The Tax Resolution Ninja Show
37 episodes - English - Latest episode: about 3 years ago -The Tax Resolution Ninja Show features the top experts on all things tax to help you understand, navigate, and resolve all your tax-related issues.
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Episodes
5 Different Letters from the IRS - Letter To Seize Assets
May 05, 2021 06:00 - 9 minutes - 9.21 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professiona...
5 Different Letters from the IRS - Letter Saying You OWE MONEY
March 31, 2021 06:00 - 12 minutes - 12 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professiona...
5 Different Letters from the IRS - What is the Discrepancy Letter?
March 24, 2021 06:00 - 8 minutes - 7.64 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professiona...
Long Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance Solutions
March 17, 2021 06:00 - 23 minutes - 21.9 MBNatalie Karp is a Founding Partner of Karp Loshak Long Term Care (LTC) Insurance Solutions, a trusted source of information on long-term care insurance for individuals, business owners, and employer groups. Not only is Natalie an LTC insurance specialist, but she is also in the business of preserving wealth, protecting independence, and providing people with choices. She helps clients and advisors navigate their options with unbiased information and insight. At Karp Loshak LTC Insurance So...
Classifying Your Workers Correctly with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution
March 10, 2021 07:00 - 41 minutes - 38.4 MBNance L. Schick is the Chief Resolution Officer at Third Ear Conflict Resolution. She is also an employment attorney, ethno-religious mediator, conflict resolution coach, diversity trainer, and author residing in New York City. Nance helps managers and small business owners have valuable conversations about gender, race, religion, and disability. Additionally, she is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and resolve worker misclassif...
How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon
March 03, 2021 07:00 - 23 minutes - 21.7 MBRobert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors who help their clients understand their finances and make sound investment decisions. The team at Cannon Wealth Solutions considers it the highest legal and ethical duty to represent clients’ best interests regarding their total asset portfolio management. Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United ...
Growing Your Business with Fewer Headaches with Nina Kaufman, Founder of Business Exponential
February 24, 2021 07:00 - 32 minutes - 29.5 MBNina Kaufman is a Small Business Champion, Award-Winning Attorney, trusted Thought Leader, and bookworm. She is the Founder and CEO of Business Exponential, a coaching platform for solo and small knowledge-based firms. Nina understands firsthand that running an expertise-based service has unique challenges. Over the past 25 years, she has worked with thousands of business professionals as an Award-Winning Business Attorney and Strategist, providing resources to help businesses grow stronge...
Confronting Infidelity and Unshared Tax Situations Between Couples with Relationship Coach, Dr. Marie Murphy
February 17, 2021 07:00 - 15 minutes - 14.3 MBDr. Marie Murphy is a Relationship Coach who specializes in helping people who are having affairs decide what’s truly right for them. She offers shame-free and blame-free coaching that intends to help her clients determine the best way forward for themselves and for their relationships. She holds a Ph.D. in the Sociology of Sexuality. Dr. Murphy is also the host of Your Secret Is Safe With Me podcast where she talks about infidelity and other challenging relationship situations from a non-...
5 Different Letters from the IRS - What is the AUDIT LETTER?
February 10, 2021 07:00 - 8 minutes - 7.94 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professiona...
Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors
February 03, 2021 07:00 - 28 minutes - 26.3 MBSimon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. Simon is a Certified Financial Planner with extensive experience in global financial market and investment management. In this episode… The world is your oyster when you’re young but if you’re not maximizing your time, then you are likely setting yourself ...
How to Find Tax Benefits You Didn’t Know You Deserve with Heidi Henderson, Executive Vice President of Engineered Tax Services
January 27, 2021 07:00 - 25 minutes - 23.8 MBHeidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. Heidi also teaches over 30+ continuing education courses annually to CPAs, design-builder professionals, and real estate professionals. She is a tax consultant specializing in federal incentives in real estate architecture and R&D innovation. ...
How to Get R&D Tax Credit for Your Small Business with Robert Curtiss of Business Group Resources
January 20, 2021 07:00 - 16 minutes - 14.9 MBRobert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they're entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates, and credits that Congress initially mandated in 1981. Robert is also a Centricity Certified Coach which allows him to help business owners develop strategic relationships and vibrant business networks for client referrals, new opportuniti...
Why You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial Advisors
January 13, 2021 07:00 - 47 minutes - 43.2 MBBernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Chec...
How to Generate High-Value Real Estate Tax Benefits Through Cost Segregation with Yonah Weiss, Business Director, Madison SPECS
January 06, 2021 08:17 - 24 minutes - 22.9 MBYonah Weiss is a cost segregation expert, real estate investor, and people connector. He is a Business Director for Madison SPECS, where he helps clients save tens of millions of dollars on taxes through cost segregation. He helps property owners save millions of tax dollars. Yonah owns and runs Real Estate Connections, a virtual meeting held over Zoom every other Wednesday at 7 pm Eastern Time, where participants can learn about multifamily real estate investment Yonah is also the host ...
