Best Mike Jesowshek Cpa Podcasts (2025)

1
Sell Your Company with $0 Taxes? QSBS Explained 32:18

1d ago32:18

32:18

Send us a text Some entrepreneurs sell their companies and walk away with zero federal taxes. How? This is thanks to a strategy called QSBS. In this episode, tax strategist Alessandro of Get Dynasty breaks down Qualified Small Business Stock, new changes from the “Big Beautiful Bill,” and how founders can use trusts to multiply tax-free exits. If y…

1
Build an Indestructible Winner’s Mindset – Adi Soozin on Scaling, Burnout & Bulletproof Leadership 45:22

6d ago45:22

45:22

In this powerful episode of the Digital Insurance Agent Podcast, Adi Soozin shares the secrets behind building an indestructible winner’s mindset — a critical edge for insurance agents, entrepreneurs, and high performers in today’s fast-paced digital world. 🎙️ Hosted by Carl Willis, this conversation dives deep into Adi’s journey — from breaking ma…

1
Independent Contractor or Employee? Hiring Mistakes That Trigger an IRS Audit 22:35

9d ago22:35

22:35

Send us a text Misclassifying workers is one of the biggest mistakes a business owner can make. It might seem cheaper to pay someone as a 1099 contractor, but if the IRS says they should be a W-2 employee, you’re looking at back taxes, penalties, and possible audits that could cripple your business. In this episode, Mike breaks down the IRS framewo…

1
AI Strategy for Insurance Agents: Build Your Second Brain with Marnie Wills 43:06

13d ago43:06

43:06

In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with AI strategist and trainer Marnie Wills for a masterclass in integrating AI into your insurance agency operations. From creating your own second brain with AI assistants to reframing AI as amplified intelligence—not artificial—this conversation is packed with act…

1
Why the Wealthy Use Oil & Gas Investments to Cut Six Figures Off Their Taxes 26:53

16d ago26:53

26:53

Send us a text Most tax strategies give you either a write-off or long-term growth. Oil and gas gives you both. With IRS Code 263(c), you get massive upfront deductions and steady tax-advantaged cash flow. In this episode, Mike and Nick from US Energy unpack how drilling funds work, the unique tax benefits they provide, and how to use them strategi…

1
From Law School to 7-Figure Entrepreneur: Bart Henderson on Freedom, Systems & Scalable Businesses 37:06

20d ago37:06

37:06

In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq.—a licensed attorney turned serial entrepreneur. Discover how Bart went from law school side hustles to building a 7-figure business that landed on the Inc. 5000 list. You'll learn how Bart leveraged systems, minimized overhead, and avoided “he…

1
Q&A: The Tax Strategy Hierarchy Every Small Business Owner Should Know 23:39

23d ago23:39

23:39

Send us a text If I were starting a business today, this is exactly how I’d approach tax planning from the ground up. In this episode, we're tackling tax strategy hierarchy every small business owner should follow. From core strategies like hiring your kids and maximizing deductions, to advanced moves like asset purchases, oil and gas investments, …

1
Breaking the Invisible Ceiling: Mitchell Weisburgh on Leadership & Mindshifting for Insurance Agents 39:35

27d ago39:35

39:35

In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh, entrepreneur, educator, and author of Mindshifting, to uncover the invisible mental ceilings that keep insurance agency owners stuck in survival mode. Mitchell breaks down the five survival brain responses, explains how to tap into y…

1
How Section 831(b) Captive Insurance Protects Your Business and Saves You Taxes 34:02

30d ago34:02

34:02

Send us a text Most business owners think of insurance as a necessary expense, but what if it could double as a tool to cut taxes? With a Section 831(b) captive insurance company, you can set aside pre-tax dollars to cover risks traditional insurance won’t touch… All while building a financial safety net for your business. In this episode, Van Carl…

1
Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent 32:14

1M ago32:14

32:14

In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spend…

1
The #1 Retirement Mistake Business Owners Make (And How to Fix It) 36:34

1M ago36:34

36:34

Send us a text Retirement expert Matt Ruttenberg walks through 5 real-world business scenarios and how to choose the smartest retirement plan for each. Whether you're flying solo or managing a growing team, this episode breaks down IRA, SEP, SIMPLE, 401(k), and advanced options in a simple way… Plus, how to take advantage of powerful tax credits. 🚀…

1
Video Marketing for Insurance Agents: Sell Before the First Conversation 40:51

1M ago40:51

40:51

Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for using short-form videos to pre-position yourself as the trusted expert in your niche. You’ll learn: Why video bui…

