Add by RSS Feed
Get the Android app
Get the iOS app
The IC-DISC Show
Join host David Spray, as he interviews business owners and industry leaders about the IC-DISC program. Insights and anecdotes to help you increase your after-tax income.
Nov 20, 2022
Ep038: Supporting CPA Firms With Their IC-DISC Clients
Today on the IC-DISC Show, we're talking with Brian Schwam, National Managing Director of International Tax at WTP Advisors. WTP Advisors and Export Advisors are the two founding members of the IC-DISC Alliance, and in this episode, we talk about the work we do with CPA firms to support their clients who have, or would benefit from having, an IC-DISC. Removing any concern about 'losing' clients to a competitor. This collaborative approach is a great way for CPA firms to expand their client offerings due to the specialist nature of the Alliance work. The flexible engagement model also ensures firms remain in control of the client relationship. This was a really interesting conversation and highlights the partnership opportunities that allow everyone involved to focus on what they do best. LINKS Show Notes Be a Guest About IC-DISC Alliance About Engineered Tax Services GUEST Brian Schwam About Brian Special Guest: Brian Schwam.
Oct 20, 2022
Ep037: Cost Segregation in Real Estate with Heidi Henderson
My guest today is Heidi Henderson. She serves as the Executive Vice President for Engineered Tax Services and oversees the marketing and advertising efforts along with business development. Although ETS is based in Southern Florida, Heidi is actually located in Utah. Doing cost segregation work, mostly on real estate projects, we talk about some of the differentiators for Engineered Tax Services, what clients say about them, and what makes Heidi really proud about the firm. This was a great episode talking about her background - how she got into the real estate business and then how that translated to joining Engineered Tax Services about 12 years ago. We wrapped things up with Heidi sharing some lessons that she's learned through her career and advice that she would give to her 25-year-old self. LINKS Show Notes Be a Guest About IC-DISC Alliance About Engineered Tax Services GUEST Heidi Henderson About Heidi Special Guest: Heidi Henderson.
Sep 14, 2022
Ep036: Protecting Your Intellectual Property with Al Deaver
In today's episode, we meet Al Deaver, an intellectual property lawyer and Principal at the Houston-based law firm of McAughan Deaver. Al's undergraduate degree is actually in mechanical engineering and he then paired that with a law degree, making him incredibly proficient with the more technical aspects of intellectual property. In this episode we talked about some things for exporters to be aware of when dealing with trademarks, copyrights and patents. We also discussed getting patents granted in different markets as well as securing your IP right here in the USA. Our discussion is incredibly useful for anyone considering widening the reach of their products now or in the future. I hope you enjoy the episode. LINKS Show Notes Be a Guest About IC-DISC Alliance About McAughan Deaver PLLC GUEST Al Deaver About Al Special Guest: Albert Deaver.
Aug 17, 2022
Ep035: Focusing on Planning and Implementation with Laura Stees
Today's guest is Laura Stees, a CPA, business strategist, and partner at Stees, Walker & Company LLP in San Diego, California. Laura has a really unique tax practice where she really focuses more on planning and implementation rather than compliance. Her firm does the compliance, but in her experience, it's the planning and maybe even more importantly, the implementation of the planning in which there's a big gap in the marketplace. And we had a really interesting conversation around the things her firm does that differentiate it from other firms and their hyper focus on planning and implementation. There are a lot of great takeaways here, and anyone with an interest in business will gain a lot from taking a listen. LINKS Show Notes Be a Guest About IC-DISC Alliance About Stees, Walker & Company LLP Firm GUEST Laura Stees About Laura Special Guest: Laura Stees.
Jul 15, 2022
Ep034: Understanding Tax Law with Lucy Petry
In today's episode of the IC-DISC Show, we have the pleasure of talking to Lucy Petry, an accomplished tax professional and attorney who recently received her LLM in taxation. She has also been a professor for accounting classes at the University of St. Thomas and law classes at the South Texas College of Law. In this show, we talk about a significant upcoming tax law change that will have substantial reporting requirements for every business owner with a legal entity, as well as the company's shareholders. Lucy also delved deeper into some other parts of the tax code that are helpful for individuals to be aware of, but the average person may not know. It's up right now at www.IC-DISCshow.com/034. LINKS Show Notes Be a Guest About IC-DISC Alliance About Petry Law Firm GUEST Lucy Petry About Lucy Special Guest: Lucy Petry.
