Podcast
The Advisor Podcast
Hosted by Podgo · EN
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.
20episodes
Episodes
Newest firstAll episodes
Intelligent IT Talks Cybersecurity, Phishing And Defending Your Business In The Digital World
Sep 2400:25:18Tap to summarizeAlmost 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 security awareness training. Paul also explains the future of passwords and some important tips in choosing a good hard drive.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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New IRS Policies And Rules For R&D Tax Credit With Brad Poris
Sep 1700:28:51Tap to summarizeIt 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 IRS narrowly required the taxpayer to prove a "process of experimentation," but fell shy of meeting the threshold. They also discuss the Chief Counsel Memorandum, released on October 15, 2021, and how it could impact businesses. The R&D credit can be a major tax-saving tool for the right business, but it takes a professional to understand the reporting requirements. With membership in the BDO Alliance, JGS, CPA is equipped to handle these kinds of tax situations and many more.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Doubleheader: Benefits Advisor And Insurance Counselor Talk Short- And Long-Term Disability Insurance With Carolin Mohrmann And Don Badgley
Sep 1000:29:52Tap to summarizeMany 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 share stories about clients, or their families, that are happy to have done so. For Contact Information: Carolin: carolin_mohrmann@us.aflac.com and Don: don.badgley@nm.com.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Is A 930 Plan The Right Tool For You? With Chuck Omphalius
Sep 300:48:50Tap to summarizeLife 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 how to live tax-advantaged!Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Former Advisor Host Returns With An Update With Brian Powers
Aug 2700:19:18Tap to summarizeDid 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 Brian sees coming to the Hudson Valley. Additional topics include environmental concerns during construction, current commercial projects, and building material shortages. If any of that interests you, you'd want to tune in to this episode. Enjoy!Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Johnson Sisters Grow SERVPRO Franchise In Orange County With Brittany Johnson And Laura Johnson
Aug 2000:25:31Tap to summarizeBrittany 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 of Commerce recognized SERVPRO as the 2020 Business of the Year. JGS' Michael Garofalo and Rob Unger speak to the Johnson sisters about their work during the pandemic and the accounting services JGS provides them.Love the show? Subscribe, rate, review, and share! https://jgspc.com/newsroom/podcast/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Matthew Holland On Cost-Saving Energy Options For Your Business
Aug 13, 202500:28:15Tap to summarizeWhen 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 bills for savings and suggesting technological improvements. In this episode, Matthew joins Brian Powers to weigh in on how you should be looking into energy costs and discuss the different cost-saving energy options for your business. Tune in to get money-saving and sustainable advice for your business!Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Is A Professional Employer Organization Right For Your Business? With Tom Lemmey And Brian Kennedy
Aug 6, 202500:17:48Tap to summarizeYou 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 back-office work. Alongside your host, Brian Power, learn how H.R. departments can adapt to a changing post-Covid workforce.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Building Resiliency To Convert Stress To Success With Prash Kotecha
Jul 30, 202500:27:34Tap to summarizeJust 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, recalculate, and recover so that they can achieve success. Learn how to convert your stress to success and practice resiliency today.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Business Operations: How To Prevent Breakdowns From Happening With Colin Clayton
Jul 23, 202500:22:22Tap to summarizeThe 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 happening. Don’t miss this episode!Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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