Capstan Live Podcast

An industry legend joins us in studio this month. Anthony Graziano, CEO of Integra Realty Resources and longtime member of the prestigious Counselors of Real Estate is here to share his insights on the state of the market — and where opportunity lies. We'll explore: Promising verticals for Q4 and beyond — manufacturing, multifamily, and more The importance of selective acquisition — and holding on to what you've acquired Why retail will never really go away — and how to make the most of it The #1 piece of advice he'd give an investor today Don't miss this opportunity to hear from one of the most respected real-estate minds in America.

Tracy Hooper, founder of The Confidence Project, joins us in studio to share her skills for building individual confidence and a confident office culture. Tracy's most recent book, The NOW Hello, is the confidence playbook for 2025, teaching us how to present ourselves in the world of work today. Join Tracy as we explore: How confidence can be learned Why it's not "bragging" — it's educating others about what tax pros have to offer Zoom etiquette today — and how to stand out of the crowd Words to Lose — you may be undermining your own credibility by choosing the wrong turn of phrase Small actions can make a big impact on how you are perceived. If you want to elevate your confidence and build your credibility — this is a must listen.

The new tax law has got everyone talking -- including today’s all-star lineup. Capstan team members Sean Lichterman, Gina Maurino, and Bill Harbeson are here to discuss making the most of the OBBBA. Whether it’s Cost Segregation, R&D Tax Credits, or Energy Incentives, a thoughtful approach is key, with an eye to timelines and documentation.

We're joined by a panel of experts in this special episode exploring the intricacies of energy-efficient development financing: Stephen Arrivello of PACE Equity is here to explain the benefits and applications of C-PACE financing, and explore how it compares to traditional funding sources. Our own Bill Harbeson joins the conversation, weighing in on how C-PACE complements incentives like Cost Segregation, 179D, and the ITC/CEIC. Brad Molotsky of Duane Morris moderates this fascinating discussion, painting a picture of what's possible for the savvy investor — C-PACE on the front end AND tax incentives on the back end, to maximize benefit.

Director of Energy Incentives Bill Harbeson returns to Capstan Live to explain what's changed — and what hasn't — regarding renewable energy system Credits. Join us as Bill explains: How to employ a 5x savings multiplier What to consider when planning a project The role cost seg plays in claiming the ITC/CEIC Why savvy taxpayers will claim this Credit sooner than later** (this episode was recorded prior to the release of the House Tax Bill, but Bill Harbeson's predictions are spot-on) Want to maximize benefit while remaining in a defensible position? Listen in.

David Hartmann has built a custom software empire that boasts some amazing numbers: 5 consecutive years on the Inc. 5000 list of the fastest-growing private companies in the nation 96% employee retention rate 0 team members let go during Covid 9 day team retreat at a castle outside Paris David shares his secrets to success — and which French castles sleep 60 — in this special episode. Listen in to discover: Why aligning with employee passions drives company growth The utility of a solid referral system for finding clients — and for finding talent How to take transparent career-pathing to the next level The importance of checking in with other leaders — and sometimes checking out entirely

Director of Energy Incentives Bill Harbeson returns to Capstan Live to walk us through the EV Charging Station Credit. Many areas are starting to mandate EV charger installation in new developments — why not get paid back? Join us as Bill explains: How to benefit from a little-known apprenticeship exemption That time may be of the essence when it comes to eligible project locations The nuances that must be considered to avoid dangerous "double dipping" Why fees that are too high or too low are equally concerning — and how to find a provider that's just right Considering getting in on the EV craze? Want to advise your clients? Join Bill for a 20 minute overview that will get you up to speed.

Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades. She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US. Listen in as Margo: - Debunks common 1031 misconceptions - Explains why the process is simpler than people think - Speculates about what the new administration might mean for 1031s - Explores flexible 1031 applications you never considered

According to a 2022 study on cnbc.com, accounting is perceived as the second most boring job in the world, right below data entry. Robyn D. Jefferson, CPA, is on a quest to give our industry's “bad reputation” a makeover. Robyn singlehandedly built a successful firm on the basis of her personality, and she's here to explain that authenticity — with a focus on entrepreneurship — is the key to attracting the next generation of accountants. Plus: Why it's okay to be selective about your client base What mentorship looks like in 2025 The significance of financial literacy in underserved populations

It's everyone's favorite episode — the Year End Top 10! This year Capstan stars Terri Johnson, Bruce Johnson, Jacob Wood, and Bill Harbeson bring wit and wisdom to the pod, hitting on all the highlights of the last 12 months. New to this year's list: How to avoid IRS scrutiny when it comes to land allocation Changes coming to the Investment Tax Credit Why now is the time to make sure your R&D Documentation is on point Also, updates on bonus depreciation, 179D, 1031 exchanges, and more. Plus — our business-friendly legislative wish list — all the details on what we hope to see in 2025.

Joey Havens has been growing leaders in the accounting industry for over 30 years and — even though he’s officially retired – he doesn’t seem to be stopping any time soon. He spent decades at Horne, including his role as Executive Partner, where he created a people-first culture known as the “Wise Firm.” These days Joey shares his expertise through speaking engagements, his popular blog, and his recent Amazon bestseller “Leading with Significance.” With his signature wit and humility, Joey shares his thoughts on: The intentionality of leadership The significance of a firm "language" Why seniority might be holding us back His "ABCs to Outstanding" A must-listen for every firm -- and every leader.

When you think of NASA, you probably picture space shuttles and moon launches -- that's the glamorous stuff. But the innovation happening at NASA is underpinned by a group of dedicated accountants and professionals who are crucial to the organization's mission. Today's guest, Herb Baker, is one of those people. In his 42 years at NASA, Herb worked in contracts and procurement and was key in building relationships with firms like Grumman, Boeing, and SpaceX. While in management, he served as NASA's liaison to vendors, Congress, and the IRS. Prepare for leadership lessons that are literally out of this world: You can only control your piece, and you have to trust your team — especially when the stakes are the highest Sometimes the best thing a leader can do is get out of the way — and a master-class example that saved the Apollo 13 astronauts Why "failure is not an option" makes great movie dialogue, but doesn't always play in real life Plus much more, including insider tales of life on the space station and the secret of astronaut ice cream.. To learn more about Herb, please visit www.herbbaker.space. Keep your eye out for his memoir, From Apollo to Artemis: Stories From My 50 Years with NASA, set to be published at year's end.

Jody Padar is one of the most disruptive and impactful pioneers in the accounting industry. An early adopter of technology and social media, Jody's been shaking things up for decades now, shepherding our industry forward through her conception of the “New Firm.” There's a reason she's known as The Radical CPA. This episode is packed with thoughtful insight, delivered with Jody's inimitable wit and energy: Why social media is really social business How to fully leverage technology while retaining the personal touch The reason that value-based pricing is the key to success as firms evolve What Jody predicts our industry will look like in 10 years - and how to avoid behind left behind Jody's most recent book, Radical Pricing: How to Optimize Profits, Delight Customers and Build a Top Value Firm is available at cpatrendlines.com, where you can also read excerpts and download a free bonus toolkit. You can also reach out to Jody directly at [email protected] or visit her website at theradicalcpa.com.

Ready to hear something revolutionary? Bryan Cogliano and Frank Hanna Jr. are the founders of Revolution X, a real estate consulting firm providing cutting-edge investment options with a personal approach. In this episode, Bryan and Frank introduce two new strategies that add flexibility and agility to real estate, allowing investors to control their destiny. Listen in to discover: Why all investors should identify a Delaware Statutory Trust (DST) as a potential replacement property during a 1031 Exchange Ways to avoid dealing with the "Three T's" How to leverage a "Bonus Depreciation Fund" to offset passive income Why CPAs should add these tools to their toolbox, and offer clients new and thoughtful options for consideration To learn more about 1031 Exchanges, DSTs, or Bonus Depreciation Funds, reach out to *Frank Hanna, ChFC ([email protected]) and *Bryan Cogliano, CFP ([email protected]) or visit www.revxwealth.com.

