Episode 24 - Are You Ready for Anything? Your Guide to Insurance Coverage - with Mark Caufield of Cook Disharoon & Greathouse Insurance Brokers

February 20, 2018

Life is full of surprises; they can be positive or exciting, but also shocking and upsetting. Are you prepared for whatever life throws your way? In this episode,  Matt Wheeler and Michael Bryant speak with Mark Caufield of Cook Disaroon & Greathouse Insurance Brokers to share how you can be prepared for life’s hiccups, ranging from car crashes to earthquakes. They also discuss different types of coverage to consider for your personal or business insurance.  

Brush up on your insurance knowledge and learn how to become as prepared as possible for the unexpected.


Cook Disharoon & Greathouse Insurance Brokers


Episode 23 - The Current State of the Mortgage Market and the Real Estate Market - With Brandon Knapp

February 6, 2018

In this episode, Matt and Michael discuss the mortgage and real estate markets with guest Brandon Knapp of RPM Mortgage. Together, they discuss the current real estate climate, how homebuyers can become better prepared for the underwriting process, innovative lending options, which tax strategies homeowners can use-- and plenty more!

Whether you’re a real estate enthusiast or a new homebuyer with plenty of questions, this informative podcast is for you!  


Brandon Knapp - RPM Mortgage RPM Mortgage


Episode 22 - Tax Changes That Will Affect Individual Taxpayers

January 25, 2018

How will you be impacted by the Tax Cuts and Jobs Act? In this episode, Matt and Michael discuss changes to tax rates, itemized deductions, 529 plans and more! Learn about key changes to tax laws for individuals and how you can adjust your tax strategies accordingly.

Listen in as Matt and Michael give their best advice for how to benefit from the new tax laws!

Questions and Answer Period:

Matt and Michael also answer some of their clients’ most-asked questions about selling real property, college tax strategies, income rules from rental property and more!

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Episode 21 - Welcome to Watsonville

January 11, 2018

In this episode, Michael Bryant and Matt Wheeler discuss the recent expansion of Wheeler Accountants to Watsonville and Santa Cruz County and what this means for current and future clients of the firm in this area.

Learn more about Wheeler’s expansion to Watsonville in this podcast:


Episode 20 - Donor Gift Accounting

December 14, 2017

At this time of year, many nonprofit organizations will receive donor gifts and it is imperative that they record the gifts in accordance with the donor’s wishes.

In this podcast, we’ll cover tips for proper recognition of donor gifts to nonprofits and some tips for gift acceptance policies.


Episode 19 - Q&A With Matt Wheeler

December 14, 2017

In this podcast, I’m answering some of the common questions that we receive from our clients at Wheeler Accountants. As our teachers often said, “Don’t be afraid to ask questions. Chances are, someone else has the same one!”  So you may hear an answer to one of your own tax-planning questions.

We hope you walk away feeling a bit more tax-savvy after listening to this Q&A:


Episode 18 - Tax Reform: What the Hell is Going On?

November 21, 2017

The current proposed tax reform changes may be the biggest changes to the Tax Code the country has seen since the mid 1980’s. To date, the government has been very light on details when it comes to proposed tax reform.  In late September the government released their “ Unified Framework for Fixing Our Broken Tax Code” outlining a little more detail on the potential changes being considered. In this podcast we review the key elements of the tax reform proposal and how those changes may impact you.

Learn more about tax reform in this podcast:


Episode 17 - 5 Potential Pitfalls of Holding Real Estate in Your IRA

November 14, 2017

Tax-deferred retirement accounts such as IRAs can be attractive sources of funds for taxpayers looking to diversify their investments. “Self-Directed” IRAs are one such type of retirement which can be used to invest in alternatives to traditional stock market investments such as real estate. While a great idea in theory, there are many potential pitfalls to holding Real Estate in your IRA.

Matt Wheeler shares more about the pitfalls of holding real estate in your IRA in this podcast:


Episode 16 - 5 Steps to Revenue Recognition

October 27, 2017

There are new Revenue Recognition Standards which will significantly impact all industries that sell a good or service. Specifically, we are discussing the Accounting Standards Codification (ASC) Topic 6 of 6 which was originally introduced in the Accounting Standards Update 2014 09.

Originally, Revenue Recognition Standards were based on different industries and what has been done now is that revenue recognition has been standardized across all industries. The changes to apply to every entity and focuses on contracts with the customers. Whether they are from construction, manufacturing, software, etc., all industries will now have same revenue recognition standards.

Learn more about the changes in Revenue Recognition in this podcast:


Episode 15 - Preparing for an Initial Financial Statement Audit – Part 2

October 12, 2017

Michael Bryant shares how audits can be a stressful and time consuming experience and why it is very important to prepare for an audit. The more you are prepared, the more time and money you can save.

Learn more about how to prepare for an initial audit statement in this podcast: