tax preparation Archives - Business RadioX ®

Camille Viera Services, Shower Pans y Helados La Neta

March 12, 2021 by Mike

Conexion Latina Atlanta

Camille Viera Services, Shower Pans y Helados La Neta

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Camille Viera, Kevin Lares y Ivonne Neri

Camille Viera/Camille Viera Services

Camille Viera Services prepara impuestos personales, impuestos comerciales e impuestos para organizaciones sin fines de lucro. Todo el mundo sabe lo importante que es declarar los impuestos correctamente, ya que esto evita problemas futuros con el IRS. Por ello, su compromiso contigo es realizar tus impuestos de la forma correcta y obtener los mayores beneficios fiscales legales que tú o tu empresa se merecen.

Kevin Lares/Shower Pans

Shower Pans distribuye y comercializa platos de ducha fabricados en España. Tienen 4 años en el mercado y son los representantes exclusivos para Estados Unidos. Es una de las empresas más eficientes y ágiles en la fabricación de platos de ducha, y su producto es único en el país. Cuando estás reformando tu baño, con todos los inconvenientes que ello conlleva, es razonable que quieras que el proceso sea lo más rápido posible.

Ivonne Neri/Helados La Neta – High Road Craft Brands

Helados La Neta es un auténtico helado artesanal inspirado en los sabores, la gente y la cultura de México. “Nuestro objetivo es honrar y compartir el corazón y el alma de México, un bocado a la vez”.

Ivonne Neri, Gerente de la marca, nos habla de la inspiración detrás de la red, los sabores de la línea, así como el mensaje de amabilidad, amor y comprensión sobre el que se funda la marca. “Compartir comida auténtica y profundizar en ella es uno de los principales objetivos de Helados La Neta. Nos vemos como una comunidad multicultural grande y vibrante, y creemos que compartir es la forma de derribar barreras. La unidad es nuestro motor y nuestro corazón ”.

Tax Traps E27

November 22, 2020 by Karen

Phoenix Business Radio

Tax Traps E27

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Tax Traps E27

Lawgitimate – Tax Traps covered a lot of great information for business owners. The Tax Goddess and Arizona Tax Advisors provided a lot of excellent information for everyone in every stage of business.

If you want to know about tax traps, tax planning, strategies, and more check out this episode.

Arizona Tax Advisors is a locally owned and operated accounting firm specializing in small business and individual accounting, tax and bookkeeping services. They take time with clients to learn each unique situation so they can ensure the best possible results. They guide clients through ever-changing tax laws to educate, and they identify strategies to minimize tax liability. And yes, they prepare tax returns of all types.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability. Arizona Tax Advisors reviews and analyzes financial statements and not only shares that information with their clients, but where needed, educates clients so they can better understand and grow their business.

They aren’t just accounting and bookkeeping, they take pride in watching clients grow and succeed. They can help with monthly bookkeeping services, setting up initial accounting systems, cost-containment, tax planning, cash flow budgeting and forecasting.

At Arizona Tax Advisors it is never just about the numbers, but about how they can help each client, through services and education, achieve their dreams of financial success.

Suzy Greenwood has 30 years of business and management experience. Her career has been focused on customer service including creative problem-solving, training, daily operations, and financial management.

She is dedicated to helping individuals and small businesses grow and succeed with best practices including tracking and reporting accurate numbers. Suzy regularly speaks to groups about the impact of the new tax laws on individuals and small businesses. She originated a seminar series, PROJECT: BUSINESS, specific to the needs of small businesses.

Suzy was a nominee for the 2019 Tempe Chamber of Commerce Business Woman of the Year, 2019/20 chair of the Women in Business Council, and 2018/19 chair of the Tempe Chamber of Commerce Ambassadors. Suzy was the 2019 recipient of the Volunteer of the Year Award from the Tempe Chamber of Commerce, and currently serves as Treasurer on their Board of Directors.

Suzy also serves on the Tempe Family YMCA Advisory Board. She brings her experience in business and community to every presentation.

Connect with Suzy on LinkedIn and follow Arizona Tax Advisors on Facebook and Twitter.

What most taxpayers don’t realize is that their CPA or accountant is a compliance accountant: They take the information you give them and put it in the right boxes on the right forms. As CTCs’ – Certified Strategic Tax Coaches and CPAs, Tax Goddess has received specialized training in the areas of the tax code that can be leveraged to your advantage to lower your taxes and save you money.

Tax Goddess analyzes your financial picture, including past tax returns, business activities, and investment goals to pinpoint which portions of the 67,204 pages of the IRS tax code can be used to your advantage. With over $312 million in tax savings for their clients so far Tax Goddess is ranked in the top 3 in the country for Tax Strategy specialist firms.

Shauna A. Wekherlien, CPA, MTax, CTC, CTS is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum and is in the top 1% of Tax Strategists in the country.

Shauna is an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 20+ years of experience and implementing innovative tax solutions for individuals and businesses.

Shauna has been featured on many news and radio stations (CBS, NBC, FOX, ABC, Sonoran Living, The List, KFNX, KFYI, etc.) as well as in many written publications (CNNMoney, The Arizona Republic, Phoenix Women, AZBiz, etc). She has won multiple awards for her ingenuity, leadership, and strength as a female leader in Arizona.

Active in the Scottsdale community, Shauna sits on Boards for professional organizations, as well as donates time and resources to the local Arizona animal shelters and societies. She is an educational Tax Professional who loves to see the light bulb turn on for those she teaches, mentors, and guides. She truly is a “Tax Goddess.”

Shauna’s background is in:

– High Wealth Financial Planning Management (KPMG),
– Business Tax Strategy and Planning (American Express – Tax & Business Services), and
– Wealth Transfer and Business Entity Strategy.

Her areas of expertise include:

– Tax structures and partnerships / S-corporations (How to Setup, Deal with, and Operate S-Corps, Partnerships, Sole Proprietorships, and C-Corps)
– Cash flow / entity fund management (Making sure your bottom line is as high as possible!)
– Real Estate Transactions (Foreclosures, Short Sales, Investing, Fix & Flips, Real Estate Professional Status)
– LLC management (Determining how to move money between entities for the minimum tax owed or largest refund possible!)

She speaks a little bit of Spanish, loves to travel, and has 3 dogs, Mavi (shy one), Shade (the baby), Eos (the destroyer of water sprinklers!) who are her favorite little “monsters.”

Follow Tax Goddess on LinkedIn, Facebook, Twitter and Instagram.

About Your Lawgitimate Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

It’s the Most Deductible Time of the Year

December 5, 2019 by Tom Sheldon

Northeast Georgia Studio

It's the Most Deductible Time of the Year

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On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss the tax planning deductions that are available to you at the end of the year.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

The Importance of Tax Planning

November 11, 2019 by Tom Sheldon

Northeast Georgia Studio

The Importance of Tax Planning

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On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss the importance of tax planning.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Pam Balentine, Viking CPA Group, and Anna Clapper, Deep Blue Aquatics

November 5, 2019 by John Ray

North Fulton Business Radio

Pam Balentine, Viking CPA Group, and Anna Clapper, Deep Blue Aquatics

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**John Ray, Pam Balentine, and Anna Clapper**

North Fulton Business Radio, Episode 175: Pam Balentine, Viking CPA Group, and Anna Clapper, Deep Blue Aquatics

A small business “CPA with a personality” and a professional mermaid for your next corporate event were featured on this edition of “North Fulton Business Radio” as Pam Balentine, Viking CPA Group, and Anna Clapper, Deep Blue Aquatics, joined the show. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

Pam Balentine, Viking CPA Group

Pam Balentine is founder of Viking CPA Group, which services small to mid-size business owners, assisting them with tax, accounting, and consulting needs. She prides herself on being a value add to her clients and forming relationships. Pam helps clients understand their business numbers and how to use them to make key growth decisions. She assists clients with strategies to incorporate operations and processes with financials to ensure a low risk, effective, and efficient business.

Pam earned bachelor and master’s degrees in accounting from Michigan State University, and started her career at the prestigious EY in the Detroit office. She continued her career in auditing at various Fortune 500 companies. While working in internal audit, Pam started Viking CPA Group in March of 2013. She is a former adjunct accounting professor at Kennesaw State University. Pam describes herself as the CPA with personality.

To learn more, go to the Viking CPA Group website, email Pam directly, or call 404-850-0326.