How Non-US Citizens Can Avoid Double Taxation in U.S Real Estate Investment with Kenneth Kastner of Kastner Tax Solutions
December 30, 2020 07:00 - 19 minutes - 18.4 MBKenneth Kastner is an Israeli-based CPA who is an Enrolled Agent (EA) in the United States which allows him to represent taxpayers before the IRS. He is the Founder and CEO of Kastner Tax Solutions, LLC, where he provides tax preparation, personal tax planning, tax advisory, and accounting services. In this episode… Everyone talks about the 1031 Exchange to avoid double taxation when investing in U.S. real estate. But what many don’t know is that the 1031 exchange is not always the best ...
The Transformational Power of Podcasting for Businesses with John Corcoran of Rise25 Media
December 23, 2020 07:00 - 20 minutes - 19.1 MBJohn Corcoran is a recovering attorney, and a writer, author, and a former Clinton White House writer and speechwriter to the Governor of California. He is also the co-founder of Ris25 Media, a company whose mission is to help B2B businesses connect to their ideal prospects, referral partners, and strategic partners, through their done-for-you podcast service. John is also the host of the Smart Business Revolution podcast since 2012 through which he has interviewed hundreds of CEOs, founde...
Investing Your IRA: The Do’s and Don’ts to Avoid Tax Liabilities with Robert Cannon
December 09, 2020 13:13 - 26 minutes - 24.5 MBRobert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors (RIA) who helps their clients understand their finances and make sound investment decisions. They are fiduciary financial advisors who are held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds acros...
Protecting Your Assets and Investing in Your Future with Sarry Ibrahim
November 25, 2020 07:00 - 23 minutes - 22 MBSarry Ibrahim is the Founder of Financial Asset Protection, where he helps high net worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely. As a financial consultant and health and life agent, he has cultivated a reputation for always putting his clients first. Sarry prides himself on attending all client meetings without expectations or preconceived ideas to ensure that he is solving his clients’ problems. In this episo...
Understand Your Financials and Grow Your Business with Terrell A Turner
November 13, 2020 07:00 - 21 minutes - 19.6 MBTerrell A Turner is a CPA and the Co-founder and Fractional CFO of TLTurner Group, a company that helps businesses analyze and understand their financials to improve profitability. He is also the creator and host of Business Talk Library, which focuses on honest conversations with entrepreneurs and business leaders about challenges and tips for building and running profitable businesses. In this new world of business, Terrell is concerned about how other businesses are going to survive and...
What You Should Know About Opening a New Business with Fernando Koatz
October 21, 2020 06:00 - 21 minutes - 19.4 MBFernando Koatz is a Founding Partner of Gleason & Koatz, LLP, a New York-based law firm that provides sophisticated, personalized, and client-driven legal counsel to individuals and domestic and international companies. Fernando was admitted to the Bar of the District of Columbia in 1984 and the State of New York in 1986. Fernando represents mainly Latin American and Spanish clients in the United States regarding corporate, commercial, and real estate matters, and commercial litigation. His ...
How Effective Communication Leads to Business Growth with Gerri Knilans
September 30, 2020 06:00 - 20 minutes - 19.2 MBGerri Knilans is the Co-founder and President of Trade Press Services, a specialized marketing communications strategy firm that provides writing, media outreach, and general marketing support. Under her leadership at Trade Press Services, the company has worked with more than 500 B2B clients, from start-ups to Fortune 500 companies, and more than 650 editors of trade magazines, journals, newspapers, and webinar-production companies. Previously, Gerri was a principal in a marketing consultin...
Coaching Successful Leaders with Alex Kuhn
September 16, 2020 06:00 - 31 minutes - 29 MBAlex Kuhn is the Founder of Born to Lead and Vault Team & Vaulters Unite™ and helps personal development coaches start, grow, and scale their companies to six and seven figures. He has coached and trained over 5,000 performance-driven individuals, including C-level business leaders, professional and Olympic athletes, and CEOs of nonprofit organizations. Alex was previously a nationally-ranked swimmer, college head coach, professor, and business owner. As the youngest college head coach in...
Building Valuable Connections with Samuel Weiner
September 09, 2020 06:00 - 16 minutes - 15.6 MBSamuel Weiner is a sales and business development professional and the current Vice President of Business Development at Langdon Title. He possesses an extensive background and knowledge in both commercial and residential real estate. Langdon Title is a premier, full-service agency providing commercial and residential title insurance throughout the United States. Their specialties include commercial and residential title insurance on the national level, real property and cooperative lien s...
Insights into Accounting with Adam Pearson
September 02, 2020 06:00 - 40 minutes - 37.1 MBAdam Pearson has been running accounting departments for more than 15 years and is currently a Principal at Net-Income pros, a company that provides businesses with the best solution for their accounting and bookkeeping needs. Adam has a Master of Science in Accountancy and was previously an enrolled agent licensed to practice tax law before the IRS and in federal tax court. Currently, Adam lives on a lake in Renton, WA with his wife and three sons and enjoys reading, chasing his kids around...
