The Advisor Podcast

Intelligent IT Talks Cybersecurity, Phishing And Defending Your Business In The Digital World

Almost 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 [https://www.linkedin.com/in/jennifer-coleman-00762b12/] and Paul Villanueva [https://www.linkedin.com/in/paulvillanueva/] talk with Michael Garofalo about their Pleasant-Valley-based business, Intelligent IT Designs [https://www.intelligentitdesigns.com/]. 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/ [https://jgspc.com/newsroom/podcast/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

New IRS Policies And Rules For R&D Tax Credit With Brad Poris

It 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 [https://www.linkedin.com/in/bradporis]. 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 [https://jgspc.com/] 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/ [https://jgspc.com/newsroom/podcast/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Doubleheader: Benefits Advisor And Insurance Counselor Talk Short- And Long-Term Disability Insurance With Carolin Mohrmann And Don Badgley

Many people live paycheck to paycheck, but with disability insurance, you'll have no money issues during accidents. Michael Garofalo welcomes Carolin Mohrmann [https://www.linkedin.com/in/carolinmohrmannaflac/], a Benefits Advisor at Aflac, and Don Badgley [https://www.linkedin.com/in/donbadgley/], 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/ [https://jgspc.com/newsroom/podcast/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Is A 930 Plan The Right Tool For You? With Chuck Omphalius

Life 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 [https://www.linkedin.com/in/chuck-omphalius-a502b713/] of Max It Out (MIO) Retirement [https://mioretirement.com/] 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/ [https://jgspc.com/newsroom/podcast/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Former Advisor Host Returns With An Update With Brian Powers

Did you miss the Former Advisor Host, Brian Powers [https://www.linkedin.com/in/brian-powers-8b08739/]? 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 [https://www.midhudsoncm.com/]. 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/ [https://jgspc.com/newsroom/podcast/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.