Your Valued CPA®

Your Valued CPA®

por Marta Skik Harich
Temporada 2
Cash Flow and Business Fundability
Business creditworthiness must be established over time and certainly before the business actually needs it. Most entrepreneurs make the mistake of co-signing their name and personally guaranteeing their business ventures. However, your business can operate without you!
The R&D Credit Secret
R&D Credits are not new, but the Big Beautiful Bill revamps this elusive credit! Does your business qualify for new and innovative ideas, research, development, process generation, and new software? New business development can mean many things. Don't miss out!
4 Financial Tasks EVERY Business Owner MUST Handle Before Tax Season
The numbers don't lie. When preparing your business for tax preparation make sure you are not overstating income and not understating your expenses. This is a critical guide to save you time and frustration.
The Ultimate Tax Planning Foundation
The goal of every business and household is to Pay Less Taxes, Increase Cash Flow, and Keep More Money so that you can deploy cash to what is important to you, instead of flushing hard-earned dollars due to lack of planning! Tax Planning can change your business and household dynamic so that you can operate with ease, confidence and certainty. Tax planning is not a one-and-done task. Tax planning is a lifestyle that can make a lasting impact for your business and household dreams.
How to Turn Everyday Expenses into Tax Write Offs (Cautionary Advice)
The best tax strategies are ones that you don't have to exert any more time or money into. This is why certain everyday expenses that you already have can be turned into business expenses as long as they are used for business purposes and can be documented.
How to Pay Yourself as an LLC in 2026
There are misconceptions as to how to pay yourself as an LLC and there is misleading information out there. This Podcast is the first step in clarifying why this topic is so confusing and opening the door to future conversations.
Temporada 1
Dissecting Trump's Big Beautiful Bill - Do Nothing & Save (Part 1)
The Big Beautiful Bill, signed into law on July 4, 2025 has brough a lot of heat, excitement, and conversation. We will be dedicating several episodes to dissect what it means for you the individual and you the business owner.
The Business Credit Shift: Moving Your Business onto Its Own Feet
Why is business credit so imperative and why is this topic not discussed more frequently? Cash flow is imperative for any business and establishing business credit so that the business is no longer dependent on you is one of the key strategies in creating a strong business foundation. Let's explore the topic of business credit in depth so that you can prepare yourself for your business journey.
5 Ways to Effectively Use Your Business Profits
Many times, I have found there is confusion between business profits and distributions and which one of these is taxable. This episode dives into how your profits are generated and then the 5 key-ways you can use your business profits, one of which includes distributions. If you plan correctly our distributions are not taxable to you if you own a flow-through business entity. Let's explore together.
The Mindset and Mechanics of Wealth and Infinite Banking
Cash flow concerns and opportunities are at top of mind for any entrepreneur. The first thing a business owner and entrepreneur learn in business basics is that once you run out of cash flow, you no longer have a runway and the business cannot operate. Cash flow is a hot topic of conversation, and business owners always look for options to increase it. Finance expert, Dr Jason Henderson, shares with us some ways that an Infinite Banking option can solve many cash flow issues with additional upsides as well.
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