Finding Common Ground and Building Relationships with Nance L. Schick
August 26, 2020 06:00 - 40 minutes - 37.4 MBNance L. Schick is an attorney, conflict resolution coach, diversity trainer, and author from New York City. She helps managers and small business owners have valuable conversations about gender, race, religion, and disability. Additionally, Nance is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and resolve worker misclassification issues. In this episode… When disagreements go unresolved—especially in the workplace—it can lead to tension b...
Get Organized and Clarify Your Future Vision with Robert Hernandez
August 19, 2020 06:00 - 32 minutes - 29.5 MBRobert Hernandez is a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc. He is also the current Chair of the Financial Planning Association of Metro New York. Before transitioning into financial planning, Robert had several jobs in corporate finance and has worked as a consultant for Ernst & Young. A lifelong New Yorker, he was born and raised in Starrett City, Brooklyn and currently resides in Queens. In this episode… When people r...
The Benefits of Learning How to Play Chess with Evan Rabin
August 12, 2020 06:00 - 29 minutes - 26.7 MBEvan Rabin is a National Chess Master and the CEO of Premier Chess, which provides school programs, summer camps, and private lessons to students of all ages. Evan fell in love with chess at age seven, when his brother and father first taught him how to play. Over the next five months, he joined the chess club at school, participated in his first tournament, and attended Nationals. After graduating from Brandeis University, Evan started teaching chess full-time. After a few years of workin...
Bringing Awareness to the Immigrant Experience with Dr. Sylvie Heyma
August 05, 2020 06:00 - 34 minutes - 32 MBDr. Sylvie Heyman is a registered nurse who graduated from Bellevue School of Nursing. She also holds a bachelor’s degree in Psychology from Marymount Manhattan College and a master’s degree in Professional Studies focusing on Health Care Administration from Long Island University. She specialized in obstetrics before leading the open heart surgery unit at the renowned St. Francis Hospital in Roslyn, NY. After earning her Doctor of Chiropractic and a degree in Acupuncture, Dr. Heyman fuse...
Bringing Awareness to the Immigrant Experience with Dr. Sylvie Heyman
August 05, 2020 06:00 - 34 minutes - 32 MBDr. Sylvie Heyman is a registered nurse who graduated from Bellevue School of Nursing. She also holds a bachelor’s degree in Psychology from Marymount Manhattan College and a master’s degree in Professional Studies focusing on Health Care Administration from Long Island University. She specialized in obstetrics before leading the open heart surgery unit at the renowned St. Francis Hospital in Roslyn, NY. After earning her Doctor of Chiropractic and a degree in Acupuncture, Dr. Heyman fuse...
Protect Your Assets and Plan for Your Future with Eric Cohen
July 29, 2020 06:00 - 21 minutes - 20.2 MBEric Cohen is the CEO and Managing Director of Benefit Quest, Inc., a company that provides their clients with a full range of insurance, financial products, and services. Eric graduated with a bachelor’s degree from Yeshiva University in 1987 and received his Certificate in Financial Planning from New York University in 1992. In January 2007, Eric created the Business & Personal Financial Optimizer System and won a National Award for Consumer Education from NSACE. He is an experienced co...
Insights Into Sales Coaching and Networking During the Pandemic with Adrian Miller
July 22, 2020 06:00 - 34 minutes - 31.3 MBAdrian Miller is a NY-based sales trainer, consultant, speaker, and networking expert with over 30 years of experience. She is the owner of Adrian Miller Sales Training, which helps clients from a wide-range of industries generate increased revenue from their sales endeavors. Adrian is also the author of “The Blatant Truth: 50 Ways to Sales Success”, “The Blatant Truth: How to Not Screw Up The Customer Service Game”, and “Dispatches From the Frontline: Musings on Sales, Business Development ...
Help Is on the Way!
July 15, 2020 06:00 - 16 minutes - 15.3 MBJeffrey Schneider is the owner of SFS Tax & Accounting Services and is considered one of America’s leading tax experts. His company helps taxpayers with tax-related matters, such as bookkeeping, IRS tax audits, tax planning and consulting, and more. Jeffrey is an Enrolled Agent (EA), a Certified Tax Resolution Specialist (CTRS), an Advanced Crypto Tax Expert (ACT-E), and a Fellow of the National Tax Practice Institute (NTPI). He was also a President of the Florida Society of Enrolled Agen...
My sister got audited!
July 07, 2020 06:00 - 8 minutes - 8.18 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Profession...
Filed Taxes but Did Not Have the Money to Pay
July 01, 2020 06:00 - 9 minutes - 9.11 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Profession...
Don’t Screw Around with Sales Tax
June 23, 2020 11:54 - 8 minutes - 8.07 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Profession...
Don’t Lose Your Retirement
June 13, 2020 06:00 - 11 minutes - 10.8 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Profession...
Deductions Gone Wrong
June 12, 2020 06:30 - 9 minutes - 9.03 MBAllan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, with a focus on serving the small business community. Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Profession...