1
Partnership vs. S Corp | How Basis Can Make or Break Your Tax Bill 15:08

1M ago15:08

15:08

Send us a text Taking money out of your business isn’t always tax-free. If you’re not tracking your basis, you could get hit with a surprise capital gains tax, even without selling anything. Let's break down what basis means, how it works differently for Partnerships and S Corps, and why overlooking it could cost you thousands. 🚀 Book your free dem…

1
Turn Reviews Into Revenue: Insurance Agent Marketing Strategy That Works 40:25

2M ago40:25

40:25

Discover how to turn client reviews into a lead-generating machine in this powerful webinar hosted by Carl Willis of Agent Branding & Marketing. Learn proven strategies to gather impactful reviews, boost local SEO, build emotional trust, and maximize your agency's online footprint. Whether you're an independent P&C agent, captive agent, Medicare sp…

1
Don’t Mix Passive and Active Income! Your Entity Structure is Why You're Overpaying on Taxes 23:16

2M ago23:16

23:16

Send us a text Mixing active and passive income in one entity could be costing you thousands. In this episode, we break down why separating your income streams is essential. You’ll learn how to structure your business the right way using S Corps, LLCs, holding companies, and even C Corps to unlock advanced tax strategies. From hiring your kids to s…

1
From SEO to AEO: How Insurance Agents Win Clients in the AI Search Era 42:11

2M ago42:11

42:11

Are you an insurance agent struggling to stay visible in the evolving world of search? Discover how the transition from traditional SEO to Answer Engine Optimization (AEO) is reshaping the digital landscape—and how you can position yourself as the trusted local authority in your community. In this power-packed webinar, Carl Willis, CEO of Agent Bra…

1
Trump’s ‘One Big Beautiful Bill’ Just Changed Your Taxes Forever – What’s Inside 21:00

2M ago21:00

21:00

Send us a text Trump’s Big Beautiful Bill just became law. What’s actually in it? On July 4th, the biggest tax overhaul since 2017 was signed, and it’s packed with big wins for business owners. 100% bonus depreciation, a permanent 20% QBI deduction, tax-free tips and overtime, and brand-new deductions most people haven’t even heard of. Let’s break …

1
Emotional Intelligence, Mental Health, and Resilience for Insurance Agents with Michael Allison 23:17

2M ago23:17

23:17

In this powerful episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Michael Allison, founder of The Adversity Academy and Marine Corps veteran, to discuss the hidden challenges insurance agents face as they move from top producers to effective leaders. Discover how emotional intelligence, mental health awareness, and resilie…

1
Why Loans Get Denied (Don't Apply for a Mortgage Until You Do This) 31:20

2M ago31:20

31:20

Send us a text When you're self-employed, getting approved for a mortgage isn't as straightforward as it is for W-2 employees. In this episode, Mike sits down with mortgage lender Bill Moeller to break down how tax-saving strategies can impact your mortgage application. 🚀Ready to stop overpaying the IRS? Sign up for my free webinar on July 15th! Cl…

1
How AI is Driving Productivity, Profitability & Performance for Insurance Agents in 2025 52:49

2M ago52:49

52:49

https://agentbrandingandmarketing.com In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Jonathan Mast of Whitebeard Strategies to explore how AI is transforming the way entrepreneurs and small businesses operate in 2025. Discover the mindset shift toward "AI First" thinking, practical use cases like customer service…

1
Don't Make These EXPENSIVE Mistakes | Mid-Year Tax Checkup 28:16

2M ago28:16

28:16

Send us a text 🚀Ready to stop overpaying the IRS? Sign up for my free webinar on July 15th! Click here or visit: https://www.taxsavingspodcast.com/webinar We’re halfway through the year, now’s the best time to check if you’re on track to pay less tax and avoid surprises. Mike explains why mid-year is the perfect time to review your entity setup, le…

1
From Agent to Architect: How to Build a Legacy Insurance Agency That Outlives You - Nikki Coner 25:03

3M ago25:03

25:03

Are you building an insurance agency that will thrive beyond your own involvement? In this inspiring episode of The Digital Insurance Agent podcast, Carl Willis and Nikki Coner of Packaged to Profit close out their six-part series by discussing how to move from being an insurance producer to becoming the architect of a legacy agency. Learn how to m…

