All Episodes
The SunSaver Strategy: How to Cut Taxes with Renewable Energy Investments
Want to turn your tax bill into an investment? In this episode, Heidi Henderson and Adam Carver reveal how renewable energy tax credits can legally offset up to 25% of...
The Cash Balance Blueprint: IRS-Approved Tax Savings for Entrepreneurs
Want to lower your taxes while building wealth for retirement? Discover how cash balance plans can be a game-changer for high-income earners.SummaryIn this episode of ...
The Tax Advantages of Self Storage Investing | Marc Goodin, Storage Authority
Self-storage isn’t just extra space—it’s one of the fastest-growing real estate opportunities with steady returns and tax advantages waiting for savvy investors.Summar...
SCOTT CPA’s: From Set to Savings: Film Production Deals That Cut Your Tax Bill
Want a legal way to turn $1 into up to $4 in deductions—while getting a backstage pass to Hollywood? This episode reveals how IRC §181 lets accredited investors pair s...
Tom Hootman: The ROI Equation in the Age of AI and Changing Strategies
Is your marketing really working—or just draining your budget? In this episode, Heidi sits down with Tom Hootman, founder of Mixtape Digital, to unpack how businesses ...
The Most Interesting Man in Tax: The Heart and Mind Behind ETS
Discover how Julio Gonzalez turned his mission for tax equality into the nation’s leading tax consulting firm, Engineered Tax Services. In this conversation with Heidi...
The Ultimate Tax Saving Strategy
What if your CPA could help you build generational wealth instead of just filing your taxes?In this episode, Heidi sits down with real estate tax strategist Nick Aiola...
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...