Anna Clapper, Deep Blue Aquatics

Anna Clapper is a professional aquatic performer and owner of Deep Blue Aquatics in Columbia, SC. She has made appearances at events all across the Southeast. She not only provides exceptional mermaid and aquatic performance entertainment, but also offers personalized dive instruction, aquatic safety workshops, and life-saving certification courses upon request. She has nearly 15 years of diving experience and is a PADI Open Water Scuba Instructor. As a PADI Master Freediver and Freediving Instructor, Anna has a recorded breath hold of over three and a half minutes. She can safely perform in open water and confined water environments using both breath hold diving and surface supply scuba systems. Anna has more than 20 years of training in a variety of dance styles, making her a skilled underwater model and performer.

In addition to diving, Anna is a published scientist. She works closely with local organizations as an advocate for conservation and STEM education. In her spare time, Anna is also a volunteer diver at the South Carolina Aquarium (in her human form). And, as you might have guessed, her favorite sea creatures are jellyfish.

To learn more, go to the Deep Blue Aquatics website, email Anna directly, or call 843-289-0033.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

November 17, 2018 by Karen

RHINO-NATION-Networking-Phoenix-Founder-Gelie-Akhenblit-My-Home-Group-Associate-Broker-PatrickDavis-and-Sigrist-Cheek-Potter-Huyser-Managing-Partner-Howell-Cheek

Phoenix Business Radio

RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

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RHINO NATION Networking Phoenix Founder Gelie Akhenblit with My Home Group Associate Broker Patrick Davis and Sigrist Cheek Potter and Huyser Managing Partner Howell Cheek

Arizona is a great place to live and do business.

Learn about the many different growing and vibrant neighborhoods are in the state. How to connect and make great business relationships. Small business advantages in this state from a CPA’s perspective. Whether you’re thinking of moving to AZ or you already living here, you’ll learn a lot on this segment on what Arizona has to offer.

NetworkingPhoenix.com is the Valley’s one-stop-shop for professionals, entrepreneurs, small business owners, people in transition and anyone else looking to find networking events, chamber of commerce mixers, useful business seminars and leads clubs to grow their network.

Gelie Akhenblit is the CEO/Founder of Networking Phoenix, the largest professional organization in the Valley with over 40K members. She is who you engage with when you understand the value of that “one connection” that can change the trajectory of everything. Gelie consults business owners on strategic business development and relationship marketing, as well as facilitates high-level warm introductions and runs influence marketing campaigns through her own media channels. A seasoned presenter, one of Gelie’s favorite accolades was being invited to share her message on a TEDx stage. As her tagline goes “Who do you want to meet? I’ll introduce you.”

Connect with Gelie on LinkedIn and Instagram.

My Home Group is a Real Estate Brokerage Company in Arizona. They are the fastest growing Brokerage in Arizona and the 2nd fastest growing Brokerage in the United States, with over 1700 licensed Real Estate agents.

An experienced Real Estate Broker since 2005, Patrick Davis is committed to his clients best interests and to providing a smooth transaction before, during and after the sale of the home. His mission is simple; to provide a world class buying and selling experience to each of his clients, while ensuring the highest level of communication and the most advanced technology in the marketplace.

Since moving to Arizona from Oregon, Patrick has dedicated himself to learning and loving all things Arizona. Arizona has a healthy influx of people moving into the state to enjoy the enhanced quality of life that it provides. Patrick knows the trials of moving into a new environment and he can ensure a smoother and less stressful journey to your new neighborhood. He offers a complete concierge service to assist you in all your needs to quickly feel comfortable, connected, and settled.

Follow My Home Group on Facebook, Twitter and Instagram.

Sigrist, Cheek, Potter & Huyser, CPA’s is a full-service CPA firm specializing in small and medium-sized businesses. They combine big accounting firm experience with personal small-firm service. All of the partners have lived many of the challenges and opportunities faced by business owners. Areas of concentration include financial statement preparation, tax strategies for both business and individuals, and merger/acquisition consulting.

Howell Cheek joined Sigrist, Cheek, Potter & Huyser, PLLC as managing partner in 1998 after five years as President and CEO of a Tempe-based electronics manufacturing firm. Prior to that, Mr. Cheek was Chief Financial Officer for a major real estate acquisition and development company, as well as Vice- President, Tax Manager for a large financial institution. Mr. Cheek passed the CPA exam in 1983, and holds a Bachelor of Science-Business Administration degree and a Masters of Science degree in Accounting.

