Knowing What Counts Podcast
Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and discover why success truly begins with knowing what counts!
Whether you’re looking to streamline your business operations, minimize tax liabilities, or make smart investment choices, our team of experts is here to provide clarity and direction. Stay tuned until the end for valuable tips that you can start implementing today. Don’t forget—your path to financial success starts here!
To learn more about MP CPAs visit:
thempgroupcpa.com
MP CPAs
413-739-1800
Episodes
18 episodes
Mastering IRAs: Beyond the Basics
Let’s Talk IRAs: What They Are and Why They Matter- Kelly Braese Senior Tax AssociateNavigating the complex world of retirement planning can feel overwhelming, but understanding IRAs might ...
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Episode 18
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13:46
Crypto & Taxes: What You Need to Know
Digital Assets, Real Taxes: The Tax Implications of Trading Cryptocurrency – Jack Labranche Tax SeniorTrading cryptocurrency might feel like digital magic, but the tax consequences are very...
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Episode 16
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14:31
Interest Expense Limitations: What Your Business Needs to Know About IRC 163J
The Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax AssociateTax planning can make or break your business strategy, and nowhere is this more evident than with interest expens...
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Episode 15
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10:53
Estate Tax Mastery: Gifting Strategies for Wealth Protection
Gifting Your Estate: Estate and Gift Tax Strategies - Featuring: Anthony Trinchini, Senior Tax Associate Financial security isn't just about what you build—it's about how effectively you pass it on. When
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Episode 14
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10:09
Breaking Down the "Big, Beautiful Bill": Your 2025 Tax Planning Guide
Big, Beautiful Breakdown: Big Beautiful Bill Tax Takeaways – Joe Oliveira Tax Director The tax landscape is shifting dramatically with the signing of the "Big, Beautiful Bill" this Ju...
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Episode 17
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10:02
Fringe Benefits: The Hidden Tax Implications of Workplace Perks
Taxing the Extras: Fringe Benefits and Their Tax Consequences – Sam Moriarty Tax Senior Associate The complex world of fringe benefits sits at the intersection of employee satisfaction...
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Episode 12
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8:24
When Charity Meets Strategy: The Hidden Vehicles of Philanthropy
Giving Smarter: Innovative Paths to Charitable Giving – Jason Warner Tax Senior AssociateCharitable giving transcends simple generosity when approached strategically. In this enlightening conversation with tax senior associate Jas...
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Episode 13
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9:20
The Business Entity Blueprint: How Your Business Structure Shapes Everything
Entity Essentials: Choosing the Right Structure for Your Business Selecting the right business entity structure might be the most consequential decision you'll make as an entrepreneur....
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Episode 11
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16:21
Beyond Borders: Understanding Your Foreign Tax Obligations
Global Compliance: Tackling Foreign Tax FilingsThe hidden complexities of foreign tax compliance often catch even savvy taxpayers by surprise. Tax Supervisor Alex Leslie of MP CPAs draws from a decade of experience to illuminate t...
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Episode 10
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15:46
Tax-Free Exit: Section 1202 Stock Exposed
What Is 1202 Stock?Millions of dollars in potential tax savings are hiding in plain sight for many business owners. Section 1202 stock, also known as Qualified Small Business Stock (QSBS), ...
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Episode 9
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11:21
Money & Meaning: Unlocking Donor Advised Funds
Donor Advised Funds: The Basics and MoreCharitable giving becomes truly powerful when strategy meets generosity. Tax Director Lisa Behan from MP CPAs joins us to unpack the often-overlooked financial tool that's changing how smart...
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Episode 8
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14:44
From Passive to Powerful: Unlock Your Real Estate Tax Benefits
What Is The Difference Between Passive And Non-Passive Rental Income?The complex world of real estate taxation contains hidden opportunities that could dramatically impact your bottom line—if you know where to look. Brian Moss, a ...
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Episode 7
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14:06
Navigating the SECURE Act 2.0: Critical Changes for Your Retirement Future
What is The SECURE Act 2.0?Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director wit...
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Episode 6
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13:24
Maximizing Your Stock Compensation Benefits with Expert Insights from Matt Baran
What Are The Different Types Of Stock Compensation, And How Can Employees Maximize The Benefits While Navigating The Tax Implications And Potential Risks?Discover how understanding the intricate world of incentive stock options, n...
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Episode 5
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10:23
Unlocking Business Value: Mastering Valuation Strategies with Tim Provost
What Are The Most Effective Methods For Determining A Business's Value?Learn the secrets of business valuation with Tim Provost, a partner at MP CPAs, as we explore the complex world of determi...
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Episode 4
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11:48
Tax Residency Complexities: Insights from Jeff Laboe on Statutory and Domicile Tests
How Can Tax Residency Issues Impact Your Financial Situation, And What Should You Know About Audits?Learn the secrets to navigating the maze of tax residency with our latest Knowing What Co...
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Episode 3
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15:40
Estate Planning in Massachusetts: Expert Strategies with Tim Lafalam
What Are The Key Considerations And Strategies For Effective Estate Planning In Massachusetts?Unravel the secrets of estate planning in Massachusetts with tax manager Tim Lafalam from MP CP...
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Episode 2
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12:18
From Small Practice to Industry Leader: The Rise of MP CPAs with Tim Provost
Meet Tim Provost with MP CPAsUnlock the secrets behind the incredible rise of MP CPAs as we sit down with partner Tim Provost, who takes us through the firm's transformation from a small practice to a full-service accounting lead...
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Episode 1
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7:35