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The Mr. R Show

Chris Picciurro and John Tripolsky

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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with ener ...
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Listen to tax professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. Useful lessons ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Welcome to Travis, Can I Have This?, the podcast for dental practice owners looking to master their business finances, navigate tax challenges, and unlock their practice’s full potential. Hosted by a CPA who specializes in working with dentists, each episode delivers actionable insights, clear strategies, and a touch of the dry humor to help you take control of your financial future. From tax tips to goal setting, we tackle the questions that keep practice owners up at night—so you can focus ...
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Practical Tax with Steve Moskowitz

Practical Tax with Steve Moskowitz

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Join tax attorneys Steve Moskowitz Liz Prehn for Practical Tax, a weekly podcast filled with tips and tricks for navigating taxes in the United States. Learn the laws, learn your rights, and file your taxes — practically.
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Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.
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Unlock the full potential of your tax practice with Taxaroo's advanced suite of tools designed to streamline your workflow and amplify efficiency. From automated data entry to intelligent tax planning, Taxaroo empowers you to conquer tax complexities effortlessly. Revolutionize your practice with intuitive client collaboration features, ensuring seamless communication and file sharing. Stay ahead of regulatory changes with real-time updates, while robust security measures safeguard sensitive ...
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Tax Practice Management Platform

Accounting Practice Management

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Taxaroo is the cutting-edge tax practice management platform designed to revolutionize the way you run your tax business. Say goodbye to the hassle of managing client data, appointments, and documents manually. With Taxaroo, you can efficiently streamline your operations and focus on what matters most – delivering exceptional tax services. Key Features: Client Management: Easily organize client information, track communications, and access historical data in one central hub. Appointment Sche ...
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PROpulsion LIVE

Francois du Toit

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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Everyone needs a little help being a human. From sleep to saving money to parenting and more, host Marielle Segarra talks to experts to get the best advice out there. Life Kit is here to help you get it together. Want another life hack? Try Life Kit+. You'll support the show and unlock exclusive curated playlists and sponsor-free listening. Learn more at plus.npr.org/lifekit
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Better With Money

The Irish Times

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If you find managing your money a struggle, this is the podcast for you. From The Irish Times, Better With Money is a crash-course in how to spend responsibly, save effectively and make big financial decisions wisely. Hosted on Acast. See acast.com/privacy for more information.
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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Tax Rep Network with Eric Green

Eric L. Green, Esq. - National Speaker and Author

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Join Eric L. Green with Tax Rep Network and build your practice. Navigate the ins-and-outs of IRS Collections, Offers-in-Compromise, Reducing IRS Penalties, etc. Turn this hottest of growth areas into a revenue stream for your practice and help hundreds of people resolve their worst nightmare!
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Taxbytes for Expats

Stephanie Wickham, ExpatTaxes.ie

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Are you an expat who is confused by the Irish tax system? Maybe you are planning a move to or from Ireland and want to understand how to navigate the complex tax issues that arise? Taxbytes for Expats is the show that explains in simple terms the dos and don'ts of Irish taxes for expats.
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Sacred Community Podcast

Sacred Community Project

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Sacred Community Podcast is an inter-spiritual hub of the universal teachings, “Love, Service, Remembrance, and Truth.” Home of SCP interviews, live workshop recordings, dharma talks, and meditations, each episode is carefully curated to ensure its alignment with SCP values. Learn more and make a tax-deductible donation at https://sacredcommunityproject.org
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Pulse of the Practice

Thomson Reuters

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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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The teachings of Jesus lead us to a better, fuller life. This was true in the ancient world where Jesus first taught, and it’s still true today. But what does it mean to actually practice the way of Jesus in today’s complex, secular world? In this podcast by Practicing the Way, John Mark Comer responds to that important question through his teachings at Bridgetown Church in Portland, Oregon. Join us as John Mark provides practical insight on how you can be with Jesus, become like Him and do ...
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Tax Software for Small Firms

Accounting Practice Management

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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing your business. Say goodbye to stress and hello to financial peace of mind - choose Taxaroo for small business success. For more detail visit us at ht ...
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Badass Therapists Building Practices That Thrive

Dr. Kate Walker Ph.D., LPC/LMFT Supervisor

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Welcome to Badass Therapists Building Practices That Thrive, the ultimate resource for mental health professionals ready to step into their power, grow their practices, and create a career they love. I'm Dr. Kate Walker, a Texas LPC/LMFT Supervisor, author, and business strategist who's here to show you the path to success. Formerly Texas Counselors Creating Badass Businesses, we’ve rebranded because, well, we’re way too big for Texas now! This community of badass therapists is growing natio ...
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Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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CG Business Advisor

CG Tax, Audit & Advisory

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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
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Welcome to "SMARTEN UP!" a podcast aimed to help business owners navigate the complex tax and business landscape. Host Sally Preston simplifies complex tax and business matters for business owners to help them make smart decisions when running their businesses. Expert guests will help navigate financial, tax, and legal issues that are essential for business success.
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Church Advisory Podcast

Chaney & Associates

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The Church Advisory Podcast by Chaney & Associates empowers church leaders to steward their resources well with actionable insights on finance, administration, and strategy. As trusted ministry advisors, we’ve partnered with hundreds of churches—of all sizes—for over 23 years, providing expert guidance on everything from creating budgets to navigating housing allowances. Now, we’re sharing that expertise with pastors and church leaders everywhere through this podcast, equipping you to manage ...
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Inside The Practice

Inside The Practice

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Inside the Practice is your go-to podcast for expert-led discussions and actionable insights in the world of dentistry and its specialties. Hosted by, Alan Hollander and Sarah Boylan. Featuring interviews with top industry voices and thought leaders, this show is designed for dental professionals who want to stay informed, connect with like-minded peers, and advance their practice.
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All Things Private Practice Podcast TM is where we dive deep into the gritty, unfiltered world of being a mental entrepreneur, mental health professional, and a private practice therapist. Join us as we explore the emotional roller coaster of small business ownership, tackling the raw and unapologetic aspects that often go unspoken. In each episode, we fearlessly dissect self-doubt, resilience, impostor syndrome, and paralyzing perfectionism. This podcast normalizes fear and failure and help ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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The Accounting Podcast

Blake Oliver & David Leary

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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Hyde or Practice

Hyde or Practice

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Alexis Hyde and Erika Wong interview people from every facet of the Art World, from artists and gallerists to reporters and lawyers to educators and tax experts, to give you a more complete view of how vast and nuanced the Art World is.
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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Welcome to Mastering Finance with Dean Tellone—a show that transforms complex financial topics into clear, actionable insights for a secure future. This series is your go-to resource for exploring essential strategies such as retirement and estate planning, risk management, tax optimization, and navigating the ever-evolving trends in finance and real estate. Each episode unpacks intricate concepts into practical advice, empowering you to make informed decisions and plan effectively for the f ...
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Weekly Docket

Philip Silberman

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Dive into the world of law with 'Weekly Docket,' hosted by Silberman Law Firm's Phil Silberman. Get the latest on landmark cases, practical law, and a unique perspective on the legal landscape. Join us for a weekly exploration of law like you've never heard it before.
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Synergy Practices is a service being offered by Arminco inc. to dental practitioners. It provides project management, and practice management options. The podcast is designed to offer information in regards to dentistry, the process of building a practice, and requirements to run their practice.
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Tired of openings in your schedule? Marketing can be our least desired task but perhaps one of the most important ones. Join us for this episode of Practice Management Live as we share proven tips for building your client base.
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Associations NOW Presents

associationsnowpodcast

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An original podcast from the American Society of Association Executives where we explore key topics relevant to association professionals, discuss the challenges and opportunities in the field today, and highlight the significant impact associations have on the economy, the U.S., and the world.
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IRS Whisperer

