All Episodes
Displaying 1 - 30 of 34 in total
Women & Wealth: Breaking into the Finance World with AJ Ayers
Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the fin...
Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy
What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenh...
From Tax to Protection: How Insurance Can Save You Thousands
If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insura...
Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing
SummaryIn this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey f...
Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs
SummaryIn this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized ...
Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk
SummaryShow Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.comwww.LegendaryCustomerExperience.comFacebook: https://www.facebook.com/dug.maxx.mcguirkLink...
The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
SummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares h...
From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation
SummaryRequest an Engineered Opportunity Report: CLICK HEREFollow Alex White: (3) Alexander S. White | LinkedInBook Recommendation: The Second Mountain: The Quest for ...
The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ
SummaryDiscount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and t...
Demystifying the World of Oil & Gas Investing
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 inve...
Unleashing the Wild Side: Alex Wild on Being a Bold CPA
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...
Your Best Bet for Negotiating Insurance Payouts - Victory Claims
SummaryIn this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularl...
The Power of Showing Up: Increasing Your Impact, Influence & Income
CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy...
The Entrepreneurial CPA: Growing a Firm to Grow a Life
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 tra...
The R&D Tax Credit - Who Qualifies and How to Claim It
Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the c...
Nurturing Client Relationships: The Importance of Staying Proactive
In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key c...
Building Relationships and Making Connections At AICPA Engage
In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspectiv...
Tax Incentives for Energy Efficient Buildings - 179D and 45L Update
Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentiv...
Overcoming Limitations: An Unconventional Path to Success with Kimberly Lochridge
In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional appr...
Failing Forward: How One CPA Found Success in Tax Entrepreneurship
On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax ...
Top Gun: Accounting Maverick
Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect...
Saving BIG On Taxes Requires The Right Paperwork
On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. H...
Flipping The Script On The IRS
On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked u...
Crunching Numbers and Abs
Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner i...
Easy Does It … and You CAN Win This!
David Greenwalt is the Author The Leanness Lifestyle and the owner of Leanness Lifestyle University. David brings a fresh perspective on developing life changing habit...
Real Estate Accounting Leads to Owning Real Estate
Nick Aiola, CPA joins Heidi to discuss owning and managing both rental properties, and a virtual accounting firm focused on real estate investors.
Offering Value Through Connection
Sara Huddleston, M.Ed., SPHR, GPHR from The Growth Partnership joins Heidi to discuss connecting and motivating teams, emotional intelligence, and the importance of ti...
Get Niched with IC-DISC
Heidi talks with David Spray about the importance of finding a niche, his work/life balance, what an IC-DISC is, and how it can potentially save your company tons of m...
Being Your Wild Self
On this episode, Heidi talks to Chris Heeter about her background working with sled dogs, how the skills she learned can be applied to human interactions, and the expe...
Financed Life Insurance and Charitable Planning for High Net Worth Clients
On this episode, Heidi talks to Nick Burgess about financed life Insurance and charitable planning for high net worth clients. Nick also talks about how slowing down h...