ABOUT RHINO NATION

Rhino Nation is a growing community of influential entrepreneurs and small business owners that share a common trait, they don’t walk, they don’t run, they CHARGE to their destiny. We acknowledge and celebrate their business expertise, leadership and fearless attitude to be victorious in their goals. Rhino Nation is committed to making powerful connections and providing enhanced exposure to broaden the reach and promote the extraordinary talents of our community members.

ABOUT YOUR SPONSOR

Rhino Online Strategies & eCreativity helps you free up your precious and limited time, as a business owner, to do what you do best….running and growing your business. Michelle Faust and her team partner with you to identify your content and marketing needs and provide you with fresh, innovative, dynamic copy that will effectively reach your target market, leading to increased customer engagement, a higher conversion rate, and increased sales.

Great content becomes the seeds of a bountiful business harvest, so you can cultivate and grow your business. We take the time to personally understand you and your company’s purpose, so your marketing message reflects who you are and speaks directly to your target market. Let us join you as part of your team. We’ll partner with you to develop powerful messaging strategies.

We strive to create an expansive mindset through education, marketing content and access to a talented team of business consultants. Our mission is to deliver cutting edge entrepreneurial support by providing engaging targeted messaging along with online business education, ancillary business services, and enhanced exposure.

Michelle has an extensive background in sales, marketing and public speaking, primarily in the pharmaceutical industry. When she left her corporate career, she shifted into the entrepreneurial world, combining her experience, talents and passions to reinvent herself. As a marketer and copywriter, Michelle thrives on discovering what motivates people into action and what their key emotional triggers are. Michelle and her team create powerful and targeted messaging that improve conversion rates and increase sales. Michelle loves to connect people through the power and beauty of the written word. her passion is helping people create a road-map to success, so they can fulfill their dreams and live their destiny.

For more about Rhino Online Strategies & eCreativity find them at www.rhinostrategy.com, on Facebook and LinkedIn.

AGLCC

March 3, 2016 by angishields

Midtown Business Radio

AGLCC

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AGLCC

I recently hosted Susanne Baugh, of Q&A Events on Midtown Business Radio. As we got to talking, she mentioned that I should meet Emma Foulkes, Presidnt of the Atlanta Gay Lesbian Chamber of Commerce. Because the respective missions of the chambers of commerce and Business Radio X have such overlap in the business environments we serve, I was pleased to reach out to her.

As the AGLCC’s website explains, “The AGLCC exists to promote the economic growth and advancement of our LGBT and allied business members, our non-profit organizational members as well as our corporate partners and their employees, through advocacy, leadership, education and support.”

When not overseeing AGLCC activities, Emma is Managing Partner at Commonwealth Business & Retirement Services. She’s a Certified Financial Planner, and has been advising entrepreneurs and high income earners in the Atlanta area since 2001. She provides retirement and business transition planning services in addition to others.

Bruce Logue is Director of Networking for AGLCC, and Managing Partner/Realtor at The Corbel Group at Keller Williams. The firm is comprised of a team of residential real estate specialists who use a unique combination of technology, creative and effective marketing, and tailored customer service to help their clients buy, sell, and invest in real estate. The Corbel Group offers a boutique style approach to real estate services while providing world class results.

Jan Stepp has been in the promotional products business for many years, and is the founder of Pizazzz Promotions. She shared how she takes a consultative approach with her clients to determine who they are trying to reach, the mission of their brand, and makes recommendations for how to best position themselves in front of prospects most effectively. She is also actively involved in AGLCC, hosting the chamber’s Vinings networking events.

Pizazzz is your one stop source for creative advertising specialty, promotional items and printed materials! The company can provide literally any item you can imagine with a logo on it! They have the perfect idea for: customer appreciation, trade show giveaways, sales meetings, grand openings, sales incentives, safety programs, open house, mail enclosures, event promotions, political campaign items, fund raising promotions, banners, table covers, labels, forms, stationary, brochures, holiday gifts, food gift items, non-profit donor gifts, embroidered and screen printed items, cards for any occasion, calendars…if it can be logoed, they have it 🙂

Pizazzz Promotions prides themselves on creative ideas, personal service, competitive pricing and on-time delivery! They work within your guidelines and budget to provide the perfect marketing and promotional items to fit your needs.