1
Q&A: Can I Deduct That? From Mileage to Meals, Your Tax Questions Answered 27:01

3M ago27:01

27:01

Send us a text 🚀 Ready to stop overpaying the IRS? Sign up for my free webinar on July 15th! Click here or visit: https://www.taxsavingspodcast.com/webinar Got a question about taxes, business expenses, or running your LLC? You’re not alone. In this Q&A episode, Mike tackles common questions from real business owners — covering topics like closing …

1
Proven Strategies to Scale Your Insurance Agency Without Burnout with Nikki Coner 31:01

3M ago31:01

31:01

Are you an insurance agency owner feeling stuck at a growth plateau? In this powerful episode of The Digital Insurance Agent podcast, Carl Willis is joined by Nikki Coner from Packaged to Profit to dive deep into scalable growth strategies for insurance agencies. Discover how to systematize before you strategize, automate lead touchpoints, build pe…

1
How to File a Late S Corporation Election and Still Save on Taxes 22:47

3M ago22:47

22:47

Send us a text Missed the S Corp deadline? Don’t panic. In this episode, Mike breaks down how to file a late S Corp election the right way so you can still unlock major tax savings. You’ll learn what an S Corp really is, who qualifies, how to calculate your savings, and what to watch out for when making the switch. Plus, the exact steps to file a l…

1
Top 3 Insurance Agent Struggles in 2025 & How to Overcome Them | Nikki Coner Interview 41:14

3M ago41:14

41:14

In this powerful episode of the Digital Insurance Agent Podcast, Carl Willis sits down with Nikki Coner, CEO and founder of Packaged to Profit, to unpack the most pressing challenges facing insurance agents in 2025—and how to overcome them with confidence and innovation. From inconsistent team performance to shifting customer expectations and opera…

1
Do You Need Tax Planning (Spoiler: You Might Be Missing Out) 21:41

3M ago21:41

21:41

Send us a text Most people think tax planning is only for big corporations. But it’s one of the most powerful tools any small business owner can use to save money. In this episode, Mike breaks down how tax planning is different from just filing your taxes, and why even brand-new business owners should be thinking about it. He also shares a real cas…

1
Creating a Winning Sales Culture for Insurance Agencies | Nikki Coner Interview 24:09

3M ago24:09

24:09

In this episode of The Digital Insurance Agent podcast, host Carl Willis welcomes back Nikki Coner, CEO of Packaged to Profit, for an in-depth conversation on how to create a winning sales culture inside your insurance agency. Nikki shares her proven blueprint for building and sustaining a high-performance environment, covering topics like: The Tri…

1
Want Tax-Free Income in Retirement? Start with a Roth Conversion 19:13

3M ago19:13

19:13

Send us a text You’ve heard of Roth IRAs, but no one talks about when and how to convert. In this episode, Mike breaks down exactly how a Roth conversion works, when it makes sense, and how to use it to build tax-free income in retirement. He also unpacks the key differences between Traditional and Roth accounts, plus real-life stories of business …

1
Mastering Sales: High-Performance Closing Techniques for Insurance Agents | Nikki Coner, CEO of Packaged to Profit 31:27

3M ago31:27

31:27

In this episode of The Digital Insurance Agent podcast, host Carl Willis sits down with Nikki Coner, CEO of Packaged to Profit, to uncover the secrets behind mastering sales and the art of the close. Nikki shares her personal journey from nursing student to high-stakes sales strategist, breaking down her three proven methods for closing more deals:…

1
Business Entity Compliance 101: What You MUST Know 38:25

4M ago38:25

38:25

Send us a text Are you 100% sure your business entity is compliant? In this episode, Mike is joined by Nellie Akalp, CEO of CorpNet, to break down what compliance really means for LLCs and corporations. They cover everything from annual reports, meeting minutes, and registered agents to BOI reporting and choosing the right state to form your entity…

1
Why Small Insurance Agencies Need a PEO | Rachel McDougall, CEO of peomg 24:21

4M ago24:21

24:21

In this episode of The Digital Insurance Agent Podcast, host Carl Willis talks with Rachel McDougall, founder and CEO of peomg, about how small insurance agencies can simplify HR, payroll, compliance, and employee benefits through Professional Employer Organizations (PEOs). Rachel shares: The origin story behind PEOMG How PEOs help small businesses…

1
Too Much Profit? Double Your Income Without Doubling Your Taxes 19:31

4M ago19:31

19:31

Send us a text 🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Too many business owners think they should avoid making more money just to lower their tax bill. In this episode, Mike shares why that mindset is costing you far more than taxes ever will. He breaks down why taxes are just a percentage, how fear leads to …

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Mike Jesowshek Cpa Podcasts

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