Épisodes

  • The Passive Income Guide

    The Passive Income Guide
    Jul 4 2025
    Dustin Heiner - Master Passive Income On the Game of Entrepreneurship: "I love building businesses. One of my favorite things, like it's a game. So I just keep trying to do better at that game." Passive income seems to be one of the most underrated ways to fulfill your dreams. Maybe that seems like a stretch, but it has been proven again and again. There are a few tricks to mastering passive income: 1) Realize it takes time- it is a get rich slow game, 2) Many others have done it and many of them share how they did it, and 3) Just about anyone can do this. Dustin Heiner joins us for the second time to discuss how he has created his passive income dynasty and how he shares his wisdom with other investors. The hardest part about anything, investing included, is just getting started. Dustin explains how he shifted his mindset to get out of the job world and move into the, ironically, more stable real estate investment world. Listen as Dustin explains the steps for starting your passive income journey, how to start small and build upon your success. The goal is that one day in the future, think 10ish years, you will not have to work. You'll still want to, for the love of the game. Enjoy! Visit Dustin at: https://masterpassiveincome.com/ Podcast Overview: 00:00 Traditional Career Path Critique 05:08 Awaiting News: Anxiety in Office 12:20 Avoid Property Management Pitfalls 18:26 "Understanding Financial Independence How-Tos" 22:23 "Slow Hiring, Fast Firing Strategy" 27:01 Understanding Property Financing Options 33:58 "1% Rent Rule for Purchases" 41:40 Real Estate Tax Strategy Insights 47:13 Real Estate: Unlocking Business Benefits 48:30 Out-of-State Real Estate Investing 56:54 "Free Real Estate Investment Course" 58:58 "Debt-Free Investing Foundations" 01:04:49 Supporting Others' Success Podcast Transcription: Dustin Heiner [00:00:00]: I get a call from the boss's bosses, boss's secretary, like top dog. And she says, Dustin, would you please come in the office? And I paused for a second. Sure. I hung up the phone. I said to myself, why are they calling me the office? Like this isn't normal. If I get laid off, does that make me a failure as a father? The last time I walked to my car, I felt like I was walking on clouds because I knew I would never ever need a job again. If you build the business first, then you have the experts that are doing it as opposed to you hoping that you're doing it right. Especially if you're investing out of state. Dustin Heiner [00:00:27]: Anybody that you hear, let's say Instagram or TikTok, the people that have been around since 2020, 2022, they started, oh, I bought three properties and I'm a millionaire, blah blah blah. I've now taught my 16 year old daughter to buy her first property. So she bought her first property three months ago. It's an active loss for you, so you can depreciate. $100,000 is what I did. Everything around real estate, I figure, well, shoot, what else can we do? Well, people need homeowners insurance, maybe I might go down that route. Do you mind if I just give everybody my course for free? James Kademan [00:00:54]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found at https://drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie Calls On Call Extraordinary Answering Service as well as the Bold Business Book. And today we are welcoming slash preparing to learn from Dustin Heiner, the founder of Master Passive Income. And today with Dustin, we're talking two of my favorite subject, business and money. So Dustin, how is it going today? Dustin Heiner [00:01:29]: James, I'm blessed man. Thank you so much for having me on the show. Yeah, it's great business and money. I find it's almost a game.
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  • How to Start a Veterinary Practice

    How to Start a Veterinary Practice
    Jun 27 2025
    Lisa Grulke and Cat Munson - Animal Center for Emergency and Specialty (ACES) On the Reality of Working in Veterinary Medicine: "You're gonna have to talk with the family that can't necessarily afford to take care of their animal all the time. You're gonna have to lift a 80 pound dog. There's just certain things where we can make your life easier and better financially, but there's certain things that are just part of the job." The veterinary field is a challenging one. For those that are working in the field, you need to work with animals that cannot necessarily tell you what hurts. On the same side, they are communicating with the variety of pet owners. Another significant issue comes down to the money. Many people have left the veterinary profession for other, arguably easier, jobs for similar pay. The veterinary field is a business that requires the love of pets to be accepted as part of the reason you are in the field. Add onto the issue of growing demand as populations climb and pet ownership grows along with it and the declining or typically static existence of veterinary care facilities makes the business of veterinary medicine interesting, to say the least. Lisa Grulke and Cat Munson saw the need, and decided to build from scratch a veterinary practice of their own, the Animal Center for Emergency and Specialty (ACES) in Madison, Wisconsin. They went full in with a new building, new equipment and processes for everything gained through their individual veterinary paths. Listen as Lisa and Cat explain how they got to be the admirable veterinary entrepreneurs they are and how they came to make the decisions they did. The process was seemingly clinical in execution and the result has been nothing shy of amazing. Enjoy! Visit Lisa and Cat at: https://acesvetmed.com/ Podcast Overview: 00:00 Following My Husband's Career Path 06:02 Career-Specific Tracking Schools 08:36 Farm Production Challenges 11:37 Wildlife Conservation Career Challenges 14:48 Veterinary Staff Shortages Escalate 17:31 "Valuing Licensed Technicians' Worth" 20:59 Building Trust Through Relief Work 24:34 Evening Urgent Care Focus 26:34 Demographic Survey for Market Analysis 29:26 Collaborative Emergency Care During Pandemic 33:33 Chemotherapy Misunderstanding Explained 37:14 Optimizing Veterinary Clinic Layout 39:22 Building Transformation Insight 45:24 Networking Through University Program 46:07 Overconfident Small Business Owners 50:46 Relying on Unreliable Fax Machines 55:25 Office Troubleshooting & Cloud Solutions Podcast Transcription: Speaker [00:00:00]: I got into an argument with one of my friends on the playground and said, screw this. I'm not working with people because people are awful. And so then I was like, well, I'm gonna work with animals instead. And I stuck with it. Speaker [00:00:12]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found@drawincustomers.com we are locally underwritten by the bank of Sun Prairie, and today we're welcoming, preparing to learn from Cat and Lisa of ACEs Veterinary. So, Cat and Lisa, how is it going today? Speaker [00:00:37]: Good. Speaker [00:00:37]: Pretty good. A little bit tired, but we're good. Speaker [00:00:40]: We're here. Speaker [00:00:41]: Let's start out with foundation. Tell us what ACEs is. Speaker [00:00:44]: So ACEs, or Animal Center for Emergency and Specialty, is a brand new after hours urgent care in the Madison area. We also have oncology during the week. But our primary focus and where it was born from was extending the reach and availability of care for sick or injured pets. Speaker [00:01:03]: All right, does ACEs stand for something? It's an acronym, right? Speaker [00:01:07]: Yep, yep, yep. All right,
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  • How to Keep Kids Active

    How to Keep Kids Active
    Jun 21 2025
    Amanda Marek - Active Youth Wisconsin On Getting the Style Right: "I always like to say that, from an unbiased standpoint, our events are really, really awesome. And I say it's unbiased because I got to experience the events before I was an employee of active youth Wisconsin." It seems kids have all sorts of gadgets and ways to watch, listen and play while sitting in a chair and staring at a screen. While this may be entertaining, it is also not great for their bodies. Every body needs to move and be active. That is a habit that should start early. But how do you get kids off the couch and off their screens? Amanda Marek is the director of Active Youth Wisconsin, a non-profit that helps get kids moving through many programs. These programs include donations to schools for physical education equipment, after school programs, triathlons for kids and even some adult fund-raising to get adults active. Discover how Active Youth Wisconsin removes barriers, from providing "no questions asked" financial aid for entry fees and gear, to carting bike trailers to schools so every child can experience the freedom and confidence that come with moving their bodies. Amanda opens up about the challenges and triumphs of running events, working with schools, wrangling city permits, and, most importantly, ensuring that every child—regardless of means—has the opportunity to build healthy habits and a sense of community through activity. Whether you’re a parent, educator, entrepreneur, or just someone who believes in the power of movement and inclusion, this episode is packed with heartfelt stories and valuable insights. Listen as Amanda details how they are helping get kids moving and making sure the opportunity is available to everyone. Enjoy! Visit Amanda at: https://www.tri4schools.org/ Podcast Overview: 00:00 Early Specialization in Youth Sports 05:22 Pandemic Sparks Outdoor Education Shift 08:45 Event Planning Logistics Explained 09:58 Supportive Community Partnerships 14:25 Youth Sports: Financial Barriers 18:58 "Full Entry Fees Donated to Schools" 22:47 Exceptional Event Experiences 24:01 "Team Effort Boosts Kids' Triathlon" 27:44 Modified Triathlon Course for Kids 30:09 Comprehensive Event Insurance Essentials 34:36 "Abandoned Fancy Bike On Trail" 37:44 "Adopting Business Approach for Survival" 41:59 "Short Attention Span Challenges" 45:09 Active Youth Wisconsin Structure 48:06 "Grants for Wisconsin Schools Open" 51:09 Goggle Donation Success Story Podcast Transcription: Amanda Marek [00:00:00]: Or now more and more is starting to become. Kids are specializing earlier. Right. So when you're six years old, they're saying, all right, football's your sport, you know, and so we're gonna go do the elite program at the gym and we're gonna do the weightlifting and all of these. Right. It's amazing to see these kids developing as athletes. I think it's really awesome. But it's so exclusive that you have this big chunk of kids, kids that are being essentially left behind. Amanda Marek [00:00:30]: Right. James Kademan [00:00:33]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found@drawincustomers.com we are locally underwritten by the Bank of Sun Prairie, and today we're welcoming, preparing to learn from a. Amanda Merrick, the director of Active Youth Wisconsin. I had to double check the name because you guys changed recently, right? Amanda Marek [00:01:01]: That's right. Big, big, big changes. James Kademan [00:01:03]: Big change. Amanda Marek [00:01:04]: Yeah. So we just, In December of 2024, transitioned from Tri 4 Schools to Active Youth Wisconsin. James Kademan [00:01:13]: All right, so let's lay the foundation here. What is Active Youth Wisconsin? Amanda Marek [00:01:17]:
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  • Dress For Success Made Easy

    Dress For Success Made Easy
    Jun 13 2025
    Anya Chang - Taelor.Style On Getting the Style Right: "We tend to know about the best performing clothes and also those brands from all over the world that are high quality and really, really good be able to find a home here." Men's clothing styles can be challenging. As professional people, going around meeting other professionals, we want to look professional. But when it comes to shopping, many men aren't interested in running around and having to decide what looks good. We want the clothes to just show up at our doorstep. This is a problem that Anya Chang of Taelor.Style has solved. Utilizing AI to help men get the clothes they want that fit the style they are going for, Anya helps these men rent clothes. Much like Netflix DVD's from back in the day. This allows her clients to enjoy the clothes and keep a fresh and new wardrobe. Pretty clever, right? The beauty is the combination of clothes showing up, then they can be shipped back without washing them. Then more clothing shows up. This is an ideal way to stay fresh, trendy and noticed, while maintaining working as a busy professional looking for a minimum maintenance lifestyle. Anya discusses her past in Silicon Valley and how she developed Taelor.Style to help the busy professional man. Listen as Anya discusses her entrepreneurial journey, her wins, along with a few losses, and the learning curve that comes with delving into the garment industry. Enjoy! Visit Anya at: https://taelor.style/ Anya Cheng is the Founder and CEO of Taelor, a leading men's clothing subscription service that provides personal styling and curated rentals, powered by expert stylists and AI. A Girls in Tech 40 Under 40 honoree, she previously led eCommerce and digital innovation teams at Meta, eBay, Target, and McDonald's. Experience effortless style with rental and personal styling services: Taelor: Get 25% OFF your first month of men's clothing subscription. Use code: PODCAST25 Sign up at: https://taelor.style/pages/membership Armoire: Get 50% OFF your first month of women's clothing subscription. Use code: ArmoirexTaelor Sign up at: https://www.armoire.style/refer/ArmoirexTaelor Give the gift of time, convenience, and effortless style: Taelor Gift Cards: Get 10% OFF Use code: PODCASTGIFT Purchase at: https://taelor.style/products/menswear-rental-gift-card Podcast Overview: 00:00 AI-Driven Men's Clothing Service 05:49 AI-Driven Personalized Styling Service 06:59 AI-Enhanced Fashion Styling Data 11:25 Airport Attire: Casual Evolution 13:57 Pushing Fashion Boundaries 18:24 Fashion Sustainability and Concierge Expansion 21:29 Startup Success in Men's Fashion Industry 24:17 "Rivalry: Northwestern vs. UChicago" 27:51 Early Struggles of a Startup Launch 31:37 Innovative, Sustainable Startup with Local Support 36:02 AI-Enhanced Fashion Styling Service 37:44 Eco-Friendly Clothing Rental Practices 43:04 Efficient Travel Clothing System 43:58 Emerging Taiwanese Textile Brands 47:11 Future Unicorn Exploring Potential Sale 50:25 Overcoming Self-Doubt and Rejection 54:28 "Appreciation for Package Logistics" Podcast Transcription: Anya Chang [00:00:00]: Typical. AI doesn't know the future. AI know the past. But then those 300 brand, they are designing the collection two years down the road. They are trendsetters for the work. We are like the executive assistant, they are concierge, they are butlers. So we really is helping them to get ready for their week. They are buying the MySpace, they are buying the time. Anya Chang [00:00:18]: They don't want to look good actually, but they want to be successful. Our customers tend to start trying something new than before. A lot of guys when they signed up, we open their closet only blue. There's nothing else, just blue. And they only have the same dress shirt, the same brand in the last 10 years. No one is going to interview us since we are so small. So I wait outside of a press room.
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  • Guitar Lessons Business

    Guitar Lessons Business
    May 24 2025
    Bradley Fish - Bradley Fish Guitar On a Being the Guy That Helps the Guy: "I remember at one point, he was like, dude, do you wanna do some more loops? I'm the number two producer in the world." There are two levels of cool: Those that know how to play guitar and everyone else below them. Playing guitar is a skill that many want, some achieve and a few master. But how do you learn how to play a guitar? Bradley Fish knows how to play guitar and has been doing it for decades. He has travelled the world and played instruments in all corners of the globe. On top of that, he has trained hundreds of students to play guitar. But what is your goal with learning how to play guitar. As a professional musician, the business can be tough. Bradley opens up about the realities of making it in the music business, the changing landscape for artists, and why so few bands ever achieve major label success. He dives into his teaching philosophy, the evolution of technology in music education, and how he’s adapted his business to offer one-on-one guitar lessons both in person and online. Plus, Bradley gives us an exclusive peek inside his state-of-the-art music studio filled with unique instruments from around the world, and talks about his innovative approach to connecting with students. Listen as Brad details how he trains people to play guitar, and what he has learned in the 40 plus years of teaching people the fine art of guitar playing. Enjoy! Visit Bradley at: https://bradleyfish.com/ Podcast Overview: 00:00 High School Audiophile Nostalgia 09:19 Unexpected Discoveries in Madison Clubs 11:31 Odds of Band Success 15:45 Simple Songs, Complex Insecurities 25:21 "Unexpected Gig Opportunity" 29:01 Experience Quality, Higher Cost 34:45 "Exploring Diverse String Instruments" 37:22 Music Recomposition and Innovation 43:37 Affordable Home Recording Revolution 48:43 Music Lessons: No Judgments 54:38 "Musician's Improvised Summer Journey" 57:45 Bicycle-Powered Musical Setup 01:05:17 Interactive Online Music Lessons Podcast Transcription: Bradley Fish [00:00:00]: One in 40,000 bands will get a major label deal, and of the one in 40,000, one in 12 will actually make money at it. James Kademan [00:00:08]: So how long have you been in the music game? Bradley Fish [00:00:10]: Thirty years ago. And I started teaching guitar when I was 16. I saw Jethro Tull. I love them as a teenager. Yeah. I love them. And when I saw them live, it was like, like, they're really human. It wasn't that great. Bradley Fish [00:00:24]: It was okay. A lot of these bands, they're spending so much to promote, to produce, all that stuff that they're not really making up with. James Kademan [00:00:31]: You've seen so much of different people with finger styles, different guitars, different likes as far as music and stuff like that. So, you know, like, oh, you wanna play this? This is what you gotta do. Bradley Fish [00:00:41]: So much of the stuff, the instrument makes a big difference. Alright. You know? You play the sitar and it sounds like Indian music just right off the bat. James Kademan [00:00:49]: So from a business point of view with you teaching, how long have you been doing this? Bradley Fish [00:00:53]: It's my fortieth year. Fortieth year, dude. Yeah. James Kademan [00:00:57]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. We are locally and written by the Bank of Sun Prairie, Calls on call extraordinary answering service, as well as the bold business book. And today, we're welcoming slash preparing to learn from Bradley Fish of Bradley Fish Music. So, Bradley, how Fish it going today? Bradley Fish [00:01:19]: Awesome. Thanks for having me. James Kademan [00:01:20]: Man, we are in your studio, and holy cow. We got all kinds of stuff going on.
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  • Scaling Seasonal Success: Inside the Growth of Lang Lighting and Decor

    Scaling Seasonal Success: Inside the Growth of Lang Lighting and Decor
    May 16 2025
    Brandon Lang - Lang Lighting and Decor On a Knowing What People Want: "And people like quick. They want their stuff done yesterday." The evolution of how a business came to be and grow is always interesting. With Brandon Lang, of Lang's Lighting and Decor, he started making elaborate haunted houses for the neighborhood and now runs a successful lighting and decor business. Brandon shares how an epic backyard haunted house for Halloween—built with his brother Dustin, a pile of recycled cardboard, and a garage full of ambition—sparked their passion for decorating and community connection. After their mega-popular haunted house was shut down for safety reasons, the brothers channeled their creative energy into a new business: helping families transform their homes with professional-grade Christmas and landscape lighting. Listen as Brandon pulls back the curtain on launching their company out of their dad’s garage, facing the countless challenges of growth (from tangled bins of holiday lights to wrangling their first employees), and figuring out how to scale quality work without losing the personal touch. If you’ve ever wondered what goes into making neighborhoods dazzle during the holidays—or dreamed of turning your favorite hobby into a full-time pursuit—this episode will leave you inspired, entertained, and maybe ready to up your own lighting game. Enjoy! Visit Brandon at: https://langlightingllc.com/ Podcast Overview: 00:00 Neighborhood Halloween Maze Tradition 05:48 "Haunted House Dream Deferred" 08:00 Haunted House Revival Idea 09:24 Classy Holiday Light Installation 14:25 Festive Neighborhood Light Rivalry 16:00 "Lang Lighting's Commercial Expansion" 20:10 Seasonal Income Solutions Pursuit 23:46 Investing in Quick Product Turnaround 27:54 Streamlining Quoting Efficiency 30:25 Hiring Decision: Seasonal Part-Timer 33:59 Dad Joins Family Business 35:30 Hiring Struggles and Decisions 40:46 Business Growth Through Networking 41:29 "Embrace Strengths and Delegate" 46:50 Training Challenges for New Employees 50:39 Lighting Services Podcast Transcription: Brandon Lang [00:00:00]: Yeah. I think the what's great about the work that we do is like we get to see almost instant gratification. You put lights on the house, you turn it on and boom. James [00:00:11]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumph and successes of business owners across the land. Downloadable audio episodes can be found On the podcast link found at drawincustomers.com. We are underwritten by the Bank of Sun Prairie, and today, we're welcoming slash preparing to learn from Brandon Lang of Lang Lighting and Decor. So Brandon, how is it going today? Brandon Lang [00:00:37]: Today is going good. Weather's weather's nice. James [00:00:40]: It's a good day for lighting and decor. Brandon Lang [00:00:42]: Yeah. It's always a good day for lighting and decor. James [00:00:44]: Nice. Tell us really quick. How long has Lang Lighting been around? Brandon Lang [00:00:48]: So, we established the company in 2018. Okay. And, it was just me and my brother starting off as a hobby and today, we have three full time employees, two part time and then Dustin and I. James [00:01:04]: Nice. So. How do you get into the lighting business? Brandon Lang [00:01:08]: Wow. James [00:01:09]: I didn't mean to be that extreme but Brandon Lang [00:01:12]: Where to begin? Alright, so, Dustin and I, we started off essentially decorating for the holidays. That was kind of, where the love and the passion came from. James [00:01:24]: Your own houses? Brandon Lang [00:01:25]: Yeah. So, just growing up, dad's house, mom's house, we just had this love of like, most of the time parents would handle the indoor stuff and we were like we're On to just tackle the outdoor stuff. Like Lang Christmas lights, you know,
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  • Navigating the Dementia Journey

    Navigating the Dementia Journey
    May 9 2025
    Hannah Klassy - Dementia Dimensions On a Knowing What is Good For You: "What is good for your heart is also what's good for your brain." What is dementia? Do you know someone with dementia? How can you help someone with dementia? These are some of the questions that people often ask when confronted with a loved one, parent or sibling that may be having a hard time. These are the questions that Hannah Klassy can help you answer. Hannah Klassy started Dementia Dimensions to help people navigate the confusing world of dementia, helping her clients help their loved ones to stay sharper, longer. Hannah shares her journey from working as a speech-language pathologist in memory care facilities to founding her own business dedicated to helping individuals with dementia and their caregivers. Together, they break down common misconceptions about dementia, discuss the different stages and types, and highlight the emotional challenges faced by both patients and families. Hannah stresses the importance of early planning, maintaining independence, and building a strong support team—while also sharing practical advice on brain health and daily living strategies. If you or someone you love is affected by dementia, or if you're simply curious about how one business is making a difference in the world of elder care, you won't want to miss this insightful and compassionate conversation with Hannah Hammond of Dementia Dimensions. Listen as Hannah shares some insights she has gained so that you are prepared when you find others, or maybe even yourself, heading towards a life with dementia. Enjoy! Visit Hannah at: https://www.dementiadimensions.org/ Podcast Overview: 00:00 Understanding Alzheimer's and Dementia Progression 04:26 Understanding Alzheimer's and Dementia Types 07:20 Complexities of Daily Hygiene Tasks 10:50 Respecting Wishes in Cognitive Decline 14:05 Health Care Communication Challenges 18:56 Heart-Healthy Lifestyle Boosts Brain Health 19:52 Diet, Brain Stimulation, and Sleep 24:00 Networking for Caregiver Business Growth 27:48 Supporting Dementia Communities Together 29:40 Brain Scans for Alzheimer's Diagnosis 34:45 "Importance of Seeking Support" 36:25 In-Home Care Challenges and Solutions 41:36 Speech Therapy and Business Growth 44:28 Building Trust Through Familiarity 45:42 Free Home Safety Consultations 48:56 Elder Law and Financial Planning Podcast Transcription: Hannah Klassy [00:00:00]: Cognitive activities. So just stimulating your brain, turning it on. I I you know, people are like, well, what can be good for my brain? If if your brain's feeling challenged or, say, even learning a new recipe, learning new things, as long as your brain is getting turned on and you're thinking, that's good for you. James Kademan [00:00:19]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie. And today, we're welcoming slash preparing to learn from Hannah Klassy of Dementia Dimensions. So, Hannah, let's, start with what is Dementia Dimensions. Hannah Klassy [00:00:45]: Sure. Thanks for having me. James Kademan [00:00:46]: Yeah. Thanks for being on the show. Hannah Klassy [00:00:48]: Yeah. Yeah. So I am sole owner and founder of Dementia Dimensions. It really is where I help, people navigate the challenges through dementia and dementia care. That could be those living with dementia, families, caregivers. That's kind of the simple version of it. James Kademan [00:01:05]: Alright. Hannah Klassy [00:01:06]: There's a lot to Dementia, dementia care, especially if you receive a diagnosis. And so because there are so many challenges in just the navigation of it,
