The Financial RoadMAP Podcast: Recent Episodes

Martini Akpovi Partners

You are listening to The Financial RoadMAP Podcast powered by Martini Partners. We invite you to learn about the vast world of Accounting, Finance, and Careers, helping you steer towards your financial future. My name is Linda Howard and I am your host. Welcome to The Financial RoadMAP Podcast.

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In this episode of the Financial RoadMAP podcast, Philomena Smorynski, an associate in MAP's tax department is interviewed by Linda Howard, MAP’s recruitment and marketing specialist. Philomena graduated from The Masters University in Santa Clarita, California in the summer of 2021 at the height of the COVID 19 pandemic. As more aspects of everyday life moved online, Philomena found herself researching career opportunities and applying for accounting jobs in a virtual environment. This episode offers practical tips for students and graduates searching for opportunities and beginning their accounting careers.

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STAY IN TOUCH:

Guest: Philomena Smorynski | Tax Associate | LinkedIn: Philomena Smorynski

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This Podcast is Produced by Martini Partners, CPAs

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Instagram: @martini_partners_cpas

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MAP’s Managing Partner, Chris Passmore, talks to Chris Delaplane, the Founder of the Delaplane Law Group about the impact of the pandemic on the real estate market. Their conversation covers several topics including essential planning when investing with partners, and eviction moratoriums in California. A Southern California resident his entire life, Chris Delaplane obtained his real estate broker’s license and opened his first real estate company with his father shortly before entering Pepperdine University School of Law. Guided by his entrepreneurial spirit, Chris opened his own law practice in 2015. Chris represents his clients in numerous complex business, real estate and commercial litigation matters from inception through conclusion and has successfully tried, mediated and arbitrated cases on behalf of both plaintiffs and defendants. Don’t miss this episode which provides practical advice for real estate owners and investors!

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STAY IN TOUCH:

Guest: Chris Delaplane | Principal Attorney And Founder | Delaplane Law Group

Email | ced@delaplanelaw.com

Website | https://delaplanelaw.com/

LinkedIn | delaplanelaw

Facebook | delaplanelaw

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This Podcast is Produced by Martini Partners, CPAs

YouTube: Martini Partners, CPAs

LinkedIn: Martini Partners, CPAs

Facebook: Martini Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

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MAP’s Managing Partner, Chris Passmore, talks to Katie Clunen, a Founding Partner of Clunen and Oakman Law, LLP. Their conversation covers the different options available to couples embarking on the divorce process, and Katie provides tips on how to get through the process as smoothly as possible. Chris and Katie also discuss the impact of the pandemic on the divorce process. A Ventura County native, Katie specializes in family law and mediation in Southern California. She is a recipient of Greater Conejo Valley Chamber of Commerce’s 40 Under Forty award and has served as President of the Ventura County Bar Association.

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STAY IN TOUCH:

Guest: Katie Clunen | Founding Partner | Clunen And Oakman Law, LLP

Email | Katie@ClunenandOakman.com

Website | www.clunenandoakmanlaw.com

LinkedIn | kathrynclunen

Facebook | Clunen and Oakman Law

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This Podcast is Produced by Martini Partners, CPAs

YouTube: Martini Partners, CPAs

LinkedIn: Martini Partners, CPAs

Facebook: Martini Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this episode, MAP’s Managing Partner, Chris Passmore, talks to John Murphy, affectionately known as Murph, and President of JK Murphy Advisors (JKMA). Their discussion covers the different steps involved in growing a business and preparing for a transaction so that business owners can successfully meet their strategic, growth, liquidity, succession and shareholder transition objectives. Murph has spent his career working with private business owners to successfully achieve their growth stories by acting in an advisory board-type role. After 20 years as an investment banker, Murph started JKMA in 2004.

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STAY IN TOUCH:

Guest: John Murphy | President | JK Murphy Advisors | jkmurphy@jkmurphyadvisors.com

Website | jkmurphyadvisors.com

LinkedIn | john-murphy-bb5355

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this episode of the Financial RoadMAP podcast, Linda Howard, MAP’s recruitment and marketing specialist, interviews Tei Brandle, an intern in MAP's tax department. A Master of Professional Accountancy student at California State University, Northridge (CSUN), Tei began her internship in January 2021. Tei talks about how she has balanced work and study and provides insight and advice on how to get the most out of an internship.

