Episode 5 - Accounting Standards Updates - 5 Key Changes

May 18, 2017

The Financial Accounting Standards Board (FASB) released the Accounting Standards Update (ASU) 2016-14 in August 2016. Learning about this early is really important, as the Board has given some time before its implementation. This update changes the financial statement reporting for nonprofits. This podcast discusses the 5 Key Changes of the recent ASU 2016-14 for nonprofit organizations:

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Episode 4 - 7 Financial Strategies for Working Families

May 18, 2017

In this podcast we discuss the basic strategies that can at the very least, help working families position themselves better financially. The problem is that a lot of these young families don’t really have a strategy, or they start too late and did not take advantage of early opportunities.  Learn about these 7 Financial Strategies for Working Families in this podcast:

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Episode 3 - Why You Shouldn’t Defer Income in Your Retirement Gap Years

May 18, 2017

What are the Retirement Gap Years?

It is the period between when you stop working up to the time that mandatory distributions from retirement accounts kick in. This is usually from the year of retirement up to age 70.  This podcast discusses the long term strategy that can be used in the retirement gap years to smooth out your tax liability over time:

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Episode 2 - Michael Bryant - Wheeler Accountants

May 18, 2017

In this podcast we interview Michael Bryant, Partner at Wheeler Accountants based in San Jose, California.  Michael shares his audit and litigation expertise, what drives him and his leading edge accounting approach.

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Episode 1 - Matthew Wheeler - Wheeler Accountants

May 18, 2017

In this podcast we interview Matt Wheeler, Managing Partner of Wheeler Accountants based in San Jose, California.  Matt shares his expertise, passion, and vision for his tech savvy, high energy accounting firm in the Silicon Valley.

 

 

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