The Advisor Podcast

It is projected that we are about to enter an era of enforcement marked by more stringent enforcement of tax policy, which will raise the bar for small businesses seeking to claim the R&D tax credit. On today’s show, Michael Garofalo sits down with Brad Poris. Brad leads the northeast region of BDO's Business Incentives Group, with a specialization in the research and development tax...

Many people live paycheck to paycheck, but with disability insurance, you'll have no money issues during accidents. Michael Garofalo welcomes Carolin Mohrmann, a Benefits Advisor at Aflac, and Don Badgley, an Insurance Counselor at Northwestern Mutual and Small World Wealth Mana...

Life is made up of choices. In every aspect of it, you have to know how to deal with certain situations. In addition, you have to be equipped with the tools you need to keep moving forward. Chuck Omphalius of Max It Out (MIO) Retirement discusses the rati...

Did you miss the Former Advisor Host, Brian Powers? This is your lucky episode! Today, Brian returns with a massive update on his new role. For those who don't know Brian, he's the Former Vice President of Business Development Marketing at JGS, CPA, and the Founder of The Advisor Podcast. Join in the conversation as...

Brittany Johnson and Laura Johnson aren't afraid of dirty work as long as it means that they get to grow their business. Their normal business operation, based in Middletown, New York, focuses on fire and water remediation - but COVID-19 added a whole new dimension: disinfection of surfaces. The sho...

When cutting costs, people usually don't think of utilities since it is the lifeblood of any establishment. But what if there was a way for you to save money for your business just by looking into your energy consumption? Today's guest Matthew Holland is the Vice President of Business Development at Reflective Energy Solutions. They work tirelessly to help clients manage thei...

You have to be prepared for the moment 100% of the businesses start to reopen. You have to be there right out of the gate, but how can you do that if you keep worrying about the smaller tasks? If you want to grow, you need your full attention on your main mission. This is why you need a professional employer organization system. To talk more about that is Tom Lemmey

Just because you're working from home doesn't mean you can't get stressed. Everyone gets stressed. Some people are so used to being stressed that they don't even know that they are. Join your host, Brian Power, and his guest, Prash Kotecha, on how to build resilience against stress. ...

The after-effects of COVID-19 for business operations are far-fetching. Without discipline, you’ll have to deal with massive breakdowns. Brian Power’s guest in this episode is Colin Clayton, Business Development Executive at Staples Advantage. Colin talks with Michael about how you can’t rely on one employee or supplier to run your processes. Otherwi...

Many small businesses these days don't have the resources to increase efficiency and mitigate costs. This hinders them from moving forward and growing because of how much time they are spending on things that can be automated. This is where the power of technology and digital transformation comes in. Join Brian Powers and Andrew Cohen

Doing property tax assessments is one crucial area of real estate to determine where your money is going and what it means to you in the future. Since this is quite a complicated process, seeking professional help is never a bad idea. Brian Power talks with Karen Hagstrom from Stenger, Diamond & Glass ...

Social Security definitely offers a lot of retirement benefits, making it an excellent investment for anyone. However, not everyone is properly educated on maximizing how much you can get from it. Brian Powers talks with Jim Blair and Marc Kiner from Premier Social Security Consulting to share the most important strategies to follow to pr...

In this episode of The Advisor Podcast powered by JGS, CPA, we welcome attorney A.J. Iuele of the firm Stenger, Diamond and Glass, LLP. A.J. speaks about the facts and myths of spousal support. Spousal Support also known as spousal maintenance (and formerly called alimony) is money paid from one spouse to the other once a marriage has ended. While the words are different, the meaning is the same.  A.J. reminds u...

Residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Diamond and Glass SDG Law returns to discuss some of the new changes in New York to the law. We last spoke with Ian in July. He discussed new provisions put in place right before the pandemic. We ...

In this time of quarantine and isolation, running errands can be the last thing you want to do. Brian Powers’ guest has the solution for you. He sits down with Micah Bennett, the owner of Hudson Valley Concierge Service that offers services that range from picking up groceries ...

Equal parts animal shelter and community resource, the Dutchess County SPCA (DCSPCA) is making a big impact in the Hudson Valley. In this episode of The Advisor Podcast brought to you by JGS, CPA we speak with executive director, Lynne Meloccaro.

With a new leadership team in place, an entirely humane approach and a mission to foster a community where all animals are treated with respect and compassion, the nonprofit organizatio...

During this pandemic the need is great to re-invent what we take for granted. In this episode of The Advisor Podcast, Gina Sullivan of Revel 32 in Poughkeepsie explains how she her husband Jim and their family have done just that with their event space.  Gina shared with us the history of the building and how they have been working for the last year and a half to renovate a former Maso...

Bankruptcy can come with a lot of misconceptions. When it comes to bankruptcy it is easier to talk about what it is not. It is not the company going out of business or management being tossed out. In the latest episode of The Advisor Podcast brought to you by JGS, CPA, Mary Ephraim an attorney from Stenger, Roberts, Davis & Diamond, LLP SRDD Law spoke with us to dis-spell the myths surrounding bankruptcy. Mary also discussed ho...

Navigating commercial and residential leases either as a landlord or a tenant can be difficult during normal times. But now during the COVID-19 Crisis it has added a layer of complication to it. Ian Lindars, attorney with the firm Stenger, Roberts, Davis and Diamond SRDD Law discusses some of the new changes in New York to the law. Ian discussed new provisions put in place right before the pandemic. We covered the steps of evic...