Dan Henn, CPA, CTR™

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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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Welcome to The Accountant Quits podcast, an idea born from an inquisitive attempt to find one’s calling. I’m Umar and I will be your host on this series where we look into the impact of blockchain in accounting. From topics around the accounting treatment of cryptocurrencies, the new framework of triple entry accounting, the challenges at hand for audit and tax, and many more, we will look into how the profession of accounting is evolving and how accountants should prepare themselves for the ...
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In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control. We talk about how to clean up c…
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Get your free How to Become a Financial Beast Book at www.financialbeastbook.com Ready to slash your tax bill and take back CONTROL of your financial destiny? In this must-watch episode, we break down the powerful tax-saving strategy of cost segregation with expert Andrew Parrish of Alternate Tax Solutions. Learn how healthcare and practice owners …
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Jeremy dives deep into the critical red flags that should make tax professionals pump the brakes on S-corporation elections. From balance sheet debt ratios that could trigger unexpected taxable events to operating agreement provisions that can inadvertently terminate S-elections, this episode challenges the "default to S-corp" mentality that's beco…
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In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physicia…
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Creating a Limited Incorporated Company in Ireland couldn’t be easier - but is it the best option for you? In Part 2 of my chat with Paul Coffey of Coffey Accounts, we talk about the realities of starting a limited company in Ireland. There’s a lot to consider, from tax planning and pensions to avoiding the common misconceptions of what you can and…
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So often when completing our estate planning, we focus on what will happen when the last spouse dies. But what about after the death of the first spouse? In this episode, I outline some key planning considerations to keep in mind on the death of the first spouse, including: cash flow planning, access to credit, and practical considerations! HERE AR…
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Summary In this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss Michael's journey into financial services, the importance of tax planning, current trends in wealth management, and the role of AI in enhancing client relationships. The conversation emphasizes the need f…
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In Episode 31, Gerda takes the fear and confusion out of tax planning and transforms it into an empowering process for private practice owners. Sharing her personal experiences, Gerda walks you through how tax planning can provide clarity, drive strategic decisions, and set your business up for long-term success. In this Episode, you will learn (am…
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Tax season is finally over—and now it’s time to take stock, compare notes, and rethink how to run your practice smarter, not harder. In this episode of the Tax Rep Network Podcast, host Eric Green is joined by the unstoppable Dawn Brolin, CPA, CFE, for a raw and revealing post-season debrief that every tax professional needs to hear. What started a…
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In this episode, Alan Hollander and Sarah Boylan, MBA joined by Morgan Hamon, CPA and Managing Director at EisnerAmper, known for his ability to make complex tax and financial issues accessible to practice owners. With the economic landscape shifting and dental professionals facing rising costs and increasing pressure to make smart financial choice…
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What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools. They break down QuickBooks' latest price increases, demonstrate how …
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Dan Harris of the 10% Happier podcast interviews Life Kit host Marielle Segarra as part of their Get Fit Sanely series. Marielle talks her favorite tips, like building in exercise snacks, preventing revenge bedtime procrastination, finding your play personality and more. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR Pri…
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Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example Links in this episode: Tenon Financial's website - https://tenonfinancial.com/ Tenon Financial's June 2025 newsletter - here Andy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services…
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The Sacred Community Retreat facilitation team discusses the role of practice and grace on the spiritual path. Recorded from the second day of the 2024 Sacred Community Retreat, this episode features Lakshmi Abrol, Swapnil Abrol, Connor Burns, zander cole, Pavan Das, Sitaram Dass, Beverly Hsu, and a special guest appearance by Vasu Jon Seskevich. L…
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In this episode of The Dental Brief, host Patrick Chavoustie welcomes Lane Rizzardini from SleepApneaLeads.com, for an eye-opening conversation about why most dental sleep apnea programs don’t deliver results and how AI is changing everything. Lane explains how their AI texting agent “Sarah” is helping practices respond to leads instantly, 24/7, an…
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The most recent changes to Social Security have left many Americans with questions—and for good reason. A landmark bipartisan bill has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), placing more money into the pockets of retirees across the country. But what do these changes really mean for retirees? In this …
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This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes us see problems even when things are going well. They explore how this ties into the concept of hedonic adaptation, and they explain how dentists and high earners can fall into the trap of “never enough.” Tune in for some insights on man…
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Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Je…
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Training new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a better onboarding system using automation, micro-learning, and thoughtful human touch. You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax hel…
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Whether you saw it coming or were completely blindsided, getting laid off is one of the most stressful experiences in life. It can also be a huge hit to your mental health, making it even harder to focus on logistics. This episode, we lay out concrete next steps for the first day, week, month and onward after a layoff. That includes how to find hea…
