Knowing What Counts Podcast

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

January 7, 2026 11 mins

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 From Capital Gains to Tax Deferrals: Inside Opportunity Zones- Kiley Tomaskowicz Senior Tax Associate

The tax landscape is constantly evolving, and savvy investors are discovering powerful strategies to defer, reduce, and even eliminate capital gains taxes through Qualified Opportunity Zones. This eye-opening episode featuring Senior Tax Associate Kiley Tomaskowicz unveils how these special economic zones—originally crea...

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Big Beautiful Bill – A Deeper Dive for Individual Tax – Tax Senior Maggie Gladu

Tax law just changed in ways that can meaningfully shift your refund, your withholdings, and the timing of your biggest money moves. We invited MP CPAs Tax Senior Maggie Gladu to decode the 2025 “Big Beautiful Bill” and translate headlines into clear actions you can take before year-end. From a quadrupled SALT cap to new above-the-line deducti...

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What IS Succession Planning? 

Selling your business represents the culmination of years—sometimes decades—of hard work, risk-taking, and passionate dedication. Yet many business owners approach this critical transition without the preparation needed to maximize value and protect their legacy.

Patrick Leary, an experienced CPA specializing in privately held companies, takes us deep into the realities of business s...

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What Do Donors and Nonprofits Need to Know About Non-Cash Gifts? - 

Looking to make a bigger impact with your charitable giving while maximizing tax benefits? Dive into the strategic world of non-cash contributions with Brooke Williams, Audit Manager at MP CPAs, as she unveils the powerful advantages of donating appreciated assets.

Most donors default to cash contributions, but those with appreciated stocks, real...

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November 5, 2025 13 mins

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Let’s Talk IRAs: What They Are and Why They Matter- Kelly Braese Senior Tax Associate

Navigating the complex world of retirement planning can feel overwhelming, but understanding IRAs might be the key to unlocking your financial future. In this information-packed episode, Kelly Braese, Senior Tax Associate at MP CPAs, demystifies the power and potential of Individual Retirement Accounts as wealth-building tools that go fa...

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October 22, 2025 14 mins

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Digital Assets, Real Taxes: The Tax Implications of Trading Cryptocurrency – Jack Labranche Tax Senior

Trading cryptocurrency might feel like digital magic, but the tax consequences are very real. In this essential episode of Knowing What Counts, senior tax associate Jack LaBranche demystifies the complex world of digital asset taxation.

The conversation begins with a clear distinction between digital assets (any...

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The Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax Associate

Tax planning can make or break your business strategy, and nowhere is this more evident than with interest expense deductions. In this eye-opening episode of Knowing What Counts, Senior Tax Associate Estefania Cabrera unravels the complex world of IRC Section 163J limitations – rules that could significant...

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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 senior tax advisor Anthony Trinchini joins the Knowing What Counts podcast, he cuts through the complexity of estate planning to reveal strategies that protect wealth while minimizing tax exposure.

The...

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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 July 4th, and understanding these changes now could save you thousands in the coming years. Join tax expert Joe Oliveira as he cuts through the headlines and misconceptions to reveal what this legislation actually means for your wal...

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Giving Smarter: Innovative Paths to Charitable Giving – Jason Warner Tax Senior Associate

Charitable giving transcends simple generosity when approached strategically. In this enlightening conversation with tax senior associate Jason Warner, we uncover powerful charitable vehicles that can transform your giving impact while optimizing tax benefits.

Many donors default to writing checks to their favorite organizat...

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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 and tax compliance—a space where both employers and employees need expert guidance to navigate successfully. Tax Senior Associate Sam Moriarty pulls back the curtain on these valuable workplace perks that extend beyond basic salary.

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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. Tax implications, liability protection, paperwork requirements, and future growth potential all hinge on this critical choice.

In this comprehensive guide, MP CPAs Tax Senior Associate Katelyn Henderson walks us through the m...

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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), represents one of the most powerful yet underutilized tax strategies available to entrepreneurs planning their exit.

Tax expert Phil Giguere breaks down this remarkable provision that allows eligible business owners to exclude...

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Global Compliance: Tackling Foreign Tax Filings

The 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 the maze of international tax reporting requirements that affect Americans with global financial interests.

Most US taxpayers don't realize they're subject to taxation on world...

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Donor Advised Funds: The Basics and More

Charitable 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 philanthropists approach their giving: Donor Advised Funds (DAFs).

The conversation dives deep into strategic approaches that can dramatically increase the power of your giving. L...

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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 senior tax associate with MP CPAs who recently passed all four parts of his CPA exam, breaks down the critical distinction between passive and non-passive rental income classification that every...

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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 with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement plans in 2025 that will transform how Americans save for retirement.

The biggest rev...

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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, non-qualified stock options, restricted stock units, and employee stock purchase plans can make a significant impact on your financial future. Matt Baran, tax manager at MP CPAs, walks us through...

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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 determining a company's true worth. Whether you're eyeing investment opportunities or planning strategic moves like mergers and acquisitions, understanding business valuation is critical. Tim guides us through the three pri...

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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 Counts Podcast episode. Join me, Sophia Yvette, as I sit down with Jeff Laboe, a tax manager at MP CPAs with over a decade of experience. Jeff breaks down the convoluted world of tax residency rules, offering insights into how ...

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