Jun 15, 2022
Ep033: Operating With Strategic Advantage with Brett Ekart
Today on the IC-DISC Show, we're speaking with Brett Ekart, CEO of United Metals Recycling, a metals recycling and processing company based in Boise, Idaho, and host of the podcast A Scrap Life. Brett grew up in the recycling industry. He loves its potential, and this life-long engagement has given him a different perspective on the business. Instead of considering it a commodity business, he views it as a customer-service business. We discuss this idea and the strategies he's successfully used in the scrap and recycling industry, continuously leveraging any unique advantage to get ahead of his competition. This is a great show, and the ideas Brett shares can be applied by any entrepreneur in any industry. LINKS Show Notes Be a Guest About the IC-DISC Alliance About United Metals GUEST Brett Ekart About Brett Special Guest: Brett Ekart.
1 hr 3 min
May 18, 2022
Ep032: The IC-DISC Alliance with Brian Schwam & Jim Fyhrie
In today's IC-DISC Show, I am joined by Brian Schwam & Jim Fyhrie of WTP Advisors, for a special episode as we announce the formation of the IC-DISC Alliance. The Alliance is a collaboration between the premiere IC-DISC consulting firms in the country with the goal of being the most comprehensive IC-DISC resource available anywhere. The founding members of the Alliance are Export Advisors and WTP Advisors. In the show, we get a chance to explore the background of the Alliance and the advantages it brings to clients and their advisors. To learn more about the IC-DISC Alliance, visit https://ic-disc.com. LINKS Show Notes Be a Guest About the IC-DISC Alliance GUESTS Jim Fyhrie About Jim Brian Schwam About Brian Special Guests: Brian Schwam and Jim Fyhrie.
Apr 25, 2022
Ep031: Financing and Growing Your Business with Ben Lehrer
Today on the IC-DISC Show, we have the pleasure of talking to Ben Lehrer, the founder and CEO of First Water, an advisory firm here in Houston. First Water connects teams with data to companies with capital through a concept Ben calls "Relational Finance" and in this episode, we talk about Ben's background, what inspired him to start First Water, the type of companies they help, and his book, "Relational Finance: The New Model to Accelerate Growth, Attract Capital, and Maximize the Value of Your Business." Ben's company is unique in the mergers and acquisitions world, and if you're an entrepreneur with an established business that's looking to grow organically or through acquisition, then this episode is for you. LINKS Show Notes Be a Guest About Export Advisors About First Water GUEST Ben Lehrer About Ben Special Guest: Ben Lehrer.
Mar 24, 2022
Ep030: Earning Internal & External Loyalty with Chris Dooley
Today on the IC-DISC Show, we're talking with Chris Dooley, CEO of Dooley Tackaberry, a fourth-generation firm founded 97 years ago in Beaumont, Texas. The company is one of the most reliable suppliers of fire and safety products to oil, gas, and municipal markets, and we had a great conversation about what it's like to be the fourth generation of a family-run business. Chris has an amazing relationship with his employees, and he describes the company as being like an extended family that functions like a well-oiled machine. We further discuss how this relationship and the company's nimble approach to requests from small and Fortune 100 companies lead to deeper customer satisfaction and loyalty. This is a great show, with many examples of a company focusing on becoming a trusted partner. LINKS Show Notes Be a Guest About Export Advisors About Dooley Tackaberry GUEST Chris Dooley About Chris Special Guest: Chris Dooley.
Feb 22, 2022
Ep029: The Business Owner's Dilemma with Ali Nasser
Ali, you may remember, has a hugely successful wealth management firm based in Houston, but he is back as a guest because he's just released his new book, The Business Owner's Dilemma looking at the 3 dilemmas we face as business owners. It's a great conversation talking about the book, why he wrote it, how he sees it as more of a ROLE (return on life experience) project rather than an ROI project, and why entrepreneurs are fundamentally different from non-entrepreneurs when it comes to wealth and legacy planning. One of the book's biggest takeaways is to achieve clarity and a path toward planning and capturing your life's work, so I highly recommend checking out Ali's book at www.alinasser.com. LINKS Show Notes Be a Guest About Export Advisors About The Business Owner's Dilemma GUEST Ali Nasser About Ali Special Guest: Ali Nasser.
Feb 1, 2022
Ep028: Understanding COVID Tax Credits with Dave Manges
Today on the IC-DISC Show, we're talking with Dave Manges, Founder and President of Reinsman Consulting, a specialty consulting firm based in Dallas, Texas, helping small and medium-size businesses navigate the complexities of the Employee Retention Credit and other COVID-19 stimulus programs. Dave has an interesting story. He was on a partnership track at a big four accounting firm, but when the various COVID relief packages came into effect, he saw an opportunity to focus on helping the small and medium market. His employer was focused on the higher-end, larger firm market, so Dave took the chance and launched his firm to support this group. He hasn't looked back since. He has a real passion for helping business owners, thriving on doing a great job for them, and this episode has some great insights into the tax credits and stimulus packages that are available and how his diverse background contributes to his ongoing success. If you are interested in exploring your situation with Dave, let me know and I'll connect you. LINKS Show Notes Be a Guest About Export Advisors About Reinsman Consulting GUEST Dave Manges About Dave Special Guest: Dave Manges.
Oct 14, 2021
Ep027: Total Quality Management with Michael Kramer
Today on the IC-DISC Show, we're talking with Michael Kramer, President of ManageHub, a specialty consulting firm based in Chicago, who use the Malcolm Baldridge principles of total quality management to dramatically improve a company's quality and performance in a relatively short period of time. We had a great conversation about some of the client successes he's had, the history of Baldrige, and also what a tremendously underutilized, American-made system Baldrige is. Mike really has a passion for sharing this system high and wide to every US company, so if you've ever wanted to learn more about the benefit of exceptional quality and excellence in your own organization, this episode has a lot of great ideas and insights. LINKS Show Notes Be a Guest About Export Advisors About ManageHub Baldridge 2020 Executive Guide GUEST Michael Kramer About Michael Special Guest: Michael Kramer.
Aug 25, 2021
Ep026: Premium Financed Insurance with John McDonough
Today on the IC-DISC Show, we're talking with John McDonough, a Financed Insurance Specialist based in Houston. John works with ultra high-net-worth families and C-suite executives to create innovative insurance solutions, and this is a very interesting episode because we had the opportunity to talk about his services and the challenge of helping people understand these new ideas. He has a detailed understanding of the leverage that premium finance life insurance can provide to the ultra-wealthy for estate tax liquidity, and to companies for executive retention in the C-suite, and this really was one of the most interesting calls I've had in a long time. LINKS Show Notes Be a Guest GUEST John McDonough About John Special Guest: John McDonough.
1 hr 3 min
Jul 15, 2021
Ep025: The IC-DISC in 2021
Today on the IC-DISC Show, we have a little different type of podcast. Rather than speaking with a guest, I'm going to do a short episode in which I answer the most common questions we've received this year about the future of the IC-DISC given the new administration. A change in administration always raises concerns, so I want to share some of the opportunities and challenges of using the program. Q&A shows always raise more questions, so if there are any points I didn't cover, please use the contact form to send me a message. LINKS Show Notes Transcript Be a Guest
May 7, 2021
Ep024: Learning From Your Customers with Paul Liberato
Today on the IC-DISC Show, we're talking with Paul Liberato, President of Billy Pugh, a pioneering offshore safety equipment company based in Corpus Christi, Texas. I've known Paul for some time but didn't know his entire story. This podcast was a great opportunity to understand some of what he's achieved since becoming President. For the last 32 years, some of their best product solutions have come from customers with real-life problems, and we had a really insightful conversation about this strong customer/supplier relationship and how that makes a company stronger. I enjoyed this episode and the chance to talk about the possibilities that come from learning from your customers. LINKS Show Notes Transcript Be a Guest GUEST Ron Baker About Paul Special Guest: Paul Liberato.
