Healthy Wealthy & Wise Accountants

Heidi Henderson
undefined
Mar 15, 2023 • 41min

Top Gun: Accounting Maverick

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-3275208Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Feb 28, 2023 • 48min

Saving BIG On Taxes Requires The Right Paperwork

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 Connect With Jeffrey Junek: LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Feb 15, 2023 • 47min

Flipping The Script On The IRS

On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there. Connect with Kreig Mitchell :https://mitchelltaxlaw.com/Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Jan 31, 2023 • 53min

Crunching Numbers and Abs

Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry. Connect with Darsi Casey :Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529 Firm : https://www.caseyneilon.com/Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Jan 18, 2023 • 1h 1min

Easy Does It … and You CAN Win This!

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608Learn more about Leanness Lifestyle University : https://lluniversity.com/ Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Jan 5, 2023 • 48min

Real Estate Accounting Leads to Owning Real Estate

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola Learn more about his firm https://www.aiolacpa.com/Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Dec 21, 2022 • 47min

Offering Value Through Connection

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/Connect with Sara Huddleston:https://thegrowthpartnership.com/bios/sara-huddleston/Email : shuddleston@thegrowthpartnership.comConnect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Dec 6, 2022 • 58min

Get Niched with IC-DISC

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/Connect with David Spray : Podcast : https://www.ic-discshow.com/Company : https://www.exportadvisors.com/LinkedIn : https://www.linkedin.com/in/dsprayConnect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonetsBooks Recommended : Man's Search For Meaning Atlas ShruggedThe FountainheadThe 80/20 Principle https://healthywealthywise.show/
undefined
Nov 22, 2022 • 49min

Being Your Wild Self

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/To learn more about The Wild Institute : Visit https://thewildinstitute.com/Connect With Chris Heeter : Linkedin : https://www.linkedin.com/in/chrisheeterConnect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/
undefined
Nov 8, 2022 • 57min

Financed Life Insurance and Charitable Planning for High Net Worth Clients

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/Learn more about The Burgess Group : https://www.tbgroup.orgConnect with Nick :Linkedin : https://www.linkedin.com/in/nick-burgess-51304a53Connect with Heidi :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://healthywealthywise.show/

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app