Your Valued CPA®

著者: Marta Skik Harich
  • サマリー

  • Your Valued CPA® explores the things your CPA, mama, & advisors will never tell you. Your Valued CPA® offers various content and education in the fields of motivation, personal finance and financial literacy. Tax, Accounting, Business, Financial Literacy.

    2024
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あらすじ・解説

Your Valued CPA® explores the things your CPA, mama, & advisors will never tell you. Your Valued CPA® offers various content and education in the fields of motivation, personal finance and financial literacy. Tax, Accounting, Business, Financial Literacy.

2024
エピソード
  • Brand Power: How Your Identity Drives Profit & Influence
    2025/02/27

    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 and growth.

    Top 3 Benefits of Listening:

    1. Maximize Profit Potential: Learn how a compelling personal brand attracts high-value clients and business opportunities.
    2. Boost Influence and Authority: Position yourself as a thought leader and trusted voice in your industry.
    3. Create Lasting Impact: Leverage your brand to inspire, lead, and make a meaningful impact on your audience and community.

    Tune in to discover the secrets behind the world’s most influential personal brands and how you can craft yours for maximum impact and profit. For more information you can connect directly with Rey on: reyperez360.com

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    42 分
  • The Million-Dollar Question: Ask Your CPA Before Making These 10 Big Decisions!
    2025/02/25

    Did you know that many of your decisions can save you hundreds and even thousands of dollars in taxes if planned for? I hope that this episode gives you the tools to better understand your options and helps illuminate the conversations that can potentially change your cash flow and tax situation.

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    35 分
  • Ponzi Scheme Victims & Opportunities for Tax Planning Strategies
    2025/02/21

    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 insights on the IRS Safe Harbor reporting process, tax-advantaged assets and warnings, while this episode focuses on some tax strategy opportunities to consider on your journey. I hope this episode provide you with the hope and tools you need to turn your situation around.

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    23 分

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