1 hr 1 min
Apr 9, 2021
Ep023: Revolutionary Pricing with Ron Baker
Today on the IC-DISC Show, we're talking with Ron Baker, founder of VeraSage Institute, a think tank dedicated to teaching value-based pricing, and host of the Soul of Enterprise podcast. This really was a bucket list interview for me. Ron's work has literally added millions of dollars of value to our business and our clients. He's an amazing thought leader, and if you're in an industry where billable hours are the prevailing idea, his insights into revolutionary pricing models can be a game-changer for your business. Even if you're not in a professional services business, his ideas on creating subscription services for all kinds of businesses are really interesting. So, we had a wide-ranging conversation. He had lots of great examples, and I'm sure you'll find something to make you think about your pricing in this episode. LINKS Show Notes Transcript Be a Guest GUEST Ron Baker About Ron Special Guest: Ron Baker.
1 hr 18 min
Mar 19, 2021
Ep022: CPA Misconceptions with Randy Reimer
Today on the IC-DISC Show, I'm talking with my good friend Randy Reimer, owner of Houston-based boutique CPA firm Reimer, McGuinness & Associates. We had a great, wide-ranging conversation about Randy's experience, including talking about some of the misconceptions people have about CPA firms and some of the mistakes entrepreneurs make when setting up their business. Randy has been the CPA for our firm and our family for many years, so it was especially exciting to be able to share some of his knowledge on the show. Have you ever wanted your own podcast? I've created a 2-minute scorecard at YourPodcastScore.com that looks at eight indicators of how a podcast can amplify your message. If you've ever wondered if a podcast is right for you, take a look. LINKS Show Notes Transcript Be a Guest GUEST Randy Reimer About Randy Special Guest: Randy Reimer.
Mar 3, 2021
Ep021: Delivering Results with Dave Kane
Today on the IC-DISC Show, we're talking with Dave Kane, President of 21st Century Programming, a software company that creates programs for scrap recyclers to run and improve their business. Dave's name will be familiar to many in the scrap metal business, but even if you're in a different industry, this is an interesting episode because of 21st Century's approach to developing software based on the needs of their clients. I really enjoyed this conversation looking at the history of the company, how customers requirements and expectations have changed over the years, and we also had the chance to discuss a new collaboration between Export Advisors and 21st Century Programming to help scrap exporters quickly identify the tax savings they could achieve from an IC-DISC. This is a great episode that really highlights the opportunity to create a win for your clients by removing any friction. LINKS Show Notes Transcript Be a Guest GUEST Dave Kane About Dave Special Guest: Dave Ka…
1 hr 8 min
Feb 17, 2021
Ep020: Choosing a Specialist with Ron Hallmark
Today on the IC-DISC Show, we're talking with Ron Hallmark of Hibbs-Hallmark, a specialty property and casualty insurance broker with a focus on the scrap metal industry. This was a great episode and especially useful for anyone in the scrap metal industry because, whereas many of these companies are served by generalist brokers, Ron's company approaches insurance from the opposite perspective. They focus on just one industry, nationwide. We dive into some of the reasons using a specialty insurance broker can really make a lot of economic sense when it comes to things like potentially dramatically lower premiums, better coverage, and better outcomes in the event of a claim. I really enjoyed this episode. There is a lot to take away. LINKS Show Notes Transcript Be a Guest GUEST Ron Hallmark About Ron Special Guest: Ron Hallmark.
Feb 9, 2021
Ep019: Creating Value with John Warrillow
Today on the IC-DISC Show, we're talking with John Warrillow, best selling author of books including Built To Sell and The Art of Selling Your Business, and founder of The Value Builder System™, a simple software for building the value of a company used by thousands of businesses worldwide. This is a great conversation. I've know John for some time and have been looking forward to sharing his thinking and approach to building a business that can thrive without you. There are a lot of ideas you can take action on in this episode. LINKS Show Notes Transcript Be a Guest GUEST John Warrilow About John Special Guest: John Warrillow.
Jul 9, 2020
Ep018: A Journey Helping Others with Sheila Enriquez
Today on the IC-DISC Show, we're talking with Sheila Enriquez, the managing partner of CPA firm Briggs and Veselka here in Houston. This was a fantastic interview with a really amazing person. Sheila is the first guest I've had who was not born in the USA, and she really epitomizes the American dream and the opportunities available in this country. It's something some of us who are native-born can forget, and I certainly have to be careful not to take for granted the opportunities this country offers. So this is a wide-ranging interview talking about the accounting profession, her background in the company as a managing partner, as well as some of her heartwarming, personal story. LINKS Show Notes Transcript Be a Guest GUEST Sheila Enriquez About Sheila Special Guest: Sheila Enriquez.
