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Business

Business Insights

by Seth Greene
InvestingBusinessManagement
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About the show

Tune into Business Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Business Insights and empower your advisory practice with the knowledge to succeed.

Latest episodes

  • Bonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes

    October 1, 2026 · 49 min

    Marcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping individuals and business owners resolve tax problems and plan more effectively. In…

  • Episode 52: IRS Tax Problems: Audits, Tax Debt & Settlements

    September 24, 2026 · 15 min

    Jason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors in disputes with the IRS and state tax authorities. His firm serves clients…

  • Bonus: Beyond Taxes: Accounting & Cash Flow for Business Growth

    September 17, 2026 · 22 min

    Armine Alajian is a CPA, entrepreneur, and founder and CEO of the Alajian Group, a full-service accounting and advisory firm serving startups, growing businesses, entrepreneurs, and high-net-worth individuals. With more than 20 years of…

  • Episode 51: Smarter Pricing for Financial Advisors

    September 10, 2026 · 13 min

    Behavioral economics may be the missing piece in how RIAs price and position their advice. Etinosa Agbonlahor is a behavioral economist and CEO of Decision Alpha, where she applies behavioral economics to pricing, decision-making, product…

  • Bonus: CPA Strategies for Taxes, AI & High-Growth Businesses

    September 3, 2026 · 26 min

    For businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team. Zachary Gordon, CPA, founder of Red Five Services, brings experience across public accounting…

  • Bonus: California's New SaaS Tax Law Explained

    July 30, 2026 · 43 min

    California's New SaaS Tax Law Explained State tax rules can quietly become one of the biggest risks facing growing businesses. Penny Sweeting is a Senior Tax Manager at Withum specializing in state and local tax (SALT), nexus, and…

  • Bonus: Beyond the Will: Estate Planning Mistakes, Trust Strategies, Tax Planning & Family Legacy

    June 24, 2026 · 43 min

    Estate planning isn’t just about documents—it’s about protecting your family, your assets, and the legacy you leave behind. Tammi Caress is the founder and principal attorney of Caress Law in Portland, Oregon, and one of the few trust and…

  • Bonus: Crypto Tax Rules Every Investor Should Understand

    June 3, 2026 · 30 min

    Crypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules. Perry Woodin is the CEO and co-founder of Node40, a digital asset accounting…