Sales Tax & More is the weekly show that talks about everyone's favorite topic...Sales Tax! Listen in each week as we talk with experts, professionals, and more to help you understand this often-overlooked tax.
…
continue reading
Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
…
continue reading
This podcast is about my life and career in States taxes and business financial consulting.
…
continue reading
Tax Sale Investing Made Easy. A podcast hosted by Casey Denman, veteran Tax Sale Investor, author of The Tax Sale Playbook and the founder of The Tax Sale Academy that teaches you how to successfully invest in tax defaulted real estate, including tax deeds and tax liens. Casey has held an interest in more than 1,000 properties throughout close to a dozen states. He has produced more tax sale investing training tutorials than nearly anyone in the world, including 1,000+ YouTube videos. For mo ...
…
continue reading

1
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
…
continue reading

1
Episode 158 | How To Get Free Leads: Proven Strategies That Work! With Scott Scarano
42:03
42:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
42:03Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
…
continue reading

1
Sales Tax FAQs #3: Physical Presence
16:16
16:16
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
16:16The basics of determining physical presence when it comes to sales tax. Does physical presence matter for sales tax? What should someone do once they’ve determined they have physical presence for sales tax?
…
continue reading

1
Risks of Sales Tax Non-Compliance
44:44
44:44
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
44:44Once your business establishes nexus and you've ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with. If you have a sales tax obligation and are not collecting a…
…
continue reading

1
E386: Creating Your Tax Sale Edge
12:38
12:38
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
12:38Most tax sale investors follow the same path—bidding on the same properties, in the same counties, with the same strategies. And as a result, they get the same average, frustrating results. In this episode of The Tax Sale Podcast, we dive into a game-changing concept that couldset your business apart and make it truly scalable, profitable, and cons…
…
continue reading

1
Episode 157 | Boost Revenue From Existing Clients Using Strategic Entity Planning With Paul Hamann
36:28
36:28
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
36:28Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provid…
…
continue reading

1
E385: Guide to Virtual Tax Sale Investing
15:03
15:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
15:03The Tax Sale world has changed—and the smartest investors are taking full advantage. In this episode of The Tax Sale Podcast, we break down exactly how to build a scalable, systematized tax sale business from your laptop. From learning the fundamentals to researching deals, managing risk, and selling properties—all without leaving your house—you’ll…
…
continue reading
What implications do states eliminating their sales tax transaction thresholds have for sellers? What is a retail delivery fee? And do people need to be worrying about it? What is the difference between an amnesty and a VDA?
…
continue reading

1
Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
51:39
51:39
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
51:39CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value a…
…
continue reading

1
E384: Why Tax Sale Investors Quit
14:08
14:08
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:08Most new tax sale investors start with excitement... and then quietly disappear. Why? In this episode of The Tax Sale Podcast, I break down the real reasons so many people quit this business—and why you don’t have to be one of them. If you've ever felt stuck, overwhelmed, or just unsure whether this is the right path, this episode will shift your p…
…
continue reading

1
E383: The $500 Tax Sale Strategy
15:38
15:38
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
15:38What would you do if you had to start completely from scratch—with just $500 and zero connections? In this episode of The Tax Sale Podcast, I break down exactly how I’d approach the Tax Sale business if I had to start all over again with just $500. You’ll learn how to avoid costly mistakes, find real opportunities, and use strategy over budget to l…
…
continue reading

1
Episode 155 | Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke
42:18
42:18
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
42:18Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to positi…
…
continue reading
When does someone need to register to collect sales tax? What is nexus? What’s the difference between sales and use tax?
…
continue reading

1
E382: The Presssing Tax Sale Questions
17:32
17:32
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
17:32Most tax sale investors focus on the same surface-level questions—but the real make-or-break details often go unnoticed until it’s too late. In this episode of The Tax Sale podcast, we dive into the overlooked side of tax lien and tax deed investing, sharing insights that could save you thousands and change the way you approach this business foreve…
…
continue reading

1
Episode 154 | What Every Accountant Needs To Know About Value Pricing With Mark Wickersham
55:05
55:05
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
55:05Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally …
…
continue reading

1
E381: Hidden Dangers (+ How to Avoid Them!)
19:23
19:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
19:23Tax Sale Investing is a powerful way to build wealth, but there’s a lot of confusion around the process. Many investors jump in without fully understanding the risks and hidden challenges that can make or break their success. In this video, I’ll break down some of the most commonly misunderstood aspects of tax liens and tax deeds—things that most p…
…
continue reading
Why do we call sales tax collection without remittance the cardinal sin of sales tax? Are people doing this on purpose? How do people find themselves in this situation? What should someone do if they find themselves in this situation?
…
continue reading

