Episode 30 - Making Sense of Estate and Gift Tax—with Partner Jennifer Hauck

June 8, 2018


In this episode, Matt Wheeler introduces you to his colleague Jennifer Hauck. Jen is a partner at Wheeler Accountants, specializing in individual income as well as estate and trust taxation. Matt and Jen discuss her practice, how she got started, and what she enjoys most about her job. Then, Jen dives into discussing her expertise, Wheeler Accountants’ approach to the estate and gift tax process, and some helpful estate and gift tax planning tips.

Tune in to learn more about Jen and the firm’s estate and gift tax practice!

Wheeler CPA


Episode 29 -  Walking the Path of a Public Accountant

May 31, 2018

In this episode, Matt Wheeler and Michael Bryant describe their journeys to becoming public accountants in Silicon Valley.

Whether you’re a soon-to-be, novice, or seasoned accountant, you’ll find value in this episode as Matt and Michael share what they wish they had known at the beginning of their careers. They also share advice for getting on the partner track, finding a role model at your firm, and showing accountability if you make a mistake on a client file.

Tune into this lively conversation and learn more about life as a public accountant.


Episode 28 - What Lessees Need to Know about the New Lease Accounting Standards (ASC 842)

May 17, 2018

Today, Matt Wheeler and Michael Bryant discuss significant changes brought about by the new lease accounting standards effective for nonpublic companies for the year ended December 31, 2020. The Wheeler team explains how companies will perform their financial reporting in light of the new regulations, when to start this transition, and some of the disadvantages of transitioning early.

Listen in as Matt and Michael cover what lessees should know about the new lease standards.


DAM-Cancer Foundation

Website: http://www.dam-cancer.org/

Instagram: @dam_cancer

Twitter: @damcancer


Episode 27 - Who’s Your Coach? An Enlightening Conversation with Scott Stauffer, CFP®

April 16, 2018


Today, Matt Wheeler and Michael Bryant have a special guest. Scott Stauffer is not only a CFP® and the Founder of BetterWealth...he is a neighbor in the Wheeler Accountant’s office building!

In this episode, Scott explains why it’s so important to work with a fiduciary advisor and what it means for a firm to be fee-only. Scott also discusses the coaching approach that is so embedded in BetterWealth’s client relationships, along with his unconventional opinions about market timing.  

Sit back and enjoy this information-packed and lively conversation!



Episode 26 - Demystifying GAAP: Accounting Principles Generally Accepted in the United States of America

March 20, 2018

In this episode, the Wheeler team discusses Accounting Principles Generally Accepted in the United States of America (GAAP). GAAP is a set of rules that encompass the details, complexities, and legalities of business and corporate accounting. Sound complicated? Not to fear! Matt and Michael answer their clients’ questions in this lively Q&A.

Listen in and learn how to capitalize software implementation costs, how to record commissions, how to record grants to nonprofit organizations, how the new tax law will affect deferred tax assets and liabilities, and accounting treatment for unlimited paid time off policies.


Questions answered by the Wheeler team:

  • How do we capitalize software and implementation costs?
  • How should a non-profit organization record grants?
  • Do we need to defer commission expense related to sales of software and maintenance?
  • How are the new tax rates going to affect deferred tax assets and liabilities?
  • When using the Black-Scholes Model to record our stock compensation, how should we handle forfeitures of stock options during the year?
  • What should we consider if we change to an unlimited Paid Time Off (PTO) policy? Is it possible to put an accrual cap on PTO?
  • What would be the impact to my financial statements with respect to leasehold improvements now that we have to move?

Episode 25 - Tax Season - Questions and Answers

March 5, 2018


Tax season is upon us!

Are you wondering how the new tax law will impact your 2018 tax return? If so, you’re in good company. Our clients have had a lot of questions about their taxes this year.

In this special Q&A episode, we share the answers to our clients’ top questions. Tune in to catch our answers and become more prepared for tax season.

Here are the questions we answer in this episode:

  • How will the new Tax Law changes affect tax filing for pass through entities?
  • What is the best process for purchasing a car for business use: buy it personally, or buy it through the business?
  • When is a primary residence considered a rental for tax purposes?
  • Under the new tax law, will we receive a considerable hit and lose personal exemptions?
  • How does the backdoor ROTH IRA work?
  • Do I have to pay federal and state income taxes on an inheritance?
  • Are IRA Management Fees deductible on my taxes?
  • Can I use my IRA for major medical expenses without tax implications?


DAM-Cancer Website

Wheeler Accounting Website


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!

Show Links:

Learn more about the DAM Cancer Foundation

Wheeler Accountants: Ask Wheeler


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: