Your Valued CPA®

Cash flow concerns and opportunities are at top of mind for any entrepreneur. The first thing a business owner and entrepreneur learn in business basics is that once you run out of cash flow, you no longer have a runway and the business cannot operate. Cash flow is a hot topic of conversation, and business owners always look for options to increase it. Finance expert, Dr Jason Henderson, shares with us some ways that an Infinite Ba...

Saving for retirement is an important aspect of managing our wealth and cash. Typically, we want as much freedom and control to invest in what we want however many times we are limited to what is on the financial advisor's platter offering. What if there was another option? Knowledge is power and exploring the self-directed retirement investment option is part of expanding your tools, knowledge and opportunities. You should ask you...

In this episode of Your Valued CPA, we dive into the game-changing power of personal branding with the #1 Global Branding Expert, Rey Perez. Discover how your unique identity isn't just about recognition—it's a strategic asset that drives profit and amplifies your influence. Whether you're an entrepreneur, business leader, or professional looking to leave a mark, mastering your personal brand can unlock new opportunities, profits a...

A Ponzi Scheme loss is very stressful emotionally, physically, and financially. More specifically, the year of discovery, and future years of Ponzi Scheme loss recovery can be filled with lots of stress and unknowns. These Podcast Episodes are meant to shed light on an already stressful situation, help you uncover some options, and bring hope to new possibilities to consider on your road to recovery. Previous episodes provided insi...

There is hope to have some sort of recovery, at least from the tax perspective, for those that have been victims of a Ponzi Scheme Investment. In one of my prior videos, I go into the details of what the Safe Harbor rule is and what is required to file properly. This video specifically clarifies confusion about required documentation, and if tax-advantaged assets that invested in the fraudulent investment can recover via the Safe ...

Theft, Criminal Investment Firms, and Ponzi Schemes are prevalent, and the IRS has very specific rules so you can maximize your deduction during this stressful time of losing your investment, due to no ill activity on your part. The IRS has a SAFE HARBOR way to report Ponzi Scheme losses so that you do not have to put traditional capital loss limits on your loss.

In our discussion you will discover:

· What a Ponzi Scheme is

· ...

As business owners, we want tax savings, cash flow, security, and wealth driven strategies. We may all be familiar with whole life insurance however there are options where your whole life insurance policy can also be a tax-deductible expense. This Podcast is a must-see and will provide the clarity you need to explore options, create tax strategies and wealth while providing your business and family with the security they need.

Thi...

The January 2025 Hunter Biden Tax Evasion Case findings have raised many eyebrows due to their high-profile debut. No matter what political lines you lean towards, all politics aside, what was discovered in this specific case is important for every business owner to know. This case outlines mistakes that unfortunately any business owner can make if not careful. My insights from over 2 decades in the tax world help interpret and she...

As business owners, payroll is important for many reasons: IRS Compliance, Cash Flow, Payroll Taxes, among others. However, payroll can many times be an overwhelming task for business owners. This Podcast Webinar is a must-see and will provide the clarity you need to stay in compliance, simplify your business, and reduce any overwhelming feelings on the topic!

This Podcast webinar will:

· Explain the importance of payroll

· ...

Hollywood & Number Crunching go hand in hand. In order to be prepared to drive your business and dream into a tangible reality, you must know the terrain, what to expect, and a strong handle on the numbers. This combination will sustain your idea, your business, and your success in one of the most cut-throat industries. Co-Founder of E! Entertainment Network, Larry Namer, shares his secrets to success, sustainability, and endu...

Filing 1099s can be a stressful time for the business owner, for the independent contractor and for us! IRS regulations are consistent for 1099s however there is still quite a bit of confusion about employees, contractors, businesses and individuals that get paid for services and how to report these at the end of the year.

This Podcast will:

· Explain the difference between employees and contractors

· Who is responsible...

Let's face it, we get enamored with the idea, the concept, the freedom of a business but we don't really know what we are stepping into. In the first episode we discuss the first ideations of "you don't know what you don't know" and how to take the right step forward with the IRS, with separating your business from yourself, and with focusing on what really matters while not repeating the most common mistakes or recreating the whee...