1 hr 1 min
Apr 14, 2020
Ep017: The Opportunity with Dean Jackson
Today on the IC-DISC Show, I just wrapped up one of the most interesting interviews I've ever had on the podcast. My guest was Dean Jackson, a real Renaissance entrepreneur who has some really incredible businesses and really great ideas. His company's tagline is 'We help entrepreneurs make more money', and this was a great far-ranging conversation. Dean charges several thousand dollars for one on one consultations, and you can get his wisdom for free today. We talked about some of the really transformative concepts he pioneered, and we also talked about why this Coronavirus shutdown could be the opportunity of a lifetime for a lot of people, but it is their attitude that will ultimately determine whether this was the best thing that could have happened or the worst thing. This episode is full of some really interesting insights. We didn't talk about IC-DISC at all, but it will be incredibly valuable for any entrepreneur or anyone in a role where they're responsible for generating…
Mar 10, 2020
Ep016: Wealth With Purpose with Ali Nasser
Today on the IC-DISC Show, we're talking with Ali Nasser, who owns a unique, wealth management firm called AltruVista based in Houston, Texas. AltruVista focuses almost exclusively on business owners and helps with the unique challenges business owners face. They have a great process, and there is a lot of useful information in this episode about the common mistakes business owners make, and the different strategies you can implement to avoid these pitfalls. I really enjoyed talking with Ali. They have a strong planning-based approach that's a real strength that comes across in the show.LINKS Show Notes Transcript Be a Guest GUEST Ali Nasser About Ali Special Guest: Ali Nasser.
Feb 26, 2020
Ep015: A Client's Perspective with Charlie Rowe
Today on the IC-DISC Show, we're talking with Charlie Rowe, a former client of ours, who sold their scrap yard four years ago. I've wanted to get Charlie on the show for some time now because he has a really interesting perspective as someone who effectively used an IC-DISC, as well as being an actual client of ours. Because he's now sold his business and is no longer an active client, he's open, transparent, and candid in the show about all the details of the DISC, his relationship with us, the terms of our agreement, and the various aspects of the DISC calculation. It's a very insightful and forthright perspective that he might not have felt as comfortable sharing if he had still owned his business. In the show, we covered his history in the scrap world, the story of his business, his transition as he sold the business, and all of the lessons he learned using the IC-DISC. He's also happy to field any questions about his experience from people considering using our service, or set…
Feb 13, 2020
Ep014: A Fair Exchange with Bob Blades
Today on the IC-DISC Show, we're talking with Bob Blades, the president of Blades International, a foreign exchange consultancy based in Houston. They have a great niche business in which they act as an advocate for their client to ensure the foreign exchange rates they pay are fair and reasonable. I discovered during the call that it's just the nature of foreign exchange to have a lot of complexity, so they assist their clients in making sense of that complexity. Bob has some great success stories from clients in a variety of different businesses. Although they have historically worked primarily with multi-national Fortune 500 clients, their service is now a viable option even for companies with under a million dollars a year of foreign exchange. Their free analysis is a great way to see the indicative savings you could achieve, and they are a very knowledgeable and enthusiastic group of people to work with. So, I learned a lot about foreign exchange myself. It was a really fun i…
Jan 28, 2020
Ep013: Setting Up for Success with Neal Block and David Berek
Today we have a very special episode of the IC-DICS Show. It's special because it's the first time we're speaking with a returning guest and it is the first time that we're talking with two guests. But the most important part is who those guests are. Today we're talking with Neal Block and David Berek of Baker McKenzie. The release date of this episode (1/28/20) is also Neal's last day before he retires after 50 years with the firm; David is Neal's successor. The show was a lot of fun. As you'll remember from Neal's last appearance, his experience gives him a wealth of insights. It was great to get both of their opinions on the different ways to structure an IC-DISC. Even during the show, I took many notes to that I could go back to our clients with new ways of structuring a second and third IC-DISC. So there is a lot of really great information here for you, especially for closely-held family business that are trying to transfer inter-generational wealth as tax-efficiently as poss…
1 hr 2 min
Jan 14, 2020
Ep012: A People-First Business with Chris Hanslik
Today on the IC-DISC Show, we're talking with Chris Hanslik, the chairman of law firm Boyar Miller in Houston. Boyar Miller has a really different approach to their law practice. They view themselves as entrepreneurs whose service just happens to be the law. This gives them an interesting perspective when serving entrepreneurial companies. They spend a lot of time on culture, which is something I rarely hear from law firms, and in the show we talked about how, taking a page out of Southwest Airlines’ playbook, their focus is primarily on their employees, knowing that their employees will take great care of their clients. All of this helps them create a practice that really supports businesses like ours, and it was interesting to hear Chris's perspective as we go into 2020. LINKS Show Notes Transcript Be a Guest GUEST Chris Hanslik About Chris Special Guest: Chris Hanslik.