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STAY IN TOUCH:

Guest: Tei Brandle | Tax Intern | info@martinicpas.com

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this special edition episode of the Financial RoadMAP podcast, Chris Passmore, MAP's Managing Partner and founder of the Social Media CPA podcast and vlog, reviews the American Rescue Plan Act of 2021 (ARPA) which was signed into law earlier this month. The ARPA includes significant financial aid for individuals and businesses and Chris explains 5 key provisions for US tax payers.

1) New $1,400 stimulus payment for eligible individuals

2) $300 supplemental unemployment benefits 

3) An increase of the child tax credit to $3,600 

4) Billions of new funds for business grant and loan programs 

5) $25 billion in grants for restaurants to replace lost revenue

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STAY IN TOUCH:

Chris Passmore | Managing Partner | cpassmore@martinicpas.com | https://www.youtube.com/channel/UCwqteMaNfYDQVqTeNdRRL2Q

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this episode Linda Howard, MAP’s Marketing & Recruitment specialist interviews Chris Speights, an Audit Associate at MAP about attaining a CPA license while working full time. During the interview Chris describes why he wanted to become a CPA, what the course entails, his study process and the challenges he overcame. Chris graduated from California State University, Northridge in 2018 with a degree in Information Systems and Accounting.

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STAY IN TOUCH:

Guest: Chris Speights | Associate | Martini Akpovi Partners

Email: cspeights@martinicpas.com

LinkedIn: chris-speights | martini-akpovi-partners-cpas

Facebook: MARTINICPAs

Instagram: @martini_partners_cpas

Website: martinicpas.com

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In this episode Tes Macaraya, Partner & Tax Practice Leader at MAP speaks with Margaret Graziano, CEO and Founder of Keen Alignment, a solutions-focused organizational effectiveness consultancy. Margaret describes how conscious leadership, organizational development and corporate cultural alignment is helping business leaders raise their employee morale and their bottom line during these challenging times. With over 20 years of experience in the field, Margaret and her team use experiential coaching, science-based development tools and actionable strategies to empower leaders and transform teams.

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STAY IN TOUCH:

Guest: Margaret Graziano | CEO & Founder | Keen Alignment

Email: magi@keenalignment.com

LinkedIn: margaretgraziano | keenalignment

Facebook: keenalignment

Instagram: @keen.alignment

Website: keenalignment.com

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In this episode MAP's Managing Partner, Chris Passmore, talks to Ken Malouf, President & Owner of Game Time Strategies, an executive business coaching and leadership development company. Their conversation explains how nimble and strategic leadership enables companies to not only survive, but thrive, in the turbulent times of 2021. With over 20 years of management experience at top organizations such as Nestle and Disney, Ken helps business leaders bring out the best in their businesses, their people and themselves, helping them get the most from their time, team and resources.

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STAY IN TOUCH:

Guest: Ken Malouf | President & Owner Game Time Strategies

Email: ken@gametimestrategies.com

Facebook: @gametimestrategies

Twitter: @gamestrat

Instagram: @gametimestrategies

Website: gametimestrategies.com

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In this episode MAP's Managing Partner, Chris Passmore, talks to Kiran Dhillon, a Multi Family Unit Broker at KW Commercial, about trends in the California real estate industry. In addition to discussing the impact of proposition 19 and the moratorium on evictions, their conversation covers other factors investors and potential investors should consider when investing in multi family unit properties over the coming months and years.  

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STAY IN TOUCH:

Guest: Kiran Dhillon | Multi Family (Apartment) Broker | kiran@sigcommercial.com

LinkedIn: kiran-preet-dhillon 

Website: https://sigcommercial.com

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MAP's Managing Partner, Chris Passmore, speaks with Lydia Gable, a licensed Realtor and Group Leader at Compass, about trends in the residential real estate industry. Their conversation covers what buying and / or selling a home will look like in 2021, and Lydia describes a new service which makes it easier for homeowners to sell and buy simultaneously without having to move home more than once.

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STAY IN TOUCH:

Guest: Lydia Gable | Realtor | lydia@lydiagable.com

LinkedIn: lydiagable | compassinc

Facebook: Westlake Village Real Estate

Instagram: @lydiagable

Website: https://lydiagable.com

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The commercial leasing industry has been affected by the global pandemic due to the increase in remote working and the requirement for employees to be socially distant when in the workplace. MAP's Managing Partner, Chris Passmore, speaks to Will Tober, Vice President at Commercial Real Estate Brokerage Hughes Marino, about trends in the use of office space and actions tenants can take, regardless of when their current lease expires. 

