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In this episode, Jared and Kelly delve into the complexities of Roth conversions, exploring strategies, pitfalls, and the importance of proactive planning for different life stages. They emphasize the need for financial professionals to ask the right questions early and to consider personalized scenarios to optimize tax outcomes. "Once you put it in, it's never taxed again""There's a massive wave of old money coming""Ask better questions early in the planning process"

This week we welcome Rick Moore, CPA of Iron Summit Tax Advisors to talk about his experiences with acquisitions, AI, and advisory.  Rick can be found at https://clearfixtax.com If you want to be a guest on our podcast, please apply here: ⁠api.leadconnectorhq.com/widget/form/8h5GOkPHX4StymeujRzh

Jared and Kelly share personal stories and insights on how tax seasons have challenged and transformed their practices, emphasizing the importance of systems, boundaries, and mindset shifts to thrive beyond the chaos.

This week we welcome our friend and colleague Marit Burmood, CPA to talk about how she transformed her practice with advisory. Also, we pick on Jared. Marit can be found at https://www.maritburmoodcpa.com/

What if you want to scale your firm but you accidentally created a monster? How can you prevent it? Today we're discussing what building smart actually looks like in practice, and what things to avoid if you want to scale your firm. We want to know, have you accidentally created a monster? If you're interested in learning how to scale smarter, visit taxfounded.com to learn more.

We're joined by another tax pro today, Scott Meyer, to talk about how technology is helping make us more effective professionals. It's always good to have another perspective on what's working, what's not, and what we can expect in the future. Thanks for joining us Scott!

Every profession has to have hard conversations with people. Sometimes those are clients, colleagues, employees, or ourselves.  For guidance on how to have these conversations, join us at taxfounded.com and find support from other tax pros to help you realize you're not alone!

What's the best way to write off a car? What about rental property? Machinery?  There's so many things to know about depreciation, and it can be confusing to know what the best path is.   Are you a tax pro wondering if you're running a firm or if it's running you? Take our Firm Audit at taxfounded.com today.

The Schedule C might be the most used form for America's Small Businesses, but does it hold some nuggets of wisdom? We're unpacking some surprises that many people overlook, or just don't care about.  Are you a tax professional who wants to learn how to grow your business more effectively. Deep dive with us further at taxfounded.com Build a Firm, not a Practice

This week we welcome a guest, Noah Pusey, founder of Ripple Analytics. Noah brings data to discuss whether engaged employees are more profitable, and how different generations view the workplace.  Learn more about Noah's company at ⁠Ripple Analytics Inc. – Start ripples of open and honest feedback.

This week we took the podcast on the road. Jared and Kelly were in the same room and bringing their thoughts about tax conferences, networking, and ... squirrels.  If you're new, welcome, please leave us a comment and let us know where you're from.

Today we're talking about a topic that Jared has been dying to discuss... how to die and owe no taxes.  Lots of questions always come up with so called death taxes, but what's the real story?

Do you want to be a BettySue? The industry is continuing to change, as it has for many years, and smart tax pros can see whats coming.  Where do you fit in? What can you do bring value? Where are you staying stuck?

Today we welcome Matthew Kresslein, CPA of https://kressleincpa.com/ Matthew has been fangirling since the inception of the Tax Pros Unplugged podcast and we're breaking down some of his best and worst moments we've had so far in our journeys.

The IRS just lost over 11,000 employees from its Taxpayer Services division — and a brand-new TIGTA report confirms the chaos is real. In this episode, Kelly and Jared break down what's actually happening inside the agency, where your clients are going to feel the squeeze, and their playbook for navigating a broken system.