Dec 19, 2019
Ep011: Building a Business with John Ryan
Today on the IC-DISC Show we're talking with Johnny Ryan, the former CEO of Alexander/Ryan Marine & safety. Johnny was a longtime client of ours until he sold the company to a private equity firm about six years ago, and this was a great interview with a very successful, self-made entrepreneur who really came from nothing to build and sell a very successful company. There are a lot of valuable insights in this episode, as well as some personal stories from Johnny's past. I hope you enjoy listening to this interview as much as I enjoyed recording it.LINKS Show Notes Transcript Be a Guest GUEST John Ryan About John Special Guest: John Ryan.
1 hr 1 min
Dec 3, 2019
Ep010: Buying or Selling a Firm with Brannon Poe
Today on the IC-DISC Show we have a great interview with Brannon Poe, who's company, Poe Group Advisors, facilitates the sale and acquisition of accounting firms. Brannon's thoughts will be of interest to a lot of business owners, but you'll find this particularly interesting if you're a CPA. Poe Group Advisors has sold more than 300 CPA practices over the last decade, and this was a great opportunity to dive into some of the detail in these types of transactions. We had a chance to dispel a lot of the misconceptions around buying or selling a practice, and talk about the interesting point that all-cash offers are not only possible, but preferable, and are becoming more common in this economy. If you've considered buying or selling a practice, or if you've ever wanted to leave your corporate accounting job to be self-employed, this really is a must-listen interview, and a tremendous opportunity to expand your boundaries to see what's possible.LINKS Show Notes Transcript Be a Gues…
Nov 19, 2019
Ep009: The IC-DISC Difference with Cory Jackson
Today on the IC-DISC Show we're talking with Cory Jackson, the president of CT Gasket, a company that makes high-end mission-critical gaskets and seals here in Houston, Texas. Cory is the first client we've had on the show. His is a third-generation business. He's a tremendous entrepreneur, and over the 15 years we've worked with him, it's been great to see his incredible success first hand. So this is a wide-ranging conversation. He shares some interesting thoughts on the benefits of an IC-DISC as a client, and even if you're not in the manufacturing business, there are a lot of lessons he's learned, that could be beneficial for your business. LINKS Show Notes Transcript Be a Guest GUEST Cory Jackson About Cory
Oct 29, 2019
Ep008: Engineered Solutions with Julio Gonzalez
Today on the IC-DISC Show we're talking with Julio Gonzalez, CEO of Engineered Tax Services. This was a great conversation discussing some of the tax incentives his company specializes in, and it's another example of how you can benefit by working with a company who understands you industry. With so many specific tax codes, this specialist knowledge can save you many thousands of dollars. We had a chance today to dive deep today into those tax incentives with an engineering component, and it was great to hear some of Julio's experience. LINKS Show Notes Transcript Be a Guest GUEST Julio Gonzalez About Julio Special Guest: Julio Gonzalez.
Oct 15, 2019
Ep007: Handling Tax Controversy with Brandon Frenza
Today on the IC-DISC Show we're talking with Brandon Frenza of the law firm Cantrell and Cantrell, based in Houston. Brandon's a little younger than most of our guests, and he brings a more youthful perspective, but it's his interesting background that made me want to have him on the show as a guest. He previously worked at the IRS, and his current role is for a law firm that specializes, amongst other tax issues, in handling tax controversy cases. I really enjoyed the interview. He's an interesting guy and this was certainly an interesting conversation that will give you an insight into some of the more unusual IRS situation that can occur. LINKS Show Notes Transcript Be a Guest GUEST Brandon Frenza About Brandon Special Guest: Brandon Frenza.