1
Achieve End to End Sales Tax Compliance in 3 Steps
52:03
52:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
52:03Unlock the secrets to mastering sales and use tax compliance in this episode featuring CereTax and TaxConnex. This session will guide you through the essential steps required to ensure complete and accurate sales tax management for your business. Listen now to get a better understanding of the 3 key steps to ensure you remain sales tax compliant. L…
…
continue reading
Tax Sale Investing is a powerful way to build wealth, but there’s a lot of confusion around the process. Many investors jump in without fully understanding the risks, rules, and hidden challenges that can make or break their success. In this video, I’ll break down some of the most commonly misunderstood aspects of tax liens and tax deeds—things tha…
…
continue reading

1
Episode 153 | How CFO Services Can Transform Your Firm With Adam Lean
26:43
26:43
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
26:43Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end w…
…
continue reading
The dangers of working with a software company to perform services. What is a deregistration? Why would someone want to deregister if they’re not switching an entity? Is deregistration an easy process? Are there circumstances where you would not want to deregister? 3 Things STM does when doing a deregistration process.…
…
continue reading
Tax sale investing offers incredible opportunities—but only if you approach it the right way. Over the years, I’ve watched investors make costly mistakes that drain their profits, stall their progress, and leave them frustrated. In this video, I’m breaking down the most common and expensive missteps that can completely derail your success. The trut…
…
continue reading

1
Sales Tax Risk Mitigation: What You Need to Know
44:04
44:04
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
44:04Ignoring sales tax rules can be a costly mistake for businesses. As a "pass-through" tax, sales tax is meant to be collected and remitted—but failure to comply can lead to hefty penalties. With state tax rates averaging 8% and additional penalties stacking up, businesses could face millions in unexpected expenses. In this episode, we break down how…
…
continue reading

1
Episode 152 | How KPI Strategies Drive Success With Ron Baker
49:04
49:04
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
49:04KPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Baker, a leading expert in value pricing and predictive indicators, to share actionable insights that go beyond traditional metrics. Together, they explore how firms can track meaningful data, improve cli…
…
continue reading

1
E378: The Keys to HUGE Tax Sale Wins
12:57
12:57
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
12:57Some tax sale deals are good. Others? They’re life-changing. After more than 22 years in this business, I’ve learned that the biggest profits come from a combination of preparation, strategy, and knowing when to take action. In this episode, I break down my most profitable tax sale investments—what made them work, the key patterns I’ve noticed, and…
…
continue reading

1
E377: When a Tax Sale Goes Wrong (How to Fix)
15:53
15:53
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
15:53Tax Sale Investing can be highly profitable, but what happens when things go sideways? Maybe you've uncovered a lien you didn’t expect, found the property in poor condition, or faced other unexpected challenges. Don’t panic! In this video, I’m breaking down the most common issues Tax Sale investors encounter and, more importantly, how to solve them…
…
continue reading

1
Steps to Switching Your Sales Tax Outsourcing Provider
24:45
24:45
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
24:45From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs. Watch this webinar as we disc…
…
continue reading

1
Exemption Certificate Management (ECM)
14:56
14:56
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:56Why are certificate issues the leading cause of large assessments for companies required to collect them? What is the importance of exemption certificate management documentation in an audit? What is one of the biggest mistakes companies make when it comes to ECM?
…
continue reading

1
Episode 151 | Structure Of Marketing With Cameron Montgomery
43:45
43:45
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
43:45Are you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods, to break down a simple four-step system you can easily em…
…
continue reading

1
Why are software companies registering their clients in too many states?
14:10
14:10
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:10Why are companies registering their clients in too many states? Is it a problem of too many or not enough when it comes to state registrations? What are the issues with either of those problems?
…
continue reading

1
E376: The Art of The Tax Sale Deal
16:39
16:39
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
16:39Tax Sale investing is more than just numbers—it's an art form that combines creativity, strategy, and adaptability. In this episode, we break down the five essential arts every successful tax sale investor must master: learning, research, auctions, marketing, and growth. Discover how to build a sustainable, profitable business by embracing the nuan…
…
continue reading

