Healthy Wealthy & Wise Accountants

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 Connect with Chris Picciurro:Website: https://www.teachingtaxflow.com/LinkedIn: https://www.linkedin.com/in/picciurroConnect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetsThis 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-3275208Connect with Heidi Henderson :Linkedin : https://www.linkedin.com/in/heidihendersonetshttps://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 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/

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/

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/

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/

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/

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/

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/

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/