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  • Tax Strategies for Business Owners

    Tax Strategies for Business Owners
    May 2 2025
    Dean Vance - Vance and Associates CPA On a the Brutal Truth About the CPA World: "It's the people who are not part of the orthodoxy who are outside the box that ask those, quote, unquote, 'silly questions', that actually dig in. 99% of this space has been following a fallacy about things." As an entrepreneur, the government rewards you, kind of, for building your business to create jobs and keep the economy moving. But these rewards are typically given as tax breaks that are not at the forefront of the minds of accountants. You know them the professionals that you trust to know the tax code to help minimize your tax burden. Dean Vance is a CPA that comes at this from a different angle. Dean has an eye and a mind for helping business owners navigate the tax code to make sure they are taking advantage of the opportunities the tax code offers them. Dean Vance of Vance and Associates CPA talks taxes, accounting, and small business finance. As a seasoned CPA with nearly thirty years of experience, Dean shares the ins and outs of tax strategy, the importance of tax planning, and why having someone regularly “look under the hood” of your business books can make all the difference. The conversation covers everything from the often-overlooked tax opportunities for small business owners—like paying your kids to work in your business—to the crucial role of systems, checklists, and company culture in building a successful business. Dean also gives listeners a peek behind the scenes of his own firm, discusses the value of industry specialization (“riches are in niches!”), and highlights the human side of accounting, including personality fit and team building. Along the way, James and Dean swap stories about navigating the real challenges and triumphs that come with entrepreneurship, making this episode a must-listen for business owners who want to stop leaving money on the table and start running a leaner, smarter operation. Whether you’re dreading tax season or just want to better understand the numbers driving your business, you’ll find plenty of practical wisdom—and maybe a little inspiration—in this week’s conversation. Listen as Dean shares some tax tips, as well as offers you things to look for when searching for a professional to help you with you tax strategy. Enjoy! Visit Dean at: https://www.deanvancecpa.com/ Podcast Overview: 00:00 "From Bakery Job to Business Owner" 05:40 Atypical, Big-Picture CPA 12:48 Decoding Business Patterns Mystically 16:47 "Fridays: Cakes, Beer, and Nostalgia" 23:55 Law School Decision and Karma 30:43 "Tax Return Amendment Review Process" 33:21 Bookkeeping for LLCs and Corporations 38:16 "Bimonthly Financial Meetings Routine" 46:38 "Inside vs. Outside the Box" 50:56 Leveraged Medical Supply Deduction Strategy 56:37 The Rosetta Stone's Impact 01:02:57 Choosing a Trained Tax Strategist 01:04:03 Captive Insurance Company Basics 01:12:20 S Corp vs. C Corp for E-commerce 01:15:47 Client Assessment and Discovery Process 01:19:54 "Entertainer Computes Cost of Labor" 01:27:50 "Creedal Country: Merit Over Origin" 01:33:57 Basement Drywall Experience 01:35:56 "Opportunity and Ambition Dynamics" 01:44:42 "German Cultural Traits & Influence" Podcast Transcription: Dean Vance [00:00:00]: Third would be tax planning, I guess, generally. You want a professional who knows what they're doing to In go through your books and say, hey. Just like I mentioned with my with the the the prospect that that turns into a client was, you know, just have somebody who does this all the time. Right? Take a look at your books and take a look at your tax returns. Okay? Is there is there a fidelity between the closing of your books and your tax return? So you check all these different things, one. And then two, you can look at how they're situated legally, how how their entity is set up legally. Right? James [00:00:35]: You have found Authentic Business Adventures,
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