1
2024 Sales Tax Year in Review & Compliance Strategies Moving Forward
52:42
52:42
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
52:42It’s been over 6 years since the historic Wayfair decision, and sales tax somehow continues to become more challenging. In this episode we cover some of the most important sales tax updates of 2024 and help you develop a clearer understanding of how to set up a process to remain sales tax compliant in 2025. Learning objectives: • Discover how to de…
…
continue reading

1
Case Study | Accounting Growth: From $400 To $25K With Jaci North
34:08
34:08
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
34:08Building a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her …
…
continue reading
…
continue reading

1
Episode 150 | How Excel Can Transform Your Capacity Issues In Your Firm with Jeff Lenning
44:10
44:10
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
44:10Many people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage all of its features and tools, you could achieve greater efficiency in your business processes. Michelle Weinstein welcomes Excel guru Jeff Lenning, Founder of Excel University, who guides accounting p…
…
continue reading

1
Sales Tax Compliance for the Complex Organization
51:03
51:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
51:03In this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid co…
…
continue reading

1
E375: Big Returns with Overlooked Strategies
14:23
14:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:23Think tax sale investing is all about the obvious strategies? Think again. In this episode, we dive into some of the most overlooked yet highly effective tax sale investment approaches. From targeting remote counties and exploring abandoned projects to pre-auction partnerships and creative ways to market unique properties, these strategies could un…
…
continue reading

1
Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld
28:35
28:35
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
28:35Michelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised …
…
continue reading

1
E374: Tax Sale Success - What Most Miss
14:34
14:34
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:34What sets successful tax sale investors apart from the rest? It’s not just about buying low and selling high. In this episode, we discuss five game-changing strategies seasoned investors swear by but others often overlook. From mastering daily tax sale list reviews to expanding into new markets, moving with speed, and treating the business as both …
…
continue reading

1
Sales Tax & Marketplace Facilitators
37:48
37:48
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
37:48If you're part of an online business, the holidays are an exciting (but crazy) time for you... And marketplace facilitators are most likely being utilized. But what are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sale…
…
continue reading

1
E373: Tax Deed 101 - What You Must Know
14:36
14:36
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:36Heading to a tax deed auction? Whether you're a first-time bidder or looking to refine your strategy, this episode is packed with essential insights to help you succeed. Watch as we explore the realities of tax deed properties, how to spot and avoid junk investments, strategies for handling title issues, dealing with last-minute redemptions, and na…
…
continue reading

1
Episode 148 | Automation: Work Less, Earn More With Jamie Gruol
52:39
52:39
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
52:39Host Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn …
…
continue reading

1
Navigating Sales Tax in Retail & eCommerce
43:21
43:21
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
43:21This holiday season, eCommerce and Retail sales are booming more than ever. Listen now to this episode on "Navigating Sales Tax Compliance in eCommerce," where we delve into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into on…
…
continue reading

1
Episode 147 | Maximizing Lead Generation Through Podcasting With Shannon Weinstein
47:21
47:21
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
47:21Michelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to …
…
continue reading

1
E372: Crafting a Buyer’s List For Faster Success
7:59
7:59
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:59Are you ready to take your tax sale investing to the next level? In this episode, I discuss one thing that I wish I would've started the moment I got into this business: My Buyer's List. A properly crafted buyer's list will provide you with income for decades to come.Join us as we explore why building a buyer’s list is the key to selling properties…
…
continue reading
Nightmare #1: State of Iowa & Software Companies How to prevent issues with getting deregistered Nightmare #2: Canada & Registering for the goods and services tax (GST) Making sure you’re registered in all five Canadian provinces
…
continue reading

1
Episode 146 | Creating Adaptive Capacity for VIP's in Your Firm with Ron Baker
43:19
43:19
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
43:19Michelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimiz…
…
continue reading
What is the triage program? What are we referring to that needs a triage? What are some of the issues out there? What the triage program entails. Who’s a good candidate for the program?
…
continue reading

1
5 Sales Tax Challenges Facing Growing Companies
34:38
34:38
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
34:38As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in pl…
…
continue reading
What if you could score a tax-foreclosed property deal before it even hits the auction block? In this episode, we explore an often-overlooked but powerful strategy that lets you bypass bidding wars and secure distressed properties before anyone else gets a chance. If you're persistent, good at tracking people down, and willing to put in the effort,…
…
continue reading

1
Let's Talk about Canadian Sales Tax!
13:14
13:14
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
13:14What is a Canadian business number? The process of registering in the five different Canadian Provinces. Registering in Canada with an online account. Is the language barrier affective when working in Quebec?
…
continue reading