The Advisory Accelerator Podcast

Episode Archive

Episode Archive

8 episodes of The Advisory Accelerator Podcast since the first episode, which aired on June 27th, 2022.

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    Ep008: Engaging clients through an advisory approach with Nick Burgess

    November 29th, 2022  |  26 mins 18 secs

    On this edition of the Advisory Accelerator Podcast, we connect with Nick Burgess of the Burgess Financial Group to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practice. By partnering with Burgess, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients through a more holistic and advisory minded approach.

    With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers. That's why more and more firms are partnering with Burgess to ensure that nothing is falling through the cracks when it comes to providing key clients with proactive estate planning strategies.

    Take a listen to learn more about what it takes to accelerate your firm's advisory practice."

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    Ep007: Extending CPAs Capabilities using Virtual Tax Offices

    November 8th, 2022  |  29 mins 22 secs

    On this edition of the Advisory Accelerator Podcast, we connect with Stephen Way of Paragon Tax Planners to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practices. By partnering with Paragon CPAs create a virtual tax office that expands the capabilities of their in-house personnel and allows them to engage their clients through a more holistic and advisory minded approach.

    With the incredible complexity of today's tax code, no individual CPA can. Ever expect to have all the answers. That's why more and more firms are partnering with Paragon to ensure that nothing is falling through the cracks inside of their key client relationships. Take a listen to learn more about what it takes to accelerate your firm's advisory practice.

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    Ep006: Disaster Recovery with Victory Claims Consulting

    October 18th, 2022  |  23 mins 27 secs

    "On this edition of the Advisory Accelerator podcast, we connect with Benny Wright, the president of Victory Claims Consulting to discuss how his firm partners with CPA firms to help their clients overcome the impacts of a disaster and to maximize their insurance reimbursements.

    The need for this expertise is becoming more immediate with the recent increase in severe weather events and chances are either you or a client will have a need help to navigate this type of crisis.

    When disaster strikes, your clients will turn to you to help navigate all the complexities related to the event and Benny can partner with you to ensure you can assist like a pro. Take a listen and learn what it takes to accelerate your advisory practice."

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    Ep005: Exploring ERTC and WOTC with Philip Wentworth at Rockerbox

    September 27th, 2022  |  50 mins 5 secs

    "On this edition of the Advisory Accelerator podcast, we connect with Philip Wentworth, the CEO of Rocker Box to discuss how they are partnering with CPA firms to provide expertise related to both ERTC and the WOTC credits.

    The ERTC, which stands for Employee Retention Tax Credit, is a refundable tax credit that was designed to reward and encourage businesses to keep their employees on payroll.

    The WOTC, which stands for Work Opportunity Tax Credit, is a Federal tax credit available to employers for hiring individuals from certain targeted groups who have consistently faced significant barriers to employment.

    In this Episode, Philip does a deep dive on both these tax credits and so much more.

    Take a listen and learn what it takes to accelerate your advisory practice."

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    Ep004: Establishing a Financial Services Practice with Oggi Ruiz

    September 7th, 2022  |  28 mins 10 secs

    On this edition of the Advisory Accelerator Podcast, we connect with Oggi Ruiz of the World Financial Group, a leading financial services platform provider, to discuss their elegant approach to helping CPA firms get into the financial services business and jump-start their success.

    It's a fascinating conversation, and their mission to help every family access financial knowledge, products, and resources to prepare for a better future really shows in their approach.

    Take a listen and learn what it takes to accelerate your advisory practice.

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    Ep003: The Ins and Outs of IC-DISC with David Spray

    August 16th, 2022  |  40 mins 11 secs

    Today on the Advisory Accelerator podcast, we're talking with David Spray, President of Export Advisors, a specialty tax firm based in Houston, Texas.

    We discuss how Export Advisors are partnering with CPA firms to provide expertise related to the IC-DISC, a tax incentive helping exporters retain more of their profits.

    David's approach helps CPAs better equip themselves to identify suitable candidates for this offering.

    This is another great example of identifying opportunities to accelerate your advisory practice.

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    Ep002: The iClat: A Charitable Giving Strategy to Reduce Taxable Income

    July 11th, 2022  |  31 mins 40 secs

    Today on the Advisory Accelerator podcast, we're talking with Brad Gornto, President & Founder of iCLAT Solutions, a firm dedicated to partnering with CPA firms to provide a straightforward charitable giving framework that can help reduce taxable income in a year when a client's tax liability is unusually high.

    An "iCLAT" is simply a trust that makes annual distributions to charity for a specified term of years and, at the end of the term, distributes the remaining trust assets back to its grantor.

    A well-established but rarely used type of charitable planning strategy, Brad and his team have worked with 100s of individuals, attorneys, accountants, financial planners, charities, DAF sponsors, and fiduciaries in the proper design, drafting, establishment, and administration of iCLATs.

    Take a listen and learn what it takes to accelerate your advisory practice.

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    Ep001: Understanding the Tax Advantages of Private Aviation

    June 27th, 2022  |  48 mins 52 secs

    Today on the Advisory Accelerator podcast, we're talking with Jerry Winkelmann, Executive Director at Engineered Advisory Services, Jack Lambert, Managing Partner at Jet Access Aviation, and Bart Peters, Managing Attorney at Business Aviation Law Group, about their unique jet aviation program.

    As a CPA, you may have clients who would benefit from exploring the purchase of a private aircraft as an investment vehicle, especially when the plane is placed inside of a charter fleet, and from a tax minimization standpoint.

    We had the opportunity to dive into the current tax guidelines, the nuances of owning a jet, and the advantages it can provide to the owner.

    This is a great episode, especially if you're a CPA looking to drive value into your client relationships.