Utility rebates may be the energy world's best kept secret. Thousands of incentives benefit property owners who install energy-efficient equipment like LED lighting, HVAC systems, EV (electrical vehicle) chargers and more. Leendert Enthoven, founder of BriteSwitch (briteswitch.com), is here to give us a primer on this little-known opportunity, explaining: Why utilities are willing to "give money away" How he created a rebate database to help identify, maximize, and capture rebates for energy-efficiency products The future of the rebate industry in a world turning to electrification How multifamily property owners can strategically leverage rebates to offset the costs of installing equipment, especially the uber-popular EV charging station If you'd like to learn more about benefiting from utility rebates, Leendert ([email protected]) is the man to see.

Angie Grissom, MBA, has been consistently named one of the Top 100 Most Influential People in Accounting for the last decade. She's an author, a speaker, a coach, and a visionary who believes in people. One thing she's not? An accountant. Listen in as Angie discusses: How she paved her own path (and how you can too!) The importance of firm culture in employee retention Why change management and partner accountability are key to growing your firm The crucial mindset shift from the transactional approach to the relational approach If you want to grow your firm, retain your talent, and enjoy your work — this is an episode not to be missed. To learn more about Angie and The Rainmaker Companies, visit therainmakercompanies.com. Angie can be reached at [email protected]

Having worked in real estate for decades, George Burchlaw noticed that regardless of size, real estate investment firms seemed to be drowning in data. He realized that firms needed a software platform more nuanced and customizable than a simple Excel spreadsheet, but that they also needed a partner to organize and analyze data on that mythical platform. RE Analytics was born, and George never looked back. Listen in as we discuss: — How George helps real estate decision-makers make informed decisions — The challenges of high interest rates and outdated proformas — How CPAs and real estate advisors can partner to create opportunity

Ashley Northcutt is one of the most fascinating and accomplished women we know. Her personal transformation is inspiring — Ashley left a high-powered position in tax to launch the non-profit Women's Affordable Housing Network. Ashley goes to bat each and every day for women working in affordable housing and women living in affordable housing. It's only fitting that this episode of Beyond the Spreadsheet releases on International Women's Day — Ashley and her team are making a genuine difference in the lives of women.

Greg Kyte is known as "The Comedy CPA" — and we're not kidding. On this episode, Greg talks about the therapeutic effects of finding the humor in our industry. Greg is the author and illustrator of Exposure Drafts Cartoons (https://www.instagram.com/exposuredrafts/), a hilarious single-panel comic that satirizes the daily absurdity. He's also the co-host of Oh My Fraud, a "true crime podcast for accountants" that will have you laughing and learning (https://ohmyfraud.com/). Did we mention you can even get CPE credit if you listen through the Earmark App (https://earmarkcpe.com/)? You can reach the man, the myth, the comedy legend at [email protected]. PLUS — we'll be showcasing his inimitable style in a Capstan University webinar this May! Stay tuned...

Welcome to Beyond the Spreadsheet, a special podcast series from Capstan Live. Our goal is to spark authentic conversation about our industry, and we've invited some of the smartest, most influential people we know to join us. Our first guest, Jenny Massey, CRE, is Director of Site Selection and Business Incentives at Sikich LLP. She's also an archaeologist by training, spent 7 years living and working in Japan, and is an accomplished beekeeper (!). Join us for 20 minutes with the fascinating Jenny Massey as we discuss: The purpose of site selection How local and state business incentives offset expansion costs Which activities should trigger a consultation with a site selection/business incentives professional How success in claiming incentives is all about pitching the right story to the right audience If you're an owner growing your business — or a CPA that advises one — this is a must-listen. If you'd like to consult with Jenny, feel free to reach out to her at [email protected].