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Thinking of bringing your car back to Ireland when you move? There’s quite a few things you need to know before you start planning! In this episode, I’m joined by someone who knows the process inside-out: my husband, Bryan Wickham. As well as being a chartered accountant, Bryan’s a long-time car enthusiast who’s imported vehicles from overseas and …
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In the aftermath of the financial crash, Ann-Marie Gaynor was getting over a marital breakdown, lone parenting three children under 7 and in five-figure debt. A self-described Celtic Tiger baby, Gaynor says she only ever saw her credit card limit as a target and would apply for a new card once she'd maxed out another. In this episode she shares how…
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Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory. She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that c…
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Doctors - The train is leaving the station and 2030 is right around the corner, which leaves you a very short amount of time to make sure you are aligned for what's to come: Value-Based Care. Dr. Tom Davis, shares his professional insights on this very topic in which you do not want to miss. Below are resources provided by Dr. Davis regarding this …
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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses what qualifies as a "living wage.” He highlights the wide variation of different wages across U.S. states and stresses that personal financial needs vary greatly. Jake emphasizes that financial planning should be individualized and not based on broad averages. Book a …
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Why does the Bible feel disconnected from real life? John Mark unpacks the ancient practice of meditating on Scripture. He invites us to slow down, savor, and let it shape us from the inside out. Key Scripture Passage: Psalm 1v1-3 This podcast and its episodes are paid for by The Circle, our community of monthly givers. Special thanks for this epis…
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Should you move across the country? Take that job? Have a baby? Life is full of big decisions and it can be easy to get stuck in the "what-ifs" of them. As a decision coach, Nell Wulfhart helps people address indecision head-on. In this episode, Wulfhart shares exercises to make speedier decisions, when to bring others in to your decision-making pr…
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Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Taylor, and Rabih talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: w…
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In this episode, Rachel Bentley shares her journey of building a thriving group practice and launching the Next Level Private Practice Summit, emphasizing the power of community, collaboration, and taking risks despite self-doubt or fear of imperfection. She and Patrick Casale discuss the importance of consistency, authentic connection, and embraci…
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Send us a text In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser. From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. Bu…
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How close are we to expense reports that create themselves? In this crossover episode recorded live at Emburse in Motion, Blake Oliver explores real-world AI implementation with Adriana Carpenter, CFO of Emburse, and Olga Pavlova from PizzaExpress. Discover how PizzaExpress manages 350+ restaurant locations using AI to automatically flag policy vio…
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This week on the Weekly Docket, Phil is joined by supervising attorney Chris Heald to unpack the legal risks behind an innocent-looking 5th grade water balloon tradition, reveal how a North Korean laptop farm operated from a quiet American neighborhood, and explain how executor fees really work in Texas probate cases. They also explain how to decod…
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Before a token hits the market, founders face complex legal and tax decisions that can make or break their project. Where to incorporate? What type of token to issue? How does your personal residency affect taxes? On Ep. 89, I’m joined by Jonathan Turnham, Managing Partner at NXT Law, who’s helped launch over 350 Cayman Foundations and advised cryp…
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We’re talking tax law today, friends. Which means we’ve officially hit rock bottom… or found our calling. One of the two. At the end of May 2025, the House passed what they lovingly call the “One Big Beautiful Bill Act.” (Yes, that’s the real name.) It’s not law yet — the Senate still has to weigh in — but this bill gives us a peek at what Congress…
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So you finished your estate planning... but do you have a Power of Attorney? Check out this mini-episode for details on: - What is a power of attorney? (2:13) - When should you consider having more than one power of attorney? (4:00) - How do you choose who to appoint as your power of attorney? (6:05) - What are some tips/traps to consider? (7:18) H…
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In this episode of Associations NOW Presents, guest host Aaron Wolowiec, founder and president of Event Garde and host of the Voices & Views podcast, chats with Tara Davis, senior director, internal communications and staff wellbeing at the American Psychological Association, about the growing importance of wellness in high-stress industries like a…
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In this episode of Growing Your Firm, host David Cristello welcomes K.C. Eames, the Director of Client Accounting Services at Dark Horse CPAs. The conversation delves into the complexities of pricing in client accounting services (CAS) and the nuances that make it both an art and a science. K.C. shares insights about the unique structure of Dark Ho…
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Even if you use a credit card all the time, it can be difficult to understand the ins and outs of how they work. Whether you're a new credit card owner or just want to make sure you're getting the most out of your card, this episode will walk through the fundamentals of the credit card game. This episode originally published August 29, 2024. Learn …
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In this special guest host episode, Mike Powers and Kirsten Ashbaugh from Manuka Financial talk cybersecurity best practices. Links in this episode: Manuka Financial's website - https://www.manukafinancial.com/ Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retir…
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In this episode of The Dental Brief, we welcome back Open Dental expert Brittany Rogers from SKF Practice Solutions and she’s dropping serious knowledge on how dentists are leaving thousands on the table without even knowing it. Brittany shares how one dental practice uncovered $60,000 in missed insurance claims, all by using one overlooked feature…
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What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes…
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