Oct 1, 2019
Ep006: Increasing Your Bottom Line with Hans Stronck
Today on the IC-DISC Show we’re talking with Hans Stronck, from Expense Reduction Analysts. I’ve known Hans for many years and really appreciate the help he’s provided to our clients in the past. I’m excited to be able to share his ideas with you because I know they really can help any company that has $5 million or more in revenue, regardless of whether you export. Hans also created a guide www.ReducedExpenses.com that accompanies the points he talks about today, so if you don't have time to listen to the podcast, I encourage you to head over there and take a look at this great presentation with more detail on the savings strategies he’s suggesting. I know you’ll get a lot from this episode. Hans has helped dozens of our clients save millions of dollars and I'm a big fan of what they do. LINKS Show Notes Transcript Be a Guest GUEST Hans Stronck About Hans Special Guest: Hans Stronck.
Sep 17, 2019
Ep005: The IC-DISC Differentiator with Adam Traweek
Today on the IC-DISC Show I had a great conversation with Adam Traweek of Amegy bank in Houston, Texas. As a banker, Adam's able to give us more of a lay person's perspective of the IC-DISC and how he uses it as a potential differentiator when talking to prospective clients. We ended the conversation talking about the IC-DISC from a technical perspective and the different ways a bank can structure client loan documents and loan covenants to encompass an IC-DISC. This was a wide-ranging interview, and I really enjoyed talking to Adam. I think you'll appreciate his bright, down to earth approach too. LINKS Show Notes Transcript Be a Guest GUEST Adam Traweek About Adam Special Guest: Adam Traweek.
Sep 4, 2019
Ep004: The First 50-Years with Neal Block
Today on the IC-DISC Show I am really excited to have the opportunity to interview Neal Block of Baker & McKenzie. Neal is referred to as the godfather of the IC-DISC. He has been doing IC-DISC work since its inception in 1971, and he really has an amazing background having worked with clients since the start of the program. His breadth of knowledge and experience is fascinating. He's always very engaging to talk to and has story after story to illustrate every example of his IC-DISC work over the last 50 years. I hope you enjoy listening to this interview as much as I enjoyed recording it. It really is a 'must listen' episode. LINKS Show Notes Transcript Be a Guest GUEST Neal Block About Neal Special Guest: Neal Block.
1 hr 5 min
Aug 20, 2019
Ep003: Developing a Firm with John Flatowicz
Today on the IC-DISC Show we're talking with John Flatowicz, former managing partner of Briggs and Veselka, the largest independent CPA firm in Houston, Texas. John has a great back story, and it was interesting to hear how he joined Briggs and Veselka to start the audit practice at the ripe old age of 26 years old, and about the philosophies he had back then, that he and the firm still have today. Briggs and Veselka are a firm that grew from nine people in 1982 to over 300 people today, and there are a lot of great insights into developing a CPA firm, or really any other client service firm. LINKS Show Notes Transcript Be a Guest GUEST John Flatowicz About John Special Guest: John Flatowicz.
1 hr 2 min
Aug 1, 2019
Ep002: Meril Markley
Today on the IC-DISC Show we’re talking with Meril Markley. It’s a great conversation. Merrill has a unique perspective on tax law having previously work on the staff of Congressman Kevin Brady, who was subsequently chairman of the House Ways and means committee. We also talked about the history of tax policy, and how it’s influenced the history of Western civilization in some surprising ways. In particular, the idea that the fall of the Roman empire was due in part, to the tax system at the time. So I think you’re going to enjoy this great, wide ranging conversation with Meril. LINKS Show Notes Transcript Be a Guest GUEST Meril Markley About Meril Special Guest: Meril Markley.
Jul 30, 2019
Ep001: The IC-DISC Show
Welcome to the first episode of the IC-DISC Show. I wanted to share this quick introduction with you and set the scene for the shows to come. I'm very excited by this project, and can't wait to share the stories and insights of the fantastic guests we have lined up. In the meantime. If you'd like to be a guest on the show, and share your story, head over to IC-DISCshow.com and follow the 'Be a Guest' link.