Debit This Credit That: Recent Episodes
Debit This Credit That
Matt Wheeler and Michael Bryant know from experience that recruiting season is a nerve-wracking time for accounting students. It’s a time filled with meeting recruiters, completing applications, and hopefully landing interviews — all to secure a job after graduation. Because of this, there is a lot of pressure on students to shine and stand out … Continue reading Episode 36 – How to Prepare for Accounting Recruiting Season →
Do you fall into the HENRY (High Earners, Not Rich Yet) category? If so, what steps have you taken to build your financial future? In part two of this mini-series, Eric Rodriguez of WealthBuilders, LLC, shares his top six financial tips for this demographic of future high earners. As part of these tips, Eric explains … Continue reading Episode 35 – Top Six Financial Tips for HENRY Millennials: Part 2 →
Today, Matt Wheeler and Michael Bryant are joined by Eric Rodriguez, a financial planner and founder of Wealth Builders, LLC. Eric specializes in serving HENRYs and millenials. These aspiring high-income earners called HENRYs: “High Earners, Not Rich Yet” are often part of the millennial generation. In part one of this mini-series, Eric shares valuable insight … Continue reading Episode 34 – The Financial Challenges of HENRY Millennials: Part 1 →
In this episode of the Debit This, Credit That, Matt Wheeler and Michael Bryant share what you need to know about stock options and equity compensation. Speaking to one of his areas of expertise, Matt explains the four main types of equity compensation, outlining the benefits and drawbacks of each, including important tax considerations that … Continue reading Episode 33 – Breaking Down Stock Options and Equity Compensation →
Today, Matt Wheeler and Michael Bryant are joined by partner Jaclyn Skull to discuss the world of client accounting services. With 20 years of accounting experience, Jaclyn helps set Wheeler Accountants apart from other accounting firms through her personalized and proactive approach. Throughout the episode, Jaclyn discusses her specialties and past experiences in accounting, the … Continue reading Episode 32 – The Benefits of Proactive Client Accounting Services—with Partner Jaclyn Skull →
Matt Wheeler is back at it with another Q&A. Don’t make tax-related decisions based on what you’ve read on the Internet or heard from friends. Receive expert advice from the experienced and talented Wheeler team. Solving complicated tax issues is the Wheeler team’s speciality, and their knack for it certainly comes through in this episode. … Continue reading Episode 31 – Matt Wheeler Q&A Roundup: Foreign contract work, writing off renovation and caregiving expenses, and becoming an LLC. →
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 … Continue reading Episode 30 – Making Sense of Estate and Gift Tax—with Partner Jennifer Hauck →
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 … Continue reading Episode 29 – Walking the Path of a Public Accountant →
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 … Continue reading Episode 28 – What Lessees Need to Know about the New Lease Accounting Standards (ASC 842) →
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 … Continue reading Episode 27 – Who’s Your Coach? An Enlightening Conversation with Scott Stauffer, CFP® →