Loveland, CEO of Strabo; Deborah Arteaga, CEO at Tempe Community Action Agency, Inc. and Stephanie Hastings, CEO of Tax Day Baby.

They all shared so many wise words, great tips, and insights for businesses and organizations, that it is well worth listening to.

Thank you, KLM, for sponsoring the show.

Strabo helps clients in the areas of strategic implementation, capacity building, and effective performance conversations. This is primarily done through working with clients as a fractional chief of staff, helping clients evolve from change to the new normal.

Al Loveland spent 15 years in the Credit Card industry, managing groups of over 100 lenders and leading an inventory management group in charge of allocating resources for over 500 analysts.

After leaving the corporate world, he has been a consultant, coach, and facilitator in the small business and nonprofit sectors. Through this experience, he founded Strabo with an understanding that an organization’s strategic plan is only as good as its ability to achieve it.

His mission is to partner with clients to help them develop people, create effective positions, and streamline procedures to drive desired performance.

Connect with Al on LinkedIn.

Tax Day Baby is the resource to bridge the gap between survive to thrive. Oftentimes for new entrepreneurs or those around 5 years in business, the struggle with building business credit, getting capital, and managing their books…can be a heavy weight on their minds.

We’re able to provide accounting support, education, implementation, and accountability to get your business growth goals in alignment with your revenue and cashflow.

We’re the “Dollar Doctors” for your bottom line, mapping out a clear plan for you to regain peace of mind and passionately play full-out. – Tax Day Baby, all things accounting…and more!

Stephanie Hastings is an accountant, financial consultant, professional speaker, author, trainer, wife, and mother. With more than 19+ years in various Executive Administrative roles, she struck out on her own to make a positive ripple effect by supporting individuals and small business owners with their finances and entrepreneurial dreams.

Stephanie’s business and financial expertise, along with her background in Hotel/Restaurant Management (HRM), has allowed her to humanize the numbers and relate to her audience and clients.

Stephanie’s a notary, a wedding officiant, and served on Northern Arizona University (NAU) Alumni Board. Through her various personal trials and triumphs, Stephanie has been able to hone her skills and gifts to grow a community of resources and affiliates. She knows how valuable it is to have a solid network that you can refer to and rely on. She is always learning and striving to do her best.

Connect with Stephanie on LinkedIn and Facebook.

Tempe Community Action Agency is Tempe’s largest non profit social services agency. TCAA was established in 1966 and since then, has remained true to its core purpose to eliminate poverty and advance equitable communities. TCAA operates 8 unique programs.

These programs drive positive change in the areas of food security, housing stability, health and well-being, and economic empowerment among the more than 30,000 individuals served each year in communities across the East Valley.

Deborah Arteaga joined Tempe Community Action Agency as Chief Executive Officer in 2016. She has dedicated a 30-year career to bettering lives for individuals and improving community well-being through leadership positions within corporate, nonprofit, and public-sector human service organizations.

In prior roles Deborah led programs that moved welfare recipients to work, helped women transition from prison, fostered senior independence, empowered domestic violence survivors, helped bring an end to homelessness, strengthened families, and fed the hungry.

She also launched a business which brought capacity building and successful proposal writing services over 8 years to organizations within and outside of Arizona. Influenced by her Hispanic heritage, Deborah works to promote inclusiveness and access for people from backgrounds of disadvantage and across all walks of life.

When not roughing it with her four children ages 17-31 years and her 3-year-old granddaughter, Deborah can be found painting, traveling, writing, or gardening.

Follow TempeCommunity Action Agency on LinkedIn, Facebook and Instagram.

About Collaborative Connections

The purpose of Collaborative Connections Radio Show and Podcast is to build a connected community, one collaborative show at a time. We highlight local non-profits, associations, small and family-owned businesses.

By bringing 4 like-minded people together for an hour of in-depth conversation, our hope is that they connect and collaborate in life and business in the future.

About Our Sponsor

KLM is a business development firm helping entrepreneurs, small and family-owned businesses start, grow and scale through consulting, marketing and project management. Combining those three things has been a trifecta, or triple advantage to business owners.

Entrepreneurs & small business owners come to KLM for support in all areas of business. If you need to duplicate yourself in any area of your business, we can help. If we don’t do exactly what you need, we know someone who can.

