The Advisor Podcast
Podetize
Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics and their services to our listeners. We are your trusted advisors and this is The Advisor Podcast.
Location:
United States
Networks:
Podetize
Description:
Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics and their services to our listeners. We are your trusted advisors and this is The Advisor Podcast.
Language:
English
Website:
https://www.jgspc.com
Episodes
Intelligent IT Talks Cybersecurity, Phishing And Defending Your Business In The Digital World
3/23/2022
Almost everything these days is done digitally, which means speed and convenience to everyone. But along with its many benefits comes heightened awareness when it comes to data security. With scammers, phishers, and cyber attackers lurking out there, just one wrong click and your business could be gone. Jen Coleman and Paul Villanueva talk with Michael Garofalo about their Pleasant-Valley-based business, Intelligent IT Designs. They discuss the benefits of using UPS technology and undergoing...
Duration:00:25:17
New IRS Policies And Rules For R&D Tax Credit With Brad Poris
11/19/2021
It is projected that we are about to enter an era of enforcement marked by more stringent enforcement of tax policy, which will raise the bar for small businesses seeking to claim the R&D tax credit. On today’s show, Michael Garofalo sits down with Brad Poris. Brad leads the northeast region of BDO's Business Incentives Group, with a specialization in the research and development tax credit. He discusses lessons learned from the Little Sandy Coal Company case from February 2021, in which the...
Duration:00:28:46
Doubleheader: Benefits Advisor And Insurance Counselor Talk Short- And Long-Term Disability Insurance With Carolin Mohrmann And Don Badgley
11/3/2021
Many people live paycheck to paycheck, but with disability insurance, you'll have no money issues during accidents. Michael Garofalo welcomes Carolin Mohrmann, a Benefits Advisor at Aflac, and Don Badgley, an Insurance Counselor at Northwestern Mutual and Small World Wealth Management. Join in the conversation to discuss how short- and long-term disability insurance plans augment one another. Mohrmann and Badgley acknowledge that these are tough conversations to have with anyone, so they...
Duration:00:29:50
Is A 930 Plan The Right Tool For You? With Chuck Omphalius
10/15/2021
Life is made up of choices. In every aspect of it, you have to know how to deal with certain situations. In addition, you have to be equipped with the tools you need to keep moving forward. Chuck Omphalius of Max It Out (MIO) Retirement discusses the rationale behind his 930 Plan to create awareness for people. We also talk about tax-wise strategies for hedging against inflation, then we take a little tangent and talk about one of Chuck's non-work interests: youth soccer. Tune in and learn...
Duration:00:48:43
Former Advisor Host Returns With An Update With Brian Powers
10/1/2021
Did you miss the Former Advisor Host, Brian Powers? This is your lucky episode! Today, Brian returns with a massive update on his new role. For those who don't know Brian, he's the Former Vice President of Business Development Marketing at JGS, CPA, and the Founder of The Advisor Podcast. Join in the conversation as Brian talks with Michael Garofalo from the other side of the mic about his work with Mid Hudson Construction Management. You'll hear juicy details about the economic progress...
Duration:00:19:16
Johnson Sisters Grow SERVPRO Franchise In Orange County With Brittany Johnson And Laura Johnson
9/10/2021
Brittany Johnson and Laura Johnson aren't afraid of dirty work as long as it means that they get to grow their business. Their normal business operation, based in Middletown, New York, focuses on fire and water remediation - but COVID-19 added a whole new dimension: disinfection of surfaces. The shortage of PPE combined with significant uncertainty around the spread of the virus made 2020 an extremely challenging year for their business transition. Because of this, the Orange County Chamber...
Duration:00:25:31
Matthew Holland On Cost-Saving Energy Options For Your Business
8/23/2021
When cutting costs, people usually don't think of utilities since it is the lifeblood of any establishment. But what if there was a way for you to save money for your business just by looking into your energy consumption? Today's guest Matthew Holland is the Vice President of Business Development at Reflective Energy Solutions. They work tirelessly to help clients manage their energy expenses and ultimately save money by analyzing their usage, comparing competing providers, auditing their...
Duration:00:28:15
Is A Professional Employer Organization Right For Your Business? With Tom Lemmey And Brian Kennedy
8/10/2021
You have to be prepared for the moment 100% of the businesses start to reopen. You have to be there right out of the gate, but how can you do that if you keep worrying about the smaller tasks? If you want to grow, you need your full attention on your main mission. This is why you need a professional employer organization system. To talk more about that is Tom Lemmey and Brian Kennedy. Tom and Brian work at Ethan Allen HR Services where they can assist your small business by doing the...
Duration:00:17:48
Building Resiliency To Convert Stress To Success With Prash Kotecha
7/30/2021
Just because you're working from home doesn't mean you can't get stressed. Everyone gets stressed. Some people are so used to being stressed that they don't even know that they are. Join your host, Brian Power, and his guest, Prash Kotecha, on how to build resilience against stress. Prash is the Owner of Stress To Success, where he coaches leaders to optimize their lifestyle. Especially in these uncertain times, people need to be able to deal with stress. Prash helps them reframe,...
