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Great Tax Strategy Needs Effective Tactics

Is having a good tax strategy all it takes for financial security? Hello, this is Kelly Coughlin, CEO of EveryDayCPA.  “Strategy without tactics is the slowest route to victory.  Tactics without strategy is the noise before defeat.” That was said in the 5th century BC by the famous Sun Tzu.  My guest today is a CPA and CEO of a very interesting company called Taxes Mastered, and they have a sub-title Advanced Tax Strategies.  My guest, John Brooke, is a seasoned educated, and experienced professional with over 25 years of experience at Big 6 firms, I suspect they were...

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Election Year Volatility: Managing the Risk of Market Decline

Date:      August 9, 2019 Attendee and Guest:   Kelly Coughlin, CEO, EveryDay CPA – Kirk Chisholm, President – Innovative Wealth &                                                                                      InnovativeAdvisory Group   Good morning everybody, this is Kelly Coughlin, CEO and CPA of EveryDay CPA, providing star services of strategy, tax, accounting and risk management services to businesses and business owners. Today I am going to...

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What do Truckers and Visually Impaired Have in Common?

  Date:       August 2, 2019 Attendee and Guest:   Kelly Coughlin, CEO, EveryDay CPA –   KC Truby, Founder/Chief  Executive, TALK Accounting Good morning business owners, it is early a.m. on a Saturday and I know most of you are up and at them, ready to carpe diem. That is seize the day, if you don’t remember your Latin.   This is Kelly Coughlin, CEO of EveryDay CPA.  One of our tagline themes at EveryDay CPA is “We help business owners use debits and credits as weapons of mass competition.”  Frankly, I really want to say as weapons of mass destruction...

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William McConnaughy on Tax Resolution (part 1 of 2)

Date:     June 1, 2019         Attendee and Guest:   Kelly Coughlin, CEO, EveryDay CPA – William McConnaughy – PART 1 Good morning, this is Kelly Coughlin, CEO of Bank Bosun, hope everybody is doing well.  You know, dealing with the IRS for a business or a personal tax resolution can be a challenging endeavor.  Today we are going to talk about Business Tax Resolution.  As we head into the end of the year I thought it would be helpful for community and regional bankers to hear from an expert in dealing with the IRS and various state...

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McConnaughy on Tax Resolution (part 2 of 2)

Good morning, this is Kelly Coughlin, CEO of EveryDayCPA.com, hope everybody is doing well. You know, dealing with the IRS for a business or a personal tax resolution can be a challenging endeavor. Today we are going to talk about Business Tax Resolution.  We are going to focus on tax liability resolution, that is, resolution of a business tax liability after the IRS has notified you of an amount due. With that, I have on the line, William D. McConnaughy. He is a former IRS Revenue Agent (beware!), has a Master’s in taxation, and is a CPA.  So, he...

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