Business owners can continue to do what they love while having the support they need when they need it, with the help of KLM. We help you figure out what needs to get done AND DO IT FOR YOU!

About Your Host

Kelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM on Facebook, Instagram and YouTube.

Octavia Harris and Julie Armstrong with Tempe Community Council and Raveen Arora with Kiwanis International SWD E37

August 17, 2020 by Karen

Phoenix Business Radio

Octavia Harris and Julie Armstrong with Tempe Community Council and Raveen Arora with Kiwanis International SWD E37

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Octavia Harris and Julie Armstrong with Tempe Community Council and Raveen Arora with Kiwanis International SWD E37

On this episode of 3C Amplified with host Jacqueline Destremps, listeners were introduced to a panel of community leaders to hear their take on why the City of Tempe is a leading example for communities around the country on the importance of collaboration between city, business, and human services leaders to create a community of inclusive, compassion and diversity.

Founded in 1972, Tempe Community Council (TCC) is a community-based nonprofit focused on encouraging resident interaction and enhancing human services in Tempe.

TCC brings together the community – including government, nonprofits, faith groups and residents – to support Tempeans in need, plan for present and future needs, and build an enduring foundation.

Octavia Harris is the Executive Director of Tempe Community Council (TCC). She joined TCC January 2017 as the Community Impact Manager and became the Executive Director in July 2018.

Octavia has worked in the nonprofit sector for the past 10 years and her experience includes leadership, program management, fundraising, grant management, volunteer coordination and community engagement at non-profits in Alaska, Washington State and Hawaii.

Octavia is a proud AmeriCorps VISTA and AmeriCorps Alumni. She holds both Masters in Public Administration and Political Science and is a Certified Non-profit Professional. Octavia is delighted to join the Tempe Community Council in a role that engages and supports the Tempe community.

Julie Armstrong is currently a resident of Tempe and serves as the Treasurer for the Tempe Community Council Board of Directors. Julie has served in various roles in the past three years with TCC. Her passion is her community and connecting people.

After dedicating 25 yrs of her career in community relations, HR management, thought leadership, biz development, and volunteer arenas, Julie decided to branch out and work with others to develop their skills and to bring their business goals to life when she founded Paradigm Promoters.

Currently, Julie shares her creative touch on the brand management and digital footprint scene by building unique campaigns for her clients. Focusing on their passion, story, digital stamp, and vision she ensures they understand the importance of creating their legacy. Most importantly she teams up with them to identify their connections and current trends to explore new business opportunities.

Julie proudly served as the 2013 AZSHRM State Conference Director, and was the 2012 AZSHRM State Conference co-Chair. She is a past board member of the AZSHRM State Council and a current Nat’l SHRM member. In 2012, she was the Judith Krebs, PHR Memorial Volunteer Leader of the Year Award recipient. She is past Chair of the Women in Business Council with the Tempe Chamber, past co-Chair on the Phoenix Workforce Connection Full/Executive Boards and past President of Staffing Management Assn. of Greater Phx.

She enjoys community service as evident in her past role on the BOD with Gabriel’s Angels and her role with Young Buckeyes of Phx and Buck Breast Cancer. Other community initiatives include PWC Youth Council, Fresh Start for Women, and the Junior Achievement Women’s Golf Classic committee, JA ‘You’re Hired’ board and as a volunteer/sponsor.

In 2011, she was a featured chapter in the book, Shattering Barriers: Amazing Women’s Journeys to Personal Empowerment written by Dolores Seright. She received her BA in Org Comm from Wright State University, and she is a Master Graduate of Rapport Leadership International.

Follow TCC on LinkedIn, Facebook and Twitter.

Professional Accountant, Author, Entrepreneur, Speaker and Management Consultant- Raveen Arora is the Chief Liaison Officer with Kiwanis

International Southwest District. He was born and raised in Calcutta (India) and currently operates the largest India Cultural Center based out of Tempe.

Raveen lives in Arizona and is a professional member of several organizations and associations. Despite his humble childhood (a refugee Child), Raveen achieved international recognition as consultant and author.

In Calcutta he was blessed to work with Mother Teresa on several projects. This developed his core values of humility, compassion, and respect.

