The R&D Tax Credit - Who Qualifies and How to Claim It

CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

Connect with Katie Thomas:

LinkedIn: https://www.linkedin.com/in/katiethomascpa

https://leaders-online.com

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

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 travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.

Connect with Chase Insogna:

LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma

https://insognacpa.com/

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement.

Resources:

https://engineeredtaxservices.com/services/research-development-tax-credit/
https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

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 client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.

Connect with Amanda Garner:

LinkedIn: https://www.linkedin.com/in/amandagarner
https://thegrowthpartnership.com/bios/amanda-garner/
Email : agarner@thegrowthpartnership.com

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

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 perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.

Connect With Daryl Petrick

https://cpabowman.com/team/daryl-r-petrick/

LinkedIn : https://www.linkedin.com/in/darylpetrick

Learn about Village Hope Care International : https://www.villagehopeinternational.org/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

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 incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility.

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. 

Connect with Kim Lochridge:

Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619
 
Website: https://engineeredtaxservices.com/bios/kimberly-lochridge

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

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 Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.

• (00:00) - People aren't being taught how to be entrpreneur's
• (00:26) - Thank you to Engineered Tax Services
• (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
• (01:55) - Welcome Chris to the show
• (05:42) - Some background on Chris
• (09:17) - How do you manage your client relationship working remotely?
• (12:52) - Availability is your best ability
• (14:58) - Tell me about the path of your career
• (17:52) - How do you use technology to help you and your firm?
• (22:54) - Was it difficult to transition to a subscription based model?
• (26:15) - What else are you working on and where are you evolving?
• (31:50) - How do you monetize Teching Tax Flow and that structure?
• (35:17) - Are you afraid that you're giving too much information away?
• (37:52) - What makes you tick? What is your passion?
• (42:07) - Do you have time now for your personal life? How do you balance everything?
• (46:44) - What do you know now that you would tell your 20 year old self?
• (48:20) - Wrap up and where to reach Chris and learn more about TTF

Website: https://www.teachingtaxflow.com/
LinkedIn: https://www.linkedin.com/in/picciurro

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

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 with Sean Dever:

Website: https://www.devercpa.com/
LinkedIn: https://www.linkedin.com/in/sean-dever-3275208

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

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. Heidi and Jeff talk conservation easements, hiring your children, and more.

• (00:00) - HWW 12 - Jeffrey Junek
• (00:00) - Thank you to Engineered Tax Services
• (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
• (01:26) - Jeffrey Junek joins the show
• (05:22) - How do you balance your work life and physical health?
• (10:51) - You don't have to go to a gym or run to exercise
• (14:09) - What does your company do and how do you work with clients?
• (16:38) - Do you work with CPAs?
• (19:05) - Jeff helps with proper documentation
• (23:48) - Conservation easements
• (27:52) - Can you explain a little about how this calculation works?
• (29:28) - Can you talk about the people wanting to change this beneift and laws being passed
• (37:56) - What type of other alternative tax strategies do you tell to your clients
• (46:34) - Wrap up and remember to subscribe so you don't miss an episode

LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/