Alicyn McLeod is a CPA and Tax Partner with FinLogic, a tax and business advisory firm focused on growing service-based enterprises. She’s an ambassador for the AGLCC as well as a corporate partner. FinLogic employs a forward-thinking approach and their experts focus not just on where your company has been, but rather where you want your company to go.

The firm assists businesses in becoming more profitable, more streamlined and helps them resolve technical issues associated with financial reporting, taxation, debt acquisition and capital acquisition strategies. Whether you are in the process of starting your own business, selling your business or are somewhere in between, the professionals at FinLogic have the experience you need to navigate the issues faced in today’s business world.

David Olt is a doctor of chiropractic and the clinical director of Integrated Chiropractic Center, a Buckhead‐Atlanta practice he founded in 2000. A Georgia‐licensed chiropractor certified by the National Board of Chiropractic Examiners, Dr. Olt has been in practice for 21 years. He has provided pain and wellness care to thousands of patients.

He applies an integrated approach to pain care and health care that combines the effectiveness of several disciplines to support “whole person” care including chiropractic care, spinal and postural screening, corrective exercise instruction, nutritional counseling and massage therapy. His practice offers a one‐to‐one approach to spine and extremity pain relief that is non‐surgical, non‐pharmaceutical and focused on long‐term health and wellness.

Dr. Olt is a frequent speaker at lunch and learns and hosts the AGLCC Buckhead business builder luncheon. He has earned recognition for chiropractic care (Top 10 Chiropractors in Atlanta) and for business and community involvement (Four Avenues of Service, AGLCC Member of the Year 2014). Dr. Olt also serves as an examiner for the Chiropractic National Boards.

Special Guests:

Emma Foulkes, Managing Partner, Commonwealth Business & Retirement Services

BA, Information Systems, University of Phoenix–San Diego
Executive Program in Financial Planning, University of Georgia
Atlanta Business Chronicle/NAIFA – Top Female Financial Advisor in Atlanta, 2013 & 2014
Advocacy Chair, Financial Planning Association of Georgia

Bruce Logue, Managing Partner, The Corbel Group at Keller Williams

Previous Fulfillment Account Manager, Palm Coast Data
Former Methods/Procedures Training Manager, AT&T/CitiBank Universal Card Services
Previous Graphic Designer, Westinghouse Electric Company
Active volunteer, Atlanta Pet Rescue and Adoption

Jan Stepp, President/Founder, Pizazzz Promotions

Former Board of Directors, Atlanta Gay Lesbian Chamber of Commerce
Previous Sales Account Manager, Freight Forwarders
Former VP Sales/Marketing, Gunold & Stickma

Alicyn McLeod, Tax Partner, FinLogic LLC

CPA, University of Georgia
CGMA
Previous Tax Manager, Moore Colson
Former Tax Senior, Bennett Thrasher

David Olt, DC, Integrated Chiropractic Center

DC, Life University
BS, Marketing & Management, Miami University

Buying or Selling a Business

October 6, 2015 by angishields

Midtown Business Radio

Buying or Selling a Business

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Dave Ragland and Joe Schum talk Buying/Selling Businesses

Buying or Selling a Business

We continued our monthly series with IRC Wealth, talking about buying or selling a business. Dave Ragland and Joe Schum came by with Chet Burgess of Burgess & Associates to share some expertise regarding how to approach choices that arise when coming into a large sum of money through the sale of a business. An example of this was an IRC Wealth client company that was an Employee Stock Option Plan (ESOP) that sold.

In this case, the employees were seeing pretty sizable amounts of money coming their way from 5 figures to as much as $500,000-1,000,000 or more. Dave and Joe talked about the importance of sitting down with a financial expert to identify the best plan for what to do with those funds to get the greatest value for the employee’s needs.

The group also talked about the importance of establishing a sound operating agreement for partners in a young business that will accommodate the various possibilities for separation for the partners, whether it’s a sale, or a partner opting to leave, or other potential situations.

Chet, a CPA and tax expert, shared how important it is to select a corporate structure that provides the greatest long-term flexibility for a business that will facilitate selling later or transitioning a business to heirs or other partners.

We also discussed options for the business owner who would like to offer rewarding compensation plans that inspire a sense of ownership and increased productivity, without having to give away shares of stock in the privately-held company.

Special Guests:

David Ragland, CEO/Founder of IRC Wealth