Connect with Raveen on LinkedIn.

About 3C Amplified

3C Amplified puts the spotlight on change makers in our communities. Listen in as we share how businesses, nonprofits and community minded individuals are connecting, creating and collaborating to amplify their impact and create positive change in the world.

Want to be part of the conversation? Join us in The 3C Community! Our members create together a collection of stories, experiences, and practical ideas for taking action and implementing change through collaboration and community partnerships between individuals, businesses and nonprofits.

About The Host, Jacqueline Destremps

Jacqueline Destremps is a creative marketing strategist and founded Another Hand Advantage, LLC in 2014 to help community minded small business owners and nonprofit professionals move forward more confidently with their marketing strategy. After graduating from Arizona State University with a degree in Psychology, she has spent her professional career working in both the nonprofit and for-profit sector.

She now enjoys being self-employed and the flexibility it provides to allow more time to volunteer, serve on nonprofit boards, choose pro-bono projects, run 100+ Women Who Care Valley of the Sun (which she co-founded in 2014) and travel the world. Jacqueline believes in creating connections between businesses and nonprofits in the community to stimulate growth and collaboration.

Follow AHA on Instagram and Facebook and connect with Jacqueline on LinkedIn.

Society of St Vincent de Paul with Associate Executive Director Shannon Clancy

November 13, 2018 by Karen

Society-of-St-Vincent-de-Paul-Associate-Executive-Director-Shannon-Clancy

Phoenix Business Radio

Society of St Vincent de Paul with Associate Executive Director Shannon Clancy

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Society of St Vincent de Paul with Associate Executive Director Shannon Clancy

St. Vincent de Paul has been working to feed, clothe, house and heal people in Arizona since 1946. Services include food boxes, dining rooms, a medical and dental clinic, a transitional shelter, and support services for people experiencing homelessness and poverty. All programs are integrated to meet immediate needs, prevent homelessness, and provide support for those with nowhere else to turn for help.

Shannon Clancy is the Associate Executive Director & Chief Philanthropy Officer at the Society of St. Vincent de Paul in Phoenix where she oversees St. Vincent de Paul’s development, marketing and volunteer services functions. St. Vincent de Paul works to feed, clothe, house and heal homeless and working poor individuals and families and to provide opportunities for members of the community to engage in service.

The most rewarding part of Shannon’s work at St. Vincent de Paul is building relationships with committed, generous people who desire to make a difference in the lives of those in need. She is a daily witness to the lives that are changed as a result of this work, not simply among those that come to St. Vincent de Paul for help but also among the donors, volunteers and staff who open their arms and hearts to serve.

Shannon is a graduate of the University of Notre Dame and has a Masters in Human Development from the University of Maryland at College Park. She and her husband Dan Klocke have four children.

Follow St. Vincent de Paul on Facebook, Twitter and Instagram.

Kevin Greiner, President and CEO of Gas South

January 14, 2016 by angishields

Cobb Business Radio

Kevin Greiner, President and CEO of Gas South

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Kevin Greiner, President and CEO of Gas South, has more than 15 years of experience in the energy industry, including prior management roles with Southern Company. He has served as Gas South’s CEO since its formation in 2006.

Under his leadership, Gas South has grown to serve more than 290,000 customers in the metro Atlanta area and added more than 150 jobs over its 10 years in business. Most recently he directed an expansion initiative to begin serving customers in Florida, in-sourced all customer care operations and renovated the corporate headquarters to house all employees in the same location.

Mr. Greiner is a strong advocate for community service both in his business and personal life. In the past 10 years, Gas South has donated more than $3,225,000 to local charities and causes focused on education, social services and arts. He serves on a number of boards and committees for local non-profits including, the United Way of Greater Atlanta, where he previously chaired the 2012-13 Workplace Campaign bringing in community investments valued at more than $77 million; the Georgia Partnership for Excellence in Education, Georgia’s leading education policy and advocacy organization where he serves as chairman; the Georgia Chamber Executive Committee and the Board of Governors; and the YMCA board.

Mr. Greiner holds a master’s degree in business administration and a master’s of science in natural resource policy from the University of Michigan. He earned his bachelor’s degree from Wesleyan University.