Healthy Wealthy & Wise Accountants

SummaryShow Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.comwww.LegendaryCustomerExperience.comFacebook: https://www.facebook.com/dug.maxx.mcguirkLinkedIn: https://www.linkedin.com/in/drdug/Instagram: https://www.instagram.com/dugsixTikTok / Other: https://www.tiktok.com/@dugandheidiIn this episode, Dug McGuirk shares his incredible journey from the music industry

SummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and

SummaryRequest an Engineered Opportunity Report: CLICK HEREFollow Alex White: (3) Alexander S. White | LinkedInBook Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the less

SummaryDiscount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a softwa

SummaryIn this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. Th

Visit: Home - Wild Thing Tax to Contact AlexSummaryIn this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authentic

SummaryIn this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights

CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social med

On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.Connect with Chase Insogna:LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cg

Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requ