Duration:00:27:34
Business Operations: How To Prevent Breakdowns From Happening With Colin Clayton
7/21/2021
The after-effects of COVID-19 for business operations are far-fetching. Without discipline, you’ll have to deal with massive breakdowns. Brian Power’s guest in this episode is Colin Clayton, Business Development Executive at Staples Advantage. Colin talks with Michael about how you can’t rely on one employee or supplier to run your processes. Otherwise, if that one employee or supplier fails, the entire chain of dependables collapses. Join in to find out how you can prevent this from...
Duration:00:22:22
Workplace Efficiency And Technology With Andrew Cohen At EVOKE
7/9/2021
Many small businesses these days don't have the resources to increase efficiency and mitigate costs. This hinders them from moving forward and growing because of how much time they are spending on things that can be automated. This is where the power of technology and digital transformation comes in. Join Brian Powers and Andrew Cohen in this discussion about workplace efficiency. Andrew is the CEO and Managing Partner at EVOKE, one of JGS CPA's closest (geographically) affiliates from the...
Duration:00:34:10
What You Need To Know About Property Tax Assessments With Karen Hagstrom
5/6/2021
Doing property tax assessments is one crucial area of real estate to determine where your money is going and what it means to you in the future. Since this is quite a complicated process, seeking professional help is never a bad idea. Brian Power talks with Karen Hagstrom from Stenger, Diamond & Glass law firm to share how she helps people in this process. She explains the pitfalls to avoid in residential properties and the misconceptions about reducing home value and taxes. Karen also...
Duration:00:23:49
Jim Blair And Marc Kiner On Getting The Most Out Of Your Social Security Benefits
4/29/2021
Social Security definitely offers a lot of retirement benefits, making it an excellent investment for anyone. However, not everyone is properly educated on maximizing how much you can get from it. Brian Powers talks with Jim Blair and Marc Kiner from Premier Social Security Consulting to share the most important strategies to follow to properly navigate Social Security and calculate its benefits. They enumerate tips for various situations, from divorced parents, deceased partners, disabled...
Duration:00:27:08
The Facts and Myths of Spousal Support
2/18/2021
In this episode of The Advisor Podcast powered by JGS, CPA, we welcome attorney A.J. Iuele of the firm Stenger, Diamond and Glass, LLP. A.J. speaks about the facts and myths of spousal support. Spousal Support also known as spousal maintenance (and formerly called alimony) is money paid from one spouse to the other once a marriage has ended. While the words are different, the meaning is the same. A.J. reminds us if you are currently going through a divorce, you should be familiar with how...
Duration:00:15:35
Navigating Landlord and Tenant Relationships during a Pandemic
1/29/2021
Residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Diamond and Glass SDG Law returns to discuss some of the new changes in New York to the law. We last spoke with Ian in July. He discussed new provisions put in place right before the pandemic. We covered the steps of eviction and how it can become a long the process can become...
Duration:00:25:20
Taking Customer Service To The Next Level With Micah Bennett
1/20/2021
In this time of quarantine and isolation, running errands can be the last thing you want to do. Brian Powers’ guest has the solution for you. He sits down with Micah Bennett, the owner of Hudson Valley Concierge Service that offers services that range from picking up groceries to being an extra pair of hands during a busy time. In this episode, Micah shares with us the birth of his business that is proving to be a necessity at this time. At the heart of it is how he is taking his customer...
Duration:00:23:10
Good Things Are Happening at the Dutchess County SPCA
1/12/2021
Equal parts animal shelter and community resource, the Dutchess County SPCA (DCSPCA) is making a big impact in the Hudson Valley. In this episode of The Advisor Podcast brought to you by JGS, CPA we speak with executive director, Lynne Meloccaro.
With a new leadership team in place, an entirely humane approach and a mission to foster a community where all animals are treated with respect and compassion, the nonprofit organization, located at 636 Violet Avenue in Hyde Park, NY, has...
Duration:00:29:53
Macro to Micro: Re-Inventing Events During COVID-19
12/29/2020
During this pandemic the need is great to re-invent what we take for granted. In this episode of The Advisor Podcast, Gina Sullivan of Revel 32 in Poughkeepsie explains how she her husband Jim and their family have done just that with their event space. Gina shared with us the history of the building and how they have been working for the last year and a half to renovate a former Masonic Temple into 20,000 square feet of event space. While it is a great space for larger events like weddings,...
Duration:00:28:19
Navigating Bankruptcy Law During COVID-19
8/10/2020
Bankruptcy can come with a lot of misconceptions. When it comes to bankruptcy it is easier to talk about what it is not. It is not the company going out of business or management being tossed out. In the latest episode of The Advisor Podcast brought to you by JGS, CPA, Mary Ephraim an attorney from Stenger, Roberts, Davis & Diamond, LLP SRDD Law spoke with us to dis-spell the myths surrounding bankruptcy. Mary also discussed how to navigate the process especially now during the COVID-19...
Duration:00:32:50
Navigating Bankruptcy Law During COVID-19
8/10/2020
Bankruptcy can come with a lot of misconceptions. When it comes to bankruptcy it is easier to talk about what it is not. It is not the company going out of business or management being tossed out. In the latest episode of The Advisor Podcast brought to you by JGS, CPA, Mary Ephraim an attorney […]
Duration:00:32:50