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STAY IN TOUCH:

Guest: Will Tober | Founder & Principal | will@hughesmarino.com

LinkedIn: Will Tober | Hughes-Marino

Facebook: Hughes Marino

Instagram: @hughesmarino

Website: https://hughesmarino.com/

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Screaming Images is a grand format print business based in Las Vegas, Nevada and has contracts with the Raiders and the casinos in Las Vegas. As a result of COVID-19 the business pivoted from grand format printing to producing plexiglass to help facilitate social distancing in casinos.  In this episode, MAP's Audit and Assurance Practice Leader, Kevin Holmes, interviews his client and founder of Screaming Images, James Swanson, about his journey and success before and during the pandemic.

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STAY IN TOUCH:

Guest: James Swanson | Founder & Principal | james@screamingimages.net

LinkedIn: Screaming Images | James Swanson

Facebook: Screaming Images

Instagram: @screamingimageslv

Twitter: @screamingimages

Website: https://www.screamingimages.net/

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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October is Cybersecurity Awarness month, and in this episode, MAP's Audit and Assurance Practice Leader, Kevin Holmes, interviews Eric Rockwell, a Virtual Information Officer at MAP CyberSecure. Kevin and Eric discuss why an accounting firm decided to embark on a joint venture in cybersecurity, before outlining the types of organized cyber threats which have emerged since the start of the COVID-19 pandemic.  Finally, you will learn more about the actions you can take to improve your company's cyber risk control environment. 

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In this episode, MAP's Managing Partner, Chris Passmore interviews Chris Galeski, a Wealth Advisor and Partner at Morton Capital. The interview covers performance in the Financial Markets since the start of the pandemic, and Chris Galeski provides tips for our listeners on how they can protect their investments through the year end.

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STAY IN TOUCH:

Guest: Chris Galeski | Wealth Advisor & Partner | cgaleski@mortoncapital.com  

LinkedIn: Morton Capital

Facebook: Morton Capital

Instagram: @MortonCapital

Vimeo: Morton Capital

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this special edition episode of the Financial RoadMAP podcast, Chris Passmore, MAP's Managing Partner and founder of the CPA Corner vlog, describes how the presidential candidates' policies may affect your personal income tax bill.

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STAY IN TOUCH:

Chris Passmore | Managing Partner | cpassmore@martinicpas.com | https://www.youtube.com/channel/UCwqteMaNfYDQVqTeNdRRL2Q

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this special edition episode of the Financial RoadMAP podcast, Chris Passmore, MAP's Managing Partner and founder of the CPA Corner vlog, describes the Main Street Lending program.

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STAY IN TOUCH:

Chris Passmore | Managing Partner | cpassmore@martinicpas.com | https://www.youtube.com/channel/UCwqteMaNfYDQVqTeNdRRL2Q

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this episode of the Financial RoadMAP podcast Nicole Pounds talks about the internship program at Martini Akpovi Partners. 

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STAY IN TOUCH:

Guest: Nicole Pounds | Tax Intern | info@martinicpas.com

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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In this episode of the Financial RoadMAP podcast Aryan Tarighat talks about transitioning between being a student and working full time.  

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STAY IN TOUCH:

Guest: Aryan Tarighat | Audit Associate | atarighat@martinicpas.com

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

Thanks for listening!

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Welcome RoadMAPpers to our very first episode where we introduce who we are and what our podcast is all about. This podcast is produced by Martini Akpovi Partners (the MAP team) and being BIG ENOUGH and SMALL ENOUGH has allowed us to become one of the leading CPA and business consulting firms in Los Angeles.We hope you enjoy listening. We are excited to have you with us on this journey. 

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This Podcast is Produced by Martini Akpovi Partners, CPAs

YouTube: Martini Akpovi Partners, CPAs

LinkedIn: Martini Akpovi Partners, CPAs

Facebook: Martini Akpovi Partners, CPAs

Instagram: @martini_partners_cpas

Client Consultation: info@martinicpas.com

Career Opportunities: careers@martinicpas.com

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Thank you for listening!