All Episodes
Displaying 1 - 20 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 ...