Finance and Tax – Page 2

22 Episodes in this industry

Finance and Tax

The Tax Advisor Who Prays, Hunts, and Took a Bullet — Katie Cox’s Story

Katie Cox shares leaving 25-year partnership during COVID, starting faith-based tax firm with prayer receiving 30 clients miraculously, accidentally getting…

anthonyvcodispoti Feb 16, 2026

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Finance and Tax

Kevin Nguyen’s First-Generation Journey: From Vietnamese Refugee Family to Bennett Thrasher CPA Career

Kevin Nguyen shares his journey as first-generation college graduate from Vietnamese boat refugee family to Financial Reporting Senior at Bennett…

anthonyvcodispoti Jan 30, 2026

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Finance and Tax

Tim Petrey: Building Raving Fans in the Least Sexy Industry

Tim Petrey shares his journey from Blue Beacon truck wash training lessons to building fractional CFO services and White Glove…

anthonyvcodispoti Jan 7, 2026

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Finance and Tax

Amy Walker’s Exit School: Making Million-Dollar Business Ownership Accessible to All

Amy Walker shares how The Exit School makes business ownership accessible through strategic acquisitions, preventing business closures while creating financial…

anthonyvcodispoti Sep 8, 2025

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Finance and Tax

Supporting Startups Through Strategic Growth: Kate Adams’ Journey at Burkland Associates | Finances & Taxes Series

In this enlightening episode, Kate Adams shares her journey as Chief Growth Officer at Burkland Associates, where she's built innovative…

anthonyvcodispoti May 29, 2025

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Finance and Tax

Behind the Business Success: Gary Frey’s Radical Approach to Forgiveness

In this powerful conversation, Gary Frey shares his remarkable journey from graphic designer to business leader, including his role transforming…

anthonyvcodispoti May 23, 2025

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Finance and Tax

Pushing Rocks Uphill: David Schnitt’s Journey from Deloitte to Global Innovation | Tax Series

How can businesses leverage global talent and technology to transform their back-office operations? David Schnitt traces his journey from Deloitte…

anthonyvcodispoti Jan 9, 2025

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Finance and Tax

Understanding Your Wealth Type: Financial Strategies with Dan Nicholson | Tax Series

How can deep financial expertise be leveraged to revolutionize tax planning and financial certainty for small businesses? In this episode,…

Anthony Codispoti Jul 10, 2024

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Finance and Tax

Carlotta Thompson on Implementing Monthly Tax Strategies and Acquiring Businesses for Tax Benefits | Tax Series

In this episode, Carlotta Thompson, founder and CEO of Tax Strategists of America, shares her journey from studying tax law…

Anthony Codispoti Jun 14, 2024

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Finance and Tax

Building Top Franchise Chains and Changing Lives, with John Hewitt |Tax Series

How can an entrepreneur build two top 100 franchise chains and change thousands of lives through perseverance and innovation? In…

Anthony Codispoti Jun 11, 2024

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