Shows / Wealth-Building Made Simple
Wealth-Building Made Simple
Money can be stressful, but it doesn’t have to be! This podcast is about helping people understand their finances and make smart choices for their future.
Episodes
- Wealth-Building Made Simple
Tax planning strategies: How to read a business and individual tax return
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Topics: How to read a business and individual tax return Using your tax return as a planning…
- Wealth-Building Made Simple
Business tax planning: Opportunities around restructuring debt
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Topics: Fed interest rate hikes and how it affects business lending rates Restructuring debt…
- Wealth-Building Made Simple
Business planning: ”Is it time for a budget tune up?”
Today's Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. It's tough to know if you're on track with your business financial goals if you don't…
- Wealth-Building Made Simple
Tax reduction strategies: How cost segregation potentially reduces taxes when buying a building
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. I can barely pronounce cost segregation, but thank God for Alison. She does a great job…
- Wealth-Building Made Simple
Business financial planning: The importance of tracking your KPIs (Key performance indicators)
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. "Where your attention is, so is your treasure." Powered by ReiffMartin CPA and Stone Hill…
- Wealth-Building Made Simple
Business Financial Planning: Work from home benefit packages
Today's Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. With more businesses become comfortable with employees working from home indefinitely…
- Wealth-Building Made Simple
Tax Planning: How to pay your kids tax free income
Alison Reiff-Martin, CPA and Phillip Washington, Jr discuss legal ways to pay your children income tax-free if you're a business owner. Powered by Reiff-Martin…
- Wealth-Building Made Simple
Day trading vs long term investing: Why after-tax returns matter
For some reason, many people like to make things way harder than it needs to be. Maybe it's some deep down need to feel useful, smarter, significant, or…
- Wealth-Building Made Simple
Retirement strategies for business owners
Alison Reiff-Martin, CPA and Phillip Washington, Jr. discuss retirement strategies for business owners through the combined eyes of a CPA and wealth manager…
- Wealth-Building Made Simple
When is it time to change to a different business entity (structure)?
Sole proprietor, LLC, partnership, S-Corp, C-Corp...with all these entity options for organizing your business, how do you which one to use and when you should…
- Wealth-Building Made Simple
When is it the right time to hire a tax professional (CPA)?
If you're building wealth and growing your income, there comes a point in time where you realize it no longer makes sense to be your own tax adviser. That time…
- Wealth-Building Made Simple
Strategies for keeping your taxes low in retirement
Once you get to retirement, there's not much you can do lower your taxes. You have to approach this problem with foresight and plan in advance. Alison…
- Wealth-Building Made Simple
Strategy session: How high income and wealthy families keep their income taxes low using real estate
Today's topics with Alison Reiff-Martin CPA (ReiffMartin CPA) A strategy high income and wealthy people keep their income taxes low using real estate How…
- Wealth-Building Made Simple
Using your EIDL loan to grow your business and net-worth
Today's topics with Alison Reiff-Martin CPA Creating a plan to invest the EIDL money into your business Ideas on business investments that can potentially help…
- Wealth-Building Made Simple
What’s the difference between a 1099 employee and a W2 employee?
Today's topic with Alison Reiff-Martin CPA (ReiffMartin CPA): What's the difference between a 1099 employee and a W2 employee? Is there a difference in the…
- Wealth-Building Made Simple
Building a business, not a job
Today's topic with Alison Reiff-Martin, CPA (ReiffMartin CPA) The type of thinking needed to unlock the true value of your business Building a business that…
- Wealth-Building Made Simple
Do you operate your business like a manager or an investor?
Today's topics with Alison Reiff-Martin CPA Thinking like a business investor vs a business manager The skillsets of an entrepreneur Why having a team…
- Wealth-Building Made Simple
Managing the business balance sheet assets RECAP
Today's topic with Alison Reiff-Martin Phillip and Alison do a recap of the assets on a business balance sheet before they go through the liabilities section…
- Wealth-Building Made Simple
Managing your fixed assets made simple
Today's topics with Alison Reiff-Martin (ReiffMartin CPA) How and why the balance sheet is organized the way it is What are fixed assets How successful…
- Wealth-Building Made Simple
Managing your business inventory made simple
Today's topic with Alison Reiff-Martin (ReiffMartin CPA) How to manage inventory How to turn inventory into cash How to calculate if you are holding on to…
- Wealth-Building Made Simple
Managing accounts receivable assets
Today's topics with Alison Reiff-Martin (ReiffMartin CPA): What are accounts receivables? Strategies for converting account receivables to cash Why not having…
- Wealth-Building Made Simple
Cash is King, but credit is Queen
Today's topics with Alison Reiff-Martin CPA (ReiffMartin CPA) Why cash is King, but credit is Queen How to determine how much cash you should been in your…
- Wealth-Building Made Simple
Understanding a business balance sheet
Today's topics with Alison Reiff-Martin CPA (ReiffMartin CPA) The difference parts of a business balance sheet Why every business owner should pay attention to…
- Wealth-Building Made Simple
The tax impact of holding investments in a business
Today's topic with Alison Reiff-Martin CPA (ReiffMartin CPA) What are the tax implications of owning investments through my business? How much cash should a…
- Wealth-Building Made Simple
Bitcoin 101 for Boomers
Today's questions answer with guest host Alison Reiff-Martin, CPA (ReiffMartin CPA) How would you address the security and anonymity aspect of Bitcoin? How…
- Wealth-Building Made Simple
How to reduce your taxes in a year with abnormally high income
Today's Topic with Alison Reiff-Martin (ReiffMartin CPA) Using a Donor Advised Fund to save money in taxes when selling your business Bunching your giving into…
- Wealth-Building Made Simple
Tax reduction and asset protection strategies using a Family Limited Partnership
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) What is a family limited partnership? When does it make sense to consider setting one up? How a…
- Wealth-Building Made Simple
Why donating appreciated stock instead of cash might be a better ideas
Today's topics with Alison Reiff-Martin (ReiffMartin CPA): More end of year tax tips Why you may want to give appreciated stock instead of cash Deep dive into…
- Wealth-Building Made Simple
Tax planning for Bitcoin and Crypto-assets
Today's Topic with Alison Reiff-Martin (ReiffMartin CPA) How Bitcoin and crypto is taxed? How to report and track taxes for crypto? Will countries begin to…
- Wealth-Building Made Simple
A breakdown on how each traditional asset class is taxed when inherited
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) We breakdown how each major asset class is taxed when inherited: Real estate Stocks (public and…
- Wealth-Building Made Simple
Strategies for sheltering your wealth from 2022 tax law changes
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) Tax law changes coming next year Strategies for preparing for those changes Why it's important to…
- Wealth-Building Made Simple
A list of 4th quarter 2021 tax planning ideas
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA): Strategies for reducing taxes before the end of the year Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
The Mega Backdoor Roth Strategy
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA): The Mega Backdoor Roth strategy Getting more than $30,000 a year into a Roth Where this strategy is…
- Wealth-Building Made Simple
End of year money management and cash-flow planning
Today's topics with Alison Reiff-Martin (Reiff-Martin CPAs) How to make a Home Stretch (tasty whiskey cocktail) A system for organizing your business and…