Introduction
Latest Episodes
How Smart Entrepreneurs Grow and Scale Fast — with Bill Walsh
What does it really take to scale a small business fast? In this episode, Bill Walsh—America’s small business expert—unpacks the leadership, mindset, and tax strategie...
Demystifying the World of Oil & Gas Investing
Curious about oil and gas investing? In this episode, Heidi sits down with Gulf Coast Western’s John Engel and Steve Ziemke to break down the tax benefits, risk strate...
Beyond the Numbers: Building Leadership in Finance
What if your company’s biggest growth opportunity isn’t in the numbers—but in your people?Brian Payne shares how leadership, culture, and mindset are transforming the ...
The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ
What if being a “misfit” is your greatest asset in business and life? Dave Lukas shares how reprogramming your mindset and embracing nonconformity can unlock personal ...
The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
Tired of trading hours for dollars in your tax practice? Discover how strategic planning and AI-powered tools are helping CPAs reclaim their time and boost their value...